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Welcome
Gaining Approval for your BI Program
Ashley Howard
Enterprise Analytics
Tableau
# T C 1 8
Robert Bloom
Enterprise Analytics
Tableau
WE ARE ON A MISSION
WE KEEP IT SIMPLE
WE WORK AS A TEAM
WE ARE HONEST
WE RESPECT EACH OTHER
WE USE OUR OWN PRODUCTS
WE DELIGHT OUR CUSTOMERS
WE BUILD GREAT PRODUCTS
1000 CREATORS
3500 EXPLORERS
500 VIEWERS
ACROSS 3 SERVER DEPLOYMENTS
& 2 ONLINE SITES
+ 350 CUSTOMER FACING ONLINE SITES
ENTERPRISE ANALYTICS
Data Architecture
Data Engineering
DBAProgram
ManagementAdmins
CFOTECHNICAL OPERATIONS
ENTERPRISE APPLICATIONS
TABLEAU
Finance
HR
TechOps
SalesOps
OrderProcessing
OPERATIONSSALES MARKETING DEVELOPMENT
Insights &Analytics
ContentOptimization
Platforms &Operations
CorpDev
Data Pipeline as a ServiceLead Conversion Data ModelRemodeling Sales Data SourceData Warehouse PilotCloud Migration of ServerAutomation of Server Admin TasksProject Level GovernanceData StewardsUser Enablement
PROJECTS FROM THE LAST 18 MONTHS
Better Data on Employee UsageCreating Curated Data Layer in DWUpdating PDS to Object ModelSelf-Service of Data Curations/SandboxesData StewardsMigrate Remote Infrastructure to CloudMobile EnhancementsExtensibility with ApplicationsExpand Training across Company
PLACES WE WANT TO IMPROVE
Tab
leau
An
alyt
ics
Pla
tfo
rm
Ingest Store Process
On Premises
Public Cloud
Tableau Online
Desktop & Mobile
AW
S S3
Go
ogl
e
Analyze
ELT
ELT
Data Platform: Overview
Operational
Sandbox
Raw Data
Prep
Desktop
Tableau Server / Online
CREATOR
Sandbox Projects
180 Day Content Cleanup
OfficialProjects
Certified Data Sources
Operational
Sandbox
Raw Data
Prep
Desktop
Tableau Server / Online
EXPLORER
Sandbox Projects
180 Day Content Cleanup
OfficialProjects
Certified Data Sources
SCHEDULED REFRESHES
Operational
Sandbox
Raw Data
Prep
Desktop
Tableau Server / Online
VIEWER
Sandbox Projects
180 Day Content Cleanup
OfficialProjects
Certified Data Sources
SCHEDULED REFRESHES
Project Owners
Data Stewards
Content Owners
Process | Governance & Security
Server Administrators
Site Owners } IT Administered
Business Supported}
Projects
How We Manage Content
Data Sources
Sales Opportunity Data Source
Salesforce Global Account Profile
Embed Analytics: Salesforce
PLANNING
DESIGNING
EXECUTING
EVANGELIZING
PRESENTING
DESIGNING
Do Exactly What We Do
There are Many Right Ways
DESIGNING
Craft a Comprehensive Solution
Automate Strategically
PHASE
Conventional Wisdom
PHASE
Conventional Wisdom
The Modern BI Way
PLANNING
Ask for What you Think you Need
PLANNING
Ask for What you Think you Need
Identify What You Really Need
PLANNING
Don’t Ask for too Much
Identify Realistic Options
Workday and Comp Data
PRESENTING
Exhibit Comprehensive Information
Demonstrate You can be Trusted
PRESENTING
Correct their Misconceptions
Help them come to a Different Conclusion
IT Budget
EXECUTING
Deliver a Finished Product
Seek Feedback Early and Often
Book of Business
Modified Data
EXECUTING
Deliver on the Whole Scope
Build it in Phases
Taleo Recruiting
EVANGELIZING
Focus on the Positives
Celebrate Successes and Failures
EVANGELIZING
Report on Outputs
Measure your Impact
The Tableau Server Repository Database
TS Content
High-level summary data about each view, workbook, and published data source.
TS Events
Each audited action taken on Server: Who did what to which thing, and when?
TS Background Tasks
High-level summary data about each view, workbook, and published data source.
TS Data Connections
Map relationships between workbooks, data sources, and underlying connections
The TS Data Sources
DESIGNING = There are Many Right Ways
+ Automate Strategically
PLANNING = Identify What You Really Need
+ Present Realistic Options
PRESENTING = Demonstrate You can be Trusted
+ Help them come to a Different Conclusion
EXECUTING = Seek Feedback Early and Often
+ Build it in Phases
EXPANDING = Celebrate Successes and Failures
+ Measure your Impact
Building a Tableau COE | Step by Step
R E L AT E D S E S S I O N S
Thursday | 12:30pm – 1:30pm | MCCNO – L2 - 291
IT @Tableau | Cloudy with 100% Chance of Data
Thursday | 2:15pm – 3:15pm | MCCNO – L2 - 204
Please complete the
session survey from the My
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in your TC18 app
Thank you!
#TC18
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