BusinessOnline - Automating PPT with Tableau Dashboards
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The document outlines strategies for enhancing the utility of Tableau dashboards by integrating automated PowerPoint presentations with actionable insights. It emphasizes the importance of human interpretation in data analysis and presents examples illustrating how contextual data can optimize marketing decisions. Additionally, it details the technical approach for automating the export of Tableau visualizations into PowerPoint using tabcmd commands.
BusinessOnline - Automating PPT with Tableau Dashboards
- 1. January 2016 SD Tableau User Group Meeting Eric Ramos eric.ramos@businessol.com https://www.linkedin.com/in/eramos42 Tableau Dashboards Are Not Enough! Automating PowerPoint with Tableau Visualizations to Layer in Actionable Insights
- 2. Agenda + About BusinessOnline + Empowering People to Utilize Reporting Tools + Dashboards with Actionable Insights + Demo + Other Resources
- 3. About Us+
- 4. 4 ///////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////// People with Deep “Data Driven” Expertise Award Winning Digital Marketing Agency Data Know-How + Channel Expertise = The “Holy Grail” of marketing metrics and insights Business Analysts, Reporting Engineers, Developers, Best- in-class Technical Resources + Data Developers + Business Intelligence Experts + Marketing Technologists + Display + Programmatic + Search + Retargeting + Social + Marketing Automation
- 5. 5 ///////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////// Technology Enabled Service Offering Overview We use market driven software to enable greater analysis & insights.
- 6. 6 ///////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////// Justifying ROI of Business Intelligence Focus will be on Adoption of BI Tools by End Users Relevant Metrics to Consider when Calculating the ROI of a BI Initiative. Reference: www.perkinsconsulting.com
- 7. Empowering People to Utilize Reporting Tools +
- 8. 8 ///////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////// Automated Dashboards Are Not Enough! Tableau Adoption Although our team has been able to scale out tableau dashboard reporting for 40+ clients by leveraging the same data schema with flexible customizations, we found that some clients who have access to Tableau Server don’t login and prefer a human to present them with the actionable insights along with the context of the data. For that necessity, we have been experimenting with the Tableau Server Command Scripts to save images of Dashboards to a central directory where Programs like PowerPoint, Excel, and Word can inherit those images.
- 9. 9 ///////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////// Data with Actionable Context is Valuable Summary Humans are the catalyst in connecting the dots and driving actionable recommendations. By automating the Tableau Dashboards with the tabcmd functionality, we can layer in actionable context & insights to empower people within the organization to make better & faster decisions.
- 11. 11 ///////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////// Market Intelligence: Contextualizing Results Insights Example GEO DASHBOARD 75% of the Worst performing markets are located in rural areas, with low population density and where the client’s target audience concentration is below 50%. For ALL markets that fit this criteria, reallocate budget to best performing markets. + This external data layer (Public government data) help us understand why these markets are underperforming and enable us to make the necessary adjustments to optimize results 2 1+ The worst performing markets (identified in the previous slide) are displayed into a new bar chart, where we can contextualize their poor performance with an “external data layer”
- 12. 12 ///////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////// Digital Advertising Impact from Offline Activity Insights Example CHANNEL DASHBOARD + During January, higher investment in Paid media was done to leverage X exposure at the CES event + As a result, we delivered more leads, but also increased efficiencies (reduced CPL, and increased our avg. position on search) Recommendation: Spend more on paid Search
- 13. 13 ///////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////// Opportunity Influenced from Marketing Campaigns Insights Example Data Mined Data to Measure Following Key Metrics • 53% of Opportunities Influenced from Marketing • 2.5 Avg Qualified Leads/Contacts Per Opportunity • 4 Avg Touch Points Per Opportunity + Marketing wanted a way to demonstrate to the Sales organization how much opportunity was being influenced by Marketing, however couldn’t get that information out of their CRM Dynamics tool. + Via the Data Weld platform, we data mined the data leveraging our experienced business logic to successfully attribute marketing influence to an opportunity.
- 14. 14 ///////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////// Geographic Market Investment Forecast Insights Example + Visual representation of the markets in a matrix with 2 variables: Bounce Rate (Engagement) and Conversion Rate (Ability to Convert). The Size of each bubble represents the volume of whatever metric was selected. + The markets with an above average Bounce Rate and below average Conversion Rate are highlighted in blue, in the top left quadrant of the matrix. + These “low” performing markets will be further analyzed to contextualize their poor performance and will be subject to optimizations. GEO DASHBOARD BOL was able to anticipate and accurately forecast the decline in Sales and Web Leads before it happened, giving the client the information needed for budget decision making 18% % of Bad performing markets “Invest More” quadrant “Need to optimize” quadrant
- 15. Demo+
- 16. 16 ///////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////// Demo 1.Display of a Tableau Server Dashboard. 2.Using Windows Command Prompt (cmd), Run “Tabcmd Export Command” to Export PNG file to a Storage Directory. 3.Open Up PowerPoint and Link Saved Images and Close. 4.To Test the PowerPoint Linking Image functionality, swap different images with the same file names into that Storage Directory and Re-Open PowerPoint.
- 17. 17 ///////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////// Install tabcmd Step 0 Reference: http://onlinehelp.tableau.com/current/online/en-us/tabcmd_install.htm
- 18. 18 ///////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////// Display Published Tableau Server Dashboard Step 1
- 19. 19 ///////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////// Tabcmd command – export script Step 2 Open up the command prompt. Navigate and open the bash script file which contains something like the below. Images will be saved to a location you choose from in the bash script file
- 20. 20 ///////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////// Open Up Power Point and Link Images Step 3 Insert Pictures Choose Pictures Click on Dropdown where Insert is located and choose “Insert & Link”
- 21. 21 ///////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////// Testing PowerPoint Link Images Feature Step 4 Replace the images files in the same directory with different images, however keeping the same file name. BEFORE AFTER
- 22. Other Resources+
- 23. 23 ///////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////// Tabcmd commands & examples http://onlinehelp.tableau.com/current/server/en- us/tabcmd_cmd.htm http://kb.tableau.com/articles/knowledgebase/using -tabcmd
- 24. 24 ///////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////// Tabcmd – additional export features http://onlinehelp.tableau.com/current/server/en-us/tabcmd_cmd.htm#id7cb8d032-a4ff-43da-9990-15bdfe64bcd0
- 25. 25 ///////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////// Workbook Automation in Tableau’s Tabcmd https://mliang1.wordpress.com/2013/06/23/workbo ok-automation-in-tableaus-tabcmd/ https://www.interworks.com/blog/ktreadwell/2012 /09/07/automating-dashboard-delivery-using- tabcmd