Welcome, today we’ll be looking at Tableau, a software that produces interactive data
visualization focusing on business intelligence.
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This video review is for Tableau, software that helps companies connect to almost any
database, drag and drop to create visualizations, and share with a click..
The Goal of Tableau is to make big data accessible to ordinary people.
Tableau is a software company that currently offers three soltuions, Desktop, server, and
online.
By presenting data through software that uses the latest technologies, Tableau aims to assist
their clients in using data to solve their problems.
There are two main configuration options for Tableau., Tableau Server is an on-premise
installation and is geared primarily for companies looking for more specific integrations such
as core licensing or custom branding.
First up we’re going to take a quick peek at Tableau online, the cloud version of the
platform.
This opportunity Dashboard is data collected from Salesforce.
Here users can see a variety of information based on various leads by location, type,
and industry.
There’s also a neat chart that displays opportunities and win rate.
The data can be easily filtered based on creation date and the status of an opportunity.
Across the top users can choose to download the data or subscribe to a specific dashboard.
It’s also possible to refresh data in the dashboard or even pause automatic updates.
Users also have the ability to share the dashboard as an image, data, or PDF.
You can edit a specific window and determine dimensions, measures, columns, and rows alongside
a variety of information.
These customizations are really helpful for users trying to see exactly what they’d
like to get out of Salesforce.
Sorting data by deal size, win rate, and more can be really helpful to determine future
sales strategies.
Lastly, users can choose between remembering changes to different windows or sharing the
dashboard.
The next Salesforce dashboard accessible for users is the sales dashboard.
It’s here that users can drill down into which sales teams or sales people are most
effectively closing deals.
Total sales and average deal size across the top give helpful insights into the sales pipeline.
Similarly to the previous dashboard, users can choose the edit button at the top and
zoom into various windows to see much more specific data about their previous sales.
Another simple but powerful integration is with Google Analytics.
The first dashboard entitled traffic trends breaks down web traffic over time and by geography.
The second called page metrics looks at traffic to web pages and sections.
Users can easily point at their own data by choosing "connect to data" and following the
on-screen instructions to replace the data sources and customize the dashboard.
Lastly Tableau can be used to build custom dashboards such as SAT performance, oil well
management, home runs, and more.
It’s often as simple as plugging in an .xlsx excel document with the data you intend to
visualize.
Made for enterprises, Tableau is available for a high-price point.
A few limitation we noticed and confirmed from reviews on our website is the application
can be sluggish when paired with large amounts of data.
Also formatting can be relatively difficult when trynig to create a page that looks differently
than their initial templates.
In summary, Tableau helps businesses: 2) Better see and understand their data
3) Help anyone see and understand their data 1) Drag and drop visualization that can be
shared with a click
To find out more about Tableau or other business intelligence software, check out our website
where we can help you find technology that will fit the needs of your work.
Thanks for watching!