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Tableau User Group board | Baltimore Baltimore Tableau User Group was formed to promote the use of Tableau to efficiently visualize, interpret, and disseminate information discovered in data.

Hi everyone! We are looking for speakers to present at upcoming Baltimore TUG around Nov 16th or 17th. If you are interested yourself or have any recommendations on either the speakers or topics you'd like to learn about, please don't hesitate to reach out to me (Sherry.Shen@blend360.com)!

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Hi, Baltimore folks! I'm excited to share a job opportunity here at Johns Hopkins University - Senior Associate Director for Annual Giving Data Analytics.

 

Johns Hopkins University Development & Alumni Relations is building a best-in-class annual giving program to maximize private support for scholarships for students, faculty support, and groundbreaking research. We're looking for an experienced partner to transform the way we use data to drive decisions, communicate impact across the organization, and match prospects with tailored giving opportunities. This is an opportunity to lead a small team right here in Charm City.

 

Click here to learn more & apply, or feel free to email me at ekeppel@jhu.edu.

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We're looking for speakers for our next meeting! Did you attend this year's Virtual Tableau Conference(ish)? We're looking for folks who have taken a dive into the content and have some takeaways that they want to share with everyone. Please respond to this post or shoot an email to Andrea at agoldstein@r2integrated.com to express your interest!

1 comment
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Hi all!

Our next Baltimore TUG Meeting is scheduled for Thursday, Oct 22nd from 3-5pm.

 

We're your community and we're here to support you! During the meeting we are reserving a specific block of time to address questions you might have. Please reply to this thread and we'll pull a handful during the meeting. Anything we don't address during the meeting, we'll be sure to respond to!

 

Below are some categories that you can use to help jump start your brainstorming

 

Data Viz Best Practices

Tableau Prep

Getting Started with Tableau

Tableau + Salesforce integrations

Tableau Certification

Getting Involved in the Community

General Resources

 

See you all soon!

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Good Morning!

 

When will the next Baltimore TUG meeting take place?  I really enjoyed the TUG meetings I attended last year and would like to continue to attend these sessions regularly.  Is there a calendar of events I can view to see when the next sessions are occurring?

 

Also, is there a need for volunteers to help conduct the meetings?  I am a certified tableau desktop associate and am in preparation to achieve my certification in tableau server.  I would love to help and share best practices.

 

Thank you!

-Lee

1 answer
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A few attendees mentioned Salesforce (SF) data at the TUG meeting yesterday. I wanted to share a tool we have had great success with, especially if you database management system is primarily MS SQL Server.

 

Currently we use DBAmp to create hourly refreshes of all SF objects onto our MS SQL datamart server. This then allows us to merge and connect SF data to locally hosted data. The majority of our data is on premise and it doesn't currently seem feasible to move an exponential amount of data to the cloud.

 

DBAmp is stored procedure driven and is essentially a linked server in cloud, leveraging the API that SF provides. The configuration is easy to manage and we've made minor in-house configurations to ensure greater stability with the transformation, but overall the tool is very consistent and reliable. Support is also very solid from the development team.

 

Having SF data locally provides us with a lot of flexibility to transform data and merge to additional data sources so we can easily visualize in Tableau.

 

Only caveat its its not real-time, but we believe there are a few methods you could utilize to achieve near real-time--if you limit the number of objects of interest.

 

Note: Our SF instance is very customized since its for healthcare and we only utilize a handful of standard SF objects (e.g., account, lead, etc.) Almost everything else is customized for our business. This is another reason why the native SF tools and connectors don't always meet our needs.

 

Happy to explain more or even demo the tool coupled with Tableau in the future, if its of interest.

 

Website: DBAmp - Salesforce to SQL Server Integration

 

-Jason

1 answer
  1. Aug 24, 2019, 11:10 AM

    Hi Jason,

    Thanks for sharing this tool with us. Let me please add value to your post by sharing an even more robust and universal platform for Salesforce and Tableau data integration. www.Dataddo.com is the most featured and powerful no-code data integration platform on the market. They have an impressive number of ready-to-use connectors including Salesforce with possibility to extract and send all data to Tableau and any other data visualization platforms, MySQL data warehouse, database or BI apps, automated data reporting. All of these features provide the possibility to see the bigger picture without wasting time prepping your data. Hope it helps!

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KELLY & Associates Insurance Group (KELLY) stands out as a

 

sophisticated, innovative, and effective leader in the health insurance industry.

 

Rated as one of the “Top 100 Places to Work” by the Baltimore Business Journal,

 

we believe in a work environment of honesty and trust, where collaboration is

 

encouraged and innovation is rewarded. We work as a team to serve our clients

 

and pursue excellence at every opportunity. We constantly look for ways to

 

support one another as we give of our time, talent, and treasure to meet the

 

needs of others in our organization and our community. Working at KELLY, you

 

will quickly discover that you’re not just a number - you are a valued member

 

of our team and our family.

 

KELLY Benefit Strategies (KBS), a division of KELLY, is seeking a creative individual to analyze

 

and synthesize data for current clients and prospects.

 

As a Data Visualization & Reporting Analyst, you will:

  • Collaborate with carriers and suppliers to secure claims data
  • Evaluate and analyze monthly claims data
  • Create and distribute executive management reports
  • Utilize Tableau to design and implement data visualization dashboards
  • Support Account Management and Consulting teams with research specifically related to claims data

 

To be successful in this role, you need:

  • Bachelor’s degree or equivalent years of professional experience
  • Graphic design coursework or one year related experience required
  • Tableau Coursework or one year related experience required (Proof of concept preferred)
  • Healthcare industry knowledge preferred
  • Microsoft Office Proficiency

 

Our KELLY Benefit Strategies leadership team will:

  • Offer training opportunities to grow your knowledge of the insurance industry
  • Provide a career path to ensure your talent, attitude, and performance are valued and you capitalize on your potential

 

As a competitive employer in the insurance industry, KELLY offers:

  • Medical/dental/vision plans as well as life and accident insurance
  • 401(k) with a company match
  • Wellness based initiatives such as: on-site gym and healthy cafe options
  • Training programs specific to your role
  • Tuition reimbursement

 

For additional information or if you would like to submit your resume for consideration, please contact Heather Custred at hcustred@kellyway.com.

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I have a dataset that deals with Surveys. So the "survey status column" has text data differentiating surveys - complete vs incomplete. I need to calculate a percentage of target surveys reached which will be equal to sum of "Survey status column" ( complete + incomplete) / 18000 target number . I have tried different syntax but am unable to figure it out. Since my numerator is a text total how will the calculation syntax work?

8 answers
  1. Sep 29, 2018, 3:50 PM

    Hello Jim,

     

    Your post helped me a lot!! I used the calculation "If there are other statuses then you would modify the formula

         (sum(if (status)='Complete' or attr(status)='Incomplete' then 1 else 0 end)/18000" It worked!!

    However, can you help me understand how to stratify this formula to monthly target achieved ?

     

    Hello Jim, Your post helped me a lot!! I used the calculation

    I have also been trying to make a dual axis bar chart by placing the following two on one sheet. I don't understand why it is not working.

    pastedImage_2.png

    I used the calculation : CONTAINS([Exit Message],"complete")OR CONTAINS([Exit Message],"incomplete") to compute the following bar chart

    pastedImage_3.png

    When I try to use a dual axis bar chart it turns it automatically into a scatter plot .

    pastedImage_4.png

    The Total survey is now showing up as 'True' instead of a total number showing in screenshot labelled sheet 3. Can you please help me understand what I am doing wrong?

     

    Can't thank you enough !

    Best,

    Sarah.

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Mark your calendars for April 26th 3-6pm

 

Venue: Laureate Education - 7080 Samuel Morse Drive , Columbia, MD 21046

 

Date: Thursday, April 26

 

Time: 3:00 - 6:00 p.m.

Agenda:

  • Registration & Networking
  • Review of the Newest & Beta Features, Tips & Tricks
  • Tableau Training - Performance Recording & Tuning
  • User Demo: Survey Data and Then Some
  • Break: Snacks and Soft Drinks
  • Tableau Training - Table Calculations Vs LOD Calculations
  • Interactive Session: Q&A, Tableau Doctor, Hands-On Help
  • Quarterly Updates & Call for Speakers/Topics

For questions about this event, please contact Marty Afkhami.

Register Now

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