Tableau Software - Business Analytics and Data Visualization
Deploying Self-Service at Scale - InterWorks...Deploying Self-Service at Scale AGILE ANALYTICS WITH...
Transcript of Deploying Self-Service at Scale - InterWorks...Deploying Self-Service at Scale AGILE ANALYTICS WITH...
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Deploying Self-Service at ScaleAGILE ANALYTICS WITH TABLEAU 10
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James [email protected]
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Tableau & Visual Analytics
Technology Foundation Accessible, Uptime, SLA, Fast T
ech
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log
yV
isio
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Data Architecture & ManagementGoverned, Scalable, Accurate, Lineage
Advanced AnalyticsInsight, Speed of Business, Feedback Loop
Training & Enablement
Organizational Strategy
Ready
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What We’ll Do Today
1. Define Self Service
2. Identify Key Roles
3. Define Self Service Architecture
4. Automated Deployment for Tableau
5. Next Steps & Homework
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We Need Self Service Analytics
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We Need Self Service Analytics
Demand is Outpacing Capacity
Business Needs Evolve Quickly
Existing Tools are Barrier to Entry
Distributed Ownership, Decreased Cost
Increased Leverage for Developers
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What isn’t Self Service
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What Self Service is.
Easy, common, timely access to high quality data
Broad Access to easy-to-use analytical tools
Fast-to-Deploy content creation
Support for Just-in-Time analytics
Governed environment & agile process
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Key Roles
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Key Roles
IT & Data Developers
Power Users & Data Scientists
Business Analysts
Pure Consumers
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Key Roles - IT & Data Developers
Deep understanding of data, modeling, ETL
Brick & mortar coding
Owns technical systems
Leverage high repeatability, long-term outlook
Governance & stability
Enables other roles
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Key Roles - Power Users
Combine Data and Business Logic skills
Ad hoc requests and light coding possible (WDC)
POC / Pilot development duration
Identify & ingest novel data streams
Enrich core data through agile toolsets
Promote success to core
Data scientists emerge with strong core
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Key Roles - Business Analysts
Little coding or strong technology skills
Strong business logic & process
KPI & transactionally driven
Needs high quality core data
Proximately drive and inform decision making
Desktop / Web Editing strengths / Sandbox
SAP->BO->Excel->Visual Basic->Tableau
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Key Roles – Pure Consumers
Drive business logic & process
Generate Just-in-Time and ad-hoc need
Scenario planning & “what-if” interaction
Tool agnostic, highly integrated
Reduced noise, enhanced usability
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Key Roles - Community & Enablement
Foster internal user group
Deploy enduring resources
Cultural adaptation
Training & Enablement
Agile Data Prep
Tableau Analysis
Design & Visual Best Practices
U/X & Visual Design
Change & Project Management
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Tableau Self-Service Architecture
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Salesforce
Scheduling
Database
Expense
Dataset
Transactional
Database
REPO
RTIN
G D
ATABASE
(Am
azon R
edShif
t)
TABLEAU
SERVER
SAN
DBO
X
TABLEAU
DATA S
ERVER
TABLEAU
SERVER
PRO
DU
CTIO
N
Analytics
Ad Hoc
Data
Defining Architecture - Complete
CO
NSU
MERS
AD
APTIV
E W
EB P
ORTAL
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Performance
Loans
Database
Usage
Dataset
Transactional
Database
REPO
RTIN
G D
ATABASE
(Am
azon R
edShif
t)
TABLEAU
DATA S
ERVER
User Directory
Ad Hoc
Data
Defining Architecture – Right Now
CO
NSU
MERS
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5 Keys to Successful Tableau Self-Service
Sandbox(es)
Templates & Starters
Usage & Adoption Trackers
Audit & Production Certification
Unified Consumption Layer
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# 1 – The Sandbox
Everyone can publish
Anyone can consume
Consumption direct from Tableau Server
Leverage core production data
Free to add data / Schedule extracts
Concept / POC / Pilot level work
Caveat Emptor
Regular governance and recycling process
Regular escalation process
Departmental by design
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# 2 – The Template
Make it Easy
Standardize Visual Styles
Fonts, Images, Icons
Branding, Logos
Chart types
Standardize Metadata Management
Dashboard layout and design Templates
KPI / Term definition standards
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# 3 – Usage & Adoption
Universal access
Leverage usage patterns to improve U/X
Recycle to optimize resources
Understand user behavior and built to match
Unearth surprises & champions
Prioritize data processes by usage patterns
Monitor load times and session experiences
Productionalize key changes
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# 4 – Production Certification
Trust & reliability
Curated datasources & reports
Emphasize quality & speed
Restricted publishing rights
Unrestricted access rights
Targets business users and consumers
Leverage web editor & parameters
Constantly iterate ingestion from Sandbox
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# 5 – Unified Consumption Layer
Cross-platform integration
Multi-modal access – mobile/tablet/projector
Easy to use & access
Maximize GUI through REST/JS APIs
Single Sign-On
Targeted content
Integrate into business/operational use
Streamline user experience
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Homework
Start Today
Build impossible projects ‘Wish List’
Identify Champions
Build your Sandbox
Move from Concept to POC to Pilot
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Q & A
James Wright
Download this presentation at: https://www.interworks.com/roadshow
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References and Further Readings
Tableau Your Data! - Dan Murray http://tableauyourdata.com/
Agile Data Warehouse – Lawrence Corr https://www.interworks.com/resources/events/08/03/2016/agile-data-warehouse-design-masterclass-
lawrence-corr-seattle
InterWorks Data Blog
https://www.interworks.com/blog/data
Power Tools for Tableau
http://powertoolsfortableau.com/
Self-Service BI – Claudia Imhoff and Colin White
How to Architect the Modern BI Platform – Joao Tapadinhas
From Shadow IT to Citizen Data Scientist – Rita Sallam