Data Modeling Strategies by Audience and Use Case

In the first 14 chapters, we discussed the data modeling components of the Tableau platform. We looked at Tableau Desktop, Tableau Prep Builder, virtual connections, published data sources, embedded data sources, lenses, schedules, Tableau Prep Conductor, securing content with projects, securing data with row-level security, and more.

This is our final chapter. We will look at putting it all together by exploring which components of the platform we should use based on the audience and use case. Before looking at use cases, we will discuss the general use cases for Tableau Desktop versus Tableau Prep Builder.

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

• When to use Tableau Prep Builder versus Tableau Desktop
• Use case 1 – finance user with quarterly financial reporting
• Use case 2 – sales performance management dashboards
• Use case 3 – information systems analytics of...