For Organizations Using Tableau

Unlock the Full Potential of Your Tableau Investment

Where every analyst from emerging talent to established expert becomes a true partner to their stakeholders.

Next-Level Tableau  Β·  nextleveltableau.com

Your organization has invested in Tableau and you have people using it every day, from emerging talent to established experts. There is a gap, however, between what's possible and what's actually being delivered and most organizations sense it without quite being able to name it. What they are certain about is that they expect and want a higher return from their investment in Tableau.

Employee Retention

Keep the People Who Carry Your Data Culture

Your Tableau champions are far more than technically skilled data professionals. They often carry tons of institutional knowledge, team relationships, and years of context that can't be replicated quickly. When they leave, they take all of that with them. And replacing them costs far more than keeping them and keeping them happy.

The analysts who stay are the ones who feel challenged, supported, and seen. A culture of continuous learning where their growth is expected and enabled is one of the most powerful retention tools an organization has.

When your champions grow, they bring the whole team with them. In addition to helping them feel more satisfied in their work, you're giving them the opportunity to help others grow and to demonstrate their own leadership capabilities.

"I just got promoted because of this class… and it's only been 10 days! I told them 'Hey, look at all this cool stuff' and they're like 'Great! We've been thinking about this. So here you go.' And so I lead a team of developers now."

Billy Caughey
Manager, Analytics and Reporting DaVita Kidney Care

"Since joining NLT I've probably doubled my Tableau skills! The truth is, the office hours are all about learning and growing in a fun way! The Tableau Help Desk on Circle is a game-changer I've asked multiple questions and never felt stupid doing it! All in less than one month!"

Morgan Erickson
Senior Business Intelligence Analyst Antelope
The Evolving Landscape

AI Is Coming. The Fundamentals Still Matter.

It's easy to get distracted by what's new. AI, automation, and evolving tools are reshaping how analysts work. At the same time, Tableau is evolving too. But the core skills that make a great analyst don't expire: understanding stakeholder needs, structuring questions, doing deep analysis to address complex business questions, and delivering information in clear and compelling dashboards.

Organizations that invest in these fundamentals today will be better positioned to adopt new technologies as they arrive because their people understand why good analysis works, not just how to click the buttons.

For companies deciding whether to invest in training now or later later always costs more.

Fundamentals Don't Expire

Stakeholder communication, data storytelling, and analytical thinking will remain the foundation of great analysis regardless of what tools emerge.

AI Amplifies Great Thinking

Teams that understand the craft of analysis will use AI to go further. Teams that don't will be left with fast but shallow outputs.

Tableau Keeps Evolving

New features, AI integrations, and platform updates reward analysts who have strong foundations and leave self-taught gaps behind.

Return on Investment

Demonstrating ROI on Your Tableau Investment

Your leadership wants to know the investment in Tableau is paying off measurable and visible. Especially with alternatives like Power BI in the conversation, demonstrating tangible return matters. Here's how to make the case.

01

Time Saved

Track how long it previously took to produce reports manually. Compare it to the time analysts now spend building and maintaining dashboards. Even modest efficiency gains at scale add up fast.

02

Decision Speed

Ask stakeholders whether they are making decisions faster, with more confidence, than before. Qualitative evidence of improved decision-making is compelling and easy to gather. Plus, most stakeholders are able to ask more and new questions once they start using Tableau. This qualitative improvement in the information they have available to grow their business is invaluable.

03

Analyst Output Quality

Look at the dashboards being produced in Tableau compared to the previous solutions Excel, PowerPoint. Are they clearer, more purposeful, better structured? Do they give more power to the end user to interrogate data, interact, and filter dynamically? Quality improvement is visible, so make sure to document it and share it.

Quick Wins

Four Things You Can Start This Week

Free, low-cost, and actionable no long lead times required. These are things your organization can start right now, using what you already have, inspired by the energy of Tableau Conference.

Quick Win 01
Lunch & Learn Sessions
🍽️
Cost: Free Effort: Low Up & running: Same week

Set up a recurring weekly session of 30–60 minutes bring your lunch. Any analyst can present something they've built, a technique they've discovered, or a challenge they want feedback on. Hosted by your Tableau champions. Open to everyone. No pressure, no formal agenda.

This is peer-to-peer enablement at its best. It builds community, spreads knowledge organically, and gives your champions a natural platform to lead.

Quick Win 02
Internal Community Challenges
πŸ†
Cost: Free Effort: Low Start: This week

The global Tableau community runs Makeover Monday, Workout Wednesday, and other regular challenges using publicly available datasets. You can bring this into your organization.

Set up a dedicated Slack or Teams channel. Pick a dataset from the community projects or your own data. Give people 60 minutes on a Monday to try it. Share outputs. Celebrate participation and encourage feedback. The energy from Tableau Conference is the perfect trigger to kick this off.

Quick Win 03
Free & Low-Cost NLT Resources
πŸ“š
Cost: Free to low Effort: None Available: Today

Next-Level Tableau offers free and low-cost entry points for your Tableau training. For teams looking to go further, Tableau Core Concepts is available for $97 per person a structured foundation course that covers the fundamentals every analyst needs.

These are resources your champions can share with their team immediately. No procurement, no lead time, no commitment required.

Quick Win 04
Internal Dashboard Critique Sessions
πŸ”
Cost: Free Effort: Low Start: This week

Invite team members to bring a dashboard they're proud of or one they're struggling with. Run a structured critique session: what's working, what could be clearer, what would a stakeholder actually use? Your Tableau champions can facilitate this.

Want to take it further? Book a Viz Review with Eva Murray a 90-minute professional dashboard critique session for up to 12 team members. Eva is a globally recognised dataviz professional, author, and community champion who will review your dashboards, identify specific improvements, and give your team actionable feedback they can implement immediately.

$500 per session

Book a Viz Review
Ready to Go Further?

Build a Culture of Excellence. Don't Leave It to Chance.

These suggestions are a starting point to help you kick things off. To truly drive ROI from Tableau, maximise the value you get by building a culture of learning, supporting your champions, and giving your emerging analysts the structure and confidence to grow. That's exactly what NLT for Teams is designed to do.

Next-Level Tableau

Next-Level Tableau  ·  World-class Tableau training for individuals and organizations