Teams building interactive visual analytics
Create governed data sources, calculations, workbooks, dashboards, stories, subscriptions, alerts, and user workflows.
Tableau Cloud and Server, data sources, semantic definitions, workbooks, dashboards, Prep, permissions, embedding, deployment, governance, and operations
Tableau development and platform services
Rokad designs, develops, migrates, governs, and operates Tableau Cloud and Tableau Server across data sources, dashboards, permissions, deployment, embedding, and analytical workflows.
Platform fit / 01
Designed for teams with a specific platform requirement.
Tableau creates value when published data sources, calculations, permissions, extracts, dashboards, subscriptions, alerts, projects, deployment, lineage, performance, and ownership operate as one analytical platform. Rokad builds and governs this lifecycle for self-service, operational, and executive analytics.
Enterprises managing Tableau Cloud or Server estates
Standardise sites, projects, permissions, data sources, refresh, Bridge, extracts, content lifecycle, monitoring, and support.
Organisations migrating or embedding Tableau
Move content and users between environments or integrate analytics into customer, partner, and employee applications.
Implementation risks / 02
The platform problems Rokad is prepared to solve.
Workbook-level calculations duplicate business logic
Measures, dimensions, parameters, sets, groups, filters, dates, currency, and status rules diverge across dashboards.
Permissions and project structure are difficult to reason about
Sites, projects, nested projects, groups, ownership, capabilities, row security, guest or external access, and exceptions drift.
Extract and dashboard performance is reactive
Source queries, joins, calculations, filters, marks, extracts, refresh, concurrency, capacity, network, and user behaviour are not profiled together.
Platform capabilities / 03
What Rokad can implement and operate.
01
Tableau Cloud and Server assessment, site, project, workbook, data source, role, permission, usage, migration, and governance design
02
Published data sources, relationships, joins, calculations, parameters, sets, groups, hierarchies, metadata, row security, and semantic reuse
03
Workbooks, dashboards, stories, actions, navigation, device layouts, accessibility, subscriptions, alerts, and analytical user experience
04
Live connections, extracts, incremental refresh, Tableau Prep, Bridge, schedules, credentials, failures, and source integration
05
Sites, projects, groups, licences, ownership, permissions, content certification, lineage, cataloguing, audit, and lifecycle governance
06
Embedding, connected applications, REST and metadata APIs, extensions, automation, portals, and product integration
07
Server architecture or Cloud operations, deployment, monitoring, performance, capacity, backup, upgrades, support, and managed analytics
Implementation system / 04
The architecture behind a dependable platform delivery.
Tableau semantic and data layer
Published sources, relationships, calculations, parameters, metadata, extracts, row security, certification, ownership, and lineage.
Visual analytical experience
Workbooks, dashboards, actions, filters, navigation, accessibility, mobile, subscriptions, alerts, and decision workflows.
Content and access governance
Sites, projects, groups, roles, permissions, ownership, certification, promotion, review, archive, and deletion.
Tableau operations
Refresh, Bridge, extracts, queries, background jobs, capacity, server health, upgrades, incidents, cost, adoption, and support.
Use cases / 05
Where this platform creates practical leverage.
Tableau dashboard programme
Deliver governed executive, operational, financial, customer, product, workforce, and service analytics from shared data sources.
Tableau Server or Cloud platform governance
Define sites, projects, groups, permissions, licences, content lifecycle, certification, refresh, monitoring, and support.
Tableau migration
Move workbooks, data sources, extracts, schedules, users, groups, permissions, subscriptions, alerts, and integrations with validation.
Embedded Tableau analytics
Integrate dashboards and authorisation into applications with identity, filters, row security, performance, APIs, monitoring, and support.
Architecture / 06
Platform-specific engineering decisions and boundaries.
Published data sources carry reusable analytical contracts
Centralise relationships, calculations, metadata, row security, refresh, certification, ownership, and performance where reuse is valuable.
Project permissions inherit by design
Structure sites, projects, groups, ownership, exceptions, content roles, external access, and audits to reduce workbook-level permission drift.
Live and extract modes follow evidence
Select from freshness, source load, query complexity, concurrency, network, row security, capacity, refresh window, and recovery requirements.
Quality and governance / 07
Production controls are part of the implementation.
One governed metric definition
Business entities, dimensions, measures, time logic, filters, currency, ownership, and semantic contracts are defined once and tested.
Versioned analytical delivery
Models, reports, dashboards, permissions, data sources, environments, tests, deployment, and rollback follow controlled lifecycle practices.
Usable and trustworthy analysis
Freshness, performance, accessibility, row-level security, lineage, documentation, adoption, and decision workflows are measured.
Delivery / 08
A controlled path from assessment to operation.
Assess
Clarify the business outcome, current systems, platform constraints, data, integrations, risks, ownership, and measurable acceptance criteria.
Design
Define the platform architecture, workflow or storefront model, extensions, integrations, security, environments, and migration sequence.
Implement and validate
Build in controlled increments with testing, stakeholder review, observability, documentation, and platform-specific quality controls.
Launch and operate
Deploy safely, transfer ownership, monitor production behaviour, support users, and improve the implementation using operational evidence.
Typical platform deliverables
Tableau site or server, project, data source, workbook, permission, refresh, usage, and risk assessment
Data-source, workbook, project, access, refresh, deployment, embedding, and operating architecture
Production published sources, Prep flows, workbooks, dashboards, stories, subscriptions, and alerts
Groups, permissions, row security, certification, lineage, ownership, and content-governance controls
Refresh, Bridge, deployment, testing, performance, monitoring, capacity, upgrade, and incident controls
Analyst, developer, administrator, governance, operator, and handover documentation
Engagement models / 09
Use the delivery structure that matches the platform work.
Assessment and roadmap
A bounded review of the current platform, requirements, gaps, risks, architecture, and an executable next-stage plan.
Fixed-scope implementation
A defined integration, migration, storefront, application, workflow, or platform outcome with explicit acceptance criteria.
Embedded platform specialists
Specialists working alongside internal product, engineering, operations, marketing, data, or enterprise teams.
Managed platform evolution
Ongoing maintenance, releases, integrations, support, optimisation, governance, and roadmap execution after launch.
Related platforms and services / 10
Compare adjacent platforms or continue into the wider system.
01
Power BI
Microsoft semantic models, DAX, reports, apps, Fabric, gateways, security, deployment, and capacity operations.
02
Looker
LookML semantic modelling, governed exploration, dashboards, embedding, Git lifecycle, and Google Cloud integration.
03
Metabase
Accessible self-service analytics, models, metrics, dashboards, embedding, permissions, and open-source operation.
01
Data engineering
Pipelines, platforms, warehouses, analytics engineering, BI, and governed data operations.
02
Cloud and DevOps
Cloud architecture, delivery automation, observability, security, reliability, and platform operation.
03
Managed technology services
Ongoing application, cloud, security, reliability, support, and continuous improvement.
FAQ
Tableau development and platform services
Platform scope, ownership, licences, data, integrations, security, migration, and long-term operation are clarified before delivery.
01Can Rokad migrate Tableau Server to Tableau Cloud?
Can Rokad migrate Tableau Server to Tableau Cloud?
Yes. We assess authentication, users, groups, projects, permissions, workbooks, data sources, extracts, Bridge, schedules, subscriptions, extensions, APIs, and network access before migration.
02Can Rokad improve slow Tableau dashboards?
Can Rokad improve slow Tableau dashboards?
Yes. We profile source queries, relationships, calculations, filters, marks, actions, extracts, refresh, concurrency, server or site capacity, and user behaviour.
03Can Tableau be embedded into our application?
Can Tableau be embedded into our application?
Yes. We design identity, authorisation, trusted or connected access, filters, row security, APIs, responsive layout, performance, telemetry, and support.
04Can Rokad manage Tableau after launch?
Can Rokad manage Tableau after launch?
Yes. Managed scope can cover refresh, Bridge, data sources, workbooks, permissions, users, performance, Server upgrades, incidents, governance, usage, and new analytics.
Tableau · Business intelligence
Make Tableau content reusable, governed, performant, and operationally owned.
Rokad can build data sources and dashboards, structure permissions and projects, execute migration or embedding, and manage platform operations.
Contact / 05
Bring us the difficult technology problem.
Tell us what you need to build, improve, procure, deploy, or operate. We will respond with a practical next step.