Microsoft Power BI Embedded vs. Salesforce CRM Analytics vs. Tableau Desktop

This product is very convenient to use and implement and is considered a "de facto" standard in the Business Intelligence sphere. First of all, it contains numerous features in terms of visualization, data provisioning, data source integration which makes it a perfect tool for the development of BI analytics. Secondly, it provides great capabilities for the development of data markets for the whole development team. Thirdly, the sharing capabilities of dashboards that are updated in a real-time manner provides great incentives for end-users

For us it really comes down to that book management and next best contact for our advisors. When we're thinking about a book of business that may range, depending on the advisor, from 400 clients to a thousand clients, how do they really optimize their time? Who do they call next? Who do they work with to make sure not only they're keeping those clients engaged, they're not leaving the firm going to other advisors who they haven't talked to in a while who might need their attention. That's really where that CRM analytics is really proven pretty powerful for us.

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The best scenario is definitely to collect data from several sources and create dedicated dashboards for specific recipients. However, I miss the possibility of explaining these reports in more detail. Sometimes, we order a report, and after half a year, we don't remember the meaning of some data (I know it's our fault as an organization, but the tool could force better practices).

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• It is very easy to connect multiple data sources for a single report. You can use CSV, Excel, database integration, etc.
• Power Bi supports Python as well, which makes it a lot easier for us as it is known by most of our team.

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• Interactive Dashboards, it [consists] of wide variety of charts
• Data from different sources can be easily integrated with it
• Security, it provides easy way to secure and share the information with the users
• Support actions like opening hyperlink etc
• Almost everything can be done from configuration
• Data can easily be managed from dataflow.

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• An excellent tool for data visualization, it presents information in an appealing visual format—an exceptional platform for storing and analyzing data in any size organization.
• Through interactive parameters, it enables real-time interaction with the user and is easy to learn and get support from the community.

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• Similar to how Excel has VBA, Microsoft Power BI uses PowerQuery (M/DAX). Though DAX is similar to Excel in terms of how it is written, I just think it's something that would be difficult for new users to figure out.
• Something I would like to see done differently in Microsoft Power BI is the ability to have presets for sorting/arranging of visualizations. Though it is nice to arrange the dashboard freely, it would also be nice to have preset arrangements based on visualizations (for those of us bad at making dashboards look appealing).
• With Microsoft Power BI, it is hard to show others your dashboard using the free platform (unless you show them from your computer/account). This can cause issues if your firm is trialing Microsoft Power BI before purchase.

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• Implementation takes time and resources. It is a heavy lift to implement and at first, it can take a little bit of time to understand what you are looking at. But once it's implemented it's easy to get started.
• Without any BI expertise or resources available to your organization, the implementation of this is difficult. If you aren't used to BI tools and don't have an expert in house, the terminology can be difficult to understand at first.
• Their support is not on hand to help you if you encounter any issues, at least not on all the plans or the basic plans. Real-time support service is an add-on, so you'll need to be patient if you require help or pay extra money.
• More functionality for the tool is needed to compete with other heavyweights in the arena like Tableau, Qlik, and Microstrategy. Still lacks the robustness, functionality, and flexibility other competing products possess.

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• Pricing should be more user-friendly and usage-driven
• Making edits to the production reports is fairly tough and has a vast scope of additional capabilities
• Tableau Desktop should be able to differentiate itself from the Tableau server else there is no major meaning of two different products being offered

Our use of Tableau Desktop is still fairly low, and will continue over time. The only real concern is around cost of the licenses, and I have mentioned this to Tableau and fully expect the development of more sensible models for our industry. This will remove any impediment to expansion of our use.

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It's easy to use for what is presented in the reports that have been developed and presented. It's not so easy to customize those reports, "make them your own" and save them for later reuse.

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For someone who don't have coding background, this could be a useful tool and fairly easy to learn and use given the good support. However, if you know other open source tools, it would be much easier to use the other tools and the knowledge is more transferable in the future.

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Tableau Desktop has proven to be a lifesaver in many situations. Once we've completed the initial setup, it's simple to use. It has all of the features we need to quickly and efficiently synthesize our data. Tableau Desktop has advanced capabilities to improve our company's data structure and enable self-service for our employees.

When used as a stand-alone tool, Tableau Desktop has unlimited uptime, which is always nice. When used in conjunction with Tableau Server, this tool has as much uptime as your server admins are willing to give it. All in all, I've never had an issue with Tableau's availability.

Tableau Desktop's performance is solid. You can really dig into a large dataset in the form of a spreadsheet, and it exhibits similarly good performance when accessing a moderately sized Oracle database. I noticed that with Tableau Desktop 9.3, the performance using a spreadsheet started to slow around 75K rows by about 60 columns. This was easily remedied by creating an extract and pushing it to Tableau Server, where performance went to lightning fast

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I was not able to be in interaction much with Salesforce support team since every feature works the way it should be working. So far I have not experienced any bug or major glitches that would delay the result of my work and performance. There is also a hotline in our company for Salesforce issue but so far I have not used it.

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Tableau support has been extremely responsive and willing to help with all of our requests. They have assisted with creating advanced analysis and many different types of custom icons, data formatting, formulas, and actions embedded into graphs. Tableau offers a weekly presentation of features and assists with internal company projects.

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It is admittedly hard to train a group of people with disparate levels of ability coming in, but the software is so easy to use that this is not a huge problem; anyone who can follow simple instructions can catch up pretty quickly.

I think the training was good overall, but it was maybe stating the obvious things that a tech savvy young engineer would be able to pick up themselves too. However, the example work books were good and Tableau web community has helped me with many problems

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An implementation partner would certainly result in greater output in a more efficient amount of time. However, I have found implementation partners to be extremely expensive for the output received (at least working for a non-profit company they are frequently unaffordable). Internal implementation does help with usable output though since internal knowledge would better know the data architecture and business processes

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Again, training is the key and the company provides a lot of example videos that will help users discover use cases that will greatly assist their creation of original visualizations. As with any new software tool, productivity will decline for a period. In the case of Tableau, the decline period is short and the later gains are well worth it.

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I haven’t used any other software that can be compared to this and that is a good thing as this means that this software is the best one on the market. Tough other apps may exist we only use Microsoft Power BI because it is simply the best app out there.

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Tableau is the absolute top of the class when it comes to business intelligence, but it doesn't make sense for every business case. In our case, we needed a simple data visualization platform for our CRM platform and sales pipeline. Salesforce Analytics, while nowhere near as robust, did the job we needed it to do perfectly in a significantly more cost-effective manner.

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I have used Power BI as well, the pricing is better, and also training costs or certifications are not that high. Since there is python integration in Power BI where I can use data cleaning and visualizing libraries and also some machine learning models. I can import my python scripts and create a visualization on processed data.

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Tableau Desktop's scaleability is really limited to the scale of your back-end data systems. If you want to pull down an extract and work quickly in-memory, in my application it scaled to a few tens of millions of rows using the in-memory engine. But it's really only limited by your back-end data store if you have or are willing to invest in an optimized SQL store or purpose-built query engine like Veritca or Netezza or something similar.

• Saved a significant amount of time for reporting current rollout status to project stakeholders
• Project stakeholders were able to view the live dashboards at any time so felt they had a better understanding of the rollout status
• Project stakeholders found it beneficial that they were able to set their own filters. For example, to view rollout status for their own departments.

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• I would say it's been positive just because as a company, anyone that has access to it can go in there and pull any company information and we're very up to date then on all of our client base. So I would say it's been a very positive impact.

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• Tableau was acquired years ago, and has provided good value with the content created.
• Ongoing maintenance costs for the platform, both to maintain desktop and server licensing has made the continuing value questionable when compared to other offerings in the marketplace.
• Users have largely been satisfied with the content, but not with the overall performance. This is due to a combination of factors including the performance of the Tableau engines as well as development deficiencies.

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