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Tableau Seattle BI Event How Tableau Changed My Life
- 1. HOW TABLEAU CHANGED MY LIFE Tableau Seattle Customer Event
- 2. INTRODUCTION @russellspangler [email protected] www.linkedin.com/in/russellspangler/ RUSSELL SPANGLER Global EHS Business Intelligence Manager @ Amazon • 6 Years of Tableau server & desktop experience • Winner of 2016 Iron Viz “Food Fight” competition • 2016 Iron Viz championship contestant http://public.tableau.com/profile/russell.spangler My organization is hiring data specialist! (Ask me for the details)
- 3. CINCINNATI TO SEATTLE Tableau helped me land my job! (My last 3 companies had purchased Tableau and needed someone to lead the growth) Cincinnati to Seattle 2,327miles Car: 35 hours Train: 2 days 11 hours Walking: 32 days Biking: 9 days FAR FROM HOME https://www.yelp.com/biz/collective-espresso-cincinnati
- 4. HOWI GOT HERE I’m a data person. My Experience Masters of Science, Information Systems Bachelor of Science, Information Systems MY BACKGROUND Minitab Excel Crystal Reports SSRS Microstrategy SAS/JMP COBOL Perl VB6 Java ASP.net/C# SQL SQL Analytics (R) Python Data Visualization (Tableau) Graphic Design Cloud based tools (AWS / Azure) Recommendations
- 5. http://stevensanne.com/data-viz-in-6-weeks-wk-3-perception-cognition/ http://blog.fusioncharts.com/2014/03/how-we-decode-visual-information-podv/ Preattentive ATTRIBUTES Preattentive attributes to help create focus on the important pieces • Use attributes to focus attention within your design • Combine multiple attributes to enforce focus • Color & Shapes (Red down arrow) • Length & Color (Highest value bar with a bright color)
- 6. PreATTENTIVE ATTRIBUTE TEST How Many 5’s? DATA VISUALIZATION 101
- 7. How Many 5’s? (Time to Insight) Data visualization principals make it easier to understand data DATA VISUALIZATION 101
- 8. HOW I GOT HERE August 2013 – currently 42K views MY FIRST PUBLIC VIZ
- 10. 2016 Food Fight Iron Viz Feeder Contest Winner Currently 34K views Learn how to build the viz: http://www.slideshare.net/RussellSpangl er/seatug-presentation-viz-amp-share- seattle-tableau-user-group Inspired by Sushi Kashiba http://www.yelp.com/biz/sushi-kashiba-seattle PEOPLE LOVE TABLEAU Notable Features • Custom Polygons • Interactive Voting System • Custom Icons • Graphic Design • Hand built dataset
- 11. Visible Areas • Charts & Graphs • Tableau Workbooks • Structured Datasets • Tangible End Results Note: The Awesome Part of Data Visualization Non-Visible Areas • Data Hygiene • Data Management • ETL • Structuring Data • Database Design & Management • Organizing & Locating Data Sources • Non-Tangible “Non-IT” End Results Note: Non-Glorious Part of Data Visualization DATA ICEBERG
- 12. Sketching or Wire Framing. Recommended to help reduce getting stuck during the building process. Understand the focus/goal of the report. SKETCH & FOCUS Connect to Data and Build. Review your data before building. DEVELOPMENT Revisit and Tweak. Use end-user feedback to help finalize your design. Make sure your end-users are happy with the report. FEEDBACK Review Your Creation. Does your design make it easy to answer the questions you are trying to solve? REVIEW Tip: During development build the more difficult visuals first to confirm your data structure MY PROCESS
- 13. WHAT IS TABLEAU • Better charts and graphs • Advanced analytics • Requires data to be structured VISUALS • Calculated measures • Custom data connections • Command line server administration and automation PROGRAMMING • Data visualization tool • Server product provides a centralized reporting portal • Scalable server architecture Software • R integration • Basic forecasting • Drag and drop interface DATA MINING • Interactive (dashboard actions) • Allows discovery Extras • Copy & paste • Live connection • Extract (fast snapshot / refreshable) • Predefined data connections (easy to setup data feeds) DATA WHY IS TABLEAU AWESOME
- 14. Leverage Tableau’s strengths • Keep it Simple: basic chart types (lines & bars) with a high level of execution • Design: Make it look great (at least better than Excel) • Color: Use a modern but simple color palette • Create Interactivity: Use dashboard actions • Make it Meaningful: Focus on the end user and goals • Build Trust: double check your data & numbers The 30* second test • Dashboards should be clear and easy to understand (if you don’t know what you are looking at within 30 seconds, the design could be too complicated) • *Exact timing target varies FIRST REPORT STRATEGY
- 15. WAKE UP CALL The Test • Display a current report and ask questions regarding the data • Time how long it takes for people to answer • Display a newly designed report and ask similar questions regarding the data • Time the results & compare Time to Insight (quantify your return!) • The time it take end users to answer their questions • The value of time of end users and the reduction of time your reports can provide • 1 report reduces 15 minutes of work for 20 end users each week = savings of 5 hrs/wk or 260 hrs/yr • The higher up the end user is in the organization normally equates for the need for faster insights Tip: Reach the “AHA” moment when people realize current reports might not be the best TEST YOUR VIZ
- 16. Non-analytical users want to use Tableau to understand their data Areas of interest • Self-service reporting • Real-time reports • Remove dependency on developers • Centralized reporting portals • Large amounts of data • Variety of data sources • Compatibility with AWS / cloud products • Development speed / rapid prototypes • Intuitive features for users • Automation capability • Interactive reports / data discovery MY EXPERIENCE Hurdles • Legacy products and legacy reports • Cultural change for better data visualization practices • Cost • Large scale data management • Security • Trust in the data and the new product
- 17. EC2 (recommend minimum r3.2xlarge, <25 users) Tableau Server CPU or user licensing structure S3 (EBS for performance file storage) File storage and expanding EC2 storage RDS General database requirements (Amazon Aurora for increased performance) Redshift Large amounts of data and high-end database performance Data Pipeline Scheduled automated ETL tasks CloudWatch, Loading Balancing, Lambda, and SNS Additional functionality TABLEAU AWS architecture
- 18. Successful Implementation Benefits • Reduced server administration • Automated backups • Scalable architecture • High availability across multiple regions • Automated alerts • Scheduled data import & export processes • Ability to handle large amounts of data (‘big data solution’) • Triggerable processes based on custom criteria • Downgrade or upgrade with only a few clicks Having a strong data backend allows Tableau server to focus on rendering visualizations THE PAYOFF
- 19. Create a positive environment for data visualization growth • Be a resource for internal tableau support • Host open office hours and training sessions • Encourage training and additional educational opportunities Support growth in • Data modeling & structure • SQL • Data visualization best practices • Graphical design • Data analytics • Journalism Tip: Spend time each week and visit a few websites & blogs BUILD A CULTURE
- 20. Running Tableau Server on Amazon AWS http://kb.tableau.com/articles/knowledgebase/running-tableau-server-on-amazon-aws Distributed Tableau Server Environments http://onlinehelp.tableau.com/current/server/en-us/distrib.htm Tableau Server on AWS (AWS whitepaper) https://d0.awsstatic.com/whitepapers/tableau-server-on-aws.pdf Tableau Server System Requirements http://www.tableau.com/products/techspecs#server Tableau & Redshift Portal http://www.tableau.com/stories/topic/amazon-redshift-and-aws Tableau Enterprise Deployments http://www.tableau.com/drive AWS offers free-tier usage for some products! https://aws.amazon.com/redshift/ AWS & TABLEAU RESOURCES
- 21. Modern Approach Enterprise Analytics http://www.tableau.com/community/events/modern-approach-enterprise-analytics Tableau Public Authors, Gallery, and Viz of the Day https://public.tableau.com/s/gallery Tableau Help Resources (Quick Start, Videos, and Forums) http://www.tableau.com/learn http://www.tableau.com/support/manuals/quickstart Tableau Forums & User Groups https://community.tableau.com/community/forums https://community.tableau.com/community/groups ADDITIONAL RESOURCES
- 22. ThankS!