Interview scorecard template

Tableau Expert interview scorecard

Pre-screening scorecard for Tableau Expert candidates.

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Complete evaluation framework

What to assess and how to score it

Review the evidence signals before interviewing. Then use the anchored descriptions—not instinct alone—to choose the score that best matches each answer.

01
Evaluation factor

Technical proficiency

35% weight

Check fluency with LOD expressions, table calculations, parameter actions and data blending versus relationships; ask which SQL dialects they write and how they tune extracts.

Evidence to listen for

  • Command of the languages, frameworks, and data tools the role actually uses
  • Understands correctness, performance, and failure modes, not just syntax
  • Has opinions on testing and can justify them
  • Reads and reasons about code they did not write

Five-point scoring guide

1
Poor

Cannot work independently; fundamentals are missing.

2
Needs Improvement

Weak fundamentals; output needs heavy review.

3
Satisfactory

Competent for the role; needs guidance on complex or unfamiliar work.

4
Very Good

Strong practitioner; handles hard problems with little guidance.

5
Excellent

Explains FIXED versus INCLUDE order of operations unprompted, writes performant custom SQL, and tunes hyper extracts with measurable load time gains.

02
Evaluation factor

Systems and trade-offs

25% weight

Probe how they structure workbooks for scale: extract refresh schedules, Tableau Server or Cloud permissions, row-level security, and when they push logic to the warehouse instead.

Evidence to listen for

  • Reasons about scale, latency, cost, and failure before writing code
  • Names the trade-off they chose and what they gave up
  • Understands the data lifecycle end to end
  • Anticipates what breaks at ten times the volume

Five-point scoring guide

1
Poor

No thinking beyond the immediate task; no awareness of scale or failure.

2
Needs Improvement

Limited architectural awareness; struggles with design decisions.

3
Satisfactory

Works within an existing design; makes sound local decisions.

4
Very Good

Designs for scale and maintainability; articulates trade-offs clearly.

5
Excellent

Weighs live connections against extracts with cost and freshness reasoning, and describes governance choices made across published data sources.

03
Evaluation factor

Evidence and rigour

25% weight

Assess evidence of dashboard performance work: Performance Recorder output, query counts, render times, and how they validated numbers against source systems before publishing.

Evidence to listen for

  • Validates results rather than trusting output
  • Knows how their work is measured and what a bad result looks like
  • Can describe a time their own analysis or model was wrong and how they caught it
  • Careful about data quality, leakage, and silent failure

Five-point scoring guide

1
Poor

Ships unvalidated work; no notion of how correctness is checked.

2
Needs Improvement

Validates superficially; misses obvious quality or leakage issues.

3
Satisfactory

Reasonable checks in place; rigour drops under time pressure.

4
Very Good

Validates thoroughly; can name a real error they caught in their own work.

5
Excellent

Cites before and after load times, names the culprit (nested calcs, quick filters, cross-database joins), and shows a reconciliation process.

04
Evaluation factor

Collaboration and communication

15% weight

Look for how they extracted requirements from finance or ops stakeholders, ran adoption sessions, and handled requests for charts that would mislead.

Evidence to listen for

  • Explains technical work to non-technical stakeholders
  • Gives and takes code or peer review constructively
  • Documents enough that the work survives their absence
  • Aligns with team process rather than working around it

Five-point scoring guide

1
Poor

Cannot work in a team; resistant to feedback.

2
Needs Improvement

Communication issues create rework; lone-wolf tendencies.

3
Satisfactory

Adequate team member; documentation and review participation are light.

4
Very Good

Communicates well; reliable reviewer and collaborator.

5
Excellent

Describes redesigning a requested pie chart or gauge with a defensible alternative, plus concrete usage or adoption numbers afterwards.

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