Tableau & Alteryx Community - Silicon Valley ( Bay Area )

Tableau Best Practices

About the Organizer – Pluto7

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Key Highlights Partner for Tableau and Alteryx

Predictive Solutions E.g. Forecast in a box

Big Data, BI, Salesforce and VCP Focus

Solutions, Framework and Methodology driven

Fortune 500 End Customer Base

Founded in 2005

Overview Pluto7 is a growing Analytics Solutions company headquartered in the heart of Silicon Valley. Our main focus is design Simpler Business solutions with deep understanding into Enterprise specific needs Our senior resources in North America and India bring thought leadership with most relevant experience and exposure

Agile Business Solutions Enabling Internet of Things

Core Expertise – Tableau Alliance Partner

Visualization / BI / Cloud

Big Data / ETL / Data Blending

Predictive Analytics

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Purpose

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Agenda

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6

Tableau Self Service BI ( Drive ) Enablement

Real World Case Studies People • IT / Business Analytics Roles definitions for ClientX • Tableau capabilities awareness E.g. Forecasting • Data visualization best practices sharing • Data source expertise E.g. Salesforce • Business domain expertise identification E.g. Banking Strategy • Past and current executive sponsor priorities and concerns • Discussed Business Intelligence usage, history, concerns • Related and complementary initiatives E.g. Eloqua, Data warehouse Technology • Hardware and software identification to go with Tableau • Machine names and Ips • Firewall, proxy, network boundaries • Data warehouse needs assessment for ClientX • Extraction, Transformation and Load (ETL) Tools – Using Alteryx • Data quality assessment

Process: • Training was designed for ClientX • Helped Define a “Center of Excellence” model Agile / Sprint • Team meet face-to-face to create a set of reports, analytics and/or dashboards

in short order • Worked in Real Time with the clients • Favor Face-to-Face or web conferencing Data management • Leveraged ETL tools like Alteryx for Data management

Best Practices • Simplicity is something that we at pluto7 attempted in every dashboard Enablement Platform • Worked with IT to finalize the resources that business users will need to work

effectively • Suggested Internal email alias for personal support

Hands-on training Hands-on-the-keyboard training conducted by Pluto7 instructors

Agenda

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Preparing the Data

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Blending your Data

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Agenda

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Sample Dashboard

© 2005 Pluto7 and/or its affiliates. All rights reserved. Pluto7 Confidential Note: All Data Masked; Sample View purposes only

“Beauty Is in the Eye of the beholder”

“ What is the dashboard saying ? “

Dashboards Dashboards should pass the 5-second test

Copyright Tableau

Agenda

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“Tableau is Easy. Why bother Training”

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• Tableau is pretty Intuitive for users to ramp up fairly quickly on their own

• Most users run into hurdle crossing beyond the basic to intermediate level of expertise

• Trainings help you learn Tips and Tricks Faster

• Don’t make your Training like Traditional BI Training “Drive Creativity” “Drive Self Reliance”

• Think of your people as Data Artists driving Business outcomes

Agenda

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• Sales forecasting and Planning Organization

• Multiple Headcount actively managing data and generating dashboards Manually

• Limited visualizations

• Minimal time available for analysis

Client Company Background

• Strong Sales demand for newer insights

• Better Visualizations

• Seeking improved productivity with data loads

• Need powerful dashboards

Business Drivers & Challenges • Improved visualization with existing data

• Newer insights into trends for better analysis

• Educated the team on Tableau capabilities for future usage

• Reduced Manual labor in creating dashboards and PowerPoint

• Strong data extraction and loading capabilities

Results & Outcome

• Pluto7 provided Forecast in a Box Solution

• Bundled Tableau services, ETL, Dashboards into one forecasting solution

• User friendly dashboards with scenario planning

• Reduce human dependency on gathering and loading data

Action Taken

Sales Forecasting and Financial Planning Tableau Dashboards and Data Model enablement

• ClientX is the premier application for creating, sharing and buying high-quality photo books.

• ClientX is an organization of passionate people dedicated to bringing memories to life in a simple, beautiful way.

• 100+ Employees, primarily US

Client Company Background

• Lack of a consistent dashboard for Revenue and Bookings reporting

• Need for an effective and accurate visual reporting mechanism

• Incontinent definitions of revenue and bookings reporting

Business Drivers & Challenges • Stable Visual layers

• Complete documentation on legacy reporting

• Improved visualization with existing data

• Newer insights into trends for better analysis

• Educated the team on Tableau capabilities for future usage

Results & Outcome

• Pluto7 provided Forecast in a Box Solution

• User friendly dashboards with scenario planning

• Standardized the definitions of Revenue and Bookings

Action Taken

Revenue and Bookings Reporting Tableau Enablement & Business Consulting

Learning Community

18 © 2005 Pluto7 and/or its affiliates. All rights reserved. Pluto7 Confidential

Tableau & Alteryx Community - Silicon Valley ( Bay Area ) http://www.meetup.com/Tableau-Alteryx-Community-Silicon-Valley-Bay-Area/ Alteryx San Francisco Bay Area User Group https://www.linkedin.com/groups?home=&gid=6790882

Free Focused Trainings ( access request contact@pluto7.com ) https://pluto7.atlassian.net/wiki/display/TRAIN/Training

Next Meetup

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Tableau & Alteryx Community - Silicon Valley ( Bay Area ) http://www.meetup.com/Tableau-Alteryx-Community-Silicon-Valley-Bay-Area/

3rd week of November – Data and Location will be published shortly

Thank You Contact@pluto7.com

www.pluto7.com

Contact Us

21 © 2005 Pluto7 and/or its affiliates. All rights reserved. Pluto7 Confidential

Phone 1- (408)-824-9213

Email contact@pluto7.com

Web www.pluto7.com

• Managing over $300M in annual budget

• Data analysis and modeling done in Excel

• Extensive data massaging and exchanging

• Complex data mapping E.g. Scope, Budget, Head Count, Releases, Timelines, Inventory

Client Company Background

Drivers: • Need for optimizing budget

• Need for better visualization of inter related data

• Better capabilities than Excel Pivots

Business Drivers & Challenges • Improved visualization with existing data

• Newer insights into trends for better analysis

• Educated the team on Tableau capabilities for future usage

Results & Outcome

• Pluto7 educated team on Tableau

• Showcases the power of Tableau by relating complex data

• Helped design the underlying data model

• Reduce human dependency on gathering and loading data

Action Taken

Budget Portfolio Planning Tableau Enablement

Dashboarding for the 5-second Test • Most important view goes on top

or top-left

• Legends go near their views

• Avoid using multiple color

schemes on a single dashboard

• Use 5 views or fewer in

dashboards

• Provide interactivity

Copyright Tableau