After connecting all relevant data sources and transforming tables into interactive visualizations, wlw recreated the original order report as a dashboard. On the back end, wlw uses Data Vault, a modelling method and process for building data models.
Today, the report just takes a quick sanity check from a controller before managers access it directly via Tableau Server. Leadership can now discuss current numbers in their weekly results review, and drill down into outliers as they appear. Current data is available at any time, giving executives time to prepare and answer their own questions ahead of board meetings.
“With Tableau, we have found a solution that completely fulfills our requirements,” says Leif Hitzschke. “It’s all very intuitive and easy to use. We even managed to set up our own Tableau Server without external help.”
Today with Tableau, wlw saves roughly four working hours per weekly report. In addition, controllers perform quality assurance on the data, meaning reports are more accurate than previous PDFs.
At first, the old reports were run in parallel with Tableau. When switching off the old reporting, wlw eliminated the manual effort. Because Tableau allows the report to be generated at the push of a button, any member of the BI team can now handle report creation.
The company is also expecting significant advantages from simplified ad-hoc querying. “Many employees have no experience with database queries whatsoever,” says Leif Hitzschke. “For them it is still very difficult to quickly find answers to their very specific questions in the available data. With Tableau we have made a first step towards self-service BI for them by providing generic dashboards.
Simpler processes also mean good things for the business intelligence team. With faster, automated reporting, the team has more time to focus on strategic projects that benefit the whole company.