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Quickstart Analytics Process
What data is needed?
In general with Tableau, the more data the better! This allows us to be flexible and more insightful with analysis.
But the specific data required for QuickStart Analytics is very simple; fields that all ERP or other source systems should have readily available. Below are some examples from 3 common datasources.
What is the Process?
The basic 5 step QuickStart Analytics process is shown below. It starts with extracting common data out of the source system and ends with receiving the Tableau analytics by email.
Step 1 - Business Action
Download needed data from source system into Excel
Step 2 - Business Action
Upload excel file (common data model structure) into Google Doc
Step 3 - CCA Setup
On a schedule, Tableau Prep reads from excel file and prepares Tableau Data Extract (TDE)
Step 4 - CCA Setup
Tableau Cloud, connects to prepared TDE and updates analytics
Step 5 - CCA Setup
On a schedule, Tableau emails analytics to recipients
Welcome to the
CCA Content Hub
Thanks for viewing!
I created this content hub to offer insights on all things analytics but primarily focused on:
Use Cases
Analytics Best Practices
Tableau Training
Central Coast Analytics Info/Approach
I'd love to hear any feedback you have on these blog posts or if you have suggestions about future topics!
My email is: jeremy@centralcoast-analytics.com
