Eric Summers’ Post

🚀 I'm excited to share a recording of my speech at the first Serbia Tableau User Group, where I presented on the topic "Elevating BI Product: Mastering Tableau Server Metadata." https://lnkd.in/dnCxkKHa This post kicks off a series where I'll be sharing key points from my presentation. #1 ❓ Why develop BI as a Product? I treat all the content on Tableau Server as my personal product. This product is designed to help the business operate more efficiently and effectively. My primary goal is to assist the business in making higher-quality decisions based on the insights derived from my product. To achieve this, it's crucial to monitor and analyze internal data on the performance of my BI product, including server infrastructure, server content, users, access permissions, and other relevant data. This approach helps me perform my job more effectively and ensures the BI product continually adds value. It's challenging to teach someone to work with your dashboards if you don't use them yourself. By treating BI as a product, you elevate the data culture within your organization. This allows for more effective management and development of BI, ensuring it remains aligned with business goals and consistently provides valuable insights for decision-making. Tracking metrics such as User Activity, Engagement, or data about Usage Patterns, Dashboard Performance, and Server Load helps me understand how my BI product is being used and identify areas for improvement. #BIProduct #Tableau #BI #BusinessIntelligence #SerbiaTUG #TUG #TableauServer #DataFam

Lets do deep dive in tableau.twb file..... 1️⃣What is .TWB file? 🔑Blueprint for Visualizations It contains the layout, formatting, and instructions for creating visualizations, but not the actual data. 🔑Data Connections References to the data sources, detailing how to connect to them. 🔑Interactive Components Includes dashboards, worksheets, and stories that are interactive. 2️⃣Why we need .TWB File? 🔑Data Sharing By separating the data.twb files make it easier to share the design. 🔑Version Control enabling different team members to work on the visualizations and dashboards without having to transfer large datasets. 3️⃣How to Create .TWB File? 🔑Direct save It While saving file save it as .twb file. 🔑Indirect method Unpack any packaged workbook to get .twb file. Now Lets unpack the file and for PM and dont forget to package it again... PS:What thing you know more in .twb file...

🚀 **How to Seamlessly Update a Database Connected to Power BI Reports** Keeping your database updated without disrupting your Power BI reports can be tricky. Here are some best practices to help you make smooth transitions without breaking your data model: 🔍 **1. Understand Dependencies:** Review how tables, columns, and data are used in your Power BI visuals and calculated fields. 💾 **2. Backup First:** Always back up your database. If possible, test updates in a development environment before going live. 🗣️ **3. Communicate Changes:** Inform report users of any planned updates and schedule changes during low-traffic periods. 🔄 **4. Update Schema with Care:** Be cautious when renaming or deleting fields—these changes can break measures and visuals. 🔧 **5. Refresh & Validate:** Refresh datasets in Power BI and check visuals to ensure data is still accurate. ⚡ **6. Optimize for Performance:** Use Power BI’s Performance Analyzer to identify bottlenecks and optimize queries for speed. ✨ **Pro Tips:** Use parameterized queries, leverage Power BI dataflows, and implement incremental refresh for large datasets. With the right approach, database updates can be done smoothly, ensuring your Power BI reports stay reliable and efficient! 💡 Ready to update your database seamlessly? Drop your thoughts below! 👇 🔗 **#PowerBI #DataAnalytics #BusinessIntelligence #DatabaseManagement #DataVisualization #PowerBIDeveloper**

Have you migrated to Snowflake and now you're considering updates to your BI reports? Historically BI tools have used "data import" to load data from the warehouse. This approach was the only way to develop reports with acceptable load performance, but times have changed. Check out my recent article where we delve into unleashing the power of Snowflake with direct query. https://lnkd.in/gCdFSfUu

I just finished the 'Connecting Data in Tableau' course on DataCamp, where I learned how to connect different data sources to Tableau, combine data tables and manage different data properties. 

Join our webinar for beginners and Tableau users seeking a refresher! Explore essential Tableau concepts like Calculated Fields, Aggregation Options, and more to unlock your data's full potential. See you there on July 25: https://carah.io/6384b9

Do you want to Generate Impromptu Certificates from tableau..... First clarify the context: 1️⃣Tableau Dashboard: You have a Tableau dashboard that displays data you want to include in certificates. 2️⃣Certificate Template: You have a pre-designed template (e.g., in Word or PowerPoint) with placeholders for data. 3️⃣ Dynamic Content: You want the certificate data to be pulled directly from your Tableau dashboard. Click below link to generate your certificate with simple steps: https://shorturl.at/DxV1b PS: How you use it?

Ready to streamline your data analysis process? Discover how to connect Tableau to an Excel data source step by step in our latest guide! From selecting the database type to editing metadata, explore the seamless integration options available. Start harnessing the power of your Excel data for actionable insights today! #tableau #dataintegration #excel #dataanalytics #datavisualization #techtips #linkedinlearning #professionaldevelopment

Want to work with more than one data source in Tableau? The normal way: 1. Click on New Data Source (Ctrl + D) OR the fun way 😉: 2. You can just drag and drop a local data file into your workbook! And BOOM - Tableau will add it into your workbook for you! 😍 Thanks to my colleague Eric Parker for this super useful tip! Here's a fuller walkthrough: https://lnkd.in/dA8W95ie #tableau #datafam

Unlock the Power of Custom SQL with Tableau! 🌟 Dive deep into: - Mastering Custom SQL in Tableau - Integrating Parameters with Custom SQL for dynamic insights - Leveraging stored procedures to supercharge your data - Understanding the difference between Custom SQL and Initial SQL Elevate your data game and transform your analytics strategy! ✨📊