Carlson Rezidor Tableau Implementation Carlson Rezidor Tableau Implementation

Tuesday, February 25th, 2014


Presented By

•Nathan Vanderwyst

Senior Systems Analyst

Created by Nathan Vanderwyst


Carlson Rezidor Locations

Created by Nathan Vanderwyst



• A little bit about the Tableau project at Carlson Rezidor.

• A walk through of the Tableau environment at Carlson Rezidor.

• Reasons for using Tableau extracts (data sources) at Carlson Rezidor.

• Use of Tableau log files.

• Implementation of row level security at Carlson Rezidor.

• Use of Tableau PostgreSQL meta data.

• Leveraging Tableau workbook XML. g g

Created by Nathan Vanderwyst


The Mission

• Procurement, configuration & installation of all required hardware and software components. software components.

• Create 11 extracts (data sources) from 42 existing single-fact star schema Oracle tables.

Meta data use business friendly names in extracts – Meta data – use business friendly names in extracts.

• Ability to refresh all supported production Tableau Oracle Extracts daily.

• Accommodate users in global regions • Accommodate users in global regions.

– Application of row level security – Access to Tableau Server – No Single-Sign-On

• Provide static Tableau views (i.e., Tableau reports) via internal reporting website.

Created by Nathan Vanderwyst


j Project Plan &Timeline

3 weeks

3 3 months months

12 weeks

External support

Created by Nathan Vanderwyst


And don’t forget the extras... g

• SSL VPN connection to Tableau server for our global regions.

• Want Tableau 8 even though planning was for v7.

• Utility to create PDF’s using TabCmd for internal reporting website.

• Subscriptions working.

• Dashboard to display user activity and extract monitoring.

• A means to disable extract refresh when Oracle issues arise.

Created by Nathan Vanderwyst


Separation of Responsibilities

Business Intelligence Team Revenue Optimization Team

Created by Nathan Vanderwyst


Tableau Environment

Email and Hotel Reporting

Tableau Server Environment

Created by Nathan Vanderwyst