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

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

ServiceNow Triage

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

Evaluations menu

in your TC18 app

Thank you!

#TC18