Nikki Vann, CPA, is the Director of Finance & Administration at the North Carolina Association of CPAs (NCACPA). She, along with Jennifer Rowell, Director of Member Engagement (also from the NCACPA) and I were honored to deliver a presentation entitled, “Moving the Needle on Member Data" at the American Institute of CPAs (AICPA) Annual Conference in Key Biscayne, Florida during July 2017.
During development or enhancements to a Power BI solution, you may encounter this message: "An error occurred while processing the data in the dataset. The 'handouts_path' column does not exist in the rowset." You probably received this message via email if you published the dataset.
A critical part of onboarding involves introducing the culture and setting expectations. If your association strives for an analytical culture that makes data-guided decisions, you should think about how to include data literacy in your onboarding or orientation process.
The first and most important rule about making workbooks more efficient is to understand that if it loads slowly in Desktop on your computer, then it will be slow on the server too once it is published. Desktop and server each have their own way to enable, record, and analyze performance. The focus here is on performance recording for workbooks published to Tableau Server.
Email marketing is a primary way that associations engage with members. With the cost of email marketing systems and staff time, the investment in email marketing can be significant. So how do you measure the success of emails to ensure a return on investment?
For many associations, education is more than just a source of revenue and a key member benefit. It is a cornerstone for the organization's existence. Despite the importance of education, associations still struggle with how to measure the success of professional development programs. According to Tagoras, 87% of associations offer e-learning, but less than 30% use data to make decisions about their educational programs.
The constantly growing number of choices for customers mean many aspects of our products and services are in danger of becoming commoditized, but customer experience is not one of them.
The Associations Tableau User Group met in Chicago on October 13, 2016. Formed in August 2016, the Associations Tableau User Group (AssocTUG) serves as a platform for association professionals using Tableau to network and learn. The group meets quarterly in Washington, DC and periodically in Chicago. If you missed the Chicago meeting, here's a recap of some key takeaways.
Level of detail expressions (which are sometimes also referred to as "LOD Expressions" or "LOD Calculations") are an advanced analytics feature in Tableau. LOD Expressions are useful for cohort analysis or looking at averages or totals across segements.
As associations strive to better understand their customers to provide excellent service and relevant products and services, social media strategy and data are growing sources of competitive advantage. Social media is a rich source of customer interests and preferences that complement other data sources, like your membership database, finance, and email marketing systems, to provide a 360° view of your customer.