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QuickStart to Bank Control

Learn more about Tableau, one of the market-leading tools for data analysis and visualization, through practical exercises from the banking sector.

Within one day you will learn the basics of Tableau. In small, intensive learning groups we show you useful practical examples to keep an eye on important KPIs of your bank (e.g. customer profitability, credit risk management, portfolio management) and to visualize them in an understandable way.

Workshop contents

  • Overview of Tableau’s architecture and product range:
    • Tableau Desktop
    • Tableau Server
    • Tableau Online
  • Basic program functions:
    • Connecting to data sources
    • Introduction to the user interface
    • Analysis and visualization possibilities
    • KPI-based calculations
    • Dashboard configuration
    • Further processing of reports
    • Publishing visualizations
  • Supplementary hands-on exercises from the banking business
  • Development of portfolio and cluster analyses for bank control
  • Presentation of our “Financial Industry Solutions” for Tableau

Agenda

  • 10:00 am: Welcome + Introduction
  • 10:15 am: Tableau Desktop – Basics & Functions
  • 11:15 am: Practical Exercise #1
    • Dashboard Creation: Investment & Corporate Banking – Cluster Analysis
  • 12:15 am: Lunchbreak
  • 1:15 pm: Practical Exercise #2
    • Dashboard Creation: Portfolio Management Summary
  • 2:15 pm: Tableau Server + Publishing
  • 2:45 pm: Our „Financial Industry Solutions“ for Tableau
    • Learn further intelligent ways to use Tableau for bank control.
  • 3:45 pm: Q&A + Feedback
  • Approx. 4:00 pm: End of Workshop

Workshop fee

The workshop is for free.

Location

SIEGER Consulting GmbH

Gerbermühlstraße 9 (5th floor)

60594 Frankfurt am Main

Upcoming seminar dates

Each from 10:00 am – 4:00 pm

  • Tuesday, 23.04.2019
  • Tuesday, 21.05.2019
  • Tuesday, 25.06.2019
  • Tuesday, 30.07.2019
  • Tuesday, 27.08.2019
  • Tuesday, 17.09.2019
  • Tuesday, 22.10.2019
  • Tuesday, 26.11.2019
  • Tuesday, 17.12.2019

Registration

  • Choose your desired date!
  • 10:00 am – 4:00 pm
  • Frankfurt am Main

Event notes

The registration is for free and becomes binding with our confirmation.

See: Conditions of Participation and Privacy Policy (German).

Laptops will be provided.

Workshops for advanced Tableau® users are available on request.

If you have any questions, do not hesitate to contact us directly.

Your contact

Isabelle Schmidt

Ms. Schmidt
Expert Consultant
events@sgc.de