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Automated Testing & Governance.
Wait, whaaaaaaaaat?!
#Data23 #AnalyticsOps
Jeremy Blaney
VP, Product Marketing
Michael Holcomb
VP, Global Customer Success
Dustin Schimek
Product Manager
Alex Wheeler
Sr. Director, Solutions Engineering
Validate your Tableau content.
The analytics governance workflow.
Agenda
1
Test, promote, and certify at scale.
2
3
Validate
your Tableau
content.
ACCURACY USER EXPERIENCE SECURITY PERFORMANCE STRESS TESTING REGRESSION
What should you test for?
What should you test for?
And when?
ACCURACY
Analytics Reporting
Tableau Cloud
Migrations
Tableau Upgrades Ongoing
Maintenance
Database
Migrations
USER EXPERIENCE SECURITY PERFORMANCE STRESS TESTING REGRESSION
Financial
Skipping steps in
your BI validation
process can lead to
significant and
costly risks.
Trust
Without trust, people adopt
old behaviors—data silos and
shadow reporting. This further
increases risk exposure.
Compliance Operational
Opportunity
Reputational
The analytics
governance
workflow.
Tableau Blueprint provides a
roadmap for organization to
expand and optimize their
use of data.
Content governance plays a
crucial role in establishing
trust and confidence.
Validation. Content is accurate,
complete, reliable, relevant,
and recent.
Promotion. Content been
moved or published to a
trusted project location.
Certification. The data source
is certified and content is
discoverable by consumers.
Each step in the analytics
governance workflow is
critical.
Data
Reporting
REQUIREMENTS
DEVELOPMENT
VALIDATION
PROMOTION
CERTIFICATION
?
?
Performance
Security
Analytics
The backlog of analytics needs
is ever-growing, so people take
shortcuts to keep up.
Data
Reporting
REQUIREMENTS
DEVELOPMENT
VALIDATION
PROMOTION
CERTIFICATION
?
?
Performance
Security
Analytics
Skip this.
And this.
Deliver
ASAP!
Test, promote,
and certify at
scale.
Collection
To produce
business value,
data must move
from collection to
action.
1
Storage
2
Processing
3
Analysis
4
Collection
DataOps
1
Storage
2
Analysis
4
● Improve data reliability
and integrity.
● Orchestrate/automate
data integration and
processing pipelines and
incorporate data
monitoring.
Processing
3
AnalyticsOps
● Build trust in data and
analytics, and increase
confidence in data-driven
decision-making.
● Streamline development,
testing, deployment, and
monitoring for analytics,
and automate processes.
Collection
1
Storage
2
Processing
3
Analysis
4
AnalyticsOps
in Action.
Meet Dustin
Dustin Data
● Dustin is a Tableau Creator.
● Hero to many; friend to all.
● Analytics leader for the sales
team.
Generic
Dustin Data (you)
Alex Wheeler
Manager
Manager
Manager 10:13 AM
Hi Dustin. Whaaaat’s happening?
Dustin Data 10:14 AM
Not much! I’m having a great day. You?
Manager 10:16 AM
Yeahhhhhhh. We’re doing a bit of restructuring…
Manager 10:16 AM
If you could take over the testing of your dashboards
and data sources, that would be great…
Manager 10:25 AM
Thx.
One day, everything changes.
Eventually, Dustin starts
skipping steps to keep up with
demands from his manager.
Data
Reporting
REQUIREMENTS
DEVELOPMENT
VALIDATION
PROMOTION
CERTIFICATION
?
?
Performance
Security
Analytics
Skip this.
And this.
Deliver
ASAP!
Generic
Alex Wheeler
Sales Director 10:13 AM
The invoice data source stopped worked.
Can you please figure this out?
Account Executive 10:13 AM
Hey Steven. Do you know why the forecast
numbers look different in Salesforce?
Things start to go wrong…
Weekly Ticket Backlog
…and adoption falls.
VIEWS BY TIME
14 Views (⬇ 74%)
VIEWS BY DAY
Views 120 (⬇ 160%)
Dustin needed help, so he
visits his old friend, Google.
Delivering AnalyticsOps for:
Build trust in data and analytics.
Catch all errors to minimize risk.
Test, promote, and certify at scale.
Automate BI testing and
streamline your analytics
governance workflows.
WARNING
14 errors detected
Before Migration After Migration
Accuracy
Confirm that the data
displayed in your
Tableau dashboards is
100% accurate and
matches the underlying
data source.
User Experience
Simulate user journeys,
validate functionality
and accuracy of filters,
parameters, viz objects,
and other Tableau
features to prevent
bothersome errors.
Data Source
Certification
Quick build post-test
processes. Streamline
analytics governance by
automatically certifying
Tableau data sources.
You can be like
Dustin—and all those
that trust Wiiisdom
for #AnalyticsOps.
Booth 18
Chief Executive Officer 2:24 PM
Wow, Dustin! Your work is awesome! I
have… I’m glad you found Wiiisdom!
Thank you
Visit Booth 18 in Data Village

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TC23 - Wiiisdom Presentation

  • 1.
  • 2. Automated Testing & Governance. Wait, whaaaaaaaaat?! #Data23 #AnalyticsOps Jeremy Blaney VP, Product Marketing Michael Holcomb VP, Global Customer Success Dustin Schimek Product Manager Alex Wheeler Sr. Director, Solutions Engineering
  • 3. Validate your Tableau content. The analytics governance workflow. Agenda 1 Test, promote, and certify at scale. 2 3
  • 5.
  • 6.
  • 7.
  • 8.
  • 9. ACCURACY USER EXPERIENCE SECURITY PERFORMANCE STRESS TESTING REGRESSION What should you test for?
  • 10. What should you test for? And when? ACCURACY Analytics Reporting Tableau Cloud Migrations Tableau Upgrades Ongoing Maintenance Database Migrations USER EXPERIENCE SECURITY PERFORMANCE STRESS TESTING REGRESSION
  • 11. Financial Skipping steps in your BI validation process can lead to significant and costly risks. Trust Without trust, people adopt old behaviors—data silos and shadow reporting. This further increases risk exposure. Compliance Operational Opportunity Reputational
  • 13. Tableau Blueprint provides a roadmap for organization to expand and optimize their use of data.
  • 14. Content governance plays a crucial role in establishing trust and confidence. Validation. Content is accurate, complete, reliable, relevant, and recent. Promotion. Content been moved or published to a trusted project location. Certification. The data source is certified and content is discoverable by consumers.
  • 15. Each step in the analytics governance workflow is critical. Data Reporting REQUIREMENTS DEVELOPMENT VALIDATION PROMOTION CERTIFICATION ? ? Performance Security Analytics
  • 16. The backlog of analytics needs is ever-growing, so people take shortcuts to keep up. Data Reporting REQUIREMENTS DEVELOPMENT VALIDATION PROMOTION CERTIFICATION ? ? Performance Security Analytics Skip this. And this. Deliver ASAP!
  • 18. Collection To produce business value, data must move from collection to action. 1 Storage 2 Processing 3 Analysis 4
  • 19. Collection DataOps 1 Storage 2 Analysis 4 ● Improve data reliability and integrity. ● Orchestrate/automate data integration and processing pipelines and incorporate data monitoring. Processing 3
  • 20. AnalyticsOps ● Build trust in data and analytics, and increase confidence in data-driven decision-making. ● Streamline development, testing, deployment, and monitoring for analytics, and automate processes. Collection 1 Storage 2 Processing 3 Analysis 4
  • 22. Meet Dustin Dustin Data ● Dustin is a Tableau Creator. ● Hero to many; friend to all. ● Analytics leader for the sales team.
  • 23. Generic Dustin Data (you) Alex Wheeler Manager Manager Manager 10:13 AM Hi Dustin. Whaaaat’s happening? Dustin Data 10:14 AM Not much! I’m having a great day. You? Manager 10:16 AM Yeahhhhhhh. We’re doing a bit of restructuring… Manager 10:16 AM If you could take over the testing of your dashboards and data sources, that would be great… Manager 10:25 AM Thx. One day, everything changes.
  • 24. Eventually, Dustin starts skipping steps to keep up with demands from his manager. Data Reporting REQUIREMENTS DEVELOPMENT VALIDATION PROMOTION CERTIFICATION ? ? Performance Security Analytics Skip this. And this. Deliver ASAP!
  • 25. Generic Alex Wheeler Sales Director 10:13 AM The invoice data source stopped worked. Can you please figure this out? Account Executive 10:13 AM Hey Steven. Do you know why the forecast numbers look different in Salesforce? Things start to go wrong… Weekly Ticket Backlog
  • 26. …and adoption falls. VIEWS BY TIME 14 Views (⬇ 74%) VIEWS BY DAY Views 120 (⬇ 160%)
  • 27.
  • 28.
  • 29. Dustin needed help, so he visits his old friend, Google.
  • 31. Build trust in data and analytics. Catch all errors to minimize risk. Test, promote, and certify at scale. Automate BI testing and streamline your analytics governance workflows. WARNING 14 errors detected Before Migration After Migration
  • 32. Accuracy Confirm that the data displayed in your Tableau dashboards is 100% accurate and matches the underlying data source.
  • 33. User Experience Simulate user journeys, validate functionality and accuracy of filters, parameters, viz objects, and other Tableau features to prevent bothersome errors.
  • 34. Data Source Certification Quick build post-test processes. Streamline analytics governance by automatically certifying Tableau data sources.
  • 35. You can be like Dustin—and all those that trust Wiiisdom for #AnalyticsOps. Booth 18 Chief Executive Officer 2:24 PM Wow, Dustin! Your work is awesome! I have… I’m glad you found Wiiisdom!
  • 36.
  • 37. Thank you Visit Booth 18 in Data Village