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Tableau Desktop

Tableau Desktop

Overview

What is Tableau Desktop?

Tableau Desktop is a data visualization product from Tableau. It connects to a variety of data sources for combining disparate data sources without coding. It provides tools for discovering patterns and insights, data calculations, forecasts, and statistical summaries and visual…

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Recent Reviews

Analytics with Tableau

7 out of 10
February 27, 2024
We use Tableau to generate daily and weekly reports for our business module to generate our key performance indicators. These insights we …
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 30 features
  • Report sharing and collaboration (157)
    9.3
    93%
  • Formatting capabilities (162)
    9.1
    91%
  • Drill-down analysis (159)
    9.1
    91%
  • Customizable dashboards (166)
    8.9
    89%

Reviewer Pros & Cons

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Pricing

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Tableau Creator

$70.00

On Premise
Per User / Per Month

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttp://www.tableau.com/products/desktop

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $70 per month
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Product Demos

Tableau Desktop Tutorial | Tableau Desktop Training | Online Tableau Desktop Training - Youtube

YouTube

- Tableau Demo: Quick Tutorial to Getting Started with Tableau Desktop

YouTube

Tableau Desktop Naming Conventions Part 1

YouTube

Tableau Desktop Introduction Part 1

YouTube
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Features

BI Standard Reporting

Standard reporting means pre-built or canned reports available to users without having to create them.

8.5
Avg 8.2

Ad-hoc Reporting

Ad-Hoc Reports are reports built by the user to meet highly specific requirements.

8.9
Avg 8.1

Report Output and Scheduling

Ability to schedule and manager report output.

8.6
Avg 8.3

Data Discovery and Visualization

Data Discovery and Visualization is the analysis of multiple data sources in a search for patterns and outliers and the ability to represent the data visually.

8.6
Avg 8.0

Access Control and Security

Access control means being able to determine who has access to which data.

8.8
Avg 8.5

Mobile Capabilities

Support for mobile devices like smartphones and tablets.

8.3
Avg 8.0

Application Program Interfaces (APIs) / Embedding

APIs are a set of routines, protocols, and tools for used for embedding one application in another

8.8
Avg 7.9
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Product Details

What is Tableau Desktop?

Tableau Desktop supports data-driven decisions by helping users to answer questions more quickly, solve harder problems more easily, and uncover new insights.

Tableau Desktop connects directly to hundreds of data sources, both on-premises or in the cloud, with the goal of making it easier to start analyses. Interactive dashboards, drag and drop functionality, and natural language queries help users of all skill levels quickly discover actionable insights, all from its visual interface. Users can ask deeper questions by quickly building calculations, adding trend lines and seeing statistical summaries, or clustering data to see relationships.


Tableau Desktop Video

In this video, the TrustRadius team will be discussing the top business intelligence tools available: Qlik Sense, Tableau, ThoughtSpot, and IBM Cognos Analytics.

Tableau Desktop Technical Details

Deployment TypesOn-premise
Operating SystemsWindows, Mac
Mobile ApplicationNo

Frequently Asked Questions

Tableau Desktop is a data visualization product from Tableau. It connects to a variety of data sources for combining disparate data sources without coding. It provides tools for discovering patterns and insights, data calculations, forecasts, and statistical summaries and visual storytelling.

Tableau Desktop starts at $70.

IBM Cognos Analytics, SAP Lumira Discovery, and Qlik Sense are common alternatives for Tableau Desktop.

Reviewers rate Report sharing and collaboration and Java API highest, with a score of 9.3.

The most common users of Tableau Desktop are from Enterprises (1,001+ employees).
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Comparisons

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Reviews and Ratings

(2259)

Attribute Ratings

Reviews

(1-25 of 32)
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Score 9 out of 10
Vetted Review
Verified User
Tableau Desktop is Best visualisation tool for business intelligence.
We can make real time dashboard and reports with eye catching user interface and Charts.
best part is 100+ data connector are available to get data from.
using Tableau Desktop from last 1year and found the best visualisation tool.
you can create calculated field also for making some kpi. This KPI will help your business to grow and decisions making.
overall solving your all business visualisation need. Can create dashboard for any domain. Collaboration of file is very easy.
  • Can create best eye catching report with interaction.
  • Easily calculate and visualise business KPI , that will help your business for making good decisions
  • Can easily collaborate report
  • Nit budget friendly
  • Some formatting options and chart options is still missing
Best suited for Making detailed report for any domain.

when we make same kind of report it’s repeated options only
February 27, 2024

Analytics with Tableau

Score 7 out of 10
Vetted Review
Verified User
We use Tableau to generate daily and weekly reports for our business module to generate our key performance indicators. These insights we use in our business review meetings to understand the business performance with our target baseline. Through this, we can able to identify the areas of improvement and contribute to decision-making.
  • Easy to import the data from various external sources and transform them as per the business requirements.
  • Through Quick analysis tool bar option, we could easily calculate certain metrics and boost productivity
  • We use set and parameters in Tableau to generate business insights required for our process.
  • It has poor performance while handling large data sets and takes a longer time to complete certain tasks.
  • Their customer service assistance is not good which should be improve for better experience.
  • They have limited options to export the data from Tableau that should be improved.
We have to import multiple data sets from different sources and Tableau has the option to connect with them which saves a lot of time.

It has limited features available via using Tableau on a mobile application which does not allow us to perform certain task and Tableau has performance issues while using it through the mobile.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Tableau Desktop has been used in the entire organization. It is a very important tool to create concise and clear visualizations. I was able to get started on using it right away with minimal initial training. Tableau Desktop is an intuitive tool, doesn't require coding and the users can become proficient in a short period of time.
  • The learning curve is minimal.
  • Easy to use and very intuitive.
  • Tableau provides good quality online help.
  • The dashboards alignment can sometimes become a challenge.
  • It doesn't have the donuts/ the ring as a native visualization format.
  • Sometimes is difficult when dealing with dates calculations.
Tableau visualizations should be used when an organization at any level tries to get performance metrics regarding a certain business area. Instead of using spreadsheets, Tableau gives the users the an overall and at-a-glance view of the business operations and information regarding different aspects for different areas of interest. Is is also gives the capability to view the data in real time. Tableau maybe less suited for very detailed data analysis.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
I work for a Data Sciences organization which provides consulting and corporate training in data science and visualization, and since Tableau is my bread and butter for visualization, either to understand my data or train people on the nuances of data. It is generally used across the organization although some people prefer using R and Python libraries in pockets.
  • Easy to import data from multiple sources
  • Easy to drag and drop and create various dimension
  • Easy to build a storyboard
  • A simple knowledgebank to get people started is essential.
  • The pricing could be slightly lower for individual users
  • The calculated fields could be made simpler
Tableau is really good if the company is serious about what they are doing.

There are instances where organizations do not have enough of a budget to invest in a visualization and storyboarding tool and hence like to go with open source tools. In such scenarios, considering the pricing of Tableau, it may not be appropriate.
Akshaya Bhardwaj | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
In our company, we use this department-wide. The teams that work on data visualization use this product. The work on this tool is client specific, some teams use this to understand the data, some teams use it for making the good charts for presenting the data. The teams that are mainly using this tool are more into analytics.
  • It creates good dashboards.
  • Selecting the fields and metrics is quite easy. We can create the formulas for presenting any variable.
  • We can use this tool with R studio and SQL, which I think is the major power of this tool.
  • We can process huge data in a very limited time.
  • Output delivery of charts is also very efficient. For example, we can take the PDF of the charts, which is good, from other tools.
  • More statistical functions need to be introduced in it.
  • We can not clean the data through this tool.
  • While taking the data from multiple sources, it hangs sometimes which sometimes crashes the whole system.
For performing the exploratory data analysis(EDA) through charts this is the best tool that is available in the market. For understanding the data i.e finding the insights so this leads. If you are working on data management, then you can not completely depend on this tool as data cleaning and data transforming is not possible through it. For drawing inferences, no one will suggest this tool.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Internally, Tableau is mainly used by the analytics team, but we have had some cross-department adoption. Externally, our clients use the dashboards our team produces across multiple business functions. It really depends on the client and how much they are dedicated to investing in the platform at an organizational level. It's mixed between companies with only 1 or 2 stakeholders that care about dashboards, to companies that use Tableau across the organization.
  • Tableau allows me to quickly explore a dataset and find meaningful visualizations and segments in the data. I find that it's the tool I turn to when I have a fresh set of data and need to quickly pick apart what's important to know about that data.
  • A lot of my business stakeholders can't understand data without being able to see a visualization. Tableau enables me to take structured data and build those visualizations much faster than something like Excel.
  • I enjoy the flexibility in being able to create calculated metrics within the tool. This saves several steps in creating those new metrics within the raw data. The calculated metrics are robust, allowing you to write logic to get at the data that you really need.
  • I spend a lot of time customizing dashboards for clients to match their branding and aesthetic. The one particularly annoying thing is not being able to change the font colors on the y-axis labels. It seems so simple, but there's honestly no way to do it!
  • I work from a laptop that is a few years old. Tableau software is not a light program and I often run into system memory issues when I'm running Tableau Desktop along with other programs. I probably just need a faster computer, but IT has budget constraints and I'm not sure when I'll get a PC upgrade.
  • Sometimes I could spend a lot of time just trying to find a feature in the tool. Like a lot of other Tableau users, I end up googling my question and finding the answer on a community post or YouTube channel. I know it's not just me, as sometimes formatting and customization are not very straightforward.
Tableau Desktop is great for building dashboards that you use yourself. It gets a little harder to use when you want to share dashboards with others. The data that you use in Tableau should already be clean and structured, so if you don't have that or don't have support to get that, you'll need more than just Tableau to be able to use it. There is a bit of a learning curve if you're new to BI or data visualization, but with practice and training, it becomes a very valuable asset for analysis.
Chandra Bhanu Pratap Singh | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We are using Tableau Desktop for creating dashboards for MIS reporting. These dashboards are being used by stakeholders and managers for their decisions process. They can see the changes over time and graphs, top performing agents and several similar details which are shown geographically or by state. We usually get requirements to update the dashboards as per their need so that it is easily understandable and conveys more information.
  • Graphs and charts are built very easily.
  • Tableau is very good at showing data visually
  • Easily help make a decision by looking at the pattern
  • The ETL part is missing in Tableau.
  • For huge and ambiguous data-sets, Tableau Desktop is not good.
  • Before analysis data preparation is mandatory.
Tableau is well suited for scenarios where we need to show data visually instead of tabular data. Because Tableau Desktop helps in summarizing the data, and summary data can be well presented in visual form only. If we have tabular data we need to first perform a few calculations and based on that we can create fields which will be used for creating graphs and charts.
Arlex Guzman | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
In my work we use Tableau Desktop to do graphical analysis of data associated with the operations of the services we offer, the unit that is responsible for using it is the statistics management, our business is air transport, in specific air traffic services which are required by airlines and airports, the studied data is processed with Tableau Desktop to make graphics that allow us to identify patterns and facilitate content for presentations, reports and operational reports. Tableau Desktop is a fabulous tool for the diversity of types and graphic formats, for the versatility to establish relationships with data from different databases, the interface is intuitive, queries are very easy to do, regardless of the origin of the data, has tools to do data mining and consequently business intelligence, in our case it is very useful to relate things such as the volume of route operations depending on the cost of fuel, or determine the profitability of a route or create different scenarios and study the sensitivity of the operation in its different dimensions.
  • the quality of its graphic tools.
  • the intuitive and easy in the elaboration of database queries.
  • I think Tableau should improve interoperability with document editors such as ms word.
  • Support in multiple languages is necessary.
Tableau Desktop is a graphical analysis tool for Big data and business intelligence, these are areas where you can take advantage of a sognificativa, however I think there are others where it would not be so, for example it would be an opportunity for its developers to get into the field of technical analysis of financial markets, that is, developing tools that allow Tableau Desktop to be used for such applications.
November 14, 2017

Tableau Review

Score 9 out of 10
Vetted Review
Verified User
Incentivized
I use Tableau to better help me merchandise our website. I can see which products are selling the best from each category and it helps me make decisions on what product to feature at the top of each category page. I also like having the option to see which SKUs (color or design) are selling better than others and I'm able to use this knowledge when deciding which option I show
as the main focus on the product page.
  • Filter by category & refinement to see which items are the best sellers in the particular field.
  • Able to break down each item number by SKU and see which one is performing better than others.
  • Able to see excess inventory and conversions.
  • There is no search option, if you are trying to find a certain item you will have to use the filters to find it.
  • Some of the category refinements do not match our website. For example, there's a "solutions hardline" category filter and we do not have this on our actual website.
  • You cannot check previous weeks/months of data. This would be helpful to have when comparing product performance.
I use this platform whenever I'm choosing items to feature in our visual navigation. The visual navigation appears in each of our major categories, and we choose 1 item to represent the subcategories inside. Tableau helps me pick these items because I can see which item is the best seller for each subcategory and also which SKU is performing the best.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Tableau Desktop is used as a tool to display KPI dashboards. It addresses the business problem of getting timely visibility on business performance in supply chain. Tableau is used by the sales department and some sections of the marketing department but not across the whole organisation.
  • Data mapping: create quick data exploration by joining text file data with xls file
  • Gantt Chart: better Gantt Chart capability than Microsoft Power BI
  • Mapping: excellent mapping capability down to suburbs and post codes in Australia
  • Box plot: quick box plot creating
  • Colour scheme: currently only have limited control over default colour scheme
  • Scheduling dashboard creation and distribution via email currently not available.
  • Table format visualisation: difficult to control as Tableau tends to concatenate fields once it has more than many characteristics fields shown as one.

Well suited for quick data analysis and dashboarding.

Less appropriate for report distribution via email.

Charles Saulnier | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We currently use Tableau Desktop to provide dashboards to managing departments in an investment company. We use two main types of data sources: an SSAS cube and views on an SQL Server database. Once dashboards are approved, we publish them on Tableau server for the company's internal clients. At this time, Tableau is mostly used to automate reports analysts and managers used to fill periodically with Excel.
  • Connection to data sources, and variety of connectors available
  • Easy-to-use data blending functionality, once you experiment it a few times
  • Makes visual analysis accessible to a wide variety of users
  • Publication of dashboards on Tableau Server is a breeze
  • Tableau is ill-suited to work with SSAS cubes, at least when you are used to analysis within Microsoft tools
  • Data preparation is not up-to-par with other leading vendor tools (although can be improved through Alteryx if you have access to it)
  • The ease-of-use is true for basic analysis, but rapidly gives way to a steep learning curve with more complex queries or when the business context is more mathematics oriented
With a well curated self-service environment, Talbeau Desktop can empower business users and add value soon after implementation. It is also well suited for intermediate and advanced users when end-users welcome visualization of data over tables. Strangely enough, it is often harder to build tables than visualizations in Tableau. I currently use version 9.3 of Tableau at work, we will soon migrate to version 10.2, therefore my comments do not reflect the latest version's characteristics.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
I have used Tableau Desktop for various projects related to data visualization and showing data analysis. It is very easy to develop various charts, using colour codes to distinguish various trends and has templates to complete the work.
  • Helps spot visual patterns correctly.
  • Apart from using an Excel you can also connect to your own data set or database to import large amounts of data and use it to drill down and prepare charts.
  • The charts and graphs made with Tableau are very interactive with the right information.
  • When data is highly granular Tableau must render and precisely place each element.
  • Green data fields are continuous and blue data fields are discrete. It is essential to understand what they do previously or else one can get confused. If you do not take Tableau video lessons or read about how the data fields with green or blue fields are different, it would be confusing. Tableau can improve that.
In scenarios, where we have a lot of data and want to explain how this data affects a particular scenario, organisation, show customer segmentation, enable someone who is not aware in depth about data analytics we can use Tableau. What tableau does best is that it takes the data that needs to be processed or analysed and performs the SQL at the backend. So, for a person who does not understand SQL and cannot combine two tables or sets of data, it is very useful. Additionally Tableau also has a variety of ways the data can be filtered and represented by graphs. For example, in a scenario where we need to show sales of the company, showing large sets of data or Excel files cannot really give you an understanding of how well or bad it is going. So instead of a graph, representing sales monthly or quarterly can be created in Tableau for better understanding.
February 21, 2017

Tableau ease

MeghanMarie Fowler-Finn | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Tableau Desktop is being used by one small department in our organization. We use it to track daily and monthly metrics for the organization and to visualize data coming from multiple different data sources. Our agency has been involved with a major data automation projection and depends on Tableau to test and use that data.
  • Easy to learn
  • Simple vizualizations
  • Interaction with Tableau Server so non-developers can explore with filters
  • Easy connections to many different types of data sources
  • Automatically updated parameters - when my database encounters a new date field, the parameter should automatically update to include that date
  • Easier mapping capabilities so I can more easily connect geo-located items with a polygon
Tableau Desktop is suited for data visualizations that are complex but need to be drilled down into and seen at multiple levels detail. It is also suitable where multiple people might have different questions about the same data set using filters. Tableau Desktop is less appropriate for real time monitoring of multiple streams of data changing rapidly because it is too slow.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Currently Tableau is being used to share dashboard metrics with our Retail Development team. Tableau is currently connected to our database server where it allows me to create real-time visuals for market reports and attendance tracking. Before coming to DMC they did not have a Data Analyst or a person that understood what relevant marketing metrics meant to the business. With Tableau, I was able to give VPs and other Execs a look at the business from a high level view as well as dig into the weeds to come out with data relevant for decision making.
  • Aggregation: SQL aggregate functions are come last to the aggregation power of Tableau. There are various formulas for annual growth, retention, and ratios that can break a query or stress at database. Tableau simplifies that through calculated fields and presets.
  • Mapping: Normally aggregate maps are created in SAS but, Tableau takes the guess work out of creating maps that display various levels of change using metrics.
  • Calculated Fields: If you know SQL or even Excel then calculated fields are the gold nuggets of Tableau. Coding custom formulas that are reusable across workbooks, save so much time.
  • Measured Names and Values: I struggle getting that blank area of Measured Names to vanish for cleaner reporting but, if you delete one then it removes the metric as a whole.
Tableau is great for marketing situations where you need to allocate numbers fast and parse them even faster. It's a great storytelling tool for deep dive analysis but, it lacks creativity in visuals. If I were presenting visuals that required comparing metrics from one year to the next then Tableau doesn't suit my needs in my current role. I still have to build 2 sets of visuals for each branch on order to convey the message of growth.
Score 10 out of 10
Vetted Review
Verified User
We use Tableau Desktop mainly to analyze operational data for our consumer-facing website. This involves data from our own web application (sometimes via database connection, sometimes via flat file exports) as well as Google Analytics data (both traffic and events data). We have one user (me) who runs weekly reports that mash up the data from the operational systems and Google Analytics, and then syndicate the output via emailing PDFs of the standard reports around. I also do ad hoc analyses from time to time to try and spot patterns, trends, answer specific questions etc. and sometimes those make their way into the standard weekly visualizations shared with the team.
  • Tableau is an excellent tool for quickly making sense of millions of rows of data. It does an excellent job of recognizing facts and dimensions in denormalized data files (say CSV or Excel) as well as connecting to larger databases. The learning curve is slight but not too steep if you are comfortable with Excel Pivot Tables or similar.
  • The visualizations are particularly good as well, as there is a good library of them as well as an auto-suggest feature that for a given series of dimensions and metrics will recommend what chart types might apply. If you have data it recognizes (or is typed) as zip codes for instance it will recommend a geospatial / map visualization.
  • If you have broader enterprise needs for data security and segmentation, heavy duty report customization, or data transformation, this is less comprehensive a tool than other enterprise BI packages (e.g. Business Objects, MicroStrategy, or similar). That said, what it does, it does amazingly well and at a tremendous value.
  • One minor annoyance is that formatting applied to a workbook doesn't carry throughout or get remembered as a template. The default choices for font sizes tend not to export well to presentations or printed text, and having to hand-enlarge every axis label every time gets obnoxious. I've seen third-party tools developed specifically for re-using formatting selections across one or multiple workbooks.
We were satisfied enough with Tableau that it would take something pretty amazing to get me to switch away from it as a go-to visualization and analysis tool, or "pivot table on steroids". It's best suited though to situations where you have your data either in a single tabular format, or where you can run a single query against a single data source to get a single tabular format answer as the basis for generating your visualizations. Tableau does have a data blending feature that is useful, but if you use it when connecting to multiple large third-party data sources (for instance two connections to Google Analytics, one to get traffic metrics and one to get more detailed event counts and join them up on landing page, channel, etc...) then the data blending process can get pretty cumbersome. It's better to stage your data outside Tableau in one format (be it a single SQL database, CSV, or whatever) via some other ETL process than to try and get that done via data blending in Tableau.
David Fickes | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Tableau is used as a teaching tool for visualization across several departments. It is also used by these departments and others to create visualizations for budgeting and other external communications for the public, government staff and elected officials. Ultimately, these visualizations have a wide circulation and are key to demonstrating our commitment to a wide variety of social initiatives.
  • Geographic visualizations with demographic substrates.
  • Combining multiple visualizations into a single dashboard presentation.
  • Creating exploratory dashboards.
  • Storytelling.
  • Their ability to send presentations using a snapshot of the data is outstanding.
  • Could use a bit more flexibility in their approach to stories.
  • Relatively expensive on a per seat basis.
  • The viewer requires substantial hardware for good responsiveness.
Tableau is a wonderful tool for exploratory data manipulation. It has a learning curve but once you understand its view of the world, many things fall into place. Lot's of flexibility -- you'll never want to go back to Excel alone. The storytelling feature could use a bit more polish in its choice of defaults. You can end up with a great final result but it takes a while to get there.
Paul Morgan | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
  • Clean visualizations that are not cumbersome or dated.
  • Exceptional presence on (windows) desktop, web and mobile (capability).
  • Connects to a variety of disparate data sources.
  • Faster enablement of reporting and analytics than other BI contenders.
  • No OSX support (due 2014).
  • Browser Authoring needs more maturity.
  • Missing some visualizations (coming in 2014).
  • Some of the sorting capabilities on calculated fields are limited.
  • Not great if you're looking for Crystal Reports style static reporting production.
  • Integration with portal systems.
If you are looking for a BI Visualization and Analytics tool and have looked at Tibco and MicroStrategy (to name but two), then this is worth putting on the top of your list.

This application is great for displaying BI content on screens but not really best used for the dumb reporting that tools like Crystal do better - however it can do it but it's a hammer to crack a nut.

This application may also redefine how you think of your BI solution. Get the public version and try it out.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Tableau Desktop is used as the BI tool for a group of 3000 end users and more than 300 developers in our organization. We moved out of tools like Cognos, BO to Tableau for all our reporting and analytic needs. Tableau is cost effective and useful for quick turn around and is very suitable for self service BI.
  • Connectivity to RDBMS, Excel, Files, Big Data. So a wide variety of data can be reported through Tableau.
  • Tableau extracts can get the data out of source system and store it in the Tableau server or desktop user's machine to enhance the response time.
  • Wide variety of analysis tips and pre-defined chart features that guide new users to create intuitive reports.
  • Quick filter, easy to share and number of analytical functions to create custom calculations.
  • Blending of sources can be enhanced to provide option for full outer blending.
  • Join option between tables need to have more variety than equi-joins.
  • Restriction of showing 16 distinct dimensional field in a report needs to be removed.
Appropriate: SSBI, Agile projects, Analytical Reporting, Visualizations
Less Appropriate: Operational reporting, spreadsheet like flat reports
Phillip Smith | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
We used Tableau Desktop to write reports that we would later publish to Tableau Server. It was used to create sales dashboards and scorecards for the sales operations and field management teams.
  • Tableau Desktop has a great variety of visualizations. Once a dashboard is created refreshing the data is quick and easy.
  • The calculations in Tableau Desktop are easy and logical. It suggests as you type, making it quick and easy.
  • Parameters are very powerful ways to slice and filter the dashboards.
  • It's weak with Tabular reporting. It also won't let you reference a specific cell in the same table, making scorecards difficult.
  • It needs some more options on colors, shading, 3D, etc., to add variety to the visualizations.
  • Dashboard creation isn't as easy as it could be. Lining different elements up, centering, etc., was sometimes difficult.
Tableau Desktop is great if you have simple and/or stable data sources. It's great for dashboards, but not scorecards. High level reporting with drill-down is great, but it does struggle on the drill down if the data is too granular or immense. Some aggregation is required to get speed. You'll love it as long as you're not trying to make it do more then it was intended for. It's not a one-size fits all reporting tool.
Ivan Miller | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We just recently implemented Tableau here at Experticity and we've been having generally good experiences with it thus far. We're currently moving towards making Tableau the primary system for people throughout the company to consume data we provide. Tableau's dashboards make it easy for us to visualize what is going on with our business; the product has been great for speedy dashboard development and interactivity in terms of the capabilities users have in interacting with the dashboards via Tableau server.
  • Rapid dashboard development. Tableau makes it extremely easy to visualize data in a multitude of ways and combine related pieces into a visually appealing dashboard for business users.
  • Support for a wide array of data sources, the ability to blend or join data from disparate sources together.
  • A large number of built-in chart and graph types to help users visualize data.
  • global filters to quickly slice and dice data sets by whatever dimensions or metrics you desire.
  • We have issues with Tableau calculating different attributes on date dimensions. Because of this, we've had to manually add additional fields to our date dimensional tables to support year over year reporting.
  • Tableau server doesn't currently have support for business users creating their own calculated measures. This would be an extremely useful feature, especially for the users who we consider "power" users that want to perform further analysis on the reports the BI team provides.
  • The live data streams seem to add a lot of overhead and really hinder the "interactivity" portion of the dashboards. Because of this, we've stuck mainly to using data extracts to ensure the dashboard interactivity is responsive.
Tableau is extremely well suited for most business intelligence use cases, in my opinion. In situations where users wish to perform deep statistical analysis or predictive modeling, a tool like SSRS would likely be more appropriate. Additionally, for cases where users wish to analyze extremely large volumes of data (think in excess of 100M rows), a big data solution would likely be more fitting. For typical use cases of creating dashboards and providing detail on most pre-aggregated data, Tableau really stands out as one of the top offerings in my experience.
James Northway | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Tableau is currently being used by approximately 20-30 users across the organization in different departments. There are two users in my department (Enterprise Transformation) including me that mainly use it for dashboard building and value tracking. Tableau has been helpful in providing value add to enterprise-wide initiatives where we use KPI's or metrics within specific departments. It saves massive amounts of time and continuous dashboard building that used to take hours if not days to develop. It makes it easier to update financial information from said metrics and provide numbers much, much quicker to senior leadership which in turn helps them make decisions easier and faster.
  • Being able to provide key performing metrics much easier and quicker
  • Reduced time building dashboards that would normally take hours or days
  • Answers "what if" questions much easier and faster
  • Although there are helpful links I can find via Google, I wish Tableau would make it easier to write calculated fields. For example, I needed to write a calculated field which included a parameter for percentage change in sales. Instead of using "excel" language in the IF, AND, OR I wish you could click on a button that answers your question and either walks you through on how to do it or basically does it what you ask it to do. I spend more time trying to figure out the field.
Some of the audience of the end product have not bought into it yet. They prefer the powerpoint method and it could be mainly because they like to see that type of presentation vs. creating another account on Tableau server and logging in. They'd prefer to get a powerpoint and click through it and have the presenter walk through the slides.
Katarina L. Rawdan | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
It is utilized departmentally on certain projects. I use Tableau Desktop both corporately and personally from an geo analytic standpoint.
  • Population Health - customizable, UTD data that makes findings visible.
  • Real Time analytics and SQL compatibility.
  • The ability to change variables and not skew the remainder of your variables in an environment.
  • The ability to create custom fields for data
  • Lack of reporting ability
I use Tableau Desktop for population health DA for the hospital and ACO... and find it extremely useful.
Tom Bertolino | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
As a freight audit and payment company, Cass Information Systems has provided data visibility through our existing CassPort client web portal for several years; however, our data visualization features are limited (especially compared to tools currently available in the marketplace). Tableau Desktop (for use with Tableau Online) was, therefore, selected as the business intelligence tool to be offered to select Cass shipper clients. As chief data visualization content developer, my near-term goal is to pilot our roll-out effort across a few test clients. If pilot is successful, we will likely transition to Tableau Server and integrate Tableau content with CassPort.
  • Low cost.
  • Self-service format, very easy to implement with minimal IT resources needed.
  • Flexibility...and data visualization features are much better than expected.
  • If original data sources change (e.g. field name change, field added/removed, file name change), it can be tricky to remap new names to previous ones without disrupting existing sheets, dashboards, and/or storyboards; of course, this issue likely exists with any comparable tool.
  • Large datasets require extraction to minimize latency. Extraction can take several minutes. Again, this may be something most other tools encounter.
  • Although I previously mentioned ease of implementation as a strength, there is a learning curve using Tableau Desktop. BUT, there are useful online instruction videos...and our Tableau account mgr is available for assistance.
In my opinion, Tableau may not be as useful for access to detail-level data (e.g. 1M+ records). It's a reporting tool; daily exception handling tasks may be better suited for other systems and processes.
Alexander Lubyansky | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
We are using Tableau Desktop to:
  1. Explore data as part of the initial analytics step once data is loaded, to guess at fruitful paths to do the "numbers stuff"
  2. Share our progress internally and get feedback (vs. displaying endless tables)
  3. Create fairly complex dashboards for the client
The project is large (several dozen people), with a large client, and focused on the detection of fraud, waste, abuse, and other unusual behavior in healthcare data.
  • Once data for a given analytics study is CLEAN, this is the fastest way to profile the data and "feel" it out. With a few iterations of looking at Tableau worksheets and massaging the data further, you can get a very good idea of what the data says in a broad sense as well as good places to check for anomalies.
  • At the other end of the value chain, experts in Tableau can design very complex dashboards for clients. This part is harder, but allows the marriage of the data alongside its context. This lets clients who are subject matter experts rapidly understand what the data says without information overload or having to learn all kinds of technical stuff about the data.
  • For visual thinkers, you can play around with the data fairly rapidly (make sure to create an extract to optimize the data model first). Most analytics tools are essentially programming platforms with varying amounts of lipstick atop the pig. In Tableau, it's quite a bit more intuitive.
  • I here there's this thing out there called Microsoft Excel. I'm not sure if anyone has heard of it yet. This magical product has something like 90-95% of the functionality of Tableau at the marginal price of *free*.
  • Tableau costs a lot of money, albeit less than the big legacy guys. In fact, you guys paying for SAS, SAP, generic "enterprise" analytics software, what does it feel like to fuel a barrel fire entirely with your project budget?
Visual analytics: yes. Analytics requiring more than the simplest arithmetic: no. There are calculated columns etc. You can probably rig up any calculation in Tableau that you can do in SQL, but it's just not the right tool for the job. Tableau = visualization, full stop.
Ojoswi Basu | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
PointClickCare is an IT software product company and leading provider of cloud-based EHR platforms for the long-term health care industry. We use Tableau Desktop as part of the business intelligence and analytics suite of the EHR product. Tableau is used to massage the data and produce dynamic, user-interactive reports for PointClickCare.
  • Powerful visualization skills
  • Easy to implement Tableau Calculations to achieve complex BI level analysis and reporting
  • Integration with R
  • Fast report render speeds across multiple data sources, agnostic of the data source technology
  • Copy DS with Calculated Fields
  • Easier Edit of Custom Colors
  • Ability to Format Parameters and Filters individually
Tableau Desktop gets most of the data analytics and reporting tasks done 100 fold times better than Excel and many fold times better than their closest competition in business intelligence and analytics.
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