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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 [email protected] 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 – [email protected]
Cory Shiraishi – [email protected]
Martin Wolff – [email protected]
