Collaborative Dashboarding with Merkle - A Clever Use of Tableau Server

725 views · Published 3 June 2014 · 43:35 · Indexed 6 November 2026

Channel: Tableau · 2014 · Science & Technology

Watch on YouTube

This session will detail the liberating possibilities of a real-time data connection, using data sources published to Tableau Server, that permits one company to view and interact with data behind another company's secure firewall.

This partnership between Merkle, a CRM agency, and a Fortune 50 company involves a complex series of marketing dashboards that track the performance and goals of the entire marketing team.  As tasks are completed, the dashboards instantly update to show real-time results to senior management.

Creating this live data connection is challenging because of the technological security systems for both Merkle and the Fortune 50 company.  A clever use of Tableau Server data sources not only alleviates this problem, but also provides a collaborative development environment for both parties.  This session will completely explain the technical situation and Server solution with hands-on dashboard examples.

*All data and visuals used in this presentation are sample do not reflect live production reporting from any client

More from this channel