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Intro to Tableau - SL Dev Group.pdf

Salesforce.com Developer Community
Salesforce.com Developer Community

Tableau can help anyone see and understand their data. Connect to almost any database, drag and drop to create visualizations, and share with a click. Let's learn Tableau from a Salesforce MVP.. Marks passion is enabling a data-driven transformation with intelligent, actionable insights. He is a recipient of the coveted Gold Hoodie (2017) award, and is a published author, thought leader, and global Salesforce event speaker. Mark loves building smart business analytics that really works, combining business acumen with technical skill to create intelligent and informed insights. With a background in mathematics and engineering, Mark is passionate about solving problems using technology and data. He founded and led a Salesforce partner business, ClearR, for four years, delivering outstanding analytics solutions for Salesforce customers.

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Learning Tableau Session 1 Introduction to Tableau Salesforce Developer Group, Colombo, Sri Lanka July 30, 2022
Mark Tossell Lead Solution Engineer, Tableau @marktossell | mtossell@salesforce.com
Forward-Looking Statements "Safe harbor" statement under the Private Securities Litigation Reform Act of 1995: This presentation contains forward-looking statements about the company's 鍖nancial and operating results, which may include expected GAAP and non-GAAP 鍖nancial and other operating and non-operating results, including revenue, net income, diluted earnings per share, operating cash 鍖ow growth, operating margin improvement, expected revenue growth, expected current remaining performance obligation growth, expected tax rates, stock-based compensation expenses, amortization of purchased intangibles, shares outstanding, market growth, environmental, social and governance goals and expected capital allocation, including mergers and acquisitions, capital expenditures and other investments. The achievement or success of the matters covered by such forward-looking statements involves risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions prove incorrect, the companys results could di鍖er materially from the results expressed or implied by the forward-looking statementsit makes. The risks and uncertainties referred to above include -- but are not limited to -- risks associated with the e鍖ect of general economic and market conditions; the impact of geopolitical events, natural disasters and actual or threatened public health emergencies, such as the ongoing Coronavirus pandemic; the impact of foreign currency exchange rate and interest rate 鍖uctuations on our results; our business strategy and our plan to build our business, including our strategy to be the leading provider of enterprise cloud computing applications and platforms; the pace of change and innovation in enterprise cloud computing services; the seasonal nature of our sales cycles; the competitive nature of the market in which we participate; our international expansion strategy; the demands on our personnel and infrastructure resulting from signi鍖cant growth in our customer base and operations, including as a result of acquisitions; our service performance and security, including the resources and costs required to avoid unanticipated downtime and prevent, detect and remediate potential security breaches; the expenses associated with our data centers and third-party infrastructure providers; additional data center capacity; real estate and o鍖ce facilities space; our operating results and cash 鍖ows; new services and product features, including any e鍖orts to expand our services beyond the CRM market; our strategy of acquiring or making investments in complementary businesses, joint ventures, services, technologies and intellectual property rights; the performance and fair value of our investments in complementary businesses through our strategic investment portfolio; our ability to realize the bene鍖ts from strategic partnerships, joint ventures and investments; the impact of future gains or losses from our strategic investment portfolio, including gains or losses from overall market conditions that may a鍖ect the publicly traded companies within our strategic investment portfolio; our ability to execute our business plans; our ability to successfully integrate acquired businesses and technologies; our ability to continue to grow unearned revenue andremaining performance obligation; our ability to protect our intellectual property rights; our ability to develop our brands; our reliance on third-party hardware, software and platform providers; our dependencyon the development and maintenance of the infrastructure of the Internet; the e鍖ect of evolving domestic and foreign government regulations, including those related to the provision of services on the Internet, those related to accessing the Internet, and those addressing data privacy, cross-border data transfers and import and export controls; the valuation of our deferred tax assets and the releaseof related valuation allowances; the potential availability of additional tax assets in the future; the impact of new accounting pronouncements and tax laws; uncertainties a鍖ecting our ability to estimate our tax rate; uncertainties regarding our tax obligations in connection with potential jurisdictional transfers of intellectual property, including the tax rate, the timing of the transfer and the value of such transferred intellectual property; the impact of expensing stock options and other equity awards; the su鍖ciency of our capital resources; factors related to our outstanding debt, revolving credit facility and loan associated with 50 Fremont; compliance with our debt covenants and lease obligations; current and potential litigation involving us; and the impact of climate change. Further information on these and other factors that could a鍖ect the companys 鍖nancial results is included in the reports on Forms 10-K, 10-Q and 8-K and in other 鍖lings it makes with the Securities and Exchange Commission from time to time. These documents are available on the SEC Filings section of the Investor Information section of the companys website at. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements, except as required by law. Third party trademarks are the property of their owners.
Thank you
Agenda - Introduction to Tableau - Live demo - Discussion
We help people see and understand data
Data-driven organizations perform better Get a complete picture Make smarter decisions, faster Empower everyone 23X More likely to add customers* 1.5X More likely to grow revenue >10%** 9X more likely to retain customers* *McKinsey, Five Facts **McKinsey, Catch Them If You Can
But organizations are falling short Success requires building a Data Culture. 92% Organizations failing to scale analytics* 95% Say that Cultural Challenges are blocking progress ** *McKinsey, Catch Them If You Can **Deloitte Survey 2019
So What?
Shareable, secure data changes everything Executive Director, State government Tableau customer
Intro to Tableau - SL Dev Group.pdf
What does a data culture look like? Speed to insight is critical Working in silos Alignment & visibility Gut-based decision making Proactive problem solving Duplicative data e鍖orts Increase in productivity We are overwhelmed by data, underwhelmed by insight. FORTUNE 500 COMPANY CEO
Prioritized a balance of data access and control to give more people access to more data. Deepened engagement through a gami鍖ed structure to learning and training. Encouraging knowledge sharing across 30,000-person community Business outcomes: Enabled 500 teams to make strategic decisions about the health of the bank. Increased transparency and ability to innovate. Saved thousands of wasted hours of reporting time.
Innovative Platform Proven Methodology Passionate Community Partnering Together TECHNOLOGY CULTURE +
Worlds Leading Analytics Platform Deploy Anywhere Security Governance Compliance APIs & Ecosystem Engage & Interact Analytics Data Management AI/ML Complete & Trusted Picture Smarter Decisions Faster Empower Everyone Tableau Online (SaaS) Salesforce Hyperforce On-prem Server Salesforce Mulesoft Cloud Data Databases Files Data Prep Catalog Query Federation Security Visual Analytics Advanced Analytics Augmented Predictive Business Science Data Science Connect to All Data Self-service Exploration Storytelling & Dashboards Sharing & Collaboration Discovery & Noti鍖cations Predictions & Explanations Action & Work鍖ow Native in Salesforce Embedded Native in Slack Natural Language Analytics Apps Desktop Browser Mobile Devices LIVE AND IN-MEMORY Public Cloud Server & Containers
[See previous slide] Which reporting tool 鍖ts who?
User Experience Optimized for CRM: contextual; actionable; operationalized; AI/ML Salesforce process intelligence Enterprise, general B.I. platform. Leverage data warehouse. Embed into non-Salesforce apps. Data Connectors Data Prep Data visualizations Security and Compliance Leverage Salesforce security and sharing settings out of the box Build to leverage enterprise data schemes Data Location Salesforce 1st party cloud on-platform solution On-prem and cloud (Tableau or public cloud) EMbedded, no-code AI/ML Einstein predictions integration Inherits Salesforce security Di鍖erences Between CRMA and Tableau
Deployment Monitoring Maintenance Education Measurement Analytics Best Practices Communications Engagement Support Trusted & Governed Analytics Strategy Exec Advocacy & Project Teams BLUEPRINT Community Pro鍖ciency Agility
Intro to Tableau - SL Dev Group.pdf
Tableau + Salesforce Better Together
Analytics People Love to Use
Breaking down barriers to scaling analytics with Blueprint Enhanced engagement to produce better results. Scaling analytics across the organization, coaching sta鍖, franchises, and member unions with Blueprint. Business outcomes: Analyzed data 10x faster with centralized player health and training data. Detected new insights to bring in doctors and therapists to improve performance. Delivering on employee demand for data to grow fan base and participation.
Demo time!
Whats Next Download a free trial of Tableau Dive into Tableau Public Learn more using our online resources:
Learning Resources Free Training Videos: https://www.tableau.com/learn/training/20222 Tableau Test Drive: https://www.tableau.com/learn/series/virtual-test-dri ves-anz Embedded on-demand webinar: https://www.tableau.com/learn/webinars/embedded -analytics-vault Tableau E-Learning: https://www.tableau.com/learn/training/elearning
Thank you!

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Intro to Tableau - SL Dev Group.pdf

  • 1. Learning Tableau Session 1 Introduction to Tableau Salesforce Developer Group, Colombo, Sri Lanka July 30, 2022
  • 2. Mark Tossell Lead Solution Engineer, Tableau @marktossell | mtossell@salesforce.com
  • 3. Forward-Looking Statements "Safe harbor" statement under the Private Securities Litigation Reform Act of 1995: This presentation contains forward-looking statements about the company's 鍖nancial and operating results, which may include expected GAAP and non-GAAP 鍖nancial and other operating and non-operating results, including revenue, net income, diluted earnings per share, operating cash 鍖ow growth, operating margin improvement, expected revenue growth, expected current remaining performance obligation growth, expected tax rates, stock-based compensation expenses, amortization of purchased intangibles, shares outstanding, market growth, environmental, social and governance goals and expected capital allocation, including mergers and acquisitions, capital expenditures and other investments. The achievement or success of the matters covered by such forward-looking statements involves risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions prove incorrect, the companys results could di鍖er materially from the results expressed or implied by the forward-looking statementsit makes. The risks and uncertainties referred to above include -- but are not limited to -- risks associated with the e鍖ect of general economic and market conditions; the impact of geopolitical events, natural disasters and actual or threatened public health emergencies, such as the ongoing Coronavirus pandemic; the impact of foreign currency exchange rate and interest rate 鍖uctuations on our results; our business strategy and our plan to build our business, including our strategy to be the leading provider of enterprise cloud computing applications and platforms; the pace of change and innovation in enterprise cloud computing services; the seasonal nature of our sales cycles; the competitive nature of the market in which we participate; our international expansion strategy; the demands on our personnel and infrastructure resulting from signi鍖cant growth in our customer base and operations, including as a result of acquisitions; our service performance and security, including the resources and costs required to avoid unanticipated downtime and prevent, detect and remediate potential security breaches; the expenses associated with our data centers and third-party infrastructure providers; additional data center capacity; real estate and o鍖ce facilities space; our operating results and cash 鍖ows; new services and product features, including any e鍖orts to expand our services beyond the CRM market; our strategy of acquiring or making investments in complementary businesses, joint ventures, services, technologies and intellectual property rights; the performance and fair value of our investments in complementary businesses through our strategic investment portfolio; our ability to realize the bene鍖ts from strategic partnerships, joint ventures and investments; the impact of future gains or losses from our strategic investment portfolio, including gains or losses from overall market conditions that may a鍖ect the publicly traded companies within our strategic investment portfolio; our ability to execute our business plans; our ability to successfully integrate acquired businesses and technologies; our ability to continue to grow unearned revenue andremaining performance obligation; our ability to protect our intellectual property rights; our ability to develop our brands; our reliance on third-party hardware, software and platform providers; our dependencyon the development and maintenance of the infrastructure of the Internet; the e鍖ect of evolving domestic and foreign government regulations, including those related to the provision of services on the Internet, those related to accessing the Internet, and those addressing data privacy, cross-border data transfers and import and export controls; the valuation of our deferred tax assets and the releaseof related valuation allowances; the potential availability of additional tax assets in the future; the impact of new accounting pronouncements and tax laws; uncertainties a鍖ecting our ability to estimate our tax rate; uncertainties regarding our tax obligations in connection with potential jurisdictional transfers of intellectual property, including the tax rate, the timing of the transfer and the value of such transferred intellectual property; the impact of expensing stock options and other equity awards; the su鍖ciency of our capital resources; factors related to our outstanding debt, revolving credit facility and loan associated with 50 Fremont; compliance with our debt covenants and lease obligations; current and potential litigation involving us; and the impact of climate change. Further information on these and other factors that could a鍖ect the companys 鍖nancial results is included in the reports on Forms 10-K, 10-Q and 8-K and in other 鍖lings it makes with the Securities and Exchange Commission from time to time. These documents are available on the SEC Filings section of the Investor Information section of the companys website at. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements, except as required by law. Third party trademarks are the property of their owners.
  • 5. Agenda - Introduction to Tableau - Live demo - Discussion
  • 6. We help people see and understand data
  • 7. Data-driven organizations perform better Get a complete picture Make smarter decisions, faster Empower everyone 23X More likely to add customers* 1.5X More likely to grow revenue >10%** 9X more likely to retain customers* *McKinsey, Five Facts **McKinsey, Catch Them If You Can
  • 8. But organizations are falling short Success requires building a Data Culture. 92% Organizations failing to scale analytics* 95% Say that Cultural Challenges are blocking progress ** *McKinsey, Catch Them If You Can **Deloitte Survey 2019
  • 10. Shareable, secure data changes everything Executive Director, State government Tableau customer
  • 12. What does a data culture look like? Speed to insight is critical Working in silos Alignment & visibility Gut-based decision making Proactive problem solving Duplicative data e鍖orts Increase in productivity We are overwhelmed by data, underwhelmed by insight. FORTUNE 500 COMPANY CEO
  • 13. Prioritized a balance of data access and control to give more people access to more data. Deepened engagement through a gami鍖ed structure to learning and training. Encouraging knowledge sharing across 30,000-person community Business outcomes: Enabled 500 teams to make strategic decisions about the health of the bank. Increased transparency and ability to innovate. Saved thousands of wasted hours of reporting time.
  • 15. Worlds Leading Analytics Platform Deploy Anywhere Security Governance Compliance APIs & Ecosystem Engage & Interact Analytics Data Management AI/ML Complete & Trusted Picture Smarter Decisions Faster Empower Everyone Tableau Online (SaaS) Salesforce Hyperforce On-prem Server Salesforce Mulesoft Cloud Data Databases Files Data Prep Catalog Query Federation Security Visual Analytics Advanced Analytics Augmented Predictive Business Science Data Science Connect to All Data Self-service Exploration Storytelling & Dashboards Sharing & Collaboration Discovery & Noti鍖cations Predictions & Explanations Action & Work鍖ow Native in Salesforce Embedded Native in Slack Natural Language Analytics Apps Desktop Browser Mobile Devices LIVE AND IN-MEMORY Public Cloud Server & Containers
  • 16. [See previous slide] Which reporting tool 鍖ts who?
  • 17. User Experience Optimized for CRM: contextual; actionable; operationalized; AI/ML Salesforce process intelligence Enterprise, general B.I. platform. Leverage data warehouse. Embed into non-Salesforce apps. Data Connectors Data Prep Data visualizations Security and Compliance Leverage Salesforce security and sharing settings out of the box Build to leverage enterprise data schemes Data Location Salesforce 1st party cloud on-platform solution On-prem and cloud (Tableau or public cloud) EMbedded, no-code AI/ML Einstein predictions integration Inherits Salesforce security Di鍖erences Between CRMA and Tableau
  • 18. Deployment Monitoring Maintenance Education Measurement Analytics Best Practices Communications Engagement Support Trusted & Governed Analytics Strategy Exec Advocacy & Project Teams BLUEPRINT Community Pro鍖ciency Agility
  • 22. Breaking down barriers to scaling analytics with Blueprint Enhanced engagement to produce better results. Scaling analytics across the organization, coaching sta鍖, franchises, and member unions with Blueprint. Business outcomes: Analyzed data 10x faster with centralized player health and training data. Detected new insights to bring in doctors and therapists to improve performance. Delivering on employee demand for data to grow fan base and participation.
  • 24. Whats Next Download a free trial of Tableau Dive into Tableau Public Learn more using our online resources:
  • 25. Learning Resources Free Training Videos: https://www.tableau.com/learn/training/20222 Tableau Test Drive: https://www.tableau.com/learn/series/virtual-test-dri ves-anz Embedded on-demand webinar: https://www.tableau.com/learn/webinars/embedded -analytics-vault Tableau E-Learning: https://www.tableau.com/learn/training/elearning