Tableau Education Role Mapping
This content is part of the Tableau Blueprint Methodology. Meet Tableau Blueprint(Link opens in a new window).
Your organization is full of people doing different things with data whether they recognize it or not. Some use data to answer questions to drive their lines of business forward. Others prepare spreadsheets and reports that they distribute within their department. Some others pull in raw data from cloud applications or grab quick snapshots of important KPIs to use during team meetings.
Each organizational role or job function has a relationship to data that you should identify and map to Tableau roles. Assessing the skills required to operate Tableau in each organizational role requires an understanding of which tasks can be completed with each product, plus an understanding of how those products correlate to Tableau’s licenses that are detailed above. As part of the discovery and planning work you’ll do upfront, you'll develop a plan for what licenses 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 you users will interact with data to determine the license types and education roles needed.
Using information discovered by the Data & Analytics Survey, you should assess each organizational role’s relationship to data, categorize types of users, and determine the best fit for education needs by license 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 License Types.
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 organization. We recommend that you review the education needs of different organizational 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 organization: These roles establish cultural & technical standards to align every Tableau user to the analytics goals of your organization.
Provide insights and develop visualization solutions: These roles use the capabilities of the Tableau platform to consume & create business solutions that range from ad-hoc visualizations 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.