How to decide on the right mix of users for your organization

Analytics Tailored to Your Team

Now more than ever people need access to data to do their jobs better. But their relationship to data can differ. This is why we created different roles to match the different data needs of your people. These roles will allow you to share data with your teams in a secure way, while allowing for the differences in the way people interact with data.

Your organization is full of people doing different things with data. Some use data to answer questions to drive their businesses forward and to accomplish their team goals. Others prepare spreadsheets and reports that they send out to others in their company. Some ask deeper questions of their data like, “Well it’s good to know that sales are up in the eastern region, but what’s driving that growth? How do we take what’s working there and bring to other areas?” While others pull in raw data from software apps they use so they can see what’s really going on, and grab quick snapshots of important KPIs to use during team meetings or to present to customers. Our new offerings are designed to meet the different needs of the people in your organization.

From the Creators to the Explorers and Viewers, Tableau meets the varying needs of everyone, and helps all of them do their jobs better.


The Tableau Creators

Creators are anyone in your organization who connects to sources of data and crafts that data into something useful for themselves and others. In your organization today, they likely create reports and distribute them through email or a share drive. They are performing ad hoc analysis to answer deeper questions of their data. They are your data power users.

With Tableau, your Creators will pull meaning and purpose out of raw data. They will clean and prep their data to bring order to chaos. They will conduct complex analysis with style and speed, delivering delightful results. And they will publish their visualizations and data sources to their organization, empowering others to do their jobs better than ever before. These team members need a powerful analytics platform to help them unlock their potential to discover transformative insights.

As the name implies, they are the team members who will create much of the content, data visualizations and data sources leveraged by others on the Tableau Platform.


The Tableau Explorers

Explorers are your modern business users - your mobilizing force for change. They may not have analyst in their title, but they’re comfortable with data. They’re looking to move their businesses forward and need to probe deeper into the data to find answers to their own questions. These answers are often outside the confines of pre-built reports.

In your organization today, they likely receive reports from others and combine them with different data points to tailor them to their needs. Pivot tables and vlookups are well known to them. Explorers want to ask and answer their own questions of data.

In Tableau, Explorers will be able to build new workbooks themselves using published data sources or start with existing workbooks and dashboards, all through their browser or mobile device. But they won’t stop there. They’ll ask and answer deeper questions that may not have been answered in the initial round of reporting. Your team will explore their data and stay in the analytical flow like never before.


The Tableau Viewers

Viewers use data to inform and improve the decisions they make. Tableau Viewers can be anyone from team members who need data to perform many of their daily tasks, to people managers who need to see how their teams are progressing on important projects, to the CEO, who needs high-level metrics about the health of the business.

Tableau Viewer is the Tableau role that helps you scale analytics to all corners of your organization. Tomorrow your Viewers will use the Tableau Platform to back up their intuition with facts and make data-driven decisions based on dashboards built by your Creators and Explorers. Viewers can interact with the dashboards and data visualizations to inform their decisions and put data at the center of every business conversation. With augmented capabililities, Viewers can also perform light analysis on their own by asking follow-up questions in a dashboard using natural language and leveraging automatic explanations to understand the drivers behind a specific value. Using Tableau dashboards and workbooks across your company will standardize the way your teams interact with data while protecting the integrity of your data.

Ready to choose?

Speak with a member of our sales team to find the right mix for you.

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Additional Factors to Consider

Some more questions to help assess your team's needs

One way to help with this decision is to think about your team's’ current interactions with data and analysis tools. Ask yourself these questions:

Questions? We have answers.

If you have additional questions, a knowledgeable sales professional can help you choose the perfect mix for your team.

Contact Sales