tableau drive -專家速成及擴(kuò)展計(jì)劃

DRIVE-Tableau專家速成及擴(kuò)展計(jì)劃GoalAsuccessfulenterpriserolloutMaximizingROIofTableauRecipeforTableauAdoptionWhatcanCHAMPIONdo?WhatcanTABLEAUdo?Whohasdonethissuccessfully?Let’scheck-DoyouhaveaTableauChampionyet?“Thewaytogetstartedistoquittalkingandbegindoing”-

WaltDisneyDoyouhaveaTableauchampionyet?Questionstoask:Haveyouproducedreportsforoneormorebusinessunitthatarewidelyconsideredcompellinganduseful?Isthereasensethattheworkyouhavedoneisaddingvalueandcanbereplicated?HaveyouidentifiedinitialDriveteamsintheorganization?Isthereasharedsenseofexcitementaboutvisualanalysis?Arerumorsspreadingabouttheamazingworkyourteamisdoing?

建議開始時(shí)間主題目標(biāo)時(shí)長目標(biāo)用戶負(fù)責(zé)人專家培養(yǎng)期:

(第一天-第四十五天)立刻開始Tableau自我學(xué)習(xí)觀看完相關(guān)學(xué)習(xí)資料：包括視頻，白皮書自主安排賬號(hào)持有者Tableau核心用戶前兩周內(nèi)Tableau現(xiàn)場基礎(chǔ)功能課程掌握最基本功能，能創(chuàng)建第一個(gè)儀表盤2小時(shí)現(xiàn)場賬號(hào)持有者，其它感興趣用戶Tableau核心用戶第二周，第四周，第六周TableauDoctorSession1.解決實(shí)際遇到的技術(shù)問題2.了解一期報(bào)告制作進(jìn)度，給予反饋1小時(shí)Tableau實(shí)際使用者Tableau原廠/合作伙伴推廣期:（第四十五天-第九十天）第四周之后（每月一次）Tableau主題分享會(huì)主題式內(nèi)容介紹或案例分享1小時(shí)Tableau實(shí)際使用者Tableau原廠/合作伙伴需要最少5個(gè)人參加第七周以后Tableau午餐學(xué)習(xí)會(huì)新部門關(guān)注主題的現(xiàn)場介紹1小時(shí)-2小時(shí)其它可能會(huì)需要用到Tableau自助分析工具的部門Tableau核心用戶需要10個(gè)人參加第七周以后Tableau大型介紹會(huì)更深度Tableau產(chǎn)品介紹，上手體驗(yàn)半天不同部門對Tableau感興趣的新用戶Tableau原廠/合作伙伴SuggestedroadmapWhatcanCHAMPIONdo?“Thepriceofdoingthesameoldthingisfarhigherthanthepriceofchange”-

BillClinton

建議開始時(shí)間主題目標(biāo)時(shí)長目標(biāo)用戶負(fù)責(zé)人專家培養(yǎng)期:

(第一天-第四十五天)立刻開始Tableau自我學(xué)習(xí)觀看完相關(guān)學(xué)習(xí)資料：包括視頻，白皮書自主安排賬號(hào)持有者Tableau核心用戶前兩周內(nèi)Tableau現(xiàn)場基礎(chǔ)功能課程掌握最基本功能，能創(chuàng)建第一個(gè)儀表盤2小時(shí)現(xiàn)場賬號(hào)持有者，其它感興趣用戶Tableau核心用戶第二周，第四周，第六周TableauDoctorSession1.解決實(shí)際遇到的技術(shù)問題2.了解一期報(bào)告制作進(jìn)度，給予反饋1小時(shí)Tableau實(shí)際使用者Tableau原廠/合作伙伴推廣期:（第四十五天-第九十天）第四周之后（每月一次）Tableau主題分享會(huì)主題式內(nèi)容介紹或案例分享1小時(shí)Tableau實(shí)際使用者Tableau原廠/合作伙伴需要最少5個(gè)人參加第七周以后Tableau午餐學(xué)習(xí)會(huì)新部門關(guān)注主題的現(xiàn)場介紹1小時(shí)-2小時(shí)其它可能會(huì)需要用到Tableau自助分析工具的部門Tableau核心用戶需要10個(gè)人參加第七周以后Tableau大型介紹會(huì)更深度Tableau產(chǎn)品介紹，上手體驗(yàn)半天不同部門對Tableau感興趣的新用戶Tableau原廠/合作伙伴SuggestedroadmapWhatcanCHAMPIONdo?PlantTableauinmultipledepartmentsacrosstheorganizationthroughinternalknowledgesharingandtrainingTableau培訓(xùn)計(jì)劃書-LeTVPublicizing–J&JbrochureChampion’snewletter–AustraliaPostTableau’sresources

TableauVizChallenge–Covidien,StandardCharteredBank,Accenture,DeloitteAustraliaCreateaplatformwithinacompanyforTableauevangeliststoshare&discovernewtricksCenterofexcellence-FacebookWhatcanTABLEAUdo?“Toimproveistochange;tobeperfectistochangeoften”–WinstonChurchillWhatcanTABLEAUdo?TableauLunchablesTableauDaySampleagendasTableauDoctorQuestionsfromTableauusersareconsolidatedandaddressedregularlyWhohasdonethissuccessfully?LeTVCovidienStandardCharteredBankAccentureDeloitteAustraliaTableauResources

Backto“WhatcanCHAMPIONdo”slideTableauResourcesSimple,easy,visualquick-startguidesOver70On-demandvideotutorialsOver1,500pagesofproductmanualdocumentationonlineHundredsofstep-by-stepknowledgebasearticlesDozensofproduct&industrywhitepapersWeb&downloadindustryanddepartmentexamplesCreativeexamplesacrossthewebonTableauPublicVisualizationssharedfromTableau’scommunityleadersTableauusercommunitygroupmeetingsaroundtheworld

Backto“WhatcanCHAMPIONdo”slideTableauLunchables

Backto“WhatcanCHAMPIONdo”slideTableauLunchablesThegoalsoftheTableauLunchablesaretoIncreasethespeedofadoptioninaneworexistinguserbase.ExpandTableaubeyondtheexistinguserbase.

Backto“WhatcanCHAMPIONdo”slideTableauLunchablesTimeline-Example

Backto“WhatcanCHAMPIONdo”slideTableauLunchables–TableofContent(17topics)1.IntroductiontoTableau1.1ConnectingtoData

1.2.BuildBasicVisualizations

1.3.CreatingaDashboard

1.4.PublishingtoServer

1.5.Sharing

2.HowtoExcelwithTableau2.1.ADifferentWayofThinking2.2.DataStructure2.3.Formatting2.4.Calculating2.5.Visualizing

3.IntroductiontoCalculations3.1.NumberCalcuations

3.2.StringCalculations

3.3.DateCalculations

3.4.LogicalCalculations

3.5.QuickTableCalculations

4.IntroductiontoMapping4.1.BasicMapping

4.2.DualAxisMaps

4.3.WMSServers

4.4.AlternativeMaps

4.5.Non-MapPresentation

5.DataBlending&Joining5.1.Whatarejoinsandblends?

5.2.WhyJoin

5.3.WhyBlend

5.4.PrimaryDataSources/SecondaryDataSources

5.5.BestPractices

6.TheScienceofVisualAnalysis6.1.WhyVisualize?

6.2.HumanPerceptionandCognition

6.3.UseofColor,Form/Shape,Position&Size

6.4.OrientationandFlow

6.5.The5SecondTest

7.DashboardDataManagement7.1.FilterApplication

7.2.UseasFilter

7.3.Actions

7.4.ActionOptions

7.5.FloatingObjects

8.AdvancedVisualizationTypes8.1.WaterfallCharts8.2.ParetoCharts8.3.MotionCharts8.4.SparkLines8.5.BumpCharts

9.IntroductiontoFilteringData9.1.TheFilterFlow9.2.MethodsofFilters9.3.Filteringwithingaresultset9.4.Filteringoutsidearesultset9.5.Bestpractices

10.IntroductiontoTableCalculations10.1.QueryLifecycle10.2.DatasetRowOperations10.3.DatasetAggregateOperations10.4.DatasetAddressing&Partitioning

11.CommonDashboardMistakes11.1.Fragmentation11.2.InadequateContext11.3.ExcessiveDetail11.4.InappropriateDisplayChoices11.5.MisuseofColor

12.Statistics12.1.Correlation,Trends&Confidence12.2.Regression12.3.ResidualAnalysis12.4.Z-Test12.5.Benford'sRule

13.LevelofDetailExpressions13.1.UseCases13.2.Fixed13.3.Include13.4.Exclude13.5.ComplexLODExpressions

14.Development&DeploymentCycle14.1.TraditionalModel14.2.ProjectManagementModel14.3.Permission14.4.ContentPromotion14.5.MultipleEnvironments

15.JavaScriptAPI15.1.EmbeddedDashboards15.2.EmbeddedWorksheets15.3.PassingFilters15.4.PassingParameters15.5.Navigation

16.RIntegration16.1.DesktopandServerSetup16.2.StandardRFunctions16.3.AdvancedRFunctions

17.VisualizeThis?17.1JourneryintoaNumber17.2HowmanywayscanweviewSales?17.3Whatarethenextquestions?

Backto“WhatcanCHAMPIONdo”slideInternalTrainingUseCase:Tableau培訓(xùn)計(jì)劃書

Backto“WhatcanCHAMPIONdo”slide目的1）交流一些成功的案例，啟迪用戶做出更好的可視化視圖2）集團(tuán)定期匯總問題，tableau方面給予一定的技術(shù)支持3）更大程度上的滿足樂視用戶的日常自助分析工作，環(huán)節(jié)分析人員花費(fèi)大量時(shí)間精力做數(shù)據(jù)分析模板以及展示。

Backto“WhatcanCHAMPIONdo”slide培訓(xùn)計(jì)劃日常培訓(xùn)：不定期做tableau的基礎(chǔ)培訓(xùn)，主要以發(fā)起人的需求制定個(gè)性化培訓(xùn)。最低培訓(xùn)要求：10人/培訓(xùn)一次技術(shù)交流指導(dǎo)：每一個(gè)月或者45天做一次大型的交流互動(dòng)。由tableau技術(shù)團(tuán)隊(duì)分享成功且適合互聯(lián)網(wǎng)的有效tableau案例。主要從數(shù)據(jù)可視化，以及數(shù)據(jù)量級(jí)方便考慮。（具體每次的內(nèi)容可以提前共同）。培訓(xùn)前期可能根據(jù)集團(tuán)內(nèi)部的人員熱情和人員數(shù)量交流頻繁，但是后續(xù)穩(wěn)定后不會(huì)出現(xiàn)過于頻繁的交流活動(dòng)。

Backto“WhatcanCHAMPIONdo”slide培訓(xùn)反饋：公司內(nèi)部：每次對于推廣過的人員進(jìn)行郵件以及論壇交流。對于tableau的使用效果以及問題進(jìn)行收錄。以便于知道集團(tuán)內(nèi)部對于數(shù)據(jù)平臺(tái)的自助使用情況以及tableau與平臺(tái)配合的效果進(jìn)行評(píng)估和改進(jìn)。Tableau方：定期會(huì)匯總推廣的效果反饋以及反饋中出現(xiàn)對tableau提出的挑戰(zhàn)問題（主要會(huì)出現(xiàn)數(shù)據(jù)倉庫與tableau對于數(shù)據(jù)處理問題），以便進(jìn)一步的雙方溝通加深對tableau的深度使用。

Backto“WhatcanCHAMPIONdo”slide目前培訓(xùn)計(jì)劃的需求：.Tableau的試用期對于內(nèi)部集團(tuán)過短（14天），還未體驗(yàn)出效果就結(jié)束了。希望可以提供更長的試用期.目前tableau連接是與mysql連接，有些量級(jí)大的數(shù)據(jù)存在于hive。但是對于大數(shù)據(jù)的承載能力不好。需要來分享的工作人員知曉。

Backto“WhatcanCHAMPIONdo”slide大數(shù)據(jù)人員內(nèi)部安排：培訓(xùn)人員：倉庫維護(hù)人員：應(yīng)用層工程師：自助平臺(tái)負(fù)責(zé)人：

Backto“WhatcanCHAMPIONdo”slideTableauUserCommunityNewsletter

Backto“WhatcanCHAMPIONdo”slideTableauUserCommunityNewsletterAustraliaPost

Backto“WhatcanCHAMPIONdo”slideTableauUserCommunityNewsletterSummarizing1.WhathashappenedSessionhighlights,additionalinformationandkeylearningfromthoseactivitiesforthosewhodidn’tgetachancetoattend2.What’shappeningnext-Remindersonnextsession

Backto“WhatcanCHAMPIONdo”slideTableauCentreofExcellence

Backto“WhatcanCHAMPIONdo”slideTableauCentreofExcellenceFacebookusestheirownplatform–FacebookgrouppagesastheirTableauCentreofExcellence

Backto“WhatcanCHAMPIONdo”slideTableauVisualizationContest

Backto“WhatcanCHAMPIONdo”slideVisualizationContestGoalTodriveTableauadoptionTodevelopusers’datastorytellingskillsDatasetsareprovidedbeforehandbyTableauorTableau’schampionFewweekstobuildtheirvisualizationsTopentrieschosenbypanelorexpertsPrizesforwinners/abilitytoshowcasetoExecutives

Backto“WhatcanCHAMPIONdo”slideAccenturePhilippinesDeloitteAustralia

Backto“WhatcanCHAMPIONdo”slideTableauDaySampleAgendas

Backto“WhatcanCHAMPIONdo”slideTableauDaySampleAgendasExample#1

12:00p.m.-12:15p.m.–e&Introductions

12:15p.m.-12:45p.m.–IntroductiontoTableau

12:45p.m.-1:15p.m.–What'sNewinTableauv9

1:15p.m.-1:45p.m.-InternalUseCase

1:45p.m.-2:30p.m.–Intermediate/AdvancedFeaturesandDiscussions

2:30p.m.-4:00p.m.–IndividualQ&A

Example#2

8:00a.m.-8:15a.m.-EventKick-Offande

8:15a.m.-9:45a.m.–TableauVisualAnalyticsBestPracticesandTableauDemo

9:45a.m.-10:00a.m.-Q&A

10:00a.m.–10:15a.m.–Break

10:15a.m.-11:30a.m.-[Account]ShowandTell

11:30a.m.-12:00p.m.-Q&A/MeettheTableauTeam

Example#3

9:00a.m.-

10:00a.m.TableauOverview,tips&tricks

10:00a.m.-10:45a.m.CustomerDemonstrations–Showcasinginternalvizzes

10:45a.m.-11:00a.m.

Break

11:00a.m.-12:00p.m.

DeepdiveintospecificTableautopic(i.e.LODcalcs,SFDCintegration,etc.

12:00p.m.

–1:00p.m.

LunchorSnacksandQ&A-NeedVizhelporhavequestions?Bringyourdata!

Example#4

9:30a.m.-10:30a.m.-eandIntroductiontoTableau

10:30a.m.-10:45a.m.–Break

10:45a.m.-