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Tableau Reporting
Updated May 24, 2016

Tableau Reporting

Karen Schmidt | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

7.0

Modules Used

  • packaged workbook

Overall Satisfaction with Tableau Desktop

  • Great at storing history of reporting, and pulling various reports by division and time frame.
  • Sometimes hard to format reports to fit on page. Often end up with unnecessary blank pages at the end of some reports. Have tried changing page layout and formatting, but can't seem to get the appropriate fit.
Would not want to switch and worry about losing consistency and history of reporting. Also, formatting with other data that is included works well.
  • Monthly and ad-hoc client reporting.
  • Using reporting for new client programs to help them track campaign success.

Tableau Desktop Feature Ratings

BI Platform ()
Not Rated
Supported Data Sources ()
Not Rated
8.3
Pixel Perfect reports
7
Customizable dashboards
9
Report Formatting Templates
9
7.3
Drill-down analysis
8
Formatting capabilities
6
Integration with R or other statistical packages
Not Rated
Report sharing and collaboration
8
9.0
Publish to Web
Not Rated
Publish to PDF
9
Report Versioning
9
Report Delivery Scheduling
Not Rated
Not Rated
Pre-built visualization formats (heatmaps, scatter plots etc.)
Not Rated
Location Analytics / Geographic Visualization
Not Rated
Predictive Analytics
Not Rated
8.0
Multi-User Support (named login)
8
Role-Based Security Model
8
Multiple Access Permission Levels (Create, Read, Delete)
8
Not Rated
Responsive Design for Web Access
Not Rated
Mobile Application
Not Rated
Dashboard / Report / Visualization Interactivity on Mobile
Not Rated
Application Program Interfaces (APIs) / Embedding ()
Not Rated

Using Tableau Desktop

  • Mostly for reporting. Helps merge data from several different sources into one report.

Evaluating Tableau Desktop and Competitors

Tableau Desktop Implementation

It went very smoothly.
  • Implemented in-house
In house.

Tableau Desktop Training

  • Self-taught
Yes and no...If I was the one programming the reports, I would want training. But I just pull the data from the reports that have already been designed.

Configuring Tableau Desktop

Well, I am still learning as I go, but I believe it offers just the right amount of flexibility while allowing the integrity to stay in place. I recently had to create a few new client reports and I was able to utilize a current workbook from another client an easily apply leanings to create the new reports.

Tableau Desktop Support

Honestly, don't think I have ever needed to use the customer service.
Not Sure - Not my decision.