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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Tableau Server

    Score7.5 out of 10
    N/ATableau Server allows Tableau Desktop users to publish dashboards to a central server to be shared across their organizations. The product is designed to facilitate collaboration across the organization. It can be deployed on a server in the data center, or it can be deployed on a public cloud.

    $12

    Per User Per Month

    Upland PSA

    Score5.8 out of 10
    N/AUpland PSA helps professional services teams grow their business.

    $15

    per month

    Pricing
    Tableau ServerUpland PSA
    Editions & Modules
    Viewer
    $12.00
    Per User Per Month
    Explorer
    $35.00
    Per User Per Month
    Creator
    $70.00
    Per User Per Month
    No answers on this topic
    Offerings
    Pricing Offerings
    Tableau ServerUpland PSA
    Free Trial
    YesYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details——
    More Pricing Information
    Community Pulse
    Tableau ServerUpland PSA
    Considered Both Products
    Tableau
    No answer on this topic
    Upland Software
    No answer on this topic
    Key User Insights
    Would buy again
    75%
    Would buy again
    6 Answers
    No answers on this topic
    Delivers good value for the price
    75%
    Delivers good value for the price
    6 Answers
    No answers on this topic
    Happy with the feature set
    88%
    Happy with the feature set
    7 Answers
    No answers on this topic
    Lived up to sales and marketing promises
    No answers on this topic
    No answers on this topic
    Implementation went as expected
    71%
    Implementation went as expected
    5 Answers
    No answers on this topic
    Features
    Tableau ServerUpland PSA
    BI Standard Reporting
    Comparison of BI Standard Reporting features of Tableau Server and Upland PSA
    Feature
    Tableau Server
    8.4
    95 Ratings
    3% above category average
    Upland PSA
    -
    Ratings
    Pixel Perfect reports9.129 Ratings00 Ratings
    Customizable dashboards7.094 Ratings00 Ratings
    Report Formatting Templates9.081 Ratings00 Ratings
    Ad-hoc Reporting
    Comparison of Ad-hoc Reporting features of Tableau Server and Upland PSA
    Feature
    Tableau Server
    7.8
    95 Ratings
    3% below category average
    Upland PSA
    -
    Ratings
    Drill-down analysis8.095 Ratings00 Ratings
    Formatting capabilities8.093 Ratings00 Ratings
    Integration with R or other statistical packages8.059 Ratings00 Ratings
    Report sharing and collaboration7.089 Ratings00 Ratings
    Report Output and Scheduling
    Comparison of Report Output and Scheduling features of Tableau Server and Upland PSA
    Feature
    Tableau Server
    7.2
    91 Ratings
    13% below category average
    Upland PSA
    -
    Ratings
    Publish to Web8.085 Ratings00 Ratings
    Publish to PDF7.084 Ratings00 Ratings
    Report Versioning8.070 Ratings00 Ratings
    Report Delivery Scheduling8.077 Ratings00 Ratings
    Delivery to Remote Servers5.19 Ratings00 Ratings
    Data Discovery and Visualization
    Comparison of Data Discovery and Visualization features of Tableau Server and Upland PSA
    Feature
    Tableau Server
    8.3
    90 Ratings
    4% above category average
    Upland PSA
    -
    Ratings
    Pre-built visualization formats (heatmaps, scatter plots etc.)9.086 Ratings00 Ratings
    Location Analytics / Geographic Visualization8.085 Ratings00 Ratings
    Predictive Analytics8.064 Ratings00 Ratings
    Pattern Recognition and Data Mining8.01 Ratings00 Ratings
    Access Control and Security
    Comparison of Access Control and Security features of Tableau Server and Upland PSA
    Feature
    Tableau Server
    10.0
    95 Ratings
    16% above category average
    Upland PSA
    -
    Ratings
    Multi-User Support (named login)10.093 Ratings00 Ratings
    Role-Based Security Model10.090 Ratings00 Ratings
    Multiple Access Permission Levels (Create, Read, Delete)10.092 Ratings00 Ratings
    Report-Level Access Control10.01 Ratings00 Ratings
    Single Sign-On (SSO)10.062 Ratings00 Ratings
    Mobile Capabilities
    Comparison of Mobile Capabilities features of Tableau Server and Upland PSA
    Feature
    Tableau Server
    8.1
    79 Ratings
    4% above category average
    Upland PSA
    -
    Ratings
    Responsive Design for Web Access10.077 Ratings00 Ratings
    Mobile Application7.061 Ratings00 Ratings
    Dashboard / Report / Visualization Interactivity on Mobile7.068 Ratings00 Ratings
    Application Program Interfaces (APIs) / Embedding
    Comparison of Application Program Interfaces (APIs) / Embedding features of Tableau Server and Upland PSA
    Feature
    Tableau Server
    6.4
    46 Ratings
    19% below category average
    Upland PSA
    -
    Ratings
    REST API8.040 Ratings00 Ratings
    Javascript API8.037 Ratings00 Ratings
    iFrames6.040 Ratings00 Ratings
    Java API5.57 Ratings00 Ratings
    Themeable User Interface (UI)6.19 Ratings00 Ratings
    Customizable Platform (Open Source)4.67 Ratings00 Ratings
    Best Alternatives
    Tableau ServerUpland PSA
    Small Businesses
    Cyfe
    Score4 out of 10
    Autotask PSA
    Score7.7 out of 10
    Medium-sized Companies
    Qlik Cloud Analytics (Qlik Sense)
    Score8.1 out of 10
    Workday Professional Services Automation
    Score8.2 out of 10
    Enterprises
    Sisense
    Score6.9 out of 10
    Planview AdaptiveWork
    Score8.8 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Tableau ServerUpland PSA
    Likelihood to Recommend
    8.0
    (111 ratings)
    6.0
    (11 ratings)
    Likelihood to Renew
    10.0
    (20 ratings)
    7.0
    (6 ratings)
    Usability
    8.0
    (17 ratings)
    8.0
    (1 ratings)
    Availability
    9.0
    (9 ratings)
    -
    (0 ratings)
    Performance
    8.1
    (8 ratings)
    -
    (0 ratings)
    Support Rating
    3.0
    (18 ratings)
    9.0
    (1 ratings)
    In-Person Training
    8.0
    (4 ratings)
    -
    (0 ratings)
    Online Training
    9.0
    (9 ratings)
    -
    (0 ratings)
    Implementation Rating
    9.1
    (13 ratings)
    9.0
    (1 ratings)
    Configurability
    8.0
    (1 ratings)
    -
    (0 ratings)
    Data Sharing and Collaboration
    5.1
    (79 ratings)
    -
    (0 ratings)
    Data Sources
    6.6
    (82 ratings)
    -
    (0 ratings)
    User Testimonials
    Tableau ServerUpland PSA
    Likelihood to Recommend
    Tableau
    Whole funnel and specific channel performance from upper to lower funnel metrics. The ability to view full channel performance for some time, such as weekly, monthly, or quarterly, has truly been monumental in how my team optimizes specific channels and campaigns. Daily performance tracking is a bit overwhelming, with load times and having to refresh specific live views over time. It can be challenging to do so at times, as extensive dashboards take much longer to load.
    Incentivized
    Read full review
    Upland Software
    We have discovered over the last few years using Tenrox that we could adapt our needs or processes to fit in the Tenrox box rather than adapting Tenrox to fit in ours completely. I feel like Tenrox would be better suited for a company that has fewer clients and projects over the course of a year, as well as fewer users. We have approximately 350 clients, 21,077 projects in Tenrox at this exact moment (we close projects as we can), 188 active users currently, and 415,635 tasks (some of course assigned to now closed projects).
    With this much information hosted through the Tenrox cloud server, we experience increased lag time frequently. This causes a lot of unwanted rejection towards Tenrox in our company.
    Incentivized
    Read full review
    Pros
    Tableau
    • It's good at doing what it is designed for: accessing visualizations without having to download and open a workbook in Tableau Desktop. The latter would be a very inefficient method for sharing our metrics, so I am glad that we have Tableau Server to serve this function.
    • Publishing to Tableau Server is quick and easy. Just a few clicks from Tableau Desktop and a few seconds of publishing through an average speed network, and the new visualizations are live!
    • Seeing details on who has viewed the visualization and when. This is something particularly useful to me for trying to drive adoption of some new pages, so I really appreciate the granularity provided in Tableau Server
    Incentivized
    Read full review
    Upland Software
    • We love that our timesheets are pre-populated with all our employee's assigned contracts and we get to control what is on their timesheet as far as funder and contract codes.
    • Tenrox did very well with our integration and getting a timesheet that exports well with our payroll provider.
    • Tenrox has a great email reminder system for when people need to submit or approve timesheets.
    Incentivized
    Read full review
    Cons
    Tableau
    • Tableau Server has had some issue handling some of our larger data sets. Our extract refreshes fail intermittently with no obvious error that we can fix
    • Tableau Server has been hard to work with before they launched their new Rest API, which is also a little tricky to work with
    Incentivized
    Read full review
    Upland Software
    • Tax calculation per state tax rules. Tenrox's current capabilities relative to tax codes is extremely limited and we have to do several time-consuming work-arounds in order to apply the tax as needed for our business. What is particularly frustrating about this aspect is that our need is based on tax laws and codes set by states and I feel a financial system should be able to sufficiently structure for legally-defined tax codes.
    • Tenrox Project Planning add-on module. This portion of the system has never worked as seamlessly as you would assume given they were designed to work together. We've run in to many bugs and just oddities over the years. It's very finicky in my experience. We only use TPP for a small portion of our projects - those being our smaller or need to have huge task lists per client naming requirements.
    • (The bad that became the good!) In the past, we have had significant customer-service challenges with Tenrox and then Upland, however over the past several months we have noticed a marked change in this. If we had not previously experienced issues with the customer service, I would not have any issue with the level of service that we are currently receiving. Given the history, I am cautiously optimistic that our current level of customer service will continue. I think our service concerns finally reached the 'right' people and I am reasonably confident the positive changes are here to stay!
    Incentivized
    Read full review
    Likelihood to Renew
    Tableau
    It simply is used all the time by more and more people. Migrating to something else would involve lots of work and lots of training. The renewal fee being fair, it simply isn't worth migrating to a different tool for now.
    Incentivized
    Read full review
    Upland Software
    I am not in charge of renewing the Tenrox contract. However, if it was up to me, I would renew in a heartbeat. Tenrox is an asset to our organization and it keeps us focused. I am not aware of other products similar to Tenrox that provide the depth that they do.
    Read full review
    Usability
    Tableau
    Tableau Server takes training and experience in order to unlock the application's full potential. This is best handled by a qualified data scientist or data analytics manager. Tableau user interface layout, nomenclature, and command structure take time and training to become proficient with. Integration and connectivity require proper IT developer support.
    Incentivized
    Read full review
    Upland Software
    I feel like if the user interface could combine time and expense for users to be entered on one screen rather than two completely separate locations it would greatly improve usability. If the expense entry process could be improved completely, it would greatly improve the usability as well. Everything else within Tenrox, makes everything very user friendly.
    Incentivized
    Read full review
    Reliability and Availability
    Tableau
    Our instance of Tableau Server was hosted on premises (I believe all instances are) so if there were any outages it was normally due to scheduled maintenance on our end. If the Tableau server ever went down, a quick restart solved most issues
    Read full review
    Upland Software
    No answers on this topic
    Performance
    Tableau
    While there are definitely cases where a user can do things that will make a particular worksheet or dashboard run slowly, overall the performance is extremely fast. The user experience of exploratory analysis particularly shines, there's nothing out there with the polish of Tableau.
    Read full review
    Upland Software
    No answers on this topic
    Support Rating
    Tableau
    We have consistently had highly satisfactory results every time we've reached out for help. Our contractor, used for Tableau server maintenance and dashboard development is very technically skilled. When he hits a roadblock on how to do something with Tableau, the support staff have provided timely and useful guidance. He frequently compares it to Cognos and says that while Cognos has capabilities Tableau doesn't, the bottom line value for us is a no-brainer
    Incentivized
    Read full review
    Upland Software
    The support team is always very helpful and strives to ensure they have met your needs and corrected your issues in a timely manner. If they need more information or cannot recreate the issue themselves, then they will follow-up to gather the necessary data themselves. They are constantly striving to meet the needs of all users and understand so many different industries and types of environments out there, it is very impressive.
    Incentivized
    Read full review
    In-Person Training
    Tableau
    In our case, they hired a private third party consultant to train our dept. It was extremely boring and felt like it dragged on. Everything I learned was self taught so I was not really paying attention. But I do think that you can easily spend a week on the tool and go over every nook and cranny. We only had the consultant in for a day or two.
    Read full review
    Upland Software
    No answers on this topic
    Online Training
    Tableau
    The Tableau website is full of videos that you can follow at your own pace. As a very small company with a Tableau install, access to these free resources was incredibly useful to allowing me to implement Tableau to its potential in a reasonable and proportionate manner.
    Read full review
    Upland Software
    No answers on this topic
    Implementation Rating
    Tableau
    Implementation was over the phone with the vendor, and did not go particularly well. Again, think this was our fault as our integration and IT oversight was poor, and we made errors. Would they have happened had a vendor been onsite? Not sure, probably not, but we probably wouldn't have paid for that either
    Read full review
    Upland Software
    The main thing with implementation is to make sure you have taken full advantage of the "sandbox testing" site that Tenrox provides to you during development. Try out every scenario you can think of, have other people enter information if needed, so that you can make sure you have not missed any big items. If you have the opportunity, roll out implementation to small groups of users. Depending on how your company is set up, I would choose groups that are not all in the same department so that you can address questions across all areas before adding in more users in the next wave of implementation.
    Incentivized
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    Alternatives Considered
    Tableau
    Today, if my shop is largely Microsoft-centric, I would be hard pressed to choose a product other than Power BI. Tableau was the visualization leader for years, but Microsoft has caught up with them in many areas, and surpassed them in some. Its ability to source, transform, and model data is superior to Tableau. Tableau still has the lead in some visualizations, but Power BI's rise is evidenced by its ever-increasing position in the leadership section of the Gartner Magic Quadrant.
    Incentivized
    Read full review
    Upland Software
    The Tenrox software looks and feels older and is not as user friendly! Harvest, for example, is an upgraded version that is easier to track and compile. This is what I'm comparing it to and it's not even close! We only selected Tenrox because it was cheaper and we had a connection in the company with someone at Tenrox to use that platform. We are currently looking for a change.
    Incentivized
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    Return on Investment
    Tableau
    • Tableau does take dedicated FTE to create and analyze the data. It's too complex (and powerful) a product not to have someone dedicated to developing with it.
    • There are some significant setup for the server product.
    • Once sever setup is complete, it's largely "fire and forget" until an update is necessary. The server update process is cumbersome.
    Incentivized
    Read full review
    Upland Software
    • Tracking, tracking, tracking. It keeps the data we need and gives us the ability to look at it in countless different ways with just a few clicks, which is a big time saver. Without Tenrox, we would definitely have to increase our headcount in order to accomplish billing and payroll.
    • We recently were able to automate a huge portion of business that was still (yes, still in 2014!) being managed out of an Excel spreadsheet. We experienced a great deal of resistance to the change with our own employees, however now that we have it going we have cleaned up our invoicing and impressed the highest-financial officer for two consecutive months - our first/only two months billing directly from Tenrox for that group.
    • A newer development for our team - Some client managers in the other divisions our company have begun to look at what we are able to do with Tenrox and our other primary system and get some of their work moved over to our group. This is great and is giving us new opportunities - we will likely need to increase the headcount of our admin. team, but for a good reason (too much work coming our way!).
    Incentivized
    Read full review
    ScreenShots

    Tableau Server Screenshots

    Screenshot of Tableau Server interface and administration view 1.Screenshot of Tableau Server interface and administration view 2.Screenshot of Tableau Server permissions view.Screenshot of Tableau Services Manager (TSM) view 1.Screenshot of Tableau Services Manager (TSM) view 2.