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Deploying Self-Service at ScaleAGILE ANALYTICS WITH TABLEAU 10
James [email protected]
Tableau & Visual Analytics
Technology Foundation Accessible, Uptime, SLA, Fast T
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log
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Data Architecture & ManagementGoverned, Scalable, Accurate, Lineage
Advanced AnalyticsInsight, Speed of Business, Feedback Loop
Training & Enablement
Organizational Strategy
Ready
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
We Need Self Service Analytics
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
What isn’t Self Service
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
Key Roles
Key Roles
IT & Data Developers
Power Users & Data Scientists
Business Analysts
Pure Consumers
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
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
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
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
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
Tableau Self-Service Architecture
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
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
5 Keys to Successful Tableau Self-Service
Sandbox(es)
Templates & Starters
Usage & Adoption Trackers
Audit & Production Certification
Unified Consumption Layer
# 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
# 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
# 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
# 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
# 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
Homework
Start Today
Build impossible projects ‘Wish List’
Identify Champions
Build your Sandbox
Move from Concept to POC to Pilot
Q & A
James Wright
Download this presentation at: https://www.interworks.com/roadshow
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
