2009 Tableau Customer Conference

Launch your career into over-drive!

Dana Zuber

Wells Fargo Wealth Management Group

July 2009

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So, how am I going to spend the next hour?

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:

— 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)

Should I stay at this session or go to that other one I circled?

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A year in the life of a “Tableau Junkie”

me

2008 conferenc

e

user group

20+ user community

my fabulous

team!

other teams on my floor

internal partners

development team

demos

Wachovia

“road show” requests

multiple field presentation

s

executive strategy meeting

business line presentations

various presentations

internal network

external network

event

How I have shamelessly grown my network with the help of Tableau

cocktail party

circuit

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When 1+1 = 3

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:

— 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!

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

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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

Role

Average Profit Client Load Client Size

A

B

C

D

E

How do top performers compare?

Profit Quartile

Top 1/4

Bottom 3/4

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A picture is worth a thousand words

How to make your analysis sing with Tableau

Using table calculations to expose the hidden

Mar 1 06 Sep 1 06 Mar 1 07 Sep 1 07 Mar 1 08 Sep 1 08

0

200

400

600

800

136

279188

486

664

801

Absolute Number

A

B

C

Mar 1 06 Sep 1 06 Mar 1 07 Sep 1 07 Mar 1 08 Sep 1 08

0%

50%

100%

150%

105%

159%

21%

20-Month % Change

B

C

A

Source: The Economist, Apr 2 2009

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A picture is worth a thousand words

How to make your analysis sing with Tableau

Segment Service Channel1 2 3 4 5 6 7 8 9 10

A A

B

C

B A

B

C

C A

B

C

D A

B

C

“Q-tips”

10

9

8

7

6

5

4

3

2

1

Fun with bubbles

Expense

Re

ve

nu

e

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Ready… set… GO!

Using Tableau dashboards to get your analysis off PowerPoint and into ACTION

Option 1

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Ready… set… GO!

Using Tableau dashboards to get your analysis off PowerPoint and into ACTION

Option 2

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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

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Summary and questions

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

Set your career into over-drive today

(or next week when you get back to work)