Frequently Asked Questions

Tableau Users Group

1. What is the enterprise roll out strategy for Tableau?

2. Why are we starting out with Non-PHI or PII data and when can I expect PHI and PII data be included?

3. How do I know if I am a Developer, Interactor or Viewer? These are three different roles, who perform different tasks. 

4. How do I get a Tableau License or access to the tool?

5. My department already has a Tableau Desktop license, can I go ahead and connect to the Tableau server?

6. Do I have to attend training before I can use the Analytics Innovation area?

7. When will training be offered and is there a cost to departments?

8. What kind of training can we expect, classroom, online, web-based?  Will it be different for the types of personas you described? What is the time commitment to attend training?

9. Who will determine how new data sets are added to the platform?

10. Will other departments be able to access my data? No, unless you permit them to.
 

What is the enterprise roll out strategy for Tableau?

Why are we starting out with Non-PHI or PII data and when can I expect PHI and PII data be included?
PHI and PII data are very sensitive and need extra security. We want to ensure that our processes are well-established and secure before we handle such data. We expect to start working with such data in 2019.

How do I know if I am a Developer, Interactor or Viewer? These are three different roles, who perform different tasks.
A Viewer is the ultimate consumer of content developed in Tableau. Such a user uses reports and dashboards developed by Interactors and/or Tableau Developers. A Viewer cannot perform ad-hoc reporting.
Interactors develop reports and dashboards. They can use Tableau to create/modify dashboards, as well as workbooks and reports, based on existing dimensions and metrics. Interactors can perform tasks such as adding or removing fields from existing reports, as well as develop new calculations or metrics in Tableau.
Tableau Developers are the key technical resources for their own functional area They prioritize and resolve Interactor issues and, also, initiate service requests. A Tableau Developer functions as the report release gate, investigates and resolves issues that do not require IT intervention (including advanced reporting, suspected errors and issues, etc.). Other tasks performed by a Tableau Developer include working with IT to coordinate report release schedule, create and edit objects (Dashboards, Workbooks, Reports, etc.), approve access requests within own functional area, etc. Tableau Developers are provided the highest allowable authorization level, subject to IT infrastructure limitations.

How do I get a Tableau License or access to the tool?

My department already has a Tableau Desktop license, can I go ahead and connect to the Tableau server?

Do I have to attend training before I can use the Analytics Innovation area?
Yes, you will need to go through the Interactor training.

When will training be offered and is there a cost to departments?
Formal training will start in October and there will be no cost associated with onsite training.

What kind of training can we expect, classroom, online, web-based?  Will it be different for the types of personas you described? What is the time commitment to attend training?
All three modes will be used. The method used to deliver training will depend on the specific course and the number of registered students. For the Developer training only, we expect the training to be in-class only.

Who will determine how new data sets are added to the platform?
The Mission Focused Data Council will perform the prioritization.

Will other departments be able to access my data?
No, unless you permit them to.