It’s not unusual for talented teams of business analysts to find themselves maintaining significant inventories of Tableau dashboards. In addition to sound development practices, following two key principles in data source design help these teams spend less time in maintenance and focus more on building new visualizations: publishing Tableau data sources separately from workbooks and waiting until the last opportunity to join dimension and fact data.
Imagine a business team — let’s call it Marketing Analytics — with read-only access to a Hadoop store or an enterprise data warehouse. They gain approval for Tableau licenses and Tableau Server publication rights for five tech-savvy data analysts. After a few initial successes with some impactful visualizations, the team gathers steam. After a while the team finds itself supporting scores of published workbooks serving a few hundred managers and executives. In spite of generally sound practices, Marketing Analytics struggles to maintain consistency from one Tableau workbook to another.