Andrew Gutierrez presents "It's Who You Know": Using Tableau for Relationship Mapping.

We’ve all heard the phrase “it’s not what you know, it’s who you know.” Never has this adage been more applicable than in the fundraising world, where mutual connections are often leveraged to help engage prospective donors. It's now common for fundraising shops to invest in acquiring information on who else their prospects might know, with employment and corporate/civic board membership data frequently being utilized. But while most shops will agree on relationship data's importance, many organizations still struggle to use this information to its full potential; most industry-standard CRMs still lack even basic functionality to visualize constituent relationships. Fortunately, Tableau can be utilized as a solution.

This presentation will provide an overview of social network analysis and of common applications of relational data within fundraising, and it will then present walkthroughs of several ways to implement relationship data within Tableau dashboards. If you or your organization has struggled in the past to utilize your constituents' relationship data, this presentation is for you.