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Connect with others from the Credit Union industry to improve how we use analytics to drive value for our members.
Rasta Ghafouri
,
Jessica Waydelis,
Charlotte Taft
Open
Jun 14, 2018
Thanks for joining the October meet-up! Alliant, Red Canoe, & BECU gave a great talk on enablement, how to build a template for your CU, and a hands-on guide to using your custom color palette.
MEETING RECORDING: Click Here
SLIDE DECK: Download HERE
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Wednesday, October 3rd 2019
Welcome & Community Updates
Charlotte Taft, Callahan & Associates, DC
Moving from a Tableau Lab to an Enterprise Roll-Out with a Governed Process and Enablement
Nicklas Ankarstad & Crystal Ancona, Alliant Credit Union
There is more to a Tableau implementation than simply purchasing licenses and installing the software. Hear from Alliant Credit Union how they started small with a Tableau Lab and used lessons learned to developed reporting standards and processes to ensure compliant, secure and quality analytics across the organization.
Build a Tableau Brand Standard at Your Credit Union
Kelly Gage, Red Canoe Credit Union
Templates remove headaches. This session will take on the process of designing and implementing credit union brand standards for Tableau, including tips for a smooth experience.
TUG Tableau Tip: Custom Color Palettes
Karrie Cardiff, BECU
Ever wanted your CU’s color palette to be the Tableau default? Or just to be able to use it in Tableau, period? Karrie will share the hands-on steps for getting your colors right, with ease
Live Q&A
Thanks for joining us for an excellent discussion on the perennially interesting topic of core conversions - plus analytics!
Meeting Recording: View Here
Meeting Deck: Download Here
Hello CU TUG-ers! Thanks to everyone who attended the 4/17 webinar meet-up!
Meeting Recording: View Here
Meeting Deck: Download Here
Credit Union & Data Analytics Resource Guide: Access the PDF or Post
Thanks to everyone who attended our January meeting on 1/31!
Meeting Recording Presentation Slides
Get Involved!
Credit Unions are doing seriously excellent things with data analytics - on lean and skilled teams. If you have questions you want to ask your peers, look to your right and add your question via the box on the sidebar!
Happy New Year, CU TUG members!
I'm thrilled to announce that we'll be meeting on January 31st at 3pm ET for our next virtual discussion.
Click here to register: https://usergroups.tableau.com/creditunionvirtualusergroup
Thanks to everyone who attended our November meeting on 11/28! As promised...
Thanks to everyone who registered for or attended our first meeting! We had amazing turnout (over 300 people!) and great interaction. I will be posting answers to some of the questions we did not have time for in the Q&A in the discussion section here!
We've just launched this TUG for credit unions - and we're thrilled you found us!
Please join us - just log in (creating an account is easy if you don't have one!) and click Join This Group.