Tableau

What is Tableau?

Tableau is an incredibly powerful Business Intelligence tool that can help you make sense of what's really going on in your business. It offers innovative opportunities to turn your data into tangible, actionable insights. Tableau is trusted across the globe by a whole range of companies both large and small.

Key benefits:

1) Bid adieu to manual excel reporting - Tableau can give you the data you need at the click of a button

2) Use a range of parameters and filters to create accurate reports over a specific period of time

3) Sits across all of your current data streams regardless of where or what they are

4) Acts as a central repository for data such as:

• Sales volumes

• Average agent call time

• Time spent on specific tasks

Practical uses:

• Thinking about how to spend your annual marketing budget? Tableau reports can show where to channel your monetary resources

• Decide which stock to carry based on trends in your data

• Non tech friendly (if set up correctly) - requires no extensive training or technical skills

• Ensures all users can take something meaningful from it

This tool can make a huge impact in businesses of all sizes. However, it's not just as simple as downloading the programme. There is a process to go through to ensure you reap the benefits:

Ensure the set up is correct

Capture all relevant data

Access the right parameters and filters from the start

And that's where you might need a bit of help. Luckily, we're on hand!

Tableau vs Power BI: A comparison

What projects is Tableau best suited for?

Tableau is of course, best suited to projects that are data driven and that require powerful visualisation, reporting and interactive dashboard capabilities. Let's take a look at this in more granular detail:

Business Intelligence & Reporting

• Tableau is first and foremost a business intelligence and reporting tool

• Projects that revolve around this are a natural fit

Data Exploration & Analysis

• Ideal for projects that involve digging into large datasets

• Easily uncover patterns, outliers or trends

Financial Modelling & Forecasting

• Gone are the days of managing finances in excel

• Visualise financial trends, budgets, forecasts and what if scenarios

• Supports critical decision making in the business

Ops Monitoring

• Great for businesses who need access to real time information

• Live dashboards are particularly useful for monitoring:

- Supply chain 

- Inventory levels

- Service delivery

- Other ongoing processes

Market & Customer Insights

• Perfect for Marketing teams who analyse customer behaviour, segmentation and buying trends

• Enables a strategic approach to customer insights

How can we help?

The short answer - however you need us to. We can make sure all your data streams are connected properly whether from spreadsheets, cloud platforms, CRMs or bespoke systems, so you always have one reliable source of truth. We can also design dashboards and reports that are clear, relevant and genuinely useful for decision making based on the information you tell us is important. Everything we set up is done with the intention of being intuitive and easy to use, so your team (regardless of their job title!) can get insights quickly without needing technical expertise. If you're struggling to set up Tableau, unhappy with your current environment or are thinking about introducing Tableau to your organisation - we'd love to have a chat!

FAQs

Further Reading

What are the benefits of Tableau for reporting?