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Tableau Stack intro

The data revolution has brought many changes to the world of business. Now, instead of relying on instincts and past experience, businesses turn into data-driven decision making in order to improve their operations and gain a competitive edge. As the market-leading choice for modern business intelligence, analytics platforms help businesses use data to make better decisions faster.

Analytická platforma Tableau nabízí rychlé a flexibilní dashboardy, které vám umožní analyzovat data jako nikdy dříve. Tato analytická platforma nenutí uživatele do přednastavených reportovacích šablon, kterého omezují v tom, co může vidět a následně dělat. Naopak mu umožňuje vytvářet různé diagramy, grafy, mapy, dashboardy a příběhy pro vizualizaci a analýzu dat. Nástroj si získal pozornost profesionálů z různých oblastí, včetně obchodu, výzkumu, průmyslu i akademické sféry.  

Abyste získali o datech přesnou představu, musíte mít dobré vizualizační schopnosti. Nástroj Tableau umožňuje připojit se k více datovým zdrojům, propojit je, vytvářet dashboardy a sdílet je s ostatními v rámci organizace. S Tableau je také možné vytvářet interaktivní vizualizace, dashboardy a reporty, které lze použít pro interní i externí reporting. Nabízí celou řadu funkcí, díky kterým je používání tohoto softwaru snadné pro všechny, od začátečníků po pokročilé uživatele. Například díky drag-and-drop funkcionalitě mohou interaktivní dashboardy a reporty snadno vytvářet i začátečníci. Pokročilí uživatelé zase mohou těžit z nabídky vestavěných funkcí a vytvářet vizualizace na míru s minimální znalostí programování.

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How it works?

There are several phases from data collection to its consumption:

Before we can analyze the data, we need to connect to it. Tableau offers more than 90 connectors. Our data can be stored on a computer in a spreadsheet or text file, or in a big data, relational or cube (multidimensional) database on a server in the enterprise, or in a cloud database source such as Google Analytics, Amazon Redshift or Salesforce.

An intermediate step can be further data cleaning and preparation, called Self-service data preparation. Using the Tableau platform is a simpler visual and direct way to combine, shape and cleanse data. Tableau make it easier for analyst and business users to start their analysis, faster.

There are various ways you can perform more advanced analyses in Tableau. Ask Data feature, where the user gets answers from the data by simply asking a question. Data Prediction. Intuitive interactions and much more. Tableau is low code/no code and can be operated without knowing any programming language. Therefore, anyone can analyze data.

The output of your analyses, reports and interactive dashboards can be shared with your colleagues directly via Tableau Online (SaaS) or Tableau Server (on-premises), where full data security is ensured and only the colleagues you share the output with will see the output. With the help of various alert settings, consumers of analytics will always know in time if something happens in the data that they should know about. This makes it very easy to adopt Self-service BI in your organization and make it faster and more efficient to be data-driven.

Another option is to promote your data to the Tableau Public as the portal is called, allows you to publish your data visually without license and for free. Tableau Public can thus be used for marketing and other promotional purposes.

In a world of data and endless connectivity and ubiquitous information, you can be informed about your organization’s performance anytime, anywhere. The Tableau mobile app allows you to manage your organization from anywhere. Of course, you can also conveniently interact with dashboards through the Tableau Online/Server environment in your browser or have reports embedded directly on your intranet page as embedded analytics.

Typical uses cases:

The client (a telco provider) was struggling with the problem of turnover of experienced operators in call centers. The aim of the project was to understand the cause of attrition and based on this understanding, predict the attrition of specific employees. The solution was to serve team leaders to work with employees at risk of leaving.

Together with the client, we identified hypotheses related to employee retention and attrition. The project collected the necessary data and trained a model of attrition. In total, we evaluated 466 predictors of voluntary employee attrition. Based on user stories collected from team leaders, we designed a dashboard to help with employee retention (who is at risk of leaving, for what reasons, and how to work with them).

This project showed to the client how to systematically use their own HR data to make effective people management decisions based on data. Using predictive analytics, we helped the client gain insight into their employees at higher risk of leaving and also insights into the factors that are typically associated with employees' decision to leave. The predictive model was able to satisfactorily identify employees with a high probability of leaving in the following periods 1 3 months.

Nowadays, digitization and business transformation change the original perception of business – our clients and their customers reduce the need to attend touchpoints physically. When it comes to the definition of “physical touchpoints”, we can understand it as any way consumers can interact with a business organization person-to-person. But since there is not so much interest, why not start optimizing these physical places, right?

To identify the consumption of (non)customers of branches in a certain area, we help by defining polygons around the located branches to show the reach at a distance chosen by the client. The overlap that may arise will help us identify the density of branches in the context of the area and the possible cannibalism of (non)customers of branches of the same bank.

One way of defining a polygon can be a simple buffer, a distance in the form of a circle around the points, the other way could be an advanced geospatial analysis called isochrones.

Even if your business may already have a robust network of branches, stores or other customer touchpoints, location intelligence may come in handy for its optimization. Sometimes hard decisions like reducing the number of branches must be made, especially if there have been significant changes on the market or if you are planning on merging multiple branch networks.

A real-time dashboard we developed for a major car manufacturer helping their CFO and Plant manager monitor and optimize performance, costs and safety. We developed a special interactive view for each of the end-users (CFO, Plant manager) based on their business objectives to bring them relevant data in context and frequency (for Plant manager in real time).

With real-time management in production, you can achieve informed and efficient management of capacity and resources. Using the Tableau mobile app, the entire operation can be monitored at any time and from anywhere.