Tableau Administrators User Group - Data Governance

Server & Online Admin TUG

Tableau Data Server Use Cases and Automation

1. Tableau Data Server Architecture - Meredith Dicks (Tableau Product Manager)

2. Data Server Automation - Mike Roberts (Zen Master)3. Data Governance - Mark Wu (Co-owner of Tableau

Server & Online Admin TUG)4. Q/A

8/24/16

Tableau Data Governed

Process

Tableau

DataWarehouse

“Must have” for Self-Service BI

Enterprise Data Management

Data steward vs workbook publisher

Published data sources Data definition

Mask sensitive data in data warehouse Data entitlement table in data warehouse

Objective: 1. How to avoid multiple versions of KPIs when you unlock your enterprise data?2. How to ensure Tableau self-service compliance with existing data governance process,

polices and controls?

Tableau Data Server – Reusable, SSoT

Published Tableau Data Sources

- .pds- .tde- .pdsx

Tableau Server

Connected workbooks

Reusable SSoT at scale Less load to data source Changes relay to all

connected workbooks

DataSources

WebUsers

Desktop

Users

Published Tableau Data Sources

- .pds- .tde- .pdsx

Connected workbooks

Data Source PublisherSite Role PublisherAccess Controlled Data Sources Yes

Tableau Publisher Data Sources Editor

Permissions for Published Data Sources

Workbook Publisher

Workbook PublisherPublisher

No

Connect only

Permissions for Published Data Sources

Data Steward:• Data model• Access to

controlled data sources

Workbook Publishers:• Can’t edit

published data sources

Data Governance Single Source of

Truth Data Security

Demo

Some Key Takeaways

Published Data Sources = Reusable & SSoT

Data Steward vs. Workbook Publisher

Meaningful field names and comments as mini Data Dictionary

Version control data source v10 & improved publishing workflow

Tableau 10 New Features for Server Admin Webinar (TBD)

TC16 Austin Meetup - Server Admin User Group

Pls join server & online admin user group to learn, share, and contribute everyday! https://community.tableau.com/community/forums/server-

administration

What’s Next