Raleigh Durham TUG

Meeting #2 – Thursday January 16th, 2014

Raleigh Durham Tableau User Group

PRESENTED BY

Chris SchultzBI Architect @ BCBSNC

©2013 Tableau Software Inc. All rights reserved. Raleigh Durham TUG

Tonight’s Agenda

Intro, Announcements,

etc

Company Showcase:

BCBSNCDan Murray!

©2013 Tableau Software Inc. All rights reserved. Raleigh Durham TUG

Welcome!

• Special thanks to our hosts Jennifer Salamh and Duke!

• Purpose of this User Group:• Meeting and networking with other local users• Company Showcases: seeing examples of the great Tableau

work being developed throughout the Triangle• Special Guests: Tableau consultants, authors, and other

experts from both inside and outside the area• Friendly competitions and contests around Tableau viz

development (iron viz!?)

©2013 Tableau Software Inc. All rights reserved. Raleigh Durham TUG

Who is here tonight?

©2013 Tableau Software Inc. All rights reserved. Raleigh Durham TUG

RDU TUG Meeting Frequency and Format

• Quarterly Meetings• Additional meetings may be scheduled around special

events between the quarterly TUG meetings• General Format:

• 1. General Announcements 2. Speaker #1  (Local Company Showcase )3. Speaker #2 (Special guest)4. Round Table / Tableau User Q & A

• Official Raleigh Durham TUG Website• http://community.tableausoftware.com/groups/raleigh• Sign up!• Post and Share news and info• Respond to polls, blog posts, etc

Local Company Showcase: BCBSNC

• Small team of users in Sales started using Tableau Desktop in 2009

• Push to get Tableau Server, took a couple years – lots of resistance and misunderstanding of the product

• Tableau Server POC in late 2012 kick started the growth in Tableau usage and adoption

• Server implemented in May of 2013

Tableau Activity and Usage @ BCBSNC

2 Tableau Server environments

6 Desktop users in 2009

39 Desktop users today

104 workbooks published to Tableau Server

152 users with interactor access on Tableau Server

700+ views published to Tableau Server in 2013

13,000+ views rendered by Tableau Server in 2013

Challenges for Tableau adoption at BCBSNC

• Governance, particularly around data• Getting official buy-in for DataViz COE• Getting off-premise and external parties access to their data –

(looking into Tableau Online options)• Competing BI Tools – when to use which?

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• Connecting UsersConnect BCBSNC Tableau user community to each other and to broader Tableau community.

• Voice of Tableau and Data VisualizationBody to communicate to BCBSNC leadership and users regarding Tableau utilization and ecosystem

• Consulting ServicesCoach and consult tableau users on effective visualizations for improved business and insight

• Server Support & AdministrationSite Creation, initial user set up, monitoring usage and growth on server, license tracking, new versions, security, upgrades, etc.

• Viz Development (when sanctioned as “enterprise” projects)

DataViz COE Services

Supporting the User Community – collaborative tools & activities

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Where does Tableau Fit within our Existing Toolset?

• Fills a void in our data visualization capabilities• Allows us to answer questions that we haven’t thought of at the time of design• Analysts have more control and flexibility over their data which is a must given the complexity of

our data, number of different data sources, and number of processes that have to be ingrained in the analysis

• The DataViz COE takes the place of the traditional BI application “support” model in that it not only governs the environment, it also assists in visualization development and proactively promotes best practices and user adoption

Advanced AnalyticsReporting & Monitoring

Advanced AnalyticsData Visualization &Visual Discovery

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When to use which: Business Objects vs. Tableau

• Analysts are doing the development – Tableau Desktop is much easier to learn and use for building ad-hoc visualizations and self service dashboards for the average analyst

• Requires Data Blending -Current process is very manual – requires data that’s either not in EDW (3rd party) or it has to be transformed or prepared outside of the Warehouse

• Dynamic data and requirements - The current analysis / report is generated by power user / COE Analyst and the information they need is very dynamic – the requirements change on a month to month basis (like Medical Expense trends)

• Need data visualization on big data – Tableau’s Data Extracts provide in memory data for rapid

When to use Tableau

• Enterprise Reporting - tool of choice for rigorously validated reports, broadcast, bursting, and pixel perfect reporting

• Static data and requirements - when reporting requirements will be slowly changing• Need very detailed reporting at an operational level - lots of text, lots of columns, need to

print out • Reporting application requires SLAs - BOBJ is the target environment for reports that will be

operationalized and need SLAs• Business User protected environment – reports or queries where database complexities and

SQL are hidden away

When to use BOBJ

Tableau is filling a huge void for our Power Users

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©2013 Tableau Software Inc. All rights reserved. Raleigh Durham TUG

Next up: Special Guest Dan Murray

©2013 Tableau Software Inc. All rights reserved. Raleigh Durham TUG

Conclusion and Q&AThank you for coming!