SCALING TABLEAU (4/10) – USE SITES

Tableau server has a multi-tenancy feature called “sites” which can be leveraged by enterprise customers for better scalability, better security and advanced self-service. This blog covers following areas about Tableau sites: Basic concepts Common use cases Governance processes and settings When should not create a new site 1. Basic concepts about Tableau sites Let’s start with some basic concepts. Understanding … Continue reading SCALING TABLEAU (4/10) – USE SITES

Feature Adoption – Lock Project Permission

Lock project permission is a great Tableau server feature. This blog cover the followings: What is lock permission Why lock permission Who can lock/unlock How it works for nested project What is Lock Permission? Locked project permission means that all workbooks and data sources in this project always use the default permission from project level. … Continue reading Feature Adoption – Lock Project Permission

Feature Adoption – Project Leader

If you feel that you did not understand what Tableau project leaders can do, you are not alone.  Hope this blog will give you some clarity on what project’s privileges are and how to leverage them to enable more self-service. Project leader’s  privileges  for the workbooks and data sourced published to  the project and all its sub-projects: Change extract … Continue reading Feature Adoption – Project Leader

SCALING TABLEAU (10/10) – ARCHITECTURE & AUTOMATION

I’d like to complete my scaling Tableau 10 serial blogs with architecture and automation topic. If you follow the tips/approaches in this scaling Tableau 10 serials and governance self-service 10 serials, you should not have any problems to deploy Tableau at enterprise with thousands of Desktop publishers on a few hundred core server cluster that supports ten thousand extracts/day, … Continue reading SCALING TABLEAU (10/10) – ARCHITECTURE & AUTOMATION

SCALING TABLEAU (8/10) – LEVERAGE V10 FEATURES FOR ENTERPRISE

I love Tableau’s path of innovations. Tableau v10 has some most wanted new capabilities to enterprise customers. I have mentioned some of those features in my previous blogs. This blog summarizes V10 enterprise features: Set Extract Priority Based on Extract Duration.   This is a very powerful v10 feature for server admin although it is not mentioned … Continue reading SCALING TABLEAU (8/10) – LEVERAGE V10 FEATURES FOR ENTERPRISE

SCALING TABLEAU (7/10) – UNDERSTAND SERVER PERMISSIONS

When I think about Tableau permissions, I have two words: Robust –  Tableau’s permission features are very comprehensive and robust. Definitely enterprise grade. Confusion – On the other side, Tableau’s permission is kind of confusing  since it has too many different variables to set permissions. To understand permissions, let’s start by looking into structures within Tableau server. … Continue reading SCALING TABLEAU (7/10) – UNDERSTAND SERVER PERMISSIONS

Scaling Tableau (1/10) – version control and revision history

Tableau released one of the most wanted server features – version control and revision history in V9.3. Then this feature is  much more enhanced in V10 with previewing old workbook,  one click restoring, and maximum revisions setting. I love all of those new V10 features: The workbook previewing and restoring features are so convenience for publishers. The … Continue reading Scaling Tableau (1/10) – version control and revision history

Governed Self-Service Analytics: Data Governance (8/10)

I was in the panel discussion at Tableau Conference 2015 about self-service analytics to a group of executives. Guess what is the no.1 most frequent asked question – data governance. How to make sure that data not get out of hands? How to make sure that the self-service analytics does not break the existing organization’s … Continue reading Governed Self-Service Analytics: Data Governance (8/10)

Governed Self-Service Analytics: Performance Management (7/10)

Performance management has been everyone’s concerns when it comes to a shared self-service environment since nobody wants to be impacted by others. This is especially true when each business unit decides their own publishing criteria where central IT team does not gate the publishing process. How to protect the shared self-service environment? How to prevent … Continue reading Governed Self-Service Analytics: Performance Management (7/10)

GOVERNED SELF-SERVICE ANALYTICS: PUBLISHING (6/10)

The publishing process & policy covers the followings areas:  Engagement Process; Publisher Roles; Publishing Process and Dashboard Permissions. First step is to get a  space on the shared enterprise self-service server for your group’s data and self-service dashboard, which is called Engagement Process. The main questions are: From requester perspective, how to request a space … Continue reading GOVERNED SELF-SERVICE ANALYTICS: PUBLISHING (6/10)

Governed Self-Service Analytics: Multi-tendance (5/10)

Tableau has a multi-tendance strategy which is called site.  I heard many people asking if they should use site, when should use site. For some large Tableau deployment,  people also ask if you have created separate Tableau instances. All those are Tableau architecture questions or multi-tendance strategy.   How do you approach this? I will use … Continue reading Governed Self-Service Analytics: Multi-tendance (5/10)

Governed Self-Service Analytics: Community (4/10)

Self-service analytics community is a group of people who share the common interest about self-service analytics and common value about data-driven decision-making culture. Why people are motivated for the internal self-service community? The self-service community motivations are as followings: Empowerment: Self-service stems from – and affects – a wider macro trend of DIY on one … Continue reading Governed Self-Service Analytics: Community (4/10)

Tableau Data Extract API, Tableau SDK and Web Data Connector

If you are confused about Tableau Data Extract API, Tableau SDK and Web Data Connector, please read this blog. Tableau Data Extract API, introduced in v8, is to create binary TDE files from data sources. You can use C, C++, Java or Python to code the Extract API that generates TDE files. Tableau v9.1 incorporated … Continue reading Tableau Data Extract API, Tableau SDK and Web Data Connector

Events

Dec 2017 – Tableau 10.3 and 10.4 new feature demo for server admins by Mark Wu. Click summary, slides and recordings (from 41 mins). Dec 201 7 – General Mills’ Journey with Tableau Server by  Patrick Philipp Click here for recording _______________________________________________________________   Oct 2017 – Tableau Conference Admin User Group meet-up. Presentation by Russ … Continue reading Events

NetApp’s Tableau enterprise deployment added 2,500 users in less than 10 months

NetApp’s presentation about Tableau enterprise deployment is well received at Tableau conference 2015 Las Vegas – Survey shows 4.5 out of 5 on contents and 4.3 out of 5 for speaker presentation. The key success factors for large scale Tableau server deployment are: 1. Create enterprise Tableau Council with members from both business and IT. … Continue reading NetApp’s Tableau enterprise deployment added 2,500 users in less than 10 months