Unlocking Credit Union member insights with Tableau

What you'll learn
How to get started with Tableau Public.
Make graphs and maps using sample member data.
Create some basic member segments.
Present findings with dashboards and stories.
Requirements
No prior Tableau experience required.
Description
See your credit union differently. Tableau empowers leaders to explore data with curiosity and confidence-revealing insights that strengthen member relationships, improve performance, and guide strategic growth. You don't need to be a data expert to get started; what matters most is your willingness to ask questions and discover what your data has to say.As a credit union team member, you're expected to deliver value to members, ensure compliance, grow relationships, and make confident decisions-all while managing limited time and resources. Tableau makes this possible by transforming complex reports into clear, visual stories that drive understanding and inspire action.Through hands-on examples drawn from real credit union challenges, you'll learn how to connect data from multiple sources, visualize it in meaningful ways, and uncover the trends that matter most. Whether it's spotting shifts in lending performance, tracking deposit growth, or measuring community impact, you'll gain practical skills you can apply immediately.You'll also explore how to share insights across your teams-making data more accessible, collaborative, and actionable. Tableau's intuitive dashboards and dynamic filters help everyone, from branch managers to executives, make faster, smarter decisions grounded in the same trusted information.In this course, you'll learn how to harness Tableau to uncover trends that support strategic growth, empower your teams with real-time insights, and advocate for your credit union's mission with confidence and clarity. You'll leave equipped to turn data into direction-not just for reporting, but for leadership.
Who this course is for
Non-technical Credit Union employees who want actionable data to better serve their members.
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