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PeerSpot user
Consultant with 501-1,000 employees
Vendor
Tableau is an excellent data discovery and visualisation tool, enabling intuitive data analysis without formal training.

What is most valuable?

Easy setup and intuitive drag and drop functionality. Easy connection to a range of different data sources. Range of visualisation models, constantly extending with new releases. Dashboards and story-telling.

How has it helped my organization?

It has allowed a shift from IT-centric enterprise reporting to business-centered development of ad-hoc and enterprise reporting, in partnership with IT. This brings significant extra agility to the organisation and a model of greater co-operation between business units and IT department.

What needs improvement?

As with all products there are many areas that can be improved. Tableau actively encourages suggestions from its user community, allowing for voting on what features to include it future releases. http://community.tableausoftware.com/community/idea

For how long have I used the solution?

3 years, starting with Tableau 6.0.
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Tableau
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What was my experience with deployment of the solution?

No significant deployment issues. With a sufficiently resourced infrastructure (CPU/RAM/Storage) the product is easily deployed. Tableau helps with the necessary specifications.

What do I think about the stability of the solution?

It is a mature and very stable product.

What do I think about the scalability of the solution?

Scalability is very good, especially with release of Tableau 8 which brought 64-bit and multi-threading. Extends to hundreds of users on a single server in my organisation without any issues and has capability to include clusters of servers for larger organisations.

How are customer service and support?

Customer Service: Very good. Very little need to deal with them on an ongoing basis due to the robustness of the product but on the occasional time we need some help they are very responsive.Technical Support: Initially very good with strong technical support easily reached. As the Tableau user-base has grown quickly there are more formalities to reaching support now but still top-quartile. Again little need to lean on them due to the stability of the product and strong online documentation and forum support.

Which solution did I use previously and why did I switch?

Oracle Discoverer. Switched because we needed to move to a partnership model between IT and Business units. While Discoverer allowed for power users in the business to author reports its metadata layer and underlying database technology required more intensive IT support. Tableau enables the business user while giving more agility to work together to deliver ranges of enterprise solutions.

How was the initial setup?

Straightforward. Get a good server and provision it according to Tableau’s technical advice, install, and you’re away.

What about the implementation team?

Mainly in-house, some support from Tableau themselves and also a local Tableau partner. Expertise of partners not great at the time in Europe but has matured considerably over the last few years.

What was our ROI?

Commercially sensitive.

What's my experience with pricing, setup cost, and licensing?

Commercially sensitive.

Which other solutions did I evaluate?

Sas Microsoft SSRS Qliktech Oracle OBIEE Microstrategy

What other advice do I have?

Assess your own strengths and create a preferred architecture. Then see if Tableau fits some of your needs. For anything significant in scale you will need a robust underlying data architecture, it won’t do all of your ETL. While it is possible to create and deploy artifacts very quickly without formal training, it is worth sourcing some to help you leverage the best features of the product.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
it_user3678 - PeerSpot reviewer
BI Consultant, Author, Trainer on Tableau Software, Speaker with 51-200 employees
Vendor
I would like to see some additional calculation functions but no one has come close to unseating Tableau

What is most valuable?

Ease of use. The power to do anything I want to do. The ability to connect to any data. The ability to merge ("Blend" data from multiple sources). Built in "best practices" in data visualization. Statistical capabilities with the "R" integration.

How has it helped my organization?

I'm a consultant - specializing in Tableau. It allows me to go into a client and be productive immediately. Also, it's ease of use helps me get in the doors, initially - I can walk in, connect to a client's real data, and find insights from that data, in a 30 minute meeting.

What needs improvement?

Everytime I make a request for a new feature, it is, typically, in the next release. I would like to see some additional calculation functions - maybe some statistical one for clients that do not want to have to learn R. As in every product, there are things it does not do, but, I've never had a user need I could not meet.

For how long have I used the solution?

I started with Tableau Desktop in 2005. At that time I had been using Brio Query, Cognos, and some others. Once I saw Tableau, talked to the founders and heard where they were going, I started leaning toward Tableau & I've never looked back!

What was my experience with deployment of the solution?

I've had no deployment issues. With some clients that have "specialized/custom designed environments", it may take a few minutes/hours longer to get everything running, but, Tableau Support has always been there for me.

What do I think about the stability of the solution?

I have had a couple crashes - usually linked back to something stupid I did in my Windows machine. I've done some work with the latest Mac version - have had no issues, in it...

What do I think about the scalability of the solution?

Never. I do a BILLION+ record demo on my notebook, with sub-second response time. As in any other tool/application, proper design is still needed. Tableau affords me the advantage of being able to implement increment aggregate data sets without having IT involvement. THAT is BIG!

How are customer service and technical support?

Customer Service: Excellent - best Customer Service in the industry, from my experience. I've never had a question or issue where I did not feel like I was their top priority...Technical Support: They suffered some growing pains, for a while. But, they seem to have implemented processes and procedures that aid in the support function. Right now, I rate them as excellent.

Which solution did I use previously and why did I switch?

I was a Cognos and a Brio user / developer. Every update became more fragmented and harder to use - always seemed to be from acquisition, not smart & integrated, development. As an experienced BI consultant, I saw that Tableau's direction was where they all should have been going. Switching was the smartest business decision I ever made!

How was the initial setup?

Server and Desktop install the same way. Double-click on the installer program - click "Next" a few times. Done. You can customize the Server installation, along the way. in many cases, that is not needed. The whole process is easy and fast. Desktop installs in a minute. Initial Server installation can take 10 minutes.

What about the implementation team?

I've always done my own Tableau installations and upgrades - too easy to think about paying someone. There are consulting companies, that specialize in Tableau, for businesses that have too few resources, or, might have a complex environment. For the most part, Tableau Support can help with installation issues. Once set up, I advise clients to work with experienced consultants, for a short period of time, to set up a "production process".

What was our ROI?

As an independent consultant, I have no "projects" of my own. Two comments, 1. My entire income from consulting is based on my Tableau knowledge. In that sense, my ROI is an infinite percent. 2. I've seen clients find actionable insights so fast, and with so much bottom line impact, that the cost of implementing an enterprise environment was paid for, up front, from a two week trial copy of Tableau Desktop.

What's my experience with pricing, setup cost, and licensing?

Tableau Desktop is $1999 per named user (Professional version). There are no add-on fees. Mapping, census demographics, R interface, ALL data connectors - are all included... From my perspective, and from my client's perspectives, the pricing model is ideal. You get it ALL for one price - no issues after the fact...

Which other solutions did I evaluate?

Yes & no. No real "project" to review where I was going. Many times, the client dictates what I would be using. As I developed into more a higher level consultant, I was always looking at new products, and updates from existing ones. In the last nine years, no one has come close to unseating Tableau as my choice...

What other advice do I have?

Start NOW, In the free, full offering trial (2 weeks), coupled with the free on-demand training and passionate & active user community, you will be amazed at what you can accomplish. Many find they PAY for it, BEFORE they buy it! If you need help, there is Tableau Support, Tableau Consulting and a bunch of us in the independent world, all ready to assist.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
Buyer's Guide
Tableau
June 2025
Learn what your peers think about Tableau. Get advice and tips from experienced pros sharing their opinions. Updated: June 2025.
860,592 professionals have used our research since 2012.
PeerSpot user
CRM Manager at a marketing services firm with 51-200 employees
Vendor
Helps understand data in seconds with lower cost.

What is most valuable?

Included data engine, work interface.

What needs improvement?

Include new graph views in Tableau, increase dual axis - sync of only two axis isn't enough.

For how long have I used the solution?

1 year

What was my experience with deployment of the solution?

No, but I have no experience in Tableau Server deployment

What do I think about the stability of the solution?

Yes, in v8.1 there was a problem with changing bg color of sheets and dashboards (TD shutdown)

What do I think about the scalability of the solution?

In v8.1 there was a problem with big Excel files - for ex: if you have an Excel spreadsheet with three sheets and more then 300,000 rows in each one and you want to add it as one datasource linked by one key field - your Tableau Desktop will be very slowly.

How are customer service and technical support?

Customer Service: 3 out of 5Technical Support: 4 out of 5

Which solution did I use previously and why did I switch?

QlikView and Microsoft. Switched because there aren't any cubs, user friendly interface and lower cost.

How was the initial setup?

Initial setup very easy but I did not setup Tableau Server

What about the implementation team?

It was in-house

What's my experience with pricing, setup cost, and licensing?

Only license fee and electricity:)

What other advice do I have?

It's a nice solution, the vendor should listen to users and customers.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
it_user137202 - PeerSpot reviewer
it_user137202Business Analyst at a tech services company with 51-200 employees
Consultant

Thank you so much for the responses. Quite helpful in various ways. I sense a favourable leaning towards Tableau, will continue on due diligence keeping all the advice in mind too.

regards

Pete

it_user82608 - PeerSpot reviewer
Project Manager at a tech company with 51-200 employees
Real User
Fantastic visualizations & dashboarding capability but some basic ETL functionality will do a world of good

Valuable Features

Fantastic visualizations & dashboarding capability, ease of use for business users.

Room for Improvement

It is meant as a visualization tool agreed, but some basic ETL functionality will do a world of good. Also, enterprise collaboration and embedded analytics (like Spotfire) would be great

Use of Solution

3 years

Deployment Issues

Yes, hierarchies and cube definitions are not retained while connecting to an OLAP DB.

Stability Issues

Yes, certain features cause Tableau to hang repeatedly - for example, editing the data source to point to another extract. Certain issues with data blending exist as well.

Scalability Issues

Lots of care including design/caching required to ensure quick reports while handling large amounts of data.

Customer Service and Technical Support

Good, most times any technical queries I have are addressed by the community posts itself - but there a number of easy to implement and tremendously useful functionalities included in the Ideas page that are yet to be implemented.

Initial Setup

Easy as pie.

Other Solutions Considered

QlikView/Microstrategy
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
it_user85590 - PeerSpot reviewer
it_user85590BI Expert at a tech services company
Consultant

Intresting. I think it has to improve a lot in terms of performance and scalability.
+'s are : Visualizations and Self service BI is amazing stuff that one can do in browser itself.

PS: it is my own comment and not aligned to my company or someone else.

it_user6972 - PeerSpot reviewer
BI Expert at a non-tech company with 51-200 employees
Vendor
Why I Love Tableau

I love Tableau because they took the time to design a solution that allows me, a plain old analyst, to produce reports that help management make sound decisions on business practices. Now let me define 'plain old analyst':

- Masters in Demography.
- Advanced statistical research
- Published in peer-reviewed journals
- Courses in SPSS (grad school), Excel, Access, VBA, SQL, and SSAS (in that order).
I am not a DBA or a Business Systems Analyst. I do not work in IT. And I'm not that old.

Disclaimer: This is not intended as a braggy or defensive rant; rather I hope that by understanding who the average Tableau analyst user is, you will understand our passion for this product.

I'm an analyst because I love using data to help Directors and Managers figure out solutions to their problems. As well as building standard department/program monitoring reports, I get requests for issues that crop up as often as humans interact. Human behaviour causes outcomes, intended and unintended. Here's some examples:

- "What is the accuracy of our Cardiac Wait-list Registry in this province? People could die if our data isn't perfect."
- "How close are we to the eradication of Measles with our Immunization campaigns?"
- "What is happening with babies born with Crystal Meth addiction? Are they all coming into government care?"
- "Why are Caesarean Deliveries on the rise? What is the resourcing cost?"
- "Do we need to hire more staff or should we shift services? What's up with overtime?"
- [ENTER YOUR RECENT FIRE HERE]

Tableau saves me so much time in the creation and management of regular reports, that I can deal with these urgent ad-hoc requests in record time. Or spend more time on those requests that we knew were important but were just to complex to do in Excel without a lot of time, VBA and effort. I'm not knocking Excel; she has been a valued friend over the years, but she's a bit of a mother-in-law (she's difficult, but you still love her).

Tableau was designed with my work in mind. It doesn't limit me. It exceeds my imagination. It makes me a kick-ass user. It makes me a better analyst. So much so, that I can't STFU about it.

Tableau users are often seen as fanatics - some are concerned that perhaps we've drunk too much of the Kool-Aid. Ted Cuzzillo of datadoodle has a fantastic post on his perspective of the Analyst Users (mostly Kool-Aid drunkards) and the BI Industry Analysts who attended the 2011 Tableau Conference in Las Vegas last fall. I tend to think of Ted's BI Industry Analysts as the folks on the left side of Stephen Few's BI Wall and plain old analysts like myself on the right.

Over the years, my experience with the Tech-centric folks has been varied. Usually, I'm met with general disregard or arrogance. There is an assumption by some of these folks that us plain old analysts just make pivot tables or the occasional pretty chart. They don't consider that we may be data savy (data quality, governance, security, process) or understand that we are actual business process and analysis experts.

I work hard at trying to form good relationships with these guys, which usually begins with me having to prove my mettle or give them something they need. I try to find my "guy". He's usually the guy on the left.

He's the friendly one, the most knowledgeable one with respect to the data I need, and the one who isn't threatened by other people's expertise because he's confident in his own.

Both sides of that wall have an important role and if we work together we can learn from each other and make great things happen. I've developed some great personal friendships with people on that side of the wall... it can happen.

At the conference, I didn't meet any of the "BI experts" that Ted describes, but I did meet many other analysts and without fail, they were all nuts about Tableau and the work they were now able to do. People passionately told me about their reports, new tricks they'd learned, and the cool dashboards they'd discovered through Tableau Public bloggers.

And then there was Christian Chabot's (Tableau's CEO) opening address. Imagine a Lynyrd Skynyrd concert, the crowd is shouting "Free Bird" and the original band members are all still alive. A little over the top? Ok, maybe. But we are passionate users. Because finally, after years of wrangling and blending data in Access (or SQL if we're lucky) and spending weeks building interactive dashboards with Excel and VBA - we finally have a tool built for us.

In a post at Information Management Ted paints a not too pretty future for the tech side of BI with the adoption of new user friendly technologies, wherein senior management may not foresee the potential dangers of "receding IT". He is optimistic though; while the pendulum may swing too far in the opposite direction, a rational readjustment will likely emerge.

Hopefully it's a future where the data is well managed and prepared, and Analysts on both sides of the BI wall work together building reports and sharing knowledge. It might be a little stormy at first, but it could be the perfect storm.

Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
it_user3678 - PeerSpot reviewer
it_user3678BI Consultant, Author, Trainer on Tableau Software, Speaker with 51-200 employees
Vendor

Nice write up, Kelly. LOVE seeing the passion for Tableau!

it_user6972 - PeerSpot reviewer
BI Expert at a non-tech company with 51-200 employees
Vendor
Top 3 Tableau Fears

Yup. It exists. And it comes in many forms. I've done a lot of Tableau presentations to managers and analysts over the past couple of years and the same concerns keep cropping up.

- The Elusive Single Version of the Truth - (the Sasquatch of data fear)

This one is usually expressed by upper management frustrated with being confused about the numbers they are being presented with and having to ask for all the details about the data in order to trust that taking action on those numbers will be worthwhile and/or safe.

Those of us in the analysts army know that this is a red herring and has absolutely nothing to do with Tableau or any other tool. There is no single version of the truth. There are 'truths within context'. A problem exists when that context isn't transparent. For example, different departments will create different versions of the same named measure with inclusions/exclusions that are pertinent to their work. So the results may be valid in one circumstance, but not when considered for another.

What is needed is proper data governance, open communication and collaboration/sharing of information. More importantly, it is the analysts duty to note definitions and sources within the reports. Remember, that report will go out into the world (or rest of the organization) without you there to explain it.

- The Dreaded Spreadmart Invasion -

This fear is often expressed by those in BI departments as it was once believed that BI departments could help us get control over the Excel invasion. Spreadmarts have existed since humans started putting numbers down on paper. It's why we invented filing cabinets. Once we all got our hands on Excel, our filing and co-ordination system became inadequate. Most organizations have a filing problem, not a reporting problem and it certainly wouldn't make sense to stop access to the analysis tool to gain control. That would be like a library ignoring the dewy decimal system and not allowing people to borrow books because it was too difficult to keep track of them.

Managing the implementation of Tableau within the organization provides the opportunity to address this problem: set up proper Projects and Groups, build and co-ordinate access to data sources, assign senior analysts to review and vet workbooks before publishing, and most importantly SHARE best practices and learnings.

- SS Data Security -

This fear is completely legitimate and ridiculous at the same time. There are already people with access to data who have no business having access to data. Try and weed them out. I have worked in places where the server (SQL) was inaccessible for days because a 'senior' analyst has left a badly built query running and forgotten about it. Seriously. My point here is that if you are concerned that certain people shouldn't have access to data connections with Tableau because they might pull all the data and freeze everything, well, they would be doing that same thing with any tool tool you gave them. They can even do it with Excel.

One of the great things about Tableau is that you can share the data if you choose. You can set up a data connection, put limits on the amount of data it pulls, do the analysis, prepare the dashboard and send the workbook to someone without having to publish it. If they have Tableau, then they can open it up and use the data to conduct more analysis. If they have rights to the connected data, then they can refresh it. You've limited the amount of data that can be pulled (e.g. rolling 12 months), so they can't crash the system. If you have Server, there's even more options.

All three of these issues can be addressed through COLLABORATION. Instead of creating rules, create conversations.

Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
it_user150534 - PeerSpot reviewer
it_user150534Analytics Manager at Quorum Review IRB
Vendor

I echo Kelly's comments as I have heard similar fears in the institutional research profession when discussing the democratization of data. I think Tableau Software triggers these issues deeply - visualization that taps innate human perceptiveness is powerful and promotes clear understanding of organizational performance and accountability (or lack thereof).

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it_user7014 - PeerSpot reviewer
CEO with 51-200 employees
Vendor
Dylan’s Gone Electric – Emotional reactions to Tableau 8

Bob Dylan – folk hero to thousands if not millions  – caused a furor when he appeared at the 1965 Newport Folk Festival with … an electric guitar!

If you read about the incident you’ll discover that there was a mammoth sense of betrayal within the folk-centric fold.  How could their hero embrace rock music?

I thought about this musical misstep / milestone when I first read Stephen Few’s rant over Tableau “veering from the path” for allowing two unworthy visualization types and one unworthy visualization implementation to sully Tableau’s latest release (see http://www.perceptualedge.com/blog/?p=1532).

Ironically, I was saddened and disappointed — betrayed is too strong a word — by Few himself over his recent dashboard design competition (see http://www.datarevelations.com/stephen-fews-dashboard-design-competition.html).  But let’s not dwell on that just now.

With respect to Tableau 8, While Few acknowledges that “this version of the software includes many worthwhile and well-designed features” he maintains that Tableau’s introduction of visualization types that are “analytically impoverished” is an indication that the company’s “vision has become blurred.”

This is a grossly unfair assessment as while there may be some aspects to the release that leave me shaking my head, the vast majority of features show crystal-clear vision and laser-guided direction.

Indeed, as someone who uses Tableau every day of every week, I think version 8 is a godsend as the productivity improvements for me, my clients, and my students will be huge. Yes, there are some things in the product that are half-baked – and goodness knows we’re not used to seeing anything half-baked from Tableau.  But for Few to write 6,000-plus words condemning the release while barely acknowledging the incredible advancements seems grossly unjustified.

So, let’s plug in the 1965 Fender Stratocaster and have a listen, shall we?

Acknowledging that which is Half Baked

I’ll start off by acknowledging some of the things that I think are half-baked:

  • Bubble charts have an algorithm flaw, and size and placement cannot be controlled
  • Forecasting is under-documented and does not inspire confidence
  • Treemaps are flawed
  • Multiple Value (Dropdown) filters needs an “apply” button

Bubble Charts

I have no problem with Tableau including this chart type, even though I don’t know if I will every use this viz type in a production environment.

I might, however, use this to help me get a visceral feel for the data.  That is, I rather like the “gestalt” appreciation I get from looking at a bubble chart.

My two problems with Tableau’s implementation is that it’s too much of a “black box” (i.e., I cannot control size and placement) and that you run into bubble sizing problems if you attempt to display both very large and very small values.

Consider the visualization below that I created for my recent “Infographics Behaving Badly” post.


* A visually-compelling, but analytically-flawed bubble chart. *

As Joe Mako noted, the bubble for The Diary of Anne Frank is the same size as the bubble for The Lord of The Rings even though sales of the latter are almost four times greater than the former.

Apparently, the smallest bubble Tableau will draw is 1/25th the size of the largest bubble.  Rumor has it that this shortcoming will be addressed in a forthcoming bug fix release.

Forecasting

I’ve spent several hours experimenting with this feature and I’ve come to the conclusion that I’m better off creating the forecast using an algorithm that I can control.

Don’t’ get me wrong, I would love to be wrong about this and find out that this feature is deep and rich, but based on my experience it smacks of first iteration, “good-enough-to-get-a-check-mark-on-a-comparison-chart” quality.


* Default forecasting results do not inspire a lot of confidence. *


* Results when you take into consideration trend and season. *

Treemaps

Few’s comments on the shortcomings in Treemaps are spot on, I’m just not terribly upset about it as we never had treemaps before.  While the implementation is flawed, it’s still useful.

But yes, I hope Tableau makes this better down the road, as per Few’s recommendations.

Multiple Value (Dropdown) Quick Filter

I’ve wanted this feature for several years as the standard multi-select filters take up A LOT of screen real estate, as shown here.


* A check-all-that-apply quick filter. *

So, I’m delighted that this functionality can now be neatly packed in a compact dropdown list box.


* A compact check-all-that-apply quick filter. *

One problem still persists with check-all-that-apply filters and that is Tableau’s insistence on redrawing the visualization after every click.  For some projects it can take several seconds for Tableau to re-render the viz.  Users lose patience with this type of behavior.

I believe that Tableau did have an Apply button in the works that would have addressed this problem but they ran into some stability issues and elected to postpone implementing this feature.

I hope to see it soon.

What About Word Clouds?

I don’t mind that Tableau gives people a way to create these things even though I think they are an analytically-flawed way to present information (although they can pack more of an emotional wallop than a bar chart).

A major problem with word clouds occurs when your data contains different terms that describe the same or similar sentiment. Consider the word cloud shown below that shows survey responses to the question “what is your mood right now?”


* Are the majority of people happy? *

One might think that most respondents were happy, but look what happens if we “linguistically normalize” the terms that are synonyms of “sad”:


* … or are more people sad than happy? *

It turns out that more people are in fact sad.

Note: There are products that are capable of parsing full sentences and are able to “disambiguate” and then normalize terms under umbrella concepts (although I have yet to see the functionality in any word cloud generators).

Acknowledging that which is Fully Baked

I could probably write 6,000-plus words on all the new features that wow me in version 8, but I’ll just focus on five that will allow me to produce better work faster:

  • Applying filters to selected sheets (this is just brilliant)
  • Enhanced set functionality
  • Floating / free-form dashboard elements
  • Enhanced marks card (and in particular multiple text entries)
  • Improved data blending
  • Bonus item – Tableau’s incredible responsiveness during the beta

Applying Filters to Selected Sheets

I’ve been pining for this since version 4 and while it has taken Tableau more years than I would have liked to see this realized, the implementation is beautifully rendered.

Tableau exceeded my expectations here as in making my case for this feature I just wanted to see the following three filter options available to me:

  • All worksheets in the workbook
  • Just this worksheet
  • All worksheets in this dashboard

But as with so many other beautifully-crafted features in the product (including the “add reference lines” dialog box, which one needs to implement Few’s own bullet charts), Tableau developed a more generalized and elegant approach for controlling filter scope, as seen in the following menu sequence and dialog box.


*Start by indicating you want to control the scope…*


*… then apply the filter to selected sheets.*

Do you hear that? That’s a choir of imaginary angels singing “ahhhhhh”.

Enhanced Set functionality

The new IN / OUT set functionality is a huge addition and the ability to combine sets is beautifully rendered as shown in this dialog box.


*Holy Venn diagram, Batman!*

Work like this is hardly an indication of blurred vision.

Floating / free-form dashboard elements

With past versions of Tableau I’ve spent a lot of time fighting with Tableau’s dashboard layout constraints. Indeed, I would spend hours sparring with Tableau to place visualizations, quick filters, legends, and so on, into a too-cramped-for-all-the-elements-I-want space.

With the latest release there will be a lot less fighting as any and all objects can now be floating elements, so I can easily place objects on top of other objects.

While this may not seem like a big deal, the ability to place legends and filters atop a visualization (vs. locking these items into a designated corner) makes for more efficient use of space and a much slicker looking dashboard.


*In this example, floating elements buy me 80 to 100 pixels.*

Here’s how I would have presented this in the previous release:


*Having to put filters and legends in a designated area means less room for the visualization itself.*

Enhanced marks card (and in particular multiple text entries)

I never had a problem with tableau’s “shelf” concept for controlling text, color, size, and so on, but the new “button” concept and attendant marks card implementation are well-designed and will make my life easier, both as a developer and as someone that trains others.


*Tableau’s new marks card.*

But there’s more to this than just a slicker user interface.  By moving away from the one-item-at-a-time-on-a-shelf approach you can now have multiple items controlling facets of the visualization.  Having multiple text items in play is particularly useful, as shown here.


*It’s now a snap to display both count and percentage by placing multiple text elements on the text marks card. I’m also using the floating elements feature to put the title and explanatory text within the viz itself.*

Improved data blending

There are a handful of technologies that never cease to amaze me.

WiFi certainly falls into this category.  Even though I’ve used it thousands of times, I’m always enthralled that I can be sitting in a coffee shop, airport lounge, or family room and I can connect to the Internet.

I have the same reaction to trade show pop-up display booths.  I’ve set these things up dozens of times and I’m blown away every time I see the little compact frame expand to ten times its packed size.

I have the same reaction tor Tableau’s data blending capability.  That I can easily – and I mean really easily – get data from one source (e.g., SQL server) to play nicely with data from another source (e.g., Microsoft Excel) without having to think very hard never fails to amaze me.

There had been a major shortcoming in previous releases and that was that the field that linked the two sources had to “be in play”; i.e., either the field was visible or it had to be placed on the level of detail shelf.

This is no longer the case with Tableau 8 so this capability that was so amazing in previous versions is now even more amazing.

Bonus item – Tableau’s incredible responsiveness during the beta

I’ll confess that I thought the various beta builds for version 8 were quite buggy – significantly buggier than with previous versions of Tableau. To be fair, betas from previous releases were insanely stable and beta builds in V8 were no buggier than betas from companies like Microsoft.

Still, having worked with betas going back to 2006, I wasn’t used to stuff not working right.

But I never had much time to worry as Tableaus responsiveness to my bug reports allayed all my fears.  Indeed, their rapid response and genuine concern for my concerns showed great customer focus.

Particular praise should go to Francois Ajenstat whose attentiveness was second-to-none. Our community is lucky to have him as such a stalwart user advocate.

Parting thoughts

While I disagree with the one-sidedness of Few’s critique, I’m profoundly grateful that he did express his dismay as  given his reputation – well deserved, I might add – I suspect we’ll see Tableau attend to the itemized shortcomings sooner rather than later.

Also, it is posts like Few’s – and the attendant replies and follow-up posts, including this one – that produce better products and services.  Indeed, it is through this open discussion that we spread our collective knowledge and expertise, and improve the state of the art.

Let’s keep the passion going..

Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
it_user5331 - PeerSpot reviewer
it_user5331Business Intelligence Engineer at a leisure / travel company with 10,001+ employees
Real User

I dont know why tableau 8 is so criticized. Am no visualization expert like Few but can say for sure that Tableau still has much better Visualizations than IBMs, Microsoft's,BO's or MicroStrategy's.
There is something with version 8 that makes people criticize, same thing happened with Cognos 8 and MicroStrategy 8 ..both versions later went on to define what these tools are..Hope same continues for Tableau.
And i dont hate or like any visualizations, if my user says he wants bubble chart and i feel it satisfies the need then i will use it, regardless of what Few says.

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it_user7014 - PeerSpot reviewer
CEO with 51-200 employees
Vendor
Getting People to Click

Thoughts on Standard Business Practices, User Expectations, Tableau’s Server Pricing Model, and Appealing to the Consumer’s Inner Narcissist.

In my six-plus years of using Tableau I’ve created hundreds of dashboards and thousands of interactive visualizations.  In observing these creations out in the field I noticed something rather disappointing – the vast majority of people for whom the systems were created were not interacting with these so-called interactive dashboards.

I’ve made a lot of progress in getting people / organizations over this hurdle (see https://www.datarevelations.com/hey-your-tableau-public-viz-is-ugly-and-confusing.html for some thoughts on the matter) but I realize that there is a very stubborn, business-as-usual mentality that is slowing down the adoption of interactive dashboards.

And as much as I love Tableau, I believe the company’s server pricing model is retarding rather than accelerating the adoption of a more enlightened approach to data exploration and sharing.

Let me explain.

Turning something dynamic into something static –
My students’ experiences

In addition to my consultancy I am a Tableau Training Partner.

One of the somewhat sobering – and disheartening – things I hear from my students is that organizations are using Tableau to embed static images in static reports.  That is, while much of the curriculum is spent showing people how to create highly interactive visualizations, the vast majority of attendees report that the way they will share their visualization brilliance is with PDFs and PPTs.

Say what?

You mean your company has invested in Tableau and you’re just going to copy and paste stuff into static documents that get e-mailed?

After a few seconds of sheepish nods all around we usually get into a discussion of why this is happening and what one can do to help organizations embrace the full power in Tableau.  Here are some of the things we discuss:

  • Change Management
  • User Expectations
  • Deployment Hurdles
  • Cost (i.e., server pricing)
  • Make it Irresistible by Making it Personal

Change Management

A lot of organizations look at Tableau as being a type of report writer, something that is tantamount to using a spreadsheet as a word processor.  As Tableau makes inroads into organizations it seems it has to first prove itself by duplicating whatever functionality it is supposed to replace, rather than complimenting, augmenting, or leapfrogging the incumbent technology.

While Tableau Server can be cajoled into automating the creation and distribution of PDF files, I don’t think this is a great use for the product.  Indeed, if you need different cuts of the data or different pre-filtered views for different personnel – but you want to distribute these as static reports – Tableau is not, in my opinion, your best bet.

So, for those of you in the avant garde of your organizations, you need to manage expectations of your colleagues and higher-ups and explain that Tableau is not a report writer.

User Expectations

I’ve already written quite a bit about this (see the “Usability” portion of https://www.datarevelations.com/hey-your-tableau-public-viz-is-ugly-and-confusing.html) but you just can’t expect people to “get” your dashboards without at least a little instruction and training, especially if you use visual filters.

I’ve brokered a couple of lively debates around visual filters and how long it will be before people just expect clicking a chart to have some impact on a dashboard.  For example, if you have a dashboard that has quick filters like the ones shown below, most people will know what these things are and how to work with them.

Figure 1 — Tableau quick filters. People know what these things are and how they work.

However, if you were to expose these same people to the dashboard snippet shown below,very few will know that clicking a portion of one chart will trigger an action that filters all the other charts in the dashboard.


Figure 2 — Visual filters. Without instruction people will not know that selecting a bar or bars will filter by the selection.

This is amazingly potent stuff, but unless you show people how it works they aren’t going to simply discover it on their own.

So, how long will it be before people “know” that charts can be filters, too, and this becomes expected functionality?

Based on nothing more than gut, I predict it will take three years, but I wonder what Tableau could do to accelerate this expectation.

And as I wonder, I find myself thinking about Tableau Reader and Tableau’s Server licensing model.

Deployment Hurdles with Tableau Reader

I’m very grateful that Tableau offers a no-cost reader.  The problem is that Tableau Reader is a non-starter with many organizations and potential individual interactors for myriad reasons:

  1. You lose a lot of people when you ask them to first download and install something.
  2. Those that you don’t lose may not be able to download and install the reader (e.g., it is not an “approved” app in the organization).
  3. There is no way to protect the underlying data from prying eyes or to even password protect a packaged workbook.
  4. You cannot customize the workbook for different consumers of the data (e.g., have certain things pre-filtered based on department, job function, etc.)
  5. You cannot easily add helpful scaffolding to the dashboards that walk people through how to use the dashboard (whereas you can do this when you embed a dashboard inside a web page).

So, what about Tableau Server?

Tableau Server Pricing

Tableau Server is a great solution, but it can be prohibitively expensive.

The last time I investigated, there were two ways to purchase Tableau Server:

  • An individual interactor licensing model that costs $1,000 per license with a minimum of 10 licenses; and,
  • An “all-you-can-eat” core licensing model that costs between $160K and $250K, depending on whether you purchase a quad-core or eight-core license.

The first license is very reasonably priced if you have a small group of people that will be interacting with Tableau frequently, and the second license is very reasonably priced if you have a large group that will be interacting frequently.

But what happens when you have a large group of people that wants to make light use of Tableau?  That is, what if you have thousands of users but each of these users will only need to interact with Tableau three or four times a year, for maybe 30 minutes at each session?

I have had four different clients that have fit that very scenario – thousands of potential interactors but very few concurrent interactors – and they would love to implement a Tableau server solution but the $1,000 per user or $160K core license is totally untenable.

I understand that Tableau does not want to undervalue its technology, but why not offer a concurrent licensing model?  That is, make it so that the server can only handle a certain number of concurrent users at one time.  There are so many reasons why this would make sense for both the organizations that want to adopt the technology and for Tableau:

1)      The initial cost to adopt will be low as one could purchase a five or ten-user concurrent license.

2)      Many people in the organization will be able to “kick the tires”

3)      As people see the benefits of this approach, more and more people will use it more and more often.

4)      This in turn will lead to organizations purchasing more concurrent licenses.

Make It Irresistible; Make it Personal

Let’s say we surmount the training and cost issues.  Will people in fact dig in and click?

I’ve learned a lot by observing how people use – or do not use – the dashboards I’ve created.  To get people to use the dashboards they have to care about the data and people will care deeply if the data is about them.  That is, the dashboards that get the most traction answer questions like these:

  • How is our company doing vs. other companies?
  • How is my department doing vs. other departments?
  • Where do I stand vs. my peers?

Consider the example below that shows a simplified version of a CTO compensation dashboard I created earlier this year.  A person can apply various filters and see salary ranges based on the filter settings.

Figure 3 — Generalized salary visualization.

Now, compare this with the visualization below where we allow the user to enter his / her salary, and then apply the filters.  We get a much more compelling story and we make it a lot easier to see how the person is doing vs. others.

Figure 4 — Personalized salary visualization.

This type of dashboard – where we have both an interesting story and we incorporate data about the person viewing it – will generate a lot of interest and once people see how powerful and personally meaningful this is they won’t want to go back to PDFs and PPTs.

And they will click.  Often.

Disclosure: My company does not have a business relationship with this vendor other than being a customer.
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Buyer's Guide
Download our free Tableau Report and get advice and tips from experienced pros sharing their opinions.
Updated: June 2025
Buyer's Guide
Download our free Tableau Report and get advice and tips from experienced pros sharing their opinions.