How To Train Your Tableau Users


Hello there,

More tips coming to help you build that dream Tableau Server setup in your global Enterprise…. This time we focus on training.

Training is a critical subject. It won’t take long before someone asks you about your strategy or what you offer so you’ll need to ensure you have a professional sounding answer. Here’s what I offer my users. Hopefully some of this will be useful.

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Training gets pride of place on our community site

General Considerations

Before I get into the specific offerings there are a few things you need to consider.

 

Branding is Critical!

So before I describe what we offer, you’ll notice that we have snappy names for each of these offerings. It’s not just “Tableau Training”. Much of Tableau’s success is down to stellar marketing and branding – take “Tableau Dr.” for example.

So make sure you think about what you are offering, how it will be perceived and how you can maximise adoption. A memorable and consistent name is key here. Each offering also has a nice-looking one pager in our Sharepoint slide library and an appropriate user-facing page / description on our community site so that we can give people all the info at a moments notice. The more effort you put into branding the better things will be.

You’ll also find that any of these offerings are easily transferable to teams / services that may be related to your area so there are a ton of collaboration opportunities here.

 

Consider the Timezones

If you’re like me then you’ll have users all over the globe. That means timezone aggro. You’ll generally need to double up most of your offerings. We are based in London so we have an early session for Asia/Pacific and an afternoon session for Europe/Africa/USA. Users will really appreciate this extra effort.

 

Don’t Worry About Attendance

It’s important not to get fixated on how many people are attending your sessions. Sometimes we get 3 people, sometimes we get dozens. Don’t worry about it. Training 3 people is better than none. And often the smaller sessions have better engagement.

 

Manage the Schedule, Don’t Let it Manage You!

You’re gonna get a LOT of requests for training. Make sure you control the schedule. Don’t be scared to tell users when the next scheduled session is and that they can join it. Don’t be scheduling things on demand of users or you’ll lose control completely. If training is regular and consistent then users will settle into a pattern and you’ll be able to manage your team’s time much more efficiently.

 

Track your Results

Training gets a lot of focus with senior management. You (or your manager) will get asked plenty about how many people you’re training and from what business area / region they are.

As we are all data people it’s much better to SHOW the execs the data rather than tell them you’re just “doing loads of training”. We have several Tableau vizzes that track the attendance at each of our training offerings. We then blend that with staff / hierarchy data to allow detailed reporting on all of the modules. That makes a much better impression.

For example just checking our viz now I can see that my team has done 545 Tableau Dr. Sessions this year, covering 277 different individuals. That’s almost 550 man hours of training on Dr. Sessions alone. Right there, evidenced and visualised. That makes a much bigger impression with the folks at the top.

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Tracking our training…

Don’t Get Lazy!

All this training can be a real time-burner. I’m sure some of you are thinking why don’t you just record the sessions and chuck the video online. And we get asked that. But never under-estimate the value of Instructor-Led sessions over videos. Our sessions are interactive, dynamic, enjoyable and make the users feel valued. They can be funny, and go in different directions according to the particular vibe in play. So don’t cave in to laziness, make sure the sessions happen and that they have that human touch.

So those are the general things to be aware of. I’ll now describe the specific options we have for training at my organisation.

 

Specific Training Offerings

Tableau Self-Learning Pipeline

I love self learning. Getting stuck into a manual, book or video. Or just firing up Tableau and seeing where it takes me. And you’ll get a lot of users that are the same. It’s always great to allow the self-learners to flourish, and it has the added benefit of not using your team resources.

You’ll get asked these questions hundreds of times, so make sure that you have all the relevant materials easily accessible on your community page.

  • What is Tableau?
  • How do I get Tableau?
  • How much does Tableau cost?
  • How can I get started with Tableau?

Our 101 page is top of the Community site in a super easy-to-find location. We refer our users to

This is generally more than enough for your average self-learner to get stuck into.

 

Create a Training Hierarchy

Users operate at different levels of ability and interest. So it is important that your training caters for that. It also looks great if you can demonstrate an end to end understanding of training. In addition to the self-learning pipeline, we offer the following.

 

Tableau Desktop Training Syllabus

This is my main training programme for Tableau Desktop users. It consists of 7 modules, each conducted once a month, with a session in the morning to hit APAC users and one in the afternoon to cover EMEA/USA users.

  • Module 1 – Introduction to Tableau
  • Module 2 – Data Visualisation
  • Module 3 – Table Calculations
  • Module 4 – Blending & Joining
  • Module 5 – Creating Effective Dashboards
  • Module 6 – Performance & Troubleshooting
  • Module 7 – Using Tableau at THIS ORGANISATION
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Our training syllabus

Content is self-explanatory from the headings, but module 7 may seem odd. This is actually a pretty important consideration in large organisations where no two Tableau deployments will be the same. There will be organisation-specific nuances or considerations in many aspects of using Tableau and our place is no different. Much of this focuses on purchasing / onboarding, getting started, and change / incident management procedures, often a source of confusion for users.

Tableau Dr. Sessions

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The Doc is in!

Ok so you all know these. The famous one-on-one consultancy time that Tableau offer at conferences. That’s all this really is, but we find that our users love the dedicated time to discuss whatever Tableau related topics they want. Many often come back for repeated sessions and some are almost data hypochondriacs!

The Dr. Sessions have been a real success. People at high-pressure organisations like Investment Banks, especially senior folk, really understand and appreciate the importance of that dedicated, individual, focused consultancy time. Time is the most precious commodity in such an organisation and you’ll find that you get some serious kudos for these.

When you’re at conference and see people gagging for Tableau Dr. Sessions, imagine what that would be like at your own organisation. Super-cool aint it?

 

Tableau In Focus

This offering is really cool. These are monthly Webinar sessions, again one for APAC timezone and one for EMEA/USA timezone. They are conducted by experts from Tableau, tailored to UBS requirements.

Subjects have included

  • Five Ways to Improve Dashboard Performance
  • Data Blending & Joining
  • Table Calculations
  • Deep Dive into LOD Expressions
  • Advanced Mapping
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Tableau In Focus

Again, the fact Tableau are prepared to conduct these for us not only gives us valuable extra learning offerings but makes my users feel even more special than I know they are! We get great feedback, with users thrilled that we have such a good relationship with Tableau. That all gives them confidence in our service, and that is critical.

 

Tableau Executive Track

OK so this is an interesting one. We get a lot of senior folk asking for Tableau training. That’s very encouraging, obviously, but your average MD isn’t gonna sit through an hour Webex on LOD calcs.

So – what we do is our “Tableau Executive Track”. That’s a 1hr session, ideally in person with my laptop where we plan to cover the following.

  • Overview of the Tableau Service
  • Introduction to the Tableau Server
  • Showcase of current use across the business
  • Demo of custom admin views & introspection
  • How to build basic views in Desktop

In reality we often don’t get 30 seconds into this agenda before it is taken somewhere else, at the subject’s discretion. That’s cool – it’s what senior folk do and you need to be prepared for it. But it’s also important to come armed with an agenda to show you have a plan. Don’t just rock up and say “whadda you wanna know?” – you’ll get eaten alive.

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Tableau Sr. Management Training

This is a really popular training offering, with many seniors having attended or planning to attend. It shows we are putting a great deal of thought into our training and that we are flexible enough to adapt to the variety of users we have.

 

Content Specific Training

Sometimes we get asked, “I’ve been sent this dashboard but I have no idea how to use it”. Well that’s NOT something we assist with. Our service is totally self-serve and it’s the responsibility of the dashboard author to

  • Ensure they have followed best practice
  • Include clear instructions for dashboard use or a link to a page that has such information
  • Ensure that their audience is briefed and aware of the dashboard usage

This is NOT down to us. We spend a lot of time policing content to make sure that authors are mindful of this as a dashboard that is hard to understand can adversely affect perception of the tool / service as a whole.

 

Wrap Up

So that’s what we offer. Aint it a lot? And boy is it important to the success of your service. Training can make or break a service and between you, me and the whole Internet – a lack of training can be used as an excuse for not engaging, or not performing. It’s rare but it happens.

Training your users should be enjoyable. If you find that it is becoming a pain then take a step back, consult some of your power users and modify your offerings.

In the time I was proof-reading this post the excellent Carl Allchin, who implemented much of our training when on site with us, posted some of his own thoughts on the Information Lab blog. Check them out. Also a big thanks to Andy Pick who has delivered dozens of sessions for our users.

As always I’m happy to jump on a call and discuss any of this. Now if you’ll excuse me I have a training session to deliver…

Cheers, Paul

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7 Responses to How To Train Your Tableau Users

  1. Kelly Martin says:

    Thank-you so much Paul! So often I hear of groups that want to call themselves the “Center of Excellence” of something, before they even know anything about the thing themselves. You truly have created a “Tableau Center of Excellence” to be proud of. Awesome stuff – I wish there were 10 of you – you’d end the BS in BI the world over.

  2. Great content and very timely for me since we are starting a similar practice at Comcast as we begin 2016. It will be great to benchmark against your metrics.

    Additionally I’ve started a ‘Jedi Training’ program for about 30 volunteers who are really interested in getting to an advanced level more quickly. This is a combination of short challenges and weekly workshops to cover techniques that will then become weekly assignments.

    Overall I’m hopefully that our programs take off and really help our self-service capabilities!

  3. Krzysztof says:

    Paul, thanks a million! That is exactly what I was looking for! I’m taking part in trainer’s program and this year I am going to conduct my first Tableau training. You couldn’t choose better time to post that text;)

  4. Amy Brown says:

    Paul! Thank you, this is great information and very timely for our team as well! We would greatly appreciate the chance to talk with you and pick your brain a little further about implementing something similar in our organization. My email address is attached, and I look forward to chatting with you about this! Thank you

  5. The LOD calc is in Multiple Data Sources module. What is the thinking there? Thanks for posting this!

  6. Kamal says:

    Very nice resource for tableau server. I found similar type of useful resources here to learn tableau online http://coursedroid.com/course/tableau-online-training/

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