Data to Information Ladder
How to turn data into information Many organisations have a lot of data without much idea what to do with it. Converting data into useful …
How to rapidly create and implement a cost-effective Data Quality solution?
How do you quickly start to monitor Data Quality without any tools? Our client, a French Investment bank, wanted to improve their Data Governance, including …
How do you manage employee conduct risk within a large financial services organisation?
Manage employee conduct risk and remove your personal risk The introduction of the Senior Managers and Certification Regime put managers personally on the hook for …
How do you securely report Credit Risk across the Front Office?
The Head of Credit Risk at a major investment bank had the challenge of revamping their existing Credit Risk reporting. Many different teams were spending …
How to roll out Tableau across the Front Office of an investment bank
Successfully make use of Tableau in the Front Office Our client, an investment bank with offices all over the globe, were stuck using a legacy …
Our experience delivering Client Insights to an Asset Manager
The Head of Client Experience at a large European asset manager was heavily involved in changing the culture from being product focused to becoming client …
Use Data to Improve Client Experience in Asset Management
Client Experience can distinguish you from your competitors Below is the executive summary from our Client Insights for Client Experience whitepaper: In key market sectors, …
Sheet swapping in Tableau
This article shows two different techniques of how to do sheet swapping in Tableau. Sheet swapping is where sheets are hidden/displayed (swapped!) depending on user …
Tableau Scaffolding Dates – Calculating Deferred Revenue
There are a small number of use cases where Tableau scaffolding is the solution. In Tableau, scaffolding dates is used to “fill in” missing dates, …
How to remove the abc column in Tableau
How to remove the abc column may be the most commonly asked Tableau question. Hiding the abc column in Tableau is one of those tasks …