My Tableau Role

Congratulations! You’ve determined that self-service with Tableau is a good fit for your reporting needs. It’s time to consider who will be using Tableau and what role is the best fit.

Every Tableau user is assigned a role based on how your organization will use the self-service capabilities, and the tasks you’ll be performing. Tableau tasks range from simple viewing of a dashboard to more complex tasks such as connecting to databases or data modeling.

Tableau defines three roles, each requires different access and security levels. Want to know if you are a Developer, Interactor or Viewer? Take the quiz and find out!

  1. Developer
  2. Interactor
  3. Viewer

The responsibilities of these user roles and how they use the SSA Tableau platform varies. 

Developer Role

A Tableau Developer serves as a technical resource for specific departments or functional areas. Developers work within their respective areas to develop and modify reports and dashboards, provide connections to new and existing data sources, prepare data for use in Tableau, develop extracts, publish data sources and workbooks, develop custom scripts, coordinate releases of data and workbooks, as well as perform complex technical tasks such as integration with R.

The Developer is the department or group’s point of contact for IT for coordination, approvals, migration of data and workbooks between environments, as well as sign-offs prior to migration of objects to the production environment. In some cases, the Developer may also assume Interactor role responsibilities.

The key responsibilities of the Developer include:

  • Provide support to their department’s Interactors
  • Provide connections to data sources
  • Prepare data for use by Tableau
  • Develop Tableau hyper-extracts
  • Develop reports and dashboards
  • Add or create new dimensions and metrics
  • Search or provide updates to data catalogues/meta data reporting
  • Unit testing of reports and dashboards
  • Coordinate user access and content migration activities with IT 
  • Provide Tier 1 support for Tableau issues reported by departmental or group personnel that cannot be resolved by the Interactor
  • Monitor Tableau report and dashboard efficiencies 

Interactor Role

Tableau Interactors serve as primary support for reporting needs within their own department or functional area. They are typically familiar with the business requirements associated with requests to create (or modify) new dashboards, workbooks, and reports. Interactors perform their work using Tableau Online, which includes tasks such as developing or modifying dashboards, adding or removing fields from existing reports, as well as developing new calculations or metrics. Interactors cannot publish reports or dashboards.

Interactors work with the Developer to have Viewers test reports and dashboards in the quality assurance environment. They are the first point for answering Viewer’s questions regarding dashboards/reports the Interactor has developed, interpreting data, identifying new requirements or changes to existing reports/dashboards and, also helping resolve any issues. Interactors may escalate complex issues to their assigned Developer.

The key responsibilities of the Interactor include:

  • Provide support to their department’s Viewers
  • Develop new reports and dashboards in Tableau Server (QA)
  • Perform ad-hoc analyses
  • Coordinate user acceptance testing (UAT) of dashboards and reports with Viewers and obtaining their sign-off prior to requesting migration to other Enterprise Tableau environments
  • Identify new reporting requirements and changes for existing ones

Viewer Role

Tableau Viewers are the ultimate consumers of reports and dashboards that have been created by either a Developer or an Interactor. Viewers can only access specific reports or dashboards relevant to their job function or department. They cannot develop or publish new reports or dashboards, though they can request them from their assigned Developer.

A Viewer’s typical interaction with Tableau is limited to navigating to and viewing a report or dashboard. Such a user may also perform subsequent tasks such as making field selections for time periods, performing drilldowns, re-formatting a report display, or sharing reports with other authorized users.

The key responsibilities of the Viewer include: 

  • View available reports and dashboards
  • Provide requirements and feedback to Interactors and Developers for creating or enhancing reports and dashboards
  • Participate in in User Acceptance Test (UAT) activities for new reports and dashboards prior to their migration to production
  • Report issues to their area’s Interactor or Developer

The Role of IT in SSA

IT Enterprise Information and Analytics (IT EIA) plays an important role in SSA and provides the necessary infrastructure, process and guidance needed to operate the Tableau SSA environment. The goal of IT EIA is to maintain the appropriate balance of business autonomy and flexibility through self-service while ensuring the implementation of data safeguards and stewardship. 
 
The responsibilities of IT include:

  • Provide Tableau training and certification
  • Provision Tableau licenses 
  • Prepare new enterprise data sources
  • Administer Tableau application user access & security
  • Manage content migrations across Tableau environments
  • Provide Tier 2 support for issues
  • Ensure overall health and maintenance of the Tableau platform