An essential part of our service offering. ServerUnspecified8.2665101
Brett Mendes profile photo
September 07, 2018

An essential part of our service offering.

Score 10 out of 101
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Overall Satisfaction with Tableau Server

We use it as a part of an Analytics-as-a-Service offering for our clients. Clients purchase the service and we create an analytic database that brings together a number of source systems supporting customer service operations, from that database analyses are run based on various hypotheses and visualized using Tableau Server, which clients have purchased seat licenses to log in to and interact with. The administration is handled by myself and my team. The business problem being addressed is not specific to customer service operations, but we utilize it exclusively within that environment; namely, that 5-6 source systems (Automated Call Distributor, Workforce Management System, Quality Assurance System, Customer Satisfaction Surveys, Customer Relationship Management, etc.) are interdependent and yet exist in silos. While all of them are required to operate a CX operation, one can only look at the effectiveness of an operation through the lens of the individual systems. We design a data model to allow querying of data across systems in order to create a full "customer journey" so that the customer experience can be seen from start to finish.
  • Set up and administration are very easy. It takes little time to implement and structure according to the business needs.
  • Broad customization is possible through the use of embedded analytics. Even without that - simple tweaks such as replacing the landing page logo with a company logo and modifying the logos within the standard tableau server interface allow for enough customization to ensure professionalism.
  • Permission structures are thoughtful. It's not challenging to create groups of users that are able to access only the elements appropriate for them to be viewing.
  • .\tabadmin cleanup is an essential function that would benefit from an automated run option through the configuration menu. Currently a batch or bash script must be created and scheduled.
  • Tableau Server extracts are currently very good, but occasionally if a user needs to run a full refresh from within the server environment it can end up appearing to have worked, but bad data has still made its way through. the only solution for this that we have found thus far is to actually re-publish the workbook with a fresh extract
  • We've created an entire revenue stream with Tableau Server as an essential element; a few years ago analytics wasn't even something that clients paid for and now it's several hundred thousand dollars per year in revenue.
We use a hosted rackspace server running Tableau Server rather than Tableau Cloud. It offers additional customization and we maintain more control over distribution through this method.
Since multiple instances of Tableau server can be deployed based on needs, it helps to maintain control of who is accessing the environment. Even without that, there's the ability to set up groups that cannot interact with another group's visualizations.
We utilize a combination of flat files and our Snowflake Data Warehouse. Because the snowflake connector is built in it's quite simple to connect to. It would be nice to allow users to increase the compute power of the snowflake warehouse being used from within the workbook. i.e. when datasource A launches its queries set the warehouse to a "small" instead of an "x-small"
We don't utilize the alerts and subscriptions structure (although people have the option of setting it up themselves) but having a single place to log in to and view regularly updated data is one of the primary benefits of a BI tool and we utilize it constantly.
One of the primary reasons for choosing Tableau over something like Lookr is that Tableau has a much more robust online presence with regard to training resources. I use a lot of the documentation and check the forums for answers to my questions regularly, but the availability of independent training through blogs and courses on Udemy (for example) are one of the things that sets it apart from other BI tools.
It's useful as a simple client portal for BI analytics or for sharing analyses across departments; it's also very useful as a repository of common queries and thus helps maintain governance when people may not be as skilled with SQL as one would like. It's not as well suited to data science and I would be hesitant to recommend it in that scenario.

Tableau Server Feature Ratings

Customizable dashboards
Report Formatting Templates
Not Rated
Drill-down analysis
Formatting capabilities
Integration with R or other statistical packages
Not Rated
Report sharing and collaboration
Publish to Web
Publish to PDF
Report Versioning
Not Rated
Report Delivery Scheduling
Not Rated
Pre-built visualization formats (heatmaps, scatter plots etc.)
Location Analytics / Geographic Visualization
Predictive Analytics
Not Rated
Multi-User Support (named login)
Role-Based Security Model
Multiple Access Permission Levels (Create, Read, Delete)
Single Sign-On (SSO)
Responsive Design for Web Access
Dedicated iOS Application
Dedicated Android Application
Dashboard / Report / Visualization Interactivity on Mobile
Not Rated
Javascript API
Not Rated