We use the tool's dashboard for reporting purposes.
Tableau+ | Salesforce
Salesforce, Inc.External reviews
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Best data visualization tool in the industry, high cost
What do you like best about the product?
The customization tools and options are more advanced than Microsoft products for most novices. It is the best industry-standard visualization tool as a perfect mix of graphic design and data science. The versatility of its design options paired with the ability to program more into it makes it a lucrative tool for companies that have a dedicated data analytics team to present findings to upper management and stakeholders.
What do you dislike about the product?
The cost of Tableau is too expensive to viably pitch to small businesses or self-employed individuals. However, I did hear that there is a free version out now.
What problems is the product solving and how is that benefiting you?
Tableau solves the problem of translating numbers into pictures to effectively communicate a data story.
Tableau CRM
What do you like best about the product?
Get more out of your data. Unleash the potential of data with the world's premier analytics platform, supported by the CRM.
Increase your customer success. Understand your clients with centralised data from all touchpoints in their journey.
Increase your customer success. Understand your clients with centralised data from all touchpoints in their journey.
What do you dislike about the product?
There are situations when SF does not function properly. It automatically disconnects or goes offline on its own
What problems is the product solving and how is that benefiting you?
Tableau enables you to connect, retrieve, and combine data from numerous sources into a single visualisation. This means you don't have to construct separate types of visualisations for each data source.
Tableau is a perfect reporting tool
What do you like best about the product?
reporting capabilities, user friendly, and excellent graphs and charts
What do you dislike about the product?
nothing I dislike particularly, may be more intregration
What problems is the product solving and how is that benefiting you?
analyzing information and deriving insights
Salesforce Review
What do you like best about the product?
You can easily browse through the articles, and extract the data needed.
What do you dislike about the product?
SF has a lag or delay to tag the correct aux
What problems is the product solving and how is that benefiting you?
It helps us extract the data needed without compromising the accuracy of the extracted data
Salesforce CRM Analytics
What do you like best about the product?
A lot of data is visible that can be used for reports.
What do you dislike about the product?
Navigating data takes some getting used to.
What problems is the product solving and how is that benefiting you?
Evaluating performance. We can use the tool for root cause analysis of why KPIs are rising/falling.
Useful for data summarizing and dashboarding
What is our primary use case?
What is most valuable?
Tableau's most valuable features are its ability to summarize data, provide dynamic controls for navigating different charts, and showcase historical data trends. I appreciate the option to colour-code different charts for improved customer experience.
Tableau has influenced our decision-making process. With its ability to create conditional views and filter data easily, we can quickly analyze information and make informed decisions. It saves us time by providing a concise business performance summary, allowing us to focus rather than sorting through extensive Excel files.
What needs improvement?
Tableau could be improved by introducing a data manipulation layer within the tool itself. Currently, data manipulations require using additional tools like Alteryx. If Tableau included these capabilities, it would reduce the need for external dependencies. The tool gets slower when we feed huge amounts of data.
For how long have I used the solution?
I have been working with the product for four months.
What do I think about the stability of the solution?
I rate the solution's stability a nine out of ten since it gets slower whenever huge data is added.
What do I think about the scalability of the solution?
The tool's scalability is easy. I rate it a ten out of ten. My company has thousands of users for Tableau.
How are customer service and support?
We've got a dedicated support. It's easy to reach out to them, and they respond promptly.
How would you rate customer service and support?
Positive
How was the initial setup?
I rate the tool's deployment a six out of ten. It depends on the individual's technical background. Someone with a technical background could learn it in about a week or ten days. However, for someone from a non-technical background, it might take them longer, maybe a month, to grasp the more complex aspects of the tool.
What was our ROI?
Tableau has provided a return on investment for our company. It has helped us manage critical information such as outstanding payments and trade details. With Tableau, we have gained visibility into outstanding rates and payment dues, enabling us to follow up on penalties or payments from clients.
What's my experience with pricing, setup cost, and licensing?
The solution's licensing is based on user-basis. It depends on the business ROI it offers. It's not on the higher side or too cheap; it falls in the medium-cost range. The price is determined by user usage, so the cost will also increase as the number of users increases.
What other advice do I have?
For data analysis, we primarily use Tableau for basic tasks like creating pie charts or calculating averages. However, it lacks extensive or complex data analysis capabilities.
Tableau's data planning capabilities are somewhat limited. To compensate, we rely on other tools like Alteryx for data manipulation. Once we've prepared the data, we create hyperfiles and use Tableau for dashboarding.
I would recommend Tableau for advanced visualization tools. Still, I must mention that other powerful options are available in the market, such as Power BI. Power BI, which offers extensive data manipulation and dashboarding capabilities, while Tableau is old. Additionally, Power BI has newer versions, enhanced capabilities, and better integrations.
Right now, there are no talks on replacing it. So, my company will continue to rely on Tableau because it has many users. If we have to move to another tool, there must be a migration plan and many logistical changes, which could be a challenge.
I rate the overall product an eight out of ten. I advise those considering using Tableau to analyze their needs beforehand. Tableau can be a valuable data analysis and visualization tool, but it's important to understand what you want to achieve with it.
Provides analytics and simple reporting with data cleaning
What is our primary use case?
There are many use cases and many projects. I have done level cost-based analysis and forecasting. I have also created one dashboard for their risk measurement.
What is most valuable?
The most valuable feature is the analytics part. You can use simple reporting by using the analytics by businesses and stakeholders, giving insight into that particular information. It also has data cleaning. It saved a lot of time for the application.
What needs improvement?
Every time, they create a new version of Tableau. We need to update that version and create a new EXE file. Any visualization tool should have one particular application that only needs to be updated rather than creating version one, like 2024.1.2. You can see many versions in Tableau. We are using this number of versions only because of the latest update. Having the latest update in the same application rather than creating multiple versions would be good.
Some features are not enabled in Tableau. We can use the measure or Python to use that. Every company or every person has its own requirement in Tableau. Suppose I am using an in-date format. I'm extracting data from my data source in some other format. At the same time, businesses want to view this information in different formats. I have to customize the data format. If possible, you and your team can work on the date format in the world. There are multiple data formats or data get views available in the report. You can also accommodate in the gate feature.
For how long have I used the solution?
I have been using Tableau for almost five to six years.
What do I think about the scalability of the solution?
Tableau is scalable software. Almost 500 people within my department are using this solution.
How are customer service and support?
During COVID-19, I had a few issues. Our support team didn't support it. We requested to the Tableau team, and that person helped us. Sometimes, they have a good way. They have excellent knowledge, but sometimes, when you provide your source to a third party, they don't support us technically.
How would you rate customer service and support?
Neutral
How was the initial setup?
The initial setup of desktop application is straightforward. We can also creat,e athe project and tha e end user can also create their own project, and later on, if needed, the support team can help us with that.
It takes ten working days minimum to complete creating dashboard and setup server. We are using dev and production environment. Some are also using a testing environment based on their requirement and discussion with the business.
Multiple team is responsible for their activities. At least five to six people are required for deployment because someone is creating a dashboard and some person has their knowledge at server level. Also, some person needs to have their permission management.
Which other solutions did I evaluate?
I was not able to connect Tableau with SharePoint online. Microsoft Power BI can be connected with SharePoint easily online. It has many more facilities than the Tableau application.
What other advice do I have?
The daily reporting or data analysis has seen many improvements with Tableau. We can manage the users accordingly while doing the drag-and-drop interface for that application. I can do Python and use Python Tableau language, which creates a lot of differences.
I have never faced any issues with data integration. Before COVID era, I was using SAP HANA. I could use it very frequently and use the data set accordingly.
I have never faced any such issues. It is a very good application. There are many more application which are also very good and very user friendly, but Tableau is also one of them. We have a direct live collection. Even business users share experience while connecting the live. They feel some hindrance while using this application when they refer us or when they filter the data. You can see the delay response in the page.
Tableau is a good application. I created any dashboard for the business, and business want to view their information. They like that application, and they are able to on this side, what purpose they wanted to develop this dashboard.
I recommend Tableau. There are many BI application. Tableau is one of them, as I I use it.
If the user want to view information, it would be go with their line. It is simple to understand, and take decision based on their information. It would be very good to have on comparison heat map or the pie chart.
Overall, I rate the solution a nine out of ten.
Recommendations for Salesforce
What do you like best about the product?
Its easy to change the tagging and we can save all the article that we are using in our daily basis .
What do you dislike about the product?
Theres always a system downtime and it takes time for them to update the Knowledge Base . We are hoping that the engineering team should do something about the system issue because our scorecard is connected to our tagging in salesforce , so if theres a system issue most of the time theres a descrepancy in our scorecard . The Knowledge base or Article is our guide in our work however theres a lot of scenario that if theres a new update and we are always using slack to share the new update instead of updating the article itself , so we need to search in slack the workflow that we need to do instead of following the article in salesforce .
What problems is the product solving and how is that benefiting you?
Salesforce is the tool that guiding us in our job everyday . Salesfocre is like our bible that we must open and follow everytime we are assisting our customer
"Best data visualization tool"
What do you like best about the product?
- Tableau is so user friendly and efficient for creating impactful data visualizations.
- The drag and drop process simplifies the process of building visuals.
- The ability to connect with multiple data source such as Big query and Googlesheet is incredibly valuable.
- It is able to deal with large datasets.
- The interactive dashboard and visualisation feature make it easier for team members to explore the data.
- The drag and drop process simplifies the process of building visuals.
- The ability to connect with multiple data source such as Big query and Googlesheet is incredibly valuable.
- It is able to deal with large datasets.
- The interactive dashboard and visualisation feature make it easier for team members to explore the data.
What do you dislike about the product?
Except the complex pricing model there is no dislikes .
What problems is the product solving and how is that benefiting you?
- The reports and dashboards helps clients to make decision quickly and the support from the tableau community and customer service adds another level of value by providing resources and assistance when needed.
- It has almost nil traininig cost.
- The most important thing the way Tableau handles the large amount of data no one can do.
- It has almost nil traininig cost.
- The most important thing the way Tableau handles the large amount of data no one can do.
Useful tool for Reporting and Data Analytics
What do you like best about the product?
Capability to handle large amount of data, user interface, ease of integration through multiple sources, ease of implementation and Natural Language methodologies.
What do you dislike about the product?
The tool is not freely available, you need to purchase its license.
What problems is the product solving and how is that benefiting you?
Tableau has replaced excel from my daily routine. It has been able to handle a large amount of data which can be fetched from multiple sources. Data cleaning and creating multiple insights about the project has helped me analyse the data in a much better way. It has also given me a perspective of which parameters are important and need to be captured during survey or when the customers are filling their details.
Overall, it has helped in desiging reports and dashboards, which can be shared with C-level executives. These reports help in decision making process as it is data-driven. Tableau has also helped in providing critical insights to support the marketing strategies and focus on key areas which require further improvements.
Overall, it has helped in desiging reports and dashboards, which can be shared with C-level executives. These reports help in decision making process as it is data-driven. Tableau has also helped in providing critical insights to support the marketing strategies and focus on key areas which require further improvements.
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