Tableau education role mapping
This content is part of Tableau Blueprint – a maturity framework allowing you to zoom in and improve how your organisation uses data to drive impact. To begin your journey, take our assessment(Link opens in a new window).
Your organisation is full of people doing different things with data, whether they recognise it or not. Some use data to answer questions to drive their lines of business forwards. Others prepare spreadsheets and reports that they distribute within their department. Others again pull in raw data from cloud applications or grab quick snapshots of important KPIs to use during team meetings.
Each organisational role or job function has a relationship with data that you should identify and map to Tableau roles. Assessing the skills required to operate Tableau in each organisational role requires an understanding of which tasks can be completed with each product, plus an understanding of how those products correlate to Tableau’s licences that are detailed above. As part of the discovery and planning work you’ll do up front, you'll develop a plan for what licences you need for your near- and long-term roadmap with Tableau.
Current state definition
During the discovery process, the data & analytics survey helped you to identify how data is distributed and consumed within a department and existing skills among team members. When you review your survey results, it will be helpful to bucket users into those who distribute, derive or receive reports.
Future state definition
Once the current state is understood, you should define the future state. Consider how your users will interact with data to determine the licence types and education roles needed.
Licence Types
Using information discovered by the Data & Analytics Survey, you should assess each organisational role’s relationship to data, categorise types of users and determine the best fit for education needs by licence type. As the future state diagram shows, those who prepared and distributed reports become Creators, and users who modify and combine existing reports are likely Explorers. Viewers are content consumers. For more information see Tableau licence types.
Education role
We identified twelve Education Roles that map to prescriptive Learning Paths that will educate employees in the skills needed to contribute to the growth of a data-driven organisation. We recommend that you review the education needs of different organisational roles even if you decide to self-curate education resources or to consume training courses individually. For more information, see Tableau education and related topics.
Enable a data culture in your organisation: These roles establish cultural & technical standards to align every Tableau user to the analytics goals of your organisation.
Provide insights and develop visualisation solutions: These roles use the capabilities of the Tableau platform to consume & create business solutions that range from ad-hoc visualisations to embedded analytics.
Deploy and manage Tableau: These roles plan scalable deployments of Tableau Server or Tableau Cloud and, once in production, ensure that users can access what they need when they need it.
Enter the corresponding job titles for each education role listed on the Education role mapping tab of the Tableau Blueprint Planner. For more information on each education role, see Skills by Tableau education role.