Category Archives: Tableau

Use API with Alteryx to import QuickBooks GL reports to Tableau

QuickBooks Online delivers a variety of great reports online and the tools it offers to developers are top notch. The reports themselves could use some more visual zazz… Seriously, I need the accounting data available in a data base to … Continue reading

Posted in Alteryx, Automation, Tableau | Tagged | Leave a comment

Customer Cohorts and Product Sequence with orders data

Whether you work in B2B or B2C, getting a better understanding of customer or account transactions in sequence is core. Customer cohorts will show you how well you are doing acquiring new customers, but also do they conduct repeat business … Continue reading

Posted in Alteryx, Marketing, Redshift, Sales, Snowflake, SQL, Tableau | Tagged , | Leave a comment

Easy Fuzzy Match on Names in Tableau with SQL

Finding duplicate entities at scale in large databases using only names coming from free text boxes is always a challenge in Marketing, common in B2C, often ignored in B2B. Let’s take a simple scenario: I have a very long list … Continue reading

Posted in Marketing, Performance, Snowflake, SQL, Tableau, Uncategorized | Tagged | Leave a comment

How to Import SFDC Recursive Hierarchies to Tableau

If you have dealt with hierarchies from Salesforce (SFDC), or from most normalized transactional systems, you have faced some challenges to use those hierarchies in Tableau. Those systems treat hierarchies as a recursive model, storing Parent to Child relationships in … Continue reading

Posted in Alteryx, Automation, Marketing, Sales, SFDC, SQL, Tableau, Uncategorized | Tagged , | Leave a comment

Snowflake Summit 2019 Debrief

I was very excited at the thought of attending the first edition of the Snowflake customer event In San Francisco last week, and the event did deliver…

Posted in Alteryx, Automation, Performance, Snowflake, SQL, Tableau, Uncategorized | Leave a comment