Strategy Integration Design Training

Transcription

1 TableauHelp Strategy Integration Design Training How it all started... TableauHelp was founded in August of 2015 and is based in Austin, Texas. Tableau software has developed a reputation for delivering powerful and immediate value. After years of providing high quality consulting services, a group of former Tableau employees saw a need for a consultation model that utilized these same characteristics. TableauHelp has since evolved into a full spectrum data solution service. What is TableauHelp? We are a full spectrum data consulting and technology company. Our unique approach to consultation guarantees powerful and immediate value. We provide customizable data movement, integration, consolidation, modeling and analytics, along with Tableau visualizations, implementations and training. Why TableauHelp? + + We have collectively helped thousands of companies use Tableau throughout our careers and have seen the trials and triumphs that companies of all sizes encounter on the journey to become more data driven. Experience matters. + + Our creative, lightweight approach to consulting focuses on delivering immediate value. We want to save you time. + + We are an official Tableau partner with Tableau certified trainers and consultants. We maintain the highest standards possible for our service delivery. Austin TX Strategic Hours (Prepaid, Incremental) 30 (Minimum Bucket Size) Hourly Rate: $200 Holisitic Subscriptions: (Contact Us for Pricing) Custom Connectors Automated Data Flow Data Warehousing Monitoring & Alerting Product Development Custom Portals Advanced Security Customized Training Deployment Planning Center of Excellence

2 Data Solutions You want to make better, data-driven decisions, but your data is stored in multiple systems... TableauHelp has a solution. What is Mitto? Mitto is our fast, lightweight, completely customizable data pipeline solution. It automates and monitors the flow of data from all your source systems into a single Tableau ready destination. TableauHelp + Mitto TableauHelp provides data solution services to enhance business intelligence. This includes data extraction, movement, storage, modeling, analytics, visualization, and certified Tableau software training. We use our own product, Mitto, to combine your data sources into a single location and model it for the best possible results in analytics and visualization. How does it work? You pick the data sources you want to analyze in Tableau. We use connectors to set up the data flow and create custom connectors when necessary. You pick your destination database(s). Mitto comes with PostgreSQL already installed, or you can use your existing database solution. If you need help we will advise you or even set up your environment for you. Mitto has built-in monitoring that alerts you via or Slack of any disruptions in the data flow. REST API Salesforce, Social Media, Google, Any other API Monitoring Relational Database Microsoft SQL, DB2, PostgreSQL, Any relational Database Non Relational Data Mongo DB, Hadoop, Elasticsearch, Most non-relational data MITTO Your Chosen Destination(s) Austin TX Flat Files Excel, CSV, , Google, Any other text file Modeling

3 Success Story Tough Mudder Brings in Mitto to Help with the Heavy Lifting Tough Mudder wanted to make better, data-driven decisions, but their data was stored in separate Salesforce objects that exceeded the load capabilities of the system. TableauHelp used Mitto, a fast, customizable data solution to merge this data and prepare it for advanced analytics. Tough Mudder is one of the world s most recognized endurance events. Participants attempt a mile race and obstacle course that challenges their physical and mental strength. The race emphasizes the principles of team work, camaraderie and overcoming fears. To date, more than 2.5 million people have participated in Tough Mudder events. Movement is the Mission Tough Mudder relies on data analysis to improve customer experience, increase brand loyalty, and make informed, data-driven decisions. Much of Tough Mudder s data is collected and stored in Salesforce. Mitto helped their marketing team increase control of this data with advanced extracting, loading, transforming, and monitoring processes. Growing Pains As the business expanded, the marketing team outgrew Tableau s direct data connector to Salesforce. They needed deeper insight into customer cohorts and brand loyalty, but the volume of data was too large. New data structures needed to be created and maintained. To achieve their business goals they needed a solution with more control, better flexibility, and higher performance capabilities. Analytics Obstacle Course Tough Mudder s marketing team was forced to rely on ad hoc analysis of their marketing and sales data because of two main issues: first, the information was stored in separate Salesforce objects and second, the volume of the data in Salesforce exceeded its analytical capabilities. When a business question arose, they would run a summary report in Salesforce, export a million or more rows of data to SQL or Excel, then manually model and analyze it. This process was labor-intensive and lacked automation. Our process only provided high level metrics. It didn t allow for granularity of detail on the repeat customers. Alexander Von Rosebach Senior Business Analyst, Tough Mudder

4 We are able to see eye-toeye with one view of the data. We established our core key metrics and use those as our building blocks for our business. Alexander Von Rosebach Senior Business Analyst, Tough Mudder One Step, Extract and Load The team realized they needed a better process. The traditional method of extracting, transforming, and loading data requires scripting and database expertise or complex and expensive ETL tools. Tough Mudder embraced Mitto for its ability to simplify the extracting, loading, and modeling of data for advanced analytics in business intelligence platforms like Tableau. (see Figure 1). Why Mitto? It syncs Salesforce data to their existing database and simplifies additional transformation. It also alerts them of any changes or failures throughout the process so they can rest easy knowing that everything is moving properly. The best part? No scripting or database expertise required. A Single Source of Truth With a smooth data flow process and robust Tableau dashboards, Tough Mudder now has a clear and comprehensive view of their customers and a single source of data the entire business can use. Figure 1. Mitto Workflow REST API Salesforce, Social Media, Google, Any other API Monitoring Relational Database Microsoft SQL, DB2, PostgreSQL, Any relational Database Non Relational Data Mongo DB, Hadoop, Elasticsearch, Most non-relational data MITTO Your Chosen Destination(s) Flat Files Excel, CSV, , Google, Any other text file Modeling About TableauHelp TableauHelp provides data solutions to enhance business intelligence. This includes data extraction, movement, storage, modeling, analytics, visualization, and certified Tableau software training. Visit www. for more info. Austin TX

5 Custom Training Customizable Tableau Desktop Training Overview: TableauHelp s Customizable Desktop Training classes can rapidly produce a team of powerful Tableau users. Training classes cover a variety of topics ranging from standard software basics to tailored niche use case scenarios. Our program was created to be flexible for your organizational or individual needs, and our trainers enjoy accommodating all levels of proficiency. While we come prepared with ample stock data and a deep library of real world use case instances, we are most excited to provide training utilizing your actual data, which has been proven to enhance user proficiency. Class Introduction Tableau in Context Interface Overview Rapid Dashboard Development Connecting to Data Source Types Joins & Unions Basic Modeling Metadata Cleanup Extractions The Building Blocks View Structuring The Marks Card Special Fields Using Axis Basic Filtering Mapping The Basic Controls Filtering Parameters User Actions Animations Dashboarding 101 Types of Dashboards Sizing & Scaling Layout Technique Easy Templating Device Specific Design User Interactivity Deep Dive Advanced Technique Multiple Axis Composite Charts Dynamic Display Elements Navigation Anchors Cascading Drilldowns Custom Layout Elements URL Integrations The Metadata Layer Groups Sets Hierarchies Aliases Default Properties The Analytics Layer Reference & Trend Lines Table Calculations Basic Statistics Tools Calculated Fields Basic Overview Arithmetic Conversion Date & Time Logic Conditional KPIs Level of Detail Advanced Nesting Advanced Data Manipulation Real World Deep Dives End User Delivery Basic Publishing Concepts Controlling Interactivity Refreshes, Security & Subscriptions

6 Server Installation Tableau Agile Server Install Overview: TableauHelp s On-site Agile Server Install will deliver a powerfully quick jump-start to your Tableau Server deployment. We offer a full spectrum of server installation, configuration, and best practice tips for implementation. TableauHelp s consultation model ensures that your team is trained on how to administer and manage your new Tableau Server, quickly. We provide detailed business planning, data management strategy, disaster recovery plans, baseline system documentation, and Tableau dashboarding & publishing. Our 3 step process: Step 1 Business Planning Explore how you plan to use Tableau Server Learn about your data requirements Discuss change control processes Define security requirements (Active Directory, SAML, Kerberos, SSL) Plan how to implement your metadata Discuss Tableau updates, patches, etc. Briefing on how to work with Tableau Support IT Planning Create backup and disaster recovery plans Define distributed server architecture Outline how security is to be implemented Plan data connection strategy Pre-Install Checklist Network access testing on Tableau Server hardware Test user and server accounts used for Tableau Source Tableau Setup files Source SSL certificates, if applicable Check for current product keys Confirm firewall and web proxy Step 2 Install Server Install Tableau Server Test backup and restore Add distributed worker servers Configure SSL as necessary Verify Tableau Server functionality Configure optimal initial settings based on environment Verify Installation Verify process health Test extract scheduling and refreshing Test Active Directory group synchronization Test user login & group functionality Test views and data source Confirm Tableau Desktop publishing task Disaster Recovery Review backup & restore process Complete dry run of backup/restore User, Groups and Security Add users & groups Configure initial security for users and groups projects Step 3 Dashboard & Viz Publishing Tableau Desktop & Server walkthrough View and interact with a dashboard in Tableau Server Build interactive visualizations and reports Tell stories with your data Discuss table calculations Implementation Workshop Build business-defined reports and publish to Tableau Server Create and publish visualizations with your data Review permissions of published workbooks Review created workbooks for Tableau best practices and efficiencies Validate Security Configuration Test that security settings are honored by Tableau Test publish/view permissions Dry run of publishing process as defined by change management plan