Do you know the value of your data?

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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.

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
  • Basic program functions
    • Connection to data sources
    • Introduction to the user interface
    • Analysis and visualization options
    • KPI-based calculations
    • Dashboard Configuration
    • Enabling of visualizations
  • Practical exercises from everyday banking life
  • Development of portfolio and cluster analyses for bank control
  • Presentation of our “Financial Industry Solutions” for Tableau

Agenda

  • 10:00 am: Welcome + introduction round
  • 10:15 am: Tableau Desktop – Basics & functions
  • 11:15 am: Practical Exercise #1
    • Create a Dashboard: Investment & Corporate Banking – Cluster Analysis
  • 12:15 am: Mittagspause
  • 1:15 pm: Practical Exercise #2
    • Create a Dashboard: Portfolio Management Summary
  • 2:15 pm: Tableau Server + Publishing
  • 2:45 pm: Our „Financial Industry Solutions“ for Tableau
    • Learn more intelligent ways to use Tableau for bank control.
  • 3:45 pm: Q&A + Feedback
  • 4:00 pm: Workshop-End

Teilnahmegebühr

For end users: € 200,- plus Mwst.

For consultant: €990,- plus Mwst.

Venue

SIEGER Consulting GmbH

Gerbermühlstraße 9 (5. Stock)

60594 Frankfurt

Next dates

10:00 – 16:00 Uhr

  • Tuesday, 26.02.2019 (Fully booked!)
  • Tuesday, 26.03.2019
  • 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

  • 26.02.2019
  • 10:00 am – 4:00 pm
  • 200,00 €
  • Frankfurt am Main

Event Notes

The registration becomes binding with our confirmation. Cancellations are free of charge until 10 working days before the workshop.

See: Conditions of participation and data protection provisions.

Laptops will be provided by us.

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

Mrs Schmidt
Consultant Analytics
Business Development Manager
events@sgc.de