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ISATUG meetup Feb 9, 2016


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ISATUG meetup Feb 9, 2016

  1. 1. Tuesday Feb. 9th, 2016 International ServerAdminTableau User Group (ISATUG) Meet-up Mark Wu Sr. BI Manager @ NetApp
  2. 2. 1. Tableau @ NetApp Summary 2. How to Balance Governance and Self-Service 3. Business Benefits Scale OutTableau for Enterprise Self-Service
  3. 3. 3 Annual Revenue Global Employees Patent Assets
  4. 4. Platform Ready: IT server licenses, Infra, architecture,… 2 Tableau Server Clusters 30 sites 280 Desktop users 4,200 users on Tableau Server 5,000 views published to Tableau Server 70,000+ views rendered per month Jan 2015 Jan 2016
  5. 5. “Where we want to be” 5 Time MaturityLevel&Users 2014 2015 Operating Model Support Model Data Governance Performance Management Publishing Community Governed Self-Service Enterprise Tableau Server has 4,200 users in 12 months 40 Server license IT bought Enterprise Tableau Server Core licenses 2013
  6. 6. Governance Self-Service Capabilities Traditional BI Tools (OBIEE, BO, etc) Newer Self-Service Analytics Tools (Tableau, MicroStrategy, etc)
  7. 7. 7 Enterprise Application Data Tier 1 Enterprise Data Warehouse (Oracle)(SFDC, Oracle, SAP, etc) Department or Functional Data Tier 2 Data Warehouse Customer Auto Call Home Data Dashboards Ad-hoc Mobile Apps eMail Burst Self-Service Analytics Platform
  8. 8. 8 ü  Strong enterprise security ü  Scalability ü  Advanced metadata layer ü  Support multi-user dev ü  Quick & rapid reporting ü  Easy to use ü  Great visualization ü  Easy data blending ü  7,000 Users ü  IT Controlled ü  Enterprise Certified Data ü  4,200 Users ü  Self Service ü  BU Certified Data
  9. 9. 9 IT Prioritization Dashboard Building Business Business Operations Sales Mktg Fin Product …….
  10. 10. 10 IT Scalability Platform Management Data Management Business Business Operations Sales Mktg Fin Product ……. Data extracts Dashboard Building
  11. 11. 11 IT Server Enterprise Data Technical Consulting Auditing & compliance Governance Support Learning Business Sites Department Data Release Tableau Workbooks 11
  12. 12. 12 Tableau Desktop User Community Tableau Operating Council X-functional group of Tableau experts, stakeholders, to identify, define and drive tactical process, best practices towards protecting the value of the shared Enterprise Tableau Server asset Sales Product Finance IT MarketingMFG Service Operating Model Support Data GovernancePerformance Publishing Community Questions: 1.  Who makes the rules for Enterprise Self-Service Platform? 2.  Who enforces the rules?
  13. 13. 13 Tableau Day Tableau User CoE Lunch and Learn Tableau Training – one day free training to any NetApp emp NetApp Tableau Live Operating Model Support Data GovernancePerformance Publishing Community Learn from external Tableau community
  14. 14. 14 ü  Complete Self-Service ü  7x24, no blackout Tableau Publishing : Trust and Decentralized Tableau Test Tableau Production Check Point Site admin owns but IT may take control if rules not followed Question: How much IT should be involved for publishing or release? Operating Model Support Data GovernancePerformance Publishing Community Principles: 1.  Test first 2.  Performance rule of thumb 5-10-20 seconds
  15. 15. 15 Objectives: 1.  How to protect the value of shared Tableau self-service environment? 2.  How to prevent one badly-designed query from bringing all servers to their knees? Site ClosureMonitoring & AlertingServer Policy •  Site size < 2G •  Workbooks size < 500M •  Extracts timeout < 2 hours •  ….. • Daily yellow alerts 10-20 seconds render time • Daily red alerts >20 seconds render time Operating Model Support Data Governance Performance Publishing Community • Public performance metrics 3 Week Red Warning
  16. 16. 16 Auditing Connections Data Masking “Must have” for Self-Service BI Enterprise Data Management ü  Consistent data access from Tableau, OBIEE and transaction systems ü  No connection to Tier 1 DW, ERP, SFDC, etc ü  Masked sensitive HR & Fed data in Tier 2 Objective: 1.  How to ensure Tableau self-service compliance with existing data governance process, polices and controls? 2.  How to avoid multiple versions of KPIs? Operating Model Support Data Governance Performance Publishing Community
  17. 17. Tableau Server Partner Intelligence Products Manufacturing Technical Service …. •  Data •  Extracts •  Reports •  Users •  Data •  Extracts •  Reports •  Users •  Data •  Extracts •  Reports •  Users •  Data •  Extracts •  Reports •  Users •  Data •  Extracts •  Reports •  Users Operating Model Support Data Governance Performance Publishing Community Sites
  18. 18. 18 •  Roles & responsibilities •  Protecting the value of the shared asset •  Auditing •  Engagement process •  Desktop licensing model •  Server access policy •  Reporting permission •  Release process •  Vendor management •  Report support •  Server support •  Monitoring •  Server maintenance & upgrade •  Usage/Ops metrics •  Customer data protection •  Data privacy •  Data access consistence •  Data level security •  Data sources •  Community & Collaboration •  Tableau User Group •  Training •  Best practice & Tips •  Perf check & monitoring •  Performance tips •  Best practices •  Data Extracts
  19. 19. 19 Business Review Conversion to Tableau •  4,200+ User in one year •  Central funding allows BU quickly started •  Rock Solid HA Server •  Rock Star Admins •  SFDC users get enriched Tableau views/ data seamlessly •  Tableau users & permissions created automatically per SFDC •  Tableau servers in DMZ allowing partner access •  Role level security per partner •  Hidden URL to avoid user guessing other views •  100+ hours saved per month in data processing •  Fully automated, data-driven presentations via Tableau •  Eliminated barriers to data with shared data sources SFDC Integration External Partner Access IT Funded Core Server License Success
  20. 20. 20 Operating Model Support Data Governance Perf Publishing Community 1.  Tableau enterprise council with business & IT 2.  Trust & empower business teams 3.  Make BU site admins accountable 4.  Must have data governance
  21. 21. Mark Wu Ø  Welcome to join Enterprise Tableau User Group @