tableau drive -专家速成及扩展计划

DRIVE-Tableau专家速成及扩展计划GoalAsuccessfulenterpriserolloutMaximizingROIofTableauRecipeforTableauAdoptionWhatcanCHAMPIONdo?WhatcanTABLEAUdo?Whohasdonethissuccessfully?Let’scheck-DoyouhaveaTableauChampionyet?“Thewaytogetstartedistoquittalkingandbegindoing”-

WaltDisneyDoyouhaveaTableauchampionyet?Questionstoask:Haveyouproducedreportsforoneormorebusinessunitthatarewidelyconsideredcompellinganduseful?Isthereasensethattheworkyouhavedoneisaddingvalueandcanbereplicated?HaveyouidentifiedinitialDriveteamsintheorganization?Isthereasharedsenseofexcitementaboutvisualanalysis?Arerumorsspreadingabouttheamazingworkyourteamisdoing?

建议开始时间主题目标时长目标用户负责人专家培养期:

(第一天-第四十五天)立刻开始Tableau自我学习观看完相关学习资料：包括视频，白皮书自主安排账号持有者Tableau核心用户前两周内Tableau现场基础功能课程掌握最基本功能，能创建第一个仪表盘2小时现场账号持有者，其它感兴趣用户Tableau核心用户第二周，第四周，第六周TableauDoctorSession1.解决实际遇到的技术问题2.了解一期报告制作进度，给予反馈1小时Tableau实际使用者Tableau原厂/合作伙伴推广期:（第四十五天-第九十天）第四周之后（每月一次）Tableau主题分享会主题式内容介绍或案例分享1小时Tableau实际使用者Tableau原厂/合作伙伴需要最少5个人参加第七周以后Tableau午餐学习会新部门关注主题的现场介绍1小时-2小时其它可能会需要用到Tableau自助分析工具的部门Tableau核心用户需要10个人参加第七周以后Tableau大型介绍会更深度Tableau产品介绍，上手体验半天不同部门对Tableau感兴趣的新用户Tableau原厂/合作伙伴SuggestedroadmapWhatcanCHAMPIONdo?“Thepriceofdoingthesameoldthingisfarhigherthanthepriceofchange”-

BillClinton

建议开始时间主题目标时长目标用户负责人专家培养期:

(第一天-第四十五天)立刻开始Tableau自我学习观看完相关学习资料：包括视频，白皮书自主安排账号持有者Tableau核心用户前两周内Tableau现场基础功能课程掌握最基本功能，能创建第一个仪表盘2小时现场账号持有者，其它感兴趣用户Tableau核心用户第二周，第四周，第六周TableauDoctorSession1.解决实际遇到的技术问题2.了解一期报告制作进度，给予反馈1小时Tableau实际使用者Tableau原厂/合作伙伴推广期:（第四十五天-第九十天）第四周之后（每月一次）Tableau主题分享会主题式内容介绍或案例分享1小时Tableau实际使用者Tableau原厂/合作伙伴需要最少5个人参加第七周以后Tableau午餐学习会新部门关注主题的现场介绍1小时-2小时其它可能会需要用到Tableau自助分析工具的部门Tableau核心用户需要10个人参加第七周以后Tableau大型介绍会更深度Tableau产品介绍，上手体验半天不同部门对Tableau感兴趣的新用户Tableau原厂/合作伙伴SuggestedroadmapWhatcanCHAMPIONdo?PlantTableauinmultipledepartmentsacrosstheorganizationthroughinternalknowledgesharingandtrainingTableau培训计划书-LeTVPublicizing–J&JbrochureChampion’snewletter–AustraliaPostTableau’sresources

TableauVizChallenge–Covidien,StandardCharteredBank,Accenture,DeloitteAustraliaCreateaplatformwithinacompanyforTableauevangeliststoshare&discovernewtricksCenterofexcellence-FacebookWhatcanTABLEAUdo?“Toimproveistochange;tobeperfectistochangeoften”–WinstonChurchillWhatcanTABLEAUdo?TableauLunchablesTableauDaySampleagendasTableauDoctorQuestionsfromTableauusersareconsolidatedandaddressedregularlyWhohasdonethissuccessfully?LeTVCovidienStandardCharteredBankAccentureDeloitteAustraliaTableauResources

Backto“WhatcanCHAMPIONdo”slideTableauResourcesSimple,easy,visualquick-startguidesOver70On-demandvideotutorialsOver1,500pagesofproductmanualdocumentationonlineHundredsofstep-by-stepknowledgebasearticlesDozensofproduct&industrywhitepapersWeb&downloadindustryanddepartmentexamplesCreativeexamplesacrossthewebonTableauPublicVisualizationssharedfromTableau’scommunityleadersTableauusercommunitygroupmeetingsaroundtheworld

Backto“WhatcanCHAMPIONdo”slideTableauLunchables

Backto“WhatcanCHAMPIONdo”slideTableauLunchablesThegoalsoftheTableauLunchablesaretoIncreasethespeedofadoptioninaneworexistinguserbase.ExpandTableaubeyondtheexistinguserbase.

Backto“WhatcanCHAMPIONdo”slideTableauLunchablesTimeline-Example

Backto“WhatcanCHAMPIONdo”slideTableauLunchables–TableofContent(17topics)1.IntroductiontoTableau1.1ConnectingtoData

1.2.BuildBasicVisualizations

1.3.CreatingaDashboard

1.4.PublishingtoServer

1.5.Sharing

2.HowtoExcelwithTableau2.1.ADifferentWayofThinking2.2.DataStructure2.3.Formatting2.4.Calculating2.5.Visualizing

3.IntroductiontoCalculations3.1.NumberCalcuations

3.2.StringCalculations

3.3.DateCalculations

3.4.LogicalCalculations

3.5.QuickTableCalculations

4.IntroductiontoMapping4.1.BasicMapping

4.2.DualAxisMaps

4.3.WMSServers

4.4.AlternativeMaps

4.5.Non-MapPresentation

5.DataBlending&Joining5.1.Whatarejoinsandblends?

5.2.WhyJoin

5.3.WhyBlend

5.4.PrimaryDataSources/SecondaryDataSources

5.5.BestPractices

6.TheScienceofVisualAnalysis6.1.WhyVisualize?

6.2.HumanPerceptionandCognition

6.3.UseofColor,Form/Shape,Position&Size

6.4.OrientationandFlow

6.5.The5SecondTest

7.DashboardDataManagement7.1.FilterApplication

7.2.UseasFilter

7.3.Actions

7.4.ActionOptions

7.5.FloatingObjects

8.AdvancedVisualizationTypes8.1.WaterfallCharts8.2.ParetoCharts8.3.MotionCharts8.4.SparkLines8.5.BumpCharts

9.IntroductiontoFilteringData9.1.TheFilterFlow9.2.MethodsofFilters9.3.Filteringwithingaresultset9.4.Filteringoutsidearesultset9.5.Bestpractices

10.IntroductiontoTableCalculations10.1.QueryLifecycle10.2.DatasetRowOperations10.3.DatasetAggregateOperations10.4.DatasetAddressing&Partitioning

11.CommonDashboardMistakes11.1.Fragmentation11.2.InadequateContext11.3.ExcessiveDetail11.4.InappropriateDisplayChoices11.5.MisuseofColor

12.Statistics12.1.Correlation,Trends&Confidence12.2.Regression12.3.ResidualAnalysis12.4.Z-Test12.5.Benford'sRule

13.LevelofDetailExpressions13.1.UseCases13.2.Fixed13.3.Include13.4.Exclude13.5.ComplexLODExpressions

14.Development&DeploymentCycle14.1.TraditionalModel14.2.ProjectManagementModel14.3.Permission14.4.ContentPromotion14.5.MultipleEnvironments

15.JavaScriptAPI15.1.EmbeddedDashboards15.2.EmbeddedWorksheets15.3.PassingFilters15.4.PassingParameters15.5.Navigation

16.RIntegration16.1.DesktopandServerSetup16.2.StandardRFunctions16.3.AdvancedRFunctions

17.VisualizeThis​17.1JourneryintoaNumber17.2HowmanywayscanweviewSales?17.3Whatarethenextquestions?

Backto“WhatcanCHAMPIONdo”slideInternalTrainingUseCase:Tableau培训计划书

Backto“WhatcanCHAMPIONdo”slide目的1）交流一些成功的案例，启迪用户做出更好的可视化视图2）集团定期汇总问题，tableau方面给予一定的技术支持3）更大程度上的满足乐视用户的日常自助分析工作，环节分析人员花费大量时间精力做数据分析模板以及展示。

Backto“WhatcanCHAMPIONdo”slide培训计划日常培训：不定期做tableau的基础培训，主要以发起人的需求制定个性化培训。最低培训要求：10人/培训一次技术交流指导：每一个月或者45天做一次大型的交流互动。由tableau技术团队分享成功且适合互联网的有效tableau案例。主要从数据可视化，以及数据量级方便考虑。（具体每次的内容可以提前共同）。培训前期可能根据集团内部的人员热情和人员数量交流频繁，但是后续稳定后不会出现过于频繁的交流活动。

Backto“WhatcanCHAMPIONdo”slide培训反馈：公司内部：每次对于推广过的人员进行邮件以及论坛交流。对于tableau的使用效果以及问题进行收录。以便于知道集团内部对于数据平台的自助使用情况以及tableau与平台配合的效果进行评估和改进。Tableau方：定期会汇总推广的效果反馈以及反馈中出现对tableau提出的挑战问题（主要会出现数据仓库与tableau对于数据处理问题），以便进一步的双方沟通加深对tableau的深度使用。

Backto“WhatcanCHAMPIONdo”slide目前培训计划的需求：.Tableau的试用期对于内部集团过短（14天），还未体验出效果就结束了。希望可以提供更长的试用期.目前tableau连接是与mysql连接，有些量级大的数据存在于hive。但是对于大数据的承载能力不好。需要来分享的工作人员知晓。

Backto“WhatcanCHAMPIONdo”slide大数据人员内部安排：培训人员：仓库维护人员：应用层工程师：自助平台负责人：

Backto“WhatcanCHAMPIONdo”slideTableauUserCommunityNewsletter

Backto“WhatcanCHAMPIONdo”slideTableauUserCommunityNewsletterAustraliaPost

Backto“WhatcanCHAMPIONdo”slideTableauUserCommunityNewsletterSummarizing1.WhathashappenedSessionhighlights,additionalinformationandkeylearningfromthoseactivitiesforthosewhodidn’tgetachancetoattend2.What’shappeningnext-Remindersonnextsession

Backto“WhatcanCHAMPIONdo”slideTableauCentreofExcellence

Backto“WhatcanCHAMPIONdo”slideTableauCentreofExcellenceFacebookusestheirownplatform–FacebookgrouppagesastheirTableauCentreofExcellence

Backto“WhatcanCHAMPIONdo”slideTableauVisualizationContest

Backto“WhatcanCHAMPIONdo”slideVisualizationContestGoalTodriveTableauadoptionTodevelopusers’datastorytellingskillsDatasetsareprovidedbeforehandbyTableauorTableau’schampionFewweekstobuildtheirvisualizationsTopentrieschosenbypanelorexpertsPrizesforwinners/abilitytoshowcasetoExecutives

Backto“WhatcanCHAMPIONdo”slideAccenturePhilippinesDeloitteAustralia

Backto“WhatcanCHAMPIONdo”slideTableauDaySampleAgendas

Backto“WhatcanCHAMPIONdo”slideTableauDaySampleAgendasExample#1

12:00p.m.-12:15p.m.–e&Introductions

12:15p.m.-12:45p.m.–IntroductiontoTableau

12:45p.m.-1:15p.m.–What'sNewinTableauv9

1:15p.m.-1:45p.m.-InternalUseCase

1:45p.m.-2:30p.m.–Intermediate/AdvancedFeaturesandDiscussions

2:30p.m.-4:00p.m.–IndividualQ&A

Example#2

8:00a.m.-8:15a.m.-EventKick-Offande

8:15a.m.-9:45a.m.–TableauVisualAnalyticsBestPracticesandTableauDemo

9:45a.m.-10:00a.m.-Q&A

10:00a.m.–10:15a.m.–Break

10:15a.m.-11:30a.m.-[Account]ShowandTell

11:30a.m.-12:00p.m.-Q&A/MeettheTableauTeam

Example#3

9:00a.m.-

10:00a.m.TableauOverview,tips&tricks

10:00a.m.-10:45a.m.CustomerDemonstrations–Showcasinginternalvizzes

10:45a.m.-11:00a.m.

Break

11:00a.m.-12:00p.m.

DeepdiveintospecificTableautopic(i.e.LODcalcs,SFDCintegration,etc.

12:00p.m.

–1:00p.m.

LunchorSnacksandQ&A-NeedVizhelporhavequestions?Bringyourdata!

Example#4

9:30a.m.-10:30a.m.-eandIntroductiontoTableau

10:30a.m.-10:45a.m.–Break

10:45a.m.-