Tableau Conference 2016 – full prep details

Earlier in the week I wrote a blog post promising to share with you a slide deck put together that walks through what you should prepare yourself for with regards to the Tableau Conference in Austin, TX.

I’m happy to share with you not only the slide deck, but also a video of me presenting this information to the Phoenix Tableau User Group.  This was originally recorded live via Periscope and broadcast on social media.  I’ve saved the recording, cut it down a little, and packaged it on YouTube.  The video is completely raw – true to life video taken on my iPhone 7 Plus.

In tandem I uploaded the slide deck to SlideShare connected to my LinkedIn profile.  Check it out if you get a chance:

Prepping for #data16

The last 6 months have been a huge whirlwind for me in terms of Tableau and the Tableau community.  I started out the year attending a Saturday workshop on Tableau and am now a Desktop Certified Professional and two month veteran Tableau User Group leader.

The whirlwind has been part of my 2016 vision – to get more involved in Tableau and reaffirm (maybe strengthen is a better term) my commitment to data visualization.

Right around this time last year (think TC15) is when the rumbling of ideas mentioned above started to take shape.  I wish I had been a little more agile and pushed to go to TC15.  I know it would have been an overwhelming newbie experience.  Alas, I didn’t do that, so I’m now jumping in to TC for the first time this year.

To help usher others into the conference and to leverage my community, I thought a great topic for our upcoming user group session would be the conference.  Selfishly it has multiple purposes: get seasoned Tableau users interested in coming to our monthly user group, not be lonely in Austin, and (most significantly) force myself to dig deep into the heart of what I can expect at #data16.

So here’s what I’ve learned so far, and the mistakes I’ve made so far:

  • Pre-conference starts Sunday/Monday – I scheduled my flight pretty late on Monday and may miss out on portion of the Data + Women meetup
  • Hotel booking during conference purchasing – I didn’t do this because I was afraid to have my corporate card charged, didn’t realize there was no charge until October (now I am maybe 6 miles away from the epicenter)
  • Hands-on training sessions are 2 hours – that really eats away with sheer bulk learning opportunities
  • The month leading up to the conference is zooming- I should have prepped for a Phoenix mixer pre-conference, and scoped out a time/place for us to meetup in Austin.

Tips and tidbits I’ve picked up along the way that I think will be extremely valuable:

  • Pack extra battery/power for electronic devices
  • Bring business cards – I actually caught this one in time to get some printed
  • Ramp up social media – I’m trying!
  • Plan out food
  • Get the app – the app is all powerful
  • There are social/networking opportunities not to be missed, meetups and the nightly gatherings
  • Prepare for swag (admittedly I need to get more courageous about asking vendors for swag)

And one of the most valuable tips I read was to step outside of my industry comfort zone.  I think this is one key piece of advice that will go the distance.  I love understanding how people solve their problems and then using their solutions to help solve mine.  Some of the heartache in the healthcare industry may be easily solved by a perception shift on tools and techniques used in the financial world.

My game plan for #data16 is to be as transparent as possible (without acquiring a stalker) about my whereabouts and keep everything casual.  I’m committed to minimizing FOMO and maximizing living in the moment.  And as part of my mission to enable others to harness the power of data visualization/visual analytics (and the power that Tableau has toward that), I feel it’s my duty to demonstrate and make the entire experience accessible.  Some of my favorite UG feedback has been that I make Tableau and data fun and accessible.

Look for me to share my humble deck after Thursday’s PHXTUG meeting and I hope to hang out with you at #data16 (even if that means virtually!).

Funnel Plots

As I continue to read through Stephen Few’s “Signal: Understanding What Matters in a World of Noise” there have been some new charts or techniques I’ve come across.

In an attempt to understand their purpose on a deeper level (and implement them in my professional life), I’m on a mission to recreate them in Tableau.

First up is a funnel plot. Stephen explains that funnel plots are good when we may need to adjust something before an accurate comparison can be made. In the example video, I adjust how we’re looking at the average profit per item on a given order compared to all of the orders.

What’s interesting is that in tandem with this exercise, I’m working on an quantitative analysis class for my MBA, so there was quite a bit of intersection. I actually quickly pulled the confidence interval calculation (in particular the standard error equation) from the coursework.

I find that overall statistical jargon is really sub-par in explaining what is going on, and all the resources I used left me oscillating between “oh I totally get this” and “I have no idea what this means.” To that end, I’m open to any comments or feedback to the verbiage used in the video or expert knowledge you’d like to share.

Link to full workbook on Tableau public for calculated fields: https://public.tableau.com/views/FunnelPlot10_2_16/Results?:embed=y&:display_count=yes