Tableau Customer Advocacy Summit March 2016

Thursday March 3rd, 2016
TableauWest Coast
CustomerAdvocacy Summit
Keynote Presentation
Scale OutTableau for Enterprise Self-Service

Annual Revenue Global Employees Patent Assets

Enterprise
Server Ready:
IT server
licenses, Infra,
architecture,…
2 Tableau Server Clusters
30 sites
320 Desktop users
4,500 users on Tableau Server
70,000+ views rendered per month
Jan 2015
Feb 2016

5
Time
MaturityLevel&Users
2014 2015
Operating
Model
Content
Certification
Data
Governance
Performance
Management
Publishing
Community
Governed
Self-Service
2013
to departments
2016

6
Enterprise Application Data
Tier 1 Enterprise
Data
Warehouse
(Oracle)(SFDC, Oracle, SAP, etc)
Department or Functional
Data Tier 2
Data
Warehouse
Customer Auto Call Home
Data
Dashboards
Mobile
Apps
eMail
Burst
Self-Service Analytics Platform

7
ü  Enterprise
security
ü  Scalability
ü  Advanced
metadata layer
ü  multi-user
develop ü  Quick & rapid
reporting
ü  Easy to use
ü  Great
visualization
ü  Easy data
blending
ü  IT-Driven
ü  Standard Reporting
ü  Answer Known Questions
ü  Enterprise Data
Top Down Governed
ü  BU-Driven
ü  Speed & Agility
ü  Answer new Questions
ü  Any Data
Bottom Up Governed

IT
Server
Data
Service
Technical
Consulting
Auditing &
compliance Governance
Support
Learning
Business
Sites
Department
Data
Release
Tableau
Workbooks
8

9
Tableau Desktop User Community
Tableau Operating Council
X-functional group of Tableau experts, stakeholders, to identify, define and drive tactical
process, best practices towards protecting the value of the shared Enterprise Tableau
Server asset
Sales Product Finance IT MarketingMFG Service
Governing
Body
Content
Certification
Data
GovernancePerformance
Publishing
Community
Questions:
1.  Who makes the rules for Enterprise Self-Service Platform?
2.  Who enforces the rules?

10
Governing
Body
Content
Certification
Data
Publishing
Community

11
ü  Complete Self-Service
ü  7x24, no blackout
Tableau Publishing : Trust and Decentralized
Tableau
Test
Tableau
Production
Check
Point
Site admin owns
but IT may take
control if rules not
followed
Question: How much IT should be involved for publishing or release?
Governing
Body
Content
Certification
Data
Publishing
Community
Principles:
1.  Test first
2.  Performance rule of thumb 5-10-20
seconds

12
Objectives:
1.  How to protect the value of shared Tableau self-service environment?
2.  How to prevent one badly-designed query from bringing all servers to
their knees?
Site ClosureMonitoring & AlertingServer Policy
•  Site size < 5G
•  Workbooks size < 500M
•  Extracts timeout < 2
hours
•  …..
• Daily yellow alerts 10-20
seconds render time
• Daily red alerts >20
seconds render time
Governing
Body
Content
Certification
Data
Governance
Performance
Publishing
Community
• Public performance
metrics
3 Week Red Warning

13
Auditing
Connections
Data
Masking
“Must have” for
Self-Service BI
Enterprise Data Management
ü  Consistent data access
from Tableau, OBIEE and
transaction systems
ü  No connection to Tier 1
DW, ERP, SFDC, etc
ü  Masked sensitive HR &
Fed data in Tier 2
Objective:
1.  How to ensure Tableau self-service compliance with existing data
governance process, polices and controls?
2.  How to avoid multiple versions of KPIs?
Governing
Body
Content
Certification
Data
Governance
Performance
Publishing
Community

14
Objective: How to provide trustworthy contents to end consumers?
Governing
Body
Content
Certification
Data
Publishing
Community
Data &
Questions
Catalog
Searching
Business is empowered
for self-service
IT maintains data
governance scope
Track

Identify

Certify

Use
Certified
Versions
Discovery
&
Analysis
Share &
Refine

15
Governing
Body
Content
Certification
Data
Publishing
Community
Governed
Self-Service
•  Engagement process
•  Desktop licensing model
•  Server access policy
•  Reporting permission
•  Release process
•  Vendor management
•  Best practices
•  Data Extracts
•  Performance alerts
•  Perf check & monitoring
•  Customer data protection
•  Data privacy
•  Data access consistence
•  Data level security
•  Data sources
•  Community & Collaboration
•  Tableau User Group
•  Training
•  Best practice & Tips
•  Roles & responsibilities
•  Rules and policies
•  Auditing
•  Protecting the value of the shared asset
•  Content Gov cycle
•  Report catalog
•  Report category
•  Data certification
•  Report certification

16
Business
Review
Conversion
to Tableau
•  Retired many
shadow IT
systems
•  Lower data
management
risk
•  Visibility on new
data sources
•  Lean IT
•  SFDC users get
enriched
Tableau views/
data
seamlessly
•  Tableau users
& permissions
created
automatically
per SFDC
•  Tableau
servers in DMZ
allowing
partner access
•  Role level
security per
partner
•  Hidden URL to
avoid user
guessing other
views
•  Reduced
monthly
planning
cycle from 8
to 2 days
•  Fully
automated,
data-driven
presentations
via Tableau
SFDC
Integration
External
Partner
Access
Big Wins
for IT &
Data Gov.
Success

17
Governing
Body
Content
Certification
Data
Publishing
Community
1.  Tableau enterprise council with
business & IT
2.  Trust & empower business teams
3.  Make BU site admins accountable
4.  Must have data governance
Governed
Self-Service

Mark Wu
•  Email: markwu2000@gmail.com
•  Blogs: http://enterprisetableau.com/blogs/
•  Presentations: http://enterprisetableau.com/presentations/
•  LinkedIn Silicon Valley Tableau Group https://www.linkedin.com/groups/7018539
•  Tableau User Group : http://community.tableau.com/groups/san-jose-enterprise-analytics
•  Tableau Server Admin Group:
https://community.tableau.com/community/forums/server-administration

Tableau Customer Advocacy Summit March 2016

Empfohlen

Empfohlen

Weitere ähnliche Inhalte

Was ist angesagt?

Was ist angesagt? (20)

Ähnlich wie Tableau Customer Advocacy Summit March 2016

Ähnlich wie Tableau Customer Advocacy Summit March 2016 (20)

Tableau Customer Advocacy Summit March 2016