Tableau+ | Salesforce
Salesforce, Inc.External reviews
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Good visualization tool
What do you like best about the product?
It is great for creating graphic rich and interactive reports.
What do you dislike about the product?
Tableau joins are not that great if there several tables with a lot of filters.
What problems is the product solving and how is that benefiting you?
It's quick to develop and publish
Business intelligence made easy
What do you like best about the product?
Ease of manipulating data in a fast manner, intuitive visualizations
What do you dislike about the product?
It's often hard to connect different data sources and some connections are weak (Google Analytics, Marketo). You also can't connect to a table and then to another table, the middle has to be the main source
What problems is the product solving and how is that benefiting you?
Analyzing salesforce data quickly, understanding sales cycle
Tableau Review
What do you like best about the product?
Multiple tabs for simultaneous analyses.
What do you dislike about the product?
Color scheme options are limited to boring schemes.
What problems is the product solving and how is that benefiting you?
Information visualization
Recommendations to others considering the product:
Watch the given tutorial video(s) although they are lengthy. There is a lot you can do with tableau.
Great way to visualize data
What do you like best about the product?
The user interface is amazing and the way we visualize data there is very convenient and easy.
What do you dislike about the product?
Very limited amount of statistical features provided
What problems is the product solving and how is that benefiting you?
Data visualization and analyzing data
Robust system with a minimalistic interface
What do you like best about the product?
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.
What do you dislike about the product?
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).
What problems is the product solving and how is that benefiting you?
Internal reporting, this is how we access our internal order data from our subscription service.
Recommendations to others considering the product:
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.
Easy Platform for Sharing Tableau Dashboards
What do you like best about the product?
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.
What do you dislike about the product?
Tableau Server can be slow at times depending on the internet connection. It is also somewhat glitchy at times.
What problems is the product solving and how is that benefiting you?
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.
Recommendations to others considering the product:
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.
Easy to access data.
What do you like best about the product?
The simplicity and ease in which I can maneuver my data & how interactive it is.
What do you dislike about the product?
Sometimes it’s a little “techy” and can feel over my head, but I’m learning the format.
What problems is the product solving and how is that benefiting you?
Year over year and month over month comparisons between data sets and analytics breakdowns.
Data Insights for Sales
What do you like best about the product?
I like the customized reports the system makes into easy to use slide decks. I also like the level of depth into the data the system goes. We really like using it to dig into customer success and creating case studies for prospects.
What do you dislike about the product?
Depending on the report pulled, it can be very slow to load. Occasionally the reports are not easy to manipulate and need to be set up by an administrator.
What problems is the product solving and how is that benefiting you?
We are using it in sales heavily. The software allows us to demonstrate value of our services to our customers.
Recommendations to others considering the product:
Make sure you have a strong set of data and take time to set up the most relevant reports.
Industry Standard Method of distributing Tableau Reports/Dashboards
What do you like best about the product?
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"
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"
What do you dislike about the product?
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?
Could there be better extract interaction between Tableau Desktop and Server?
What problems is the product solving and how is that benefiting you?
Needed a method of distributing Tableau Reports/Dashboards and make sure that different departments/parts of the organisation only had access to appropriate reports.
Recommendations to others considering the product:
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.
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.
Tableau is the most easy-to-use and visually impressive data visualization tool I've ever used.
What do you like best about the product?
The visuals are stunning! I've used a lot of different software for run and/or visualize data analytics and none of them come close to this level of quality in the output. It's also incredibly easy to use.
What do you dislike about the product?
Automation isn't as simple/useful as it is with other software, such as R. Another strange, yet very real, dislike it that the software may be too easy to use. The only reason that's a problem is because I've see people without experience in data analytics/statistics create charts, interpret the results, and deliver very inaccurate insights to their DMs. This isn't really a problem with the software, but companies need to make sure that their analysis is run by qualified employees. It's also a big expensive, but maybe that's because I'm used to open source software (R).
What problems is the product solving and how is that benefiting you?
We run analytics for other companies, and our clients are frequently blow away by the level of depth and quality of our reports. It's great with marketing/sales data, product data, operations/financial data, Research Data, and anything else you can throw at it. We use it most frequently to visualize Customer Lifetime Value to our clients.
Recommendations to others considering the product:
Tableau offers a free trial. Download it and toss in some data to seem what it's capable of, how much better its output looks than other software's output, and how easy it is to use. Unless you need frequent automation, you'll like the product.
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