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Learning Tableau
Session 1 – Introduction to Tableau
Salesforce Developer Group,
Colombo, Sri Lanka
July 30, 2022
Mark Tossell
Lead Solution Engineer, Tableau
@marktossell | mtossell@salesforce.com
Forward-Looking Statements
"Safe harbor" statement under the Private Securities Litigation Reform Act of 1995: This presentation contains forward-looking statements about the company's financial and operating results, which
may include expected GAAP and non-GAAP financial and other operating and non-operating results, including revenue, net income, diluted earnings
per share, operating cash flow growth, operating margin improvement, expected revenue growth, expected current remaining performance obligation growth, expected tax rates, stock-based
compensation expenses, amortization of purchased intangibles, shares outstanding, market growth, environmental, social and governance goals and expected capital allocation, including mergers and
acquisitions, capital expenditures and other investments. The achievement or success of the matters covered by such forward-looking statements involves risks, uncertainties and assumptions. If any
such risks or uncertainties materialize or if any of the assumptions prove incorrect, the company’s results could differ materially from the results expressed or implied by the forward-looking statementsit
makes.
The risks and uncertainties referred to above include -- but are not limited to -- risks associated with the effect of general economic and market conditions; the impact of geopolitical events, natural
disasters and actual or threatened public health emergencies, such as the ongoing Coronavirus pandemic; the impact of foreign currency exchange rate and interest rate fluctuations on our results; our
business strategy and our plan to build our business, including our strategy to be the leading provider of enterprise cloud computing applications and platforms; the pace of change and innovation in
enterprise cloud computing services; the seasonal nature of our sales cycles; the competitive nature of the market in which we participate; our international expansion strategy; the demands on our
personnel and infrastructure resulting from significant growth in our customer base and operations, including as a result of acquisitions; our service performance and security, including the resources
and costs required to avoid unanticipated downtime and prevent, detect and remediate potential security breaches; the expenses associated with our data centers and third-party infrastructure
providers; additional data center capacity; real estate and office facilities space; our operating results and cash flows; new services and product features, including any efforts to expand our services
beyond the CRM market; our strategy of acquiring or making investments in complementary businesses, joint ventures, services, technologies and intellectual property rights; the performance and fair
value of our investments in complementary businesses through our strategic investment portfolio; our ability to realize the benefits from strategic partnerships, joint ventures and investments; the
impact of future gains or losses from our strategic investment portfolio, including gains or losses from overall market conditions that may affect the publicly traded companies within our strategic
investment portfolio; our ability to execute our business plans; our ability to successfully integrate acquired businesses and technologies; our ability to continue to grow unearned revenue andremaining
performance obligation; our ability to protect our intellectual property rights; our ability to develop our brands; our reliance on third-party hardware, software and platform providers; our dependencyon
the development and maintenance of the infrastructure of the Internet; the effect of evolving domestic and foreign government regulations, including those related to the provision of services on the
Internet, those related to accessing the Internet, and those addressing data privacy, cross-border data transfers and import and export controls; the valuation of our deferred tax assets and the releaseof
related valuation allowances; the potential availability of additional tax assets in the future; the impact of new accounting pronouncements and tax laws; uncertainties affecting our ability to estimate
our tax rate; uncertainties regarding our tax obligations in connection with potential jurisdictional transfers of intellectual property, including the tax rate, the timing of the transfer and the value of such
transferred intellectual property; the impact of expensing stock options and other equity awards; the sufficiency of our capital resources; factors related to our outstanding debt, revolving credit facility
and loan associated with 50 Fremont; compliance with our debt covenants and lease obligations; current and potential litigation involving us; and the impact of climate change.
Further information on these and other factors that could affect the company’s financial results is included in the reports on Forms 10-K, 10-Q and 8-K and in other filings it makes with the Securities
and Exchange Commission from time to time. These documents are available on the SEC Filings section of the Investor Information section of the company’s website at.
Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements, except as required by law.
Third party trademarks are the property of their owners.
Thank
you
Agenda
- Introduction to
Tableau
- Live demo
- Discussion
We help people see
and understand data
Data-driven
organizations
perform better
• Get a complete picture
• Make smarter decisions, faster
• Empower everyone
23X
More likely to
add customers*
1.5X
More likely to grow
revenue >10%**
9X
more likely to
retain customers*
*McKinsey, Five Facts
**McKinsey, Catch Them If You Can
But organizations
are falling short
Success requires building a Data
Culture.
92%
Organizations failing
to scale analytics*
95%
Say that Cultural
Challenges are blocking
progress **
*McKinsey, Catch Them If You Can
**Deloitte Survey 2019
So What?
“Shareable, secure data changes
everything”
Executive Director,
State government Tableau customer
What does a data culture look like?
Speed to insight is critical
Working in silos Alignment &
visibility
Gut-based
decision making
Proactive
problem solving
Duplicative data
efforts
Increase in
productivity
We are overwhelmed
by data, underwhelmed
by insight.”
— FORTUNE 500 COMPANY CEO
“
Prioritized a balance of data
access and control to give
more people access to more
data.
Deepened engagement
through a gamified structure
to learning and training.
Encouraging knowledge sharing
across 30,000-person community
Business outcomes:
● Enabled 500 teams to make
strategic decisions about the
health of the bank.
● Increased transparency and
ability to innovate.
● Saved thousands of wasted
hours of reporting time.
Innovative
Platform
Proven
Methodology
Passionate
Community
Partnering Together
TECHNOLOGY CULTURE
+
World’s Leading Analytics Platform
Deploy
Anywhere
Security
Governance
Compliance
APIs &
Ecosystem
Engage &
Interact
Analytics
Data Management
AI/ML
Complete
& Trusted
Picture
Smarter
Decisions
Faster
Empower
Everyone
Tableau Online
(SaaS)
Salesforce
Hyperforce
On-prem
Server
Salesforce Mulesoft Cloud Data Databases Files
Data Prep • Catalog • Query Federation • Security
Visual Analytics
Advanced Analytics
Augmented
Predictive
Business Science
Data Science
Connect to
All Data
Self-service Exploration
Storytelling & Dashboards
Sharing & Collaboration
Discovery & Notifications
Predictions & Explanations
Action & Workflow
Native in Salesforce
Embedded
Native in Slack
Natural Language
Analytics Apps
Desktop
Browser
Mobile Devices
LIVE AND IN-MEMORY
Public Cloud
Server &
Containers
[See previous slide]
Which reporting tool fits who?
User Experience Optimized for CRM: contextual;
actionable; operationalized; AI/ML
Salesforce process intelligence
Enterprise, general B.I. platform.
Leverage data warehouse. Embed
into non-Salesforce apps.
Data Connectors
Data Prep
Data visualizations
Security and Compliance Leverage Salesforce security and
sharing settings out of the box
Build to leverage enterprise data
schemes
Data Location Salesforce 1st party cloud
– on-platform solution
On-prem and cloud (Tableau or
public cloud)
EMbedded, no-code AI/ML Einstein predictions integration
Inherits Salesforce security
Differences Between CRMA and Tableau
Deployment Monitoring Maintenance
Education Measurement
Analytics
Best Practices
Communications Engagement Support
Trusted & Governed
Analytics
Strategy
Exec Advocacy &
Project Teams
BLUEPRINT
Community
Proficiency
Agility
Tableau + Salesforce
Better Together
Analytics People
Love to Use
Breaking down barriers to scaling
analytics with Blueprint
Enhanced engagement to
produce better results.
Scaling analytics across the
organization, coaching staff,
franchises, and member
unions with Blueprint.
Business outcomes:
● Analyzed data 10x faster with
centralized player health and
training data.
● Detected new insights to bring
in doctors and therapists to
improve performance.
● Delivering on employee
demand for data to grow fan
base and participation.
Demo time!
What’s Next
● Download a free trial of Tableau
● Dive into Tableau Public
● Learn more using our online resources:
Learning Resources
● Free Training Videos:
https://www.tableau.com/learn/training/20222
● Tableau Test Drive:
https://www.tableau.com/learn/series/virtual-test-dri
ves-anz
● Embedded on-demand webinar:
https://www.tableau.com/learn/webinars/embedded
-analytics-vault
● Tableau E-Learning:
https://www.tableau.com/learn/training/elearning
Thank you!

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Intro to Tableau - SL Dev Group.pdf

  • 1. Learning Tableau Session 1 – Introduction to Tableau Salesforce Developer Group, Colombo, Sri Lanka July 30, 2022
  • 2. Mark Tossell Lead Solution Engineer, Tableau @marktossell | mtossell@salesforce.com
  • 3. Forward-Looking Statements "Safe harbor" statement under the Private Securities Litigation Reform Act of 1995: This presentation contains forward-looking statements about the company's financial and operating results, which may include expected GAAP and non-GAAP financial and other operating and non-operating results, including revenue, net income, diluted earnings per share, operating cash flow growth, operating margin improvement, expected revenue growth, expected current remaining performance obligation growth, expected tax rates, stock-based compensation expenses, amortization of purchased intangibles, shares outstanding, market growth, environmental, social and governance goals and expected capital allocation, including mergers and acquisitions, capital expenditures and other investments. The achievement or success of the matters covered by such forward-looking statements involves risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions prove incorrect, the company’s results could differ materially from the results expressed or implied by the forward-looking statementsit makes. The risks and uncertainties referred to above include -- but are not limited to -- risks associated with the effect of general economic and market conditions; the impact of geopolitical events, natural disasters and actual or threatened public health emergencies, such as the ongoing Coronavirus pandemic; the impact of foreign currency exchange rate and interest rate fluctuations on our results; our business strategy and our plan to build our business, including our strategy to be the leading provider of enterprise cloud computing applications and platforms; the pace of change and innovation in enterprise cloud computing services; the seasonal nature of our sales cycles; the competitive nature of the market in which we participate; our international expansion strategy; the demands on our personnel and infrastructure resulting from significant growth in our customer base and operations, including as a result of acquisitions; our service performance and security, including the resources and costs required to avoid unanticipated downtime and prevent, detect and remediate potential security breaches; the expenses associated with our data centers and third-party infrastructure providers; additional data center capacity; real estate and office facilities space; our operating results and cash flows; new services and product features, including any efforts to expand our services beyond the CRM market; our strategy of acquiring or making investments in complementary businesses, joint ventures, services, technologies and intellectual property rights; the performance and fair value of our investments in complementary businesses through our strategic investment portfolio; our ability to realize the benefits from strategic partnerships, joint ventures and investments; the impact of future gains or losses from our strategic investment portfolio, including gains or losses from overall market conditions that may affect the publicly traded companies within our strategic investment portfolio; our ability to execute our business plans; our ability to successfully integrate acquired businesses and technologies; our ability to continue to grow unearned revenue andremaining performance obligation; our ability to protect our intellectual property rights; our ability to develop our brands; our reliance on third-party hardware, software and platform providers; our dependencyon the development and maintenance of the infrastructure of the Internet; the effect of evolving domestic and foreign government regulations, including those related to the provision of services on the Internet, those related to accessing the Internet, and those addressing data privacy, cross-border data transfers and import and export controls; the valuation of our deferred tax assets and the releaseof related valuation allowances; the potential availability of additional tax assets in the future; the impact of new accounting pronouncements and tax laws; uncertainties affecting our ability to estimate our tax rate; uncertainties regarding our tax obligations in connection with potential jurisdictional transfers of intellectual property, including the tax rate, the timing of the transfer and the value of such transferred intellectual property; the impact of expensing stock options and other equity awards; the sufficiency of our capital resources; factors related to our outstanding debt, revolving credit facility and loan associated with 50 Fremont; compliance with our debt covenants and lease obligations; current and potential litigation involving us; and the impact of climate change. Further information on these and other factors that could affect the company’s financial results is included in the reports on Forms 10-K, 10-Q and 8-K and in other filings it makes with the Securities and Exchange Commission from time to time. These documents are available on the SEC Filings section of the Investor Information section of the company’s website at. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements, except as required by law. Third party trademarks are the property of their owners.
  • 5. Agenda - Introduction to Tableau - Live demo - Discussion
  • 6. We help people see and understand data
  • 7. Data-driven organizations perform better • Get a complete picture • Make smarter decisions, faster • Empower everyone 23X More likely to add customers* 1.5X More likely to grow revenue >10%** 9X more likely to retain customers* *McKinsey, Five Facts **McKinsey, Catch Them If You Can
  • 8. But organizations are falling short Success requires building a Data Culture. 92% Organizations failing to scale analytics* 95% Say that Cultural Challenges are blocking progress ** *McKinsey, Catch Them If You Can **Deloitte Survey 2019
  • 10. “Shareable, secure data changes everything” Executive Director, State government Tableau customer
  • 11.
  • 12. What does a data culture look like? Speed to insight is critical Working in silos Alignment & visibility Gut-based decision making Proactive problem solving Duplicative data efforts Increase in productivity We are overwhelmed by data, underwhelmed by insight.” — FORTUNE 500 COMPANY CEO “
  • 13. Prioritized a balance of data access and control to give more people access to more data. Deepened engagement through a gamified structure to learning and training. Encouraging knowledge sharing across 30,000-person community Business outcomes: ● Enabled 500 teams to make strategic decisions about the health of the bank. ● Increased transparency and ability to innovate. ● Saved thousands of wasted hours of reporting time.
  • 15. World’s Leading Analytics Platform Deploy Anywhere Security Governance Compliance APIs & Ecosystem Engage & Interact Analytics Data Management AI/ML Complete & Trusted Picture Smarter Decisions Faster Empower Everyone Tableau Online (SaaS) Salesforce Hyperforce On-prem Server Salesforce Mulesoft Cloud Data Databases Files Data Prep • Catalog • Query Federation • Security Visual Analytics Advanced Analytics Augmented Predictive Business Science Data Science Connect to All Data Self-service Exploration Storytelling & Dashboards Sharing & Collaboration Discovery & Notifications Predictions & Explanations Action & Workflow Native in Salesforce Embedded Native in Slack Natural Language Analytics Apps Desktop Browser Mobile Devices LIVE AND IN-MEMORY Public Cloud Server & Containers
  • 16. [See previous slide] Which reporting tool fits who?
  • 17. User Experience Optimized for CRM: contextual; actionable; operationalized; AI/ML Salesforce process intelligence Enterprise, general B.I. platform. Leverage data warehouse. Embed into non-Salesforce apps. Data Connectors Data Prep Data visualizations Security and Compliance Leverage Salesforce security and sharing settings out of the box Build to leverage enterprise data schemes Data Location Salesforce 1st party cloud – on-platform solution On-prem and cloud (Tableau or public cloud) EMbedded, no-code AI/ML Einstein predictions integration Inherits Salesforce security Differences Between CRMA and Tableau
  • 18. Deployment Monitoring Maintenance Education Measurement Analytics Best Practices Communications Engagement Support Trusted & Governed Analytics Strategy Exec Advocacy & Project Teams BLUEPRINT Community Proficiency Agility
  • 19.
  • 22. Breaking down barriers to scaling analytics with Blueprint Enhanced engagement to produce better results. Scaling analytics across the organization, coaching staff, franchises, and member unions with Blueprint. Business outcomes: ● Analyzed data 10x faster with centralized player health and training data. ● Detected new insights to bring in doctors and therapists to improve performance. ● Delivering on employee demand for data to grow fan base and participation.
  • 24. What’s Next ● Download a free trial of Tableau ● Dive into Tableau Public ● Learn more using our online resources:
  • 25. Learning Resources ● Free Training Videos: https://www.tableau.com/learn/training/20222 ● Tableau Test Drive: https://www.tableau.com/learn/series/virtual-test-dri ves-anz ● Embedded on-demand webinar: https://www.tableau.com/learn/webinars/embedded -analytics-vault ● Tableau E-Learning: https://www.tableau.com/learn/training/elearning