What I didn't know I needed to know

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Lucinda Underwood
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2 Welcome to TC18!

3 # T C 1 8 What I didn't know I needed to know David Clark Sith Lord Nationwide Insurance Infrastructure Engineering Yi Cheng Sith Lady Nationwide Insurance Infrastructure Engineering

4 Agenda Who We Are How A Dashboard Is Made Story Time Session Recap

6 How a Dashboard is Made

7 Commonly Used Workflows Waterfall Request / Analysis Agile Planning / Analysis Design Development Maintenance / Operationalization Design Testing Maintenance / Operationalization Testing Development

8 Let the Story Begin

9 Once Upon A Time

10 Request Came In From An Executive

11 How is profit?

12 How is profit? 3 Points of View

13 Now 3 Ideas Multiply No Bad Ideas

14 Telephone Games MEOW! No profit? MAULLAR! MIAOU! Louisiana sales? 喵 Me, Me, Me!

15 How to make it right? Adopt Lean Methodology Go directly to the source Voice of the Customer 5 Why s Gemba Walks Issue How can we increase profit How is profit? Why? We need to make more money Why? Cause we do Why? So that I can get a bigger bonus Why? Because if I do I can get a red Ferrari Why? I ve always wanted one

16 Why is #getting requirements IMPORTANT?

17 Information is a source of learning. But unless it is organized, processed, and available to the right people in a format for decision making, it is a burden, not a benefit. William Pollard

18 Now the Design Begins

19 First and foremost #GetDATA! We cheated Discover Uncover Communicate Understand Retrieve Transform Interpret Operationalized

20 Let s try one more time Pie Charts First Pick a Chart Bar Chart Profit by Region

21 Which Charts to Use Tree Map, Map, Bubbles

22 Which Charts to Use Use of Colors Choose it wisely

23 Which Charts to Use Line Graph

24 Which Charts to Use Scatter Plot

25 Which Charts to Use Box & Whiskers Gantt Chart

26 Then Draft Your Dashboard Whole page of filters? Should have instead

27 Excel, Data Extracts, and You Excel to Tableau to Excel extract to Tableau? Excel to Data Extract (on Server) to multiple workbooks

28 Move on to Hard Core Develop

29 Let s Go Technical - Beginner Drag Files Directly into Tableau as Data Source Format Copy & Paste

30 Let s Go Technical - Intermediate Hard Coding & Nested Calculations As little as possible; Not easily repeatable Do you hate who comes after you? Calculation Tuning Case vs If Case If Looks for matching patterns Returns a true or false Not a lot of processing needed Mathematical function Returns a number Needs to process through a determine the results numerically

31 Let s Go Technical - Advanced Short on Dashboard Real Estate? Use Actions to Show/Hide Sheets

32 Let s Go Technical - Jedi Random Table Calculations - When no data, assign a random generated number to create visuals

33 Jedi Code Storage - appendix When null or no value artificially create the missing data for mockups Once data gets filled in, automatically update with real information to replace the randomness Random_Seed: ((PREVIOUS_VALUE(MIN(327680)) * ) % (2^24)) RandomNumber_Start: INT([Random_Seed] / (2^24) * 180) + 1 RandomNumber_Duration: INT(IF ISNULL(MAX([Delivery Date])) THEN INT([Random_Seed2] / (2^24) * ) ELSE MAX([Delivery Date]-[Start Date]) END) What goes on the visual: Project Start Date: DATE(IFNULL(MAX ([Start Date]),TODAY()-[RandomNumber_Start])) Project End Date: DATE([Project Start Date]+[RandomNumber_Duration])

34 What Else in Testing

35 User Education - Why it s important Cause users aren t always able to think for themselves User education

36 Finally, Operationalize (Yay!!!)

37 Getting It Ready for Real Don ts Hard code information (Custom Shape counts too!) Overly complicated measures or metrics Bombard the user with information Do s R&R (Repeatable & Reproducible) KISS (Keep It Simple Stupid) Tricks Publish as live Refresh from server

38 Do You Think We Forget Site Admins Groups

39 Site Admin Tricks Stats See what is being used & what is not Be able to have actual usage data to determine what needs to be improved User experience at a glance

40 Site Admin Tricks Share a link or grant access Link is for a quick way to show users what is available Better for testing purposes All users tracked as GUEST when using the share link Granting access instead is a permanent solution to who gets to see what on the site Way to track exactly what someone is looking at Levels of permissions

41 Session Recap

42 Recap of the session What have we covered? Lesson learnt How to get requirements Design principles Best practice Tips and tricks Tableau features Simple to advanced calculations Dashboard interactions Site management Feel free to practice Contact for questions Wait! Did we miss something? The Dashboard!

43 Here Comes Our Final Dashboard (in 30 Min!)

44 Please complete the session survey from the Session Details screen in your TC18 app If you like our session 5 s, if not go away!!

45 #TC18 Thank you! David Clark Yi Cheng

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