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Developer at a tech consulting company with 51-200 employees
Tableau 8 is here: A quick review of my favorite features.
When you say Business Intelligence it often conjures up different visions. For example, when I tell people I work in BI, I get reactions ranging from blank stares to “Oh…so computer stuff,” to my personal favorite, my barber asking if that meant corporate espionage. While I do like to entertain the image of myself as a slightly geeky (and perhaps less fit) James Bond, it probably isn’t what most people think of when they think of working in Business Intelligence.
My bet would be that the image in most people’s minds is probably a visual of an analytic dashboard. Dashboards, after all, are the face of Business Intelligence. The software that enables us to convert raw data into dashboards is crucial to enabling business users to consume information in a user-friendly form and then take that information and make informed business decisions. It’s all about taking data and telling the story in a meaningful, actionable way. With the release of Tableau 8, one of the leading BI vendors is upping their game.
Tableau Software is rated as one of the leaders in BI vendors according to Gartner’s Magic Quadrant for Business Intelligence and Analytics Platforms and this past March they celebrated the release of their best version yet. I’ve had exposure to lot of different BI visualization tools over the years and Tableau is definitely one of my favorites. The tools they provide are easy to use, intuitive, and powerful. This allows for rapid development and deployment of interactive dashboards. These dashboards give the data context and help make it meaningful to the end user.
While Tableau 8 is jam-packed with new features, I wanted to concentrate on just a few of my favorites.
- Forecasting -
Visvero is consistently reminding our clients that business intelligence is all about finding the stories hidden with the data. All data has a story to tell, but without help it can be difficult to understand what that story is. Giving the proper context to raw numbers allows us to look at historical data and understand the story so far. However, like that ever frustrating cliffhanger ending or “to be continued…” notation after an enthralling TV show, we are always nagged by the curiosity of what comes next. What is the next chapter in our story?
In the business world this isn’t just a nagging curiosity. Many times it comes down to the difference between success and failure. Without the ability to intelligently look to the future and anticipate the demands of tomorrow, you are endangering the future of your business. It’s no wonder then that being able to forecast data (predictive analytics) is one of the most popular demands for BI solutions. In Tableau 8 it is about as easy as it gets. Simply, with a few mouse clicks, you can add a forecast in seconds, and easily tweak your forecasting model to suit your needs.
- New Visualizations -
Of course, one of the biggest parts of any business intelligence tool is what visualizations it can create. In Tableau 8, the visualizations are diverse and very informational. New options like word clouds and bubble maps are great additions. However, my personal favorite is the tree-map. Not only are tree-maps great chart types for giving context, the way Tableau handles tree-maps allows for bar charts of tree-maps. This combination can be a powerful way to show relative proportions across categories in a beautifully simplistic way. It’s easily, in my opinion, one of the most powerful of the new view types.
In addition, Tableau 8 now supports overlapping objects on your dashboard. Anyone who has spent a significant amount of time with visualization tools can tell you, arranging the design and layout of a dashboard can often be a very tedious and frustrating task; especially when trying to make the most of your screen real estate. Tableau 8 makes laying out the dashboard nearly hassle-free by enabling you to overlap visualizations. This empowers you to make more efficient use of screen space and easily mold your layout to your needs.
- Visual Grouping / Set Improvements -
The concept of groups and sets are nothing new to Tableau, but with version 8 they’ve been shined up and improved. Grouping can now be done visually and on the fly as you select objects in your view. Those groups are quickly color-coded to “paint” pre-defined selections to help guide the user. The sets functionality has also been streamlined and improved to allow for more advanced set comparisons. This gives you more analytic power than ever before. Pairing dynamic calculated sets with painting using visual grouping makes Tableau 8 even more powerful as an in-depth analysis tool.
- Subscriptions -
Building the best dashboard in the world isn’t going to be of any use if the users who need them aren’t even looking at them. We all know that often management is busy in meetings and completely forget to review their reports before heading to the next one. That’s where the new subscription feature in Tableau 8 comes to the rescue. This feature allows users to subscribe to one or more worksheets and get scheduled emails with images of your selected worksheets along with links to the live reports at your fingertips.
Tableau is always pushing the limits, and their new version is certainly packed with features to be explored and used. Check out their website for a more in depth look at the new tool, and try to catch the Tableau team on tour to see more of what Tableau has to offer! These are just a few of the new features in Tableau 8, but they are some of the features I am personally excited to see and use in my own projects. What features are you excited to try out in the new release? Let me know below in the comments.
Source: www.visvero.com
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Industry Analyst with 51-200 employees
The future of BI in two words
Disclosure: I am an industry analyst focused on self-service business intelligence and data analysts. QlikView and Tableau user. Current clients include QlikView, Spotfire, and Tableau.
What’s the future of BI? Last fall, one sharp source of mine answered, “Two words: Tableau and QlikView. You didn’t hear it here.”
Those are startling words coming from that source, a well-regarded BI consultant known for big-name clients and their big deployments.
At about the same time, a column of mine appeared in Information Management titled “Don’t call it BI” — in which I mentioned Tableau and a few smaller tools. A reader emailed, “You should also become familiar with QlikView.”
My many Tableau-using friends say QlikView is hardly worth a look. Poor visualization! Control panels! Scripting! “It’s so — yesterday,” one emails.
It’s “yesterday” to some yet it’s the future to others. It’s time for a look.
Both Tableau and QlikView promise the same magic: Listen to one pitch and you might think that you’re listening to the other. Each sets itself up against traditional, big-iron BI. Each claims to empower business users by giving them all the data and control they need for free discovery. Each is easy to use. Go inside each tent, though, and you see how different they are.
Metaphorically speaking, Tableau is West Coast. It’s built for discovery by the individual. Just show up and ride on the breeze, the demos seem to say, free as a seed fairy on a meadow. The inevitable mistakes of discovery are quickly undone and forgotten. Create the most dazzling visualizations — “vizzes” — thanks to built-in best practices that nudge you toward beauty and punch.
One of the most attractive aspects is users’ effervescence. They seem to be riding on the wind and solving business problems all at once. Their rapture sweeps me away every time I’m near it.
If Tableau is West Coast, QlikView is East Coast. Its community is bigger, the third-party add-ons are more plentiful, support seems more available, and overall workflow feels more structured. It too is built for discovery, but it’s discovery rooted in community. The “associative experience” reveals relevant data, and you can create your own views and in quick succession ask any questions, anticipated or not. But unless you’re working alone, someone else probably defined the data and its structure for you. This is QlikView’s counterpart to Tableau’s meadow, though it’s more like a manicured garden than Tableau’s unfenced field of daisies.
QlikView’s boundaries may be more apparent than Tableau’s, but I suspect that there’s at least as much power there. I just haven’t yet been able to judge it for myself well enough.
The trouble for me is that I’ve used it alone, as if stuck in a remote cabin. Though even Thoreau might have liked the “associative experience,” QlikView really comes alive only when you link to others.
As in Tableau, any QlikView user can create or modify a workspace, a document linked to one or more sets of data with any number of displays. Unlike Tableau, QlikView isn’t so finicky about data; for one thing, linking to Excel spreadsheets is easier.
I can’t speak with assurance just yet on the differences between QlikView and Tableau Server — more on that later — though I think I see a QlikView edge there.
One other advantage for QlikView is clear: built-in collaboration. True, Tableau workbooks can be passed around in a variety of ways forever. But as with our atomized life on the West Coast, such a community would be for me, the hypothetical manager of a group, too loose for comfort.
Tableau users will shudder, as if about to be extradited back to Maine. “Great, central authority all over again,” they would say. Yet when I imagine myself managing a group, I would feel disabled without a tight, integrated social structure.
“It’s the soft stuff that matters,” TechTarget research director Wayne Eckerson likes to say. Such stuff is what interests me more than anything: Who are these people and how did they choose what they did?
Have most Qlik or Tableau users chosen their tool the way most of us choose spouses, religion, and politics — guided by our relationships? How many software shoppers qualified their candidates with lists of requirements and features and followed through based on evidence? Did they do what a veteran sales person at a large BI vendor sees?: “They gather requirements, they issue RFPs, they visit trade shows, they talk to vendors, and ultimately they pick one because they like its color.”
I think it’s usually about “color,” color being the cover story for something most people can’t quite describe. For now, though, I’m happy to say that at least my first question has been answered: Yes, QlikView belonged on that list in “Don’t call it BI.”
Disclosure: I am a real user, and this review is based on my own experience and opinions.
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December 2024
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BI Solution Engineer at DataSelf
The solutions web version makes it comparably easy to blend data
Pros and Cons
- "I like the solution's web version, more so than Power BI's web version. It just makes it easier to drag and drop things and to blend data on the backend. It simplifies the process."
- "The charting is overly complex in comparison with Power BI's"
What is our primary use case?
What is most valuable?
I like the solution's web version, more so than Power BI's web version. It just makes it easier to drag and drop things and to blend data on the backend. It simplifies the process.
What needs improvement?
The charting is overly complex in comparison with Power BI's
The calculations are harder, as the focus is on a little level of detail instead of on making a column. Power BI and Tableau are a bit more detailed when it comes to creating calculations. It's not possible to merely add two columns together, but there is a need to build a calculation. Simply put, calculations can be a little more complex in Tableau. I'd like to see the ability just to add and subtract columns, to make it like a wizard.
For how long have I used the solution?
We are currently using Tableau
What other advice do I have?
The solution is deployed on-cloud, but I have the desktop version, as well.
As the product is comparable, I rate it as an eight out of ten.
Disclosure: My company has a business relationship with this vendor other than being a customer:
Project Development Coordinator at ALIMENTOS ITALIA
I can upload excel files and visualize the information with details
What is our primary use case?
In particular, I believe in the ease that Tableau provides for generating statistics and content in real time. We no longer use the old system where we must load the data one by one, and with just one click, I can see all the information I need.
How has it helped my organization?
It has facilities that improve some aspects inside and outside of work. We use it basically to see statistics and locate focal studies to make decisions.
What is most valuable?
With Tableau, I can upload excel files and visualize the information with details.
Another aspect is that I can organize the information with the data I have as dates of income, expenses, and annuals.
What needs improvement?
To improve the next version, it is important to highlight the use of the tool in other languages. This includes internal handling and updates.
For how long have I used the solution?
Less than one year.
Which solution did I use previously and why did I switch?
I have never used a similar solution. It is my first time using this tool, and from the time of usage, it facilitates the process of information analysis.
What's my experience with pricing, setup cost, and licensing?
Mainly, there is a free download version but with limitations that allow the user to evaluate and then contact the service provider for their respective installation and deployment.
Which other solutions did I evaluate?
I have not reviewed other options. I think it does not exist; if it exists, I would know and leave a record to compare these tools.
What other advice do I have?
This software must be managed on mobile devices in several languages.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
IT Instructor at a university with 1,001-5,000 employees
User interface is designed for ease of use for non-technical users
What is most valuable?
User interface is designed for ease of use for non-technical users. Users can pick up the product without attending training session. This is a plus.
How has it helped my organization?
I have only used it to demonstrate the ease of use to financial type users in the commercial market. It is used in academia as a simply learning aid for data visualization.
What needs improvement?
Integration with big data platform is a plus for any BI tool. They need to perform ETL/ELT operations with a direct connect to Hadoop ecosystem and RStudio for data quality tasks or offer a similar features.
For how long have I used the solution?
Two years in academia and briefly with the State of Texas in a three month evaluation project.
What do I think about the stability of the solution?
No.
What do I think about the scalability of the solution?
The free mapping component needs some enhancement for a better quality of geographic information, but it does connect with a ESRI mapping server for optimal data visualization of geographic information at an additional cost,
How are customer service and technical support?
Never used it, but the training needs some online learning courses for Tableau administration instead of relying on partner relationships to provide this training.
Which solution did I use previously and why did I switch?
I did not switch. I use QlikView, SAS Analytics, TIBCO Spotfire, and IBM Watson for college instructor roles.
How was the initial setup?
I only used the desktop version for evaluation of the product, and the student version online in academia. It was simple to install, but I am not sure about the server configuration.
What's my experience with pricing, setup cost, and licensing?
Pricing is fair for small business groups, but it also depends on the scalability that they need with the cartographic integration for better maps.
What other advice do I have?
Great tool.
Disclosure: My company has a business relationship with this vendor other than being a customer:
Sr Programmer Analyst at a construction company with 1,001-5,000 employees
A very straightforward setup, but limited extract functionality
What is most valuable?
Tableau's strength is visualization. If a report/dashboard is presented in visualization, the end user can easily connect with the data compared to a tabular format.
How has it helped my organization?
We created a dashboard that displays booking and shipping orders with month-to-date rolling. Executives get a better understanding of the organization as soon as they open this dashboard everyday.
What needs improvement?
There is lot of improvement needed on Tableau extracts. Right now, Tableau doesn't support updating extracts with only changed records. We are doing full extracts everyday, which is utilizing a lot of resources.
For how long have I used the solution?
More than two years.
What do I think about the stability of the solution?
No.
What do I think about the scalability of the solution?
We are limited with the Tableau extract functionality, which is causing an overburden on resources.
How are customer service and technical support?
Technical support is very helpful and prompt on their service, a very knowledgeable support team.
Which solution did I use previously and why did I switch?
No.
How was the initial setup?
Follow the documentation provided. It is a very straightforward setup.
What's my experience with pricing, setup cost, and licensing?
If the user base is huge, try getting enterprise level licenses. If not, you can get desktop licenses for power users.
Which other solutions did I evaluate?
Evaluated a few options: QlickView and OBIEE.
What other advice do I have?
First try a proof of concept with one data set using Tableau. Present it to the user community. Try to work with an implementation partner. Training is essential for power users.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Senior Manager at a tech company with 10,001+ employees
Desktop is fairly intuitive and easy to get started with.
Valuable Features:
Desktop – primarily ease of use, TTM, for ad-hoc and reusable analyses and visualizations.
Improvements to My Organization:
Primarily TTM. The product is used by a number of different groups throughout the company – marketing, services, product engineering...
Room for Improvement:
Server scalability and pricing. Tableau was considered but rejected for a large scale in-house analysis and reporting solution. Even with a large-scale implementation (eight-plus cores), it was decided that Tableau probably wouldn’t scale to the level needed and at that level, was costly.
Use of Solution:
Desktop was brought into the company five or six years back. Server instances soon followed to support smaller groups.
Initial Setup:
Desktop installation is easy and straightforward. Out-of-the-box usable.
Implementation Team:
We have a central IT group that handled server deployments and now handles corporate-wide desktop license maintenance and support with the vendor.
Other Advice:
The desktop is fairly intuitive and easy to get started with. Training (on the product, data viz/scientist) is needed for deeper analyses.
As with any solution, do your homework. Understand what it is you’re trying to solve. Tableau is just one of many tools/solutions implemented across the company.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Manager at a tech services company with 501-1,000 employees
We evaluated Microsoft Excel and IBM Cognos: they are more time consuming, less efficient for generating reports, and more expensive.
What is most valuable?
The most valuable features of this product are:
- Easy-to-create dashboard
- Friendly user interface
- ShowMe
- Database connections
How has it helped my organization?
Users can generate reports by themselves, while IT people can focus on the database management.
It significantly reduced the time to prepare reports, from three days to three hours.
What needs improvement?
Add ETL function; add 3D graphics; add a keep-only filter because it is difficult to revert to the original data format; add more ShowMe options; include AI function.
For how long have I used the solution?
I have used this solution for two years.
What was my experience with deployment of the solution?
I have not encountered any deployment, stability or scalability issues.
How are customer service and technical support?
I rate the level of customer service and technical support 9/10.
Which solution did I use previously and why did I switch?
We evaluated Microsoft Excel and IBM Cognos: they are more time consuming, less efficient for generating reports, and more expensive.
How was the initial setup?
Initial setup is straightforward, consisting of simple procedures for database connections and desktop setup.
What about the implementation team?
An in-house team implemented it using self-learning materials.
What's my experience with pricing, setup cost, and licensing?
Desktop Pro is US$ 1,999 each.
What other advice do I have?
Define the main purpose of using Tableau, and in which aspects.
Disclosure: My company has a business relationship with this vendor other than being a customer: Partners
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The dashboard functionality in Tableau makes it the go to app for distributing data in bite sized packets to people who don't have the time or inclination to dive deeply into the metrics. A good dashboard gives the data consumer reassurance that everything is ok at a glance, and helps highlight outliers for further investigation.