Your Tableau Blueprint Assessment

Results
Thank you for taking the time to complete the assessment.

We’ve put together some guidance and actionable next steps. Please find your assessment

recommendations below. A link to access your recommendations has also been emailed to you.

Governance

Governance makes self-service analytics possible. It is the combination of controls, roles, and repeatable processes

that create trust and confidence in data and analytics within your organization.

Based on your assessment results, here are your personalized recommendations and next steps. 

Capabilities: Governance
LOW HIGH

You

Follow these
started recommendations to build your Governance capabilities.

here

Launch a Governance Steering Committee/Council

A Governance Steering Committee (or Council) is part of the governing body for the use of Tableau. Specifically,

this committee approves Tableau governance processes, policies, guidelines, roles, and responsibilities for

managing the organization’s data in compliance with business and/or regulatory requirements.

1. Identify a leader who will lead the Governance Steering Committee.

 2. Determine which Tableau project team roles should be represented in the Governance Steering Committee,

including IT/BI professionals, Tableau Administrators, and Content Creators.

3. Assign people to each of these roles.

4. Define the purpose and scope of your Governance Steering Committee, as well as a regular meeting

cadence.

Include Content Creators in the design and enhancement of data and content governance
processes

Content Creators (Data Stewards and Content Authors) have valuable insight on data and content governance

processes. Include them in the definition of these processes to drive usage and help with analytics adoption while

maintaining data security and integrity.

1. Identify the Content Creators in your organization, including Data Stewards and Content Authors.

2. Review the Data Governance and Content Governance sections of Tableau Blueprint.

3. Define a process on how Content Creators will be involved in the design and enhancement of data and

content governance processes.

4. Document these processes, and post this information to the Governance Section of your Enablement

Intranet.
5. Consider the Governance Workshop, where Tableau will help you define and implement the right

standards, processes, and policies to ensure your data and content are secure and easily shareable.

Include Content Consumers in the design and enhancement of data and content governance
processes

Content Consumers have valuable insights on data and content governance processes. Include them in the

definition of these processes to drive usage and help with analytics adoption while maintaining data security and

integrity.

1. Identify Content Consumers in your organization, including Creators, Explorers, and Viewers.

2. Review the Data Governance section and Content Governance sections of Tableau Blueprint.

3. Define a process for how Content Consumers will be involved in the design and enhancement of data and

content governance processes.

4. Document these processes, and post this information to your Enablement Intranet.
 5. Consider the Governance Workshop where Tableau will help you define and implement the right standards,

processes, and policies to ensure your data and content are secure and easily shareable.

Define content management processes

Defining a consistent content organizational structure allows Administrators to manage content and makes

content more discoverable by users. Tableau Server and Tableau Online give you the flexibility needed to structure

your environment and manage content based your specific governance requirements. Thoughtfully structuring

your site will help you deliver true self-service analytics at scale and ensure the responsible use of data to enable

your users to discover and share insights.

1. Review the Content Management section of Tableau Blueprint.

2. Determine how content will be shared in the Tableau environment, taking into consideration if/how

content needs to be separated due to sensitivity.

3. Use this information to configure projects on your sites, leveraging an organizational, functional, or hybrid

approach.
4. Determine how you want to separate ad-hoc and validated content, and configure your environment

accordingly.
5. Document this information, and post it to your Enablement Intranet.

Define authorization processes

Authorization refers to how and what users can access on Tableau Server and Tableau Online after the user has

been authenticated, including sites, projects, workbooks, views, data sources, and flows. Authorization for these

actions is managed by Tableau Server and Tableau Online and determined by a combination of the user's license

type, site role, and permissions associated with specific entities such as workbooks and data sources.

1. Review the Authorization section of Tableau Blueprint.

2. Determine the minimum site role for Active Directory/LDAP or SCIM group synchronization.

3. Determine if any explicit restrictions (e.g., deny permissions) need to be applied to the All Users group.

4. Determine if/how groups will be used with regards to authorization, and map capabilities accordingly.

Define content validation processes

Content validation is the first step in a series of events that will culminate in content certification. Similar to the

data quality area in data governance, content validation encompasses the processes to validate that content is

accurate, complete, reliable, relevant, and recent.

1. Review the Content Validation section of Tableau Blueprint.

2. Define validation criteria for content.

3. Define the process content publishers must follow to validate content, taking into account the key

considerations highlighted in the Content Validation section of Tableau Blueprint.

4. Develop a checklist that content publishers can leverage to confirm that they are meeting criteria on the

path to validation.
5. Document this information and related guidance, and post it to your Enablement Intranet.

Define content promotion processes

After content validation is complete, the process of content promotion is used to publish the workbook to a

trusted project location or add the certification badge designation for published data sources.

1. Review the Content Promotion section of Tableau Blueprint.

2. Define promotion criteria for content.

3. Define the process content publishers must follow to promote content, taking into account the key

considerations highlighted in the Content Promotion section of Tableau Blueprint.

4. Develop a checklist that content publishers can leverage to confirm that they are meeting criteria on the

path to promotion.
5. Document this information and related guidance, and post it to your Enablement Intranet.

Define content utilization processes

Understanding and analyzing what content is being used by which users will help your deployment operate at

scale and identify stale or outdated content.

1. Review the Content Utilization section of Tableau Blueprint.

2. Create definitions for stale content and rules around how often stale content is purged from the Tableau

environment. This may include direct metrics like traffic to views and indirect metrics such as alerts and

subscriptions.
 3. Identify metrics that should be monitored, including those associated with stale content and traffic

volumes.
4. Define a monthly cadence for reviewing utilization details.

5. Review license utilization in accordance with your planned cadence.

Monitor for compliance with content governance processes

As your organization defines processes for content governance, establish mechanisms that will allow

Administrators to monitor for compliance with these processes.

1. Review the Monitoring and Management section of Tableau Blueprint.

2. Promote administrative views to enable users to self-regulate compliance with content governance

processes.
3. Define a cadence for reviewing compliance data (in general, this should be conducted monthly), and meet

in accordance with your planned cadence.

4. If violations are discovered, ensure Administrators are providing this feedback to content publishers so

corrective action can be taken.