Welcome

Tableau Role Based Subscriptions: Assessing Your Tableau User Type Needs

Lovekesh Babbar

Sales Consultant, Strategic Accounts

Tableau Software

# T C 1 8

Agenda

Role Based Subscription Model

The value of the model

What does a Viewer, Explorer or Creator really mean?

Tools to assess your user types

Q&R

Role Based Subscriptions

Role Based Subscription Offerings

Creator

Powerful suite of products for an analyst

Desktop + Prep + Tableau Server / Online

• Connect to all data sources• Curate data sources for consumption• Complete analytics capabilities with Desktop• Complete web-based analytics capabilities• Complete sharing and collaboration features

Explorer

Explore with full self-service analytics capabilities

Tableau Server / Online

• Complete web-based analytics capabilities• Create dashboards with curated data sources• Complete sharing and collaboration features• Complete access to underlying data

Viewer

View and interact with analytics

Tableau Server / Online

• Web-based access to interactive dashboards• Collaboration features (limited)• Download dashboards as images/PDF• Access to summary data

Tableau’s New Subscription Offerings

The Value of the New Model

Chasing Capacity

Capacity Planning

Planning for users and usage

The Value of Each User Type

What can I do as a Viewer?

Picture any one at your organization

I would like to

see the data

From any

device

And…

I want to be able

to filter for a slice

of data

And…

I want full

interactivity so I

can click around

And… I can ask someone

to dig deeper if I

see something

interesting

VIEWER

I would like

to see the

data

From any

device

Filtering

Full

interactivity

Commenting

@mentions

Receive

alerts

Subscribe

to a view

What can I do as an Explorer?

Wouldn’t it be great if…

I could just understand

what underlying factors

are causing the -10%

profit ratio

Or…

I could share this view for

California sales only.

My team only needs to

focus on CA.

Or, even better if…

I could ensure that

every morning at 8 AM,

the team receives the

“Sales Summary for CA”

Or… I could create an

alert when we hit

500K in bookings in

California?

Or…I can ask my own

questions of the datae.g., figure out which

products and customers

have negative profit ratio?

Or…

I could just ask a quick

question using the

another published data set?

EXPLORER =

see and

download

underlying

data

From the

browser

Subscribing

others to a

view

Share a

customized

view

Create a new

visual from

existing data

sourcesEdit visual

to ask a

new Q

Create a

data alert

VIEWER

What can I do as a Creator?

CREATOR

CREATOR

Export

curated

data

Clean up,

standardize or

combine data

Connect

or use

new data

Uncover

trends in my

data

Govern

users and

content

Publish data

for others

Integrate with

advanced

tools for data

science

EXPLORER

The Tools

Switch to Live Demo

How many of C, E or V do I need?

People who know the data should ask the questions

Software should be designed for deeper thinking

Analytics at scale can drive change

Know Your Role | The New User Landscape of Creators, Explorers, and Viewers

R E L AT E D S E S S I O N S

Past

DescriptionYou converted to named user, now what? In this session, we’ll go through strategies for deploying the conversion, and how to help users set up and manage their new named user model.

Carisa Chang, Chenfang Zou

Please complete the

session survey from the My

Evaluations menu

in your TC18 app

Q & R

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Thank you!

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LBABBAR@TABLEAU.COM