Self-Service Analytics Overall Process

Step 1: Submit New Department Questionnaire Step 1: Submit New Department Questionnaire


Developers who would like to be part of UCSF Self-service Analytics Program initially need to submit a "New Department Questionnaire" to determine how the department needs align with the product offering and to provide most appropriate level of support. Once the Developer submits "New Department Questionnaire", SSA Team will review the questionnaire and setup an online Consultation and Onboarding Meeting to go over the Overall Processes

Step 2: Complete Tableau Training Step 2: Complete Tableau Training


Tableau Developer Training is a prerequisite to apply for Enterprise Tableau Developer License in the SSA Program. This training course is mandatory for the users who does not have any prior experience or knowledge about Tableau Desktop and Dashboard development. Developers who does not want to register for a complete Tableau Developer Training course can register for this Skills Assessment test. It includes a set of questions that needs to be answered by the Developer who wants to apply for Enterprise Tableau Developer License.

Step 3: Understand Tableau Roles & Permissions Step 3: Understand Tableau Roles & Permissions


The role of a Tableau Developer in the SSA program is to Design, Develop, Publish, Test and Troubleshoot Dashboards and Data Sources. Developer also acts as the primary point of contact from their department who is responsible to communicate and co-ordinate with different stakeholders including Functional Users, Tableau Admin team, Data Governance Team and Database Administrators etc.

The role of a Tableau Developer in the SSA program is to Design, Develop, Publish, Test and Troubleshoot Dashboards and Data Sources. Developer also acts as the primary point of contact from their department who is responsible to communicate and co-ordinate with different stakeholders including Functional Users, Tableau Admin team, Data Governance Team and Database Administrators etc.

The role of a Tableau Viewer in the SSA program is to View and filter the Dashboards published by the Developer

Step 4: Obtain Tableau Developer License Step 4: Obtain Tableau Developer License


Tableau Developer License is required to connect to the Data sources and develop Workbooks using "Tableau Desktop" application, which is hosted on Enterprise Tableau platform. In odrer to obtain Developer license, user must complete "Tableau Developer Training" or "Tableau Developer Skills Assessment" and submit a "Tableau License and Access Request Form (LARF)"

Step 5: Access Tableau Desktop and Server Environments Step 5: Access Tableau Desktop and Server Environments


Tableau Desktop application is hosted on Citrix environment, which is only accessible to authorized Tableau Developers. Tableau Desktop is used to connect to data sources and develop dashboards. Please note that, Interactors and Viewers are restricted to access Tableau Desktop.

Tableau Server is a web-based application, which is used to share Dashboards and Data Sources* with Interactors and Viewers. Tableau Server has '3' different sites: Tableau Development Site, Tableau QA Site and Tableau Production Site.

Please note that, Tableau Development Site is only accessible to authorized "Tableau Developers". Tableau QA and Production Sites are accessible to authorized Interactors and Viewers.    

Step 6: Connect to Data Sources in Tableau Desktop Step 6: Connect to Data Sources in Tableau Desktop


Tableau Developers are allowed to connect with variety of data sources, which are supported by Tableau Desktop application. If your data is in the form of files like .CSV, .XLS, .JSON etc then, you first need to copy those files to Citrix environment and then connect using Tableau Desktop. If your data is in the form of databases like Oracle, SQL Server, DB2 etc then, make sure you are authorized to access the data before connecting from Tableau Desktop. In this section, we are going to show how to to connect Tableau Desktop with .CSV, .XLS, Oracle, and SQL Server.   

Step 7: Develop Dashboards and Data Sources in Tableau Desktop Step 7: Develop Dashboards and Data Sources in Tableau Desktop


Tableau Developers are responsible to develop Dashboards and Data Sources (Live or Extract) in Tableau Desktop. It is very important to follow certain guidelines and best practices to develop meaningful dashboards with improved performance.

Step 8: Publish, Refresh, and Test in Tableau Development and QA Sites Step 8: Publish, Refresh, and Test in Tableau Development and QA Sites


Tableau Developer is responsible to publish Workbooks and Data Sources (Live or Extract) from Tableau Desktop to Tableau Server (Tableau Development Site and Tableau QA Site). 

As a first step, Workbooks and Data Sources must be Published to Tableau Development Site to perform "Unit Testing" to make sure everything is functioning as expected. Later, they must be published to Tableau QA Site so that they can be shared with Interactors and Viewers across your department or UCSF.

Step 9: Request Interactor/Viewer Access in QA Step 9: Request Interactor/Viewer Access in QA


Once the Dashboards and Data Sources are published to Tableau QA Site, Tableau Developer is responsible to request access for Interactors and Viewers. Please note that, granting access to users is administered and controlled by Tableau Admin team. Tableau Developers are not authorized to grant permissons on the Tableau Server.

Step 10: Request Production Deployment Step 10: Request Production Deployment


Once the User Acceptance Testing is completed on Tableau QA Site and all the Dimensions and Measures are reviewed by Data Governance team, Tableau Developer can submit a Tableau Production Deployment Form to promote Dashboards and Data Sources to Tableau Production Site. The purpose of deploying Dashboards and Data Sources to Production environment is to share them with Larger audience across the department or at UCSF. 

Step 11: Request Viewer Access in Production Step 11: Request Viewer Access in Production


Once the Dashboards and Data Sources are published to Tableau Production Site, Tableau Developer is responsible to request access for Viewers. Please note that, Interactor access is not allowed by default in Tableau Production Site unless there is a proper justification. 

Granting access to Viewers is administered and controlled by Tableau Admin team. Tableau Developers are not allowed to grant permissons on the Tableau Server.

Step 12: Publish Metadata Catalogue Step 12: Publish Metadata Catalogue

Tableau Developers are responsible to work with Data Governance team to complete MetaModel documentation related to their Dashboards and Data Sources (Live or Extract). Please contact [email protected] for any questions