Effective onboarding to Tableau Online · Welcome to our Tableau Online community! We’re excited...

Effective onboarding to Tableau Online

Bill Medrano

Services Product Manager

Global Services

Cory Shiraishi

Software Engineer

Dev / Visual Analytics

Martin Wolff

Senior Software Engineer

Dev / Visual Analytics

Agenda

Planning Structure Data & Content Maintenance

Planning

Let’s begin planning!

Let’s begin planning!

StepsKnow the value of Tableau OnlineDefine a governing bodyUnderstand your usersCreate an onboarding experience

Why buy Online?What's the value of Tableau Online?

Enabling self-service analytics

Ease of use

Centralization and consolidation

It’s great for your business!

Onboarding needs guidance and direction

Define Leadership

Executive Sponsor

The Business

IT

Define Success

Precise, measurable goals:

- 1000 views/month

- 300 active users

Types of Tableau Online users

Users

Decision makers

Content creators

Analysts

Administrative Roles

Site admin

Data stewards

Project leaders

Tableau champions

Welcome to our Tableau Online community!

We’re excited that you will be using Tableau. Here are some links to get you started:

• Web Authoring Orientation Video• Tableau 10 Enhanced Web Authoring• Web Authoring Users Manual

We have an internal Tableau users community, email us at TableauUserGroup@YourCo.com with any questions, comments, suggestions, or requests.

Click here to log into our Tableau site. The first time you log in you will be prompted for a password.

Happy data,Bill

How do we onboard users?

Onboarding Pillars

Provide a place to land

Provide training

Provide support

Email list

Doctors hours

Blog - Newsletter

Structure

IT

DevelopmentQuality

AssuranceProduction

How do we manage content?

Data sources

Workbooks Drafts Review

Test Prod

Official

Prod

Site

Finance Sales IT …

How do we manage users?

Users Groups ProjectsAssociations Permissions

IT Dev

IT Dev Project Leaders(Creator)

SallyFinance

BethOperations

JoanneIT

JulieIT

GaryIT

EdFinance

TomHR

Viewer permissions

IT Dev Creators

IT Dev Explorers

IT Dev Viewers

IT QA

IT Prod

Let’s start building!

Let’s start building!

DemoLaying out project structureSetting up groups and permissionsConfiguring users and authentication

Data and Content

Let's move in!

DemoPublishing a data sourceCertifying a data sourceUsing Dashboard StartersScheduling an extract refresh

Let's move in!

Maintenance

Let’s clean up!

Let’s clean up!

DemoMonitor usage with Admin Starters

PlanningForm a steering committeeSet measurable goalsProvide places for learning and support

StructureCreate a project structureCreate functional groupsSet permissions for groups on projects

Data and ContentPublish and certify data sourcesStart creating contentIntegrate dashboards into decisions

MaintenanceMonitor and evaluate your goalsTrain and empower users

Deploying Tableau at enterprise scale in the cloud

R E L AT E D S E S S I O N S

Wednesday Oct 24 | 10:15 AM - 11:15 AM | MCCNO - L3 - 349

Deploying Tableau Online using a phased approach for SMBsWednesday Oct 24 | 10:15 AM - 11:15 AM | MCCNO - L3 - 338

Effective Onboarding to Tableau Online

S E S S I O N R E P E AT S

Wed Oct 24 | 3:30 – 4:30 | MCCNO - L2 - 204

Please complete the

session survey from the

Session Details screen

in your TC18 app

Thank you!

#TC18

Bill Medrano – bmedrano@tableau.com

Cory Shiraishi – cshiraishi@tableau.com

Martin Wolff – mwolff@tableau.com