Tableau Deployment
The Final Mile
Kye Hittle
Sr. Deployment Consultant
Deployment?
The Tableau Family
The Tableau Family
Source Data
Exs: Oracle, Excel,
API
End User Client
Web Browser, Tableau
Mobile (Tablet,
Smartphone)
Tableau Server
Tableau Online
Read-only
data access
HTTPS
HTTPS
Tableau Desktop
Creators
Tableau Prep
Creators
What’s the big deal?
(Based on Wayne Eckerson’s framework in his book "Secrets of Analytical Leaders.")
Components of a data-driven org
Data Value Chain
Data Staging Visual Analytics
Pipeline Storage Transformation Exploration PresentationSource
Products
Services
Mitto Prep
Data Staging Services Tableau Consulting &
Deployment
Embedded Analytics
Design & Implementation
Desktop
Server /
Online WAF Portal
Philosophy
The BI Spectrum
Data
Governance Self-Service
DESKTOP
Connect Analyze Share
SERVER/ONLINE
Tableau Workflow
Automation
Optimization
Optimization Attack Plan
Server Resource Baseline
Admin Views
Performance Recordings
Data & Viz Optimization
Dist./↓ Server Workload
Workbook Optimization
Lovekesh Babbar’s TC18 Session:
http://bit.ly/TabLovekesh
Additional Features
Additional Features
• Connect to Published Data Sources
• Subscriptions/Data Alerts
• Webedit
• User Filters (RLS)
• REST API
New Stuff
2018.2 Headline Features
• TSM (Windows)
• Spatial Joins
• Nested Sorts
• Extensions
2019.1 Headline Features
• Prep Conductor
• Ask Data
• Export to PPT
• Vector Maps
2019.2 Headline Features
• Parameter Actions
• New UI (Beta)
Why doesn’t Tableau __________________?
“Here’s a counter-intuitive fact: Chances are all those features you’ve
been adding to your design are hurting your user experience. Every
feature that’s squeezed in, in the name of giving your design a
competitive edge, has been making your design less competitive.”
Experience Rot
Tips
PLEASE
PLEASE
PLEASE
PLEASE
PLEASE
PLEASE
PLEASE
PLEASE
PLEASE
PLEASE
PLEASE
PLEASE
PLEASE
BACKUP
• Backup
• Proper Authentication Mode for your environment
• SMTP
• HTTPS
• Opt-In Permissions Model
• Single Sign On (SSO)
• Project, Group or Data Source Strategy
• Multiple-Node Cluster
• System Documentation
• And 100’s of other potential bad-day causers
What you don’t get by “clicking next”
- authentication (SSO, SAML, Kerberos, AD, etc.)
- smtp
- automation
- hyper-v
- cloud (firewalls, scaling, etc.)
- user provision
- networking (internet exposure, proxies)
- backup
- DR
- high availability/auto-scaling
- hardware sizing
- licensing
- permissions
- site strategy
- data source strategy
Some of the variables to consider for
Server environments
Admin Framework
Reminder PSA:
Words Matter.
Server
Site
Project
Workbook
View
Data Source Project
Tableau Server Object Hierarchy
Live Extract
Local
(embedded in WB) *. *
Published
*Default mode when creating a new data source in Tableau Desktop
Tableau Data Source Type Matrix
THANKS!
DISCUSS.

2019 -04-23 Austin, TX Tableau Users Group - Deployment: The Final Mile