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Thursday March 3rd, 2016
TableauWest Coast
CustomerAdvocacy Summit
Keynote Presentation
Scale OutTableau for Enterprise Se...
Annual Revenue Global Employees Patent Assets
Enterprise
Server Ready:
IT server
licenses, Infra,
architecture,…
2 Tableau Server Clusters
30 sites
320 Desktop users
4,...
5
Time
MaturityLevel&Users
2014 2015
Operating
Model
Content
Certification
Data
Governance
Performance
Management
Publishi...
6
Enterprise Application Data
Tier 1 Enterprise
Data
Warehouse
(Oracle)(SFDC, Oracle, SAP, etc)
Department or Functional
D...
7
ü  Enterprise
security
ü  Scalability
ü  Advanced
metadata layer
ü  multi-user
develop ü  Quick & rapid
reporting
ü...
IT
Server
Data
Service
Technical
Consulting
Auditing &
compliance Governance
Support
Learning
Business
Sites
Department
Da...
9
Tableau Desktop User Community
Tableau Operating Council
X-functional group of Tableau experts, stakeholders, to identif...
10
Governing
Body
Content
Certification
Data
GovernancePerformance
Publishing
Community
11
ü  Complete Self-Service
ü  7x24, no blackout
Tableau Publishing : Trust and Decentralized
Tableau
Test
Tableau
Produ...
12
Objectives:
1.  How to protect the value of shared Tableau self-service environment?
2.  How to prevent one badly-desig...
13
Auditing
Connections
Data
Masking
“Must have” for
Self-Service BI
Enterprise Data Management
ü  Consistent data access...
14
Objective: How to provide trustworthy contents to end consumers?
Governing
Body
Content
Certification
Data
GovernancePe...
15
Governing
Body
Content
Certification
Data
GovernancePerformance
Publishing
Community
Governed
Self-Service
•  Engagemen...
16
Business
Review
Conversion
to Tableau
•  Retired many
shadow IT
systems
•  Lower data
management
risk
•  Visibility on ...
17
Governing
Body
Content
Certification
Data
GovernancePerformance
Publishing
Community
1.  Tableau enterprise council wit...
Mark Wu
•  Email: markwu2000@gmail.com
•  Blogs: http://enterprisetableau.com/blogs/
•  Presentations: http://enterpriseta...
Tableau Customer Advocacy Summit March 2016
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Tableau Customer Advocacy Summit March 2016

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Tableau Customer Advocacy Summit March 2016

  1. 1. Thursday March 3rd, 2016 TableauWest Coast CustomerAdvocacy Summit Keynote Presentation Scale OutTableau for Enterprise Self-Service
  2. 2. Annual Revenue Global Employees Patent Assets
  3. 3. Enterprise Server Ready: IT server licenses, Infra, architecture,… 2 Tableau Server Clusters 30 sites 320 Desktop users 4,500 users on Tableau Server 70,000+ views rendered per month Jan 2015 Feb 2016
  4. 4. 5 Time MaturityLevel&Users 2014 2015 Operating Model Content Certification Data Governance Performance Management Publishing Community Governed Self-Service 2013 to departments 2016
  5. 5. 6 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 Mobile Apps eMail Burst Self-Service Analytics Platform
  6. 6. 7 ü  Enterprise security ü  Scalability ü  Advanced metadata layer ü  multi-user develop ü  Quick & rapid reporting ü  Easy to use ü  Great visualization ü  Easy data blending ü  IT-Driven ü  Standard Reporting ü  Answer Known Questions ü  Enterprise Data Top Down Governed ü  BU-Driven ü  Speed & Agility ü  Answer new Questions ü  Any Data Bottom Up Governed
  7. 7. IT Server Data Service Technical Consulting Auditing & compliance Governance Support Learning Business Sites Department Data Release Tableau Workbooks 8
  8. 8. 9 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 Governing Body Content Certification Data GovernancePerformance Publishing Community Questions: 1.  Who makes the rules for Enterprise Self-Service Platform? 2.  Who enforces the rules?
  9. 9. 10 Governing Body Content Certification Data GovernancePerformance Publishing Community
  10. 10. 11 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? Governing Body Content Certification Data GovernancePerformance Publishing Community Principles: 1.  Test first 2.  Performance rule of thumb 5-10-20 seconds
  11. 11. 12 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 < 5G •  Workbooks size < 500M •  Extracts timeout < 2 hours •  ….. • Daily yellow alerts 10-20 seconds render time • Daily red alerts >20 seconds render time Governing Body Content Certification Data Governance Performance Publishing Community • Public performance metrics 3 Week Red Warning
  12. 12. 13 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? Governing Body Content Certification Data Governance Performance Publishing Community
  13. 13. 14 Objective: How to provide trustworthy contents to end consumers? Governing Body Content Certification Data GovernancePerformance Publishing Community Data & Questions Catalog Searching Business is empowered for self-service IT maintains data governance scope Track Identify Certify Use Certified Versions Discovery & Analysis Share & Refine
  14. 14. 15 Governing Body Content Certification Data GovernancePerformance Publishing Community Governed Self-Service •  Engagement process •  Desktop licensing model •  Server access policy •  Reporting permission •  Release process •  Vendor management •  Best practices •  Data Extracts •  Performance alerts •  Perf check & monitoring •  Customer data protection •  Data privacy •  Data access consistence •  Data level security •  Data sources •  Community & Collaboration •  Tableau User Group •  Training •  Best practice & Tips •  Roles & responsibilities •  Rules and policies •  Auditing •  Protecting the value of the shared asset •  Content Gov cycle •  Report catalog •  Report category •  Data certification •  Report certification
  15. 15. 16 Business Review Conversion to Tableau •  Retired many shadow IT systems •  Lower data management risk •  Visibility on new data sources •  Lean IT •  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 •  Reduced monthly planning cycle from 8 to 2 days •  Fully automated, data-driven presentations via Tableau SFDC Integration External Partner Access Big Wins for IT & Data Gov. Success
  16. 16. 17 Governing Body Content Certification Data GovernancePerformance 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 Governed Self-Service
  17. 17. Mark Wu •  Email: markwu2000@gmail.com •  Blogs: http://enterprisetableau.com/blogs/ •  Presentations: http://enterprisetableau.com/presentations/ •  LinkedIn Silicon Valley Tableau Group https://www.linkedin.com/groups/7018539 •  Tableau User Group : http://community.tableau.com/groups/san-jose-enterprise-analytics •  Tableau Server Admin Group: https://community.tableau.com/community/forums/server-administration

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