Book Image

Data Modeling with Tableau

By : Kirk Munroe
Book Image

Data Modeling with Tableau

By: Kirk Munroe

Overview of this book

Tableau is unlike most other BI platforms that have a single data modeling tool and enterprise data model (for example, LookML from Google’s Looker). That doesn’t mean Tableau doesn’t have enterprise data governance; it is both robust and highly flexible. This book will help you effectively use Tableau governance models to build a data-driven organization. Data Modeling with Tableau is an extensive guide, complete with step-by-step explanations of essential concepts, practical examples, and hands-on exercises. As you progress through the chapters, you’ll learn the role that Tableau Prep Builder and Tableau Desktop each play in data modeling. You’ll also explore the components of Tableau Server and Tableau Cloud that make data modeling more robust, secure, and performant. Moreover, by extending data models for Ask and Explain Data, you’ll gain the knowledge required to extend analytics to more people in their organizations, leading to better data-driven decisions. Finally, this book will guide you through the entire Tableau stack and the techniques required to build the right level of governance into Tableau data models for the correct use cases. By the end of this Tableau book, you’ll have a firm understanding of how to leverage data modeling in Tableau to benefit your organization.
Table of Contents (22 chapters)
1
Part 1: Data Modeling on the Tableau Platform
4
Part 2: Tableau Prep Builder for Data Modeling
9
Part 3: Tableau Desktop for Data Modeling
14
Part 4: Data Modeling with Tableau Server and Online

Securing Data

This chapter focuses on governing and securing data at the data model level and the individual data elements within a data model. It covers considerations across the entire Tableau platform, from Tableau Desktop to managing data on Tableau Server and Tableau Cloud including the information architecture that is exposed through projects.

Some of the content in this chapter will cover items that are outside the typical scope of someone responsible for creating data models. We’ll cover these topics while adding users and groups and setting project security since they are fundamental for understanding access and authorization to our data models and the data contained in them.

In this chapter, we’re going to cover the following topics:

  • Adding users and groups to Tableau Server and Cloud
  • Using Tableau projects to manage data model security
  • Adding user-based security using a user filter
  • Adding user-based security inside a published data...