Making Tableau Dashboards Shareable

Easily Create Secure, Browser- and
Mobile- Based Dashboards
MAKING TABLEAU DASHBOARDS
SHAREABLE

• Introductions – Presenters and Senturus
• Tableau Server
– Versions / licensing options
– Installation and upgrades
– Security
– Use Tableau Desktop 9.3 (beta) to build an interactive dashboard –
share using Tableau Server
– Interact with published views via any browser
– Create your own analysis, while using Server only
– Administration
– Mobile (iPad)
• Q&A – Answers to Questions Asked by Viewers During this Webinar
• Additional Resources
Agenda
Copyright 2016 Senturus, Inc. All Rights Reserved.

Introduction: Today’s Presenters
Michael Weinhauer
Practice Area Director /
Solutions Architect
Senturus, Inc.
Chuck Hooper
Business Intelligence
Consultant

Free Resources at www.senturus.com/resources/
Copyright 2016 Senturus, Inc. All Rights Reserved 4

To hear the recording from this webinar: Making Tableau
Dashboards Shareable: Easily Create Secure, Browser-
and Mobile- Based Dashboards, visit our website.
While you are there, you can also view and download
this deck and the Q & A log at:
www.senturus.com/resources/making-tableau-
dashboards-shareable/
Hear the Recording

BUSINESS ANALYTICS:
ARCHITECTED TO SCALE
SENTURUS INTRODUCTION

• Dashboards, Reporting & Visualizations
• Data Preparation
• Big Data & Advanced Analytics
• Enterprise Planning
Laser Focused on Business Analytics

Senturus Offerings
• Turnkey Projects
• Dedicated Resources
• Training
• Accelerated Development Tools
• Migrations/Upgrades/Installations
• Performance & Optimization
• Jumpstarts
• Project Roadmaps & Assessments

Senturus Enterprise BI Connector for Tableau
Allows Tableau direct access
to data in existing BI systems
Benefits
• Access to semantic layers in
existing analytics solution
• Confidence in the data
• Superior Tableau
performance
• Faster ROI
• Secure, auditable,
compliant, governed data
a

900+ Clients, 2000+ Projects, 16+ Years

MAKING TABLEAU DASHBOARDS
SHAREABLE
EASILY CREATE SECURE, BROWSER- AND
MOBILE- BASED DASHBOARDS

1. Give you everything needed to understand
what Tableau Server is and how it benefits any
organization
2. Answer your questions
Two Simple Goals for Today

In-House – Named User License
• $1000 / named user – unlimited hardware
In-House – Core Based License
• $3xx,000 per 8 core box – unlimited users
Tableau Online – hosted Tableau Server
• $500 per year per person – 100GB storage allowed
License can be purchased from Tableau or Partners
Tableau Server Versions & Licensing

• Run a backup of the current environment
• Do a Windows uninstall of the old
• Download the current installer (~990Mb)
• Trial version is 100% functional – with 14 day trial
license
• Installs on a Windows Server
⎼ Both 32 bit and 64 bit versions available
• Typical install, accepting all defaults = 15-30 minutes
Install Tableau Server (Upgrade)

Tableau Server Installation

But, as expected, there may be “gotchas”
• Creating a “cluster” environment, for larger installations
• Non “Active Directory” authentication can by tricky
• Setting up Server / role-based security
• Determining causes of performance issues
• When to publish live connections vs. extracts
• Connectivity from Server to DBMS – firewall issues
Basic Installation is Done

• DBMS Server based
• Database table linked to our analysis
• The publisher can use a “User Filter”
• Server administrator
Each method is additive
Ways to Implement Security

Use Desktop to publish a dashboard
Then, we will work inside Tableau Server:
• View what we published (browser)
• Create out own views (“edit” function)
• Discuss administration
• Discuss Tableau iPad apps
Build an Interactive Dashboard

Tableau App
• More eloquent way to get to Tableau Server views
Vizable
• Free app for analyzing flat file data
• No relation to other Tableau apps / products
iPad Apps

To hear the recording from this webinar, visit our
website. While you are there, you can also view and
download this deck and the Q & A log at:
The Senturus comprehensive library of recorded
webinars, demos, white papers, presentations, and case
studies is available on our website at:
www.senturus.com/resources/
Hear the Recording

Answers to questions asked by viewers
during this webinar.
Q & A LOG

Q: What format does the data need to be in, Cubes, Star
Schema or 3 normal form?
A: It doesn't need to be in any particular form – any of the
sources you mention could be your source. However, for various
reasons you may want to structure it as a Star or use a certain
source. It really depends upon the use case.
Q: Does Tableau Server need to have any virtual directories
created as part of the install (Similar to a Cognos install)?
A: It creates these automatically - it's much more straightforward
than a typical Cognos installation. It gets more complicated when
you move to clustered/HA/DR environments, or when you need
to apply more specific security. If you need assistance with that,
contact us at: info@senturus.com.
Q & A Log From:
Making Tableau Dashboards Shareable Webinar

Q: For live data connecting to Oracle Database how can I
ensure that no one else can use our login credentials
(username and password)?
A: You can set the login up to require the username and password
whenever anyone connects. Don't store the login credentials with
the workbook/source.
Q: How can I share views besides email?
A: You can share views using the subscription process. When you
use the batch “tabcmd.exe” program, multiple views/workbooks
can be distributed email and sent to network drives. Also, using
“tabcmd.exe” you can create images or PDF files of the
dashboard images and place them on network drives for access at
a later time.
Q & A Log From:

Q: We use a generic ID to pull data, users don't have their
passwords so if we publish a report on Server can it pull data
for their worksheets only?
A: You can apply security at any level, by using different Tableau
techniques such as security table or user filters. Individuals
sharing the same login credentials can still see only specified
subsets of the data this way.
Q: Are there any differences between the web vs. desktop
versions of Tableau?
A: Yes, most of the differences are in the analytics pane, but the
delta closes a little with each release. The core functionality is
pretty similar.
Q & A Log From:

Q: Are there browser compatibility issues, do you recommend
one browser over another?
A: Browsers such as Edge, Internet Explorer, Chrome, Safari, and
Firefox render a little differently, but overall there are no issues.
If you are publishing and know your audience, make sure you test
published results with the common browser(s) and screen
resolutions.
Q: Is there a list of Tableau features that are available in
Desktop but not available on Server?
A: We cannot find a document that describes the features;
however, the list of limitations decreases with every release. The
only significant differences we have found (as of the 9.3 beta) is
not being able to connect to a new data source and no forecast
option.
Q & A Log From:

Q: How can managers be encouraged to be more interactive
Tableau users and not just passive information consumers who
depend on analysts to turn data into consumable information
for them?
A: The paradigm shift from passive consumer to interactive
insight driven user is a process, based on what starting point
you’re at. One of the biggest obstacles is fear – which is
mitigated by training and support. Another requirement for
interactive users is a top-down management approach, where
expectations need be set at the management level. In addition,
we offer private training classes in which topics are custom
designed, scheduling a class to describe the importance of
interactivity would be another way to educate managers.
Learn about our private training classes:
www.senturus.com/tableau-training/
Q & A Log From:

Q: What are the advantages for internal Tableau Server over
the Cloud?
A: The Cloud has less initial expenses and IT involvement and
requires you publish extracted data in most cases. On-premises
gives you direct, real time access to your data and no file size
limitations.
Q: How to I migrate a large number of dashboards from Cognos
to Tableau?
A: For this migration, we need additional information and can
help estimate and plan the process. For more information,
contact us at info@senturus.com.
Q & A Log From:

Q: How do I migrate a large number of dashboards from
Development to Production?
A: This is not a big issue. Processes can be set up to assist with
the migration, including some applications from parties outside
of Tableau.
Q: With healthcare data we don't want data being viewed by
outside sources. Is it possible to not allow data to be viewed
on mobile apps?
A: If the data is available on Tableau Server inside your firewall,
then all content can be viewed on any device, where the user is
licensed and authenticated. The only way for outside users to
access your data via a mobile device (or any device) is to allow
access using VPN. In addition, you can implement some extra
steps that the access path has to go through to check for, and
stop, specific devices from accessing data.
Q & A Log From:

Q: How do I share entire workbooks through server?
A: When you publish to Server, you are publishing the entire
workbook. You can designate which views are to be shown, but,
all are published. By default, users with access to the workbook
has access to all views in that workbook. Individual tabs can be
secured differently. Also, if you publish with an extract in play,
you can set up automatic refreshing of the extract and using
“tabcmd.exe” you can automate the pulling of the packaged
workbook to a network drive for full access by anyone with
Tableau Reader.
Q: Is there an Android app?
A: Yes, Tableau Server views can be accessed from an Android
device. We can assist you with learning more about using mobile
devices and other features with our private training classes.
Learn more at: www.senturus.com/tableau-training/
Q & A Log From:

Q: How much are the Senturus Tableau training classes?
A: Both of our Tableau training courses are two-days.
Introduction to Tableau Visualizations and Analysis is $799
http://bit.ly/SenTabTrain
Advanced Tableau Data Visualization and Dashboarding is $999
http://bit.ly/SenAdTab
In addition, we also offer onsite, private training for both Tableau
Desktop and Server that are tailored to suite your users’ level of
expertise. Learn more:
www.senturus.com/tableau-training/
Q & A Log From:

Tableau Server 9.0 High Availability: Delivering Mission-
Critical Analytics in the Flow
Tableau Server 9.0 Scalability: Powering Self-Service
Analytics at Scale
Tableau Server Whitepapers

Free Resources on www.senturus.com

Free Tableau Server Trial & Assistance
If you would like a free Tableau Server Trial and free
assistance installing it send an email to Jim Frazier
at: jfrazier@senturus.com.
The link to the free trial is also on the Senturus
website:
.

www.senturus.com/events
Upcoming Events

• 2 Days – Onsite Personalized Training
• 3 Days – Discovery and Development
• Business requirements
• Data sources
• Support models
• Architectural approaches
• Install and configure Tableau Server
• Jointly develop workbooks and dashboards
• Future proofing and version control
Contact Senturus at info@senturus.com or 888 601 6010
Tableau Jumpstart Program

2-Day Live Intensive Tableau Training
• Introductory and advanced courses
• Regularly scheduled
• Live, instructor, hands on
• Expert business analytics instructors
• Hard-copy training materials
Custom Onsite Tableau Training
• Led by Chuck Hooper, Tableau Zen Master
• Tailored to users’ level of expertise
• Desktop and Server versions
• Classes can be made even more relevant by using your
company’s data
Tableau Training Options

Thank You!
www.senturus.com
888-601-6010
info@senturus.com
Copyright 2016 by Senturus, Inc.
This entire presentation is copyrighted and may not be
reused or distributed without the written consent of
Senturus, Inc.

Making Tableau Dashboards Shareable

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