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Credit Unions

Connect with others from the Credit Union industry to improve how we use analytics to drive value for our members.

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About the CUTUG

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Connect with others from the Credit Union industry to improve how we use analytics to drive value for our members.

Owned by:

Rasta Ghafouri , Jessica Waydelis, Charlotte Taft

Tags:

virtual, industry

Group Type:

Open

Created:

Jun 14, 2018

Contact

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Reach out to Charlotte Taft with any questions at ctaft@callahan.com

December Credit Union TUG Meeting

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Thanks to everyone who joined us for the December Credit Union TUG, featuring Melissa Pomeroy of St. Mary's Bank CU in New Hampshire!

Useful Links:

Meeting Recording

Presentation Slide Deck

October Meetup: Analytics for Everyone

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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

JULY Meeting: How to Party With Your Data - CORE-ectly

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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

April Meet-Up: How To Build A Data Analyst

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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

January Meet-Up: Webinar Slides & Recording

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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!

January Meet-Up: Thursday 1/31/18 @ 3PM ET

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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

November CU TUG Meeting: Slides & Deck!

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Thanks to everyone who attended our November meeting on 11/28! As promised...

1. Virtual Credit Union Tableau User Group - YouTube

2. Presentation Slides

Now Available: CUTUG Meeting #1 Slide Deck & Recording

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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!

Download the Slide Deck

Watch the Recording

Take our feedback survey!

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The Latest

Charlotte Taft in Credit Unions1 month ago (Show more Show less)

December 2019 CUTUG Deck

in Credit UnionsLike Show 0 Likes(0)

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Jordan Scott

in Credit Unions1 month ago (Show more Show less)

Virtual Credit Unions Tableau User Group: December 16 - Recording now available

All - Thanks for joining us for the December 16 Virtual Credit Unions Tableau User Group. The recording can now be found here: Virtual Credit Unions Tableau User Group: December 16 - YouTube … (Show more Show less)

in Credit UnionsLike Show 0 Likes(0)

1 replyShow more activityShow more activity

Charlotte Taft (to Jordan Scott) 1 month ago (Show more Show less)

And here is the Powerpoint deck!!

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Jordan Scott

in Credit Unions4 months ago (Show more Show less)

Virtual Credit Unions Tableau User Group: October 3 - Recording now available

Hi all - Thanks for another great meeting! Here is a link to the recording for those who were not able to join us: Virtual Credit Unions Tableau User Group: Oct 3 - YouTube For questions,… (Show more Show less)

in Credit UnionsLike Show 1 Like(1)

0 replies

Karrie Cardiff in Credit Unions6 months ago (Show more Show less)

Tableau Data Doctor

Anyone start a Data Doctor session in their CU? I am set up for our first one the end of September. I am doing it open hours drop in style. Inviting anyone to come by, even just to talk data. I have… (Show more Show less)

in Credit UnionsLike Show 1 Like(1)

3 repliesShow more activityShow more activity

Karrie Cardiff (to Karrie Cardiff) 4 months ago (Show more Show less)

Just as a fall up... We did our first one. It was a little quiet, but I'd say a success. We had five or so people just to come down, say hi, and talk data. Almost our entire BI team came over for a…

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Weigh In!

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More pollsPreviousNext

What topics should we feature @ the next TUG event?

Data warehousing (0%)
0/8
Building a team (0%)
0/8
Effective dashboards (50%)
4/8
Tips & tricks (12%)
1/8
Securing management buy-in (0%)
0/8
Deploying across an institution (25%)
2/8
Other - please leave a comment. (12%)
1/8

Created by Charlotte Taft on Sep 20, 2018 in Credit Unions

8 Votes - 0 Comments

Welcome to the CU Tableau User Group #CUTUG

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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.

Ask a question!
Post an interesting article or workbook you're proud of
Take our poll
Let us know what topics you'd like to be covered in our meetings

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Credit Unions

About the CUTUG

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Featured Content

December Credit Union TUG Meeting

October Meetup: Analytics for Everyone

JULY Meeting: How to Party With Your Data - CORE-ectly

April Meet-Up: How To Build A Data Analyst

January Meet-Up: Webinar Slides & Recording

January Meet-Up: Thursday 1/31/18 @ 3PM ET

November CU TUG Meeting: Slides & Deck!

Now Available: CUTUG Meeting #1 Slide Deck & Recording

The Latest

Weigh In!

What topics should we feature @ the next TUG event?

Data warehousing (0%)

Building a team (0%)

Effective dashboards (50%)

Tips & tricks (12%)

Securing management buy-in (0%)

Deploying across an institution (25%)

Other - please leave a comment. (12%)

Welcome to the CU Tableau User Group #CUTUG

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