Tableau Toolkit

Save time, empower your teams and effectively upgrade your processes with access to this practical Tableau Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Tableau related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Tableau specific requirements:

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Tableau Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.


Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…


• Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation


Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 991 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Tableau improvements can be made.

Examples; 10 of the 991 standard requirements:


1. What happens when, over the years, multiple reporting environments have been created as the result of various initiatives spread over multiple departments?
   
   

2. Is it necessary to purchase Tableau, or a similar reporting tool, to enable high performance reporting and fact based decision making in your organization?
   
   

3. Is the solution holding data hostage or are your users free to make fancy visualizations with Tableau and other advanced visualization tools?
   
   

4. Does every data quality issue found in processing data result in a request for resubmission of data before reports can be generated?
   
   

5. Have you ever built a large complicated flow, and the default layout that Tableau Prep Builder uses makes your flow hard to follow?
   
   

6. What processes do you or others in your department perform to transform or manipulate data to facilitate reporting requirements?
   
   

7. How important is the availability of more individual data versus aggregate data for data analytics in the actuarial syllabus?
   
   

8. Is it possible to embed an interactive Tableau visualization into a site that already contains a legacy security protocol?
   
   

9. What security processes does your department have in place to ensure that reports are only accessible to authorized users?
   
   

10. When does it make sense to embed a dashboard rather than simply having your users access it directly from Tableau Server?
    
    


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:


• The workbook is the latest in-depth complete edition of the Tableau book in PDF containing 991 requirements, which criteria correspond to the criteria in...


Your Tableau self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:


• The Self-Assessment Excel Dashboard; with the Tableau Self-Assessment and Scorecard you will develop a clear picture of which Tableau areas need attention, which requirements you should focus on and who will be responsible for them:
  
  


• Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix

• Gives you a professional Dashboard to guide and perform a thorough Tableau Self-Assessment

• Is secure: Ensures offline data protection of your Self-Assessment results

• Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:



STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Tableau projects with the 62 implementation resources:


• 62 step-by-step Tableau Project Management Form Templates covering over 1500 Tableau project requirements and success criteria:


Examples; 10 of the check box criteria:


1. Project Schedule: Does the condition or event threaten the Tableau projects objectives in any ways?
   
   

2. Cost Management Plan: Is a pmo (Tableau project management office) in place and provide oversight to the Tableau project?
   
   

3. Activity Duration Estimates: Account for the make-or-buy process and how to perform the financial calculations involved in the process. What are the main types of contracts if you do decide to outsource?
   
   

4. Planning Process Group: Do the partners have sufficient financial capacity to keep up the benefits produced by the programme?
   
   

5. WBS Dictionary: Is data disseminated to the contractors management timely, accurate, and usable?
   
   

6. Human Resource Management Plan: Have process improvement efforts been completed before requirements efforts begin?
   
   

7. Quality Management Plan: Do the data quality objectives communicate the intended program need?
   
   

8. Risk Audit: Are you willing to seek legal advice when required?
   
   

9. Human Resource Management Plan: Is your organization heading towards expansion, outsourcing of certain talents or making cut-backs to save money?
   
   

10. Cost Baseline: Have the lessons learned been filed with the Tableau project Management Office?


 
Step-by-step and complete Tableau Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


• 1.1 Tableau project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Tableau project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Tableau project Scope Statement

• 2.7 Assumption and Constraint Log

• 2.8 Work Breakdown Structure

• 2.9 WBS Dictionary

• 2.10 Schedule Management Plan

• 2.11 Activity List

• 2.12 Activity Attributes

• 2.13 Milestone List

• 2.14 Network Diagram

• 2.15 Activity Resource Requirements

• 2.16 Resource Breakdown Structure

• 2.17 Activity Duration Estimates

• 2.18 Duration Estimating Worksheet

• 2.19 Tableau project Schedule

• 2.20 Cost Management Plan

• 2.21 Activity Cost Estimates

• 2.22 Cost Estimating Worksheet

• 2.23 Cost Baseline

• 2.24 Quality Management Plan

• 2.25 Quality Metrics

• 2.26 Process Improvement Plan

• 2.27 Responsibility Assignment Matrix

• 2.28 Roles and Responsibilities

• 2.29 Human Resource Management Plan

• 2.30 Communications Management Plan

• 2.31 Risk Management Plan

• 2.32 Risk Register

• 2.33 Probability and Impact Assessment

• 2.34 Probability and Impact Matrix

• 2.35 Risk Data Sheet

• 2.36 Procurement Management Plan

• 2.37 Source Selection Criteria

• 2.38 Stakeholder Management Plan

• 2.39 Change Management Plan


3.0 Executing Process Group:


• 3.1 Team Member Status Report

• 3.2 Change Request

• 3.3 Change Log

• 3.4 Decision Log

• 3.5 Quality Audit

• 3.6 Team Directory

• 3.7 Team Operating Agreement

• 3.8 Team Performance Assessment

• 3.9 Team Member Performance Assessment

• 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:


• 4.1 Tableau project Performance Report

• 4.2 Variance Analysis

• 4.3 Earned Value Status

• 4.4 Risk Audit

• 4.5 Contractor Status Report

• 4.6 Formal Acceptance


5.0 Closing Process Group:


• 5.1 Procurement Audit

• 5.2 Contract Close-Out

• 5.3 Tableau project or Phase Close-Out

• 5.4 Lessons Learned


Results

With this Three Step process you will have all the tools you need for any Tableau project with this in-depth Tableau Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Tableau projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices

• Implement evidence-based best practice strategies aligned with overall goals

• Integrate recent advances in Tableau and put process design strategies into practice according to best practice guidelines


Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Tableau investments work better.

This Tableau All-Inclusive Toolkit enables You to be that person.

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.