Introduction To Tableau - 2023
Introduction To Tableau - 2023
Enterprise Wide
Analytics
for Everyone
What is Tableau ?
• Modern BI&A Platform
• Powerful and Intuitive
• Designed for Self Service Analytics
Smarter
Analytics Advanced Analytics
Augmented
AI/ML Business Science
Data Science
Connect to
Complete All Data Salesforce Mulesoft Cloud Data Databases Files
& Trusted LIVE AND IN-MEMORY
Picture
Deploy Tableau Cloud Salesforce Public Cloud On-prem
(SaaS) Hyperforce Server Server
Anywhere
A Complete Integrated Analytics Platform
Scale Analytics to every corner of your organization with a future proof platform
Customer
IT Service Sales
Analysts Operations Finance
MIS Team Marketing
Sales
Executives
EXPLORERS
VIEWERS
LOW
Data Preparation
Fast Data
ANALYST
Analysis & Data
& Data Modelling
Exploration
▪ Get faster, deeper insights
▪ Data Exploration
▪ Data Analysis
▪ Prepare Data (Data Modelling)
▪ Share and collaborate,
● Text goes here Publish data &
Connect to or securely
Insights
use new data
Commenting
@mentions ,
Collaborate Securely
Download
Power point,
pdf, image, Receive Alerts,
Summarized Notifications,
Data Subscriptions
Self Service
Ask Data +
Emails VIEWER
Explain Data ▪ Tableau Server/Cloud
Address the Needs of Curious Business Users | Self Service - Drag & Drop
BUSINESS
From any device,
Full Interactivity, USER
Consume Insights Filtering & Drill
(Dashboards, Down ▪ Get faster, deeper insights
Reports) ▪ Drive smarter decisions
▪ Share and collaborate,
securely
● Text goes here
Receive Alerts,
Download Notifications,
Power point, Subscriptions
pdf, image, Emails EXPLORER
Data Self Service ▪ Tableau Server/Cloud
Ask Data +
Explain Data
Tableau in Action
Information at Fingertips
Monitor and Track
Interactive Dashboards
Leadership cockpit view of Sales & Profit Margin contribution across Product – 360 to compare the historical product demand and
Divisions, Regions, Departments, etc and draw comparison of Q-o-Q or compare the business contribution across other key products
Y-o-Y
Analyze how users engage with a products or divisions or other
Drill down at the deepest granularity to analyze the performance and business dimensions. It enables product teams to track, visualize, and
detect outliers for business actions analyze user engagement and behavior data. Teams use this data to
improve and optimize a product or customer-service.
Target vs Actual comparison for each business unit and finding the
revenue impact of underperforming divisions
Finance Analytics
Campaign Impact analysis– Tableau’s step-by-step structure enables Persona based marketing campaigns to revive various segmented
Business users to devise campaigns effectiveness across user engagement customers - Loyal/ Potential Loyalist/ Promising/ Need Attendance/
and business impact Risk/ churned/ etc. customers & to continuously engage with the loyal
customers
Reachable and Freshness indicators are crucial in formulating outreach
strategy and spend optimisation. Measure/Monitor the cost to acquire a new customer or revive an
existing customer to further fine tune future marketing campaigns
Supply-Chain Analytics
Remove data silos and see all activity across the supply chain as it is reported
➢ Excess stock usecase could highlight insights at the granular SKU level
➢ Remove data silos and see all activity across the supply chain as it is
to track :
reported and build a supply chain control tower
➢ Identify trends, shifts from expected behavior and outlier activity 3. Take actions around - Divert the inventory for new products, run
Stock summary to actively monitor inventory at the department/division at the individual Geo Locations and fast moving SKUs to take appropriate action
and avoid potential loss of business
Compare stock availability for under / over / current stock from the Division till SKU level
HR Analytics
VIEWER
EXPLORE
• TABLEAU PREP BUILDER
• TABLEAU SERVER/CLOUD
VIEWER EXPLORER
• TABLEAU DESKTOP
CREATOR
• TABLEAU SERVER /CLOUD • TABLEAU SERVER/CLOUD
VIEWER
EXPLORER
• TABLEAU PREP BUILDER
• TABLEAU CLOUD
VIEWER EXPLORER
EXPLORER
VIEWER
CREATOR
• TABLEAU PREP BUILDER • Usage Based ***
• TABLEAU CLOUD • Impressions ***
10th
consecutive year, Tableau has
500+
User Groups
93%
OF CUSTOMERS RATE
been recognized as a Leader in TABLEAU’S USER
the Gartner MQ for Analytics ENABLEMENT CAPABILITIES
and BI Platforms.
150,000+ AS EXCELLENT