Likelihood to Recommend Cap IQ is well suited for analyzing security pricing and valuation, tracking stock performance over time, looking up comparable transactions, and analyzing valuations on an industry basis. The service is also well suited for charting and data analysis purposes.
Read full review We just need to refresh our data once a day for our unique use case, which allows the complete online system to run on extracts. For us, this is critical because our daylight hours are spent focusing on new updates and implementations rather than worrying about excessive database traffic (which would be required with a direct connection to the online system). The process of importing extracts is straightforward and sturdy enough to handle massive amounts of data.
Read full review Pros Plugins that change and analyze analysis improve it. Capital IQ is user-driven, unlike other market participants, which helps streamline the dashboard and acquire accurate data. Any report or analysis delivers the most in fewest words. In this data-driven world. Read full review Tableau Online is completely cloud based and that's why the reports and dashboards are accessible even on the go. One doesn't always need to access the office laptop to access the reports. The visualizations are interactive and one can quickly change the level at which they want to view the information. For example, one person might be more interested in looking at the country level performances rather than client level. This is intuitive and one doesn't need to create multiple reports for the same. The feature to ask questions in plain vanilla English language is great and helpful. For quick adhoc fact checks one can simply type what they are looking for and the Natural Language Programming algorithms under the hood parse the query, interpret it and then fetch the results accordingly in a visual form. Read full review Cons S&P Capital IQ's add-in slows down my Excel when I incorporate formulas into it. S&P Capital IQ's algorithms don't necessarily look in the footnotes of company filings, which can make for a less robust analysis of financials and multiples than desired. The user interface is not very user-friendly and thus makes maximizing the software's features difficult. It could be more intuitive to use and not so busy (e.g. not so many small icons on one web page). The S&P Capital IQ support team, however, is always available and very helpful. Read full review Can be a steep learning curve for new users Modeling and building algorithms aren't always intuitive and take some testing/retesting to ensure it's working as it should Inability to integrate easily with our HRIS platform. Reports are pulled from HRIS at various intervals and uploaded into Tableau Read full review Likelihood to Renew [It's the] best ever.
Read full review Usability From an end user perspective Tableau Online is overall very easy to navigate once you get used to it, my only complaint is that when expanding or contracting a graph, the "plus" and "minus" on the bottom left is sometimes hidden, and should always be visible. From a builder perspective, it can take some getting used to but the sheer depth of customization makes it all worthwhile.
Read full review Support Rating In times where the system is down, support has always been quick to notify and keep us apprised of the latest developments. It's crucial for our system to always be available, but when emergencies have arisen, I don't recall a time where the Tableau Online Support hasn't been able to address our concerns in a timely manner.
Read full review Alternatives Considered We had Capital IQ in addition to Bloomberg. It was much easier for a new person to use Capital IQ than Bloomberg. The ease of use was a huge selling point for us. Yahoo finance on the other hand is free, but you cannot gather all the data you may need in one location like you can in Capital IQ.
Read full review Googles dashboard suite is very user-friendly and anyone can edit and make changes with very little knowledge or practice. But nothing I’ve worked with compares to the customization and multi streams of data in a user-friendly package like tableau does. It’s a really cool piece of software and I would choose that again.
Read full review Return on Investment We were a boutique investment bank, so it helped multiple people doing their job at the same time instead of waiting for a turn on the Bloomberg terminal. Brought more interactive reports in PDF format to the table. Saved some money, if I have to go basic. Read full review When we release new products, we are now able to quickly see data and toggle between current periods and previous to see performance Generating new reports requires less IT time to build Data can be shared across many different device types We now have integration where our customers can extract data from our software more easily-this was a big ask from our customers Read full review ScreenShots