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Tableau Consulting Services

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Tableau is a data visualization tool that offers many of the features of the more engineering-focused TIBCO Spotfire while being a bit easier to pick up and learn. Like similar tools, it features a range of data connectors for importing and refreshing data from familiar data stores (e.g., SQL, SharePoint, Excel) as well as many more specialized sources. Once Tableau data integration is achieved, the data is stored in memory by Tableau Server. The way that the data is stored allows for alarming fast representation and manipulation of large amounts of data.

This speedy rendering of data on the screen means consumers of a Tableau dashboard can filter, click-through, and inspect data in a variety of ways. They can ask questions and then find the answers on their own. This differs from the last generation of static reporting tools, which offered users little control over how the data was presented, and if they had a question not answered by the report as packaged, they had to rely on IT to modify the report or create a new one, leading to a significant delay between the question being asked and it being answered. Thus, if reporting is a monologue, self-service BI enabled by Tableau is a conversation.

Slightly more advanced users of Tableau can use data sets published by the IT department to quickly create their own dashboards. Using a set of standard data sources ensures that the data model is consistent throughout the organization, minimizing data consistency issues and rework. This is the second area where Tableau shines. Once the data set is published, it is quite easy to drag rows, columns, and filters onto the workspace to create a report or dashboard. Tableau even suggests possible report types that you may want to see (e.g., stacked bar chart, pie chart). This means that users can not only alter published reports, they can create them without IT intervention to immediately answer the questions that they have.

Tableau Data Integration and Consulting Services

Example Tableau Visualizations Applied to Education Data

Benefits of Tableau Consulting

To get started with Tableau, the data to be visualized needs to be well organized and well understood. Designating an owner for different business entities is a good idea. This person can answer the questions of the implementation team and verify data quality. Tableau is often used to replace existing reports. In these cases, the team must make sure that the information shown in Tableau aligns with the data users are receiving from these reports. If not, credibility in the accuracy of the Tableau reports and dashboards will suffer an immediate blow.

Tableau Server needs to be installed, or you can use a cloud-hosted version through Tableau or a private hosted company. User licenses needs to be assigned and permissions designated on the server. As the first dashboards are built, the underlying data model should be constructed, published for others to consume, and set up to periodically refresh. Our Tableau consulting team can even help set up the server to be securely exposed to the internet so that it is accessible anywhere, even if it is hosted on-premises.

An ongoing campaign of communication should be conducted to let users know about the availability of Tableau and any new dashboards that are created. Users should be given the ability to request a new dashboard and trained on how to work with the ones they have access to. Finally, a subset of business users should be trained on how to create their own dashboards and share them with their colleagues, reducing the need for IT intervention. There are also options for Tableau integration with SharePoint that our Tableau consulting services team would be happy to speak with you about.

From data modeling to server setup to visualization creation to training and governance, Entrance has professionals and processes that can assist you on your journey.

Planning Kit


Business Intelligence Dashboard Kit

These worksheets will help you focus and organize your goals for the flow of information, paving the way for dashboards that surface the information.

Frequently Asked Questions

Why Use Tableau Software?

Tableau is an extremely robust suite of data analytics and visualization software that has considerably less of a learning curve than other comparable tools such as TIBCO Spotfire. Its vast array of connectors allows it to communicate effortlessly with nearly any data source, and it outputs interactive dashboards providing an unmatched level of insight.

How Can Entrance Tableau Consultants Help With Data Integration?

Entrance provides premier Tableau consulting services designed to help get you started with the powerful data analytics platform. We can help you choose a hosting solution, set up the servers, and help you integrate your Tableau data with a host of other tools.

Do You Offer Tableau Software Training?

In addition to providing Tableau integration services, Entrance offers your staff complete training that will help improve workflow, collaboration, and productivity.

What Is The Difference Between Tableau vs Excel?

While Excel offers an impressive level of data management tools, it pales in comparison to Tableau’s level of analytics and data visualization. Through its use of interactive dashboards and powerful data processing ability, Tableau is able to provide a level of insight and business intelligence that spreadsheets simply can’t match.

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