2009 Tableau Customer Conference Launch your career into over-drive! Dana Zuber Wells Fargo Wealth Management Group July 2009

2 2 DRAFT So, how am I going to spend the next hour? This session is for YOU if you are… —A manager who recognizes the value of Tableau but have not yet realized its full potential within your team —A novice Tableau user looking for ideas and inspiration —A analyst who would like to make more of an impact on your organization Today’s agenda: —A year in the life of a Tableau junkie —From cubicle monkey to analytics guru in three easy steps: 1. Using Tableau to group problem solve 2. Make your analysis sing with Tableau data visuals 3. Using Tableau dashboards to get your analysis off PowerPoint and into action —A couple other words of wisdom —Set your career into over-drive today (wrap up and questions) Should I stay at this session or go to that other one I circled?

3 3 DRAFT A year in the life of a “Tableau Junkie” meme 2008 conferenc e user group 20+ user community my fabulous team! other teams on my floor internal partners developmen t team demo s Wachovi a “road show” requests multiple field presentation s executive strategy meeting business line presentations various presentations internal network external network event How I have shamelessly grown my network with the help of Tableau cocktail party circuit

4 4 DRAFT When 1+1 = 3 The problem with “business as usual”: —Two heads are (usually) better than one —Interactive, collaborative and informal analysis v. static, one-sided and formal presentation —Work efficiency and quality What you will need: —A team of 2-5 problem-solvers —An overhead projector (and popcorn) for in-person meetings or desktop software for remote meetings Tips for success: —Understand your scope and goal (what specific questions are you trying to answer?) —In preparation, QA your data and do a preliminary analysis (~5 solid worksheets of pre-work) —Host a meeting using Tableau as your dynamic analysis tool (v. PowerPoint as your static presentation medium) —Create an agenda and stick to it! How to use Tableau to encourage group think OR… Instead of having another static and boring PowerPoint meeting, try a dynamic and interactive meeting with Tableau instead

5 5 DRAFT A picture is worth a thousand words How to make your analysis sing with Tableau Using dots to compare Source: The Economist, Nov

6 6 DRAFT A picture is worth a thousand words How to make your analysis sing with Tableau Using table calculations to expose the hidden A B C B C A Source: The Economist, Apr

7 7 DRAFT A picture is worth a thousand words How to make your analysis sing with Tableau “Q-tips”Fun with bubbles Expense Revenue

8 8 DRAFT Ready… set… GO! Using Tableau dashboards to get your analysis off PowerPoint and into ACTION Option 1

9 9 DRAFT Ready… set… GO! Using Tableau dashboards to get your analysis off PowerPoint and into ACTION Option 2

10 DRAFT The last word… A couple other words of wisdom Beware the learning curve (it’s short but steep) A tale of two analysts: there are two types who will resist Tableau Go on… step outside your comfort zone Go for small wins every day Be a grass-roots Tableau advocate Think of establishing a data viz community

11 DRAFT Summary and questions Leverage Tableau to build your network… seriously Try using Tableau to group problem solve Stretch your limits with Tableau’s graphics —Be on the look-out for inspiration —Build a “data viz” community —Never say never Step out of your comfort zone and start using interactive dashboards to get off PowerPoint and into ACTION Set your career into over-drive today (or next week when you get back to work)