: Ready to level up on your data? Adopting a data-driven culture can help your organization innovate and build resiliency. Come explore several use case scenarios for Tableau, a business intelligence and analytics software, to improve efficiency in creating board reports, data cleaning, CDFI Fund compliance, and more! Learn actionable steps on how to get started with Tableau and begin the journey to unlocking the power of data
2023 SBFF Slide Deck - Unlocking the Power of Data - CCDFI.pptxBenjaminAllen74
Ready to level up on your data? Adopting a data-driven culture can help your organization innovate and build resiliency. Come explore several use case scenarios for Tableau, a business intelligence and analytics software, to improve efficiency in creating board reports, data cleaning, CDFI Fund compliance, and more! Learn actionable steps on how to get started with Tableau and begin the journey to unlocking the power of data
How Can Business Analytics Dashboard Help Data Analysts.pdfGrow
The Business analytics dashboard provides a centralized platform that empowers data analysts to explore, analyze, and visualize data more efficiently and intuitively, ultimately driving better decision-making. You can discover how these intuitive Business Intelligence dashboard tools enhance every aspect of data analysis and streamline a data analyst's job. Revolutionize how data analysts function and make the data analysis journey successful by visiting Grow.com.
1. The document discusses Business Intelligence and analytics using Oracle BI Foundation Suite. It provides an overview of the different components, capabilities, and features of Oracle BI including the BI Server, presentation layer, data warehousing, ETL processes, and end users.
2. It describes the different modules of Oracle BI including dashboards, KPIs, reports, predictive analysis, and graphical OLAP. It also discusses the hardware and software components needed for a complete Oracle BI solution.
3. Screenshots are provided showing how to create a database connection in Oracle BI, indicating how users can access and work with data through the presentation layer.
Data Visualization: A Powerful Tool for Insightful Analysis | CyberPro Magazinecyberprosocial
In today's world, where data is everything, data visualization is like a superpower for businesses, researchers, and analysts. It's all about taking boring raw data and turning it into cool pictures
DATA VISUALIZATION FOR MANAGERS MODULE 5| Bringing Together with Dashboard| BUSINESS ANALYTICS PAPER 1 |MBA SEM 3| RTMNU NAGPUR UNIVERSITY| BY JAYANTI R PANDE
MBA Notes by Jayanti Pande
#JayantiPande
#MBA
#MBAnotes
#BusinessAnalyticsNotes
For a dashboard to truly provide value
and actionable insights, dashboard design must be approached leveraging meaningful data and analytics with the stakeholder in mind.
Chapter Dashboards – Part 1: What’s Measured is RealBillhighway
Recording available here: https://youtu.be/2_KGW-_6sos
In Part 1, we’ll discuss:
- Process for identifying key metrics – what should your chapters be focusing on?
- What are the top metrics to track?
- Internal communication and buy-in for dashboards
2023 SBFF Slide Deck - Unlocking the Power of Data - CCDFI.pptxBenjaminAllen74
Ready to level up on your data? Adopting a data-driven culture can help your organization innovate and build resiliency. Come explore several use case scenarios for Tableau, a business intelligence and analytics software, to improve efficiency in creating board reports, data cleaning, CDFI Fund compliance, and more! Learn actionable steps on how to get started with Tableau and begin the journey to unlocking the power of data
How Can Business Analytics Dashboard Help Data Analysts.pdfGrow
The Business analytics dashboard provides a centralized platform that empowers data analysts to explore, analyze, and visualize data more efficiently and intuitively, ultimately driving better decision-making. You can discover how these intuitive Business Intelligence dashboard tools enhance every aspect of data analysis and streamline a data analyst's job. Revolutionize how data analysts function and make the data analysis journey successful by visiting Grow.com.
1. The document discusses Business Intelligence and analytics using Oracle BI Foundation Suite. It provides an overview of the different components, capabilities, and features of Oracle BI including the BI Server, presentation layer, data warehousing, ETL processes, and end users.
2. It describes the different modules of Oracle BI including dashboards, KPIs, reports, predictive analysis, and graphical OLAP. It also discusses the hardware and software components needed for a complete Oracle BI solution.
3. Screenshots are provided showing how to create a database connection in Oracle BI, indicating how users can access and work with data through the presentation layer.
Data Visualization: A Powerful Tool for Insightful Analysis | CyberPro Magazinecyberprosocial
In today's world, where data is everything, data visualization is like a superpower for businesses, researchers, and analysts. It's all about taking boring raw data and turning it into cool pictures
DATA VISUALIZATION FOR MANAGERS MODULE 5| Bringing Together with Dashboard| BUSINESS ANALYTICS PAPER 1 |MBA SEM 3| RTMNU NAGPUR UNIVERSITY| BY JAYANTI R PANDE
MBA Notes by Jayanti Pande
#JayantiPande
#MBA
#MBAnotes
#BusinessAnalyticsNotes
For a dashboard to truly provide value
and actionable insights, dashboard design must be approached leveraging meaningful data and analytics with the stakeholder in mind.
Chapter Dashboards – Part 1: What’s Measured is RealBillhighway
Recording available here: https://youtu.be/2_KGW-_6sos
In Part 1, we’ll discuss:
- Process for identifying key metrics – what should your chapters be focusing on?
- What are the top metrics to track?
- Internal communication and buy-in for dashboards
"xLogia Tech: Business Intelligence (BI) is a set of technologies, processes, and tools that help organizations collect, analyze, and present business information to support decision-making. The core components of business intelligence are diverse and encompass various aspects of data management and analysis.
1. Data Sources and Integration: BI begins with data. Organizations collect data from various sources such as transactional databases, spreadsheets, and external data providers. Data integration involves combining, cleaning, and transforming this raw data into a unified and consistent format for analysis. This process ensures that decision-makers have access to accurate and reliable information.
2. Data Warehousing: A data warehouse is a central repository that stores large volumes of structured and sometimes unstructured data. It is designed to support reporting and analysis. Data warehouses provide a historical perspective and allow for complex queries to be executed efficiently."
Self-Service Data Exploration_ No Coding, Just Reporting.pdfGrow
Explore the capabilities of self-service data exploration tools, which allow users to analyze and report data without requiring code. With the advanced BI solution, you may gain faster insights, better collaboration, and greater decision-making agility. Learn about the advantages of self-service data exploration and how it affects business intelligence reporting tools by visiting at Grow.com
"Making Data Actionable" by Budiman Rusly (KMK Online)Tech in Asia ID
***
This slide was shared at Tech in Asia Product Development Conference 2017 (PDC'17) on 9-10 August 2017.
Get more insightful updates from TIA by subscribing techin.asia/updateselalu
6 Reasons Why Nonprofit Organizations Should Use Dashboards.pdfHumanataSEO
Nonprofit organizations are often challenged to make data-driven decisions due to limited resources, budgets, and technological capabilities. However, data is essential for effective decision-making and improving operational efficiency. That’s where dashboards come in.
6 Reasons Why Nonprofit Organizations Should Use Dashboards.pptxHumanataSEO
Dashboards offer real-time insights into nonprofit operations and performance, allowing data-driven decision making. The document outlines 6 reasons why nonprofits should use dashboards: 1) Improved visibility and transparency into goals and metrics. 2) Enhanced donor management through tracking engagement and giving. 3) Improved program performance through monitoring and corrective action. 4) Streamlined financial management through monitoring revenue, expenses and budgets. 5) Efficient resource allocation through identifying areas for cost reduction or reallocation. 6) Improved board reporting through timely, accurate and actionable data access.
Business intelligence (BI) leverages software and services to analyze data and provide insights into business performance. BI tools collect data from within and outside an organization, analyze it using techniques like data mining and predictive modeling, and present findings through reports, dashboards, and visualizations. This allows organizations to make more informed strategic decisions, gain competitive advantages through customer insights, improve processes and efficiency, and monitor key metrics in real-time. Common applications of BI include optimizing operations in human resources, finance, sales, marketing, and providing executives with a comprehensive view of business health.
Master the Art of Data Visualizations with Credo Systemz (1).pdfcsvishnukumar
Microsoft Power BI, the powerful analytics tool that has emerged as the leader in business analytics can be your career if you upskill yourself using Power BI Training in Chennai at Credo Systemz. Mainly, Our Power BI Certification Course in Chennai enables the aspirants to master this professional skill set from the basics under the guidance of our Business Intelligence Experts.
Master the Art of Data Visualizations with Credo Systemz (1).pdfnishajeni1
Microsoft Power BI, the powerful analytics tool that has emerged as the leader in business analytics can be your career if you upskill yourself using Power BI Training in Chennai at Credo Systemz. Mainly, Our Power BI Certification Course in Chennai enables the aspirants to master this professional skill set from the basics under the guidance of our Business Intelligence Experts.
Master the Art of Data Visualizations with Credo Systemz (1).pdfnishajeni1
Microsoft Power BI, the powerful analytics tool that has emerged as the leader in business analytics can be your career if you upskill yourself using Power BI Training in Chennai at Credo Systemz. Mainly, Our Power BI Certification Course in Chennai enables the aspirants to master this professional skill set from the basics under the guidance of our Business Intelligence Experts.
How Do BI dashboards and Modern Analytics Increase Organizational Efficiency.pdfJose thomas
Creating a scalable, business-specific ERP software Dubai that unifies all business management procedures and facilitates data-driven decision-making is the aim of creating custom ERP software.
Content marketing analytics: what you should really be doingDaniel Smulevich
My presentation from Digital Marketing Show 2014. #DMSLDN
A journey through web analytics processes, from setting up KPIs to integrating data sources and automating reports.
The document discusses a new mobile analytics app called Media Mobile Analytics. It aggregates data from various social media and news sources to provide customizable dashboards and reports. The app utilizes Microsoft's Power BI platform and works across various mobile platforms. It provides analytics and insights for brands in an affordable and customizable way to help companies make strategic decisions. Some of its key features include social media monitoring and analysis, keyword tracking, share price analysis, and brand news aggregation.
This document discusses advanced data visualization (ADV) and provides strategies for implementing effective ADV solutions. It outlines seven primary capabilities of ADV solutions, including dynamic data, visual interfaces, multidimensional analysis, and proactive alerts. It also describes methodologies like storyboarding and prototyping to enable ADV. Key benefits of ADV include improved operational efficiency, faster insight from data, and enabling users to create their own visualizations.
Market Probe focuses on customer feedback programs, brand experience, and go-to-market strategies. They provide enterprise feedback management systems to collect, analyze, and share customer feedback from multiple surveys. Their Insight Manager dashboard consolidates and analyzes data to provide customizable reports and key measures that can be drilled down and tracked over time. It integrates survey data with other customer data for insights and considers data security.
Tasks of a data analyst Microsoft Learning Path - PL 300 .pdfTung415774
A data analyst helps organizations gain valuable insights from their data by performing key tasks like preparing data, modeling relationships between data, visualizing data in reports to identify patterns and trends, analyzing the data to communicate findings, and managing Power BI assets like reports, dashboards and data models. Data preparation involves cleaning, transforming and profiling raw data to eliminate errors and ensure the data makes sense. Modeling defines how tables relate and metrics are calculated to enrich understanding. Visualization brings the data to life in reports that tell compelling stories to guide decision making.
Leveraging the Web for More Effective Engagement: Alliance for Nonprofit Mana...ifPeople
As your network grows, it is more important to create appropriate, targeted communications to those in your community to enhance their engagement with your organization. This presentation introduces the Ladder of Engagement as a way to increase commitment and trust with your organization and also provides several demos that leverage Plone and salesforce.com to create targeted, appropriate communications.
Vicinity Jobs’ data includes more than three million 2023 OJPs and thousands of skills. Most skills appear in less than 0.02% of job postings, so most postings rely on a small subset of commonly used terms, like teamwork.
Laura Adkins-Hackett, Economist, LMIC, and Sukriti Trehan, Data Scientist, LMIC, presented their research exploring trends in the skills listed in OJPs to develop a deeper understanding of in-demand skills. This research project uses pointwise mutual information and other methods to extract more information about common skills from the relationships between skills, occupations and regions.
[4:55 p.m.] Bryan Oates
OJPs are becoming a critical resource for policy-makers and researchers who study the labour market. LMIC continues to work with Vicinity Jobs’ data on OJPs, which can be explored in our Canadian Job Trends Dashboard. Valuable insights have been gained through our analysis of OJP data, including LMIC research lead
Suzanne Spiteri’s recent report on improving the quality and accessibility of job postings to reduce employment barriers for neurodivergent people.
Decoding job postings: Improving accessibility for neurodivergent job seekers
Improving the quality and accessibility of job postings is one way to reduce employment barriers for neurodivergent people.
Contenu connexe
Similaire à 2023 SBFF Breakout Session Slide Deck - Unlocking the Power of Data - Clearinghouse CDFI
"xLogia Tech: Business Intelligence (BI) is a set of technologies, processes, and tools that help organizations collect, analyze, and present business information to support decision-making. The core components of business intelligence are diverse and encompass various aspects of data management and analysis.
1. Data Sources and Integration: BI begins with data. Organizations collect data from various sources such as transactional databases, spreadsheets, and external data providers. Data integration involves combining, cleaning, and transforming this raw data into a unified and consistent format for analysis. This process ensures that decision-makers have access to accurate and reliable information.
2. Data Warehousing: A data warehouse is a central repository that stores large volumes of structured and sometimes unstructured data. It is designed to support reporting and analysis. Data warehouses provide a historical perspective and allow for complex queries to be executed efficiently."
Self-Service Data Exploration_ No Coding, Just Reporting.pdfGrow
Explore the capabilities of self-service data exploration tools, which allow users to analyze and report data without requiring code. With the advanced BI solution, you may gain faster insights, better collaboration, and greater decision-making agility. Learn about the advantages of self-service data exploration and how it affects business intelligence reporting tools by visiting at Grow.com
"Making Data Actionable" by Budiman Rusly (KMK Online)Tech in Asia ID
***
This slide was shared at Tech in Asia Product Development Conference 2017 (PDC'17) on 9-10 August 2017.
Get more insightful updates from TIA by subscribing techin.asia/updateselalu
6 Reasons Why Nonprofit Organizations Should Use Dashboards.pdfHumanataSEO
Nonprofit organizations are often challenged to make data-driven decisions due to limited resources, budgets, and technological capabilities. However, data is essential for effective decision-making and improving operational efficiency. That’s where dashboards come in.
6 Reasons Why Nonprofit Organizations Should Use Dashboards.pptxHumanataSEO
Dashboards offer real-time insights into nonprofit operations and performance, allowing data-driven decision making. The document outlines 6 reasons why nonprofits should use dashboards: 1) Improved visibility and transparency into goals and metrics. 2) Enhanced donor management through tracking engagement and giving. 3) Improved program performance through monitoring and corrective action. 4) Streamlined financial management through monitoring revenue, expenses and budgets. 5) Efficient resource allocation through identifying areas for cost reduction or reallocation. 6) Improved board reporting through timely, accurate and actionable data access.
Business intelligence (BI) leverages software and services to analyze data and provide insights into business performance. BI tools collect data from within and outside an organization, analyze it using techniques like data mining and predictive modeling, and present findings through reports, dashboards, and visualizations. This allows organizations to make more informed strategic decisions, gain competitive advantages through customer insights, improve processes and efficiency, and monitor key metrics in real-time. Common applications of BI include optimizing operations in human resources, finance, sales, marketing, and providing executives with a comprehensive view of business health.
Master the Art of Data Visualizations with Credo Systemz (1).pdfcsvishnukumar
Microsoft Power BI, the powerful analytics tool that has emerged as the leader in business analytics can be your career if you upskill yourself using Power BI Training in Chennai at Credo Systemz. Mainly, Our Power BI Certification Course in Chennai enables the aspirants to master this professional skill set from the basics under the guidance of our Business Intelligence Experts.
Master the Art of Data Visualizations with Credo Systemz (1).pdfnishajeni1
Microsoft Power BI, the powerful analytics tool that has emerged as the leader in business analytics can be your career if you upskill yourself using Power BI Training in Chennai at Credo Systemz. Mainly, Our Power BI Certification Course in Chennai enables the aspirants to master this professional skill set from the basics under the guidance of our Business Intelligence Experts.
Master the Art of Data Visualizations with Credo Systemz (1).pdfnishajeni1
Microsoft Power BI, the powerful analytics tool that has emerged as the leader in business analytics can be your career if you upskill yourself using Power BI Training in Chennai at Credo Systemz. Mainly, Our Power BI Certification Course in Chennai enables the aspirants to master this professional skill set from the basics under the guidance of our Business Intelligence Experts.
How Do BI dashboards and Modern Analytics Increase Organizational Efficiency.pdfJose thomas
Creating a scalable, business-specific ERP software Dubai that unifies all business management procedures and facilitates data-driven decision-making is the aim of creating custom ERP software.
Content marketing analytics: what you should really be doingDaniel Smulevich
My presentation from Digital Marketing Show 2014. #DMSLDN
A journey through web analytics processes, from setting up KPIs to integrating data sources and automating reports.
The document discusses a new mobile analytics app called Media Mobile Analytics. It aggregates data from various social media and news sources to provide customizable dashboards and reports. The app utilizes Microsoft's Power BI platform and works across various mobile platforms. It provides analytics and insights for brands in an affordable and customizable way to help companies make strategic decisions. Some of its key features include social media monitoring and analysis, keyword tracking, share price analysis, and brand news aggregation.
This document discusses advanced data visualization (ADV) and provides strategies for implementing effective ADV solutions. It outlines seven primary capabilities of ADV solutions, including dynamic data, visual interfaces, multidimensional analysis, and proactive alerts. It also describes methodologies like storyboarding and prototyping to enable ADV. Key benefits of ADV include improved operational efficiency, faster insight from data, and enabling users to create their own visualizations.
Market Probe focuses on customer feedback programs, brand experience, and go-to-market strategies. They provide enterprise feedback management systems to collect, analyze, and share customer feedback from multiple surveys. Their Insight Manager dashboard consolidates and analyzes data to provide customizable reports and key measures that can be drilled down and tracked over time. It integrates survey data with other customer data for insights and considers data security.
Tasks of a data analyst Microsoft Learning Path - PL 300 .pdfTung415774
A data analyst helps organizations gain valuable insights from their data by performing key tasks like preparing data, modeling relationships between data, visualizing data in reports to identify patterns and trends, analyzing the data to communicate findings, and managing Power BI assets like reports, dashboards and data models. Data preparation involves cleaning, transforming and profiling raw data to eliminate errors and ensure the data makes sense. Modeling defines how tables relate and metrics are calculated to enrich understanding. Visualization brings the data to life in reports that tell compelling stories to guide decision making.
Leveraging the Web for More Effective Engagement: Alliance for Nonprofit Mana...ifPeople
As your network grows, it is more important to create appropriate, targeted communications to those in your community to enhance their engagement with your organization. This presentation introduces the Ladder of Engagement as a way to increase commitment and trust with your organization and also provides several demos that leverage Plone and salesforce.com to create targeted, appropriate communications.
Similaire à 2023 SBFF Breakout Session Slide Deck - Unlocking the Power of Data - Clearinghouse CDFI (20)
Vicinity Jobs’ data includes more than three million 2023 OJPs and thousands of skills. Most skills appear in less than 0.02% of job postings, so most postings rely on a small subset of commonly used terms, like teamwork.
Laura Adkins-Hackett, Economist, LMIC, and Sukriti Trehan, Data Scientist, LMIC, presented their research exploring trends in the skills listed in OJPs to develop a deeper understanding of in-demand skills. This research project uses pointwise mutual information and other methods to extract more information about common skills from the relationships between skills, occupations and regions.
[4:55 p.m.] Bryan Oates
OJPs are becoming a critical resource for policy-makers and researchers who study the labour market. LMIC continues to work with Vicinity Jobs’ data on OJPs, which can be explored in our Canadian Job Trends Dashboard. Valuable insights have been gained through our analysis of OJP data, including LMIC research lead
Suzanne Spiteri’s recent report on improving the quality and accessibility of job postings to reduce employment barriers for neurodivergent people.
Decoding job postings: Improving accessibility for neurodivergent job seekers
Improving the quality and accessibility of job postings is one way to reduce employment barriers for neurodivergent people.
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Falcon stands out as a top-tier P2P Invoice Discounting platform in India, bridging esteemed blue-chip companies and eager investors. Our goal is to transform the investment landscape in India by establishing a comprehensive destination for borrowers and investors with diverse profiles and needs, all while minimizing risk. What sets Falcon apart is the elimination of intermediaries such as commercial banks and depository institutions, allowing investors to enjoy higher yields.
"Does Foreign Direct Investment Negatively Affect Preservation of Culture in the Global South? Case Studies in Thailand and Cambodia."
Do elements of globalization, such as Foreign Direct Investment (FDI), negatively affect the ability of countries in the Global South to preserve their culture? This research aims to answer this question by employing a cross-sectional comparative case study analysis utilizing methods of difference. Thailand and Cambodia are compared as they are in the same region and have a similar culture. The metric of difference between Thailand and Cambodia is their ability to preserve their culture. This ability is operationalized by their respective attitudes towards FDI; Thailand imposes stringent regulations and limitations on FDI while Cambodia does not hesitate to accept most FDI and imposes fewer limitations. The evidence from this study suggests that FDI from globally influential countries with high gross domestic products (GDPs) (e.g. China, U.S.) challenges the ability of countries with lower GDPs (e.g. Cambodia) to protect their culture. Furthermore, the ability, or lack thereof, of the receiving countries to protect their culture is amplified by the existence and implementation of restrictive FDI policies imposed by their governments.
My study abroad in Bali, Indonesia, inspired this research topic as I noticed how globalization is changing the culture of its people. I learned their language and way of life which helped me understand the beauty and importance of cultural preservation. I believe we could all benefit from learning new perspectives as they could help us ideate solutions to contemporary issues and empathize with others.
Economic Risk Factor Update: June 2024 [SlideShare]Commonwealth
May’s reports showed signs of continued economic growth, said Sam Millette, director, fixed income, in his latest Economic Risk Factor Update.
For more market updates, subscribe to The Independent Market Observer at https://blog.commonwealth.com/independent-market-observer.
Lecture slide titled Fraud Risk Mitigation, Webinar Lecture Delivered at the Society for West African Internal Audit Practitioners (SWAIAP) on Wednesday, November 8, 2023.
Seminar: Gender Board Diversity through Ownership NetworksGRAPE
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OJP data from firms like Vicinity Jobs have emerged as a complement to traditional sources of labour demand data, such as the Job Vacancy and Wages Survey (JVWS). Ibrahim Abuallail, PhD Candidate, University of Ottawa, presented research relating to bias in OJPs and a proposed approach to effectively adjust OJP data to complement existing official data (such as from the JVWS) and improve the measurement of labour demand.
2. Elemental Economics - Mineral demand.pdfNeal Brewster
After this second you should be able to: Explain the main determinants of demand for any mineral product, and their relative importance; recognise and explain how demand for any product is likely to change with economic activity; recognise and explain the roles of technology and relative prices in influencing demand; be able to explain the differences between the rates of growth of demand for different products.
4. Lead Sponsor
What is Tableau
Tableau is a powerful and intuitive data
visualization tool that enables organizations to
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It provides users with the ability to create dynamic
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Key Features of Tableau
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Use Cases of Tableau for CDFIs
1. Portfolio Analysis: analyze loan portfolios, visualize loan
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compliance reports for CDFI Fund
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Tableau offers valuable applications for Community Development Financial Institutions (CDFIs) in their mission to drive economic growth and provide financial services to underserved communities:
Portfolio Analysis: CDFIs can use Tableau to analyze their loan portfolios, visualize loan performance metrics, and identify areas for improvement. This enables better risk management and strategic decision-making.
Impact Measurement: Tableau helps CDFIs track and measure the social and economic impact of their investments. By visualizing data on job creation, housing development, and community revitalization, CDFIs can demonstrate their mission-driven outcomes to stakeholders.
Compliance Reporting: Tableau streamlines the process of generating compliance reports for regulatory bodies. CDFIs can create interactive dashboards that consolidate data from various sources, making it easier to track and report on compliance requirements.
Grant Management: Tableau aids in managing grants by visualizing grant performance, tracking fund allocation, and demonstrating outcomes to grantors. CDFIs can effectively communicate the impact of grant-funded initiatives using Tableau's visual storytelling capabilities.
Investor Reporting: Tableau enables CDFIs to provide transparent and comprehensive reporting to investors. By visualizing financial performance and impact metrics, CDFIs can strengthen relationships with investors and attract future investment.
Marketing: Tableau helps marketers visually represent marketing data, such as campaign performance, customer segmentation, and social media metrics, enabling better understanding and communication of marketing insights.
Go to Tableau dashboards: https://sso.online.tableau.com/public/idp/SSO
Tableau brings numerous benefits to Community Development Financial Institutions (CDFIs):
Enhanced Data Visualization: Visualize complex data in a compelling and interactive way, making it easier to understand and communicate insights.
Improved Decision Making: Access real-time information, analyze loan performance, and identify trends and opportunities for informed decision-making. (Use CMF What if Scenario as an example)
Streamlined Reporting and Compliance: Automate reporting workflows, meet compliance requirements efficiently, and reduce manual efforts. (Use CDFI Cert and Award Performance as example – saving a week worth of time)
Enhanced Impact Measurement: Measure and track social and economic impact, showcasing the value brought to underserved communities.
Increased Stakeholder Engagement: Engage stakeholders effectively through interactive dashboards and visual storytelling.
Scalability and Flexibility: Scale with the organization's needs, handle large datasets, and adapt to changing reporting requirements. (Use ERP as example of flexibility)
Evaluate Your Needs: Identify your specific goals and objectives for using Tableau. Determine the key data analysis and visualization requirements that can benefit your organization.
Identify Staff or Human Resources: Identify individuals within your organization who are best equipped to use Tableau. This may include staff members who manage data, systems, or interns with a technical background. Leverage their existing knowledge and skills to maximize Tableau's potential. (Use CCDFI as an example – Benji does technical side for Tableau, Melissa does technical side for nCino and Mai business needs/project management)
Start with Tableau Public: Consider using Tableau Public, a free version of Tableau that allows you to create and share visualizations publicly. It can be a suitable starting point for small organizations with limited resources.
Focus on Key Data Sources: Collaborate with your identified staff or human resources to identify the primary data sources that are critical for your organization's operations. Start by connecting to and visualizing data from these sources to gain meaningful insights.
Start Simple: Collaborate with your identified staff or human resources to create simple visualizations with a limited number of data points. Focus on the most critical metrics and gradually expand as you gain more experience and confidence.
Utilize Tableau's Templates and Sample Workbooks: Tableau provides pre-built templates and sample workbooks that can serve as starting points for your own visualizations. Encourage your staff or human resources to utilize these resources to save time and effort.
Collaborate and Share Internally: Foster collaboration and knowledge sharing within your organization. Encourage your staff or human resources to share their visualizations internally with colleagues and stakeholders who can provide feedback and input.
Attend Webinars and Online Training: Encourage your staff or human resources to attend Tableau's webinars and online training resources tailored for beginners. These resources can help them understand the basics of Tableau and its functionalities.
Seek External Support if Needed: If your organization has the resources, consider partnering with external consultants or experts who can provide guidance and support in leveraging Tableau effectively.