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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Planful

    Score8.4 out of 10
    Enterprise companies (1,001+ employees)
    Planful is a cloud-based enterprise performance management (EPM) suite. It includes financial applications for modeling, planning, consolidation, reporting and analytics.N/A

    Tableau Cloud

    Score8.1 out of 10
    N/ATableau Cloud (formerly Tableau Online) is a self-service analytics platform that is fully hosted in the cloud. Tableau Cloud enables users to publish dashboards and invite colleagues to explore hidden opportunities with interactive visualizations and accurate data, from any browser or mobile device.

    $15

    per month per user

    Pricing
    PlanfulTableau Cloud
    Editions & Modules
    No answers on this topic
    Tableau Viewer
    $15
    per month billed annually per user
    Enterprise Viewer
    $35
    per month billed annually per user
    Tableau Explorer
    $42
    per month billed annually per user
    Enterprise Explorer
    $70
    per month billed annually per user
    Tableau Creator
    $75
    per month billed annually per user
    Enterprise Creator
    $115
    per month billed annually per user
    Tableau+
    Contact Sales
    Offerings
    Pricing Offerings
    PlanfulTableau Cloud
    Free Trial
    NoNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeRequiredNo setup fee
    Additional DetailsPricing is highly dependent on the complexity and scope of the implementation.—
    More Pricing Information
    Community Pulse
    PlanfulTableau Cloud
    Considered Both Products
    Planful
    Chose Planful
    I don't have quite as much experience with other tools.
    Incentivized
    Chose Planful
    We selected Host Analytics due to (i) strong out of the box feature set, (ii) best excel integration among cloud tools, (iii) no model size limit, (iv) simple pricing, (v) solid customer references
    Incentivized
    Chose Planful
    [We chose Host Analytics Cloud EPM Suite because it is] User friendly, not overly complicated.
    Incentivized
    Tableau
    Chose Tableau Cloud
    Tableau Online is much better at presenting and visualizing and manipulating your data. While Host Analytics is second to none in data consolidation, Tableau has much greater flexibility in exploring that data.
    Incentivized
    Chose Tableau Cloud
    Tableau is more sophisticated than Google Docs. It can handle larger data sets, has more advanced reporting capabilities, etc.
    Incentivized
    Key User Insights
    Would buy again
    97%
    Would buy again
    101 Answers
    96%
    Would buy again
    27 Answers
    Delivers good value for the price
    99%
    Delivers good value for the price
    90 Answers
    92%
    Delivers good value for the price
    22 Answers
    Happy with the feature set
    98%
    Happy with the feature set
    102 Answers
    89%
    Happy with the feature set
    25 Answers
    Lived up to sales and marketing promises
    90%
    Lived up to sales and marketing promises
    60 Answers
    100%
    Lived up to sales and marketing promises
    14 Answers
    Implementation went as expected
    84%
    Implementation went as expected
    67 Answers
    100%
    Implementation went as expected
    13 Answers
    Features
    PlanfulTableau Cloud
    BI Standard Reporting
    Comparison of BI Standard Reporting features of Planful and Tableau Cloud
    Feature
    Planful
    6.1
    64 Ratings
    21% below category average
    Tableau Cloud
    7.6
    74 Ratings
    7% below category average
    Pixel Perfect reports6.933 Ratings7.656 Ratings
    Customizable dashboards5.057 Ratings8.774 Ratings
    Report Formatting Templates6.555 Ratings6.663 Ratings
    Ad-hoc Reporting
    Comparison of Ad-hoc Reporting features of Planful and Tableau Cloud
    Feature
    Planful
    7.5
    104 Ratings
    3% below category average
    Tableau Cloud
    7.6
    74 Ratings
    5% below category average
    Drill-down analysis8.4103 Ratings8.574 Ratings
    Formatting capabilities7.0104 Ratings7.371 Ratings
    Report sharing and collaboration7.197 Ratings8.672 Ratings
    Integration with R or other statistical packages00 Ratings6.147 Ratings
    Report Output and Scheduling
    Comparison of Report Output and Scheduling features of Planful and Tableau Cloud
    Feature
    Planful
    7.4
    86 Ratings
    7% below category average
    Tableau Cloud
    7.8
    72 Ratings
    5% below category average
    Publish to Web8.433 Ratings8.668 Ratings
    Publish to PDF6.477 Ratings7.567 Ratings
    Report Versioning6.555 Ratings7.655 Ratings
    Report Delivery Scheduling8.566 Ratings8.559 Ratings
    Delivery to Remote Servers00 Ratings6.738 Ratings
    Data Discovery and Visualization
    Comparison of Data Discovery and Visualization features of Planful and Tableau Cloud
    Feature
    Planful
    6.1
    51 Ratings
    19% below category average
    Tableau Cloud
    7.9
    70 Ratings
    1% below category average
    Pre-built visualization formats (heatmaps, scatter plots etc.)5.040 Ratings8.267 Ratings
    Location Analytics / Geographic Visualization6.42 Ratings8.366 Ratings
    Predictive Analytics6.044 Ratings7.857 Ratings
    Pattern Recognition and Data Mining7.33 Ratings7.26 Ratings
    Access Control and Security
    Comparison of Access Control and Security features of Planful and Tableau Cloud
    Feature
    Planful
    8.9
    103 Ratings
    6% above category average
    Tableau Cloud
    8.4
    69 Ratings
    1% below category average
    Multi-User Support (named login)8.496 Ratings8.363 Ratings
    Role-Based Security Model8.894 Ratings7.756 Ratings
    Multiple Access Permission Levels (Create, Read, Delete)8.595 Ratings8.659 Ratings
    Report-Level Access Control8.855 Ratings8.87 Ratings
    Single Sign-On (SSO)9.778 Ratings8.754 Ratings
    Mobile Capabilities
    Comparison of Mobile Capabilities features of Planful and Tableau Cloud
    Feature
    Planful
    2.3
    42 Ratings
    104% below category average
    Tableau Cloud
    7.5
    59 Ratings
    3% below category average
    Responsive Design for Web Access2.540 Ratings7.457 Ratings
    Dashboard / Report / Visualization Interactivity on Mobile2.230 Ratings7.851 Ratings
    Mobile Application00 Ratings7.744 Ratings
    Budgeting, Planning, and Forecasting
    Comparison of Budgeting, Planning, and Forecasting features of Planful and Tableau Cloud
    Feature
    Planful
    8.7
    156 Ratings
    8% above category average
    Tableau Cloud
    -
    Ratings
    Long-term financial planning8.7139 Ratings00 Ratings
    Financial budgeting9.0155 Ratings00 Ratings
    Forecasting9.0146 Ratings00 Ratings
    Scenario modeling7.8131 Ratings00 Ratings
    Management reporting9.0149 Ratings00 Ratings
    Consolidation and Close
    Comparison of Consolidation and Close features of Planful and Tableau Cloud
    Feature
    Planful
    8.0
    118 Ratings
    3% above category average
    Tableau Cloud
    -
    Ratings
    Financial data consolidation9.3107 Ratings00 Ratings
    Journal entries and reports7.886 Ratings00 Ratings
    Multi-currency management7.470 Ratings00 Ratings
    Intercompany Eliminations7.773 Ratings00 Ratings
    Minority Ownership6.939 Ratings00 Ratings
    Local and consolidated reporting7.789 Ratings00 Ratings
    Detailed Audit Trails9.187 Ratings00 Ratings
    Financial Reporting and Compliance
    Comparison of Financial Reporting and Compliance features of Planful and Tableau Cloud
    Feature
    Planful
    7.6
    152 Ratings
    7% below category average
    Tableau Cloud
    -
    Ratings
    Financial Statement Reporting8.8133 Ratings00 Ratings
    Management Reporting8.8143 Ratings00 Ratings
    Excel-based Reporting7.0141 Ratings00 Ratings
    Automated board and financial reporting6.5114 Ratings00 Ratings
    XBRL support for regulatory filing7.13 Ratings00 Ratings
    Analytics and Reporting
    Comparison of Analytics and Reporting features of Planful and Tableau Cloud
    Feature
    Planful
    5.9
    104 Ratings
    24% below category average
    Tableau Cloud
    -
    Ratings
    Personalized dashboards5.191 Ratings00 Ratings
    Color-coded scorecards2.555 Ratings00 Ratings
    KPIs7.476 Ratings00 Ratings
    Cost and profitability analysis6.975 Ratings00 Ratings
    Key Performance Indicator setting6.963 Ratings00 Ratings
    Benchmarking with external data6.410 Ratings00 Ratings
    Integration
    Comparison of Integration features of Planful and Tableau Cloud
    Feature
    Planful
    8.9
    140 Ratings
    10% above category average
    Tableau Cloud
    -
    Ratings
    Flat file integration9.5105 Ratings00 Ratings
    Excel data integration7.8130 Ratings00 Ratings
    Direct links to 3rd-party data sources9.596 Ratings00 Ratings
    Application Program Interfaces (APIs) / Embedding
    Comparison of Application Program Interfaces (APIs) / Embedding features of Planful and Tableau Cloud
    Feature
    Planful
    -
    Ratings
    Tableau Cloud
    7.0
    41 Ratings
    10% below category average
    REST API00 Ratings8.136 Ratings
    Javascript API00 Ratings7.534 Ratings
    iFrames00 Ratings6.833 Ratings
    Java API00 Ratings5.729 Ratings
    Themeable User Interface (UI)00 Ratings6.735 Ratings
    Customizable Platform (Open Source)00 Ratings7.232 Ratings
    Best Alternatives
    PlanfulTableau Cloud
    Small Businesses
    No answers on this topic
    Cyfe
    Score4 out of 10
    Medium-sized Companies
    IBM Planning Analytics
    Score8.5 out of 10
    Qlik Cloud Analytics (Qlik Sense)
    Score8.1 out of 10
    Enterprises
    Oracle Fusion Cloud Enterprise Performance Management
    Score7.2 out of 10
    Sisense
    Score6.9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    PlanfulTableau Cloud
    Likelihood to Recommend
    8.8
    (164 ratings)
    8.9
    (76 ratings)
    Likelihood to Renew
    8.7
    (23 ratings)
    -
    (0 ratings)
    Usability
    8.2
    (21 ratings)
    8.6
    (29 ratings)
    Availability
    8.2
    (4 ratings)
    -
    (0 ratings)
    Performance
    9.1
    (3 ratings)
    -
    (0 ratings)
    Support Rating
    9.0
    (22 ratings)
    8.7
    (20 ratings)
    In-Person Training
    9.1
    (3 ratings)
    -
    (0 ratings)
    Online Training
    9.1
    (3 ratings)
    -
    (0 ratings)
    Implementation Rating
    7.3
    (9 ratings)
    -
    (0 ratings)
    Configurability
    8.2
    (2 ratings)
    -
    (0 ratings)
    CPA Rating
    9.1
    (1 ratings)
    -
    (0 ratings)
    Data Sharing and Collaboration
    -
    (0 ratings)
    8.0
    (49 ratings)
    Data Sources
    -
    (0 ratings)
    8.3
    (49 ratings)
    Ease of integration
    5.3
    (4 ratings)
    -
    (0 ratings)
    Product Scalability
    8.2
    (2 ratings)
    -
    (0 ratings)
    Vendor post-sale
    7.4
    (4 ratings)
    -
    (0 ratings)
    Vendor pre-sale
    9.1
    (2 ratings)
    -
    (0 ratings)
    User Testimonials
    PlanfulTableau Cloud
    Likelihood to Recommend
    Planful
    Planful is initially easy to setup and if a company is already using a mid layer to transform and standardise GL data, management reports can be set up in days, not weeks or months. Budgeting template setup does get some getting used to but the training provided by Planful is sufficient to get going and learn along the way. Building custom reports is straightforward and the interface is user-friendly, therefore the accounting team can get going without the need for technical specialists getting involved. Budget and forecasting is flexible and drivers of revenue and cost can be created in Planful and customised by Unit or Geography.
    Read full review
    Tableau
    If you're using Tableau as the primary BI tool, then Tableau Cloud is well suited to publish and share the results with a wide(r) audience. It is well suited for various degrees of self-service proficiency, from pure consumers of analytical work to more advanced users who can use web editing for smaller or larger adjustments, and even for desktop power users who will publish their work to Tableau Cloud. It has many good ways to organize the content and make it easily accessible via search, favorites, folders, collections ("playlists for your data"), or history ("recents"). It might not be ideally suited if there are many on-prem sources to be used (even though there are options to connect them) or if you have very special requirements regarding custom server setup, which is limited in a shared cloud environment like Tableau Cloud.
    Incentivized
    Read full review
    Pros
    Planful
    • It aggregates data from different sources well, allowing me to report on a wide variety of metrics that interrelate.
    • I can build detailed reports so that my monthly and weekly reporting is done more efficiently
    • I like the tools that I am using to create dedicated models for forecasting and budgeting purposes
    Incentivized
    Read full review
    Tableau
    • 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.
    Incentivized
    Read full review
    Cons
    Planful
    • Dashboarding could be more flexible and easier to use.
    • Dynamic Reporting has room for flexibility with nesting, dimension names showing up instead of “All,” and overall flexibility.
    • Make Analyze view in Spotlight more intuitive.
    • A high-level onboarding guide to understanding the different components of Planful, data flows, and tips & tricks.
    Incentivized
    Read full review
    Tableau
    • 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
    Incentivized
    Read full review
    Likelihood to Renew
    Planful
    Our new Comptroller understands the value of Planful, and we plan to utilize it further in the organization to enhance external reporting. Strangely enough, Planful had not previously been embraced by the former CFO, who argued that we were running two sets of books (of course, we were not). Fortunately, the before mentioned reconciliation of EBITDA to Net Income demonstrated that to the banks.
    Incentivized
    Read full review
    Tableau
    No answers on this topic
    Usability
    Planful
    The tool is extremely adaptable, and it enables very quick querying to give us opportunity to gain live insights into the business. Given its adaptability, we are also able to create scenario analyses very quickly in rapidly changing environments. The formatting also enables us to provide this information in a very consumable manner.
    Incentivized
    Read full review
    Tableau
    Based on comments from our clients, I awarded it this grade. Non-technical customers frequently compliment us on the ease with which they can utilize Tableau Online. Usability is rarely a source of contention amongst our customers. Few complaints have come from me as a user of our internal products.
    Incentivized
    Read full review
    Reliability and Availability
    Planful
    I only give a 9 rating rather than a 10 rating because it seems that every day around 2pm we see a slowdown in the use of Planful. I have requested our internal IT department verify that it is not an internal issue and have been assured it is the tool. We have not yet reached out to Planful to do extensive research to solve this issue.
    Read full review
    Tableau
    No answers on this topic
    Performance
    Planful
    Again, the system is very reliable and, for the most part, runs very quick and smooth. When running larger queries, it does take some time, and during budgeting season our users experienced slower loading times, but nothing that raises concerns outside of normal network issues. Occasionally, as with any software we use, it will crash and you have to restart, but that does not happen very often.
    Read full review
    Tableau
    No answers on this topic
    Support Rating
    Planful
    Sometimes we get great help when using Planful's support team and other times we don't. In particular, there is one person that often responds to our support tickets who is less than helpful, hence the reason for the 5 out of 10 rating. As a result, most of the time we reach out to our Planful consulting group as they provide faster and better support
    Read full review
    Tableau
    I have not had any issues that require customer support from Tableau at this time, which speaks well to Tableau. I have taken an online course with Tableau and it was very professional and well done, so based on that I would assume a similar level of quality for their customer service.
    Incentivized
    Read full review
    In-Person Training
    Planful
    My team has attended training offered several times before/during the Planful Perform conference. This training has been extremely useful and we always learn something we didn't know prior to the training. The trainers are always very knowledgeable and more than willing to help each and every user after the training with specific questions regarding their environment. Planful also offers training and certifications on their training hub. I have completed a couple of the certifications. The courses are easy to follow along with and very informative. Additionally, Planful schedules webinars pretty regularly. They'll email their customers and allow you to register to participate live. They also record these sessions so you can refer back to them at a later date or if you are unable to attend at the time the webinar is offered, you can register anyway and get access to the recording. Their training has improved year over year!
    Incentivized
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    Tableau
    No answers on this topic
    Online Training
    Planful
    Planful provides a lot of online training support. There's so many options for training. Admin Learning Courses, User Learning Courses. Plus they have several webinars devoted to the tool and the new features they release. New Releases can be practiced in a Sandbox Environment prior to going live in Production
    Incentivized
    Read full review
    Tableau
    No answers on this topic
    Implementation Rating
    Planful
    After going through the initial implementation with Host Analytics and a re-implementation with Cervello (due to an ERP change, not due to a poor initial implementation), I've learned that you really must rely on your internal staff to bear most of the implementation burden. Use the vendor or partners for ideas and best-practice suggestions, and some of the easy-but-time-consuming work. Since you will ultimately be using and maintaining the application, you should be able to do most of it yourself.
    Incentivized
    Read full review
    Tableau
    No answers on this topic
    Alternatives Considered
    Planful
    Prior to joining the company, we tried to implement Vena but were unsuccessful. There we're a few reasons it didn't work out, but a lot of it related to the implementation team they provided. In just the first week with Planful, we achieved more progress than we did in several months with Vena.
    Incentivized
    Read full review
    Tableau
    In determining whether to go with Tableau Online versus Alteryx, two important factors stood out in determining our go-to solution. First, while Alteryx is an impressive tool for data cleansing, it did not stack up in terms of data visualization capabilities. Tableau, on the other hand, provided us everything we needed in terms of visualizing our data and analytics. The second factor is cost. Well neither solution would be considered cheap, Tableau was the more cost effective solution for our needs.
    Incentivized
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    Scalability
    Planful
    From our experience, Planful is only used in 2 overhead departments in our organization. We easily added another overhead department, but they decided against using Planful for their workforce and financial planning. Removing them from our environment was extremely easy.
    Incentivized
    Read full review
    Tableau
    No answers on this topic
    Return on Investment
    Planful
    • Has allowed users to view a real-time P&L in a way they weren't able to do with Qlik.
    • Budget to Actual analysis has become much more streamlined and actionable
    • Long-range plan process has been significantly streamlined and a lot of time has been cut out of the process.
    Incentivized
    Read full review
    Tableau
    • 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
    Incentivized
    Read full review
    ScreenShots

    Planful Screenshots

    Screenshot of the Planful Planform DashboardScreenshot of Planful for FinanceScreenshot of Planful for MarketingScreenshot of ReportsScreenshot of a Capacity Planning TemplateScreenshot of Integrations