Skills by Tableau licence type

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).

Licence type defines the features and functionality available when using Tableau products. In large deployments, learning paths defined in Skills by Tableau education role are a best practice. In smaller deployments, however, users may act in many different organisational roles, and determining skills needed by licence type may be sufficient.

We list educational resources aligned to Tableau licences here. Free resources supplement the formal training that helps to build a holistic, foundational understanding of the platform. Organisations that wish to collate free resources to build their own training curriculum may do so; however, we recommend comparing the resources required to develop and maintain an internal education programme versus using Tableau Education. In addition to being actively managed and consistently updated by Tableau, Tableau Education classes prepare users for Tableau product certification exams .

Tableau Creator skills

Users with Tableau Creator licences have access to the entire Tableau platform to analyse data and to build content for themselves and their organisations. These users perform tasks that range from basic analysis to using Tableau's advanced functionality to inform business decisions.

Resources for Tableau Creators include:

Additional ancillary skills can be beneficial. For example, the following general competencies required to be a Tableau Creator can be summarised as:

  • General data knowledge – How to connect to and prepare data, general data structures, joins and basic SQL.
  • Analytics best practices – Generating data questions, data visualisation, data storytelling.
  • Business knowledge – Familiarity with the business challenges and metrics monitored by business leaders.
  • Design fundamentals – Layout/design of dashboards, infographics and other graphical documents.

Most server administrators and site administrators also have Creator licences. They are responsible for installing, administering and maintaining servers and server sites used at their organisations. They are responsible for security, performance, governance and scalability for their users.

Resources for Tableau site or server administrators include:

Other ancillary knowledge needed for server administrators, which is defined in more detail in Tableau deployment:

  • Scripting for automation
  • Command line interfaces and APIs
  • Server sizing and topology
  • Network infrastructure and protocols

Tableau Explorer skills

Users with Tableau Explorer licences author simple visualisations through the web, navigate Tableau Server or Tableau Cloud environments, and understand the principles for creating effective views with data. Resources for Tableau Explorers include:

Additional ancillary skills can be beneficial for Explorers, such as:

  • Analytics best practices – Generating data questions, data visualisation, data storytelling
  • Business knowledge – Familiarity with the business challenges and metrics monitored by business leaders
  • Design fundamentals – Layout/design of dashboards, infographics and other graphical documents

Tableau Viewer skills

Users with Tableau Viewer licences navigate Tableau Server or Tableau Cloud environments, read various chart types, and know how to interact with visualisations.

Resources for Tableau Viewers include:

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