Tableau Server is a business intelligence application that provides browser-based analytics anyone can learn and use.
Full Permissions are able to be set right down to the data row level.
Easy to use interface to manage users, groups, permissions.
Extract Status pages easy to use
Ability to customize menus
Ability to embed dashboards into other applications
Ability to edit Dashboards from Tableau Server Interface (with sufficient permissions)
Ability to manage extracts/datasources from server interface
In built troubleshooting
Ability to create "sites"
There are still issues with displaying dashboards with lots of data (despite what tableau show off at Tableau Conferences)
Could there be better extract interaction between Tableau Desktop and Server?
Make sure you have fully specified machines running your Tableau Server Instance
With regards to permissions it is best to set all your users to be Publishers then create a series of groups with names corresponding to the level of permissions that you wish to apply to your users.
Add your users into the various groups appropriately.
Apply groups to each project to apply permissions.
Needed a method of distributing Tableau Reports/Dashboards and make sure that different departments/parts of the organisation only had access to appropriate reports.
Tableau Server is easy to implement in a Global Corporation in just few months. This is a very user friendly web based application so all users do not require any training. An analyst or data scientist can publish a report on the server, the users logon into the server from internet explorer or a mobile device and directly see the Dashboards in very trendy way! It’s a 3 steps process which allowed our Fortune 500 corporation to deliver quickly Dashboards and Predictive analytics to 5,000+ users in a click!
Tableau Server is not yet a real large scale enterprise tool, lack of compatibility with different browser versions, you can’t create sub-folders to a project which is pain point. The permissions options are also not the best way to manage security. But overall, the tool is so easy and user friendly that you forget most of the pain points and just wait for the next realease bringing every two months amazing new functionalities!
Tableau Server is easy to implement. If you are implementing it in the Cloud, ensure to have the network connection ready before or everything is going to be painful to implement in parallel with too many dependencies. The tool is excellent and the adoption is fast, be ready to scale up!
Our Corporation is using Teradata with Cognos and Oracle e-Business Suite with Oracle BI. Tableau allowed our Corporation to provide quick access to amazing visualisions to a large number of users without have to involve developers, IT or scale our environment. We realized cost savings on network, infrastructure, developers and analysts. We also were able to limit the support using the Elite Support team from Tableau.
I like how easy it is to publish dashboards from Tableau desktop to Tableau Server in order to share them with users throughout my company. Tableau Server allows user access to be customized so people can view exactly what is relevant to them. Users can also download reports and dashboards for offline use.
Tableau Server can be slow at times depending on the internet connection. It is also somewhat glitchy at times.
If you have a lot of people that will be viewing Tableau dashboards this is a cost effective and easy way to do it. It is a much better option than emailing large Tableau files to each user.
Tableau Server allows us to share dashboards and reports to users throughout the organization. It is easy to access via an internet connection and can be accessed using a computer or mobile device.
It's the most powerful data visualization tool. I like the ability to create calculated fields, parameters and the easy drag and drop features. tableau server can be used to create filters by usernames which is cool if you want to personalize the dashboards by user names. It has endless customization features. It can be connected to almost every data source. Tableau is also constantly adding new data sources. One of the coolest features is DATA BLENDING which we can use to combine data from multiple sources.
It does not have direct connection to Dynamics CRM :( - So, I have to connect to a middleware for creating dashboards from Dynamics CRM. Well, it's competitor POWER BI has the ability to use R programming directly for data manipulation. In Tableau, we have to use the STRING FUNCTIONS to use R which is inconvenient.
It's a beautiful tool and constantly evolving. Wait fro the Dynamics CRM Connector to unleash its true power for creating Sales dashboard. It's slightly expensive though.
Creating scalable dashboards. It's ability to combine data from multiple sources by using data blending helps to get one view of disparate data spread across multiple data sources.
The Tableau server, allows developers to create a versioned repository of their content and automate, schedule data loads as well as receive automated emails of dashboards. In addition, a layer of security sits on top of this to authenticate and authorize users to the published content. The best part is that consumers can view and access with a modern browser or mobile and tablet device.
Tableau still has a bit more to go to become fully enterprise-ready. We are a global 70K employee very diverse company and just do not get the depth that we need. But the good news is that most of the missing enterprise functionality is starting to show up with updates. Such as Data governance, folders within folders and multiple identity providers as well as two brand new enhancement tools: Billions of rows super fast data engine and a really cool and easy to use data exploration and prepration tool.
Tableau desktop is only a small piece of the whole suite of tools and capabilities offered by using Tableau server. If cost is prohibiting you to purchase a full core license of Tableau server, consider Tableau online and the new subscription models that have much lower initial cost commitments.
Tableau was famous in the industry that they do not negotiate and have published prices. Recently, that has not been the case as Tableau is trying to close some larger enterprise deals.
Try to negotiate a better deal as it is a win-win solution for both sides. You will realize a very quick ROI and Tableau will have made a lifelong partner and customer.
The business problems are really solved at the Tableau desktop level. Tableau server simply allows a very efficient way of distributing those solutions and insights with the masses. We have been able to become a data-driven organization at the top and are slowly pushing that down to the layers of management using data authorization that is built into the tool.
I love that I can search any of my customers and know exactly what they are buying of the products we represent. I feel as though Tableau does the hard work for me, and it is impossible not to be able to set a high standard with customer relationships on the first meeting when you have so much information about them at your finger tips.
I dislike that it takes about 4 months to see an update in a customer's purchase history; I would love if it were only a few weeks from the date of sale, so we as a company can confirm with data that they bought an item as opposed to holding on to their word for it and find out months later they might not have started buying the product just yet/there were issues.
It gives you full access to operators in regards to their usage of your products and who they are buying from. It makes selling so simple as you do not have to spend much time doing research with all of the information being in one place -- making it easier to work with accounts that are already loyal users buy other products of yours or notice they might benefit from alternatives products based on how much they are currently using.
I go in to accounts fully confident in know who they buy from, what they buy, and how much per quarter so there is no wasting time in presenting items they already use or might not be interested.
I like how simple the UI is for all basic level items.
I struggle with the calculated formulas and how they use their own language that varies slightly from SQL.
We did not switch from one software to another. We use this in addition to our other software. My biggest recommendation is to invest in training. There are a lot of options. Some that are very expensive and others that are reasonable.
We are solving all the reporting needs that our business unit has been looking for now for years. It is allowing us to consume the data in real time better than before. We have also started using it to distribute reports to the field as we can build the report once, clone it for all locations and then restrict it with permissions.
Tableau has become a valuable tool for managing our district's accountability. We have several issue in the past being able to get this information to our district staff who is needing this information to make important budgetary and staffing decisions. We also use this data to show our areas of need among our students -- what are our district's strengths and weaknesses and how can we improve for next year. These are the important questions that we are constantly asking ourselves in order to get better.
Tableau's interface could use some updating to make it more user-friendly. It just feels dated. Our district transferred most of utilities to Google, who are the kings of making software more inviting and user-friendly. It seems very similar to the old Sharepoint system that every business used to use before several companies came along to create a better solutions.
I would strongly recommend Tableau Server as it has been a huge benefit to our district. It is easy to use and navigate through the portals in order to pull the needed data. We have tried several programs in the past and have been very happy with the results of Tableau Server. We mainly utilize the dashboard feature which is beneficial for quickly running reports and keeping our information up to date.
Tableau dashboards have made it easier to keep our district staff updated on important accountability numbers and we are currently working towards using expanding its footprint in our district through budgetary reports.
Simply said, Tableau presents data visualization in a way that is easier for new users to implement and outsiders to understand. You don't have to have a lot of skills to get started, in fact, someone with almost no experience could pick it up within a few hours of tinkering with it. On the flip side, for those who take the time to really learn it; learn the calculations, and what others have done, you can begin to do some great things with the software.
To get into the more advanced calculations, there is a learning curve and it becomes a lot steeper when there are more specific tasks. I would say there are "limitations", but there almost always a way around them. In other words, if you want to do something specific, but can't figure it out, there's typically an alternate way to do it. Although you can complete, you ask, "Why couldn't it have just been done this way?".
If you manage large amounts of data and have to present that data to others, Tableau is the way to go. It makes it easy for you to manipulate the data in an attractive way. Then, for those who wish to view it can do so for free with the Tableau Reader.
There was not an easy way to visualize data. Sure, excel does do the trick, but when you're dealing with months and months of sales data over time for multiple campaigns you can't put all of that info in a single excel file. It simply doesn't work. Not to mention the added time to create graphs, charts, tables, etc. Tableau does it all in one. The benefit is doing more in less time.
The best part about tableau is its Accessibility to data sets directly which makes it super user friendly for the people who are new to the world of data analytics. Another thing which is really cool is its Heat mapping chart type which is one of the best visualization factor for sensing the data.
Only one thing which i could think of as a con is that Tableau doesn't offer functionality to do traditional production type reporting. You can’t create static layouts or data tables and it doesn’t offer features related to distribution, or scheduling and notification of reports.
Tableau has given our business users the ability to perform fairly complex data visualization in a very intuitive, drag and drop manner. Its data visualization is also impressively interactive. The user can highlight sections and drill-down into charts without extensive skills or assistance from IT.
Tableau is an industry leading software package, and for multi-user use, the Tableau Server is the backbone that makes it all work. On a daily basis I login to our Tableau Server and use reports we have built to show our base line metrics. Being able to have automatically refreshed data at my finger tips is a real blessing compared to the old OLAP pivot table days.
As a non-profit the Licensing fee for the Tableau server can price out some of the most helpful uses. We have had multiple occasions where we have been unable to justify the cost for a server license for someone, which is never what users want to hear.
Connect with the Tableau beta testing process, that way you can see what is on the horizon. Then you can plan ahead and upgrade your Tableau Server as needed when the updates become available.
Sharing reporting and Data via the Tableau server has cut out time that was previously wasted to create and then maintain reporting that was not always visually consistent. It gives everyone the exact same data to look at, instead of people using other tools to pull the data separately, which is and always will be a huge issue.
So easy to get up and running with Tableau server. Allows for clients to easily publish workbooks and dashboards to Tableau server to allow users to at their leisure access the views via a self service portal. The UI is easy and clear to understand and use and embedded search facility allows you to find views with ease. The server specs we found considering the amount of work that goes onto our Tableau server are very good with the server running absolutely fine with 4 cores and 16Gb RAM.
Licencing changed after we purchased the server product from Tableau and now if we wanted to extend our infrastructure it would cost us far too much money so expand-ability has somewhat been cut off for us. We have also had some fairly annoying problems on upgrading from one version of Tableau server to another. These have been as minor as graphical glitches in the views displayed via Tableau server to most extreme one where the product was using up vast quantities of disk space causing our disks to fill and the product to stop functioning. Tableau releases are very frequent and I personally feel that Tableau as a company should do more testing before simply releasing it to the world.
Have a look at Tableau public first as this is a very close experience to the server product and do not be put off by the installation and administration side of Tableau Server as it is extremely simple and easy to look after.
Ability to connect disparate data sources from different technologies together (e.g. Excel, Access and SQL server) and to be able to disseminate views and dashboards of this data to our user base via a web client. Mobile devices can now be used to consume MI and BI reports and bespoke Android and Apple apps only enhance this experience.
I love having access to my entire company's data lake, it supports myself as a sourcing team member to be able to leverage best practices without having to log in and out of multiple entity ERP's, and without having to be signed in via VPN.
The datalake does take a long time to refresh, and can very frustratingly time out when you are trying to pull the reports. Overall, it worse the time taken to wait.
If you have no other ways to access all data lakes, this is great for dashboards and quick looks at the business's spend. The reports are only as good as the data put in, which can also spit out many false negatives that take a while to be cleansed. It is worth the effort to put good data in.
We are able to leverage the entire business's spend with specific suppliers, including Parent company details. As a smaller business with low volume and high mix, it is critical to leverage all spend when possible.
Tableau Server is a helpful platform through which you can publish workbooks (dashboards) to share with others, and depending on permissions, they can download as well. It also lets you link to workbooks if you want another website/page to feature your data visualization.
Any edits that are made to a workbook must be saved and re-uploaded, I haven't been able to edit in Tableau Server's site which means you can end up with many copies of a dashboard..
Tableau allows us to share our visualizations/dashboards with clients and receive feedback on our work, while letting them utilize what we've built, without them being able to make edits or change anything.
It allows us to access our data using a variety of parameters to get at the specific data points that we need. It is the most robust system that we use. Plus, the "Dictionary" function is particularly helpful when looking for an obscure report or onboarding new team members.
The quick time-out on the product (both from within each report - as the report will default back to original settings - and from an account automatic log-out) is counter-productive when trying to multi-task. The interface isn't particularly attractive, and it can sometimes be confusing to navigate. A less Tableau-responsible issue is that our data isn't updated in real time (there is a +1 day delay on all of our data between our internal database and Tableau).
This is a good system if your business fits within one industry category (example, ecommerce only). If you have multiple sectors of your business, then you might need this in addition to another reporting feature depending on how you can tie your order system into Tableau.
Internal reporting, this is how we access our internal order data from our subscription service.
Efficient servers are necessary in the business world today so that the vast quantities of information being transmitted to, through, and from businesses can be delivered to the right people at the right time. Servers need to transmit data, perform data analysis and manipulate data. The transformation of raw data into something meaningful and an insightful presentation of this data is crucial to a business’s success.Tableau Software provides a solution to this server need. In addition to their desktop, online and mobile products, Tableau delivers a server product called Tableau Server. Tableau Server provides solutions to all of the basic server needs while adding details that make it one of the best options on the market today. The Server operates by housing and sharing dashboards created in Tableau Desktop in a matter of minutes. These dashboards can be accessed by users from mobile devices like tablets and phones as well as from individual PCs.
Initial Data Preparation: Companies need to have strong technical skills to build the initial structure. This is typically done by IT or a consulting organization. Once the integration with the data source is done, though users with no or very little SQL knowledge can also access the tool create the dashboards and analyze data.
Features: Some argue that not all statistical features are provided by Tableau. Business–centric solution such as Tableau are used broadly throughout the organization, though they do have narrower set of capability.
Financial Reporting: Although great for analytical purposes, Tableau and other BI tools cannot replace Financial Reporting applications. This does require financial analyst to be proficient in a number of reporting tools and to use them interchangeably.
Can be cost prohibitive
Like most BI vendors, Tableau offers a few different software licensing options. There’s a free version of Tableau for personal use, but its functionality is...
Dashboard generation for Visual Analytics
My favorite part of using Tableau server is the ability to share data across the server. I think that it's imperative that the data I am using to pull my reports can be something that anyone in the marketing department would have access to.
I dislike how often I disconnect from the server when I am trying to run various reports. I understand that the reason behind this is due to too much being asked on my end at any one time but it would be nice to go between reports without it occasionally disconnecting from the server.
I truly believe that Tableau server much like Tableau Desktop is essential for all data analytics. I honestly don't know how else I would be able to review the data of what I do on a quarterly basis and make the difficult choices that I make with the 20+ vendors that I work with if it wasn't for this platform and these capabilities of this software.
I think the number 1 business problem that Tableau Server solves is the use of false data across a company. When we have the ability to pull the data from Salesforce into Tableau and end up getting the same data as our sales team or any other department I think we are able to address concerns as a company easier.
I love the usability of Tableau. You do not need to be a data scientist or have familiarity with databases to use tableau. For medium level Excel users - Tableau makes your data into a glorified pivot table, with added depth, insights and way more usability and functionality than Excel.
I'm still fairly new to Tableau - so I need to dig a bit deeper - but sharing datasets is currently a bit confusing and looks like it requires a separate subscription for Tableau Server, which doesn't make sense.
If you're looking for a business intelligence / insights solutions. Tableau is a great place to start. Their training sample workbooks will get you up and going in no time and the usability and functionality is way better than fumbling around with Excel spreadsheets.
I am easily able to analyze prospects affiliate programs, paid adwords effectiveness, as well as geographical trends sales data trends for our B2B clients.
The visuals are excellent. Very crisp, clean, and modern. Once the report is built, I like that it can be imbedded to your website.
Building the report is often very time consuming and frustrating. When connecting to a data warehouse the dates can't be edited using a filter like when connecting to other data sources. Also, there are ways of creating custom color templates, but this requires some HTML coding. Instead of just saving a color palette.
Make it easier for first time users to connect to data and build their 1st report. It is far above other software out there, but for the price I think the learning curve may scare a lot of people. It would be nice to have a quick report feature that allows you to build common reports similar to those in excel without having to know in-depth know of Tableau. I believe that is what gets people hooked and wanting to know more. Also, the performance on rather large data sets can often take a while to load hindering people from using it the way it is intended.
Creating reports that are scalable for many different users that come from many different technical backgrounds. We have been able to create custom reports that have modern visuals that are user friendly and easy to perceive action along with creating reports that the objects adjust easily.
I love the ease and ability to pull data fairly quickly, especially while in meetings. About half of my daily and weekly reporting comes out of here.
Sometimes load times, typically when using multiple filters, can be really slow.
If you manage large amounts of data and have a need present that data to others, Tableau is definitely the way to go. It, also, makes it easy for you to manipulate the data in an attractive way and allow for anyone to understand what is in front of them.
Tableau allows us to put many different reports, charts, and documents in a shared space, with the ability to only let certain people access each area.
The best part of Tableau server is that it helps the concerned person a lot to read and analyze the data in a very comprehensive manner. I have even heard that it facilitates MS Excel Add ins hence reducing manual efforts. Tableau is a tool that maintains the data in the backend and provides significant insights on the front end thus helping to take appropriate decisions.
It takes a bit of time to load. Apart from this, nothing.
Just go for it. Do consider Tableau Add ins available for MS Excel. Your way of looking at data will significantly change.
We keep our eye on organic and inorganic offtake of user, their behavior and consumption patterns and more things that are related to digital marketing. All-in-one-place benefit with insightful charts.
I used Tableau software to pull metrics of teams all across the organization.It was already built for us to simply put in what we wanted to see and pick how we wanted to see it. It was simple, easy to use, and effective. It does take time to get used to it, but after that, it was no issue.
Not a lot of complaints, but there are just tons and tons of features that you can use which can be confusing when initially learning to use the product. It is also up to your engineers or analysts building the tool for your company, whether or not it will be easy to use... But in the end, all the additional tools were super helpful.
It is a very useful tool to pull data. I've seen PowerBI and Tableau, they're very similar to an outside (non-tech) person like me, but Tableau was fairly easy to see from the start as opposed to PowerBI, hard to figure out what is what.
We pulled our metrics from SalesForce to see how much work was being done by each employee and over all as a team, as well as the division. It helps us visually see a trend yoy and month over month to see which seasons or months are tougher or better. It also helps individual employees be able to keep a track of their KPI and metrics.
I can publish data to the server and my team can filter and customize the data for their particular needs.
It's not completely user friendly. If a report isn't published with the data selected, people need to click in just the right spot for crosstab download to be an option. It is also much slower than the desktop version at spitting out results. I don't know how much of this is due to internal technology issues rather than the server.
Would like to see more options for subscribing people. Subscribe to an entire workbook with custom views.
Excellent tool that keeps improving. Excels at making data accessible. People can subscribe to views and customize what they see.
I don't have to run as many custom reports because people can be more self sufficient.
I like how the program allows our team to pull in data from multiple databases and add manual fields that provide a custom view on reporting. It's features for graphs and data tables make it easy to plug reports directly into presentations.
Sometimes the filters or limitations are not as explicit as needed. It's also tough to understand what data is being pulled in if you are not the one who created the table.
Consistency and testing is key for building new dashboards. There can literally be dashboards for everything!
We are trying to capture media spend for our advertiser clients across 3 separate SSP Exchanges. The challenge this presents is different reporting databases and naming conventions. With Tableau we have successfully combined reports making it easier to see the full picture making the sale to an advertiser easier.
Descrever o potencial da ferramenta é bastante simples diante da usabilidade e diferencial técnico da plataforma. Desde o aprendizado, passando pela sofisticada interface, e implementação, absolutamente tudo nesta ferramenta remete ao fantástico propósito do Business Intelligence nas organizações. Interface é um diferencial, alinhado à usabilidade através da conexão com diferentes fontes de dados. O big data, é bastante admirável na ferramenta e as integrações possui uma velocidade de performance encantadora. O suporte e a comunidade é um fator positivo. Recomendo.
Preço é um fator de ameaça para as pequenas empresas que não desfrutam de budget para projetos de Business Intelligence com esta interface. As linguagens e programações são alguns dos fatores que demandam conhecimento prévio dos programadores que consideram o uso da ferramenta. Importante ressaltar que o pacote é vendido com número limitado de licenças, ou seja, para organizações com mais usuários, a necessidade da disponibilidade de mais licenças se faz necessária, oque representa mais custo.
As recomendações são as melhores. O Trial é uma plataforma completa que permita uma experimentação inicial que trará as respostas necessárias aos usuários e gestores.
Desenvolvimento de Dashboards cuja a integração com sistemas legados permitem uma sincronicidade de oportunidades e leituras bastante avançadas. A partir da implementação do Tableau, a leitura pode ser estabelecida com diferentes bases de dados, desde Excel à grandes sistemas como SAP e Oracle. A ferramente possui conectores que permitem e geram fácil integração entre os diferentes tipos de sistemas.
It took only minutes to set up. Soon thereafter we were publishing models for users to utilize.
It takes little to manage Tableau Server on an ongoing basis.
Tableau Server does not offer any solution for version control on its published models.
I also found it difficult at times to discover the root causes of failed scheduled tasks.
It would be nice to have some more optimization tools in order to get the most out of the models being offered and the resources required to refresh the data on an ongoing basis,
Pricing to expose Tableau models on websites is expensive.
Tableau Software was very supportive of our efforts to deploy Tableau Server. They offered copious amounts of help, and made resources available to us when required. We are not a big account for them, but were not treated as an afterthought.
We would recommend to start small. It is fast to start, and with little prototyping the results will quickly justifying further investment.
We have realized countless business problems over many knowledge areas.
Most importantly, we have moved from a model of printing/emailing reports to Branch Managers on a daily basis, most of which was ignored, or far too much time was required of them to analyse to one that allows them to get information on demand, that is drillable and flexible enough to allow for ad-hoc discovery.
This has allowed us to be more agile.
Tableau is changing the game with its state of the art reporting software. Being able to connect to our CRM, marketing automation and even uploading excel documents, Tableau provides a slick interface that provides a great user experience.
There was a little ramp up period in the beginning where you may need to go through some training in order to fully understand all the capabilities of the software. Luckily, Tableau has an immense amount of trainings and resources available to help!
It's super powerful but be prepared to take time and really dig into all that the software has to offer.
We have been able to report on data sets and provide reports to our executives that help drive how we do business as well as the most profitable areas for growth.
Tableau allows my team to more easily visualize data across multiple sources. It is an incredible resource not only for viewing our own data, but sharing with clients. With multiple data sources across numerous platforms, Tableau has allowed us to create a one stop shop for all of our data needs.
It would be more intuitive. If you are not a trained Tableau user it can be difficult to cut and change the data as needed. This proves difficult with sharing data views with clients.
A strong coding/data analytics team is needed when porting multiple sources of data into Tableau.
With multiple data sources across numerous platforms, Tableau has allowed us to create a one stop shop for all of our data needs. We use tableau for both internal data read outs for optimization of media as well as sharing data with clients.
I love the ability to draw together diverse data sources and do joins and calculated fields right within the application. It has taken over many tasks I used to use Access or Excel for.
Takes a long time to learn to use well. Sometimes hard-to-see changes in the setup of a page (e.g., changing the color of a pill from blue to green) can dramatically change the output, which can make results frustrating to debug.
I found this product hard to learn by just playing around with it; good courseware is necessary to get up to speed on Tableau.
I use Tableau to analyze multiple related data sets simultaneously; this lets me avoid having to upload and join the data sets in an application like Access before getting into analytics. Saves time and makes advanced statistical analysis look easy.
I like that everything has a purpose, there isn't any unnecessary clutter. I like that each icon gives a description when hovering and it's always been simple to find my way around.
One frustration i've experienced is lag time while selecting multiple filters, when there are a significant amount of options, it always brings me back to the top after selecting 2-3 boxes. The interface could use some updates in terms of visual appearance, font size, etc.
I can only speak to it from a basic user standpoint, but it is easy to find and run reports, the data visualization / charts are very intuitive and user-friendly.
Viewing and interacting with data. I run reports for my personal performance metrics as well as using it to find project status reports.
I love the quantity of data that can be managed and the range of reporting and charting options that exist. There are billions of data that I need to be able to access and synthesize into easily understandable stories. This tool allows me to do this.
Many of the reports have poor UI, but this may be a characteristic of the report-builder as much as the tool itself. I also dislike how slow it often is. I will often run reports (that I haven't built myself--these are canned reports built by others for use by sales reps) and they may take a long time (usually not more than half a minute) to run.
I don't know much about it from a technical point of view other than what I can figure out from using it as a sales rep. From this standpoint, I find it very valuable in providing crucial data, but I often find the interface clunky and my biggest complaint is how long it can take to actually run a report. Sometimes I will wait for several minutes to actually have the data pull. I'm not sure if this is a Tableau issue or has to do with the amount of data I am often looking at.
Culling insights from billions of datapoints. Tableau is one of the primary engines supplying me with data insights that allow me to inform my clients about their performance and ROI.
As a developer, I like how simple the layout is. It is very intuitive to start using and view dashboards.
I think that it could use more customization from the user's perspective to do small ad hoc changes.
I would really figure out the permissions aspect of it before just implementing it out there for the company to start using.
Since I work in insurance, quotes are a big deal. Having a tool that provides visibility on that is a huge step from just trying to analyze spreadsheets.
Ease of use to generate tableau dashboards for various purposes of tracking which helps in solving various business problems. Love the drag and drop feature.You can also filter based on various parameters which is pretty cool and helpful.
With lots of data, it becomes way too slow. They should use some advanced parallel processing algorithms to refine faster. It should also have multi choice and then filter functionality as opposed to choosing one and starting the filtering.
It is one of the best data visualization tools and really very widely used nowadays. So if you haven't tried it, please do so!
We use tableau server for tracking out of SLA bugs per manager / director / etc.
It's visually appealing and great for figuring out our attributions. The graphs are super helpful and I (a non analytical gal) can use it relatively easily.
We're unable to track by specific area in our company (i.e if a sale came from marketing, social media, email, webinars, etc.) Perhaps we're not using it correctly, but from my understanding, we're not able to track this.
Figuring out if sales, leads, etc. came from a specific country. We're able to showcase our numbers for our monthly reporting, which is great. Plus, the graphs make it super easy to visualize everything!
I like that Tableau is highly customizable and intuitive for new users, even easier to pick up for a user who has already worked with other data analytics and visualization programs. The program makes it easy to put data into simple, visual forms for other users to digest and act on.
One thing I dislike is that if there is functionality missing in the program, it may take a long time for the Tableau team to implement changes or customization depending on what users need. Users can request new functions, but with many services and programs there is a long timeline for approval, testing, and implementation.
Tableau allows users to easily pull together multiple sources of data (or link data directly) to create visualizations for other company users. Different groups can then identify where there are key issues or areas of improvement, put together a plan for action, and aim to resolve these issues.
Tableau Server allows organizations to deploy analytics solutions across the organization. Not only does this empower users to explore and understand the data, but it allows for governance, sharing and collaboration. Tableau Server is easy to setup, maintain, and manage. It can be deployed on premise or in the cloud (such as AWS) and is easily scalable.
Tableau continues to extend the capabilities of Server to meet Enterprise needs. The ability to fully govern data sources needs to be more fully implemented. The ability for IT to certify data sources and analytics has been previewed but is not yet fully available as of 10.2. Likewise, the ability to collaborate in a social media like environment is not yet fully realized.
Consider the full cycle of analytics and the ease for members of your organization to easily move between steps in the cycle. Tableau Server is a key component in sharing, interacting, and moving back into analysis and discovery.
Deployment of analytics, data visualizations, dashboards, self-service BI, and the ability to govern data sources. This allows for enterprise-wide deployment as well as governance by individual departments.,
Love the ability to easily join data sources and blend - we are big SFDC users, but like most companies, we have important data like sales quota ramps, start/promotion dates, product usage data etc. that lives outside of SFDC. You don't need to know how to data-warehouse, and can use Tableau to create custom data sources with scheduled refreshes. I also love how easy it is to build some complex calculations that just aren't feasible in other solutions. Lastly, the best thing about Tableau is the community - some of the brightest people in the business collaborating to find great solutions to tough problems that sometimes aren't solved by the product as-is.
It can be tough to pinpoint what is causing certain reports or visualizations to run slower than others. Most of the times it's the size of the underlying data source, but in addition the number of queries and tables/charts you are building into a visualization adds to that lag time. I'd also like a better way to drill down on certain charts or tables - currently I use workarounds with hidden tables which populate if a certain part of a chart is selected for example. The reason for doing this is because some of our SFDC tables have hundreds of columns and clicking to see the underlying data takes forever. I'd like a better way to select the specific columns I want to serve up in a drill-down window and have that functionality built into a visualization. Lastly, working with dates in Tableau can be a bit tricky, especially when you want to do any sort of trended weekly analysis over multiple years. There are workarounds for this, but definitely would like to see some improvement in...
Make sure you have clearly defined who needs licenses and who does not. Tableau Server works best when you can share content with people in their web application. Also, Tableau uses an in-memory database to get good performance, and needs more CPUs to service multiple concurrent users, so if you are skimping on memory vs. their recommended specs you are not going to have a good experience. Carefully read their tech specs for production vs. prototyping/trialing:
Initially, mostly sales and marketing intelligence, but that has evolved into a full 360 degree view of our business which includes things like product usage and customer firmographic data. What products do we sell well now? Who should our ideal customer profile be? What are signs of a customer who is at risk to churn?
Using Tableau we have been able to combine our SFDC Opportunity and Account data with our back-end customer usage data. We've also been able to use cohort analyses to figure out what our average ramp time is for a new sales rep.
It's usability - as a beginner it's really helpful to have simple drag and drop capabilities. It also helps us identify what we want to look at, it's acting as a data recorder, identifier and tool to render our data in different ways.
It's be great it if was more compatible with exporting into a PDF, I know this takes away from it's clicking options to carve out more data, but it's hard to show a room without a projector. A lot of times we're on the go and only have a computer to help us showcase our data.
Talk with your account manager when you need help trouble shooting. And don't forget to use the demos on demand, and visit the gallery to see what companies like yours are using.
Identifying our portfolio trends so we can make better informed decision about how to give grant money.
If I can analyze data using the drag & drop features; anyone can.
No programming knowledge necessary.
I can create dashboards and reports easily and export them to excel for further sharing which is useful.
sometimes not all of the fields are customize-able. there are certain fields I would like to drill / sort but it doesn't hinder the functionality of the software, but rather the report i am working on.
benefits are reports are customize able and i can automate the data sending reports to me
The tableau server is a great way to share insight across the company and gain a view of how employees are interacting with the data. The service has extremely customizable user controls to manage who can see and edit what data and reports, making it an effective tool to use across the company.
We've had issues multiple times with server release bugs bringing down key functions for the day when they are released. As a core technology for our business, stable releases are key to successful use of the product, which everyone from execs to interns use to track daily metrics and do their day to day jobs.
If you do not foresee a need for some of the admin control and user data analysis, considering using Tableau Online for an off site, cloud based solution. The transition from Tableau Server to Tableau Online is a huge manual process if you have a decently sized environment, so make this call before setting up the environment on an on prem server.
The ability to extract datasets directly to the server allows back end data management and updates during the workday without halting any day-to-day functions for our users. Also, as the data hub for the business, we use the administrators data access to analyze how our business users are digesting data, to better create tools for them to do their jobs. The server also allows us to schedule periodic emails to any of our business users more attached to email, and integrate the tableau app for other users who want to track real time data on mobile.
Tableau Server is intuitive, customizable and secure. I love that users can alter a view and save as their default so it opens to the most relevant information. Dashboards are easy to share with no need to download additional software.
Setting the permissions appropriately so dashboards can be shared with select groups can sometimes get complicated.
Tableau Server can enable you to share dashboards via the Mobile App, but keep in mind that this will require additional security measures
I'm using Tableau to make my report more efficient, automated, and tell the story in a clean, organized way. Reports that previous existed in Excel that were slow to open, difficult to update and hard to look at are now a joy to review.
I love the detailed reporting and calculation capabilities of Tableau. The ability to have pre-populated fields to generate templates and reports to share with clients is the most compelling from a sales perspective. From a data collection standpoint, it goes well beyond anything comparable.
I dislike the overly complex layout and cumbersome means of creating reports. While it has complexities to it to assist with creating analysis, it lacks the user experience optimization and intuitiveness that one would look for in a tool like this. Then again, people don't go to Tableau for fancy bells and whistles, they go to have automated calculations and pre-populated reports--check and check.
It is solid for universal reporting and reports creation!
Being able to create business impact reports and ROI documentation.
I really like the ability to manipulate complex data into easily viewable charts and graphs. These visualizations allow me to make assumptions and solutions to better my work outcomes. I also like the ability to utilize this tool on a mobile device.
Some of the features are not user-friendly. It takes some "getting used to" before I was fully comfortable with the tool.
If you need to organize and better understand a lot of data, this tool is for you.
Our company has an immense amount of data. It is very important for us to understand the data and see what areas need improvement. This tool paints a picture of what I need to improve in my daily role and what I'm already doing well.
There are great integrations with CRMs (like Salesforce) and Marketing Automation tools (like Marketo) that enable us to obtain insightful reporting and analytics around our core products and solutions.
I feel like the visualization and dashboards could be more visually appealing and easy to access.
You're going to want someone who has experience with business analytics to set this up so that you can create trusted reports that are valuable to the end users. It can be cumbersome to create detailed reports that can be dissected by multiple different fields of data.
We are pulling data from different sources to create a single source of truth for marketing reporting needs.
Tableau offered an incredible platform to input various key data points that are relevant to your business. Many platforms offer data input. Tableau is unique in its capabilities to take that big data and deliver a visual image of what that data could mean to your business. A picture is worth a thousand words! Not only are the visuals impressive, it will often help you build a case that you may have needed days to create in another format, for example, PowerPoint. This is a one stop shop!
Tableau was introduced to me through our business analytics team. It can be a bit intimidating to learn how to use and leverage. I would suggest an easy "turn on tableau" for a quick start. This will allow users to get comfortable and not be afraid of the bigger platform.
Trends in the business for starters was a big focus for us. Looking at sales, profit margin growth/declines are critical. Tableau can slice and dice many ways. I leveraged to get another against the competition as well. Very valuable on many levels and dynamic during a presentation. Love the data being live and can .answer challenges quickly with a quick key punch or stroke. This is key
Tableau puts the most relevant information at your fingertips monthly. It allows you to weed out the irrelevant data.
Tableau is so data heavy, it can, at times, run a little slower.
At the very least, Tableau deserves a shot. I can't think of any other tool that aggregates data that way Tableau does.
We have over 300 different workbooks in Tableau that allow us to reference and cross reference within minutes. We are able to track everything we need that involves weekly and monthly evaluation.
It was a great alternative to posting to Tableau online or to have a bunch of user's sign up for Tableau Reader (especially if it was just to see one report).
It had FAR less features than Desktop. I don't think I'd want to create my reports within Server.
It's a great area for non-technical people to access a single reporting environment posted by those who use Tableau Desktop.
Drag and drop report build; custom calculations
There's a bit of a learning curve for formatting. I'm not sure if this is truly a dislike on the product or a matter of manipulating my fields to show value in the visualization. The same data points in different periods don't always highlight a trend; so I will manipulate towards something actionable.
I have not used the server version as it can get pricey.
Transformed data in to actionable information.
I like being able to report on different data points whether it's by date, by person, or by product, etc.
I am not sure if this is a Tableau restriction or our own company's data restrictions, but most reports are not real time - they take a day to upload the information from the previous day.
I primarily use Tableau for reporting that pulls data from multiple systems. Since we use multiple data warehouses, Tableau has been a benefit to our company/team since when trying to do sole reporting out of Salesforce we have run into restrictions or less accurate data.
Tableau server plays a big role in our org. It’s reliability and stability are the biggest pros I like. The online edit features to workbooks and the revision history tracking are subtle but very important features that I love.
So far the only dislike for me is the number of outages our team does for maintanence. Wish the product required less regular maintanence.
Definitely worth the investment.
It is allowing our organization to use data visualization more in our reporting and integrate into our custom built company sites for all to access the reports.
An easy reporting tool to start with for a beginner. Ability to connect many data sources and create impressive looking visualizations easily. Let's you to create compelling, interactive visualizations on your own with just drag & drop.
Plugins / addons that it supports (R integration).
Tableau provides API's that supports to automate functionalities like automatic deployment & extract.
Very expensive in terms of license.
Documentation & Tutorials - It can be hard to find the documentation for specific features.
Data formatting issues.
Data model is all about queries, slow down the processing when you have a considerable amount of data loaded
If you need highly sophisticated, interactive, customizable visualizations and a powerful desktop analytics engine, Tableau is becoming an industry standard.
Give it a shot, more powerful than most of the analytics tool.
Ease of use needs some work though.
We have moved most of our internal reporting solutions to tableau in no time.
Tableau helps us to resolve most of our operational reporting needs whereas MicroStrategy helps in business reporting needs.
It does pull data together to display in graphical format. It looks like it has some potential to be a powerful tool.
It's not very intuitive. The data is organized in a very messy way. There's too much information all in one place and it's difficult to organize it or sort it. I understand that we can create new and different formats for displaying the data, but it's not easy or intuitive to do.
I get what Tableau is attempting to present as a solution and it seems like it has capability to be powerful, but it looks like a lot of effort has been put in to making it powerful and not very intuitive. It's not easy to see the data and it's not laid out in a way that's easy to understand. Reports can be customized, but it's not quick or easy and it's not intuitive.
Centralized database with production performance and a common location for all sites to display their data. Anyone from anywhere in the world can review the production data in any location.
Tableau is simple, yet complex. It offers some amazing ways to measure every detail about the people and products you need to know about.
The splash pages aren't as intuitive as I'd like, but once you get past that, the rest is great.
Find someone to be the expert within your company so that one person can own the details and creation of the systems within Tableau. The reports are intuitive enough that they will be helpful to anyone else who gets a brief overview of how to use the system.
We know where we're at. We know where we need to grow. We know where we're winning
The ease of use of Tableau Server and the multiple options that it provides the user in terms of data consumption is really intuitive and helpful. For instance, the new Data Extract Refresh is a very helpful and thoughtful feature for connections made to extremely slow-performing databases.
I wish Tableau Server can remember passwords when it comes to data refreshes when uploading changes from Tableau Desktop. I have to manually embed passwords every time. Also, if there was a loading bar that shows the progress of the load, that would be very helpful.
Make sure you have the proper access and permissions but once you do, Tableau Server is very easy and intuitive to use. The extract refresh option is particularly helpful for large data sets as well as slow connections to databases.
Tableau Server provides easy access to members of my organization to monitor my team's metrics and get quick and easy insight into our team's performance. We are able to share our data with other teams leading to business decisions being made from insight that was non-existent before.
Functions are pretty stable. I personally haven't encountered any problems in terms of connection etc
Not much to dislike to be honest. Pretty standard server to me as a user
To connect to customized data pull from the original data warehouse. It has pretty much the same capabilities as Tableau desktop
Tableau allows for anyone to quickly connect to and explore all types of data. The interface is smooth with drag and drop features which are smooth and intuitive. Tableau has layers too. You can use it on a basic level, but dig deep and you'll quickly find advanced tools that will take your data to the next level.
Tableau is reliant on outside tools for certain predictive analytics and statistical methods.
Not able to trigger e-mailing of reports by metric thresholds.
If you're interested, just ask for a trial to see how it works for you.
Sharing data, analysis, and reporting across an organization.
Deploying dashboards for visual management which update automatically as new data is added to the supporting databases.
Tableau is great for data visualization including heat maps, graphs, and plotting numerous data sets against each other. Additionally, the excel data set will auto update once linked to the tableau book.
Tableau can be challenging to learn compared to excel and training classes are extremely expensive. Additionally, at times it can be difficult to determine why certain data functions cannot work to be plotted into the graphs when they work on an excel pivot table for example.
Tableau has been essential for our team but be sure to include the training classes for anyone who will be using the tool. These are very expensive to purchase outside of the contracted terms.
We utilize Tableau for data visualization of quality measures across numerous healthcare clinical initiatives. The system allows us to link our database so that every time we run our analytics and visualization it is automatically utilizing the updated system as opposed to constantly updating the underlying data the system is pulling from.
Beautiful, user friendly interface for anyone of any level to use. Plenty of database integrations and plenty of tools to slice and dice data as you please.
Building out very custom reporting depending on types of data. Some of the pre-determined charts and graphs don't quite cover what we need so would love to see a little more customization on the visual front. Templates for certain types of reports would be nice to use (some sort of auto-create report would be helpful).
The most common challenge is teaching non-technical teams the stories behind our data and how we assess / analyze them. It's hard giving numbers and their fluctuations when people can't SEE them. Tableau is incredible because it draws out the changes and people understand the next steps better.
Gives great sales data per store that I have, easily breaks down data into easy to tonread numbers for myself and my customers.
Server often cuts out and I have to re-log into my account several times throughout the day. Gets difficult when pr sending information to customers.
Presenting past and current sales data to customers, I can show how they are trending year to date vs year ago which helps them see what we need to do in store to pull numbers up or what we need to keep doing to keep numbers up.
I love the visual components of tableau. Often when using a generic spreadsheet it is challenging to make engaging charts and eye catching displays that are good for presentations, but with Tableau it is easy to organize things as you need them.
The only complaint I have is that it is a third party software from the big corporations I have used it in. When I was at Oracle, the database company, it seemed silly to need to look elsewhere, but once you accepted that, there really wasn't much to complain about with Tableau.
Keep trying to learn more it has a lot of great features.
It helps me quickly compile and organize multiple data sets. It makes it easy to find correlations between KPIs and to combine information from multiple locations.
Tableau is a great tool for visualizing data. I generally like Tableau and think its a valuable tool to have as an Account Manager. I like how Tableau is improving its UI and the web version is much easier and quicker than the previous tableau download.
I use tableau to generate PDFs to generate reports for clients so they can visualize how they utilize the service they've purchased. It's not always consistent from page to page, sometimes too small to read or it's awkwardly scaled. I've had reports blur as well.
Tableau is providing a solution to the problem of not having an accurate view of the state of your accounts. It provides the data I need to visualize the client's general health as an account, see gaps that I'm looking to close in usage, and improve my understanding solutions I can provide to them as well.
It helps you see and understand large amounts of data. The dashboards are very visual and beat any other product I've used (i.e. Excel, etc.).
It is difficult to integrate with APIs and can take a long time to diagnose data issues. It's not SUPER intuitive and I like the drag & drop features, but these can be difficult to put together.
Our business uses Tableau to generate insights on our customer data. It allows us to put together dashboards and reports that fit not only our needs but our advertisers and publishers as well. It's a crucial aspect of our business to be able to act on large amounts of data.
I like the ability to customize every area of the Dashboard from the Tooltip to the names of Filters that are displayed.
Can be heavy with level of order functions and some of the formulas aren't very intuitive to an excel user.
We have extended pivot tables to a more dynamic system that can be accessed at an executive level to view different slices of data via upload to the Online Portal.
It's a visualization of data, so it is a great place to not only organize it but make it visual. There are so many options to how to pull things and have it appear - I feel like our company is just starting to tap it's true potential!
It takes a lot of training and learning for those building it. If you don't have deep resources, I would recommend hiring out major builds.
Hire experts and train the right people well. It's hard to make the investment, but you'll be really happy with all of the different things you can do. It's a wonderful tool if you have folks educated enough to really use it.
We have essentially transitioned all of our operations' performance monitoring and reporting into Tableau. It's a much quicker, cleaner and efficient way of reading and updating data.
I like that I can customize reports and have them emailed to me when they're ready. Info stores online so it doesn't take up a lot of space.
It seems super slow sometimes when there is a lot of data.
We are able to see mass amounts of information in different formats.
I enjoy Tableau because I like the ability to pull live reports very easily and quickly. It is nice to be able to have different templates/files that you can quickly pull specific fields.
I mainly use Tableau to pull live reports and quick and easy ways to quality control our data. The extent to which I have used this application I have been happy with.
This is a nice way to have different users and have the ability to access live and up to date data that allows you to quality control any bulk upload data or "data entry" information. It is also really easy to pull data from your system so that clients can easily view and quality check the information you have in their system.
The ability to quality control our data is HUGE in making sure our information is correct and accurate.
Tableau has great diversity in how we are able to represent some of our most complex data quandaries.
I wish tableau had more stat-savvy things. If we could marry the analysis of SPSS with the visualization options of Tableau I would be a happy data nerd.
It's very user friendly, but remember that it's not a stats software. It will not run regressions or give you meaning; it will only help you see patterns in the data. Think of it as a savvy excel.
We need ways to take all of the data we have lingering and represent for management. We also need it to be dynamic. Nobody likes running reports (or hiring people to do it!), so the dashboard concept is invaluable.
I like the endless ways to organize and display data. The program has a wider variety of graphs and charts than Excel, and they fit nicely into presentations.
The program is not immediately intuitive to use, and custom fields are programmed differently from Excel. This makes it more difficult for users well versed into Excel to learn to use Tableau. It is also fairly difficult to troubleshoot if you do not achieve the intended result right away.
I now have a quick and easy report to use to present to my Sales team. It doesn't take long to update and shows a wide range of data.
1. You can create visuals quickly and switch between types easily to find the model that best represents your message.
2. Tableau defaults are based on best practices, so your initial result contains good color combinations and layout.
3. The user interface is well-organized so you can customize the view with a few clicks vs. multiple menus, etc.
Scheduling or notification of reports:
Tableau does not provide the feature of automatic refreshing of the reports with the help of scheduling. There is no option of scheduling in Tableau. Therefore, there is always some manual effort required when users needs to update the data in the back-end.
elps in building interactive dashboards using a GUI,You can perform basic calculations and even run some simple stats in Tableau itself
I love that I can publish interactive data visualizations to the web and can make them into webpages and blogs, they can be shared via social media or email, and they can be made available for download to other users!! We were able to achieve so much in so little time and really outreach to improve our business tremendously.
I wish the interface was a little more user-friendly for the non-tech savvy folk. For example when I tried to publish my data I had to click a few buttons that just didn't make complete sense and was difficult to teach and train my employees. Overall the service is fabulous and would recommend it to anyone and any business!
It allows things to run in minutes not months! Very efficient!
We have been able to publish dashboards with Tableau Desktop and share them throughout my organization. It's easy to set up and even easier to run. This allowed me to get my team excited about several different things for the business and I look forward to using this product long term! Also some of things we were trying to accomplish took us months to do and this really only took us 3 minutes.
- connects with various types of data sources
- gives the option to refresh automatically or keep the copy static
- performs all the joins and other SQL functions in the background
- should be more intuitive for connections and easily identify which SQL functions are required. Some of the joints that we apply of different sources (large tables) are complex and it becomes difficult to understand the output and validate its accuracy.
- Don't completely rely on the outputs. Make sure that you validate the data in the backend (atleast for the first time)
- some of the graphing capabilities are better in Excel (especially when u want to render it in power point)
- Slice and dice our key metrics, raw data from incident management and site availability perspective.
The ability to pull large data sets from multiple sources and cross analyze with its powerful processing engine into 1 visualization.
Requires a good amount of training which can be a barrier to deployment and adoption.
Alignment with your cross functional teams in terms of a desired use case of the tool. Having this agreement set up front will help with on boarding and training services.
This tool allows us to effective communicate between Sales Ops, Sales, and Finance using a consistent platform. This was a barrier before using this tool as we have multiple data sources that often had different reporting features, which caused gaps in communication.
Offers a very detailed look at our business metrics that we might not be able to mine from GA
Sometimes it feels like there are too many features and too many quirks. Also has a adelay.
Requires a bit of support to learn the system and it's quirks
Merchandise performance and quality to help make merchandising decisions
Tableau Server is easy to implement within a company in relatively short time. It is also very easy to publish dashboards. It is a very user friendly web application that does not require much of the training before you start developing your own dashboards.
The biggest issue is Tableau inability to handle extremely large data, and increase in response time when you are dealing with large data. I know that Tableau is trying to address this issue but I still did not see highly efficient solution.
If you have extremely big data, then you should be careful before you select Tableau as your default web application.
We are building different Tableau dashboards / reports when working with business partners / clients.
I love that all of the information I am looking for is available. However, having it in different screens and choppy is sometimes difficult to compare trends and other data. The user interface and general aesthetic appeal is fair.
At some times, I feel like the calculations and information in the background gets confusing when I can't see how certain metrics are derived. Delay in speed at points.
Easy to interact with and navigate.
We watch overall production and revenue trends for practitioners through Tableau. There is also payroll to revenue schedules and the ability to compare to different locations within a company.
I love the intuitive and easy interface while being able to work with complex data. Our company is huge, with Tableau I can quickly check data from relevant departments
Itá a great tool and very helpful. The pricing might be a disadvantage, as it´s quite expensive, but personally not a problem for me.
Sometimes it takes too long to open/load a site.
It´s a really helpful tool to understand and work with your company's data
Visualizing and understanding my companies data - especially to deep dive and understand customers behaviour
I really like how simple it is to create visuals that tell a story
Sometimes that server can be a bit slow when there is too much data
Make sure you know that you want to display because there are so many things you can do with tableau. It is better to start with a goal in mind and then to use tableau to help create the dashboards, metrics or visual to achieve that goal.
To display metrics and analytics in a simple and streamlined way.
It's super easy to connect Tableau Desktop to the server and even easier to quickly publish dashboards/stories. You can even create "tabbed dashboards" with the server that make a lot of sense compared to packaging a workbook and using Tableau Reader.
I haven't found anything I don't like about it so far. Maybe I wish there were a few more customization options!
We're solving the issue of sharing reports. It used to all be done through emails, or internal servers (which don't work for anyone outside of the organization). With Tableau Server, you can send a link and set permissions for who can see each dashboard and then they can check it anytime!
Our data lives in multiple places, so Tableau helps us to combine that data in one place to gain better insight through all kinds of charts and views.
Tableau is a powerful tool, but can be confusing for beginners because, although there are so many features that can be leveraged, they can't all be learned until spending a lot of time within the product becoming a power user or reading through Tableau support resources.
Tableau helps us to compile multiple data sources and use them to see a more holistic view of our data.
I find tableu the perfect graphic tool as it allows for complex tables/graphs to be created with excel/other analytical data.
It's not an intuitive tool. Even if you play around with it to try to figure out how it works you'll miss multiple tricks/aspects of the tool.
I have been able to depict complex analysis in a clear concise table/graph
I like that it allows you to tell a story about the data. It organizes it into an easy way to digest it and take insights. I work with a alot of data dumps and this is a must.
What I find is that it's not intuitive nor are the products sold to consumers done properly for the company. I've actually intervewed to be a sales manager there (didn't get the job) but had to present the product at the interview so I know what it can actually do and its crazy that it doesn't with the two companies ive used it at. Especially RMN - it would always break and the product is terrible.
Make sure its implemented correctly as the product is great but if not used fully it's more of a mess and not used to its value.
I love that anyone in my org can view my dashboards and visualizations without needing the Desktop suite installed. it makes things fast and easy for them to be able to dive into the data..
Its a little hard to get data out of Tableau Server into programs like Excel.
Its a great tool that can help step up usage of Tableau at your company!
I'm using it to share business results and KPIs for a variety of consumer product sales and supply chain data.
Previously, I had to wait for monthly reports to see the status of my budget. Now I can access it instantly.
I have to drill down into certain areas to access exactly what I want.
Take the time to really understand what Tableau offers. At first, it is a lot of information to take in and sort through, but it is worth the time and effort.
I am able to get up to date answers on budget questions instead of basing my decisions on information that may be weeks old.
The ease of use and the amount of data that can fit on the platform. It is a great user experience and offers varying levels of control that allow data to be aggregated in a meaningful and helpful way.
It can be slow and laggy and has crashed for me before. Uploading from the back end requires a solid knowledge of SQL, so it may not be able to be used by some teams.
I use Tableau to check multiple dashboards, as it populates data automatically and seamlessly.
It is a very nice and functional platform. There are a ton of different options you can use for graphics and tables. It can be utilized to tabulate a lot of differing information for a clearer picture, as well as make a lot of graphics to share.
It is not fast, that is proabably its biggest downfall. It seems like it takes forever to load, and then takes forever to make any selections. In addition to that, it likes to default to the starting point, instead of being able to unclick certain areas and reclick to re-view.
We use it for a lot of different items: Satisfaction, production, views for new sales/confirms, meetings had, comparison.
We use it figure trends in data and where succesful people are, and where areas of improvement are
Tableau has clean formats, is easy to use, and the possibilities are endless.
Lots of workarounds are required to produce more advanced charts.
Add more advanced charts in the Show Me tab
I use Tableau to track my company's Google Analytics. It's quick and easy to track over time!
Tableau gives you a lot of flexibility to create graphs and dashboards to visualize your data
Parsing your data to get exactly what you would like to graph/visualize is not as easy as other tools such as Microsoft Power BI
Also check out Microsoft Power BI to compare features and pricing
Analyzing data, creating graphs, creating reports
Most importantly, the graphics and visualization showing different data elements clearly help define our company's engagement activities and help our organizations make decisions as a result of what we see. They also help me and my team explain trends and statistics much more easily.
I have noticed that when our data expands t include more than just names but multiple variables that connect with other page views, data freezes. Tableau Server stop working effectively. Filters may not work and then, visualization is skewed.
capture of risk of certain engagements and activities between company representatives and stakeholders.
Data loading is a breeze. The interface is simple and easy to use. The visualizations are wonderful.
Takes a while to process large datasets. Creating an extract helps but not all the times. Need to have data formatted in the right format to to anything worthwhile.
Try the free desktop version to visualize data. The best way to get used to it is to just start playing around. You will love what you come out with!
Big data visualizations. We have been able to offer our members so much more now that we use tableau. Visualizations and data manipulation is easy and can be done in a matter of minutes. Plus the data is all right there if a member wants to see a certain cut.
Tableau makes your data analytics BEAUTIFUL. Whether you work in operations, finance, business, or another department, if your organization buys into Tableau the results can be fantastic.
The hardest part of Tableau - like with any other rollout of a new software to a company - is user adoption. Tableau offers many resources to get staff trained in Tableau, but ultimately there will need to be early adopters in your organization who embrace a culture of beautiful data analytics. Also the differences between Tableau Server and Tableau Desktop can be difficult to work through if you have both users.
We primarily used Tableau to take our data visualizations using data from large administrative data sets to the next level.
My favorite thing about Tableau is the fact that it has saved me hours each week! In the past, I configured reports from our banking software, put them into Excel, had to manipulate and consolidate all the data, then interpret the information and use it. Tableau took all those steps out! Now I open Tableau and see all information in front of me. That's it.
There are a few options that I would like Tableau to have. I would like to be able to put notes on the actual pages. Since I audit, I send emails and would like to record dates and findings on the actual Tableau page. So far, this isn't possible.
See previous Q&A. Auditing is more streamlined.
it's intuitive. anyone can use it. allows you to answer questions very quickly and move from thought to thought creating visuals to answer questions every step of the way.
inter-row calculations can be difficult. also wish there was better documentation/governance/transparency in the calculations (though Tableau Prep is a very promising step)
Take advantage of all the free training on their website. Engage in the customer forums and user community, especially voting for new features (Tableau developers rely heavily on votes when determining what to add in quarterly updates)
We use tableau desktop for ad hoc analysis, compliance reporting, performance measurement, survey results visuals, predictive analytics, data QA. It's always the first tool for me.
It gives me the data I need in a readable format.
Load time is extremely slow! Yes, we have a lot of data being collected but accessing Tableau through my browser is slow and their filtering system just hurts. If I wanted to filter multiple things, I'd have to do it one at a time, wait for the data to load, filter the second thing and wait again. Why can't I just select all the filters and then load data all at once?
Make the interface better! Fix your filtering system and make the web version load faster.
I use it to check sales performance on a weekly basis. It's great I have all the data gathered into one place. I wish the UI was more intuitive.
Allows you to create numerous tiles heavily diving into various metrics - that you specify. At least with my company, we had a handful of tableau specialists who would do the dirty work of getting the reports built. Tableau also has some great filtering tools that allows users to drill pretty far down into larger sets of data.
It can be slightly overwhelming at times - although I think this is dependent on how you design it specifically for each user. Also tends to take a long time to load all information.
Tableau allows you to look at the big picture - while also having the ability to drill down into a specific representative on a specific day. This is providing us with the benefit of having one universal tool for everyone to use to look at data, rather than having to build numerous dashboards and reports for everyone.
I thoroughly appreciate the output of the results. Once you get all of the spreadsheets and aggregators set up, it's really nice to be able to pick and select data from a myriad of sources to create your dashboard. Additionally, the Tableau community makes it easy to get inspired to new dashboard ideas.
It's certainly time consuming to learn the tool and to get up to speed on how to maximize the tool. However, once you're trained, it becomes smooth after that.
When learning the tool, take advantage of all of the available resources and classes that Tableau offers us on their website. It really helps to make the learning process easier.
We wanted one place that housed all of the data that impacted the entire organization. From sales to marketing, it helped everyone read off the same page.
Love that we can see our data outside of our database.
You must understand the basics of data analysis in order to connect the data visualizations to actionable business strategy changes.
Allow for easier tweaking of visualizations through desktop.
Improve the sharing ability of desktop. I'd like to be able to share data with others outside of my network.
We can now easily analyze our data instead of writing and combining data through queries. Ability to make actionable changes to increase revenue.
Incredible flexibility. it has allowed us to develop and deploy both adhoc analyses and operational dashboards easily and without serious support from IT.
We get all excited about new product releases that get delayed or never show up. But it's a good problem to have...
Low barriers to entry, and easy to become well versed. Be patient. It's still evolving and doesn't have all the flexibility you might think it has in the beginning. I credit their marketing for doing too good of a job occasionally.
Business intelligence analyses and operational dashboards. We've seen the ability to scale rapidly and manage users easily.
Tableau is extremely intuitive and allows anyone from the analyst level to the C-Suite level to develop meaningful insights from data.
Some of the calculations and formulas that are available to a user in Excel are either unavailable or must be formatted differently in Tableau. This takes some getting used to.
Familiarizing your audience with the graphical/user interface of Tableau Server is key. The more comfortable they are with the look and feel, the more willing they will be to trust your analysis and use the product regularly.
We have drastically streamlined the amount it takes to complete a data request, resulting in increased awareness of trends and the ability to make business decisions in a timely manner.
Ability to administer users and their permissions at every level.
The cost increases per user compared to others competitors' flat rate.
Installation and updating is difficult without prior experience. IT is recommended for Server installation.
Business Intelligence warehouse. Data Share Point
Tableau is useful for prebuilt reporting you'll reference regularly. We use it to understand product adoption, churn rates, graduation rates, etc. for these types of heavy reports with lots of data we're able to have our bi team build a tableau report and that makes it easy to track our progress.
Tableau isn't always intuitive especially for an new user. For example, creating a new report is not easy.
Great tool if you have use cases for why you're implementing it.
It's a key reporting tool to track business level metrics.
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