Tableau Desktop vs. Workday Adaptive Planning

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).

Incentivized

If your company requires headcount and enterprise initiative planning across departments, it really helps to see the impacts at the company level. It is well-suited for conducting what-if scenarios and beneficial if you already have Workday HCM with position management. It may not be well-suited to companies that require custom dashboards.

Incentivized

• The Visualizations graphics are really good and the color options help in designing attractive charts. They help to convey more information and can be made interactive.
• You can add filters with offer you to plug and play with values and understand different outcomes.
• You can drag and drop options while creating charts and dashboards. also it is a very fluid layout.

Incentivized

• Version Management. Adaptive lets us manage many versions/scenarios all in one platform with the robust ability to compare them to each other.
• Processing Performance. With the Elastic Hypercube technology that was implemented a few years back, we can watch changes flow through a complex web of formulas and arrive at an answer within seconds.
• Audit Trail. Our administrators love the ability to see and report on who made what changes when, which leads to real accountability within the organization.

Incentivized

• Formatting the data to work correctly in graphical presentations can be time consuming
• Daily data extracts can run slowly depending on how much data is required and the source of the data
• The desktop version is required for advanced functionality, editing on [the] Tableau server allows only limited features

Incentivized

• Budgeting either isn't included or an extra fee.
• Expense reporting aspects are repetitive and hard to fully optimize.
• Finance tracking is limited to basic reports with multiple levels or drill-down...hard to fully grasp without exporting data and massaging in something else (like Excel).

Incentivized

Because right now its the best option out there (disclosure: I haven't used Qlikview or some of the other direct competitors of Tableau). The big investment is in Tableau Server not desktop. For the cost of the license of Tableau desktop, its a pretty good deal. You can hook it up to pretty much any data source easily. You can easily share the visualizations with your team/colleagues easily. Tableau Desktop is generally easy to use for business users. But the more advanced stuff is better suited for a analyst or someone with a IT/CS background.

For one we're in way too deep to not move forward with Adaptive. We're integrated with Workday, we do a ton of reporting with Adaptive, and it's working very well for planning and forecasting. No reason to look back or change course.

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.

Love, love, love, love the OfficeConnect interface as well as the Planning tab within Excel. OfficeConnect is so flexible, gets immediate updated data (after integrations are run). No need to recreate workbooks every month, just refresh the data. This really is the lifeblood for my CFO and leadership team. The Planning tab in Excel allows us to look at a Sheet with many, many rows and perform analysis, even sending it back to Workday Adaptive Planning.

Incentivized

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.

There haven't been any lately. The only one issue I can think of is when there was an update in Adaptive that altered our reports. Before I realized there was an issue, Adaptive reached out to let me know, so that it could be fixed.

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

Incentivized

All aspects of Adaptive Insights perform well. One area that I wish was quicker was integration. When importing data from Intacct our accounting ERP platform, it can sometimes take 4 hours for the import to process. The earlier imports are done, the quicker they complete. My estimate for a quick upload is about two hours.

The Tableau Desktop's support team has been very helpful and tend to response very quickly. After all you have paid very premium price for the product and it goes to the services. This makes using the tool much easier for these who doesn't have such experience to get help quickly.

Incentivized

Whenever we have had any questions, issues, or concerns, the support has been quick and thorough. [This] allow[s] us to be able to fully resolve any issues, or be connected with the right group quickly to attain the result we were after; be it from simple formatting to adding new detailed reporting.

Incentivized

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.

This was extremely helpful so that they could walk you through the model and teach you more about the complexity of various areas. It is most helpful when it is specific to your organization's model. The larger in-person trainings were helpful but they tended to be more generic and entry level. The trainings that are more tailored to your specific needs are the most helpful.

Incentivized

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

Incentivized

They often times tended to be way too generic or entry level. They would also become sales pitches to upgrade or get new Adaptive Planning products. The questions in the training would be very niche and specific to other organizations. They were rarely helpful to the group at large.

Incentivized

Time needs to be spent ahead of implementation to make sure data sources are set up and ready. Consultants need to understand the data sources and the goals before setting foot on-site. Installation is easy, learning to use it takes time. The training resources available are great.

Incentivized

Trust the expertise of very strong 3rd party implementers. Having deployed Adaptive at a separate company before, I thought I knew it all (hubris, I know). Fortunately, I began to (very quickly) trust the judgment of our Carlson implementation team, and they provided invaluable insights and best-in-class processes that have benefitted me and my team greatly.

Incentivized

Tableau Desktop is clearly one of the best in the business. It has incredible capabilities, and many features are extremely useful. The intuitiveness of the dashboards and the graphical nature of the visualizations are widely used features and super helpful. One of the other benefits is that both programmers and non-programmers can equally explore and create their own opportunities, and seamless integration is possible.

Compared to Vena, Adaptive Planning appeared to be better at scaling with us as a business. Vena uses Microsoft Dynamics as its platform and are somewhat limited in its roadmap due to what's available from Microsoft. Vena is much more linked to an Excel solution than Adaptive Planning and we felt getting our Commercial Finance Business Partners out of Excel would be beneficial to move the mindset away from being analysts to being advisors to the business. OneStream's key selling point was its ability to merge together multiple ERPs into one single platform. This looked powerful but since we were on a single ERP, we wouldn't have benefited from that key feature. The OneStream user interface also looked very dated, as did their reporting outputs. Adaptive Planning had a much more modern and appealing reporting environment.

Incentivized

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.

We went from 2 users to 70+ users over a 2 year period of time. The application scaled wonderfully. 65 of those users were non-finance users so they were able to quickly learn the software and prepare budgets quickly and efficiently. That is the power of Adaptive and its ability to scale

• Easy to share and manage viewer access on a different level to help identify fraud.
• Faster report generation, increased revenue, better decision-making, and data storytelling.
• One-click access to business health and the ability to build/maintain more effective and efficient reports.
• It's easy to share and even manage access to viewers on a different level, and reports are done in a more visual and storytelling manner.

Incentivized

• it is easier to take critical business decisions in the organization and respond to stakeholder early
• migration of resources like cloud, servers or operating system or migrations does not lead to impact on platform
• helps calculates complex metrics requires for financial and resource planning

Incentivized