Tableau Users

This content is part of Tableau Blueprint—a maturity framework allowing you to zoom in and improve how your organization uses data to drive impact. To begin your journey, take our assessment(Link opens in a new window).

With the audience size estimated in the Use Cases and Data Sources tab, you will drill-down one more level to list users. The Users tab of the Tableau Blueprint Planner helps you track individuals’ department, license level, learning path, and onboard date. Remember to designate at least one champion per department. Later, you will publish these names in the user directory on your Enablement Intranet, which is outlined in the Communications Guide.  Collect the following information for each user or categorize by type of user:

  • Name
  • Department
  • License Level
  • Permission Set License (for CRM Analytics)
  • Site Role
  • Learning Plan
  • Onboard Date
  • Tableau Champion?
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