Create trust and confidence with controls, roles and processes

Governance is central to Tableau Blueprint because it makes self-service possible – enabling, rather than restricting, access to trusted data and content. Governance will help to drive all decisions as the project team develops agility, proficiency and community across the organisation. Defining the right balance of flexibility and control will help you build a foundation for every data-driven decision, establishing trust and confidence to drive business value.

Data governance

You'll define policies and procedures to ensure that the right data is available to the right people in the organisation, at the time they need it. Striking the balance between control and agility means you can enable everyone in your organisation to get the answers they need while ensuring security is enforced.

This topic covers:

  • Data source management
  • Data quality
  • Enrichment and preparation
  • Data security
  • Metadata management
  • Monitoring and management


Content governance

You'll develop repeatable processes to manage analytical content and encourage a thriving modern analytics programme. This includes establishing policies to keep the content in your environment relevant and fresh – such as knowing when to decommission content because it’s not getting the expected traffic, or finding out why no one is using an important dashboard for decision-making.

This topic covers:

  • Content management
  • Authorisation
  • Content validation
  • Content promotion
  • Content certification
  • Content utilisation


Governance models

Considering your various use cases, policies and overall business needs, you'll right-size data and content governance to one or more of three primary models – centralised, delegated and self-governing. You can tailor areas within data and content governance to meet your unique requirements, from soft guidelines to firm boundaries for using Tableau. As people grow their analytical capabilities, you can delegate more responsibilities over time.

This topic covers:

  • Centralised model – IT or a central BI team owns data access and produces data sources and dashboards for the business in a one-to-many manner.
  • Delegated model – New roles help to strengthen collaboration between IT and business users, increasing analytical skills and self-sufficiency.
  • Self-governing model – Content processes are defined and understood, allowing fluid boundaries between consuming, creating and promoting content.


JPMorgan Chase logo

“Allowing self-service in one of the most highly regulated spaces – having the standard platform, the right data controls and the right governance in the tool that captures metadata and provides lineage of it in Tableau – users love it because they don’t have to wait for IT and IT loves it because they have happy users.”

Abercrombie & Fitch logo

“Our definition of governance, of how we look at data, has altered in a way. It used to be self-service – get whatever data you want, but we can’t guarantee where it came from – to now building standards and consistency around it.”

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