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Connect with others from the Credit Union industry to improve how we use analytics to drive value for our members.
Tableau Community Forums Member (Inactive) (Member of the Tableau Community Forums at Salesforce)
Oct 16, 2018, 4:49 PM
Shortel MYSQL

Hi Credit Union Friends!

 

I am working on getting some better call stats for our phone center, currently the manager is pulling reports daily and entering them into an excel file by hand!

 

My IT department figured out how to get me connected to the MYSQL server, before I start creating anything from scratch I figured I would see if anyone has tried this before.

 

Thanks

8 answers
  1. Don Wise
    Nov 13, 2018, 5:17 PM

    Hi Jessica,

    In addition to call volume and abandoned rate, you might want to look at the duration of time between call ring time (how long it took the person to answer the call by number of rings or duration of call arrival on network to call answer time), call duration time (time of answer to time of disconnect) and then any metrics that you might want to apply for a KPI thereafter, such as 90% of all calls must be answered within xx seconds, etc. 

     

    Once you have your basic numbers, then start to look at KPI's for your particular situation and whether they're (1) achievable (2) applicable to perhaps an industry standard. 

     

    Another item to look at is how busy folks are within the hour, i.e., are they on calls 40% or 80% of time? If they're too busy then they're being worked too much, taking into account any other things they have to do to 'wrap up' the call or ancillary duties and/or training / break time.  Measurements like that will help give you an overall picture of the 'health' of your center. 

     

    Hope that helps!  Thx, Don

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Neel Maniar
May 23, 2024, 11:57 PM
Hey Team, We are currently exploring options to establish a connection between Great Plains and Tableau. We are curious to gain Information if there are any credit unions that have successfully implemented such integration.

We would greatly appreciate any insights, best practices, or lessons learned that could help guide us in this endeavor. We are also interested to know if there are any native connections available within Tableau that facilitate building a direct connection to Great Plains. Any information on existing connectors, third-party tools, or recommended approaches would be invaluable to us as we embark on this journey.

1 answer
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Dana Weigel
Feb 16, 2021, 11:24 PM
How do you connect Tableau to massive datasets, for example individual transaction data, and maintain performance?

We are getting a lot of requests for reports on member transaction data, but the datasets are huge, currently about 89 million rows and we're running into major performance issues when trying to build a report or publish to Tableau Server. One of our devs suggested building individual tables at different aggregation levels to connect to, but I'd really prefer the flexibility of having transaction level data.

Wondering how others are dealing with this at their credit unions.

Thanks!

Dana

6 answers
  1. Tableau Community Forums Member (Inactive) (Salesforce)
    Feb 17, 2021, 4:14 PM

    @Credit Unions​  Hi,

    I guess the bottleneck if the amount of data to be retrieved from data source. In order to speed up that you can do following:

    1. Look for option to use in memory caching of database, for example if you are using oracle database, you can use in memory option and cache entire table in memory. This will avoid disk reads and reports will be faster.
    2. Use extracts which will avoid retrieving huge datasets (this would obviously depends on how much stale data you can bear in your reports).
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Ramona Kleespies
Jan 31, 2022, 8:31 PM
Tableau Server Implementation Best Practices

We have been Tableau users on and off over the last 10 years. We are now making the decision to move from Desktop to Server environment. We are implementing with 5 departments while planning for growth. 

 

I would love to hear about Best Practices and what to look out for when establishing our data marts.

2 answers
  1. Matz Rasmus (Knowit Solutions Oy)
    Feb 1, 2022, 6:31 PM

    Hi @Ramona Kleespies​,

    A couple of tips for setting up the server:

    • don't skimp on hardware, running Tableau with too little memory will kill the user experience.
    • have a separate disk/partition for the Tableau data, do not keep it on same disk as the OS
    • Use SSO if available
    • lock permissions on project level, and manage permissions on group (not user) level as much as possible - this will make your life easier later on
    • keep everything in one site if you do not have specific reason for multiple sites. Nothing (except users) can be shared between sites, so if you need the same report in multiple sites, it (along with the data) needs to be separately published to each site.
    • Think closely about how you want to group the content on the server. This does not have to match the organisation groups, but should instead follow the usage patterns for the report: If users from 3 teams use the same report(s), create a project for this report, and not 3 separate projects for each team with the same report in all projects. This is really the hard part, be prepared to revisit you plans as you grow

     

    Good luck!

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Medhavi Singla (Senior Marketing Manager at CULytics)
Jul 3, 2025, 7:51 PM

🚀 The Future of AI in Credit Unions—Live and Actionable

Join us for CULytics Day 2025 | August 19 | Virtual [https://tinyurl.com/yfkmymtj]

 

📅 Agenda Topics are Here!

 

This one-day virtual event is packed with real-world strategies, practical tools, and firsthand lessons from credit unions leading the charge with AI—responsibly, affordably, and effectively.

 

✅ Topics include:

 

- Smart guardrails for AI governance and risk

- Proven vendor evaluation processes

- Grassroots wins from small teams with big outcomes

- Fraud prevention, member retention, automation, and more

 

👥 Hear directly from CEFCU , Solarity Credit Union , BCU , Technology Credit Union (Tech CU) , and others—sharing tools, templates, and takeaways you can use immediately.

 

📌 Secure your spot now

🔗 [Register here: https://tinyurl.com/yfkmymtj]

 

⌗CULyticsDay2025 ⌗CreditUnions ⌗AIinBanking #DigitalTransformation ⌗CULytics ⌗AdvisoryforCreditUnions ⌗CreditUnionLeaders ⌗AIforGood

 

🚀 The Future of AI in Credit Unions—Live and ActionableJoin us for CULytics Day 2025 | August 19 | Virtual [https://tinyurl.

Agenda CULytics Day.png
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Medhavi Singla (Senior Marketing Manager at CULytics)
Jun 2, 2025, 6:30 PM

🚀 Mark Your Calendar: CULytics Day – Practical AI That Works

 

📅 August 19, 2025 | Virtual Event

🔗 Register here : [ https://events.culytics.com/culytics-day-2025]

 

Are you ready to see how credit unions are putting AI to work—with real results?

 

Join fellow group members and other credit union leaders for CULytics Day, a one-day virtual event focused on practical, proven AI strategies that improve operations and enhance the member experience.

 

Here’s what you can expect:

✅ Live case studies from credit unions making AI work

✅ Expert-led sessions focused on outcomes, not hype

✅ Actionable frameworks and tools for digital transformation

✅ Sponsor showcases featuring the latest innovations

 

Whether you’re just starting out with AI or scaling up your strategy, this event is packed with insights you can use right away.

 

Let’s come together to learn what’s working—and what’s next.

📝 Register now: https://events.culytics.com/culytics-day-2025

 

⌗CULyticsDay2025 ⌗CreditUnions #AIinAction ⌗CULytics ⌗CreditUnionInnovation #DigitalTransformation ⌗DataDrivenDecisions

 

🚀 Mark Your Calendar: CULytics Day – Practical AI That Works 📅 August 19, 2025 | Virtual Event🔗 Register here : [ https://events.culytics.

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Tableau Community Forums Member (Inactive) (Member of the Tableau Community Forums at Salesforce)
May 6, 2025, 4:47 PM

Hey Tableau friends 👋

Just popping back in since we didn’t hear from anyone yet!

No worries at all! The credit union world gets busy.

As we gear up for the next CUTUG meeting on June 25th (3–4pm EST), I’d love to hear what topics you’d be interested in chatting about.

Even if you’re not ready to share a viz or tip, what would you like to learn more about or see others discuss?

A few ideas to get us started:

  • Tricks for dashboard performance 🏎️
  • Embedding Tableau in other tools 🧩
  • Parameter actions & interactivity 🧠
  • Cool visualizations you’ve seen out in the wild 🌍
  • Data challenges unique to credit unions 🏦

Just comment here or email me at ehowden@arkatechture.com

We’d love to build the next session around your ideas!

Looking forward to hearing what’s on your mind 💡

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Tableau Community Forums Member (Inactive) (Member of the Tableau Community Forums at Salesforce)
Apr 10, 2025, 1:18 PM

Hey Tableau friends, it's been a little while!

What have you been up to in Tableau lately?

Whether it’s a dashboard you’re proud of, a trick you’ve figured out, or something that’s been giving you a hard time, we’d love for you to share it with the group!

We’re planning the next CUTUG (Credit Union Tableau User Group) session for June 25th (3 pm-4 pm EST). Thank you all for your patience as we get a workflow set up to get these meetings back onto a solid schedule! Ahead of the next meeting, we’re looking for:

🗣️ People who want to share something with the group (even just a quick tip or a cool viz)

💬 Topics you’d like to hear discussed (something you’re curious about or stuck on)

You don’t need to have a full presentation. Just a thought, a question, or an idea is more than enough!

Drop a comment or email ehowden@arkatechture.com if there’s something you’d like to bring to the table or see on the table.

Let’s get the ideas flowing again and make this next session a good one.

What are you working on? 🔍

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Medhavi Singla (Senior Marketing Manager at CULytics)
Oct 15, 2024, 4:40 PM

Dear Credit Union Leaders

 

We’re thrilled to announce the 2025 CULytics Summit, marking our 10th anniversary of bringing together credit union leaders and innovators! For the first time ever, we’re taking the Summit to the East Coast, and we invite you to join us on March 18-19, 2025, in Atlanta, GA.

 

This milestone event is set to be our biggest and most impactful yet, filled with groundbreaking insights, powerful connections, and practical solutions tailored for credit unions. Don’t miss the chance to be part of this transformative experience!

 

Why You Should Attend:

  • Celebrating 10 Years of Innovation and Community - This year’s Summit is a special one—it’s not just a conference, it’s a celebration of a decade of empowering credit unions through data and digital transformation. Join us as we reflect on the past 10 years of progress and look ahead to the future with cutting-edge strategies and solutions.

 

  • First Time on the East Coast - By bringing the Summit to the East Coast, we’re opening the doors to a broader community of credit union leaders and innovators. This change in location offers an exciting new opportunity to connect with peers from across the country and beyond.

 

  • Real-World Demos and Practical Insights - This year, we’re focusing on showing you how to put ideas into action. Our sessions will go beyond theory, featuring live demonstrations and “under-the-hood” walkthroughs that reveal how successful strategies and technologies are implemented. You’ll leave with practical, actionable insights that you can apply directly to your organization.

 

  • Engaging and Interactive Format - No more passive listening—this Summit is all about interaction. Participate in small group discussions, peer-led workshops, and collaborative activities designed to help you solve your most pressing challenges, from driving revenue and containing costs to improving efficiencies and managing risks.

 

  • Networking and Building Long-Lasting Relationships - Join hundreds of like-minded credit union professionals, solution providers, and industry experts in an environment that fosters deep engagement and collaboration. This Summit is designed to help you build meaningful connections that will benefit your organization long after the event ends.

 

What’s In It for You?

  • Discover New Growth Opportunities: Learn how to leverage data, AI, and digital strategies to drive revenue and enhance member experiences.
  • Optimize Operations and Contain Costs: Explore practical strategies for streamlining workflows and cutting operational costs while maintaining service excellence.
  • Master Risk Management and Compliance: Gain insights into navigating today’s complex regulatory landscape and building a strong governance framework.
  • See Real Solutions in Action: From live demos by leading solution providers to case studies from credit unions like yours, you’ll see exactly how new technologies and approaches are solving real-world problems.

 

Don’t Miss Out – Register Now!

 

Be part of this exciting 10th-anniversary Summit and secure your spot today! Register now and join us in Atlanta for an unforgettable experience that will transform the way you lead your credit union.

 

We can’t wait to celebrate this milestone with you and help you unlock new possibilities for your organization!

 

Best

 

Medhavi Singla

Senior Marketing Manager

CULytics

Dear Credit Union Leaders We’re thrilled to announce the 2025 CULytics Summit, marking our 10th anniversary of bringing together credit union leaders and innovators! For the first time ever, we’re tak

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Ramona Kleespies
Sep 6, 2024, 9:45 PM

Tableau Development Process

Would love to connect with others to share more about your/our Tableau Development Process including Dashboard Complexity Matrix, Scope Templates, Validation, Production docs etc.

 

You can message me here or email me at ramona.kleespies@azfcu.org

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