Why Does Your Business Need Tableau?

Background

Large or small, all business need Tableau. According to a recent Forbes article, the average data scientist spends over 80% of their time preparing data.

That means that the average data scientist or analyst on your team only spends around one day per week on the tasks that genuinely increase profitability: evaluating data, uncovering insights, developing actionable dashboards, and connecting the dots together to conclude a cohesive story for stakeholders. Getting a Tableau Certification adds even more credibility to the profile of data professionals as we see today.

Read more: Typographic Hierarchy in Tableau »

To make the situation even worse, even when they have prepared a suitable data source, a simple question such as “If we imply this change, what will happen to the other segments?” might send them back to the view behind the data source they’ve created, tirelessly finding the relation between all points, leaving the other teams with bling spots as the data is being prepared for an extra study.

Tableau can help your team become more efficient and acquire better insights into your business. Acquiring any of the Tableau Certifications goes a long way in enhancing your resume.

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Why Business Needs Tableau

Here are the top five reasons why your firm needs Tableau:

1. Less time spent gathering and preparing data

The fundamental purpose of every report is to enable stakeholders to make timely and correct choices. Stakeholders must have faith in the report creator’s ability to correctly pull and show data.

When data must be manually gathered, cleaned, prepared, and integrated, the process is time-consuming and prone to human errors. The built-in data connectivity and preparation features in Tableau allow analysts to quickly access data in a useable and timely manner.

Time saved on data preparation equals more time for your analysts to accomplish what you recruited them to do: analyze data and formulate insights.

There are a few ways how Tableau can help you in the process of data gathering, cleaning, and preparation. 

  • Pull data from several sources and create a unified data source.

If your company’s data is spread over several servers or files, Tableau got your back.

Tableau has over 100 data interfaces built-in, ranging from text files like Excel to databases like MySQL to web applications like Google Analytics or Salesforce.com.

Keep reading: Tableau Desktop Specialist Certification Questions »

Tableau also allows you to merge files with the same column names into a single data source. Multiple data sources may be instantly pulled into one central location because of the wide range of connections, so you are avoiding the copy and pasting. 

After combining the data in Tableau, instead of having to go through numerous distinct reports to uncover a story and connect all dots, you can build a single, unified view. Pretty amazing.

  • Join data sources on specific conditions

We’ve all been there. Once we identify all the data sources that we want to include in the overall story, the hardest part comes – joining them. So if you need special joins, calculations, or groups for your data to be comprehensive, Tableau gives you the ability to join multiple data sources by stating the conditions by yourself. 

The calculation builder in Tableau helps analysts to rapidly and simply design new ways to look at data.

There is no requirement for IT or data engineering knowledge in order to have additional fields added to every row automatically. Tableau also lets you establish a nice label for any value without changing the underlying data. To be a proficient Tableau expert, you can get the below Tableau certification.

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Tableau can automatically connect your data sources if they share a field. These characteristics enable analysts to conduct in-depth research quickly and easily. 

  • Deal with huge data sources

Large volumes of data are tough to manage with applications like Excel. Tableau has no row limit and can import and analyze millions of rows of data. It’s also built for scalability, so you won’t have to worry about excessively long processing times. All of this provides you with a more comprehensive view of your business without using valuable resource time.

2. The ability to experiment and attempt new things.

Most reporting systems need your analyst to know exactly what they’re attempting to generate before they begin, making the data exploration process time-consuming, trial, and prone to errors.

The drag-and-drop interface of Tableau enables the analyst to quickly test new ideas, delve into intriguing insights, and make modifications. Dashboards can deliver the most helpful and relevant information because of their ability to fast explore and build comprehensive visuals.

Using other reporting tools can come with the difficulty of studying the data and understanding it.

Tableau’s user-friendly interface helps analysts to focus on uncovering insights rather than sorting out technical details.

The analyst may swiftly add additional dimensions and metrics, filter out or group numbers, and delve into outliers by dragging and dropping.

Furthermore, tools like clustering, trend analysis, and average lines make it simple to search for trends in your data.

For all analysts that need to make several revisions to their reports, Tableau ease up the process of it. Your report should be able to adapt to changing company demands fast and simply. Tableau enables quick report generation as well as the freedom to adjust report parts.

With a single click, Tableau’s built-in “Show-Me” function changes between a range of chart formats. There’s no need to modify data or spend hours preparing and aligning elements for each chart style.

Visualization shortens the time it takes to get insight and allows you to immediately identify areas for development.

Tableau offers a broad range of chart kinds and encodings, including color-coding and grouping. Dashboards may also be made mobile-friendly for stakeholders who are constantly on the go.

3. Real-time interactivity and segmentation

When reviewing a report, stakeholders frequently raise questions such as:

“How does this appear to this client segment?”

“Can we narrow the date range to simply look at what happened in the recent 10 days?”

These are critical analytical questions that frequently drive analysts back to the drawing board, delaying stakeholders’ access to the information they want.

Keep on Reading: Tableau Data Analyst Certification Questions »

Tableau allows stakeholders to engage with and alter the dashboard they are viewing while staying within the boundaries set by the author. 

Do you have distinct reports for each segment? Filters may be applied to dashboards in Tableau. This enables the stakeholder to narrow the dashboard down to only the region or brand they oversee while still understanding how other areas are performing.

Filters enable a single dashboard to support numerous use cases while also allowing for on-the-fly discovery and comparison.

Do you want to be able to select your own date ranges and granularities? Tableau allows customers to select whatever date period they wish to examine. This enables stakeholders to examine the time period that is appropriate for their business question.

Tableau also lets you fast switch between date granularities, so you can immediately obtain a daily, weekly, quarterly, or even an all Mondays view.

One of the most exciting features that Tableau has is that it allows you to interact with your dashboard in a variety of ways. Other charts on the dashboard may be filtered by clicking a category on a bar chart. When you hover your mouse over a data point, it will display more information in the form of a “tooltip.”

Tableau also allows users to engage by letting them manually enter variables (such as a goal) to be utilized in calculations. These alternatives empower non-analyst dashboard users, assisting in the development of data-driven company culture.

4. Distribute up-to-date dashboards

Dashboards are frequently shared via emailed PDFs. To put it another way, static representations. Finding other dashboards or prior versions for comparison in these circumstances requires sifting through emails or files.

Tableau Server is a tool that serves as a central repository for your company’s dashboards. It enables dashboards to be immediately shared with stakeholders and enables stakeholders to favorite certain views, make comments, or update in the browser.

You can also automate your dashboard so that they always bring in the most recent data. Tableau dashboards may include login information for your organization’s data sources. Tableau Server will then pull in the most recent data to your dashboard on a regular basis.

Dashboards no longer need to be rebuilt on a regular basis; simply build them up once and let Tableau Server do the rest!

5. A large online community and a dedication to continuous improvement

The Tableau community is filled with enthusiastic, knowledgeable people who are eager to share their expertise with others. Tableau is dedicated to being creative and responsive to its clients’ demands.

Despite tough competition and an expanding market, Tableau has been a leader in Gartner’s Magic Quadrant for seven years in a row. Tableau also offers a variety of Certifications which we help you get.

Investing in Tableau means investing in a product that is always adding new features and paying attention to user feedback. Tableau releases new versions and features on a regular basis. They are committed to research and development and provide platforms for consumers to discuss changes and new ideas.

There are several Tableau support tools available, like as free how-to blogs and tailored on-site training. The analysts from your team or you could just Google for answers when they need assistance or ideas.

Bonus: Tableau is Easy For Learning

Top Three Tableau Learning Hints 

Make time to train.

It is critical that you spend time in the application on a regular basis and become acquainted with its features.

Tableau is so powerful because it enables you to mix elements in a plethora of ways to create complex visuals. The easiest approach to learn all of the features and how they interact is to spend time using and testing each one.

There are several tools and intentional learning habits available to assist you in learning. Take time each day to conduct daily training, concentrating on weekly user-led activities and even checking Tableau’s forums or free resources for new features or functions that you don’t regularly use.

Don’t underestimate the effectiveness of incrementalism!

Don’t be frightened to try new things.

Have you noticed a new button or menu in Tableau? Simply click on it!

In Tableau, there are several ways to do almost every task. Experimentation is another technique to extend your skill set and find characteristics you were unaware of.

Did you know that you may pull up the dialog box by right-clicking and dragging fields to the shelves and cards? Instead of dragging, how about double-clicking on shelves and filling in fields? These are just a handful of Tableau’s shortcut features that will make your job more efficient and your life simpler.

Don’t be scared to try something new. You can always undo your actions.

Engage actively in the community that Tableau has

Tableau’s robust user community is a major factor for its success.

Tableau sponsors Tableau User Groups, or TUGs, in major cities across the world. TUGs normally meet once a quarter and are an excellent location to learn and share ideas.

Suppose you have a question about how to do something? It’s likely that it’s previously been questioned and answered in the Tableau forums. Tableau does an excellent job curating this material, and users are ready to assist.

Tableau Public is another fantastic resource for generating ideas and seeing what is possible. When I’m confused about how to depict anything, I frequently visit the Tableau Public Gallery for ideas. Sign up for the Viz of the Day email as well if you want some data visualization inspiration delivered to your inbox on a daily basis.

Conclusion

Tableau is an awesome tool for every business that appreciates a meaningful analysis and enjoys good data visualization. Tableau will ensure smooth data preparation, room for many revisions and adjustments, and a vast specter of visualization features. As a bonus, there are many free resources online that may help you learn Tableau fast, a forum for every new question that may pop up, and a great hub of free ideas that may serve as an inspiration.


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