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Anoop Odedra
May 06, 2016

Give your Tableau deployment some TLC

Do you have Tableau at your organisaion?

(if not, contact us to learn more and see the power of your data in Tableau)


Do you feel your Tableau Server is running optimally?


Do you feel that your dashboards and content is performant?


Are your dashboards engaging, captivating and being used regularly by employees of your organisation?


If the answer to any or all of these questions is no, don't panic... help is at hand.


Enter the Promatix Tableau Deployment Health Check.



Give your Tableau deployment some TLC


Step 1: Understand your organisation's vision and areas to focus.


To be able to give a thorough review we need to understand what the vision is for Tableau within your organisation, achieved through a series of short meetings with key stakeholders.


We then ask for a short questionnaire to be completed to give us some background information about the organisation and the Tableau implementation so that we can hit the ground running when we arrive on site. We meet with some of the team including server administrators, dashboard developers as well as some consumers to understand any issues, feelings or key areas to focus the health check.


Step 2: Tableau Server health check


We begin the health check with a look at your Tableau Server. As part of the health check we will asses:

  • Hardware and Infrastructure

  • Installation & Configuration

  • Data Sources and Data Providers

  • Server report render performance

  • Server Usage & Data Size


Give your Tableau deployment some TLC



A detailed review is drawn up for each of these areas to ensure they are all performing as expected, as well as making sure all opportunities for optimisation are taken. A series of recommendations are then made for the deployment to meet the standards for each of these areas.


Step 3: Visual best practices and deployment of Tableau workbooks


Here we are focussing on the actual content being delivered through Tableau. We take a sample of the workbooks currently being used and assess each one against a set of criteria. Some of the criteria are simple, such as "Is there a report title?". But all of the criteria come together to create an engaging dashboard that is informative and visual.


We give each dashboard a score for "good practice" and put together a visualisation to represent overall how many dashboards follow best practices and how many don't.


Give your Tableau deployment some TLC


Recurring themes are identified and recommendations are made to bring the content in line with visual analytics and dashboard design best practices.


Part of the deployment health check will assess whether a style guide and template for dashboards exist as these two will make a big difference in how developers will apply the best practices being strived for in each dashboard or visualisation. If a style guide does not exist, Promatix can work with you to create one that incorporates your company's branding and coherent look and feel, as well as keeping the visual analytics concepts in mind to create compelling dashboards.


Step 4: Report findings


Once all of the assessments have been carried out all of the findings are documented and a comprehensive review report is compiled. We will also come to present the findings to any stakeholders who wish to see the findings on a big screen, as well as having the opportunity for any questions and clarifications.


The typical timeline for the Tableau Deployment Health Check is:


Day 1    Onsite meeting with senior stakeholders, onsite meeting with Tableau Developers

Day 2    Onsite reviewing currently deployed dashboards with developers to understand the

              intended audience and content of each, focussing on use of Tableau features and

              dashboard performance

Day 3    Onsite reviewing the currently deployed dashboards in the location they are to be

              consumed (Tableau server interface or local portal), focussing on Visual Best Practice and

              storytelling, review of current server configuration and performance

Day 4-5 Covering questions raised during Days 1-3.

Day 6-9 Write up of findings and recommendations

Day 10  Presentation of findings and recommendations to senior Stakeholders


So within 10 working days your organisation can go from thinking Tableau is not working properly, not being able to pinpoint why and therefore not engaging with the reports delivered through Tableau to their potential to knowing exactly what is right, what can be improved and how to improve it. Not bad for 10 days!


So how do we get this invaluable health check on our system I hear you ask?


Simple... Contact us today and we will schedule a date to come and take a look.


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