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2009 Tableau
Customer Conference
Launch your career into over-drive!
Dana Zuber
Wells Fargo Wealth Management Group
July 2009
So, how am I going to spend the next hour?
Should I stay at this session or go to that other one I circled?
 This session is for YOU if you are…
—
A manager who recognizes the value of Tableau but have not yet realized its full
potential within your team
—
A novice Tableau user looking for ideas and inspiration
—
A analyst who would like to make more of an impact on your organization
 Today’s agenda:
22
—
A year in the life of a Tableau junkie
—
From cubicle monkey to analytics guru in three easy steps:
1.
Using Tableau to group problem solve
2.
Make your analysis sing with Tableau data visuals
3.
Using Tableau dashboards to get your analysis off PowerPoint and into action
—
A couple other words of wisdom
—
Set your career into over-drive today (wrap up and questions)
DRAFT
A year in the life of a “Tableau Junkie”
How I have shamelessly grown my network with the help of Tableau
20+ user
community
developmen
t team
internal
partners
demo
s
cocktail
party
circuit
m
e
user
group
2008
conferenc
e
my
fabulous
team!
various
presentations
Wachovi
a
“road show”
requests
executive
strategy
meeting
other
teams on
my floor
internal network
business line
presentations
33
multiple field
presentation
s
DRAFT
external network
event
When 1+1 = 3
How to use Tableau to encourage group think
OR… Instead of having another static and boring PowerPoint meeting,
try a dynamic and interactive meeting with Tableau instead
 The problem with “business as usual”:
—
Two heads are (usually) better than one
—
Interactive, collaborative and informal analysis v. static, one-sided and formal presentation
—
Work efficiency and quality
 What you will need:
—
A team of 2-5 problem-solvers
—
An overhead projector (and popcorn) for in-person meetings or desktop software for remote
meetings
 Tips for success:
44
—
Understand your scope and goal (what specific questions are you trying to answer?)
—
In preparation, QA your data and do a preliminary analysis (~5 solid worksheets of pre-work)
—
Host a 60-90 meeting using Tableau as your dynamic analysis tool (v. PowerPoint as your static
presentation medium)
—
Create an agenda and stick to it!
DRAFT
A picture is worth a thousand words
How to make your analysis sing with Tableau
Using dots to compare
Source: The Economist, Nov 6 2008
55
DRAFT
A picture is worth a thousand words
How to make your analysis sing with Tableau
Using table calculations to expose the hidden
A
B
C
B
C
A
Source: The Economist, Apr 2 2009
66
DRAFT
A picture is worth a thousand words
How to make your analysis sing with Tableau
“Q-tips”
Revenue
Fun with bubbles
Expense
77
DRAFT
Ready… set… GO!
Using Tableau dashboards to get your analysis off PowerPoint and into ACTION
Option 1
88
DRAFT
Ready… set… GO!
Using Tableau dashboards to get your analysis off PowerPoint and into ACTION
Option 2
99
DRAFT
The last word…
A couple other words of wisdom
 Beware the learning curve (it’s short but steep)
 A tale of two analysts: there are two types who will resist Tableau
 Go on… step outside your comfort zone
 Go for small wins every day
 Be a grass-roots Tableau advocate
 Think of establishing a data viz community
10
10
DRAFT
Summary and questions
Set your career into over-drive today
(or next week when you get back to work)
 Leverage Tableau to build your network… seriously
 Try using Tableau to group problem solve
 Stretch your limits with Tableau’s graphics
—
Be on the look-out for inspiration
—
Build a “data viz” community
—
Never say never
 Step out of your comfort zone and start using interactive dashboards to get off
PowerPoint and into ACTION
11
11
DRAFT
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