Developing a Tableau Education Plan

An education plan outlines how your employees will gain the skills needed to be successful in their roles. Before considering enablement options, it is important to identify who your users are and what skills they need to fulfill their specific responsibilities to make your Tableau deployment successful. Find more information about defining your users in Tableau Education Role Mapping.

Education is an ongoing process, and users need readily available tools to stay up to date on the latest product or feature releases. A well thought out plan streamlines skill development for existing and new users. As you consider enablement options, think about the following:

  • Who are your users and how many are in each role? This information can be aggregated from the Tableau Users in the Tableau Blueprint Planner.
  • Where are they located? Users can be in a single location or spread across multiple locations.
  • How quickly do they need to get up and running? Consider organizational-level initiatives or goals that are impacted by the success of your users.
  • How do they like to learn? Some learners prefer an immersive classroom experience, while others prefer self-paced learning that accommodates their day-to-day work.

These answers will help you determine which enablement options best fit your users individually and your organization as a whole.

Learning Paths

Role-based learning paths are designed to accelerate user proficiency. Each path is curated by product experts to provide users with the right resources at the right time. Learning paths include self-paced eLearning content, classroom courses, free resources, and assessments available through Tableau’s eLearning platform. Learning paths guide users in each Education Role to develop the necessary skills while encouraging those with existing analytic skills to accelerate to more advanced levels.  For more information, see education products on the Learning Paths overview.

Learning Paths map to Skills by Tableau Education Role and provide clear paths for every role you’ve identified in your organization. Users may need to complete multiple paths if their responsibilities fall across more than one Education Role.

All Learning Paths are included in the eLearning for the Creator subscription, and a subset (Executive Sponsor, Community Leader and Consumer) are available in the eLearning for the Explorer subscription (some paths include classroom courses at additional cost).

Enable a Data Culture:

Provide insights and develop visualization solutions:

Deploy and manage an optimized environment:

In addition to curated skill building activities, each learning path includes knowledge checks to ensure the concepts and skills learned are being fully absorbed. Each learning path ends with a skills assessment that covers the core concepts from the path. Upon passing the assessment, the user is awarded a Role Badge (more information about Role Badges here). A user who does not pass is given a detailed list of lessons to review before attempting the assessment again.

To explore content from each learning path, see Tableau eLearning samples.

Education Resources

Role-based learning paths are the most scalable and consistent way to enable users (link to Learning Path Landing Page) However, paid training courses and other resources can also be consumed individually. This allows an organization to add resources to a learning path in order to increase the breadth or depth of a user’s skill set, if needed.

  • eLearning – Tableau eLearning is web-based training users can consume at their own pace. Courses are interactive and designed to help users learn how to use Tableau, regardless of skill level. Subscriptions include access to Learning Paths and courses.
  • Classroom Courses – Comprehensive instructor-led training allows users to get up to speed quickly. Available in-person in cities worldwide or virtual, classroom courses are designed to provide a distraction-free learning environment. Organizations with large groups of people requiring training at the same time may save time and money by choosing to have a Tableau trainer lead classes on-site.
  • Free Training Videos – These pre-recorded videos supplement formal training and are a great way to quickly orient users to a specific feature or concept. These videos are not intended for stand-alone training and should be paired with a more formal training solution.
  • On-Demand Webinars – This library of webinars acts as a repository for knowledge sharing for everything from Tableau product releases to niche industry topics.

Organizations wishing to curate their own training materials for Tableau users will need to collate Tableau documentation, videos, and other ancillary skill resources for corresponding job functions. Organize these materials into programs that provide recommended coursework with sequential skill and knowledge development.

In addition to Tableau’s education resources, add your own organizational context to help users learn how to apply these product skills to their day-to-day job functions, company sources of data, and organizational best practices. Internal programs should have clear goals and deadlines, and users should have adequate time to meet them.

 

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