welcome everyone I want to welcome everyone who’s on the line to encores tableau webcast my name is Carlos Eckhart and I’m one of the product marketers here on staff at encore business solutions we’ve got an exciting webcast prepared for you today it’s gonna be packed full and with close to an hour for this webcast we’ll probably shoot to wrap it in about 45 minutes see if there’s some questions that we can run through at the end but we’re gonna keep it fairly tight to get through everything joining me and I want to welcome his mark LaBrie who is one of the tableau product leads at tableau and we’ll be presenting a good portion of our tableau webcast so welcome mark mark a thank you Mark is one of a very informed person on the bi space and I’ve learned a few things from him he’ll be running much of the presentation of tableau today a bit about tableau tableau is one of our premier bi solution providers that we partnered with now for quite some time and we’ve seen some great results from tabbles one of the fastest growing bi software providers today and it’s been placed in the leaders quadrant and gardeners reviews over and over again Mark’s gonna show us exactly how our organizations are leveraging tools like tableau to make themselves a lot more efficient than collaborating and charting items like your a PE or a re cash flow and other examples so if you have any questions don’t hesitate to use the chat feature on the right hand side during the presentation we’re not going to be entertaining any audible questions during the actual webcast just to make sure we get through all the plant agenda but I will be monitoring those questions that do you submit taking them down and we’ll be answering them and addressing as many as we can for the end webinar so I know we’re all busy so let’s get started I’m gonna hand it over to mark who is going to walk us through the next section of the webcast thank you mark all right thanks Carlos so a little bit about myself and my role here at tableau so that we’re all acquainted is I’m a pre-sales consultant for our partnership organization otherwise known as Channel it’s been an interesting journey being a part of a channel team putting on a lot of different hats but my big goal is that I do whatever it takes to help my partners provide the best solutions possible for their customers whether that be training marketing content or opportunity support I get to put on all those hats and experience a lot so hopefully some of that knowledge will will come through today before we get going on a product demonstration or higher-level content I wanted to give a brief introduction to tableaus mission statement and what we’re about a tableaus mission statement is to help people see and understand their data in the past the only people who had access to data are advanced data workers folks who know how to write sequel script and not just sequel script but you know how to do proper joins how to create views or maybe they’re skilled at using statistical packages or statistical languages like R and SAS and that knowledgebase really focused on a few people and because of that it we had this report factory created with only a few people being able to create reports and many people needing that data we had a big clog of work flow and it really slowed down BI implementations one last bit on our mission statement of helping people see and understand their data is our goal is to put the power of analytics and information that you can from your data into the hands of the everyday user so one thing some food for thought as I go through the demonstration then in fact this was a contention I had when I first got introduced the tableau is sometimes when I see things done I think to myself well I could do that and that may be true and most likely you really can but think to yourself and kind of imagine now that we have a tool to do these tasks with and to speed up our process what more can I do with my time and how can I position

myself inside my company better with that added time about the products and I’m just going to quickly introduce the products that we have is a two product offering we have our tableau desktop tool which you’ll see me creating the charts connecting to data and our ad-hoc report authoring occurs in this is where you’ll create calculations and metadata so that way you can have a relationship to send out that information to a broader audience and that broader audience will receive that information in our tableau server product it’s an in-browser server where your end-users will log in through either our portal or embed it in one of your portals and they will be able to see all of the information that they have permissions and rights to see that way we can have governance over our data and automation over updating of information on a third product is tableau public it’s a free product online anyone can use for all intensive purposes of this webinar it’s mostly useful if you’re stuck on what to do with creating a dashboard this is a great place to go and get some ideas from some key points that I want to kind of explicitly talk about a high level before I get into the demonstration these are points that I’m gonna hit but I won’t necessarily vocalize that I’m hitting them is that the first thing is we have speed insight and ease of use for a financial department I don’t think I need to explain the importance of speed to insight and the ROI obtained to it but the ease-of-use factor is oftentimes overlooked especially on the folks who are an advanced user a big issue with legacy bi vendors is that their bi implementations tend to fail and that’s because it’s hard to use and it’s not easy to learn and adoption occurs when everyone is able to participate and understand with what’s going on and that use of use factor plays a major role and how tableau spreads across the company I also wanted to bring up our analytical presentation piece it’s a feature called story points now typically wouldn’t bring it up in a normal product demonstration but for a lot of our folks who need to stand up in front of a meeting and give a quick hitter presentation of their analytics this piece is fantastic it allows for a guided presentation of the points you want to hit so that way you don’t ever get stuck going down rabbit holes of the user interactions I also wanted to mention a bit about data governance and single version of truth sensor working with financial information this is key data governance and tableau happens on two parts while I’m connecting to data you’re gonna see it in the sec on how on core business solutions set up what I was allowed to connect to and single version of truth so we want to make sure everyone who’s connecting of information is connecting to the same information and they’re leveraging the same metadata for that information and finally I want to hit end user experience I’m just gonna show it off now and user experience is important for adoption it’s important for your own internal campaign if you’re creating these reports you want them to be professional you want them to be easy to use you want people to like to use them that way tableau is successful in helping an organization and you kind of run an internal campaign for yourself on being able to expose helpful information so with that I’m going to jump into the demonstration see yeah just up one more instance of my server having some of the server’s need to fire up from when I restarted my computer so right now this is the let’s just make sure everything is working as expected it is okay so right here is where you are engaged in to a landing page of tableau desktop on the middle here I have all the workbooks I have been currently working on and to my left I have all of my data sources I can connect to so we have our flat files like Excel or access ER or CSV ES and

below we have our servers we have Salesforce if you have an ODBC we can connect to it you can see Microsoft sequel server which I’m sure most folks are familiar with working with ERP systems we even have a plethora of other native connecting data sources that you can leverage if you have that data source on the backend now typically in a demonstration I would go and connect to a Microsoft sequel server or I would go connect to an Excel server or Excel table I would go and connect to that raw data and pull it in but I am that average business user quite literally I’m not a very experienced user of working with ERP data but I still want to be effective for my company and how I can do that is by leveraging data sources that folks who have more robust knowledge of the ERP system can set up for people like me and quite literally on core business solutions they had a few of their engineers set up tableau data sources about specific financial analytics for me so we’re gonna go and take a look at accounts receivable accounts payable and the way we were able to do that is because they set up those data sources for me to connect up to so that way someone like me can be effective in the company so instead of coming to Microsoft sequel server I come to tableau server and you can see the data sources that have been published up to tableau server for me to connect up to so now these data sources are pointed at the underlying data they’re pointed at that Microsoft sequel server but it’s in a framework where it’s controlled you know who is connecting to what and when they’re connecting to it what they can see so let’s go and connect up to our accounts receivable and take a look at you know what accounts we need to collect money on below you can see all the fields populate and if I wanted to get an updated view just to check out the data and the data types I can do so it’s asking me to go to a worksheet so let’s pop in there and see what we can what we find on our left side here we have our dimensions and below we have measures dimensions are all the fields inside the data source tableau recognized as a categorical variable things like customer name customer class city dates below we have our measures these are fields that you’re gonna aggregate these are quantifiable fields things like you know what is currently owed to my company what is currently owed in these specific time frames you know sales of profits those are all measures that would fall into there and if tableau didn’t recognize them correctly you can always right click and tell tableau to change the data type and then to my right just an introduction to this and we’re gonna get into it is this is our canvas for building our visualizations so if I wanted to take a look at what is currently owed to my company all I need to do is come over and find that field and tablet automatically knows what I want to do it places the current Fiat the current owed on the rows and if I wanted to break this down by something more meaningful I can drag and drop a field on to the view so now I can see all the customer names and it doesn’t take much to sort and reshape the data so that it’s more legible for me to use so it looks like central communications currently owes us the most money but what about between 0 to 30 31 60 60 190 so forth I can bring those fields onto the shelf just like I did with current and I can view who owes us money in those time periods so it doesn’t look like anyone owes us money between 0 to 30 or 0 to 90 days that might be an anomaly that might be something we need to check out but for the purpose of the demo I’m just going to take out these fields one other thing about these data sources that have been set up for me is that there’s calculations that are useful to use below this past-due right here I have this total AR for total accounts receivable if I right click and open this up you can see that this is a calculation already defined for me now it’s a simple one granted where I’m just adding up the different fields but if you want to get into more technical analysis and analysis and forecasting it might be smart for a power user to set up these fields for an average business user like me so that way we can control and we can be confident that what they’re analyzing is correct so if I wanted to see what my total accounts receivable are I just need to bring it on to the field and we can always just

sort by total accounts receivable a piece over here that I haven’t mentioned is our marks card this is how you can really customize your charts inside tableau for instance I have my accounts average days to pay field right here ad TP if I wanted to color these bars by ad DS ad TP I just need to bring it on to this Marc’s card in the appropriate place and now we can color code which of our customers take the longest time to pay us notice that is a sum of 80 TP that’s not correct right we want to see the average tableaus incredibly right-click centric just right-click and change the aggregation type to average now not much changed as you would expect if everything were made linear but this is the correct analysis always thinking about my end user right now it’s true maybe I am done and all the information is on the field but it’s important for your end user to always be thinking about them and what might be helpful for them to read this chart faster and cleaner the reason why I moved it out of green is because there’s a 10% of men and I think 2 or 3 percent of females are red-green colorblind so we in tableau we like to use the orange blue a lot like Excel we have our tabs at the bottom and you can rename this to something you’ll remember later let’s take a look at some of those other data sources and see if we have one for accounts payable looks like my friends at encore business solutions have published up and accounts payable so just like before the accounts receivable I click on it and it enters into my usable data sources one thing I want to point out is if you’ve connected up to a raw ERP system onto those raw data tables you know that it doesn’t look this clean the only reason it looks this clean is because we were able to edit that metadata before someone like me has to trench through those weeds to get to this information so like the accounts receivable we can check out the current accounts owed which looks about 4,000 I can break that again down by vendor and if I make a mistake I can always hit this back button here I have almost infinite amount of back buttons which is really helpful for someone like me who makes mistakes creative and analytics constantly and we can bring out total account we can bring out 90 days and over all the same flipping these fields around so that way this read it makes more sense now this is rates but one thing I feel like I’m missing is what is the total amount owed what’s the grand total about of my accounts payable now that’s a calculation that I need to create I have this total payable but it would be nice if I could do a sum of all of these fields in here if you’ve worked with a bi tool before a lot of our calculation engines are a lot alike I want to rename this to a grand total and this is just grand total ap and this is just an arithmetic data engine or calculation engine we use things like sums of the windows we use things like summations and averages we have all of our functions to our right if you’ve worked with sequel these will look familiar we have our string functions our date parsing functions and type conversion functions to use and in tableau 9 we now have the autofill for our calculations at the bottom tableau says this calculation is valid and we’ll move on so I don’t have a great place to put this here on the chart but it’ll make me note that this will make sense if I grab grand total and put it in here it kind of seems like everyone owes that much money but that’s not true I want to put it somewhere that my end user can identity it but it’s not going to skew the analysis I put it somewhere called the tooltip and this is something you can edit and change and it’s where it’s what pops up when your cursor flows over a mark so now if my cursor flows well over one of these marks I can see the grand total of accounts payable let’s do that for our accounts receivable and fortunately we already have one of those

calculations created now we’ll edit that tooltip and you can see I know where I’m clicking it only takes a few clicks to really get these charts formatted correctly and the last thing that I think will be nice to check out if I’m looking at my financial climate is the trend of our cash flow so let’s see if I have a data source for cash flow I believe this monthly transaction has the fields we need and in this analysis I’m gonna work with dates I see that I have a posting date here so let’s put on the board here our posted values and our date notice that table automatically recognizes the Year hierarchy so in tableau sees a date field it automatically does that hierarchy for you you can drill down in the hierarchy to see year over quarter or year over quarter over month take off any of these pills on the shelves so you can see year over month and even change which filter on so now I have years and a sparkline of their performance of every year so it looks like April 2015 is our highest performer but April 2017 is one of our Louis well maybe up here is our highest January 2014 the date field I want to work with those a continuous week field remaining true to the right code eccentric you can see that I have my week continuously through the time period of my data set and the posted value it would be nice if we can see the monthly balance kind of a running total of what’s going on and it is going steep to the bottom right so things aren’t looking up for our cash flow and they haven’t been for some time now and at this point you might consider your ant analysis done with the cash flow you can see what each time here it is and you can see the running total but this isn’t really helpful it’s where user it’s not the read isn’t as fast it’s not as clean and quite frankly it’s not as professional but what we can do is dual access these charts bring them together so that their face they’re over the same timeline but two different axes we can change the mark type from line to bar and even add in some color where it might be necessary to show off the changes again we might have some red-green color blind folks changing colors only it takes me a second and now I have a slightly more legible cash flow chart it looks like our posted value is hiding behind these 2.you bars so I’ll swap it around and maybe change the color of that posted value to being something that is a little bit more clear so these are the things that are gonna run your internal campaign for yourself or any of the other people who are creating these charts and you know sometimes it’s important that you have a number but when you’re taking a quick glance at what’s going on at a high level having charts that assist your eyes in the read is important let’s rename it as cashflow trend and one other archetype that I wanted just to show off is how to do geocoding in tableau so if I come to my accounts receivable data source I have these cities here tab will automatically recognizes cities down to ten thousand so with a double click table automatically geocodes these cities now I can choose any of my dimensions to color my mark types apply so maybe I just want to check out you know what is currently owed to me on size filtering if I don’t want to see specific countries in here I just need to tell tableau what countries I do want to see so maybe that’s just Canada and USA and make it a little bit more easy to see some of these smaller marks all right so let’s rename it map and bring this on to a dashboard dashboards or where you bring together a collection of charts so maybe

I want to bring in this map and I want to bring in my accounts receivable tableau is famous for being able to create user interactions or interactions with these dashboards that a click if I wanted to have my map drive my accounts receivable I just need to tell tableau to use this top chart as a filter for the bottom so now when I click on a map you can see my accounts receivable change to the mark type that I’m clicking on and that’s great but if I’m getting into a meeting let’s rename this quick if I’m in a meeting and I don’t have time to click on the marks and I want to go from one point to the next point to the next point fast I should leverage our story points feature our story points feature allows you to basically create a story or in my words create an analytical presentation so financial forecast or financial climate may be of the company and they want to say well this is where our accounts receivable look like we people owe us about two million so accounts receivable we are we need to collect about two million gonna have another blank point bring in that accounts payable and say it looks like we have some accounts we need to pay we have a few accounts that we need to pay ASAP because maybe 91 days are over is bad for us and we don’t have those contracts that are less than 90 days and what’s the end result of having to pay these well we can’t because if we bring in our cash flow trend you can see our monthly balance down here is absolutely horrific so monthly balance of cash flow is horrific so the answer is that we need to collect on these accounts receivable and rename it as financial climate now the next thing I want to get into is the user end-user experience so when I publish up this findings to tablet my tableau server what’s it like for the end-user to go in there and take a look so if I quickly open up my tableau server in browser I’ve just logged in as a Mowbray so I am the administrator on this server but for all intents and purposes you can consider me the publisher of the data I’ll come and find the workbook that’s been published I can see there’s a user specific view so there’s no thumbnail right now and if I click into that landing dashboard let’s take a look at what our end users will experience so this should look a lot like what you would expect to see in a dashboard inside of tableau desktop we have our sales landing dashboards some instructions so for an overview of sales and options to drill into fields ok looks like we have a country selector up here I can see that I have USA and Canada sales metrics and possibly my locations of customers or City locations on how they’re performing let’s see I can click in to see just how Canada is doing and as I clicked into that notice that my charts shifted well click over to us so we have a filter that’s driving all of these different charts even as these were selectively an interaction as we’re told to do select a mark to filter the other charts I can click on any of these different cities and see what product categories are in them what we’ve sold and their gross margin percent colored by and the bottom right down here we have a KPI it looks like we have a customer warning negative sales this might be something I want to look into I’m not sure why I have negative $80,000 in sales for the science museum but it looks like I can select the mark for more details so if I

select on it I have a link to go to more details I can check out what customer location is on my map as well so it looks like they are in st. Louis USA all right let’s maybe it lets the click in and get those customer details so what effectively happened in tableau and I clicked that link is it jumped me from one dashboard to another dashboard and filtered that highly granular dashboard just down to the data needed so now I can see who the salesperson is where their location is and what items we’ve been selling so it looks like this acclaimed call center is a negative 70 thousand dollars in sales so that is probably where I’m gonna have to take action on and find out what’s going on there but that wasn’t this is what it’s like to log in as the report author or someone who’s allowed to see all the information I’m gonna log out and log back in as Mike and Mike is only a Regional Director he can only see information inside his region so again it says user specific view let’s jump back into that landing dashboard and check out how this is different than when it was me so you can see only Canada is up here at the top I only have information for Canon the down here at the bottom and only cities inside of Canada are showing up in my customer warnings all the other dashboards are filtered so that way I can only see Canada as this user this is that end user control of data governance and who can see what kind of like the the report creator control where they only had access to specific data sources for example the ones I connected up to so with that that’s all the content that I had to show off for the day I know we went kind of fast and didn’t have much time but I’ll stick around and answer any questions that we may have about tableau or speak to any parts of the BI solution and how tableau affects them effects that you’d like to hear right thank you Mark we’re gonna open it to questions if there are any and otherwise you can always reach out to your CET representative such as Tracy a Korean or crystal you can also email us at encore at encore business comm if you’re looking for a replay of the webinar or someone else to show it to within your organization or it can be pricing or licensing questions Marc can you just tell us a little bit about tableau story about how far you guys go back and you know some of the growth that has happened over the last few years absolutely tableau a lot like Google we came from a Stanford research department we have three founders two of which are from a computer science department one Pat hammerhand and other other crystal T Pat Hanrahan has a very interesting background as a graphics design animator for Pixar he worked on films such as Monsters Inc and has won numerous I believe Academy Awards for his work and animations so what happened and how this all came to be was we realized many people did not like interacting with databases and it was too difficult to get information presented to an end user it just took quite too much time and by the time we got the reports you know information has changed and so what happened was is we combined it we combined the information of business intelligence and human user computer interactions to create tableau we started about 10 years ago now and since a since after 3 years of our inception our revenue has grown almost double every single year I believe we are at about we’re hoping to go for about 700 700 million this year and all expectations to be a billion dollar company the following year so one thing I like to say is if if you’re not sold on tableau you know go check out the the data ticker because we haven’t been able to convince some other people good well thanks mark I appreciate your demonstration especially speaking the language of

Finance so if there are any more questions again feel free to reach out to us at encore encore business calm and otherwise thank you everyone for attending the encore tableau webcast that concludes our webcast