Tableau Global Services

Data Readiness

Get connected to your data

Data isn’t always ready to be analyzed in Tableau. With help from a Tableau consultant, you can have an essential data strategy built in no time. Following best practices, we’ll help you efficiently connect to your data, build reusable data sources, and share those data sources with your team.

Structure your data

A skilled Tableau expert will teach you how to get your data ready for analysis, and show you when to use live connections vs. data extracts.

Learn proven practices

You’ll receive hands-on coaching using Tableau data best practices to ensure you have the knowledge you need for future projects.

Find compelling insights

Resolve issues fast so you can start digging into your data. Finally get answers to the business questions you’ve been asking of your data.

Engagement Goals

Before we come onsite, we’ll validate all required data sources, connectivity, and logistics are in place. This will ensure our time on site is well spent. Then, over five days, we’ll work through your requirements, data structure, best practices, and document our work effort. In the end, you’ll have gained valuable knowledge of Tableau’s optimal data format to use in future data source creation.

  • Confirm objectives and dependencies
  • Confirm data availability
  • Determine logistics
  • Requirements
  • Discuss data needs and connection types
  • Review data formats
  • Prioritize work effort
  • Development
  • Identify optimal data structure
  • Apply best practices to existing data structure
  • Revisions
  • Complete work effort to provide functional data source(s)
  • Final Delivery
  • Map processes for using data
  • Documentation
  • Final delivery and walkthrough
  • Duration
  • 1 Week (40 Hours)
  • Ready to accelerate your data culture journey?

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    What needs to be in place to ensure a successful engagement?

    The focus of this engagement is data readiness and providing a functional data source for dashboard creation in Tableau. A few dependencies need to be addressed before a consultant can assist you with your data:

  • Access to the required data source(s)
  • A key internal stakeholder with in-depth knowledge of the data source, it's metadata, and it's structure
  • Connectivity to data via Tableau Desktop
  • What items are included in the scope of this engagement?

    This engagement is to assist with the creation of a performant data source functional-dashboard in Tableau Desktop. This engagement is to assist with a functional data source for use in Tableau Desktop. The factors that will influence the ability to provide an optimal data source within the allotted timeframe:

  • Accessibility and readiness of data
  • Format or structure of data
  • Level of data preparation required to make data usable
  • The following are not included in the scope of this engagement:

  • Data modeling and performance tuning of your data warehouse or source applications
  • Advanced ETL via a 3rd party (non-Tableau) product (e.g., Alteryx, Pentaho, Talend, Informatica, Trifacta, etc.)
  • Building custom web data connectors or APIs
  • Custom workflows to build extracts with extract APIs
  • What if I need more than one week to complete my data project?

    Many data projects can be complex and are not always possible to complete in a single week-long engagement. Tableau Services provides custom consulting for customers needing more than 40 hours of assistance with their data. Custom engagements will require scoping and a SOW. Contact your Account Manager if you have questions.

    Can I purchase multiple Data Essentials packages?

    Yes, but the engagements may not always be available to be delivered back-to-back, and it is not guaranteed that the same consultant would be used for each. If you require the same consultant, please understand that there may be a scheduling delay or time gap between the onsite work effort (as individual consultant availability cannot be guaranteed).

    Can the engagement be delivered remotely?

    It is recommended that the engagement be done at your site to promote information sharing and collaboration. However, the engagement could be delivered remotely if that is a requirement. To support remote delivery, a Tableau Consultant will need the following:

  • Ability to remotely log in to access data
  • Remote access setup and tested before the start of the engagement
  • If you would like to work via WebEx or other desktop sharing means, efficiency could be impacted (as WebEx is not ideal for collaborative development)
  • The ability of the consultant to make progress, or solicit feedback, is dependent on the availability of project stakeholders during the engagement timeframe