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 Networking and new member introductions  Discussion for scheduling and locations for the 2015 TUG calendar  News and Updates ◦ Customer Visualization.

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Presentation on theme: " Networking and new member introductions  Discussion for scheduling and locations for the 2015 TUG calendar  News and Updates ◦ Customer Visualization."— Presentation transcript:

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3  Networking and new member introductions  Discussion for scheduling and locations for the 2015 TUG calendar  News and Updates ◦ Customer Visualization showcase 02/18  Review group members Tableau usage scenarios ◦ How many have been through a version upgrade ?  This Month’s Tech Topic: Tableau v9.0  Questions and Open discussion  Wrap-up

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6  How and where to participate:  Contact: Tableau Beta Program Manager ◦ Jackie Clough ◦ jclough@tableau.com jclough@tableau.com  http://beta.tableau.com http://beta.tableau.com

7  http://beta.tableau.com/new.html http://beta.tableau.com/new.html  Learn What’s New PDF  Feature Videos  Quick Start Guides  Report Feedback button

8  Beta Forum: ◦ http://community.tableausoftware.com/groups/tableau- 90-beta http://community.tableausoftware.com/groups/tableau- 90-beta  Feedback: ◦ beta@tableausoftware.com beta@tableausoftware.com

9  New Home/Start Screen  New Connect to Data Interface  Updates to Data Prep functionality  New Calculation editor interface and updates to Stats and Calculations Tools  Responsive Tooltips  New and updated features in Maps  New Selection Tools  Drag & Drop Analytics and Instant Analytics

10 New in v9.0 : Updated Connect sidebar Logo toggle button New Discover panel New Sample workbooks

11  Connect Sidebar: ◦ File Connection  New Statistical file connections: ◦ Server Connection – this list now dynamically updates based on your most common connection types ◦ Saved Data Sources

12  Updated ‘Connect to Data’ interface  Metadata Grid  Data Interpreter  Data Pivot (aka “Merge”)  Custom Split Function  Broken Join tooltip  Integration with new Tableau Server UX

13  Here’s the v8.xx version:

14  And here it is in v9.0:

15  Note the new Navigator tabs at the bottom left corner, which allow you to easily toggle between a worksheet view and your data source connection screen. There is also the option to go immediately to a new Sheet, Dashboard or Story.

16  Manage Metadata: Another new feature which allows you to immediately view and manage Datasource metadata like dimension and measure names right from the Connect screen:

17  Metadata Grid: It’s now easier to see the metadata that your data is based on and quickly rename fields and perform bulk actions.

18  New commands are available in the data grid and metadata area menus: ◦ Rename a column ◦ Hide a column ◦ Change the geographical role of a column ◦ Automatic and custom split and pivot actions

19  Data Interpreter: Tableau can detect the range of data in your spreadsheets and remove extra headers, footers, and additional “non-­ ‐ data” rows and columns to make it easier to analyze messy spreadsheets. You can review the results to understand what changes have been made.

20  1 Turn on the Data Interpreter ◦ After you have set up the data source, if Tableau detects unique formatting or that your data source contains some extraneous information, the Data Interpreter option becomes available. Click Turn on to turn on the Data Interpreter. 

21  2 Review results ◦ The Data Interpreter removes the extraneous information from your Tableau data source and automatically updates the preview area with its interpretation. You can also click the Review results button to see a copy of the data source. The data source copy contains annotation definitions and annotations that describe how your data was interpreted.

22  3 Begin your analysis  If you like the interpretations made by the Data Interpreter, you can begin your analysis by clicking the Sheet tab. Alternatively, you can click the Turn off button to use the original data source.

23  Pivot: Now you have an easy way to rotate your data from a cross-­tab format to the normalized column format that works best for visual analysis and exploration with Tableau. On the Data Source page, select multiple columns, then select Pivot from the drop-down menu.

24  Data Split: You can now split your data into multiple fields for more effective analysis. You can split the fields by using: ◦ Automatic split: If your data has clear delimiters, Tableau can detect them and split the field into multiple columns. Automatic split also supports special cases like URLs, emails, and IP addresses.

25 ◦ Custom split: Click the Custom Split command on the drop-­ ‐ down arrow next to the column name to open a Custom Split dialog and specify a delimiter for any string field in your data.

26 ◦ Custom Calculation: Write your own calculations for splitting data.

27  REGEXP_EXTRACT  REGEXP_EXTRACT_NTH  REGEXP_MATCH  REGEXP_REPLACE ◦ Supported on: PostgreSQL, Oracle (10g+), Hadoop HIVE, Google Big Query, Tableau Data Engine  http://ugamarkj.blogspot.com/2015/01/tableau-90- and-regular-expressions.html http://ugamarkj.blogspot.com/2015/01/tableau-90- and-regular-expressions.html  http://www.tableau.com/about/blog/2015/1/tableau -90-auto-data-prep-stay-flow-35980 http://www.tableau.com/about/blog/2015/1/tableau -90-auto-data-prep-stay-flow-35980

28  Analytics Sidebar ◦ Ad-Hoc Calculations ◦ Drag and Drop Analytics ◦ Instant Analytics  New Calculation Editor  Level of Detail Calculations  New Selection and comparison tools

29  Ad-hoc calculations ◦ Ad-­ ‐ hoc calculations: Ad-­ ‐ hoc calculations make it easy to add and edit calculated fields for your analysis. Double-­ ‐ click an existing field on the Rows, Columns, Marks, or Measure Values shelf to begin editing, or double-­ ‐ click an empty area on a shelf to create a new calculation. As you type, a list of auto-­ ‐ complete options appears in a dropdown list, making it easier to find and pick the right elements.  Add common types of Reference Lines and Table Calculations

30  ‘Drag and Drop’ Analytics ◦ Drag and drop analytics: Tableau 9.0 has a new Analytics pane that provides quick and easy access to common analytic features in Tableau. You can drag reference lines, forecasts, trend lines, and other objects into your view from the Analytics pane. It is now easy to edit, format, and remove the analytic items that you have added, so you can experiment with different techniques as you explore the insights your data has to offer.

31  Instant Analytics ◦ Instant analytics: Instant analytics provides an interactive experience for comparing summary information about a subset of marks to all the marks in your view. For example, you can compare the average for a few marks to the average for all the marks.  Local Variety Example.twbx Local Variety Example.twbx

32  New Calculation Editor interface:  Local Variety Example.twbx Local Variety Example.twbx

33  Type-in Pills: ◦ Handy new feature allow you to simply type a calculation formula right into the Field Pill on a row or column shelf: ◦ Double-click on a Pill: ◦ And simply type in your calculation syntax:

34  Auto Complete ◦ Finally!! Tableau has added some more thorough auto- complete functionality to the calculations toolkit: ◦ Simply begin typing in the editor…

35  Auto Complete (cont.) ◦ And also right in the Type-in Pills function:

36 ◦ Level of Detail Calculations: It would take the better part of an entire session to get into this topic properly, but the short version of the story is that this feature allows you to create individual calculations at a specific level of detail for a particular field without affecting the way that field appears in the rest of your view. We’ll likely explore this one in depth in a future post. ◦ For more info check out Bora Beran’s excellent summary here: https://boraberan.wordpress.com/2015/01/30/whats- new-in-tableau-9-0-part-2-level-of-detail-expressions/https://boraberan.wordpress.com/2015/01/30/whats- new-in-tableau-9-0-part-2-level-of-detail-expressions/ ◦ Also, Alan Eldridge’s 3-part in depth overview here: http://blog.databender.net/2015/01/22/understanding-level- of-detail-expressions-part-1/ http://blog.databender.net/2015/01/22/understanding-level- of-detail-expressions-part-1/

37  Two new tools – located in the Zoom controls box: ◦ These are also available in mobile by tapping ◦ ‘add’ feature – use ‘+’ to add to an existing selection ◦ Lasso Tool  Draws a freehand selection border around a set of data points  Keyboard shortcut: ‘d’ ( ‘Shift + D’ to lock )

38  Two new tools – located in the Zoom controls box: ◦ These are also available in mobile by tapping ◦ ‘add’ feature – use ‘+’ to add non-contiguous elements to an existing selection ◦ Radial Tool  Draws a circular selection border around a set of data points  Keyboard shortcut: ‘s’ ( ‘Shift + S’ to lock )

39  Responsive Tooltips: Tableau has significantly improved the performance of the Tooltip feature in terms of speed and responsiveness.  They have also (finally!) added the ability to turn the Tooltip off, so that the pop-up can be disabled if desired while navigating around a view.  Tooltip responsiveness behavior can be adjusted from ‘instant’ to ‘on hover’ as needed.  Local Variety Example.twbx Local Variety Example.twbx

40  The Search Bar ◦ Auto-complete and suggested results ◦ Superstore Example.twbx Superstore Example.twbx

41  Use the Search box on a map to enter a geographic data element (City, State, Zip etc.) ◦ Search brings up a list of suggested potential matches ◦ Selecting a match automatically moves and zooms the map to that location ◦ This tool includes a ‘place prominence’ algorithm to help sort potential matching selections and return more likely results to the top ◦ Actual data preference – adjusts results based on the presence of data near a geographic point

42  Workbook Locale Settings ◦ Support for Locale-based search localization ◦ Multi-language support  French  Spanish  German  Portuguese  Chinese  Korean  Japanese

43  Updated User Interface  Redesigned Administrative Views  Performance Enhancements  Improved Permission Management  High Availability Improvements  More robust Failover support  Updated REST API functionality  Tableau Software SDK

44  Each page includes a breadcrumb trail to help you keep track of your location and context.  A content-specific icon lets you know what type of item you are viewing

45  A menu for associated content makes it easy to see and interact with that content. An indicator beneath the selected option lets you know what you are looking at, and a count next to each option indicates how many items there are.

46 When you select related content (workbooks within a project for example) a menu of options appears above the content list. If you select more than one item, the available options are based on the actions you can take on at least one of the selected items The More option lists additional actions you may be able to take

47  Redesigned Server Administrative Views: The Server Admin Views have been completely redesigned with faster performance, more in ‐ depth analytics, and an easier to understand interface. You can monitor user activity, track load times, and identify recurring errors faster and more clearly than ever before.

48 ◦ Redesigned Server Status Views:

49 ◦ Process Status View:

50 ◦ Background Tasks Status View:

51  Parallel query takes advantage of databases that can perform queries in parallel to run multiple queries at once, rather than one after the other.  Data engine vectorization speeds up the performance of many extract-­ ‐ based workbooks by taking advantage of modern CPU architecture for faster processing and clear performance gains.  Parallel aggregation effectively uses multiple cores in Tableau extracts and other file-­ ‐ based data sources. This parallel work takes advantage of all the processors on your computer to provide results more quickly.

52  Visually Responsive Permission Management Interface ◦ Improved permission management that makes it easier to understand resulting permissions by providing immediate feedback and details in a visually responsive interface.

53  The Visual Permissions Management Interface:

54  High availability: The high availability redesign provides a more secure, more robust high-­ ‐ availability solution with straightforward configuration and management features for administrators. The redesign includes:  More robust failover support:  A Cluster Controller provides centralized failure detection and response.  The ability to trigger manual failover and failback.  Administrative control of active nodes, with the ability to set the preferred active repository (in a new user interface) for better support of asymmetrical hardware configurations.

55  The Tableau Server REST API functionality has been expanded considerably in v9.0. For more details and an in-depth review of these features see the links below:  http://onlinehelp.tableau.com/current/api/rest_api/en- us/help.htm#REST/rest_api_concepts_fundamentals.ht m http://onlinehelp.tableau.com/current/api/rest_api/en- us/help.htm#REST/rest_api_concepts_fundamentals.ht m  http://tableaulove.tumblr.com/search/REST+API http://tableaulove.tumblr.com/search/REST+API 

56  Project Elastic: Tableau’s vision for the mobile app – visualizations optimized for touch-based interaction. The release for this is as yet unannounced, but see the next slide for links to Tableau’s Elastic project page, Gigaom’s demo description and Tableau VP Dave Story’s video demonstration from TCC 2014.  “Project Elastic is a new way to explore data on your tablet. Take those giant tables of numbers and transform them into interactive graphs. Swipe, pinch and zoom to find insights in that spreadsheet email attachment. Bounce between different charts with that dataset in your cloud box/drive/storage thing.You've got a tablet. You've got data. Now you've got answers too.”

57  Tableau Elastic’s Project Page:  http://www.tableau.com/be-elastic http://www.tableau.com/be-elastic  Gigaom’s demo review:  https://gigaom.com/2014/09/09/with-project-elastic- tableau-is-taking-its-data-analysis-to-tablets/ https://gigaom.com/2014/09/09/with-project-elastic- tableau-is-taking-its-data-analysis-to-tablets/  Tableau VP Dave Story’s video demo from the Tableau 2014 Customer Conference:  https://www.youtube.com/watch?v=3zJga9xumtc https://www.youtube.com/watch?v=3zJga9xumtc

58  http://beta.tableau.com/new.html http://beta.tableau.com/new.html  Learn What’s New PDF  Feature Videos  Quick Start Guides  Report Feedback button

59  Maps: ◦ http://onlinehelp.tableau.com/v9.0/pro/online/windows/en- us/help.htm#qs_explore_data_maps.html http://onlinehelp.tableau.com/v9.0/pro/online/windows/en- us/help.htm#qs_explore_data_maps.html  Stories: ◦ http://onlinehelp.tableau.com/v9.0/pro/online/windows/en- us/help.htm#qs_stories.html http://onlinehelp.tableau.com/v9.0/pro/online/windows/en- us/help.htm#qs_stories.html  Advanced Selection Tools: ◦ http://onlinehelp.tableau.com/v9.0/pro/online/windows/en- us/help.htm#qs_advanced_select.html http://onlinehelp.tableau.com/v9.0/pro/online/windows/en- us/help.htm#qs_advanced_select.html

60  Ad-Hoc Calculations ◦ http://onlinehelp.tableau.com/v9.0/pro/online/windows/en- us/help.htm#qs_adhoc_calcs.html http://onlinehelp.tableau.com/v9.0/pro/online/windows/en- us/help.htm#qs_adhoc_calcs.html  The Analytics Pane ◦ http://onlinehelp.tableau.com/v9.0/pro/online/windows/en- us/help.htm#qs_analytics_pane.html http://onlinehelp.tableau.com/v9.0/pro/online/windows/en- us/help.htm#qs_analytics_pane.html  The Calculation Editor ◦ http://onlinehelp.tableau.com/v9.0/pro/online/windows/en- us/help.htm#qs_calculation_editor.html http://onlinehelp.tableau.com/v9.0/pro/online/windows/en- us/help.htm#qs_calculation_editor.html

61  Split functionality ◦ http://onlinehelp.tableau.com/v9.0/pro/online/windows/en- us/help.htm#qs_split.html http://onlinehelp.tableau.com/v9.0/pro/online/windows/en- us/help.htm#qs_split.html  Pivot functionality ◦ http://onlinehelp.tableau.com/v9.0/pro/online/windows/en- us/help.htm#qs_pivot.html http://onlinehelp.tableau.com/v9.0/pro/online/windows/en- us/help.htm#qs_pivot.html  The Data Interpreter ◦ http://onlinehelp.tableau.com/v9.0/pro/online/windows/en- us/help.htm#qs_excel_cleaning.html http://onlinehelp.tableau.com/v9.0/pro/online/windows/en- us/help.htm#qs_excel_cleaning.html

62  Server Quick Search ◦ http://onlinehelp.tableau.com/v9.0/server/en- us/help.htm#qs_universal_search.htm http://onlinehelp.tableau.com/v9.0/server/en- us/help.htm#qs_universal_search.htm  Server Permissions Management ◦ http://onlinehelp.tableau.com/v9.0/server/en- us/help.htm#qs_permissions.html http://onlinehelp.tableau.com/v9.0/server/en- us/help.htm#qs_permissions.html  Server Content Management ◦ http://onlinehelp.tableau.com/v9.0/server/en- us/help.htm#qs_content_page.html http://onlinehelp.tableau.com/v9.0/server/en- us/help.htm#qs_content_page.html

63  Member use case scenarios  Challenges, roadblocks and obstacles?  Tableau 9 thoughts, quirks, bugs, issues?  TUG Group and Member goals for 2015

64 Thanks for attending, and spread the word!  community.tableausoftware.com/groups/philadelphia community.tableausoftware.com/groups/philadelphia  www.linkedin.com/groups/Philadephia-Tableau-User- Group-PhlTUG-3316849/ www.linkedin.com/groups/Philadephia-Tableau-User- Group-PhlTUG-3316849/  www.meetup.com/Philadelphia-Tableau-Users-Meetup- Group/ www.meetup.com/Philadelphia-Tableau-Users-Meetup- Group/

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