Scaling Tableau to the Enterprise: The Perks and Pitfalls of Tableau Server Webinar
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This document discusses the benefits and pitfalls of implementing Tableau Server. Tableau Server allows users to share workbooks, access dashboards via mobile devices, and reduces licensing costs. Common pitfalls include underpowered hardware, lack of governance and security planning, and outdated Tableau versions. Proper installation, data preparation, training and end user considerations are emphasized.
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Scaling Tableau to the Enterprise: The Perks and Pitfalls of Tableau Server Webinar
- 1. The Perks and Pitfalls of Tableau Server SCALING TABLEAU TO THE ENTERPRISE
- 2. • Introduction • Tableau Server Benefits – Allowing Tableau Desktop users to share their work – Accessing Dashboards via the web and mobile devices – Controlling your Tableau spend • Common Tableau Server Pitfalls and How to Avoid Them • About Senturus • Additional Resources • Q&A Agenda Copyright 2017 Senturus, Inc. All Rights Reserved.
- 3. Michael Weinhauer Practice Area Director / Solutions Architect Senturus, Inc. Presenters Copyright 2017 Senturus, Inc. All Rights Reserved. Jim Frazier Vice President, Client Solutions Senturus, Inc.
- 4. Hundreds of Free Resources http://www.senturus.com/resources/ . Copyright 2017 Senturus, Inc. All Rights Reserved.
- 5. This slide deck is from the webinar: Scaling Tableau to the Enterprise To view the FREE video recording and download this deck, go to: http://www.senturus.com/resources/going-big-time- with-tableau-server/ Hear the Recording Copyright 2017 Senturus, Inc. All Rights Reserved.
- 7. If Your Tableau Environment is Like This… Copyright 2017 Senturus, Inc. All Rights Reserved. Which email was that attached to? Which version are we using? You forwarded that sensitive data to who?!? I want this on my mobile device! Why is this so slow? These attachments are huge! Where’s the data source? Where on SharePoint is this again?
- 8. Organized Secure Collaborative Mobile Governed Performant Available Then Maybe It’s Time for Tableau Server Copyright 2017 Senturus, Inc. All Rights Reserved.
- 9. • View and interact – (almost) anywhere on any device • Create your own views • Enable ad-hoc and data discovery • Support collaboration Achieving the Holy Grail of Self Service Copyright 2017 Senturus, Inc. All Rights Reserved.
- 10. • All users don’t need desktop license • Consider Cloud options • Consider Tableau Reader Server Can Be More Cost Effective! Copyright 2017 Senturus, Inc. All Rights Reserved.
- 11. Copyright 2017 Senturus, Inc. All Rights Reserved. Server Can Be More Cost Effective License views provide visibility into desktop usage
- 12. Tableau Desktop • $1,995 / named user Server – On Premise • $1,000 / named user Tableau Online – Hosted Tableau Server • $500 per year / named user Server – Core • $200-350k per year / 8 cores – unlimited users Licenses can be purchased from Senturus Tableau Server Versions & Licensing Costs Copyright 2017 Senturus, Inc. All Rights Reserved.
- 13. Tableau App • iPhone, iPad, Android • Device specific layouts ease deployment • Automatically mobile enabled and optimized • Can be deployed using MobileIron or Airwatch Allows for viewing, interacting, subscribing, editing and creating Mobile Apps Copyright 2017 Senturus, Inc. All Rights Reserved.
- 14. PITFALLS Copyright 2017 Senturus, Inc. All Rights Reserved.
- 15. Don’t Under Spec Your Hardware • Hardware is (relatively) cheap • Virtualize, but… • Need know-how • Best practices prevent resource contention • Tableau is different Pitfall #1 Underpowered Hardware Copyright 2017 Senturus, Inc. All Rights Reserved.
- 16. • Authentication settings cannot be changed post- installation • Only ONE authentication provider • Clustering/HA • No organization • No security • No governance Pitfall #2 Just Install with Defaults and Go Copyright 2017 Senturus, Inc. All Rights Reserved.
- 17. • Cluster configurations • Authentication • ADS sync • SAML, Kerberos or OpenID • SSL • Setting up server / role- based security • Determining causes of performance issues • Linux? Installation Challenges Copyright 2017 Senturus, Inc. All Rights Reserved.
- 18. Distributed Cluster Configurations • Huge impact on scale Installation Challenges Copyright 2017 Senturus, Inc. All Rights Reserved.
- 19. Distributed Cluster Configurations • Risk profile – balance with cost Installation Challenges Copyright 2017 Senturus, Inc. All Rights Reserved.
- 20. To view the FREE video recording and download this deck, go to: http://www.senturus.com/resources/going-big-time- with-tableau-server/ The Senturus comprehensive library of recorded webinars, demos, white papers, presentations and case studies is available on our website: http://www.senturus.com/resources/ Hear the Recording Copyright 2017 Senturus, Inc. All Rights Reserved.
- 21. • Use built in capabilities – data source views, notifications, revision history • Optimize what is used, remove what isn’t • Ensure database drivers are installed on server • Optimize data sources Pitfall #3 Insufficient Care and Feeding Copyright 2017 Senturus, Inc. All Rights Reserved.
- 22. Data source views show you what’s being used - or not Pitfall #3 Insufficient Care and Feeding Copyright 2017 Senturus, Inc. All Rights Reserved.
- 23. Consider a BICC or VCoE • People AND • Process AND • Technology Data/metadata stewardship • How many versions of the truth do you want? KISS your data Pitfall #4 Lack of Governance Copyright 2017 Senturus, Inc. All Rights Reserved.
- 24. Tableau Introduced Performance Enhancements with Each Version • Our client saw high double digit decreases in load times for nearly all workbooks simply from upgrading from v8 to v9 Pitfall #5 Out of Date Tableau Versions Copyright 2017 Senturus, Inc. All Rights Reserved.
- 25. Caveat to Pitfall #5 – Don’t just jump • Have a testing plan that represents reality • Do your homework • Always perform backups so you have fallback options Pitfall #6 Just Upgrade to the Latest Version Copyright 2017 Senturus, Inc. All Rights Reserved.
- 26. Performance Improvements Over Time Copyright 2017 Senturus, Inc. All Rights Reserved. 2-50x! Performance Improvement Range of v9 over v8 Overall Data Engine Performance
- 27. Performance Improvements Over Time Copyright 2017 Senturus, Inc. All Rights Reserved. Added query fusion, cache server/external cache, vectorization Parallel Queries
- 28. Performance Improvements Over Time Copyright 2017 Senturus, Inc. All Rights Reserved. Added cache server/external cache, vectorization Query Fusion
- 29. Performance Improvements Over Time Copyright 2017 Senturus, Inc. All Rights Reserved. And…vectorization (not quantified) External Query Caching
- 30. Tableau 10 Server Performance vs v9 Copyright 2017 Senturus, Inc. All Rights Reserved.
- 31. Your Spreadsheet Blending Workbook is Going to Tip Over at Scale • Time for a database – which one? • To extract or not to extract? • What is hyper and what does it mean? • ETL/data prep tool options are dizzying • Dashboard design • Source data structure Pitfall #7 Inadequate Data Prep Copyright 2017 Senturus, Inc. All Rights Reserved.
- 32. Which is best? • DBMS server based • Database table linked to analysis • Workbook based - user/group filters • Server Pitfall #8 Winging It With Security Copyright 2017 Senturus, Inc. All Rights Reserved.
- 33. Server Structure Security Copyright 2017 Senturus, Inc. All Rights Reserved. Server Site A Data Sources Workbooks View View Site B Data Sources Workbooks View View
- 34. • Site roles • Permission rules and templates • Content ownership • Group permissions • User permissions Security Copyright 2017 Senturus, Inc. All Rights Reserved.
- 35. To view the FREE video recording and download this deck, go to: http://www.senturus.com/resources/going-big-time- with-tableau-server/ The Senturus comprehensive library of recorded webinars, demos, white papers, presentations and case studies is available on our website: http://www.senturus.com/resources/ Hear the Recording Copyright 2017 Senturus, Inc. All Rights Reserved.
- 36. Pitfall #9 Always Consider End Users Copyright 2017 Senturus, Inc. All Rights Reserved. Use Device Specific Layouts to Improve User Dashboard Experience and Adoption
- 37. Pitfall #9 Always Consider End Users Copyright 2017 Senturus, Inc. All Rights Reserved. Without iPhone specific layout With iPhone specific layout
- 38. Pitfall #10 Insufficient Training Copyright 2017 Senturus, Inc. All Rights Reserved. End User • Understand capabilities, differences and data Admins – site and/or server • Server admin pages • Config utility, tabadmin, tabcmd, REST API
- 39. Pitfall #11 Rip and Replace Legacy BI Copyright 2017 Senturus, Inc. All Rights Reserved. Analyze Current Application to Determine Best Way to Convert to Tableau • Rationalize • Visualize • Enable ad-hoc • Distribution
- 40. Tableau Server is Powerful, BUT • Plan ahead for installation • Support its care and feeding • Prepare your data • Establish governance • Plan for security • Get and provide training • Never forget the end user/ business use case Summary and Conclusions Copyright 2017 Senturus, Inc. All Rights Reserved. We can help! Call the Senturus Superheroes – it’s what we do. All day, every day – making the complex simple.
- 41. Free Tableau Server Trial & Assistance Request a free Tableau Server trial and get free help installing it send an email to Jim Frazier at: [email protected] . Copyright 2017 Senturus, Inc. All Rights Reserved.
- 42. Tableau Server Optimization Assessment . Copyright 2017 Senturus, Inc. All Rights Reserved.
- 43. Business Analytics Consultants WHO WE ARE & WHAT WE DO
- 44. Bridging the Gap Between Data & Decision Making Analysis Ready Data DECISIONS & ACTIONS Business Needs Analysis Ready Data Copyright 2017 Senturus, Inc. All Rights Reserved.
- 45. • Dashboards, Reporting & Visualizations • Data Preparation & Modern Data Warehousing • Self-Service Business Analytics • Big Data & Advanced Analytics • Planning & Forecasting Systems • Proprietary Analytics Connector Software Business Analytics Architects Copyright 2017 Senturus, Inc. All Rights Reserved.
- 46. 1000+ Clients, 2000+ Projects, 16+ Years Copyright 2017 Senturus, Inc. All Rights Reserved.
- 48. Tableau Server Scalability (v10) Tableau Server 9.0 High Availability: Delivering Mission- Critical Analytics in the Flow Tableau Server 9.0 Scalability: Powering Self-Service Analytics at Scale Tableau Server on VMWare vSphere Tableau 9 Query Performance Improvements Tableau Server Everybody’s Install Guide Tableau Server Whitepapers and Guides Copyright 2017 Senturus, Inc. All Rights Reserved.
- 49. Free Resources http://www.senturus.com/resources/ Copyright 2017 Senturus, Inc. All Rights Reserved.
- 50. http://www.senturus.com/events/ s Upcoming Events Copyright 2017 Senturus, Inc. All Rights Reserved.
- 51. http://www.senturus.com/training/choosing-tableau-class/ Regularly Scheduled, Instructor-led, Online • Introductory, intermediate and advanced desktop courses • Expert business analytics instructors • Hands-on exercises Private, Custom Onsite or Online Tableau Training • Tailored to users’ level of expertise • Desktop and server versions • Classes can be made even more relevant by using your company’s data Tableau Training Options Copyright 2017 Senturus, Inc. All Rights Reserved.
- 52. Thank You! www.senturus.com [email protected] 888 601 6010 Copyright 2017 by Senturus, Inc. This entire presentation is copyrighted and may not be reused or distributed without the written consent of Senturus, Inc. Copyright 2017 Senturus, Inc. All Rights Reserved.