2019 Tableau Symposium

Description: We are going to take a high-level overview of the new features that are most important to analysts, designers and authors using Tableau Desktop and Tableau Server

This session will provide an overview on the construction of a productivity dashboard for Pharmacy Management highlighting with some cool Tableau tips and tricks involving wildcard search in Tableau Prep, creation of a user generated line graphs with parameter functions, individual cell highlights within tables, calculated fields from parameter selections, and level of detail expressions.

Academic Advising is very critical for students success. Using Tableau we were able to build a tool for the advisors to track their case loads, strategic goals , students retention and success all in one place. The tool integrated data from multiple data sources like Banner, Surveys, home grown systems , excel sheets and predictive modeling data all in one user friendly Dashboard. This tool is just an example of how we can increase business intelligence and improve practices in our day to day work. 

Learn from two certified tableau users on how to get the most out of Tableau. While sharing the industries Best Practices, learn how to drive adoption and usability into your data visualizations.

Taking a deeper dive into the use of Set Actions, Parameter Actions and Show/Hide Dashboard Container. 

"This session will highlight several Tableau dashboards used by the Office of University Development to manage our business and track results. We will discuss our philosophy and share a few examples. 

The Annual Giving Counts Tool is essential for planning direct to constituent solicitation efforts. These projects are multi-channel (direct mail, email and phone) and require several months of planning and vendor coordination ahead of the send date. Prior to using this dashboard, project plans had to be developed based on estimates from previous projects leading to additional costs and reduced transparency with stakeholders. This tool allows for much more accurate piece count planning which saves time and money.

The Post-Campaign Report is the dashboard we currently use to track and communicate fundraising results to Development and UM leadership. This allows us to track fundraising results using multiple counting methodologies (cash and fundraising production) using a single tool. Information in the dashboard can be displayed at either the individual School/College level or University Wide allowing for greater use."

Walk through the development process for taking the Cancer Registry Teams data from multiple sources and turning it into actionable information available in one place. This helped the team meet several goals. 

An Outline of the Presentation is as follows:

1.) Basic team characteristics

2.) What they do and why it matters (Their work improves outcomes for cancer patients).

3.) The data

4.) Tableau demo – What we visualized and why

5.) Outcomes & the 2018 Challenges 

6.) Lessons Learned

7.) Future Plans

Today you'll hear about best practices for publishing to the tableau server. How to manage user security, how to avoid performance issues from complex workbooks and much more!

Refresh Tableau workbook/dashboard using APIs - Share the discussion and solution that led to the use of Tableau APIs from a scheduling tool in the ETL process to refresh the tableau workbook/dashboard automatically. Kranthi Bandaru

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Are you sure we'll have enough staff for the surgery? "How do you make sure you have enough staff available when in-housing the responsibilities for specific Surgical case support? You don't want too few but too many and you are wasting money. This dashboard helped inform decision makers on the right number of staff needed to in-house running surgical equipment. Dynamic percentiles allowed them to toggle through the 1, 2, 3 sigma variation in the concurrent cases running." Austin Chrzanowski

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Yes, you GANTT in Tableau! - Displaying project data in a GANTT format. Leticia Valdez

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Moving from Uninformed Debate to Data-Informed Decision Making- At the Ford School, data analytics are transforming the way that administrators use information to make data-informed decisions. Tableau has made it simple for administrators to ask sophisticated questions and get actionable answers. Recently, we used Tableau data analytics to provide context to a faculty discussion on course grades. Of particular concern, was how underrepresented minorities were performing in courses that are a part of our program. Based on a request from our Associate Dean, our BI Analyst used Tableau to quickly analyze data post-retreat and provide data-informed context to the discussion. The power of Tableau was highlighted by the ability to connect to the data warehouse via an Oracle connection, and quickly expand the analysis as necessary. Users were able to dynamically use dashboards to filter data and dive deeper into the analysis. The careful selection of charts highlighted critical trends in underrepresented minorities. Strategically, this analysis provided data-informed context to a discussion where information was not previously available. During our five-minute session, we would outline our strategic analysis and discuss its impact on curricular decision making at the Ford School. - Marcella Brighton, Chief Administrative Officer, Ford School of Public Policy and Heather Alemu, Business Intelligence Analyst, Ford School of Public Policy"

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Who Are You Really? A fun visual created using the 16 Personalities personality test. Updated whenever new individuals join the team. Tyler Hughes

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Projecting Surgical Supply Costs - Michigan Medicine has had the focus of reducing costs especially in the operating rooms. Efforts to standardize supplies used will help with those efforts but it was unclear whether progress was being made. Grabbing the attention of surgical leadership is critical in this dashboard while providing detailed inputs to the successes and areas of improvement. Austin Chrzanowski

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Bridging the Gap: Connecting the path between Data Warehouse and Analytics - Human Resources Information Services (HRIS) at the University of Michigan faced a challenge as it started adopting Tableau as its primary analytics platform over the last several years. What is an efficient and maintainable way to bring data into Tableau from the existing data warehouse, so the group could spend more time analyzing data and less time bringing data into Tableau? This presentation will focus on how HRIS went about tackling this challenge and explain the benefits/issues that were encountered along the way. Yurong Hu, Jennifer Watson

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This session focuses on multiple topics, outlined below, that build upon each other to create a view of Analytics not simply as a Tableau visualization, but with the goal of driving Processes and Decision-Making and creating Information Resources. The plan is not to give a straight (technical) lecture, but to tell a story using Tableau. The power of Tableau to utilize data from multiple sources and be a flexible and diverse Business Intelligence tool will be displayed. At the end of the presentation, I hope that you walk away with a sense of what Tableau is capable of doing for your team.

 

This session is open to anyone with interest in Business Intelligence, but the target audience is individuals who have worked with Data and Analytics tools such as, but not limited to, Tableau and Business Objects.

 

1) Users and Visualization creators love many of the features and capabilities of Tableau. A specific capability/tip will be discussed and demonstrated (Level of Detail, Parameters, Actions, etc.)

2) Multiple resources will be shared that support School-specific operations and display creative ways for incorporating Tableau into the processes of your unit. These resources incorporate HR, Payroll, Estimates, and Financial data.

3) Your community needs to access all of these information resources in a quick and efficient manner. An alternative approach to the Tableau Server interface is shared that allows them to go to one web-based location to consume your analytical content. This approach allows Tableau and non-Tableau resources to exist in one location.

Data visualizations provides refined answers very quickly to business leaders and decision makers. These visualizations often rely on data that are often not clean, with data fields "globbed" together or not terribly standardized. Learn the basics of using regular expressions in data wrangling both in Tableau to make for faster data cleanup and get you to that beautiful dashboard!

With more SaaS solutions rolling out across campus, a centralized data warehouse is a luxury of the past. it is becoming imperative that U-M has the ability to connect to multiple disparate data sources in real-time. Data Virtualization serves as a logical layer for users to centrally connect to one data source, while behind the scenes, data is being pulled from multiple databases, APIs, spreadsheets; anywhere you define.

Learn about the future of logical data warehousing and the advantages of data virtualization, including: centralized security and governance, an enterprise data catalog, reduction of shadow system and data redundancy, real time reporting across different systems, data consistency, data abstraction for migration and modernization and computation among multiple distrusting parties. Campus can now access and use data quickly without requiring technical details about the data, such as how it is formatted or where it is physically located.