Meet Tableau 10: Overview of New Features

Overview of New Features
TABLEAU 10

• Introduction
• Senturus Overview
• Tableau 10 New Features Overview
• Additional Resources
• Q&A
Agenda
Copyright 2016 Senturus, Inc. All Rights Reserved.

Presenters
Michael Weinhauer
Practice Area Director /
Solutions Architect
Senturus, Inc.
Jim Frazier
VP of Client Solutions
Senturus, Inc.

Hundreds of Free Resources
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This slide deck is from the webinar: Meet Tableau 10.
To view the FREE video recording of the presentation,
download this deck, or read the Q & A go to:
http://www.senturus.com/resources/meet-tableau-10/
Hear the Recording

Business Analytics Consultants
WHO WE ARE

Bridging the Gap Between Data & Decision Making
DECISIONS
& ACTIONS
Business Needs
Analysis
Ready
Data
Analysis
Ready
Data

• Dashboards, Reporting &
Visualizations
• Data Preparation & Modern Data
Warehousing
• Self-Service Business Analytics
• Big Data & Advanced Analytics
• Planning & Forecasting Systems
• Software to Automate and Enable
our Clients in the Practice Areas
Above
Business Analytics Architects

OVERVIEW OF NEW FEATURES
THE FOLLOWING SLIDES HERE ARE TAKEN
FROM THE TABLEAU WORKBOOK USED IN
THE PRESENTATION

Beautiful by Design
• New look and feel
• Better formatting controls
• Tableau font

Themes
To choose a theme
• Select Format from the top toolbar
• Navigate to Workbook Theme
https://www.tableau.com/about/blog/2016/5/format-your-
workbook-just-few-clicks-tableau-10-54810
Sub-Cat egory
0K 20K 40K 60K 80K 100K 120K 140K 160K 180K 200K 220K 240K 260K 280K 300K 320K 340K
Furnit ure Bookcases
Chairs
Furnishings
Tables
Office
Supplies
Appliances
Art
Binders
Envelopes
Fast eners
Labels
Paper
St orage
Supplies
Technology Accessories
Copiers
Machines
Phones
-17,725 55,618
Profit

Answers Through Analytics
• Custom territories
• Data highlighter
• Cross data source filters
• Clustering

0K 2K 4K 6K 8K 10K 12K 14K 16K 18K 20K 22K
Sales
To enable Data Highlighter:
-Right click (or select the carrot) on any dimension in view
-Select " Show Highlighter"
7K
6K
5K
4K
3K
2K
1K
0K
-1K
-2K
-3K
-4K
-5K
-6K
-7K
8K
9K
Profit
Cat egory
Furnit ure
Office Supplies
Technology
Data Highlighter

Clustering
Clust ers
Clust er 1
Clust er 2
Not Clust ered
Map based on longitude (generated) and latitude (generated). Color shows
details about Clusters. Details are shown for country name.

2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016
Month of Date
https://www.tableau.com/about/blog/2016/5/requested-you-can-
filter-across-data-sources-tableau-10-54330
0.0
0.5
1.0
1.5
2.0
2.5
3.0
3.5
4.0
Avg.Price
TX Grades
All Grades All Formulat ions
All Grades Convent ional
All Grades Reformulat ed
Midgrade All Formulat ions
Midgrade Convent ional
Midgrade Reformulat ed
Premium All Formulat ions
Premium Convent ional
Premium Reformulat ed
Regular All Formulat ions
Regular Convent ional
Regular Reformulat ed

200
0
200
1
200
2
200
3
200
4
200
5
200
6
200
7
200
8
200
9
201
0
201
1
201
2
201
3
201
4
201
5
201
6
0.0
0.5
Avg.Price
Month of Date
The trend of average of Price for Date Month. Color shows details
about grade. The data is filtered on grades (1. TX Gas Prices Extract),
which keeps 12 of 12 members.
1.0
1.5
2.0
2.5
3.0
3.5
4.0
4.5
CA Grade

2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016
Month of Date
The trend of average of Price for Date Month. Color shows details
about grade. The data is filtered on grades (1. TX Gas Prices Extract),
which keeps 12 of 12 members.
0.0
0.5
1.0
1.5
2.0
2.5
3.0
3.5
4.0
4.5
Price
WA Grade

Cross Data Source Filters
2001 2003 2005 2007 2009
Month of Date
2011 2013 2015
0
Avg.Price
2001 2003 2005 2007 2009 2011 2013 2015
1
Grades
2
3
4
TX
Month of Date
WA
4
2
0
0
2
4
Avg.Price
CA
2003 2004 2005 2006 2007 2008 2009 2010
Month of Date
2011 2012 2013 2014 2015 2016
Price
Grades
All
All Grades All Formulat..
All Grades Conventional
All Grades Reformulat..
Midgrade All Formulati..
Midgrade Conventional
Midgrade Reformulated
Premium All Formulati..
Premium Conventional
Premium Reformulated
Regular All Formulatio..
Regular Conventional
Regular Reformulated

To view the FREE video recording of the presentation,
download this deck go to:
The Senturus comprehensive library of recorded webinars,
demos, white papers, presentations, and case studies is
available on our website:
http://www.senturus.com/resources/
Hear the Recording

Data Breakthroughs
• Data federation, cross database joins
• More connectors - Google Sheets, Marketo, Cisco
Composite Server, QuickBooks, MemSQL, Cognition,
HANA (Mac), Presto
• Maps - Mmore data, automatic language recognition
• Notify on extract failure
• Improved Tableau online sync
• Leverage Oracle stored procedures
• Oracle SSO via Kerberos to ADS

Delightfully Mobile
• Device specific dashboard layouts
• Tableau mobile for Android
• Mobile device deployment via VMWare AirWatch
and MobileIron

Cat egory Sub-Cat egory
Region
Cent ral East
0K 20K 40K 60K 80K 100K 0K
Sales
20K 40K 60K 80K 100K
Sales
Chairs
Furnishings
Tables
Office
Supplies
Appliances
Art
Binders
Envelopes
Fast eners
Labels
Paper
St orage
Supplies
Copiers
Machines
Phones
Bars
-11,025 19,327
Profit
Sum of sales for each sub-category broken down by region versus
category. Color shows sum of profit.

Region
Sout h West
0K 20K 40K 60K 80K 100K 0K
Sales
20K 40K 60K 80K 100K
Sales
Chairs
Furnishings
Tables
Office
Supplies
Appliances
Art
Binders
Envelopes
Fast eners
Labels
Paper
St orage
Supplies
Copiers
Machines
Phones
Bars
-11,025 19,327
Profit
Sum of sales for each sub-category broken down by region versus
category. Color shows sum of profit.

Map
-6,827 6,209
Sales
4
20,000
40,000
60,000
75,691
Profit
Map based on longitude (generated) and latitude (generated). Color
shows sum of profit. Size shows sum of sales. Details are shown for
state and city. The data is filtered by category, which keeps furniture.

Order Date
2012 2013 2014 2015
0K
Ja.. Fe.. M.. Ap..M.. Ju.. Ju.. Au..Se..Oc.. N.. De..Ja.. Fe.. M.. Ap..M.. Ju.. Ju.. Au..Se..Oc.. N.. De..Ja.. Fe.. M.. Ap..M.. Ju.. Ju.. Au..Se..Oc.. N.. De..Ja.. Fe.. M.. Ap..M.. Ju..
Ju.. Au..Se..Oc.. N.. De..
Sum of Sales for each Order Date Month broken down by Order Date Year.
10K
20K
30K
40K
50K
60K
70K
80K
90K
100K
110K
SalesTime

Map
2012 2013 2014 2015
Fe..
May
Au..
No..
Fe..
May
Au..
No..
Fe..
May
Au..
No..
Fe..
May
Au..
No..
100K
0K
Sales
0K 100K 0K 100K 0K 100K 0K 100K
Sales Sales Sales Sales
Time
Order Dat e
Region
Cent ral East Sout h West
Chairs
Furnishings
Tables
Appliances
Office
Supplies
Art
Binders
Envelopes
Fast eners
Labels
Paper
St orage
Supplies
Copiers
Machines
Phones
Bars
Profit
-7K 6,209

• Dashboard authoring
• Add published data sources
• Data source analytics
• Workbook and data source versioning, with caps
• Streamlined publishing flow
Do More on the Web

Self Service at Scale
• Desktop license management through views
• Subscribe others/manage subscriptions
• Developer enhancements – REST and JavaScript API
Improvements,
• Web Connector 2.0, Document API, ETL refresh
• Site SAML provider support – PingOne, okta,
PingFederate,
• One login
• Performance – on-demand connections, initial
workbook browser
• Caching

Answers to Questions Asked by Viewers
During the Webinar
QUESTIONS LOG

Q: Is in-memory the same as Qlik in Tableau 10?
A: Tableau has in-memory capabilities in the form of Tableau extracts,
which get loaded into memory and store data in a columnar fashion. It is
different than Qlik in that you are not required to load your data into
the Qlik server first. You can connect directly to your data sources.
Q: Can Tableau use a file SAS dataset directly?
A: Yes .sas files can be brought into Tableau directly.
Q: Can I use a .sas7bdat file type in Tableau 10?
A: It looks like this may be possible via ODBC, take a look at this
document for more guidance:
http://kb.tableau.com/articles/knowledgebase/tableau-and-sas-odbc
Q&A TABLEAU 10 WEBINAR

Q: Is the metadata reuse available in Tableau 10?
A: Tableau’s metadata still resides at the workbook/file level. You
cannot create or modify it anywhere else, so process and policy are
necessary to govern this area.
Q: Can I can create a presentation template in which I’m able to choose
my own colors?
A: You can assign color palettes to data items and those will get reused
in subsequent worksheets within a workbook. Custom color palettes can
be created and brought into Tableau as well.
Q: Does the cross data source filtering have to match on identical field
names or can this relationship be manually defined?
A: You can manually define this via the “Edit Relationships” dialog.

Q: Have you noticed any major bugs in Tableau Desktop or Server?
A: Nothing major as of yet!
Q: Can I connect directly to a database and create reports in the front
end?
A: Yes, you can connect to several types of databases and create
reports.
Q: When I publish a workbook to Tableau Server, do I still need to
manually add data sources to the server in Tableau 10?
A: Tableau would publish the data source to the server automatically
before upgrading to 10, unless it was an extract, in which case you will
be redirected to create the extract first. Tableau 10 has a streamlined
process, but so you don’t have to manually add it before upgrading to
10.

Q: Is there a Tableau 10 forum that I can join to learn more about it?
A: Yes, create a profile at public.tableau.com and you will gain access to
the community and all of its valuable assets.
Q: Does Cognos Analytics v11 have the same features as Tableau 10?
A: Not necessarily, both products have their strengths, so it depends
upon what your needs are within your organization. The nice thing is
that both Tableau and Cognos can coexist nicely. In order for them to
work together, Senturus has created a Connector to allows Tableau
direct access to data in IBM Cognos. To learn more about the Senturus BI
Enterprise Connector for Tableau, visit our website at:
http://www.senturus.com/enterprise-bi-connector-tableau/
Q: How do we connect to the Clarity database using Tableau 10?
A: If there aren’t direct connectors, usually you can find an ODBC
connector.

Q: What's the big difference between IBM Cognos Analytics and Tableau?
Can this replace IBM Cognos Analytics?
A: It depends on your organizational needs. To help determine that, you
might find our Enterprise BI Platforms vs Self-Service Analytics Tools
webinar helpful. You can view the recording at:
http://www.senturus.com/resources/enterprise-bi-platforms-vs-self-
service-analytics-tools/
Q: Will Senturus be at the Tableau Conference in Austin in November?
A: Yes, we’ll have a booth and we’re hosting a cocktail party. Join our
reception at Moonshine Patio Bar & Grill, across the street from the
convention center. Get more information and RSVP here:
http://www.senturus.com/events/senturus-tableau-16/

Q: Do I have to do modeling with the database before I can access it
from the front end?
A: Modeling is not required depending on the source. In many cases, you
will need to do data prep so that Tableau can consume the data in an
optimal way.
You might find a couple of our recent webinar recordings about data
prep useful.
• Fuel Analytics with Self-Service Hadoop Data Prep that explains how the
emergence of new self-service data prep solutions for Hadoop are benefiting
organizations: http://www.senturus.com/announcement/fuel-analytics-self-
service-data-prep/
• Data Integration Tool for Both Business and IT Users describes a solution that
both business and IT users will appreciate
http://www.senturus.com/resources/data-integration-tool-for-both-
business-and-it-users/

Q: With the new data blending feature can I join based on multiple
fields? Also, can I join more than two tables together as well?
A: Yes, you can join on multiple fields.
Q: How's the performance in Tableau 10 for combining data from
different servers in a single data source when the data sets are large or
from different databases?
A: It really depends on the overall architecture and applying the right
components in an optimal way. To evaluate the performance, you need
to look at the database architecture, server architecture, the network
performance, and (very importantly) the actual reports that are being
used. Contact us at info@senturu.com and we can help you assess your
situation.

Q: If we upgrade Tableau Desktop 10, is it necessary to upgrade Tableau
Server to 10 as well?
A: Yes, you will need to upgrade both Tableau Desktop and Server to 10
if you want to publish from Desktop to Server.
Q: Does Tableau 10 use Framework Manager like Cognos Analytics?
A: There is no Framework Manager tool in Tableau. However, it is
possible to use your current Cognos Framework Manager models with the
Senturus Enterprise BI Connector for Tableau. To learn more about the
Senturus BI Enterprise Connector for Tableau, visit our website at:
http://www.senturus.com/enterprise-bi-connector-tableau/
Q: Where can I download this webinar?
A: The webinar recording, presentation deck and this questions log can
be downloaded from the Senturus Resource on our website at:

• Includes
– Check Tableau server configuration settings for best practices
– Explore hardware sizing and provide guidance
– Inspect network/hardware configuration and settings for best practices
– Analysis of backend data sources and structures
– Analyze a sample set of worksheets and dashboards to troubleshoot performance
issues
• Deliverable
– Findings and recommendations document pinpointing sources of
performance issues
• Guarantee
– If Senturus does not find and diagnose the factors creating your
performance problems, you don’t pay
• $2,995
*These services would need to be estimated separately for large multi-server Tableau environments.
TABLEAU SERVER HEALTH CHECK*

Includes all Health Check deliverables plus:
• Upgrade server environment to 10.x
• $3,995
TABLEAU SERVER UPGRADE

*Custom, tailored training also available*
Tableau Training: Curriculum Customized for
Different User Types
Data Visualization and Dashboarding Fundamentals
• ½ day: October 14, 2 classes – morning and afternoon ($199 )
Intermediate Data Visualization and Dashboarding
• 1 day: September 20, October 19 ($499)
Advanced Data Visualization and Dashboarding
• 2 day: October 5-6, October 20-21 ($999)

www.senturus.com/events
Upcoming Events

More Free Resources on www.senturus.com

Thank You!
www.senturus.com
info@senturus.com
888 601 6010
Copyright 2016 by Senturus, Inc.
This entire presentation is copyrighted and may not be
reused or distributed without the written consent of
Senturus, Inc.

Meet Tableau 10: Overview of New Features

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