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Advancement Tableau User Group Meeting

  • 1.  Advancement Tableau User Group Meeting

    Posted 01-13-2022 11:01 AM

    Greetings, all!


    As you may have heard, the next Advancement Tableau User Group (TUG) meeting is scheduled for Valentine's Day at noon CT.


    We'll be hearing from several award-winning members of the advancement services community, notably Elisa Davis from the Climate Reality Project and Kelly Douglas from Caltech. Together, Elisa and Kelly will be sharing advice on how to develop engaging dashboards that are effective in supporting development teams. Details below!


    If you'd like to attend, here is a link to RSVP.





    Building a Bird's Eye View from the Ground Up

    Elisa will walk us through the process of putting together her award-winning Prospect/Portfolio Overview dashboard, focusing on how to combine easy-to-build dashboard elements to create deep insights for fundraisers, researchers and executives.


    During the presentation, Elisa will share the key business questions she considered in developing this dashboard, as well as how these informed her design decisions. She'll highlight lessons learned from deploying a similar tool to fundraisers at Nevada. And, she'll share some Tableau tips and tricks that help build user confidence in the data presented (hint – tooltips and crosstabs are amazing allies). If your goal is to build a similar tool yourself, Elisa's hope is that by the end of this talk you'll feel inspired, empowered and ready to get started.


    Winning Animations: Bring Your Dashboards to Life

    Kelly will give us a unique look "under the hood" of the dashboard she created for the Advancement TUG Challenge last November. See how she was able to make this adorable, fun, and functional Tableau tool. Not only that, there may be an updated theme to celebrate the holiday.


    Ron Eisenstein


    The Solas Group, a Tableau Alliance Partner

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