ServiceNow Strategic Portfolio Management (Podcast)

 

ServiceNow Strategic Portfolio Management (Podcast)

   

ServiceNow's Strategic Portfolio Management (SPM) solution helps organizations improve their digital transformation efforts.  It achieves this by aligning strategic goals with operational work, using a continuous and collaborative approach across the entire business.  The platform offers tools for strategic planning, resource alignment, and flexible work delivery, regardless of methodology.  This integrated system enhances visibility and responsiveness to change, ultimately maximizing value delivery and addressing the common failures of digital investments.

Please visit ServiceNow, the AI platform for business transformation, to explore more about its portfolio of superb products, now supercharged with AI agents.

Julius AI (Podcast)

 

Julius AI (Podcast)

   

Introducing Julius AI, an intelligent data analyst designed to streamline data analysis and speed up insights discovery.  The AI-powered product allows users to explore, interpret, and visualize data using natural language—no coding needed.  Julius AI emphasizes ease of use, robust security, and collaborative features, making it suitable for a wide range of professionals from finance to scientific research.  In addition, Julius can do data forecasting and statistical analyses, empowering users to uncover patterns, predict trends, and identity anomalies quickly.

Julius supports CSV/XLS, Google Sheets, PDF, text files and can connect directly to various data sources such as PostgreSQL, Google BigQuery, Microsoft OneDrive, Snowflake, Google Drive, GitHub, etc.

Model Context Protocol: Unifying AI Data Access (Podcast)

 

Model Context Protocol (Podcast)

   

The Model Context Protocol (MCP) is an open-source standard created by Anthropic to facilitate better connectivity between AI assistants and various data systems.  Historically, AI models have struggled with data isolation, requiring custom integrations for each new data source.  MCP aims to solve this issue by providing a universal protocol for secure, two-way data connections, enabling AI systems to access information from content repositories, business tools, and development environments more easily.  This allows AI models to produce more relevant responses by understanding the context around a task.  Developers can expose data through MCP servers or build AI applications that connect to these servers.

Custom Data Labeling for Line Chart (Tableau)

Business Request:  Customize data labeling where users can dynamically select what years to display value at line end and what years to display value for every month on line charts.

Solution:  We will use set selection and dual axis to customize the data labeling.

1)     Create a set for Year of Ship Date that will display values by line end in line chart (@Ship Date To Show Line End Set).

2)    Create another set for Year of Ship Date that will display values for every month in line chart (@Ship Date To Show All Values Set).

3)    Create formulas to calculate for sales based on each set.

@ Sales (Line End)

If [Ship Date To Show Line End Set] then [Sales] end

@ Sales (All Values)

If [Ship Date To Show All Values Set] then [Sales] end

4)    Use these 2 formulas to create a dual-axis line chart.

5)    Show sets for users to select years to display value at line end and to select years to display value for every month on line charts.

Many thanks to Jim Dehner for help with the solution.

ServiceNow Retail Service Management (Podcast)

    

ServiceNow Retail Service Management (Podcast)

   

ServiceNow's Retail Service Management (RSM) platform is a comprehensive solution designed to streamline retail operations and enhance customer experiences.  The platform offers a wide array of features including AI-powered workflows, omnichannel support, self-service portals, and workforce optimization tools.  It's built on the Now Platform®, a single cloud application platform, and available globally with support in multiple languages.  The text details various products, solutions, and resources available within the platform, emphasizing its capabilities in improving efficiency, reducing costs, and boosting customer satisfaction.  ServiceNow provides extensive resources, including training and partner support, for successful implementation.

Please visit ServiceNow, the AI platform for business transformation, to explore more about its portfolio of phenomenal products, now supercharged with AI agents.

Hide Null Value in Filter But Keep in Calculation (Tableau)

 

Business Request:  Hide Null value in filter 'Downtime Type' but still keep it in calculation and show only 'Planned' and 'Unplanned'.  The reason is having Null value in the filter might be confusing for the users.

Solution:

    1)  Create a fake field to assign Null a value that exists in the data set for field 'Downtime Type'.

        @Fake Field

        CASE [Downtime Type]

        When null then 'Planned'

        Else [Downtime Type]

        END

    2)  From this 'Fake Field', create a set 'Fake Field Set'

    3)  Create a 'Fake Field Set Filter' to be used as a filter

        @Fake Field Set Filter

        CASE [Downtime Type]

        When null then True

        Else [Downtime Type] in [Fake Field Set]

    4)  Drag @Fake Field Set Filter to filter shelf and select 'True'.  Use 'Fake Field Set' as a filter which should have only 2 values 'Planned' and 'Unplanned'.

Many thanks to Diego Martinez for help with the solution.

ServiceNow Sales and Order Management (Podcast)

   

ServiceNow Sales and Order Management (Podcast)

   

ServiceNow's Sales and Order Management (SOM) enables organizations to create one continuous value stream by managing the lead to renewal lifecycle on a single platform.  SOM helps teams to define new products, services, and catalog-driven fulfillment policies quickly, automates sales and order fulfillment processes, and empowers service staff to manage post-sale activities.  The results:  Organizations can bring offerings to market faster, accelerate and boost revenue, reduce costs, and improve customer experience.

Please visit ServiceNow, the AI platform for business transformation, to explore more about its portfolio of world-class products, now supercharged with AI agents.