2021 Vanguard and Tableau Enablement Series

Come join the 2021 Vanguard-Tableau series! Tableau helps you see and understand data. Our visual analytics platform is transforming the way you use data to solve problems. Seeing and using is believing at Tableau and we want you to experience first hand what Tableau has to offer. As an attendee, you will leave the session with the ability to connect to and explore your data, plus understand how to garner greater insight through visualization. The events are hosted by your Tableau Customer Success Manager, Ervisa Hoffman ( and your Account Executive, Joe Bala (


Tableau Prep Builder Sessions

Have you always wanted data prep to be easier or wondered how to keep your data fresh in Tableau? Join us for a financial services specific Tableau Prep Builder series of sessions.

  • April 20 @12pm ET - Tableau Prep Builder Intro Session - Register Here
  • May 11 @12pm ET - Tableau Prep Builder Advanced Session - Register Here
  • June 15 @12pm ET - Tableau Prep Builder Product Roadmap and UseCase - Register Here


Product Feature Sessions

Turn insights into action with the Tableau product suite! As the market-leading choice for modern business intelligence, Tableau products support the full cycle of self-service analytics from prep to analysis to sharing, with governance and data management every step of the way. Everything is integrated into the Tableau platform.

Vanguard Hosts

Jason Phibbs - Research and BI Product Owner

Jason is the Enterprise Product Owner for data visualization tools at Vanguard, including Tableau. To learn more about the Research and BI product team, check out and follow their SharePoint page.

Vanguard Tableau User Group Steering Committee - Champions representing various divisions across the enterprise

The Vanguard TUG Steering Committee seeks to cultivate and promote a supportive community of Tableau users that learn and grow together. To join the community and learn from fellow Tableau users, 1) Go to Teams, 2) Select “Teams” on the left, 3) Select “Join or create a team” at the bottom of the teams list, and 4) Enter “phur902” in the “Join a team with a code” box.”