Welcome
Who's down with COE (Yeah you know me)
# T C 1 8
Speaker Name
Job Title
Company / Org Name
Roman Martyn
Sr Manager, Tableau COE
TD Bank // Enterprise Data & Analytics
Session Name
S E S S I O N R E P E AT S
Day | Time – Time | Location
Session NameDay | Time – Time | Location
Session Name
R E L AT E D S E S S I O N S
Day | Time – Time | Location
Session NameDay | Time – Time | Location
Agenda
IntroductionTD Analytics
SurveyTableau at
TDCOE Pillars
Changing the
Reporting Paradigm
Tools of the Trade
Q & A
Introduction
What I Do
I lead the TD Enterprise Tableau and SAS CoE teams
"A Centre of Excellence (CoE) is a team, a shared facility or an entity that provides leadership, best practices, research, support and/or training for a focus area." (Wikipedia)
www.linkedin.com/in/RomanMartynTD
What We Do
TD Canada Trust
TD: 165 Years of Experience
A Story of Growth
TD Analytics Survey
Tableau @ TD
A Story of Growth
2011Tableau Reader and
Desktop introduced in US
2016Enterprise Tableau Center of Excellence established.Tableau is selected as Enterprise Visualization tool of choice!
2018More than 2,500 active server users weekly1,500+ Desktop UsersMore than 70 Sites
2014Canadian POC Server
We talk about the tool!
2017Tableau Server agreement signed / centralization of
licenses. Tableau Ent. Server48 Core deployment
Server Infrastructure
POC Tableau Server (8-core)
➢ 48 Sites across 30+ LOB's➢ 2,400 users / 4,000 weekly hits➢ Extract-only POC environment
Enterprise Tableau Server (48-core)
➢ Launched at the end of August, 2017➢ 34 Sites / 2,300 users/ 20,000 weekly hits➢ Hadoop Impala / Hive primary pattern➢ High Availability, lower environments enabled
COE Pillars
"One Tableau" Approach
Tableau COE
⚫ ESTABLISH BEST PRACTICES FOR ALL REPORT CREATORS
⚫CREATE SPECIAL SESSIONS AND SUPPORT CHANNELS
⚫ DEVELOP PROOF OF CONCEPTS AND TOOLS FOR THE COMMUNITY
⚫ SUPPORT WITH DATA SOURCES STRUCTURE AND DATA COLLECTION
⚫ PROMOTE AND REWARD A CULTURE OF VISUAL ANALYSIS
Community - Connections
Community - SharePoint
Training
• Tableau Introduction• Visualization Best Practices• Calculations and Parameters• Jedi Tricks• Pimp My Viz
• Desktop I / II / III• Visual Analytics• Web Authoring• Server Administration• Server Architecture
• Tableau Introduction• Tableau Charts, Maps and Dashboards• Data Visualization: Essentials• Makeover Monday Exercises
• eLearning (Desktop I / II / III)• Free Training Videos• Tutorials• Skill Belt in a Box!
• Community Discussions• Interactive Dashboard Reviews• Internal Tableau User Groups
• Tableau Community• Local Tableau User Groups• Blogs
INTE
RN
AL
EXTE
RN
AL
Changing the Paradigm
It's not easy being Vizzy
Tools of the Trade
We've got a process for that!
Single point of contact and strict
support SLA's
Instant, accurate and transparent performance
metrics
Clear and easy onboarding process
Governance - RolesFollowing roles – some being "virtual" roles – were implemented to facilitate communications.Note: There is no Admin or Site Admin, to facilitate the Governance. Data Stewards CANNOT embed passwords: they need to request Data Connection activation to us.
Site OwnerTake decisions on the site
Receive important notifications
Security Managers
Data Stewards / Project LeadThey can publish Data Sources and are responsible for Data Structure
They are contacted in case of Data IssuesThey document data sources
They request for Data Connection ActivationThey also have publishing rights for regular documents.
PublishersThey can publish documents
Security ManagersTake decisions on the siteReceive access requests
and approve to us.
Site Owner
Virtual Roles
Tableau Roles
Governance – Content (Data)
Data Stewards are contacted
Weekly, we analyze what is documented or not: all Data Content, embedded or not, is listed.We have a Sharepoint repository where Data Stewards can add each Data element.
TableauPostgresql Big Brother
SharepointBook of Record
Big Brother
Governance – Speed (Stats for Publishers)
TableauPostgresql Testing
Stats
On the testing environment, a Statistics Dashboard is available, by Site. Refreshed every hour, publishers can test the speed of their views and verify if the speed meet the requirements of the 10s max.We are tolerating 12s, 15s when it's not too frequent.
Refresh 1h
Publishers
Governance – Speed (Daily Automation)
TableauPostgresql Monsters
Detector
An automated alert is sent to our central mailbox when average speed of loading is higher than 15s.This is very helpful to locate issues quickly, especially dashboards not tested in the test environment (some publishers are cheating, sometimes, or not testing properly). When we receive an alert, we investigate and contact the publishers when it's needed.
TableauAutomated
Alert
Tableau Stats / Dashboardsare investigated
Governance – Tracking of requestsWeekly, all requests received (answered) are tracked. This is helping to make visible the work we do.All type of requests can be analyzed easily based on the title, since we have a template for each type of request, using a portal.
Email Template
Thank you!
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