Using Tableau to Gain Actionable Insights: Overview & Demonstration of Visualization Software

Overview and Demonstration of Visualization Software
USING TABLEAU TO GAIN
ACTIONABLE INSIGHTS

• Introductions
• Why “visualize” data?
• Tableau Demonstration
• Tableau product offerings
• Learning Tableau
• Tableau and existing Business Intelligence infrastructure
• Senturus Introduction
• Additional Resources
• Q & A
Today’s Agenda
Copyright 2014 Senturus, Inc. All Rights Reserved

Greg Herrera
President & Co-Founder
Senturus
Introduction: Today’s Presenters
Copyright 2014 Senturus, Inc. All Rights Reserved 3
Chuck Hooper
Owner: BIAlytics

This slide deck is part of the “Using Tableau to Gain
Actionable Insights” recorded webinar. To view the FREE
recording of the entire presentation and download the
slide deck, go to:
www.senturus.com/resources/using-tableau-gain-
actionable-insights/
Senturus’ comprehensive library of recorded webinars,
demos, white papers, presentations and case studies is
available on our website:
www.senturus.com
Hear the Recording
4Copyright 2014 Senturus, Inc. All Rights Reserved

Resource Library
Senturus’ whole purpose is to make you
successful with Business Analytics. Thus,
we offer a series of technology-neutral
webinars, training on specific software,
demonstrations, and no-holds-barred
reviews of new software releases. We
host dozens of live webinars every year
and we offer a comprehensive library of
recorded webinars, demos, white papers,
presentations and case studies on our
website--a wealth of learning resources.
Most of our content is custom created
and constantly updated, so visit us often
to see what’s new in the industry.
www.senturus.com/resources/

Overview and Demonstration of
Visualization Software
USING TABLEAU TO GAIN ACTIONABLE
INSIGHTS

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The 2-minute Test
Why Visualize Data?

Well????

Easier?

Does Visualization TYPE Matter?
One more simple test…

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Using the latest version (8.2) of Tableau Desktop
Professional, we’ll review:
1. Ease of use
2. Some more advanced capabilities
3. Industry examples
The following slides outline the content of these
demonstrations. To hear the entire presentation,
including the full context of these demos, download the
complete slide deck here:
Demonstration

Ease of Use Demo:
• Tableau does automatic intelligent analysis of data
files brought into the dashboard
– Example: Connect to Excel file on desktop and bring data
into Tableau
• Dimensions are where Tableau categorizes and places
things that are used to analyze the data (i.e. the way
data is categorized)
• Measures are where Tableau puts numeric values
associated with the data (i.e. areas that might require
or warrant calculations)
Demonstration: Ease of Use

Ease of Use Demo:
• Simply double-click or drag and drop on dimensions and
measures to bring into worksheets in dashboard,
including the main shelf, side shelf, top shelf options
(no need to even touch the keyboard for these
purposes)
• Change data views including chart type, color coding,
values, dates, etc. with simple clicks on various fields
• Create multiple sheets with different types of data
charts within the same dashboard

Ease of Use Demo:
• Creating a bar chart
– View multiple dimensions and values such as sales, profit,
and product views by region, and differentiate by:
– Length of bar (sales)
– Color of bar (profit)
– Number of rows (region)
– Number of columns (product category)
– Thickness of bar (shipping dollars)
– Change from sum to average by simply clicking on field
and choosing alternate view

Ease of Use Demo:
• Creating a scatter plot chart
– Tableau will automatically select and suggest the best
way to view the data (in terms of chart type) based on
the measures and dimensions selected
– View multiple dimensions and values such as sales, profit,
and product views by region, and differentiate by:
– Scatter plot axis (profit)
– Color (difference in regions)
– Note: Tableau also has a “color blind” palette built in as
an option
– Filter shelf (ship date)
– Shape shelf (product categories)
– Lasso data points, right click to view underlying data

Ease of Use Demo:
• Creating a map chart
– Tableau automatically recognizes geographic dimensions
(such as state and province) from your original data
document, and generates latitude and longitude measures
– Alter color and size of data mark to view and
differentiate between different measures, such as sales
and profit
– Map options include adding view of per capita income per
state; lots of demographic variables are included as part
of the Tableau

Ease of Use Demo:
• Creating a date chart
– Look at multiple years, by quarter, or drill down to
monthly views of data, and add color variances for better
visibility
• Multiple charts (sheets) in one interactive dashboard
view
– Making one chart a driver for other charts
– Choosing a measure or dimension on the driver chart will
automatically change and align the data view on all the
other charts associated within the same dashboard
• Publish workbook to Tableau hosted online server
(note, must extract data first)

More Advanced Capabilities Demo:
• Tableau has a direct interface connection to R, a free
statistical package open source
– Multi-variant outlier package (there are 7,000+ packages
to choose from with R)
– Add color coding to each one of the outliers
• Tableau can also create trellis charts, as well as
gauges, waterfall, and spider charts
• When you hover over any mark in Tableau, you get tool
tips
• Tableau forecasting is also built in with multiple
editing options in terms of forecast length, etc.

More Advanced Capabilities Demo:
• Map ranges and masks
• Drop down view list eliminates need for tabs to change
views
• Big Data Wine example
– Looking at multiple dimensions and measure (such as
brand, flavor, dollars spent) all executable in sub-second
response time
– Not aggregated data; looking at a lot of detailed rows of
data
– Sub-second response time is coming from a Tableau data
extract on notebook computer with over 1 billion rows of
data

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Industry Examples Demo:
• Banking
– Wanted to understand why customers were leaving the
bank and pulling their accounts
– Industry database outlines various reasons people leave
– Local bank data comes from SQL server
– National average comes from Excel database
– Calculations done taking data from both; two different
databases on one chart
Demonstration: Industry Examples

• Healthcare
– Blood supply for last 30 days
– Three types of product: red-blood cells, platelets, fresh
frozen plasma
– Blue reflects where transfusion was medically indicated,
red reflects where it was not medically indicated
– Why would a doctor prescribe it if not indicated?
– Click into red data to see further details (who is
prescribing it, cost per unit, etc.)

• Education
– Masters program, number and percent of students
studying abroad
– Sort by region via drop down options
• Manufacturing
– Manufacturing score card: KPIs performance versus target
by retailer
– Yellow is neutral/ok, red is bad, green is good
– Executive dashboard that satisfies the needs of many users
– Simple clicks to gray out the data you don’t want to view,
and drill down to data that matters

• Manufacturing
– Speed to shelf chart
– How many days between authorizing order to time it sold,
time product actually hits the shelf to seeing first sales
record, etc.
– Price elasticity models
– If I raise the price of one of my products, how does it impact
the sales of my other products?

Also:
– Tableau Public
– Tableau Digital
– Tableau Mobile
Tableau Product Offerings

• Taught by Chuck Hooper, Tableau Zen Master
• Customized for each client
• No limit to class size
• Applicable to new/experienced users
• All training material included
• End with something in production!
Tableau Training 2-Day On-site
Click here for course description and details
or
Contact: info@senturus.com

• Fully functional
http://www.tableausoftware.com/products/trial
Free Tableau Trial

Properly Staged Data BI Tools
TYPICAL “BEST PRACTICES” BI ARCHITECTURE
INTEGRATED BUSINESS PROCESS DIMENSIONAL MODELS WITH METADATA LAYER(S)
35Copyright 2014 Senturus, Inc. All Rights Reserved.
* Also known as a Star Schema
SourceSystemsofRecord
Conforming
Business Process
Dimensional Models*
Single Version of the Truth
DataAbstractionModel
Information Security
Report
Authoring
Dashboard
Authoring
Slicing &
Dicing
Ad Hoc
Querying
Threshold
Alerting
ERP
Data
Labor
Data
Other
Sources
Planning
Data
DataIntegration(ETL) Standard
Reports
Dashboards/
Scorecards
Self-Service
Reporting &
Analysis
Threshold-
based Alerts
WebPortal

TABLEAU AND EXISTING BI ARCHITECTURE (1)
Conforming
Business Process
Dimensional Models*
Report
Authoring
Dashboard
Authoring
Slicing &
Dicing
Ad Hoc
Querying
Threshold
Alerting
ERP
Data
Labor
Data
Other
Sources
Planning
Data
DataIntegration(ETL)
Standard
Reports
Dashboards/
Scorecards
Self-Service
Reporting &
Analysis
Threshold-
based Alerts
WebPortal

TABLEAU AND EXISTING BI ARCHITECTURE (2)
Conforming
Business Process
Dimensional Models*
Report
Authoring
Dashboard
Authoring
Slicing &
Dicing
Ad Hoc
Querying
Threshold
Alerting
ERP
Data
Labor
Data
Other
Sources
Planning
Data
DataIntegration(ETL)
Standard
Reports
Dashboards/
Scorecards
Self-Service
Reporting &
Analysis
Threshold-
based Alerts
WebPortal

Who we are
SENTURUS INTRODUCTION

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Senturus: Business Analytics Consultants
Business
Intelligence
Enterprise
Planning
Predictive
Analytics

• Former Head of BI/ Lead Architect – VISA
• Former BI Architect – Jamba Juice
• Former Head of BI – Dole
• Former Chief BI Architect – Cisco
• Former Head of BI – Experian
• Former Head of BI – Robert Half International
• Former Head of Training (IBM Cognos, Southern California)
• Former Controller – The GAP
• Two former CFO’s
• Several former Vice Presidents of Marketing
• Several former COO’s
• Several former CIO’s
• Former Partner - PWC ($50million+ projects)
• Average experience = over 20 years
A Few of Our Team Members
Deep & Pragmatic Experience
Copyright 2014 Senturus, Inc. All Rights Reserved. 42

• Free, 14-day full version available here:
www.tableau.com/partner-trial?id=39146
• Senturus also offers a complimentary, one hour
consultation to get you started with Tableau
Contact Senturus at info@senturus.com or 888-601-6010
Download Free Trial of Tableau Software

One Hour Call with Senior Business Intelligence Architect
• Understand Your Environment and Challenges
• Discuss Observations and Make Recommendations
Contact Senturus
– info@senturus.com
– 888 601 6010
Free BI Architecture Evaluation

www.senturus.com
• 26 webinars planned for 2015
• January 21
– Automated Narrative Reporting in Cognos BI
Other Events

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Thank You!
www.senturus.com
888-601-6010
info@senturus.com
Copyright 2014 by Senturus, Inc.
This entire presentation is copyrighted and may not be
reused or distributed without the written consent of
Senturus, Inc.

Using Tableau to Gain Actionable Insights: Overview & Demonstration of Visualization Software

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Using Tableau to Gain Actionable Insights: Overview & Demonstration of Visualization Software