Post on 20-May-2020
Welcome
Tableau Role Based Subscriptions: Assessing Your Tableau User Type Needs
Lovekesh Babbar
Sales Consultant, Strategic Accounts
Tableau Software
# T C 1 8
Agenda
Role Based Subscription Model
The value of the model
What does a Viewer, Explorer or Creator really mean?
Tools to assess your user types
Q&R
Role Based Subscriptions
Role Based Subscription Offerings
Creator
Powerful suite of products for an analyst
Desktop + Prep + Tableau Server / Online
• Connect to all data sources• Curate data sources for consumption• Complete analytics capabilities with Desktop• Complete web-based analytics capabilities• Complete sharing and collaboration features
Explorer
Explore with full self-service analytics capabilities
Tableau Server / Online
• Complete web-based analytics capabilities• Create dashboards with curated data sources• Complete sharing and collaboration features• Complete access to underlying data
Viewer
View and interact with analytics
Tableau Server / Online
• Web-based access to interactive dashboards• Collaboration features (limited)• Download dashboards as images/PDF• Access to summary data
Tableau’s New Subscription Offerings
The Value of the New Model
Chasing Capacity
Capacity Planning
Planning for users and usage
The Value of Each User Type
What can I do as a Viewer?
Picture any one at your organization
I would like to
see the data
From any
device
And…
I want to be able
to filter for a slice
of data
And…
I want full
interactivity so I
can click around
And… I can ask someone
to dig deeper if I
see something
interesting
VIEWER
I would like
to see the
data
From any
device
Filtering
Full
interactivity
Commenting
@mentions
Receive
alerts
Subscribe
to a view
What can I do as an Explorer?
Wouldn’t it be great if…
I could just understand
what underlying factors
are causing the -10%
profit ratio
Or…
I could share this view for
California sales only.
My team only needs to
focus on CA.
Or, even better if…
I could ensure that
every morning at 8 AM,
the team receives the
“Sales Summary for CA”
Or… I could create an
alert when we hit
500K in bookings in
California?
Or…I can ask my own
questions of the datae.g., figure out which
products and customers
have negative profit ratio?
Or…
I could just ask a quick
question using the
another published data set?
EXPLORER =
see and
download
underlying
data
From the
browser
Subscribing
others to a
view
Share a
customized
view
Create a new
visual from
existing data
sourcesEdit visual
to ask a
new Q
Create a
data alert
VIEWER
What can I do as a Creator?
CREATOR
CREATOR
Export
curated
data
Clean up,
standardize or
combine data
Connect
or use
new data
Uncover
trends in my
data
Govern
users and
content
Publish data
for others
Integrate with
advanced
tools for data
science
EXPLORER
The Tools
Switch to Live Demo
How many of C, E or V do I need?
People who know the data should ask the questions
Software should be designed for deeper thinking
Analytics at scale can drive change
Know Your Role | The New User Landscape of Creators, Explorers, and Viewers
R E L AT E D S E S S I O N S
Past
DescriptionYou converted to named user, now what? In this session, we’ll go through strategies for deploying the conversion, and how to help users set up and manage their new named user model.
Carisa Chang, Chenfang Zou
Please complete the
session survey from the My
Evaluations menu
in your TC18 app
Q & R
#TC18
Thank you!
#TC18
LBABBAR@TABLEAU.COM