Tableau DATA Governance

Bob Middleton, Product Marketing Manager
Data Governance for

Self-Service Analytics
We make data driven decisions, so says every other CIO.

Is the data used for business decisions both current and accurate?
As an IT group were much

more agile with Tableau.
Doug Rausch, Manager of CRM & BMI
Product Teams, Mercer
Does your IT department work closely with business leaders to

make effective use of data, and have the ability to deliver positive
business outcomes?
Is your data under control?
Does your data security meet legal, compliance and regulatory
requirements?
Almost any organization will say they make decisions based on data, or that they
want to. Scratch the surface with a few questions about the quality of that data
and confidence vanishes. Move on to discuss data security and see how quickly
the subject changes. Data is clearly a key element in any business decision
process today; this paper explains a few simple steps for finding confidence in
data and the distribution infrastructure that makes it available.
Wtach to learn more about an

IT perspective on self-service
analytics.
As self-service is becoming the norm in data and analytics, more business

users are demanding access to data to gain their own insights and drive
localized initiatives. The vast majorities of people have smart mobile devices
and expect to access data from wherever they are. This any-device-anywhere
culture will continue to grow as technology continues to become more powerful,
and as data transfer rates improve globally. Lets consider the risk of data in
transitand hatch a plan for it.
Having a data implementation blueprint with executive support is imperative
it also needs to bring data analytics directly to the people who understand
what questions to ask with regard to the insights it can provide. Modern data
governance requires a true balancing act between enabling self-service analysis,
and protecting sensitive business information.
Most countries mandate data protection legislation for information about
individual citizens. Additional layers of governance are also applied to public
company financial information as well as other protections in healthcare
and education. Organizations dont just have to comply with these layers
of governance, but proof of compliance is generally required.
Data acquisition continues to build momentum as a key activity for all types
of organizations, and with a myriad of data storage methods made available
over the years, any longstanding company will likely still have legacy systems
in place. Even with newer, on-premise of cloud based solutions implemented,
these legacy storage systems just never seem to fade away.
The surgical service teams at Seattle

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place, the person who makes sense of the data
first is going to win.
I spend less than an hour a month maintaining
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The surgical service teams at Seattle
want another license.
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Paul Lilford, Director of EPM and BI, UnitedHealthcare
place, the person who makes sens

first is going to win.
Finding a safe and effective management system for all the various data
sources, including the random spreadsheets, coupled with a way to bring
organizations to a higher standard of data quality, is a task that requires a
Tableau really is so easy

to use. Our analysts pick it
up within a couple of hours;
our end users pick it up
within 10 or 15 minutes.
combining of efforts for an IT

and business approach.
More precise data insights will show in terms of both increased revenues
and reduced costs of operation ultimately driving better business outcomes.
Organizations that understand their data can and will make better, more
informed and faster decisions.
Lloyd Tokerud, Analytics Manager

First Choice Power
Four Essential Elements

Consider these four essential elements when building or refining your own
data governance strategy.
1.
The Team
Start with a small project team to review existing data analytics use,
and define a process to formalize and implement a wider self-service
data analytics methodology.
Hear how Lloyds organization

makes data driven decisions.
Include IT and business leaders on the team to give a balanced

view of data use, governance and self-service needs.
Involve at least one executive stakeholder to champion the

data governance and utilization project.
2.
Data Quality
Conduct a data audit to discover all the data sources in use, how
current they are, and how many variants and versions of the same
data are in existence and in use.
Build a data infrastructure that allows for consolidation and

guides users to shared data that is current and accurate.
Define a process for onboarding new data sources to make sure

they meet quality standards and availability criteria. During this
process, business users will usually identify and suggest new
valuable sources of data, and IT will manage operationalizing it.

3. Data Security and Compliance

Make sure effective data classifications are in place so that data that
requires protection for legal or regulatory reasons meets those
requirements in an auditable way.
Set levels of data access through leveraging your existing network access
system, single sign-on through Active Directory, SAML or another solution
is much easier to manage than having a separate data access protocol.
Implement tools that allow for different levels of access based on

user privileges; this protects sensitive data while allowing access
to higher-level analytics.
Include mobility and BYOD (bring your own data) into your plans
as these are one of the largest sources of data leakage.
4. Report and Dashboard Governance

Provide self-service analytics with clear guidelines on how to access the right data
Implement a process to review and approve reports and dashboards to

production, while providing a sandbox for users to develop and test reports.
Communicate the full process and appoint business and IT data

stakeholders as points of contact and advocates.
Production
data
Ad-hoc
data
Rapid analysis and

dashboard development
Sandbox environment
Production environment
Conclusions
The key to data governance in an age of self-service analytics is to make IT
a partner to the business. Data governance is not about locking everything
down to a few privileged users, but about enabling broad groups of users with
the appropriate controls. Business users get secure access to shared production
data sources managed by IT, so they dont have to go fishing for the right data or
worry whether data is secure. IT has the opportunity to set security controls and
business practices, helping them keep their data accurate and secure. When done
right, data governance is about providing the right data to the right people when
ever they need it, where ever they need it, so they can answer their own questions.
Tableaus Role in Your Data Governance Strategy

Tableau provides an infrastructure to help people see and understand their data.
Tableau Desktop fits into any data governance strategy, providing an easy to use
and learn data visualization platform while supporting single sign-on through
Active Directory and SAML to control the level of data access users have within
workbooks and shared visualizations. Tableau Server and Tableau Online
facilitate secure sharing of data and reports on a global basis while maintaining
organizational governance policies. Mobile support for Android and iOS allows
users to view and interact with their data on the go. All users get to drill down
into the data as far as their access rights allow.
Tableau Software retains its position and builds on its strength as a leader
in Agile ADV. The Forrester Wave: Agile Business Intelligence Platforms,
Q3 2014.
About Tableau
Tableau Software helps people see and understand data. Providing rapid-fire business
intelligence with a consistent experience from the PC to the iPad, Tableau solutions focus
on outstanding usability, enterprise-level security, and deploy-anywhere capability. See how
Tableau can help you by downloading the free trial at www.tableausoftware.com/trial.
Additional Resources
Download Free Trial
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Bob Middleton, Product Marketing Manager

Data Governance for

We make data driven decisions, so says every other CIO.

As an IT group were much

Does your IT department work closely with business leaders to

Wtach to learn more about an

As self-service is becoming the norm in data and analytics, more business

The surgical service teams at Seattle

place, the person who makes sense of the data

first is going to win.

I spend less than an hour a month maintaining

want another license.

2 : : Some kind of Header Here

Paul Lilford, Director of EPM and BI, UnitedHealthcare

place, the person who makes sens

Tableau really is so easy

combining of efforts for an IT

Lloyd Tokerud, Analytics Manager

Four Essential Elements

Hear how Lloyds organization

Include IT and business leaders on the team to give a balanced

Involve at least one executive stakeholder to champion the

Build a data infrastructure that allows for consolidation and

Define a process for onboarding new data sources to make sure

valuable sources of data, and IT will manage operationalizing it.

Implement tools that allow for different levels of access based on

4. Report and Dashboard Governance

Implement a process to review and approve reports and dashboards to

Communicate the full process and appoint business and IT data

Rapid analysis and

Tableaus Role in Your Data Governance Strategy

Explore Other Resources

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