Tableau

Enterprise Wide
Analytics
for Everyone
 What is Tableau ?
• Modern BI&A Platform
• Powerful and Intuitive
• Designed for Self Service Analytics

“We help people

see and understand
data”
Tableau was founded in 2003
Tableau is a Salesforce Company since 2019
What you can use Tableau for ?
With the help of Tableau’s powerful AI-enabled tools, businesses can perform the following functions:

● Smart Data Preparation

● Fast Data Exploration
● Interactive Data Visualisation
● Performance Tracking
● Collaboration and Secured Sharing
● AI Powered Data Mining
World’s Leading Analytics Platform
Empowering People and Organization to make to most of their Data

Native in Salesforce Desktop Self-service Exploration

Empower Engage & Embedded in Apps & Portals Browser

Storytelling & Dashboards
Sharing & Collaboration
Everyone Interact Collaboration Tools Mobile Devices
Discovery & Notifications

Natural Language Predictions & Explanations

Action & Workflow

Visual Analytics Predictive

Smarter
Analytics Advanced Analytics
Augmented
AI/ML Business Science
Data Science

Decisions Security APIs &

Governance Ecosystem
Faster
Data Management Data Prep • Catalog • Query Federation • Security Compliance

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

Solution for Today Platform for Tomorrow

(What are you Solving Today ?) (What will you be solving in the future ? )

Customer
IT Service Sales
Analysts Operations Finance
MIS Team Marketing
Sales
Executives

Different Questions, Different Needs, One Analytics Platform

ROLES IN TABLEAU
HIGH

DATA LITERACY SPECTRUM

CREATORS

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

Integrate with Data Refresh

advanced tools for (Scheduling)
data science CREATOR
Govern users ▪ Tableau Desktop
and content ▪ Tableau Prep Builder
▪ Tableau Server/Cloud
 BUSINESS
From any device,
Full Interactivity, USER
Filtering & Drill
Down ▪ Get faster, deeper insights
▪ Drive smarter decisions
Consume Insights ▪ Share and collaborate,
(Dashboards, Reports) securely
● Text goes here

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

Edit Dashboard Commenting

Self Service @mentions ,
Data Analysis Collaborate Securely

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

KPI and Metrics

Interactive Dashboards

take informed Data Driven Business Decisions

Sales Analytics

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

Analyze, Track and Monitor Accounts Receivable and

Accounts Payables Identify Savings Opportunities
Analyze Cash Flow Statements.
Track Expenses Better
Complete Visibility of all Transactions
Analyze Travel & Expenses etc
Marketing 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

1. Inaccurate product demand

➢ Personalized dashboards with the top KPIs that impact the supply
chain and enable users for quick response 2. Monitor fast, slow & dead stocks

➢ Identify trends, shifts from expected behavior and outlier activity 3. Take actions around - Divert the inventory for new products, run

marketing campaigns, etc.

Stocks On Hand - Analytics

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

Track the company expenses across departments, expense-type, & at

Systematically monitor gender/ headcount/ hires and attrition across
the individual employee
departments & demography to effectively plan manpower
Analyse the data for insights & draft policies to reduce the overall
Work towards succession planning at all job-levels, departments &
expense by combining the appropriate expense type into groups or save
Each Employee Churn has the potential to cost organisation US$15,000. unnecessary avoidable future expenses accordingly
An organisation with 1,000 employees and an attrition rate of 10% will
end up spending $1.5 million in costs. A 10% reduction in attrition due
to advanced insights from analytics will lead to $150,000 in savings
each year for the organisation.
Analytics Extension
Integrate with
• R
• Python
• MATLAB

Integrate Einstein Discovery Models

AI Powered Data Exploration / Data Mining
Model Building
Predictive Analytics
Prescriptive Analytics
Embedded Analytics
Data and Insights for External Stakeholders
Data and analytics integrated seamlessly with the content or service being delivered to
the end user
TABLEAU LICENSING MODELS

• Roles Based Offering [RBO]

• Core Based Offering [CBO]
ROLE BASED OFFERING [Tableau Cloud | Tableau Server]

• TABLEAU DESKTOP • TABLEAU SERVER/CLOUD • TABLEAU SERVER/CLOUD

CREATOR

VIEWER
EXPLORE
• TABLEAU PREP BUILDER
• TABLEAU SERVER/CLOUD

DATA MANAGEMENT ADD-ON

ADVANCE MANAGEMENT ADD-ON
EINSTEIN DISCOVERY IN TABLEAU
CORE BASED OFFERING [Tableau Server]

On-Premise | AWS | AZURE | GCP

• TABLEAU DESKTOP
CREATOR

• TABLEAU PREP BUILDER

• TABLEAU SERVER
• Min. 8 Physical CPU Cores
• Can Be Scaled by Increment(s) of 4 Core
• X Viewers + Y Explorers **Sizing Activity Required

VIEWER EXPLORER

DATA MANAGEMENT ADD-ON

ADVANCE MANAGEMENT ADD-ON
EINSTEIN DISCOVERY IN TABLEAU
Embedded SKU(s)
Embedded Analytics
Data and Insights for External Stakeholders
Data and analytics integrated seamlessly with the content or service being delivered to
the end user
 ROLE BASED OFFERING [Tableau Cloud | Server]
Embedded

• TABLEAU DESKTOP
CREATOR
• TABLEAU SERVER /CLOUD • TABLEAU SERVER/CLOUD

VIEWER
EXPLORER
• TABLEAU PREP BUILDER
• TABLEAU CLOUD

DATA MANAGEMENT ADD-ON

ADVANCE MANAGEMENT ADD-ON
EINSTEIN DISCOVERY IN TABLEAU
CORE BASED OFFERING [Tableau Server]

On-Premise | AWS | AZURE | GCP

• TABLEAU DESKTOP
CREATOR

• TABLEAU PREP BUILDER

• TABLEAU SERVER
• Min. 8 Physical CPU Cores
• Can Be Scaled by Increment(s) of 4 Core
• X Viewers + Y Explorers (**Requires Sizing Activity)

VIEWER EXPLORER

DATA MANAGEMENT ADD-ON

ADVANCE MANAGEMENT ADD-ON
EINSTEIN DISCOVERY IN TABLEAU
 USAGE BASED OFFERING [Tableau Cloud ]
Embedded https://help.tableau.com/current/online/en-us/license_product_keys.htm#embedded-analytics-usagebased-license-model

• TABLEAU DESKTOP • TABLEAU CLOUD • TABLEAU CLOUD

EXPLORER

VIEWER
CREATOR
• TABLEAU PREP BUILDER • Usage Based ***
• TABLEAU CLOUD • Impressions ***

DATA MANAGEMENT ADD-ON

ADVANCE MANAGEMENT ADD-ON
EINSTEIN DISCOVERY IN TABLEAU
 Google Slides does not
have an image
placeholder option.

Why Tableau !! Please place an image of

speaker over this circle
manually. Place Logo in
circle below.
Analytics
people
love to use
Intuitive Powerful People
learn
faster
An integrated
platform
that is easier to start
and scale
Flexibility Governance Integrated
& Choice & Security Platform
The trusted leader in analytics

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

Online Community User enablement is a particular

Tableau is a Leader, thanks to strength for Tableau Software
the popularity of its product, Members
high customer satisfaction
— by a wide margin — with
scores and strong roadmap. 93% of customers rating these
capabilities as excellent.
GARTNER – MAGIC QUADRANT FOR ANALYTICS AND
BUSINESS INTELLIGENCE PLATFORMS, FEB 2019
2M+ GARTNER – SURVEY ANALYSIS: CUSTOMERS RATE
THEIR ANALYTICS AND BI PLATFORM EXPERIENCE,
2018

Authors on Tableau Public

https://public.tableau.com/en-us/s/blog/2021/09/2-million-data-visualization-authors-and-counting
Thank You