Emotional Intelligence – The Secret Sauce for your Career

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Hi,

Back in the day I was a young, bullish upstart, with an over-inflated opinion of myself. I’d come to work, think I was the bees knees and then watch as others moved past me in their careers. It was always someone else that got the promotion, or the great feedback, or the pay rise. How could that be? I just couldn’t work it out. Why were these people leaving me behind? What was the differentiating factor? It was all just so unfair!

Then as I got more experienced and read more it became clear that these people all had one thing in common. A secret sauce for success. Something that is present in almost all successful people and absent in many people that struggle. That magic ingredient is Emotional Intelligence (EQ).

EQ as a term was popularized in the mid-90s by journalist Daniel Goleman and is loosely defined as the ability of an individual to recognize, manage, and adapt their feelings to situations, and use those feelings to achieve success. Something that as a young gun I thought I had full control of, but was sadly mistaken.

When the whole EQ subject clicked into place, my career started to rocket. Everything changed. I delivered, I got on with people, I influenced and achieved. I managed conflicts and improved relationships. I gained more friends. Results were transformed. I enjoyed my work again.

EQ is a complex subject so I won’t attempt to explain it all here, but in a nutshell there are a handful of key components that I’ve found most valuable.

 

1. Awareness of self, others & situation

The first step in controlling emotions and EQ is to be able to recognise the current situation. How is your behaviour coming across to that person right now? How will that email comment be interpreted? If I do this, what might the outcome be? We all know the people that cause a scene by shooting off that angry email without thinking – that’s a sign of low EQ. The high EQ response is considered, thoughtful, calm and measured and ALWAYS achieves better results.

Next is to be able to recognize the mental state of others. A common example is being able to spot when someone may have lost control of a situation and looks ready to shoot that angry email or make a silly comment. The high EQ person would spot that, and then gently intervene to prevent an escalation. That’s classic awareness of others / situation.

 

2. Empathy and humility

A common characteristic of effective leaders, empathy isn’t just being able to listen. It’s about placing yourself in their shoes and not just responding with your own experiences or opinions.

For example, a team member may be having a hard time at home with illnesses and wants to speak to you.

 

Colleague: “I’m really struggling. My child is ill and it’s causing me a lot of stress. I’m finding it hard to sleep.”

Low EQ response: “Ah that’s bad. My son had a bad illness last year as well. I had to take time off and it was really stressful for my family. I’m still not recovered, maybe I need a holiday”

High EQ response: “Ah that’s bad. I’m really sorry to hear that. It must be really difficult for your family. Have you thought of taking some time off or seeking help from HR? There may be things we can do to help. “

 

A world of difference in the responses. And it’s not just verbal, body language can play a large part. Having a level of empathy is key to achieving results from your teams.

And then there’s humility and equanimity. Don’t get over excited when things go well, and don’t get too down when they go badly. Stay calm and in control. Hard to do, especially when it all hits the fan, but a key characteristic of people with high EI.

 

3. Social skills

High EQ leaders work tirelessly on their communications skills, conflict resolution and being able to give and receive constructive feedback. They regularly praise others for their achievements over taking credit themselves. They genuinely enjoy seeing their colleagues achieving great results

 

4. Motivation

The high EQ leader is motivated to succeed, believes in their own abilities, and is constantly striving to learn more and improve.  They set goals, monitor and manage performance and demand consistent excellence from themselves and their colleagues.

The best high EQ leaders set such a high example with quality of work and interpersonal relationships that they inspire and affect change without even trying. You’ll regularly find the best way to increase standards in a team is to lead by example.

Obviously there’s more to it than this, but those are the components I’ve had the most success with. Of course I’m not perfect and have to continuously work on my own EQ, but if I was asked to name the main factor that allowed me to progress professionally, it would be Emotional Intelligence.

Regards, Paul

Further reading

https://www.hrzone.com/perform/people/emotional-intelligence-do-you-know-the-four-basic-components

https://www.huffingtonpost.com/tracy-crossley/10-reasons-why-emotional-_b_6770864.html

https://www.amazon.co.uk/Daniel-Goleman-Emotional-Intelligence-GOLEMAN/dp/9382563806

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On Tableau Extensions

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Hello folks – I hope you’ve all recovered from TC18 in New Orleans? What a great gig that was!

Anyway, this post is about one of the most talked about new Tableau features – extensions. This is a new API that allows users to build their own plug-ins to Tableau Desktop, and do pretty much anything, and it hasn’t taken long for the extensions gallery to grow.

ext2

There’s already a ton of great stuff in the extensions gallery!

In the 6 or so years I’ve been working with Tableau, I’ve not seen any feature generate this much chat, debate and passion – certainly among my people, the server admin / COE community.

So here’s what I think about this topic;

 

What I like about extensions

Game changing functionality

There’s no doubt that extensions will lead to a great boost in Tableau functionality. We’ve already seen some excellent arrivals into the extensions gallery such as Show Me More, Write-Back, DataRobot Insights and Wordsmith. I have no doubt that will continue, and fully expect the brilliant Tableau community to build functionality that we haven’t even realised we want yet.

 

Fills gaps in the tool

We’re all pushing Tableau for more features, right? Well extensions must feel like a get out of jail free card for *some* Tableau dev teams. We kinda saw that with Interworks Powertools, which filled a number of gaps, albeit at a cost. I’m sure some extensions will emerge that take the heat off certain Tableau devs, maybe allowing those teams to switch focus to something else, safe in the knowledge that the extension has saved them a job. And that might ultimately lead to more innovation and a faster evolution of the tool.

 

Empowers the community

Placing such power in the hands of the super-enthusiastic and skilled Tableau community is exciting. For Tableau to create a conduit for us users to be able to feel like part of the Tableau dev world is powerful, not just with what we can create, but it’s also like we’ve been welcomed into Tableau’s world with a big embrace, knowing that any of us can contribute directly to the capabilities of the product, knowing that hey – I made that!

It’s a mark of respect for the Tableau community and a statement of trust from the vendor. Nice.

 

What I don’t like about extensions

Potential data leakage

This is obviously the big one. I’ve downloaded an extension, how do I know it’s doing what it says on the tin? Or at least not doing some extra stuff I don’t want?

At the Tableau Conference Server Admin meetup, our friend Tamas Foldi gave the audience a demo of a fictional extension he’d built. It went something like this. He downloaded the .trex file, installed it, then clicked OK to accept the terms and conditions (which displayed almost no info). The extension actually displayed cat pictures in a dashboard (Ann Jackson would have approved).

All fine or so it seemed. Until Tamas fired up a terminal and showed us that the extension was actually extracting all of the data from the workbook and sending it to some obscure URL. Grim.

evil-demo-01

Tamas Foldi’s demo of an extension stealing data

The above is hard to read so please click here for the higher resolution version 

This is the reality of extensions. Once you click that OK to accept the terms, you’re at the mercy of the code. And who knows what might happen then?

 

I can’t (reliably) turn it off on desktop

Given the security concerns I would wager that most admins would like to disable extensions on Tableau Desktop. This is possible with a registry edit, fiddly but achievable and easily done in the packaging process. Same as many of us did with the annoying auto-update feature. So that covers the vast majority of people in any enterprise, which will no doubt have their desktops locked down to prevent unauthorised software installs.

However, as in Jurassic Park, life finds a way. And some users will manage to install software. Not many, but some. And that’s a risk.

 

Vetting

As far as I’m aware, and confirmed by my chats with the extensions team, Tableau don’t check or scrutinize any of the extensions. It’s a public gallery and anyone can upload. Tableau don’t have to approve.

 

The Tableau UX

So there’s a reason that Tableau doesn’t have speedometers, egg-timers, traffic lights and

Will extensions turn Tableau into this?

other chart junk like other tools. It’s because at the heart of the tool is a dedicated research team that applies science to everything Tableau does. If it’s going into the tool then it better be best practice and have some theory behind it. It’s the same reason we don’t have 3D, despite the massive demand on the forums – it’s just not right.

That may not  be the case with extensions. It won’t be long before we get the first extension that produces chart junk, and then many of our Tableau dashboards will look like shit. It won’t matter how much research Tableau do.

 

Technical dependencies

As stated earlier, some of these extensions are pretty good. So in time I’m sure many of my users will come to love one or more extensions, and get great value from them.

But how can I, as an admin, guarantee that the extension will support that next version of Tableau? What if it doesn’t? I can’t hold back an upgrade just because one third-party component doesn’t work. What if the extension vendor decides to sunset their creation, either deliberately or just by getting bored of it? It’s us admins that will get shouted at.

 

Support dependencies

Some of these extensions will be popular. REALLY popular. And many will also be homebrew creations made by one person and their dog. Are they going to be able to handle the influx of emails and support requests that they’ll get after thousands of downloads? How do we even know that the vendor of an extension is legit? Do Tableau keep the pressure on extension vendors to provide decent support or keep the product up-to-date? I don’t think they’d have the cycles to do that.

 

More vendors to get to know

I’m already the vendor relationship manager for a bunch of companies here. Last thing I need is a whole lot more to worry about.

 

Server defaults are on

Now extensions can be disabled on server. And restricted to a whitelist. What I don’t like here is the fact that the default setting for server extensions is ON. Not cool.

Go vote up Mark Kernke’s forum idea to change that default setting.

 

Paid for extensions a huge potential headache

So here’s a conversation I’ve already had here.

User: Hey I wanna buy this extension, it's great. 
Me: Okay - well we need to evaluate it first.
User: Sure, and if you okay it I need you to put it on the server
Me: Who's paying for that then?
User: Well you are, aren't you?
Me: Baaahahahaha

I’ve caught this one at source, but I’m sure there will be a time when someone has already bought an extension (yes I know they shouldn’t, but…) and then they try to pressure me to pay for it on server.

 

Implementing extensions will take a long time in enterprises

Even for the extensions that we do decide to bring in, there’s gonna be a ton of work for my team.

Off the top of my head

  • Evaluate and test the extension on desktop
  • Evaluate and test on server
  • Penetration test and risk evaluation
  • Add to internal software catalogue
  • Establish vendor relationship
  • Work out commercials and support with vendor
  • Get vendor added to our approved supplier list and internally vetted
  • Package extensions
  • Train team in basic support of extension
  • Organise deployment
  • Ongoing support, upgrades & maintenance

I’m sure there’s more. And that would be needed for each one.

 

What I think might help

Now the server admins have been bantering about this for a while. It was seriously the talk of the town at the TC18 server admin meetup.

admins

A beautiful cluster of server admins at TC18

We’ve not been able to come up with many solutions to these problems as of yet but here are some that we did talk about.

Make them easy to disable on desktop

Not an issue for the packaged deployments, more for the rogue installs. We talked about this a lot. No-one could come up with a solution other than somehow tying it back to the licence key. Open to ideas.

 

Set default to off on server

There’s an easy one. And I hear Tableau are already on the case.

 

Digital signatures

Make this a requirement. Packaged, digitally signed extensions that can be easily hosted internally and therefore blocked from accessing the internet.

 

Tableau approved extensions

I’d like to see an upper-class of extension that has been approved by Tableau. Vendor checked out, support checked, code reviewed etc. Give them a special badge and pride of place in the gallery. If Tableau approve then I’m confident it’s not some amateur outfit.

 

So that’s the deal with extensions. Don’t get me wrong, I LOVE this feature. It’s very exciting and will undoubtedly lead to lots of innovation and some cool stuff that we haven’t even imagined yet. But we do need to be careful. The problems for the admin community are clear. I’m looking forward to working with Tableau devs, product managers and the wider community to solve them.

Comments invited, as always.

Regards, Paul

 

Our Tableau centre of excellence: Managing an Enterprise deployment of Tableau (Tableau Conference 2017)

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Hi – been asked for this video a few times. It’s my talk from Tableau Conference 2017.

Check out the presentation here

UBS: Our Tableau centre of excellence: Managing an Enterprise deployment of Tableau

At UBS we run a global Tableau Centre of Excellence, supporting 10k users across the business and IT. Over the last 3 years we have built a reputation as one of the most dynamic, well-run and user-focused IT services in the firm. In this session you will learn how we:
– Implemented and rolled out the infrastructure & application
– Manage upgrades & demand
– Run multiple training programs for users & execs
– Monitor performance, availability & capacity
– Run a dynamic, fun community of Tableau enthusiasts
– Work with the vendor to contribute to product evolution

This session will provide you with many practical tips and tricks to take back to your own organisations to enhance your deployments of Tableau.

This is part of the financial services track.

Speaker:
Paul Banoub, UBS
Content Type: Breakout
Level: Intermediate
Track: Enablement & Adoption
Tags: Financial Services

What to name your Tableau Server?

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Hello all. Yes, contrary to popular belief, I did indeed survive Tableau Conference 2017. I’ll admit it was a close thing, but I got through it!

Now back to business..

This one all started with a tweet from my good pal, the Wizard of Excel (and Tableau genius) Mr Dan Harrison (@danosirra) who was wondering what to name his Tableau server host.

This awakened the server admin in me (not that it’s ever asleep).. It also made me question Dan’s taste in music.

An example being…

And this is the point. Server naming is critical in any organisation, large or small.

Picture the situation – you get woken up at 2am by an alert or a call from an operator – server “superman” is down. Fine if you’re experienced and know the environment inside out, but what if you’ve only just joined the company. You know the servers are named after superheroes, but that’s it. Was the production server superman or spiderman? Or was it WonderWoman? Do you need to take action? It’s not clear and you need to dig into a server inventory system to get more info, and that takes time. And you’re new, so you can’t remember the URL for the inventory system.

You assume superman is your production server. But it’s not reachable via console, and you need to call someone to get into the datacenter to fix it. So you call the hardware team – sure they’ll go in, but they need to know if the server is in the London or the Birmingham datacenter? Errrr…

So you dispatch Server 5’O to fix the box, and then the next day you find out it’s a development machine and could wait. What a waste of time.

So you get the problem here. It’s very tempting to name servers after Simpsons characters or animals (I’d choose sharks obviously), but those names convey no organisational information and as such, are useless.

So what should you do?

There are tons of different naming conventions you can use. Here’s one that I like

When I get that call in the middle of the night I (or the hardware technician) will want to know..

  • Where is the server?
  • Is it production, Disaster Recovery, UAT or development?
  • What application is it? Tableau, obviously.
  • Which worker of my Tableau cluster is it?
  • What operating system is it?

So I get called and am told server lnpwtsw3.company.com is down. Let me think..

  • ln – London
  • p – Production
  • w – Windows
  • ts – Tableau Server
  • w3 – Worker 3

And with that info, I know it needs acting on now, which platform admin to call if it’s an OS issue, and where to send the hardware technician if it needs physically addressing. I also know which worker it is so what the potential impact to my cluster is.

Yes the server name is a little harder to remember, but that soon comes and it is possible to create a DNS alias to reflect a friendlier name if needed. There’s also a balance to be had in terms of character count etc.

Another example – this time server name is lndwtsw1

  • ln – London
  • d – Development
  • w – Windows
  • ts – Tableau Server
  • w1 – Worker 1

Fine, that’s development. I’ll go back to sleep and deal with it in the morning.

So as you can see, it’s pretty important. Not just for me and my Tableau environment, what if you’re a server admin in charge of 5000 servers across the globe? This needs to be right!

Anyway, that’s it. Pretty simple. For the record, Dan made his choice…

See you next time, Paul

Data driven interviewing with Tableau

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Hi

Continuing the series of posts where I explain how we are building an enterprise grade Tableau Centre of Excellence.

Here at Vizninja towers we pride ourselves on knowing Tableau & data. After all, we need to be able to add value and help users with their myriad queries.

So when we get the chance to hire, it is critical that we get the correct people. People with great skills in Tableau, data & visual analytics. People that can tell stories and make data come to life. People who want to help others see and understand their data. And being a data driven team we use data and visualisation to help us make the selection.

Our interview process goes like this.

  1. An initial screening call with the Agile BI service manager (that’s me!)
  2. A technical interview with the team
  3. An exercise involving Tableau Public
  4. A final chat with the big boss (that’ll be me one day)

Some more detail on a couple of these steps.

 

The Technical Interview

We have a series of technical questions that the team asks each candidate. The questions are split between Tableau Server and Tableau Desktop and also categorised in terms of complexity – e.g. Level 1, Level 2 & Level 3, (see here) with the more complex questions being at L3 level. So I wait until my team are in a bad mood and then I let them off their leash at the candidate….

Our interview viz. Created by @jakesviz

Click the image to get a better view of the tooltips. Apologies if they’re not so clear. Here’s what some of them look like. So we can see the exact question asked, points achieved and any comments.

On the dashboard, you can see the questions asked, the max points available per question and then the points attained per category and complexity. At the end we spit out a KPI that gives us some indication of a candidate’s capability. Note that a low score doesn’t necessarily indicate that a candidate is unsuitable. Often we see people who are super-skilled in Tableau Desktop but not experienced in Server (as in this case). A few weeks with the team will soon change that though. Our job is to create all-rounders in all aspects of Tableau.

So if the data checks out then the candidate moves on to the next stage.

 

The Tableau Public Exercise

For the next test we ask a candidate to choose a dataset from these public datasets and then create a viz on Tableau Public. The candidate then presents their viz to us and we look for the following

  • Good visual analytics best practice
  • Ability to create an engaging story and develop insight
  • Structured design process and ability to justify design choices

And if they’re really unlucky then @jakesviz will download the workbook and rip it to bits in front of them! Yes we are looking to see if you’ve commented your calculated fields!

Here’s what Jakub Jaros came up with..

https://public.tableau.com/profile/jakub.jaros#!/vizhome/SignigicantVolcanicEruptions/Main

Nice work huh? We thought so. So now you know where to go for your volcano information. This is a really important part of the interview process as the candidate presents their work to us and it can lead to discussion, debate and even argument. But it really gives a sense of whether someone loves dataviz and you sure need that if you want to work for me. We plan to add some data points to this stage so that we can come up with a final rating for each candidate.

After this, it’s a final chat with the big boss and hopefully a role with the team. And that’s when the fun really starts!

This approach has really resonated with senior management and as a result we are helping several other teams to adopt a similar process.

So there you are. That’s how we ensure we have the correct people to deliver a great service. Feedback appreciated in the comments.

Cheers, Paul

Meet the Penguins!

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makingof

 

OK here we go. Iron Viz competition time. I don’t viz that much so pleased to dust off Tableau Desktop and have a go. This competition is all about the natural world. A very interesting theme for me being a massive nature fan.

1. The Idea

I love nature. Thinking of a theme I reached back into childhood memories and for some reason I thought of long afternoons with my family at the zoo. Aside from the usual animals we always used to make a beeline for the penguins, something that still happens when I take my own family to the zoo. Everyone loves penguins!

However, I don’t think that many people know just how many different flavours of penguin there are. They live in varied locations, come in a host of different sizes and looks and not all of them live in cold countries. They do all stink though.

So I thought I’d use Penguins of the World as my subject for this viz. And here it is.

Go take a look at the viz!

 

2. Data

I got the data from a single source- https://seaworld.org/en/animal-info/animal-infobooks/penguin/

References to sited data is always good to see

Although I didn’t conduct any lengthy data validation exercise I was given some degree of confidence that the website has a detailed references section, siting the data sources. That’s always good to see and something that is mandatory in scientific papers and such like.

Now there’s tons of penguin data available out there. But I really didn’t have the time to spend days looking for that perfect data source. I also didn’t want to spend days transforming the data before I started vizzing so I settled on this one pretty quickly.  Then it was a copy and paste into Excel and I was off.

Always be on the lookout for good images to incorporate into your viz

One thing I did like was the fact that this page had some cool drawings of each penguin species. That instantly got me thinking of using them as Tableau shapes. It’s always a good idea to be on the lookout for images and drawings that can you can incorporate into your visualisations.

 

3. Viz Design

Now I’m probably not the only person in this competition to be heavily influenced by the master of these kind of visualisations, Sir Jonni of Walker. (@jonni_walker). And with that I thought I’d steal like an artist and try to emulate him.

Key design choices were to use a black background, with plenty of large images and the use of BANs (Big Assed Numbers) as callouts. Things that Jonni does all the time and that really create a visual impact. I also wanted to utilise the penguin images as a “penguin picker” to create some interactivity.

I also wanted a map to be a main feature of the viz as maps are not only informative, but visually striking, highly customisable and also act as a canvas on which to overlay images (in oceans etc.). I had a problem at first with the fact that Antarctica was one of the main locations, and that meant the bottom of the map had a straight edge, which looked ugly. This meant the map would have to meet the bottom of the viz to draw attention away from the abrupt edge.

The IUCN scale

I was pretty pleased with the highlighted IUCN status of each species. The icons looked nice and almost acted as a traffic light theme. Jonni thought they should be greyscale but I overruled him. Pfft – what does he know anyway?

In terms of Tableau content, only a couple of charts to show population, location, height and weight; but that was fine. It didn’t really need anything else.

I also wanted to include a section on famous penguins but it ended up overloading the viz and spoiling the theme. Although it did make me smile. Bonus question – can you name all of these famous penguins?

How many of these famous penguins can you name?

I also considered the use of an embedded YouTube video but decided against it.

I had fun choosing the title font, something that I think can make a huge difference to the viewer if chosen well. Regular fonts were somehow boring, and fonts with penguin characters looked too cluttered. I finally managed to settle on an Austin Powers style font, and then had the idea of alternating the colours to give that penguiny feel. I like it!

In the end I think the final result was ok. However this wasn’t one that I enjoyed. See below.

 

4. Challenges

This was my first viz in a while. I’ve spent the last 3 years knee-deep in Tableau Server and have a crazy busy job building a Tableau Centre of Excellence, supporting thousands of demanding users so I’m the first one to admit I don’t have the Tableau Desktop skills of people like Adam Crahen, Neil Richards, Pooja Gandhi et al.

The standard of skill out there in the community is crazy good. And that really was the main challenge. I found this viz a fairly stressful experience, it made me feel like a newbie all over again, simply because I’d be putting this out there against some stunning competition. I even considered not entering for a while. But hey, that’s not what the Tableau community is all about so I thought I’d have a go at it.

As mentioned earlier, I was deliberately trying to emulate Jonni’s style. Now that proved to be pretty difficult. I managed to create something reasonable, and fairly quickly, and began thinking to myself that hey this is a piece of cake, Jonni who?? But then it got harder. My ideas began to dry up and I found myself staring at an okay-ish viz but being unable to take that next step to make it better. Felt like vizzers block.

And that’s when I realised that the people who create these REALLY good vizzes have a lot of inherent natural skills and imagination that folks like me lack. So I gave Jonni a call and asked his advice. He came back with a number of suggestions, none of them earth-shattering, but much more subtle and delicate. Making the map larger, bringing highlight colours out from the penguin plumage were a couple of suggestions that made a huge difference to the impact of the viz. My point here is that the real geniuses of visual design have these thoughts occur naturally and without significant effort, folks like me have to learn them, or at least work a little harder than some others.

But hey, IronViz (and any vizzing) is all about learning. So I’m good with that.

Another challenge was that the Tableau part of this was pretty easy. That’s obviously great and what we want from our favourite application, but in terms of this viz I spent more time in image manipulation tools than in Tableau. And that really did detract from enjoyment. Come on Tableau! Make it harder for us to complete our vizzes!

 

5. Analysis & Story

So what can we take from this story? Here are some of the key observations that Tableau has allowed me to glean from the dataset.

  • All penguins live in the southern hemisphere, and some in hot countries
  • There are some seriously big populations, although some are endangered
  • They range from massive to teeny tiny
  • Main predators are Leopard Seals & Sea Lions
  • There are not one, but two penguin days in the calendar

So that’s it. I hope you enjoy the visualisation. If you do then please consider voting for me in the IronViz competition. And thanks to Jonni Walker for providing advice for this viz. Top man.

Good luck to all the other entries this year. Especially blinders like this from Ken Flerlage. – The Killing Fields – Viz / Blog.

Hmm. After all that writing I could do with a chocolate biscuit. Now which one……

Regards, Paul

What we got wrong building our Tableau service

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Hi

I spend a lot of time talking to other companies about how to put together a decent Tableau Centre of Excellence. And that’s cool. I love to help people and I also learn a ton from all the other great setups out there.

But that also gets me thinking. We are far from perfect. And we made a whole lot of mistakes on the way to building our service. So instead of talking about the good stuff we did, I thought I’d highlight what I think we got wrong.

So in no particular order of importance, here are our top mistakes

Onboarding

So you’ve done the demo, shown the capabilities of Tableau and your audience is wowed. They want it and they want it NOW! So how do you get them from wanting to having?

Well we didn’t do so well. Our purchasing is handled by another team and the process is fairly complicated. Our mistake was not building a solid enough relationship with the purchasing team early on and making an effort to understand the points of the process that could be improved. We kind of just let them get on with it when we could have offered more assistance. This meant that on occasion users had to wait up to 2 months before they actually got their licence! And sometimes that cost us users, who gave up during the process.

Eventually we got together and helped the purchasing team out. And now things are a lot better. My advice – if you see a team you have a dependency on are struggling, then speak to them and help them out. Sounds obvious, but on this occasion we didn’t.

Setting Expectations

I spend a lot of time talking to users, often at a senior level, asking them to feedback on their experience with Tableau. On the whole it’s great stuff that comes back, but occasionally I used to get surprised with users informing me that their experience was poor. Tableau didn’t do what they wanted, it was inflexible and hard to use.

That didn’t sound like the Tableau I know and love. So I did some more research and it turned out that the users who didn’t like Tableau were trying to get it to do something that it wasn’t designed for. Now that’s fine if you’re Allan Walker or Noah Salvaterra but most of my users aren’t that level – in fact few people are. And of course that meant the users were getting frustrated.

I think the comment that really resonated was “Tableau? That’s Excel online isn’t it?”. Er – NO IT ISN’T!

The problem was obvious. Users thought Tableau was something it wasn’t. And naturally they would get a degraded experience. So we created a document that clearly states what Tableau is good at, and what it isn’t good at. We make users read this doc when they sign up for the service so they know exactly what they are getting.

This was very successful and really cut down the instances of poor feedback.

Some related posts on this subject from Dan Murray, Matt Francis & Peter Gilks

Training from the Get-Go

I’m a self-learner. So is my team, and most of the people I work with. I’m sure you are as well, that’s why you’re here reading this. And as a result I expect others to be the same. And for the self-learner, the world of Tableau is great. Tons of bloggers, forums, help articles, Tweeters, online videos and all sorts of quality learning materials. It really is one of the strengths of Tableau IMHO.

So we created guides & 101 pages etc and told users to go and help themselves. And to be fair, some of them did. But not as many as we’d have liked. And as a result we got tons of newbie questions and consequently poor quality content on our server.

About 8 months into the service we decided to implement a structured, instructor led training programme, amongst other training initiatives. More details here. Much of the syllabus is covered by Tableau’s own online videos and other resources but for some reason, new users really responded to this structured course. As a result we saw a corresponding improvement in the quality of published content and a reduction in the basic level questions to the team. In hindsight we should have implemented this right at the start, rather than assuming everyone would be keen to self-learn.

Commercials

Much as I love Tableau, their commercial operation isn’t the most flexible. That’s not just my opinion, it has been mentioned in Gartner reports. As a result we’ve struggled to negotiate the most competitive packages that we could have done. There have been some valid reasons for that but I don’t think we put as much effort into resolving the related issues as we should have.

And that’s important. I don’t want to get the best price for the sake of it, in big enterprises there are a lot of competitive threats from other tools. If Tableau isn’t competitive with pricing then the people that make the technology decisions will be perfectly happy to rip it out and replace it with something else. Not what anyone wants.

Again much of this is down to relationship building. As our relationship with Tableau has grown, we’ve seen improvement in this area.

Gamification

I’m a big fan of gamification. It can really boost engagement and turn a good initiative into an awesome one. We’ve had a couple of half-hearted stabs at competitions, to try and get things going but there is so much more we can do. Hackathons, viz games, competitions and internal Iron Viz – we’ve got a ton of ideas but never made it happen yet.

I think that’s partially down to the wide geographical spread of my user base. It would be really hard to get people to show up in a particular location. Users are also insanely busy, would I be able to round up enough people to make it worthwhile? So lots of excuses and not a lot of achievement in this area. I’m open to ideas if you’ve got this one nailed.

That’s it for now. There may well be a part 2 to this as I’m sure there are more things that will come to mind as I cry myself to sleep thinking what a mess we’ve made of it all… 🙂

Thanks to the awesome Matt Francis for inspiring this post.

Happy vizzing, VN