handson - new orleans | october 22-25 | #tc18 · you’re good enough at explaining it. clarifying...
TRANSCRIPT
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\\tsi.lan\files\Marketing\Events\2018\2018 Tableau Conference\Content\TC18 presentations\HandsOn
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Welcome
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Start at the Beginning | Gathering Requirements for Dream Dashboards
# T C 1 8
Tara Morton
Associate Analytics Consultant
Tableau
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Agenda
3 for Them, 1 for Me
Start at the Beginning
The Pivotal Meeting
Make Your Executives Cry Tears of Joy
Summary
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3 For Them, 1 For Me
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Easter Eggs
Exciting Extras
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Start at the Beginning
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The Pivotal Meeting
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Establishing Rapport
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Speak their language
They are the experts of their business
Establishing Rapport
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Can you avoid saying no?
Establishing Rapport
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Establishing Rapport
Take the pressure off of them
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They’re smart enough to get it if you’re good enough at
explaining it.
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Clarifying Business Questions
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Clarifying Business Questions
• Open-ended questions• Let them tell you more
• Reflect and Summarize• Themes in the form of business questions
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Clarifying Business Questions
• What do you want this dashboard to tell you?
• Why are we making this thing?
• What questions about your business keep you up at night?
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Clarifying Business Questions
• Do they have a current report that isn't doing the job?
• If I waved a magic wand and fixed everything about this report, what would it look like?
• What do you wish this report could tell you?
• What do you wish you could do with it?
• Do you have the detail that you need?
• Who else will you show this to?
• What decisions will it help you make?
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Clarifying Business Questions
• The question will dictate the chart type
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Who is my data person?
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Hey, do you guys have coffee?
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How big is the data?
How often is thedata source updated?
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Make Your ExecutivesCry Tears of Joy
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In Their Style
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No brand guide? No problem
Match brand fonts using Inspect Element or a browser extension
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No brand guide? No problem
Match brand colors using the Tableau color picker and www.color.adobe.com.
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Tips
Copy and paste formatting
Copy and paste views or entire dashboards
Create a template
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Easter Eggs
Put your stamp on it
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Viz in Tooltip
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Parameters
Measures/dimensions
KPI Indicators
Views
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Dashboard Actions
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Turn to a neighbor
Share a favorite
Easter egg you’ve added
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On Their Schedule
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How often will they use it?
On Their Schedule
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Subscriptions
On Their Schedule
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Alerts
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Designed for Their Devices
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What Devices Will They Use?
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Take Out Your Phone
Type out your top 2 takeaways
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Summary
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Summary
Start at the Beginning• Who will be using the dashboard?
• That pivotal meeting
Establishing Report
Clarifying Business Questions
Making Them Cry Tears of Joy• In their style
• On their Schedule
• Designed for their Devices
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Thank you!
#TC18
linkedin.com/in/taramorton
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Please complete the
session survey from the
Session Details screen
in your TC18 app
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