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2009 Tableau Customer Conference

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…

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2009 Tableau Customer Conference

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  1. 2009 Tableau Customer Conference Launch your career into over-drive! Dana Zuber Wells Fargo Wealth Management Group July 2009

  2. 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: • A year in the life of a Tableau junkie • From cubicle monkey to analytics guru in three easy steps: • Using Tableau to group problem solve • Make your analysis sing with Tableau data visuals • 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)

  3. A year in the life of a “Tableau Junkie” How I have shamelessly grown my network with the help of Tableau user group 20+ user community development team cocktail party circuit internal partners 2008 conference my fabulous team! various presentations me demos Wachovia executive strategy meeting other teams on my floor “road show” requests internal network external network business line presentations multiple field presentations event

  4. When 1+1 = 3 How to use Tableau to encourage group think • The problem with “business as usual”: • Two heads are (usually) better than one • Interactive, collaborative and informal analysisv. 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! OR… Instead of having another static and boring PowerPoint meeting, try a dynamic and interactive meeting with Tableau instead

  5. 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

  6. 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

  7. A picture is worth a thousand words How to make your analysis sing with Tableau “Q-tips” Fun with bubbles Revenue Expense

  8. Ready… set… GO! Using Tableau dashboards to get your analysis off PowerPoint and into ACTION Option 1

  9. Ready… set… GO! Using Tableau dashboards to get your analysis off PowerPoint and into ACTION Option 2

  10. 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

  11. 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

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