Community Engagement Best Practices

Version 2

    Your organization’s Tableau user community is just like the Tableau Community—only on a smaller scale. You should connect users within your company and generate enthusiasm among a group of people founded on the common cause of putting data at the center of every conversation. While building excitement around the use of Tableau, engagement activities accelerate and reinforce the vision for modern analytics, and ultimately, fuel your organizational transformation.


    Engagement activities are used to create and nurture an environment for more productive, results-driven people who will use facts over intuition to make business decisions. People will collaborate with each other and share their product knowledge and business domain experience across a wide-range of skill levels and across different teams and departments, who may never have exchanged ideas before.


    Engagement activities should include something for everyone, offering a variety of activities that appeal to different skill sets and are delivered through different formats from in-person to virtual, both inside and outside your company. Whether hosted by your company’s community leader, other Tableau customers, or Tableau Zen Masters and Ambassadors, there are a variety of formats to invite users to learn, collaborate, and network to increase their Tableau skills.


    Internal Tableau Activities

    External Tableau Activities

    Your Tableau Community Toolkit



    (Recording: TC 2018) Tableau at scale | Driving community and embedding dashboards globally for PepsiCo

    • In the last two years our Tableau user group at PepsiCo has tremendously grown, effectively engaging teams all over the world to solve their business requirements. We could not have done that without a comprehensive blueprint to share, communicate, and collaborate with all 17,000+ users. In this session, we will discuss how PepsiCo planned, implemented, deployed our current community, as well as share our long-term strategy. As a part of that process, we’ll talk about how we encourage best practices for dashboard design and cover a majorly successful use case where we embedded visualizations inside our global corporate portal.



    (Recording: TC 2018)  The recipe for an engaged and passionate enterprise community

    • Tableau users are passionate, but how do they spread that passion predictably across an enterprise? Come to learn the 10 ingredients—added in the right steps—that led to a recipe for success for over 55,000 people at GE, J&J, and other leading Tableau clients. Delivered by experts (and former customers) in Tableau's Customer Success team.



    (Recording: TC 2017)  Chick-fil-A:  From tipping point to catching our balence...where we're headed now

    • After spending 2015 and 2016 launching our Tableau Server environment, we quickly learned that we had opened up the wild wild west. We had the support of IT, and were gaining the trust of business users, but many consumers were being turned away from the mass of content available. We needed to put some processes and governance in place quick if we wanted to still be relevant in 2017 and beyond. Come our strategies to wrangle content and making a create a haven for our users at Chick-fil-A.