Implementing Blueprint for Analytics Sponsors

Analytics sponsors are executive sponsors who are essential to the workflow of building the core capabilities of proficiency and community. Analytics sponsors implement the vision for modern analytics, ensure the availability of data and content, establish education plans and learning paths by organizational job functions, facilitate communication throughout the user community, and aggregate business value achieved.

Communications best practices
Communications best practices ensure the availability of data and content and facilitate user-to-user connections.

Communication, engagement, and support are the components of community. Communication is the first component of the core capability of community. Internal communications and enablement resources build community and promote adoption in order to scale data and analytics more efficiently. As an analytics sponsor, you can use communications best practices to ensure the availability of data and content, to communicate learning plans for your users, and to facilitate user-to-user connections throughout your community.

The Community worksheet in the Tableau Blueprint Planner will help you to build your Tableau user community in terms of communications, engagement, and support. After completing the worksheet, use Tableau Blueprint to further support your communications planning and to ensure your organization follows best practices. Share organizational assets on your Tableau Enablement Intranet. As the hub for all Tableau resources, it creates a consistent user experience and promotes best practices.

Plan a Tableau Blog or Newsletter
Recognize data and analytics achievements within your organization, promote upcoming events, and include other topics (such as Tableau tips) on your Tableau Blog. Optionally, use email to share an analytics newsletter.

Plan Tableau Discussion Forums or Chat
Create discussion forums and chat-based communication, which provide information in real time and can evolve into a knowledge base to answer users' future questions.

Tableau Enablement Intranet
Your organization's Tableau Enablement Intranet will be the most important internal communications asset. It will serve as the hub for all Tableau resources, allowing all Tableau users in your organization, regardless of skill level, department, or geographic location, to access necessary information. Use the Certified Data Source Directory to ensure the availability of data and content, the Learning Plans topic to communicate learning plans for your users, and the User Directory to facilitate communications among users.

Getting Started
This area of the enablement intranet connects new users with the necessary resources to begin using Tableau. This is a good place to provide information about licensing, software installation, and connecting to data. This is also a good place to post links to Tableau Online help topics that enable users to acquire baseline skills (signing in, basic concepts, and so on).

Frequently Asked Questions
The FAQ area will enable users to answer common questions and will keep administrator resources free for other tasks.

Support
The support area is a good place to list how users can access assistance, such as peer-to-peer support and the process for logging a support ticket. Be sure the escalation path for logged tickets has been established. This is also a good place to provide links to Tableau Help and the Tableau Knowledge Base.

Announcements
Post announcements here to communicate about engagement and training activities as well as service-impacting events.

User Directory
A user directory helps users to find each other across your organization, builds community, and promotes collaboration and learning. The user directory should list every licensed Tableau user by name, title, department/team, license level, and skill level as measured by internal accountability and rewards programs, education pathway assessments, and/or formal product certifications.

Governance Models
Use this area to help users to understand the data and content governance model in place. This would have previously been determined by using the Data and Content Governance worksheet (tab) in the Tableau Blueprint Planner.

Data Platforms
This area should list your organization's sources of data by database name, table or view, authentication type, and requirements to request access.

Certified Data Source Directory
Use this directory to ensure the availability of data and content. This area should list curated, governed data sources by name, owner, and source. Initial data sources would have been determined by using the Data and Analytics Survey and Use Cases and Data Sources worksheets (tabs) in the Tableau Blueprint Planner.

Analytics Best Practices
Use this area to provide guideline resources to content authors. Add links to the Analytics Best Practices topic and subtopic articles in Tableau Blueprint as well as to relevant whitepapers available through Tableau Blueprint and Tableau's online library of whitepapers.

Visual Style Guide
Use this area to provide guidance around fonts, brand colors, and other formatting options. Post your organization's custom color palette and layout templates here. This is also a good place to provide examples of effective visualizations.

Inspiration
Embed Tableau RSS and Twitter feeds into this area to give users access to Tableau Public's Viz of the Day, the Tableau Blog, and the Tableau and Tableau Public Twitter feeds.

Events Calendar
Post an events calendar to let users know about upcoming engagement activities.

Learning Plans
Use this area to communicate learning plans for your users. Publish learning plans here for users by their education roles within your organization (site admins, data stewards, designers, authors, and so on).

Training Videos
Tableau provides a number of free training videos that can be bulk downloaded and published to this area. Internal mentors can supplement these resources with their own in-house materials.

Authentication and Authorization
This article provides information about identity store options and compatible authentication methods, in addition to authorization.

Network Communication
This article provides a starting place for you to learn about the three main network interfaces in Tableau Server as well as how to configure SSL to ensure that access to Tableau Server is secure, and that sensitive information passed between the server and Tableau clients is protected on your network.

Network Topologies
To ensure the server is reachable anywhere, you must determine the right network topology. This article provides an overview of common network configurations: On-premises with external VPN access, on-premises with reverse proxy, and pubic cloud deployment.

Data Strategy
This article provides information about Tableau's hybrid data architecture (live connection, in-memory extract, query federation), data server and certified data sources, and data security.

Tableau Server Add-ons
This article provides information about the Tableau Data Management Add-on, a separately licensed collection of features and functionality including Tableau Prep Conductor and Tableau Catalog, which manage Tableau content and data assets. It also provides information about the Tableau Server Management Add-on, a separately licensed add-on to Tableau Server which provides enhanced security, manageability, and scalability capabilities for Tableau Server.
Extensibility. Tableau supports a robust extensibility framework for deep and complex enterprise integrations and embedded analytics solutions. This article provides information about REST API, extract API, Web Data Connector SDK, JavaScript API, Extensions API, Document API, TSM API, Metadata API, and Mobile App Bootstrap (MAB).

Client Software
This article provides information and best practices around installation and customization, including creating a packaged installation file, enabling virtual desktop support, configuring license reporting, and managing mobile deployments.

Tableau Support Programs

Company Education Calendar
Use this area to list recurring monthly training meetings for users by their education roles within your organization (for example, site admins, data stewards, designers, authors, and so on).

User Group Recordings
Post recordings of your Tableau User Group meetings here for on-demand consumption.

Tableau discussion forums and chat
Use Tableau Blueprint to see best practices for establishing internal Tableau discussion forums and chat, including methods for getting started successfully, best practices for building your forum, and links to Tableau Forum resources to use as inspiration when determining your internal discussion forums and chat guidelines. You can find this information in the Tableau Discussion Forums and Chat article under Tableau Communications in Tableau Blueprint.

Education roles

For a data-driven culture to succeed, every user needs appropriate training to use the tools. Education is the first component of the core capability of proficiency. For a data-driven culture to succeed, every user needs appropriate training to use the tools. Use Tableau Blueprint to support education planning and to ensure that your organization follows best practices. As an analytics sponsor, you will benefit from having an understanding of these best practices and available resources.

Defining user skills
The first step in educating users is to understand the skills they will need in order to be successful in their roles. During the discovery phase, your organization used the Data and Analytics Survey in the Tableau Blueprint Planner to determine how data is distributed and consumed within departments and to identify the users' existing skills. Use this information to assess each organizational role's relationship to data, to categorize users by type, and to determine educational needs.

Your organization has two options for considering the skills needed by users: By education role (recommended) or by license type.

Skills needed by education role - The twelve education roles, grouped by category
There are twelve education roles that map to prescriptive learning paths. Use the Organizational Role Mapping worksheet in the Tableau Blueprint Planner to correlate job titles within your organization with appropriate education roles. Education roles are grouped into three categories:

  • Roles that enable a data culture in your organization. As an analytics sponsor, you are part of this category.
  • Roles that provide insights and develop visual solutions.
  • Roles that deploy and manage an optimized environment.

enable a data culture. These roles establish cultural and technical standards to align every Tableau user in a company with the organization's analytic goals.

  • Executive Sponsor: You are leaders who recognize, embrace, and promote the importance of implementing a data-driven culture to gain a competitive advantage. You also know that you can achieve that goal powerfully with Tableau. Needed skills: Understand Tableau Blueprint, understand data culture.
  • Community Leader: These leaders coordinate efforts related to user enablement around communications, engagement, and support, including user-to-user connections within an organization, engagement events for users within an organization, support resources for users within an organization, and analytics evangelism. Needed skills: Understand Tableau Blueprint, understand data culture.
  • Data Steward: Data stewards ensure the presence of documented procedures and guidelines for data access and use. They work with database administrators and/or data engineers to plan and execute enterprise-wide data governance, control, and compliance policy. Within Tableau, they work to curate and manage certified data sources with set user permissions in accordance with enterprise governance policies. Needed skills: Understand governance, data analysis, data preparation, and data stewardship.

Provide insights
These roles use the capabilities of the Tableau platform to consume and create business solutions that range from ad-hoc visualizations to embedded analytics.

  • Consumer: Consumers use data to make more informed decisions for their lines of business. They can range from administrative assistants to C-suite executives, but they share a goal of making better, more informed business decisions based on dashboards and reports others in their organization produce. Needed skills: Basics of reading data in views and dashboards, navigating Tableau.
  • Author: Authors have a strong understanding of their market and business objectives, and they recognize the importance of making data-driven decisions. They leverage their foundational Tableau skills to make smarter business decisions more quickly by digging into their available data sources to create visualizations and dashboards mostly for their own consumption. Needed skills: Consumer skills plus fundamentals of Tableau Desktop.
  • Designer: Designers create visualizations and dashboards that help stakeholders across their organization absorb information quickly and easily. They leverage Tableau to deliver beautiful, functional, and impactful dashboards. They draw on their appreciation of the art of visual design as a clear communication tool and on their understanding of the impact that clear and engaging visualizations can have on both internal and external audiences. Needed skills: Author skills plus intermediate Tableau Desktop and visual best practices.
  • Analyst: Analysts work with complex data sources, use advanced calculations to customize data, and use advanced features (parameters, sets, filters, and forecasting) to build a range of advanced charts and to analyze a variety of data types. Analysts can perform ad-hoc analysis to help explore new data questions; produce well-designed interactive dashboards with an eye to successful, accurate presentation of data; and create and share data insights within their organization for the purpose of guiding business decisions and outcomes. Needed skills: Designer skills plus advanced Tableau Desktop.
  • Data Scientist: These experts are adept at tackling big data, know how to apply advanced analytic capabilities to answer business questions, are often domain experts, and work collaboratively across the business and IT to deliver ROI from data. They can reduce data cleansing and preparation time in Tableau Prep Builder, use Tableau Desktop for exploratory analysis, and develop final dashboards to support and clearly present project findings. Needed skills: Analyst skills plus Tableau Prep Builder and an understanding of data science.
  • Developer: These experts translate the needs of the business into the software tools, applications, and automated processes that keep their organizations lean, smart, and efficient. They leverage Tableau to create new data products, embed visualizations and dashboards into current solutions, improve analysis processes, and integrate their organization’s insights into other external platforms and portals. Needed skills: Data scientist skills plus embedded analytics and platform integration.

Deploy and manage
These roles plan scalable deployments of Tableau Server and, once in production, ensure that users can access what they need when they need it.

  • Site Administrator: Site administrators manage, monitor, and maintain sites on Tableau Server or Tableau Online. They manage site organization, content publishing, groups, users, and permissions. Through their monitoring efforts, they know the latest details on-site utilization, adoption, performance, and compliance. Site administrators are key to the adoption of Tableau Server or Tableau Online in their organizations. Needed skills: Site administration
  • Server Administrator: Server administrators ensure that their installation of Tableau Server runs smoothly. Key elements include securing the server, managing licenses, managing users, monitoring and troubleshooting server issues, and performing server maintenance. Server administrators work tirelessly to ensure that Tableau Server is not only operational but meets the ongoing needs of the enterprise. Needed skills: Tableau Server administration
  • Server Architect: Server architects plan Tableau Server deployments and ensure their success. Key success factors include integrating the deployment with preferred authentication options, monitoring the server, and scaling the server over time to meet enterprise demand. Once implementation is complete, server architects maintain the deployment and help to investigate and resolve server issues. Needed skills: Tableau Server architecture

Role-based learning paths

Role-based learning paths are curated by product experts to provide users with the right resources at the right time. Role-based learning paths, like this one dedicated to executive sponsorship, are designed to accelerate user proficiency. Each path is curated by product experts to provide users with the right resources at the right time. These resources include self-paced eLearning content, classroom courses, free resources, and assessments available through Tableau’s eLearning platform.

Each learning path contains skill-building content that is tailored to a user's organizational role. Users may need to complete multiple paths if their responsibilities fall across more than one education role. The following twelve learning paths are included in the eLearning for the Creator subscription, and a subset (Executive Sponsor, Community Leader, and Consumer) are available in the eLearning for the Explorer subscription (some paths include classroom courses at additional cost):

  • Executive Sponsor
  • Community Leader
  • Data Steward
  • Consumer
  • Author
  • Designer
  • Analyst
  • Data Scientist
  • Developer
  • Site Administrator
  • Server Administrator
  • Server Architect

In addition to curated skill-building activities, each learning path includes knowledge checks to ensure that users fully absorb concepts and skills. Each learning path also ends with a skills assessment that covers core concepts from the path. Upon passing the assessment, the user is awarded a role badge that can be added to an email signature, LinkedIn profile, or other social media outlets. A user who does not pass is given a detailed list of lessons to review before attempting the assessment again.

License-based learning paths
In small deployments, users may act in many different organizational roles, and determining skills needed by license type may be sufficient.

Tableau Creator license
Users with Tableau Creator licenses have access to the entire Tableau platform to analyze data and to build content for themselves and their organizations. These users perform tasks that range from basic analysis to using Tableau's advanced functionality to inform business decisions. Skills include the effective use of Tableau Prep Builder, Tableau Desktop, visual analysis, and communicating with data. Creators should also understand governance processes and Tableau Server. For users with Creator licenses, a recommended training pathway includes free video and online starter resources, role-based learning paths, and paid training courses in Tableau Desktop, Tableau Prep Builder, and Visual Analytics.

Specialized Creator license roles (server admins, site admins, and data stewards)

Most users in these specialized roles also have Creator licenses. They are responsible for installing, administering and maintaining their organization's servers and server sites. They are also responsible for security, performance, governance, and scalability for their users.

Those in specialized roles should complete the Tableau Creator recommended training pathway as well as a training pathway that includes additional free video and online starter resources, role-based learning paths, and paid training courses in Server Architecture and Server Administration.

Tableau Explorer license
Users with Tableau Explorer licenses author simple visualizations through the web, navigate Tableau Server or Tableau Online environments, and understand the principles for creating effective views with data.

Users with Explorer licenses need skills in visual analysis, web authoring, and communicating with data. They should also understand governance processes and Tableau Server.

For users with Explorer licenses, a recommended training pathway includes free video and starter resources, role-based learning paths, and a Web Authoring paid training course.

Tableau Viewer license
Users with Tableau Viewer licenses navigate Tableau Server or Tableau Online environments, read various chart types, and know-how to interact with visualizations. For users with Viewer licenses, a recommended training pathway includes free video and starter resources as well as role-based learning paths.

Paid education resources
Paid training courses can be added to a learning path in order to increase the breadth or depth of a user's skill set. Role-based learning paths are the most scalable and consistent way to enable users. However, paid training courses can also be consumed individually. This allows an organization to add resources to a learning path in order to increase the breadth or depth of a user's skill set if needed. Paid training is available in several formats.

Instructor-led classroom training
In-person training classes occur in a traditional classroom environment. Tableau's expert instructors provide face-to-face instruction and interactivity. Students benefit from a proven curriculum and from collaboration with others in the class. Classes are offered in more than 90 cities worldwide.

In-person classroom training courses are:

  • Desktop I: Fundamentals
  • Desktop II: Intermediate
  • Desktop I & II: Accelerated
  • Desktop III: Advanced
  • Prep I
  • Visual Analytics
  • Server Administration
  • Server Architecture

You can access registration information for in-person training classes and full course descriptions from the Tableau website homepage, under Learning.

Instructor-led live virtual training
Virtual classes mirror in-person classes, keeping an interactive, collaborative learning environment. The Tableau trainer will be live on Webex rather than in a classroom setting. Virtual live classes provide convenience because they can be taken anywhere with an internet connection. Class time is also organized differently. The in-person classroom format uses a full day schedule (courses last 2-3 full days). The live virtual format uses a half-day schedule (courses last 4-5 days). For example, Desktop I: Fundamentals in an in-person classroom format requires students to attend class for two full days. In a live virtual format, students log in to Webex for fewer hours a day for five days.

Live virtual training courses are:

  • Desktop I: Fundamentals
  • Desktop II: Intermediate
  • Desktop III: Advanced
  • Prep I
  • Visual Analytics
  • Server Administration
  • Server Architecture
  • Web Authoring

You can access registration information for live virtual training classes and full course descriptions from the Tableau website homepage, under Learning.

Instructor-led on-site training
On-site classroom training is in-person training that occurs at your organization. It may save your organization time and money if you have a large group of people needing training simultaneously. You can choose to have a Tableau trainer come to your location to lead classroom training for up to 15 students. Optionally, you can have a Tableau trainer lead your organization's training courses in a live virtual format.

On-site classroom training courses are:

  • Desktop I: Fundamentals (available in-person and virtually)
  • Desktop II: Intermediate (available in-person and virtually)
  • Desktop I & II: Accelerated (available in-person)
  • Desktop III: Advanced (available in-person)
  • Prep I (available in-person and virtually)
  • Visual Analytics (available in-person and virtually)
  • Server Administration (available in-person and virtually)
  • Server Architecture (available in-person and virtually)
  • Web Authoring (available in-person)
  • Custom Data Workshop add-on (available in-person)

You can access more information for on-site classroom training classes from the Tableau website homepage, under Learning. Contact your Tableau account representative if you are interested in booking on-site training.

Self-paced eLearning
Tableau eLearning is web-based training that users of any skill level can complete at their own pace. Modules are structured in a learning path and feature conceptual overviews and video demos. Hands-on activities and knowledge checks ensure users retain what they learn. eLearning is the most cost-efficient model for training all Tableau users within an organization in a consistent and scalable way.

Self-paced eLearning learning paths are:

eLearning for Creators (available with the Creator license):

  • Desktop I: Fundamentals
  • Desktop II: Intermediate
  • Desktop III: Advanced
  • Prep I

eLearning for Explorers (available with the Explorer license):

  • Get Started
  • Explore Views
  • Edit & Share Views
  • Design & Create Views
  • Analyze Data
  • Customize Data
  • Present Insights

You can access registration information for self-paced eLearning and learning path descriptions from the Tableau website homepage, under Learning.

Free education resources
Tableau offers many supplemental, free resources for curation. Role-based learning paths are the most scalable and consistent way to enable users. However, Tableau offers many free, supplemental resources if organizations wish to curate their own materials. Collate Tableau documentation, videos, and other resources for easy access. Organize these materials into programs that provide recommended coursework with sequential skill and knowledge development in product functionality, storytelling, design, visualization, applying best practices, and accessing community resources.

In addition to Tableau's education resources, add your own organizational context to help users learn how to apply these product skills to their day-to-day job functions, company sources of data, and organizational best practices. Internal programs should have clear deadlines, and users should have adequate time to complete them.

Free 1-hour live training
These free 1-hour sessions include topics for users of all skill levels. Sessions are available in live training and recorded formats. Topics range from introductory to advanced. You can access these resources from the Tableau website homepage, under Learning.

Free training videos
These free videos are a good supplement to paid training. They can be bulk downloaded with their transcripts and related files. Once downloaded, they can be curated and published to your organization's learning management system and on your enablement intranet. You can access a link to the bulk download from the Educational Content Curation article under Tableau Education in Tableau Blueprint.

Free starter kit resources
Starter kits organize a variety of conceptual and hands-on materials into sections to allow users to educate themselves while progressively engaging with advanced product capabilities. Your organization can add its own context to the starter kit content to help users apply Tableau product skills to their jobs, to the organization's data sources, and to your internal best practices. You can access a link to the starter kits from the Educational Content Curation article under Tableau Education in Tableau Blueprint.

Additional resources
You can access many additional resources from the Tableau website homepage, under Learning. Some of these resources are:

  • Hands-on getting started activities organized by role/license type.
  • A whitepaper library.
  • A recorded webinar library.

Accountability and reward systems
Accountability and reward systems establish common goals across an organization to encourage users to stay motivated. Accountability and reward systems are series of checkpoints and milestones along a user's skill development path. They establish common achievements and goals across an organization to encourage users to stay motivated to build their skill sets. Education is an ongoing process, and as an organization's deployment grows, users need opportunities for continuous learning and rewards.

Consider these three accountability and rewards systems for incorporation into your organization's education plan:

  • Role badges
  • Product certifications
  • Skill belts

role badges
Users earn role badges by passing multiple-choice skills assessments of core concepts at the end of role-based learning paths. Role badges encourage and motivate users to keep learning in order to demonstrate their knowledge of particular roles. Passing scores provide reassurance that users have the skills necessary for those roles. Users who do not pass are given a detailed list of lessons to review before attempting the assessment again. Because role badges are available to share via a public URL, they also support monitoring and measuring progress at the organization level. The badges can be incorporated into your organization’s LMS system or enablement intranet. Individual badge earners can also add role badges to their email signatures, LinkedIn profiles, or other social media outlets. You need an eLearning subscription to access role badges and skills assessments.

product certifications
Users within your organization can prove their Tableau expertise and distinguish themselves by passing certification exams. Tableau offers certification exams at different skill levels for Tableau Desktop and Tableau Server. While the exams can be taken in person, they are also offered online for convenient scheduling and access.
Product certification exams are:

  • Desktop Specialist: A certification exam for those who have foundational skills in Tableau Desktop. This exam suggests product experience of at least 3 months.
  • Desktop Certified Associate: A certification exam for those who have a comprehensive understanding of functionality in Tableau Desktop. This exam suggests product experience of at least 5 months.
  • Desktop Certified Professional: A certification exam for those who have advanced knowledge and skills in Tableau Desktop and the ability to apply visual analytics methodologies. This exam suggests dedicated product experience of at least 1 year.
  • Server Certified Associate: A certification exam for those who have a comprehensive understanding of Tableau Server functionality in a single-machine environment. This exam suggests dedicated product experience of approximately 4-6 months.
  • Server Certified Professional: A certification exam for those who have a comprehensive understanding of Tableau Server functionality in single-machine and enterprise configuration. This exam suggests dedicated product experience of at least 9 months.

You can access exam preparation guides and registration information from the Tableau website homepage, under Learning.

skill belts
A skill belt program is an internally created badge and reward program that aligns with an internally curated education program. A skill belt program should motivate and reward users who sequentially build measurable knowledge in product functionality, storytelling, design, visualization and performance best practices, and accessing community resources. Content can be standardized across belts and merit badges; for example, each skill belt will include all of the following:

  • Hands-on instruction: Instructional videos or webinars that users can follow along with, often including accompanying Tableau workbooks. Whitepapers: Written, long-form instructional documents for users to read.
  • Blogs: Informational content from a variety of sources, generally from Tableau or notable Tableau Public community figures. These pieces of content may include hands-on activities, best practices, or additional resources.
  • Resources: Reference materials, community guides, and other supplemental materials in a variety of formats that include the following topics:
  • Visual and performance best practices: Content that specifically addresses these best practices. It should include more technical and governance-related topics as users reach higher skill levels.
  • Storytelling: Content that specifically addresses the soft skills users need to effectively tell stories with data.

Challenges: Tableau workbook practices for users to complete, with solutions included for reference. Milestones: Significant tasks users must complete in order to achieve a skill belt or a merit badge.

Gamification of learning in skill belts
Gamification is an educational approach that incorporates game elements into a learning environment. Because it encourages user participation and goal attainment, gamification increases learner engagement and enjoyment. Consider using gamification strategies as part of your skill belt program.

Specific analytics KPIs

Measurement activities can support specific analytics KPIs. Specific analytics KPIs may include:

  • Determining the percentage of users who increased their analytical skills.
  • Determining the percentage of all users trained.

Individual accountability and reward systems as part of users' education paths can provide information about the percentage of users who have increased their analytical skills. To begin determining the percentage of all users trained, use measurement activities to collect information.

  • Server Content Utilization
  • Content Engagement
  • Content Size & Performance
  • compliance

Utilization measures whether data visualizations are being used effectively. Understand usage trends for sites and projects to determine whether additional activities are needed to educate users on available content. Content creators can see utilization information by hovering over the workbook thumbnail or by selecting Who Has Seen This View from the menu. Consider this data in the context of expected audience size, which was previously documented on the Use Cases and Data Sources worksheet (tab) in the Tableau Blueprint Planner.

Content Engagement
Content engagement measures how users are interacting with content directly and indirectly. Measure direct behavior (viewing/interacting with dashboards, connecting to data sources, and web authoring) as well as indirect behavior (subscriptions and alerts delivered to users). Begin measuring engagement by quantifying login frequency: Determine users who have not logged in, users who logged in once but never returned, and days since users' last logins. To measure indirect engagement, determine whether subscriptions and alerts are being used.

Content Size & Performance
Based on the performance thresholds you defined when planning your deployment, work with users to improve performance to meet those thresholds. The default administrative views on Tableau Server will help administrators to measure content size and performance. These views include:

  • Traffic to views: See usage and users for published views. Useful to compare traffic to the expected audience size.
  • Traffic to data sources: See usage and users for published data sources. Useful to compare traffic to the expected audience size.
  • Actions by all users: See actions for all users. Useful to understand site activity.
  • Actions by a specific user: Includes items used.
  • Actions by recent users: Includes last action and idle times.
  • Background tasks for extracts: See completed, pending, and failed extract task details with full explanations of errors.
  • Background tasks for non-extracts: See completed, pending, and failed non-extract background task details with full explanations of errors.
  • Stats for load time: See load times and performance history and set data-driven alerts on long load times.
  • Stats for space usage: See space used by published workbooks and data sources, including extracts and live connections. Set data-driven alerts to see when workbooks and data sources exceed the size limit.

compliance
Compliance measures whether users are following internal policies and procedures and applicable external policies. For example, you may have internal policies and procedures defined for passwords, embedded passwords, row-level security, and visual styles. The Data and Content Governance and the Community worksheets (tabs) on the Tableau Blueprint Planner can help your organization to prepare for compliance measurement.