I’ve written previously about development of Tableau analytics capability from single user to multiple teams across an organization. This article is intended for those who may have first installed Tableau Server to enable folks outside their own sphere to interact with their Tableau creations. For the way ahead, it presents a few guidelines for successful development and deployment that data analysts should internalize as their analytics product grows.
The theme is, from the very start, to develop dashboards as if they serve hundreds of users and access millions of data records. If you do that, then as your analytical tools grow in usefulness and popularity, you’ll avoid difficult conversions and retooling later. Continue reading →
Sometimes success seems like a data analytics team’s worst enemy. A few successful visualizations packaged up into a dashboard by a small skunkworks team can generate interest such that a year later the team has published scores of mission critical dashboards. As their use spreads throughout the organization, and as features expand to meet the needs of an expanding user base, the dashboards can slow down and data refreshes fail as they exceed database and analytics tool time and resource limits.
There are steps teams can take to deal with such slowdowns. Analytics tool vendors typically offer efficiency guides, like this one, that help resolve dashboard response time issues. A frequent recommendation is for the dashboard to use summary tables rather than full detail, reducing the amount of data that the dashboard has to parse as the user waits for a viz to render.*
Summary tables also help resolve data refresh timeouts, but their long term success for the team depends on the foundation on which they are built and how they are organized. The most obvious approach is to build custom summaries serving each dashboard. While report-specific tables stand out as a quick win, analysis shows they are a suboptimal solution because they tend to (1) reduce ability to respond to requirements evolution, and (2) make metrics in different dashboards less consistent. Continue reading →
It’s not unusual for talented teams of business analysts to find themselves maintaining significant inventories of Tableau dashboards. In addition to sound development practices, following two key principles in data source design help these teams spend less time in maintenance and focus more on building new visualizations: publishing Tableau data sources separately from workbooks and waiting until the last opportunity to join dimension and fact data.
Imagine a business team — let’s call it Marketing Analytics — with read-only access to a Hadoop store or an enterprise data warehouse. They gain approval for Tableau licenses and Tableau Server publication rights for five tech-savvy data analysts. After a few initial successes with some impactful visualizations, the team gathers steam. After a while the team finds itself supporting scores of published workbooks serving a few hundred managers and executives. In spite of generally sound practices, Marketing Analytics struggles to maintain consistency from one Tableau workbook to another.
Not too long ago I posted on how to avoid the dreaded “No more spool space” error in Teradata SQL. That post recounted approaches to restructuring SQL queries so that they would avoid being cancelled for using inordinate amounts of Teradata resources. Teradata is an immensely powerful, even if aging, database engine but it does little to help one not steeped in knowledge of its structure to use its resources efficiently.
But what if, as sometimes happens, your DB admin team further tightens the screws by reducing spool space, or imposing new execution time or CPU usage limits? Then, you’ll have to go further to make queries efficient, as happened on one team that I was a part of. Beyond the steps previously recommended, here’s what we did: Continue reading →
Data quality improvements follow specific, clear leadership from the top. Project leaders count data quality among project goals when senior management encourages them to do so with unequivocal incentives, a common business vocabulary, shared understanding of data quality principles, and general agreement on the objects of interest to the business and their key characteristics.
Poor data quality costs businesses about “$15 million per year in losses, according to Gartner.” AsTendü Yoğurtçuputs it, “artificial intelligence (AI) and machine learning algorithms are only as effective as the data they use.” Data scientistsunderstandthe difficulties well, as they spend over 70% of their time in data prep.
Recent studies report that data entry typos are the largest source of poor data quality (here and here). My experience says otherwise. From what I’ve seen, operational data is generally good, and data errors only appear when data changes context. In this post I’ll detail why data quality is management’s responsibility, and why data quality will remain poor until leadership makes it a priority.Continue reading →
It’s been a truism that data is a resource, but to prove it you just have to follow the money. As the illustration shows, the vast majority of corporate market value draws from intangible assets. Just as money is an abstraction that represents wealth, data is an abstraction that represents these intangible assets.
It’s year three after initial rollout of the Leader’s Data Manifesto (LDM). Since then, many widely publicized events have highlighted the value of data and metadata, and the importance of sound data management (here, here, and here). Recently at Enterprise Data World, John Ladley, Danette McGilvray, James Price, and Tom Redman presented this year’s LDM update. They reintroduced the Manifesto, recounted events of the past year, discussed strategy for the coming year, and issued a call to action for data professionals. Continue reading →
Data scientists spend most of their time doing data integration rather than gathering insights. In my interview with data scientist Yan Li, she said that data collection and prep takes at least 70% of her time. Obviously, there’s a lot of integration work to do on data that’s new to analytics efforts, but not every analysis uses brand new data. Organizations can improve analytics efficiency by staging commonly used data pre-integrated for data science.
For years, large organizations have supported data warehouses, but prevailing data warehousing practices often fail when faced with “big data” volume and velocity. Still, warehousing teams in large organizations can pre-prep frequently-used internal data. Examples include reference and master data, production and sales records, and so on. Continue reading →
Reading articles about data anonymization makes it clear that it is not an entirely effective security measure (here and here), but still part of a robust security capability, and required if your organization is affected by GDPR. (I use “anonymization” as a general term encompassing techniques that de-identify personal data within a given data set.)
But there’s a positive side of anonymized data that hasn’t received much press. Providing anonymous data to senior managers who don’t need access to personal data can encourage them to take a broader perspective, and thereby bring new energy to fact-based senior planning and analysis. Continue reading →
In data management and analytics, we often focus on correcting apparent inability and unwillingness on the part of business leaders to effectively gather and capitalize on data resources. With that perspective, we often see ethics as a side issue difficult to prioritize given the scale and persistence of our other challenges.
At least that was my perspective, and my initial response when confronted recently by a family member on this topic. Her view from outside the field was that ethics should be a primary concern. As I’ve reflected on this conversation, I’ve come around to her point.
In recent years we’ve seen many examples of data misuse due to ethical lapses. Here’s a post that gives five examples, including police officers looking up data on individuals not related to any police business, an employee passing personal data including SSNs to a text sharing site, and Uber’s “god view”, available at the corporate level, which an employee used in 2014 to track a journalist’s location. Continue reading →
What is Data Quality anyway? If you are a data professional, I’m sure someone from outside our field has asked you that question, and if you’re like me you’ve fallen into the trap of answering in data-speak.
To my listener, I’d guess that the experience was similar to having a customer service rep who has just turned down his simple request justify it by describing byzantine company policies.
There’s a ton of great writing available on data quality, and I in no way mean to disparage it or its value in the field. But in that writing I’ve yet to find a concise and compelling definition that’s useful to non-data professionals. I’ll review one or two prevailing definitions and then offer one that could help us unlock real data quality improvements. Continue reading →