Building Purpose-Driven Dashboards: Real-World Design Lessons from a Customer Language Dashboard in Finance | FinServ Tableau User Group | July 2025

Financial Services Tableau User Group

Jul 31, 9:30 – 10:30 PM (UTC)

Tired of one-size-fits-all dashboards that miss the mark? Join us as we show how a purpose-first approach and Dynamic Zone Visibility turned raw customer-language data into crystal-clear insights.

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About this event

You’re invited to the next virtual Financial Services Tableau User Group meetup on Thursday, July 31, 2025 at 5:30 PM ET. In financial services, the best dashboards do more than display numbers; they answer the questions that matter. Join us for a behind-the-scenes look at a Tableau dashboard designed for a banking client to explore customer language preferences. Lisa Hitch, Data Consultant at the Information Lab, will share the story behind how the dashboard came to be, the key lessons learned along the way, and a walkthrough of technical features, including Dynamic Zone Visibility, that made the project a success. This session blends design thinking with Tableau best practices and encourages you not to stop at standard requirements, but to keep asking "Why?"

Speaker

  • Lisa Hitch

    The Information Lab

    Data Analytics Consultant & PhD Student

When

When

Thursday, July 31, 2025
9:30 PM – 10:30 PM (UTC)

Agenda

Welcome & Introduction
Lisa Hitch | Customer Language Dashboard

Hosts

  • Oishiq Nandy

    Old Dominion University

    CRM Analyst

  • Jerry Zhang

    New York Life Insurance Company

    Tableau User Group Leader

Organizers

  • Jack Parry

    The Information Lab | The Data School, New York

    User Group Ambassador

  • Konstantin Weis

    Keyrus US

    User Group Leader

  • michael holcomb

    Wiiisdom

    User Group Leader

  • Oishiq Nandy

    Old Dominion University

    Data Analyst

  • Whitney Pruett

    Cetera Financial Group

    Tableau User Group Leader

  • Jerry Zhang

    New York Life Insurance Company

    Tableau User Group Leader

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