Finance

Standard reporting and data analysis in the department with Tableau

Starting point

  • Business departments are unable to perform their own standard or ad-hoc reporting and must request them individually from IT
  • Any changes or updates to the reports are associated with long waiting times, as they can only be carried out centrally by IT
  • The goal is to make reporting more efficient by enabling self-service analytics and relieving the IT department

Procedure

  • Selection and implementation of Tableau as a self-service BI tool
  • Installation of Tableau Server, considering data governance aspects such as permission structures to maintain data integrity
  • Setup of 3 environments: Test, Integration, & Production
  • Development of an automatic deployment process for Tableau workbooks via Python & Tableau REST API, including validation by the business department and data stewards

Features/Project outcome

  • Release-controlled, automated deployment from development through integration to production
  • Unification of self-service BI and data governance processes
  • Empowerment of business departments to perform their own data analysis and create reports – including customer training in self-service BI with Tableau
  • Relief of the IT department, which continues to ensure data validity and integrity

Customer benefits

  • Business departments can quickly and easily implement their own requirements and analyses
  • Both standard reporting and exploratory data analysis are independently carried out by the business departments
  • Quick data analysis enables immediate conclusions and the initiation of actions
  • Time and cost savings for both the business departments and IT
Johannes Heinen | Senior Manager / Authorised Officer