Series

The Stockroom

Welcome to Tableau's Retail & Consumer Goods Stockroom!

The Stockroom is a learning series specifically dedicated to the analytics needs of our Retail & Consumer Goods Community. Whether you’re a current customer, analyst, business unit or new to Tableau, we have a number of virtual sessions that will help you throughout your analytics journey.


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Retail

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Consumer Goods

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New to Tableau

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CRM Analytics

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September 2022
Time Session Title  
September 20-22, 2022
 
Dreamforce On-Demand on Salesforce+

Check out the Data Culture series on Dreamforce! Drive swift and effective business decisions by making customer data accessible everywhere and analytics actionable for everyone.

New to Tableau
What is Tableau? Introduction for Retail & Consumer Goods

Join us as we discuss how Tableau’s robust analytics capabilities and why retailers and brands repeatedly choose Tableau to move forward confidently in their digital transformation journey.

An Introduction to Tableau CRM: How Salesforce and Tableau are Coming Together

This session demonstrates how sales teams and key account managers are leveraging Tableau CRM to better manage and grow their business. This shares how Tableau and the Salesforce platform are coming together to provide customers a unified analytics experience.

How to Use Business Science to Minimize Churn

Are you curious about the Business Science in Tableau's newest release? Join this session to learn about no-code machine learning and how we can apply it to examine customer churn!

Tableau and Einstein Predictions for Retail and Consumer Goods

See how a retail and consumer goods customer leverages Einstein predictions within Tableau to better prioritize the processing of warranty claims. This focuses on the business case for deploying an Einstein prediction model within an operational dashboard and includes a technique for incorporating user guides directly within your Tableau dashboards.

Retail Experts Guide to Navigating the Holiday Shopping Season for Consumers

In this session, we will talk with Salesforce’s retail experts on their best tricks for scoring the best deals this upcoming holiday season. We explore how our retail team uses Tableau to analyze the online shopping behavior of over a billion global shoppers during Cyber Week.

Using Tableau's Data Management Capability for Analytics Governance

Data governance is imperative for Retail and Consumer Goods businesses to ensure compliance and accuracy are in check. Trust and visibility are key to success for business; increasing visibility, discoverability, and trust helps scale a governed data environment. This means IT can better manage the proliferation of data sources and analytical content, while end-users are empowered to more quickly find the data they’re looking for and feel confident in their analysis.

During this interactive session, subject matter expert and Business Development  Senior Manager, James Chen, reviews current data governance challenges and how Tableau's Data Management add-on solves them.

Ask Data: Transform Your Business

Learn how to to ask relevant questions of your data. You'll learn how to connect to and analyze your data from Sales and Service Cloud, organize your content on Tableau server and Tableau Cloud with collections, and transition seamlessly from web authoring to Tableau Desktop.

Sports, Women & Data: How to Stay in the Championship Mindset

Hear how women leaders from various roles in the sports industry are leveraging data, organizational tools, and support systems to stay in a “championship” mindset.

Telling the World’s Climate Story Through Data

Leaders across industries are rising to meet climate issues head on by incorporating ESG (Environmental, Social, and Corporate Governance) into their business.Join Patrick Flynn, VP, Sustainability, Salesforce for insights and perspective on impactful climate action.

Introduction to Stockroom
Prepping Data for Analysis
Combining Data in Charts
Calculations, Dashboarding and Sharing
Using Tableau Prep to Clean & Examine Data
Using Multiple Data Sources
Retail
Increase Agility and Mitigate Disruptions in your Supply Chain with Actionable Store Level Insights

Learn how Tableau and Keyrus are putting advanced analytics within reach of your organization to increase agility and mitigate disruption with supplier analytics and SKU-level detail.

Unlocking Customer Behavior to Optimize Loyalty and Service

In one view, service agents have the ability to see historical cases, take action on improving customer experience, and ultimately increase customer retention. Learn more about how Service Cloud + Tableau CRM enables customers in every level of business.

The Bullwhip Effect: Distortions in Data and Your Supply Chain

During this 60-minute session, Alex Drinker and Manoj Shivji will guide you through an engaging discussion on where execs from top brands plan to place their investment bets to future-proof their business.

What is Tableau? Introduction for Retail & Consumer Goods

Join us as we discuss how Tableau’s robust analytics capabilities and why retailers and brands repeatedly choose Tableau to move forward confidently in their digital transformation journey.

An Introduction to Tableau CRM: How Salesforce and Tableau are Coming Together

This session demonstrates how sales teams and key account managers are leveraging Tableau CRM to better manage and grow their business. This shares how Tableau and the Salesforce platform are coming together to provide customers a unified analytics experience.

How to Use Business Science to Minimize Churn

Are you curious about the Business Science in Tableau's newest release? Join this session to learn about no-code machine learning and how we can apply it to examine customer churn!

Tableau and Einstein Predictions for Retail and Consumer Goods

See how a retail and consumer goods customer leverages Einstein predictions within Tableau to better prioritize the processing of warranty claims. This focuses on the business case for deploying an Einstein prediction model within an operational dashboard and includes a technique for incorporating user guides directly within your Tableau dashboards.

Using Tableau's Data Management Capability for Analytics Governance

Data governance is imperative for Retail and Consumer Goods businesses to ensure compliance and accuracy are in check. Trust and visibility are key to success for business; increasing visibility, discoverability, and trust helps scale a governed data environment. This means IT can better manage the proliferation of data sources and analytical content, while end-users are empowered to more quickly find the data they’re looking for and feel confident in their analysis.

During this interactive session, subject matter expert and Business Development  Senior Manager, James Chen, reviews current data governance challenges and how Tableau's Data Management add-on solves them.

Ask Data: Transform Your Business

Learn how to to ask relevant questions of your data. You'll learn how to connect to and analyze your data from Sales and Service Cloud, organize your content on Tableau server and Tableau Cloud with collections, and transition seamlessly from web authoring to Tableau Desktop.

Retail Experts Guide to Navigating the Holiday Shopping Season for Consumers

In this session, we will talk with Salesforce’s retail experts on their best tricks for scoring the best deals this upcoming holiday season. We explore how our retail team uses Tableau to analyze the online shopping behavior of over a billion global shoppers during Cyber Week.

Closing The Gap

Join this session to gain insight into the day-in-the-life of leadership team within a Regional Distribution Center (RDC) for the Northern Trails Outfitters brand. We give a distribution center and shift manager eyes into their key metrics to make operational decisions, identify root causes of performance issues, manage continuous improvement routines, and communicate issues and countermeasures to leadership.

How to Increase Supply Chain Insight & Monitor Seasonal Inventory - CoEnterprise

Michael Rabinowitz, CEO of CoEnterprise hosts this informative conversation where you’ll learn how to build an effective vendor scorecard, how to build and schedule a Tableau Prep Workflow, supply chain uses cases including vendor fulfillment & compliance, and common issues that occur within supply chain processes.

Harness the Power of Advanced Analytics for Faster, Smarter Pricing & Promotions - Keyrus

In this session, Keyrus will share ways to visualize and analyze the effects of pricing and promotions at various levels of detail to maximize profit. Keyrus will also highlight the latest Tableau advancement, Einstein Discovery, which allows users to leverage machine learning (ML) to build advanced analytics models via Tableau Prep or Tableau Desktop and share their insights within the secure, governed framework of the Tableau ecosystem.

Activating Your Internal Data Leaders

Data leaders evangelize best practices, model data-driven behavior, and promote data skills by serving as educators and mentors. They create and nurture a company’s data culture, which is critical to success in today’s landscape. In this session, learn how to find and activate a crop of data leaders that will show up beyond their specific area of focus to champion data across an entire organization.

You and Me Let’s Have a Data - How to Build ROI Around Tableau

Learn how organizations are driving return-on-investment (ROI) with Tableau. In this session, you’ll learn how to properly calculate and document value with the dashboards you’ve created and view real-life examples of how other organizations are using Tableau to drive ROI across the enterprise.

Intelligent Transformation

This session highlights key elements from the Tableau Blueprint that businesses and organizations can use in their own communities. Creating and supporting a healthy internal forum, building a culture of analytics, developing and supporting customer champions through an MVP program and gamification, and key features from the engagement guide will be the most exciting.

Telling the World’s Climate Story Through Data

Leaders across industries are rising to meet climate issues head on by incorporating ESG (Environmental, Social, and Corporate Governance) into their business.Join Patrick Flynn, VP, Sustainability, Salesforce for insights and perspective on impactful climate action.

Introduction to Stockroom
Prepping Data for Analysis
Combining Data in Charts
Calculations, Dashboarding and Sharing
Using Tableau Prep to Clean & Examine Data
Using Multiple Data Sources
Consumer Goods
Increase Agility and Mitigate Disruptions in your Supply Chain with Actionable Store Level Insights

Learn how Tableau and Keyrus are putting advanced analytics within reach of your organization to increase agility and mitigate disruption with supplier analytics and SKU-level detail.

The Bullwhip Effect: Distortions in Data and Your Supply Chain

During this 60-minute session, Alex Drinker and Manoj Shivji will guide you through an engaging discussion on where execs from top brands plan to place their investment bets to future-proof their business.

What is Tableau? Introduction for Retail & Consumer Goods

Join us as we discuss how Tableau’s robust analytics capabilities and why retailers and brands repeatedly choose Tableau to move forward confidently in their digital transformation journey.

An Introduction to Tableau CRM: How Salesforce and Tableau are Coming Together

This session demonstrates how sales teams and key account managers are leveraging Tableau CRM to better manage and grow their business. This shares how Tableau and the Salesforce platform are coming together to provide customers a unified analytics experience.

How to Use Business Science to Minimize Churn

Are you curious about the Business Science in Tableau's newest release? Join this session to learn about no-code machine learning and how we can apply it to examine customer churn!

Tableau and Einstein Predictions for Retail and Consumer Goods

See how a retail and consumer goods customer leverages Einstein predictions within Tableau to better prioritize the processing of warranty claims. This focuses on the business case for deploying an Einstein prediction model within an operational dashboard and includes a technique for incorporating user guides directly within your Tableau dashboards.

Using Tableau's Data Management Capability for Analytics Governance

Data governance is imperative for Retail and Consumer Goods businesses to ensure compliance and accuracy are in check. Trust and visibility are key to success for business; increasing visibility, discoverability, and trust helps scale a governed data environment. This means IT can better manage the proliferation of data sources and analytical content, while end-users are empowered to more quickly find the data they’re looking for and feel confident in their analysis.

During this interactive session, subject matter expert and Business Development  Senior Manager, James Chen, reviews current data governance challenges and how Tableau's Data Management add-on solves them.

Ask Data: Transform Your Business

Learn how to to ask relevant questions of your data. You'll learn how to connect to and analyze your data from Sales and Service Cloud, organize your content on Tableau server and Tableau Cloud with collections, and transition seamlessly from web authoring to Tableau Desktop.

Retail Experts Guide to Navigating the Holiday Shopping Season for Consumers

In this session, we will talk with Salesforce’s retail experts on their best tricks for scoring the best deals this upcoming holiday season. We explore how our retail team uses Tableau to analyze the online shopping behavior of over a billion global shoppers during Cyber Week.

How to Increase Supply Chain Insight & Monitor Seasonal Inventory - CoEnterprise

Michael Rabinowitz, CEO of CoEnterprise hosts this informative conversation where you’ll learn how to build an effective vendor scorecard, how to build and schedule a Tableau Prep Workflow, supply chain uses cases including vendor fulfillment & compliance, and common issues that occur within supply chain processes.

Census and POI Data for CPG Analytics - Safegraph

Learn how to apply census and places data for CPG analytics, accessing and storing data in the cloud, and creating compelling visualizations for actionable CPG insights.

Harness the Power of Advanced Analytics for Faster, Smarter Pricing & Promotions - Keyrus

In this session, Keyrus will share ways to visualize and analyze the effects of pricing and promotions at various levels of detail to maximize profit. Keyrus will also highlight the latest Tableau advancement, Einstein Discovery, which allows users to leverage machine learning (ML) to build advanced analytics models via Tableau Prep or Tableau Desktop and share their insights within the secure, governed framework of the Tableau ecosystem.

Closing The Gap

Join this session to gain insight into the day-in-the-life of leadership team within a Regional Distribution Center (RDC) for the Northern Trails Outfitters brand. We give a distribution center and shift manager eyes into their key metrics to make operational decisions, identify root causes of performance issues, manage continuous improvement routines, and communicate issues and countermeasures to leadership.

Activating Your Internal Data Leaders

Data leaders evangelize best practices, model data-driven behavior, and promote data skills by serving as educators and mentors. They create and nurture a company’s data culture, which is critical to success in today’s landscape. In this session, learn how to find and activate a crop of data leaders that will show up beyond their specific area of focus to champion data across an entire organization.

You and Me Let’s Have a Data - How to Build ROI Around Tableau

Learn how organizations are driving return-on-investment (ROI) with Tableau. In this session, you’ll learn how to properly calculate and document value with the dashboards you’ve created and view real-life examples of how other organizations are using Tableau to drive ROI across the enterprise.

Intelligent Transformation

This session highlights key elements from the Tableau Blueprint that businesses and organizations can use in their own communities. Creating and supporting a healthy internal forum, building a culture of analytics, developing and supporting customer champions through an MVP program and gamification, and key features from the engagement guide will be the most exciting.

Telling the World’s Climate Story Through Data

Leaders across industries are rising to meet climate issues head on by incorporating ESG (Environmental, Social, and Corporate Governance) into their business.Join Patrick Flynn, VP, Sustainability, Salesforce for insights and perspective on impactful climate action.

Introduction to Stockroom
Prepping Data for Analysis
Combining Data in Charts
Calculations, Dashboarding and Sharing
Using Tableau Prep to Clean & Examine Data
Using Multiple Data Sources
CRM Analytics
Leveraging Machine Learning Through Einstein Discovery in Tableau for Retail and Consumer Goods

Tableau Solution Engineers will share how our customers are applying data science, AI, and ML to make smarter, faster decisions without the resource and process constraints. Einstein Discovery in Tableau builds transparent AI into an intuitive, no-code environment so everyone can easily understand how predictions and insights are surfaced and why they are relevant—helping you make smarter decisions guided by ethical transparent AI.

An Introduction to Tableau CRM: How Salesforce and Tableau are Coming Together

This session demonstrates how sales teams and key account managers are leveraging Tableau CRM to better manage and grow their business. This shares how Tableau and the Salesforce platform are coming together to provide customers a unified analytics experience.

Tableau and Einstein Predictions for Retail and Consumer Goods

See how a retail and consumer goods customer leverages Einstein predictions within Tableau to better prioritize the processing of warranty claims. This focuses on the business case for deploying an Einstein prediction model within an operational dashboard and includes a technique for incorporating user guides directly within your Tableau dashboards.

Supercharge Tableau with Predictive Dashboarding Using Tableau CRM Discovery - Machine Learning Models a Tableau Analyst Can Build and Deploy
Leading Through Change
Leveraging HR Analytics to Attract and Retain Top Talent

Hear from Sanjeev Sharma, Director of People Analytics at Salesforce as he shares how leading companies are using analytics to gain a competitive advantage.

What is Tableau? Introduction for Retail & Consumer Goods

Join us as we discuss how Tableau’s robust analytics capabilities and why retailers and brands repeatedly choose Tableau to move forward confidently in their digital transformation journey.

How to Use Business Science to Minimize Churn

Are you curious about the Business Science in Tableau's newest release? Join this session to learn about no-code machine learning and how we can apply it to examine customer churn!

Data-Driven Sustainability: Accelerate to Net Zero with Tableau

See how Tableau makes it possible to analyze environmental data so you can understand sustainability performance and make data-driven decisions towards becoming a net zero organization

Telling the World’s Climate Story Through Data

Leaders across industries are rising to meet climate issues head on by incorporating ESG (Environmental, Social, and Corporate Governance) into their business.Join Patrick Flynn, VP, Sustainability, Salesforce for insights and perspective on impactful climate action.

Activating Your Internal Data Leaders

Data leaders evangelize best practices, model data-driven behavior, and promote data skills by serving as educators and mentors. They create and nurture a company’s data culture, which is critical to success in today’s landscape. In this session, learn how to find and activate a crop of data leaders that will show up beyond their specific area of focus to champion data across an entire organization.

Intelligent Transformation

This session highlights key elements from the Tableau Blueprint that businesses and organizations can use in their own communities. Creating and supporting a healthy internal forum, building a culture of analytics, developing and supporting customer champions through an MVP program and gamification, and key features from the engagement guide will be the most exciting.

Covid-19 Contact Tracing Solution
Data Culture
Vizzing ESG Data with A Tableau Visionary

When it comes to ESG (Environmental, Social, Corporate Governance), there are a lot of questions and Tableau is truly the tool to demonstrate innovative, effective and creative ways to seek answers. Join our Tableau Visionary Diego, as he showcases his vizardry to see him master an ESG dataset showcasing the best of what we can do to solve what are truly global issues, the "E" in ESG, Environment.

You and Me Let’s Have a Data - How to Build ROI Around Tableau

Learn how organizations are driving return-on-investment (ROI) with Tableau. In this session, you’ll learn how to properly calculate and document value with the dashboards you’ve created and view real-life examples of how other organizations are using Tableau to drive ROI across the enterprise.

Telling the World’s Climate Story Through Data

Leaders across industries are rising to meet climate issues head on by incorporating ESG (Environmental, Social, and Corporate Governance) into their business.Join Patrick Flynn, VP, Sustainability, Salesforce for insights and perspective on impactful climate action.

Activating Your Internal Data Leaders

Data leaders evangelize best practices, model data-driven behavior, and promote data skills by serving as educators and mentors. They create and nurture a company’s data culture, which is critical to success in today’s landscape. In this session, learn how to find and activate a crop of data leaders that will show up beyond their specific area of focus to champion data across an entire organization.

Intelligent Transformation

This session highlights key elements from the Tableau Blueprint that businesses and organizations can use in their own communities. Creating and supporting a healthy internal forum, building a culture of analytics, developing and supporting customer champions through an MVP program and gamification, and key features from the engagement guide will be the most exciting.

Sports, Women & Data: How to Stay in the Championship Mindset

Learn how women leaders from various roles in the sports industry are leveraging data, organizational tools, and support systems to stay in a “championship” mindset.

Data is a Dirty Business
Speed Date-ing
Level Up
How to Use Business Science to Minimize Churn

Are you curious about the Business Science in Tableau's newest release? Join this session to learn about no-code machine learning and how we can apply it to examine customer churn!

Tableau and Einstein Predictions for Retail and Consumer Goods

See how a retail and consumer goods customer leverages Einstein predictions within Tableau to better prioritize the processing of warranty claims. This focuses on the business case for deploying an Einstein prediction model within an operational dashboard and includes a technique for incorporating user guides directly within your Tableau dashboards.

Using Tableau's Data Management Capability for Analytics Governance

Data governance is imperative for Retail and Consumer Goods businesses to ensure compliance and accuracy are in check. Trust and visibility are key to success for business; increasing visibility, discoverability, and trust helps scale a governed data environment. This means IT can better manage the proliferation of data sources and analytical content, while end-users are empowered to more quickly find the data they’re looking for and feel confident in their analysis.

During this interactive session, subject matter expert and Business Development  Senior Manager, James Chen, reviews current data governance challenges and how Tableau's Data Management add-on solves them.

Ask Data: Transform Your Business

Learn how to to ask relevant questions of your data. You'll learn how to connect to and analyze your data from Sales and Service Cloud, organize your content on Tableau server and Tableau Cloud with collections, and transition seamlessly from web authoring to Tableau Desktop.

Retail Experts Guide to Navigating the Holiday Shopping Season for Consumers

In this session, we will talk with Salesforce’s retail experts on their best tricks for scoring the best deals this upcoming holiday season. We explore how our retail team uses Tableau to analyze the online shopping behavior of over a billion global shoppers during Cyber Week.

Activating Your Internal Data Leaders

Data leaders evangelize best practices, model data-driven behavior, and promote data skills by serving as educators and mentors. They create and nurture a company’s data culture, which is critical to success in today’s landscape. In this session, learn how to find and activate a crop of data leaders that will show up beyond their specific area of focus to champion data across an entire organization.

Telling the World’s Climate Story Through Data

Leaders across industries are rising to meet climate issues head on by incorporating ESG (Environmental, Social, and Corporate Governance) into their business.Join Patrick Flynn, VP, Sustainability, Salesforce for insights and perspective on impactful climate action.

Team USA at the Tokyo Games: Creating a Viz at Record Speed

Watch as Tableau Visionary, Simon Beaumont creates a gold medal-winning visualization, from scratch, within 20 minutes. Enjoy expert viz commentary, an intro to Sports Viz Sunday, the Tableau Community, and Tableau Public━and decide if Simon’s viz is worthy of the top step on the podium.

How to Increase Supply Chain Insight & Monitor Seasonal Inventory - CoEnterprise

Michael Rabinowitz, CEO of CoEnterprise hosts this informative conversation where you’ll learn how to build an effective vendor scorecard, how to build and schedule a Tableau Prep Workflow, supply chain uses cases including vendor fulfillment & compliance, and common issues that occur within supply chain processes.

Census and POI Data for CPG Analytics - Safegraph

Learn how to apply census and places data for CPG analytics, accessing and storing data in the cloud, and creating compelling visualizations for actionable CPG insights.

Harness the Power of Advanced Analytics for Faster, Smarter Pricing & Promotions - Keyrus

In this session, Keyrus will share ways to visualize and analyze the effects of pricing and promotions at various levels of detail to maximize profit. Keyrus will also highlight the latest Tableau advancement, Einstein Discovery, which allows users to leverage machine learning (ML) to build advanced analytics models via Tableau Prep or Tableau Desktop and share their insights within the secure, governed framework of the Tableau ecosystem.

Centralize Decisions and Culture with Portals with Interworks

Keeping track of all the places to go for insightful analytics can be a challenge. Join us for a look at a branded-analytics approach with Curator by InterWorks. Curator can put all your valuable Tableau dashboards and other web-assets into one stylish location – helping you to increase user-adoption and putting the focus on the data. You’ll hear from InterWorks’ experts on how an embedded approach can help empower the whole audience that you’re targeting with your analytics.

Closing The Gap

Join this session to gain insight into the day-in-the-life of leadership team within a Regional Distribution Center (RDC) for the Northern Trails Outfitters brand. We give a distribution center and shift manager eyes into their key metrics to make operational decisions, identify root causes of performance issues, manage continuous improvement routines, and communicate issues and countermeasures to leadership.

You and Me Let’s Have a Data - How to Build ROI Around Tableau

Learn how organizations are driving return-on-investment (ROI) with Tableau. In this session, you’ll learn how to properly calculate and document value with the dashboards you’ve created and view real-life examples of how other organizations are using Tableau to drive ROI across the enterprise.

Switch from Traditional to Modern BI - XeoMatrix

Join us for an informative session on how to formulate a strategy to move from legacy BI to modern analytics. We welcome Tableau partner, Xeomatrix who specializes in how to help customers modernize with Tableau.

Advanced Calculations & Functionality
Parameters, Distributions & Advanced Mapping
Bringing it all Together with Advanced Dashboard Design
Speed Date-ing
Spatial Awareness