Tag Archives: Tableau

Reporting Database Design Guidelines: Dimensional Values and Strategies

I recently found myself in a series of conversations in which I needed to make a case for dimensional data modeling. The discussions involved a group of highly skilled data architects who were surely familiar with dimensional techniques but didn’t see them as the best solution in the case at hand.

I thought it would be easy to find a quick, jargon free summary of best reporting database design principles aimed at a technical audience. There were a number of good summaries (cited at the end of this post), but none pitched just right for this highly-technical-but-outside-the-data-warehouse-world crowd.

I wanted to raise the dimensional model because, for most business reporting scenarios, it not only delivers on reporting needs, but also helps report developers handle changes to those needs as a side effect of the design.

So these are the notes I prepared for the conversation. They helped us all get on the same page, hopefully they will be useful to others: Continue reading

Tableau Rollout Across Five Dimensions

Standing up any new analytics tool in an organization is complex, and early on, new adopters of Tableau often struggle to include all the complexities in their plan. This post proposes a mental model in the form of a story of how Tableau might have rolled out in one hypothetical installation to uncover common challenges for new adopters.

Tableau’s marketing lends one to imagine that introducing Tableau is easy: “Fast Analytics”, “Ease of Use”, “Big Data, Any Data” and so on. (here, 3/31/2017). Tableau’s position in Gartner’s Magic Quadrant (referenced on the same page) attests to the huge upside for organizations that successfully deploy Tableau, which I’ve been lucky enough to witness firsthand. Continue reading

Analytics Requirements: Avoid a Y2.xK Crisis

Even though it happens annually, teams building new visualizations often forget to think about the effects of turning over from one year to another.

In today’s fast paced, Agile world, requirements for even the most critical dashboards and visualizations tend to evolve, and development often proceeds iteratively from a scratchpad sketch through successively more detailed versions to release of a “1.0” production version. Organized analytics teams evolve dashboards within a process framework that include checkpoints ensuring standards are met for security, reliability, usability, and so on.

A reporting team can build a revolutionary analytics capability enabling unprecedented visibility into operations, and then, if year turnover isn’t included in requirements, experience embarrassing errors and usability challenges in the January after initial deployment. In effect, the system experiences its own Y2.xK crisis, not too different from the expected Y2K crisis 16 years ago. Continue reading

Tableau Startup: First Lessons Learned

XAs I mentioned in the February post, I’m new to Tableau, and as the tone of that post implied,enjoying it very much. Tableau is a robust and flexible solution for data delivery. Like Qlikview, which I worked with a while ago, it is supported by outstanding, and free, introductory training and a very active user community.

As I’ve made my first steps in Tableau I’ve been a frequent user community visitor, and generally have gotten the answers I’ve been looking for. However, like any tool there still have been a few surprises. I’ll run down the top few in this post:

  • Measures can have complex logic
  • Big extracts are tricky
  • Changing data sources is really tricky
  • Sorry, there are some things you just can’t do

Hopefully this post helps other novices negotiate those first few steps a bit more easily. Continue reading