Establish Governance and Support Published Content16% of the exam
Governance models, sites and Advanced Management features
Map governance requirements to Tableau Blueprint's centralized, delegated and self-governing models, to projects or sites as boundaries, and to the Advanced Management and Data Management features that satisfy them on Tableau Server and Tableau Cloud.
Map an organization's governance requirements to Tableau features and capabilities.
~8 min read · 7 practice questions ·
What the exam expects
- Recommend a centralized, delegated or self-governing model for each governance area, and mix models when data sensitivity and team skills differ.
- Recognize each Blueprint model from its description of roles, producers and processes.
- Separate trusted from in-progress content with project types instead of tags, extra sites or revision history.
- Choose between sites and projects as the boundary for departments or external clients.
- Map a stated requirement to an Advanced Management feature, a Data Management feature or a core capability, on Tableau Server or Tableau Cloud.
Key terms:
- Tableau Blueprint: Tableau's step-by-step guide and maturity framework for becoming a data-driven organization.
- Governance model: centralized, delegated or self-governing; applied per area of data or content governance.
- Site: a collection of users, groups and content walled off from everything else on the same server.
- Advanced Management: the security, manageability and scalability feature set included with Tableau Enterprise, Cloud+, Server+ or Tableau+.
- Data Management: the licence for Tableau Catalog, Prep Conductor, virtual connections and data policies.
Key facts
Governance models
- Detail
- Centralized, delegated, self-governing, mixed by area
Governance review cadence
- Detail
- Twice a year
Centralized model required for
- Detail
- Highly sensitive data; audience skills gap
Publishing to production projects
- Detail
- Limited to a small group who validate, promote and certify
Users on two sites
- Detail
- Sign in to one site at a time
Advanced Management add-on
- Detail
- Sold at 2024.2; not sold separately since September 16, 2024
Server Deployment
- Detail
- One production plus two non-production installations
Cloud Activity Log retention
- Detail
- Up to 365 days (updates in under 15 minutes) with Advanced Management, Enterprise or Tableau+; current help adds a 14-day default tier, with TCM REST API retention counted from December 2, 2025; S3 retention follows the bucket's lifecycle setting
Data Management contents
- Detail
- Catalog, Prep Conductor, virtual connections, data policies
Data policies on flows
- Detail
- Apply to flow input, not flow output
Sources for this section (6)
- Tableau Governance Modelshelp.tableau.com (opens in a new tab)
- Governance in Tableauhelp.tableau.com (opens in a new tab)
- About Advanced Management on Tableau Serverhelp.tableau.com (opens in a new tab)
- Activity Loghelp.tableau.com (opens in a new tab)
- License Data Managementhelp.tableau.com (opens in a new tab)
- About Virtual Connectionshelp.tableau.com (opens in a new tab)
- Why does Blueprint set dates to move beyond centralized governance?
- When content is needed on two Tableau Server sites, what must happen?
- What does a Tableau Server Deployment include for Advanced Management licensing?
- Where does the Activity Log write events on Tableau Server?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Tableau Consultant pack
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- Worked scenario
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