#DataVisualization0 discussing

Last week, we had a wonderful Tableau Analytics User group, with awesome talks and a fun quiz at the end

00:00:00 Introduction

00:06:57 Turning metadata into meaning: Building a dynamic #Data #dictionary with Tableau and GraphiQL. Learn how to build a Data Dictionary using Tableau's metadata API and GraphiQL, streamlining data management and improving analytics efficiency by Jennifer Dawes

00:38:28 Excel At Tableau's Order of Operations: Steer your way through the Query Flow: In this session by Steve Adams & Chris Dickson, learn how certain filters affect each other’s output and why filters may conflict with each other and undesired results. Get ready to dive into a systematic approach to understanding and using Tableau’s Order of Operations.

01:28:48 Analytics TUG Quiz Mania: Want to take home Tableau gift vouchers? Join us in this fun competition 😊✨ #analytics #tableau #datavisualization

Links :

• https://www.tableau.com/developer

• https://www.herdata.net/post/metadata-exercise-3-data-calculations

• https://www.herdata.net/post/her-data-learns-metadata-101

• https://help.tableau.com/current/api/metadata_api/en-us/docs/meta_api_start.html#explore-the-metadata-api-schema-using-graphiql

• https://help.tableau.com/current/server/en-us/dm_catalog_overview.htm

Watch it in Youtube : https://youtu.be/vP7MW2bNpmY

youtu.be

HIRING - Performance Metrics Manager

 iDE (International Development Enterprises) · Colorado, United States

Passionate about data & empowering communities? iDE is seeking a Performance Metrics Manager to build & manage our global KPI system, improve data use, & support new initiatives. Join us in making a measurable difference in the fight against poverty!

#iDE #nonprofit#nonprofit #careers#careers #data#data #ICT4D#ICT4D #Salesforce#Salesforce #TaroWorks#TaroWorks #DataVisualization#DataVisualization

About the job

Background

iDE is an international nonprofit dedicated to combating poverty in the developing world not through handouts, but by helping rural households access the tools and knowledge they need to increase their income and improve their health and well-being. iDE has 40 years of experience and programs in 11 countries.

iDE's vision, to catalyze the power of entrepreneurship to allow millions of people to lift themselves out of poverty, is ambitious and bold. We need a person who is, first and foremost, passionate about this vision.

iDE uses an integrated monitoring, evaluation, research, and learning (MERL) approach to measure our progress on delivering programs that center client needs and offer clear value for donors and stakeholders. With an emphasis on not only rigor but inclusive and ethical measurement, we are committed to incorporating participatory approaches in our MERL work and to converting our quantitative and qualitative evidence into actionable learnings. We generate monitoring and impact data to guide program decisions, aiming to leverage the best systems and tools to deliver the right information to the right people at the right time.

As a key member of iDE's MERL team, the Performance Metrics Manager is primarily responsible for Managing and improving iDE's Global Key Performance Indicator (KPI) system, by ensuring the timeliness of performance results and the implementation of enhancements to improve KPI usability and insights for project teams and senior management. Additionally, they will assist in the designing, development, and maintenance of appropriate solutions for operational, monitoring and evaluation needs of iDE's country projects. These solutions are key to organizing information for strategic and tactical decision-making, as well as external communications and reports. The Manager will work closely with other iDE teams such as business development, operations, and communications staff at headquarters and project staff within iDE's countries of operation.

Reporting to the Director of MERL Systems or their designee and as a member of iDE's Headquarters team, the Performance Metrics Manager will support efforts across these key areas:

• Manage and improve iDE's Global Key Performance Indicator (KPI) system
• Improve the use of KPIs across the organization and support resourcing
• Support new management information systems development and improve existing capabilities 
• Support the development of measurement strategies and evidence for new sectors

Essential Duties And Responsibilities

MANAGE AND IMPROVE IDE'S GLOBAL KEY PERFORMANCE INDICATOR (KPI) SYSTEM - 50%

• Integrate project-level data into iDE's global KPI system to provide tangible value to senior management
• Identify where KPI data and evidence are missing in the system and/or when they should be replaced
• Write simple and practical user guides for entering and accessing KPI data, as well as technical developer specifications for the KPI System housed in Salesforce Engage with users on a regular basis to identify and implement system improvements
• Devise and execute test plans to ensure system function
• Manage data cleaning and import
• Create and manage dashboards, reports, and other appropriate data visualizations, as needed by different KPI stakeholders. 

KPI USE AND RESOURCING - 20%

• Assist country project teams in recruiting, selecting, training and retaining local talent to act as administrator, developer, trainers of their MIS
• Support other iDE teams (e.g. all country teams, Fundraising, Business Development, Communications, etc.) in collaboration with MERL team members to develop processes and feedback loops that support learning and the effective use of KPI data throughout the organization. 
• Field KPI data requests
• Identify, and where appropriate, lead on new project proposals that will fund the growth of programs using MIS to better serve our end clients
• Develop and maintain global MERL institutional memory around organizational metrics, ensuring access to and continued use of historical data that allows us to identify trends over time, changes in metrics and why, and develop standardized ways to share this data moving forward

SUPPORT NEW MANAGEMENT INFORMATION SYSTEMS DEVELOPMENT - 15%

• Work with project teams to identify user needs and define system requirements as needed
• Provide ongoing technical support to country teams
• Deliver training on new systems and upgrades
• Assist team to extract more value from existing data via analytics enhancements
• Administer users and settings, should project teams not be able to do this on their own

SUPPORT MEASUREMENT STRATEGIES AND EVIDENCE FOR NEW SECTORS - 10%

• Identify and support the selection of evaluation tools teams that address key impacts for a given sector and can provide impact results that can be integrated into iDE's KPI reporting as multipliers to iDE's Scale
• Search for appropriate third party evidence to fill in evidence gaps in the KPI System in consultation with the Global Director of MERL. 
• Develop and document Standard Operating Procedures (SoPs) for Monitoring and Evaluation (M&E) tools created internally (iDE-developed). These SoPs will guide proper implementation and use of best practices (such a KPI development guide for new sectors or an evidence protocol), ensuring consistency and effectiveness of resources within the MERL team's Support Package for iDE country program staff. 

LEARNING - 5%

• Actively engage in professional development activities by attending relevant conferences, online courses and webinars, workshops and seminars, seeking mentorship opportunities, reading curated materials, brown bag sessions, engaging in peer coaching, joining learning collaboratives, participating in communities of practice—both internal and external to iDE— or any other learning activity that aligns with role and professional growth objectives 

Location: Any of the following locations with the existing right to work: United States (Arizona, Colorado, California, Florida, Illinois, Maryland, Minnesota, New Jersey, New York, North Carolina, Pennsylvania, Washington, Washington D.C), Ghana, Ethiopia, Mozambique, Zambia, Honduras, United Kingdom

Salary: $70,000 - $77,500

https://apply.workable.com/j/C8602FB682/?utm_medium=social_share_link

HIRING - Performance Metrics Manager

 iDE (International Development Enterprises) · Colorado, United States

Passionate about data & empowering communities? iDE is seeking a Performance Metrics Manager to build & manage our global KPI system, improve data use, & support new initiatives. Join us in making a measurable difference in the fight against poverty!

#iDE #nonprofit #careers #data #ICT4D #Salesforce #TaroWorks #DataVisualization

About the job

Background

iDE is an international nonprofit dedicated to combating poverty in the developing world not through handouts, but by helping rural households access the tools and knowledge they need to increase their income and improve their health and well-being. iDE has 40 years of experience and programs in 11 countries.

iDE's vision, to catalyze the power of entrepreneurship to allow millions of people to lift themselves out of poverty, is ambitious and bold. We need a person who is, first and foremost, passionate about this vision.

iDE uses an integrated monitoring, evaluation, research, and learning (MERL) approach to measure our progress on delivering programs that center client needs and offer clear value for donors and stakeholders. With an emphasis on not only rigor but inclusive and ethical measurement, we are committed to incorporating participatory approaches in our MERL work and to converting our quantitative and qualitative evidence into actionable learnings. We generate monitoring and impact data to guide program decisions, aiming to leverage the best systems and tools to deliver the right information to the right people at the right time.

As a key member of iDE's MERL team, the Performance Metrics Manager is primarily responsible for Managing and improving iDE's Global Key Performance Indicator (KPI) system, by ensuring the timeliness of performance results and the implementation of enhancements to improve KPI usability and insights for project teams and senior management. Additionally, they will assist in the designing, development, and maintenance of appropriate solutions for operational, monitoring and evaluation needs of iDE's country projects. These solutions are key to organizing information for strategic and tactical decision-making, as well as external communications and reports. The Manager will work closely with other iDE teams such as business development, operations, and communications staff at headquarters and project staff within iDE's countries of operation.

Reporting to the Director of MERL Systems or their designee and as a member of iDE's Headquarters team, the Performance Metrics Manager will support efforts across these key areas:

• Manage and improve iDE's Global Key Performance Indicator (KPI) system
• Improve the use of KPIs across the organization and support resourcing
• Support new management information systems development and improve existing capabilities 
• Support the development of measurement strategies and evidence for new sectors

Essential Duties And Responsibilities

MANAGE AND IMPROVE IDE'S GLOBAL KEY PERFORMANCE INDICATOR (KPI) SYSTEM - 50%

• Integrate project-level data into iDE's global KPI system to provide tangible value to senior management
• Identify where KPI data and evidence are missing in the system and/or when they should be replaced
• Write simple and practical user guides for entering and accessing KPI data, as well as technical developer specifications for the KPI System housed in Salesforce Engage with users on a regular basis to identify and implement system improvements
• Devise and execute test plans to ensure system function
• Manage data cleaning and import
• Create and manage dashboards, reports, and other appropriate data visualizations, as needed by different KPI stakeholders. 

KPI USE AND RESOURCING - 20%

• Assist country project teams in recruiting, selecting, training and retaining local talent to act as administrator, developer, trainers of their MIS
• Support other iDE teams (e.g. all country teams, Fundraising, Business Development, Communications, etc.) in collaboration with MERL team members to develop processes and feedback loops that support learning and the effective use of KPI data throughout the organization. 
• Field KPI data requests
• Identify, and where appropriate, lead on new project proposals that will fund the growth of programs using MIS to better serve our end clients
• Develop and maintain global MERL institutional memory around organizational metrics, ensuring access to and continued use of historical data that allows us to identify trends over time, changes in metrics and why, and develop standardized ways to share this data moving forward

SUPPORT NEW MANAGEMENT INFORMATION SYSTEMS DEVELOPMENT - 15%

• Work with project teams to identify user needs and define system requirements as needed
• Provide ongoing technical support to country teams
• Deliver training on new systems and upgrades
• Assist team to extract more value from existing data via analytics enhancements
• Administer users and settings, should project teams not be able to do this on their own

SUPPORT MEASUREMENT STRATEGIES AND EVIDENCE FOR NEW SECTORS - 10%

• Identify and support the selection of evaluation tools teams that address key impacts for a given sector and can provide impact results that can be integrated into iDE's KPI reporting as multipliers to iDE's Scale
• Search for appropriate third party evidence to fill in evidence gaps in the KPI System in consultation with the Global Director of MERL. 
• Develop and document Standard Operating Procedures (SoPs) for Monitoring and Evaluation (M&E) tools created internally (iDE-developed). These SoPs will guide proper implementation and use of best practices (such a KPI development guide for new sectors or an evidence protocol), ensuring consistency and effectiveness of resources within the MERL team's Support Package for iDE country program staff. 

LEARNING - 5%

• Actively engage in professional development activities by attending relevant conferences, online courses and webinars, workshops and seminars, seeking mentorship opportunities, reading curated materials, brown bag sessions, engaging in peer coaching, joining learning collaboratives, participating in communities of practice—both internal and external to iDE— or any other learning activity that aligns with role and professional growth objectives 

Location: Any of the following locations with the existing right to work: United States (Arizona, Colorado, California, Florida, Illinois, Maryland, Minnesota, New Jersey, New York, North Carolina, Pennsylvania, Washington, Washington D.C), Ghana, Ethiopia, Mozambique, Zambia, Honduras, United Kingdom

Salary: $70,000 - $77,500

https://apply.workable.com/j/C8602FB682/?utm_medium=social_share_link

Tableau User group happening, on March 28th at 6pm Paris Time - 10am Los Angeles - 1pm New York - 10pm New Delhi

Register here 👉 :

Our amazing Agenda :

Timea Töltszéki will speak about "Harnessing Tableau tools for hashtag#creativity and productivity". Several tools and AI features can significantly improve your productivity in

and analysis. Providing a wreath of applications in action that can improve your creativity and efficiency in Tableau.

Agata Mezynska will show us how "⌗Business

and hashtag⌗storytelling can work together". The business dashboards provide us with hashtag⌗visualizations of fresh new data every day. Do they tell stories? Is storytelling needed in business at all? And is it possible for a regularly refreshed story to be still engaging? Let's check!

Daniel Bolinson will present "Game on: Your dashboards can do more with ⌗Extensions and hashtag#Python" The Tableau Extensions framework lets you do more with your Dashboards. By writing back to data sources, seamlessly integrating models, and allowing your users to enrich the insights your dashboards offer, dashboards become powerful data tools.

We hear that some of you were having difficulty joining Bevy live, so in addition of recording the session, we will stream it live in Linkedin!

If you wish to see the recording of our past events, please access our Youtube Page :

Do not miss our next #Analytics Tableau User group happening, on March 28th at 6pm CET - 9am PST - 10pm IST !

https://usergroups.tableau.com/events/details/tableau-analytics-tableau-user-group-presents-harnessing-tableau-tools-for-creativity-business-dashboards-and-storytelling-can-work-together/

Our amazing Agenda :

Timea Töltszéki will speak about "Harnessing Tableau tools for #creativity and productivity". Several tools and AI features can significantly improve your productivity in #datavisualization and analysis. Providing a wreath of applications in action that can improve your creativity and efficiency in Tableau.

Agata Mezynska will show us how "⌗Business #Dashboards and ⌗storytelling can work together". The business dashboards provide us with ⌗visualizations of fresh new data every day. Do they tell stories? Is storytelling needed in business at all? And is it possible for a regularly refreshed story to be still engaging? Let's check!

Daniel Bolinson will present "Game on: Your dashboards can do more with ⌗Extensions and #Python" The Tableau Extensions framework lets you do more with your Dashboards. By writing back to data sources, seamlessly integrating models, and allowing your users to enrich the insights your dashboards offer, dashboards become powerful data tools.

We hear that some of you were having difficulty joining Bevy live, so in addition of recording the session, we will stream it live in Linkedin!

If you wish to see the recording of our past events, please access our Youtube Page : https://www.youtube.com/@analyticstug

Annabele

usergroups.tableau.com

Hi ⌗Datafam !!!

What is the difference between summary level filtering and record level filtering in Tableau? Can you be brief with an example? (might be an interview question).

Measures in Tableau are aggregated by default in Tableau when placed in the view or shelf. ( Ex: Sum (Sales), Sum (Profit), Avg (Sales), etc.,)

which can also be called aggregated data or summarized data. Applying a filter on aggregated data is called Summary level filtering.

Sub-category wise, sales > 50,000 in superstore data gives the aggregated sales data with respect to each sub-category and can be used as a summary level filter to identify which sub-categories have sales above 50,000.

Measures in Tableau can be disaggregated from the Analytics Tab->aggregated measure option, which can be termed as actual data or record level data (the lowest possible granularity of data, which cannot be further sliced).

The same example used above will not give any output because no individual sales data is more than 50,000. Let us assume a case of sales of over 10,000 for each sub-category.

Sales > 10,000 for each sub-category is added to the filter (record level filter), it will give the following output, as shown in the below image.

There might be more than one instance for each sub- category whose sales >10,000 because the data is at record level.

#tableau #analytics #datavisualization ⌗interview

#Tableau Debates - For greater insights

We have certain misconceptions when it comes to Data Pane in Tableau. There is a thin line of difference between Dimensions, Measures, Discrete and Continuous fields

If you want to master Tableau, understanding the difference between them is very much important.

Discrete Fields Create Headers and Continuous Fields Create Axis.

In the Data Pane of Tableau, we generally have Dimensions and Measure divided by a thin line.

All the fields in Dimensions are by Default Blue in Color and all those in Measures are in Green. This makes us think that

"Dimensions create Headers and Measures create Axis" - Which is not Correct

Even if it is a Dimension or a Measure, it can have any of the two states namely Discrete and Continuous.

So, even if it is a Dimension or a Measure, If the field is in Discrete State, then it will form Headers and if it is in Continuous state, it will form Axis.

I hope this clears your understanding about Dimensions, Measures, Continuous and Discrete Fields

I will be posting a series of posts with Clear explanations and justifications regarding the important topic of Tableau. I am expecting to discuss and debate on these points so that we can get greater insights into the same.

P.S - We can even have live debates on the same in Tableau Doubts Sessions happening on the Last Sunday of the Month. Let me know in the comments if interested

⌗tableausoftware ⌗datavisualization ⌗datascience #analytics ⌗data