Hi Rob,
I'm considering presenting on the wider dashboard subject (not tool specific) at CA World if there is interest.
This is way more than I could write in a post
I guess I should write part 2 to my tableau series
Tableau Part 1 - Getting Started
Tools
So there's two main tools for tableau, desktop and server. You need both for a proper enterprise solution.
You'll also need a presentation layer, ether connecting directly or embedding via the JS api.
The doing
- Identify the datasources and extraction routines based on business needs. (I like to keep logic DB side)
- Take the data from the various sources and assemble the "datasource"
- Build the reports as needed and publish to the server
- consider the screen size layouts!
- Share the published report
Example set up
Security layer - allows external access for authenticated users
Presentation layer
- responsive website, mobile friendly
- mobile app - custom
Embeded tableau via JS API
Datasource: ca ppm warehouse, extracted into tableau db for performance
I suggest just having a go at creating a workbook as per the getting started blog.
Once you've done that, get to grips with the tool with some real life data and business needs.
Tableau · GitHub is a good source for techie information
Custom mobile app template
GitHub - tableau/mobile-app-bootstrap-cordova: A Cordova template for creating iOS apps that embed Tableau vizzes