Self-service Business Intelligence Tools For Automating Linux Record Age Group – This is the second post in a blog series about BI tools. The first post was about the evolution of business intelligence in the 21st century. This time we enter one of the best tools on the market. We’ll explain what sets Tableau apart from its key competitors, what the platform includes, what licensing options there are, and much more. We will try to understand as much as possible, but not all aspects can be considered or mentioned. Explaining a BI tool completely in a blog post is quite a challenge. Contact us if you need a more detailed test or want to see Tableau in action with real-life content.
Read our blog post about new features introduced at Tableau Conference 2021, as well as a summary of Tableau’s product roadmap based on TC22 and TC21 and Tableau goes Minority Report on TC23 – taking a direction towards augmented reality, the Productive AI and headless BI.
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This is what Tableau describes as their mission: to help people see and understand. Tableau aims to be easy to use so that everyone can use it and find actionable information in their . Tableau was originally developed based on observational research conducted at Stanford University; a way to fully support people’s natural ability to think visually and accurately understand certain graphical representations.
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Tableau Desktop has done a great job in the age of dinosaurs in Enterprise BI to make analytics easy and fun (read the previous blog post for a reference about dinosaurs). The success and market penetration of Tableau Desktop meant that the platform needed to be expanded. Tableau Server, Online, Public, Mobile and Prep have since been released. Today Tableau’s offering is a comprehensive analytics platform with a specific twist compared to competitors.
Tableau spins Fast and easy to understand It’s usually much faster to go from source to important information with Tableau. Analyzing and creating visualizations and dashboards is often very easy and smooth. There are out-of-the-box timeframes available, drag and drop analysis templates to use and a good amount of ease of doing calculations (active totals, moving averages, net share, position etc.). Ease of use extends to configuration and modeling. Both of those can be done without deep technical knowledge and coding skills. Perhaps what I am most grateful for in this area is how new features are published and old ones withdrawn: the way it works. For example when new in-memory storage replaces old technology in 2018 it is done with minimal impact and maintenance work for users. The same thing happened in 2020 when a new layer of the semantic model was introduced, and again, there was no difficult migration from the old to the new, everything just worked. The unusual inventory table was originally a tool for visualization and visual analysis, and as such remains extremely robust. Tableau uniquely empowers user creativity and innovation when analyzing and developing content. What does this mean? In some tools you usually first select the desired result (visualization type e.g. line, area, bar, pie, etc.) and assign fields to fields supported by the visualization type (e.g. values, legend, axis, tooltip, etc.). If visibility doesn’t support something you need (eg size or small iterations) there’s not much you can do.
Tableau works very differently: you can drag and drop fields on the canvas and Tableau will visualize them accordingly. Certain field properties can be changed over time: magnitudes can be changed to proportions, discrete fields to continuous, and vice versa. Almost any field can be assigned to any role, and different types of observations can be combined. This method is more flexible than any other tool I have used. However, this may seem complicated at first. Fortunately, Tableau has a Show Me menu to help you create different visualizations and understand how the tool works. Once you gain your understanding, you can make more powerful visual calculations than ever before.
Maps and location capabilities As mentioned earlier, the different types of visualizations are very different and flexible in Tableau, but especially the maps and location statistics are top notch. Here’s a short list of what makes Tableau’s fields capabilities so great:
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A detailed city center map with a street map as background, a building layer with dark gray polygons at the bottom and a pointing layer at the top showing floor area (size) and heating fuel (color).
User-Visual Interaction The third strength of Tableau is the user’s ability to interact with the visual and the developer’s ability to define precisely where and how this interaction occurs. Interactions can be used, for example, to filter, highlight, show and hide layout items, display tools, define parameter values and set items, drill up and down, drill to another dashboard or to an external url. Interoperability can allow non-technical business users using pre-made content to get more information and insights from a single dashboard without the need to create multiple dashboards or go into full self-service mode. Infrastructure flexibility and governance Tableau is exactly the same tool no matter how and where you choose to use it (on-premises, public cloud or SaaS). You can use Windows or Linux servers (or containers) and Windows and Mac desktop computers. You can use different authentication options, user directories and sources without any mandatory dependency on any cloud vendor.
The same flexibility exists when creating content. models can be created in exactly the same way and work whether in export or live mode. And you can also combine extracted content and live mode in the same dashboard. The same scripting language is used when preparing and creating visualizations. It is also a powerful, yet simple and straightforward language to use. Flexibility continues when publishing content to the Server/Online. You can organize the contents of folders as you like and apply security policies at the level of detail you need.
Active and passionate user community Tableau’s user community is very active and passionate compared to other business tool user communities. For example, Tableau Public has more than 3.7 million published images from more than 1.5 million users. Anyone can browse and use these demos to learn about how to use Tableau. The community supports and helps with problems and issues related to the tool, but I personally appreciate the work they do to spread understanding and share best practices for visualization and examples. Main functions and workflow
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Tableau contains everything that a modern statistical platform can be expected to contain. There are no major shortcomings, but there are clearly some areas for improvement mainly related to new features. Tableau can be used to optimize the entire pipeline of visual analytics, from optimization to various usage patterns, across multiple channels. This is how the Tableau workflow usually goes.
Preparation If you need preparation skills Tableau offers this within Tableau Prep. This tool can be used as a desktop client or directly within Tableau Server or on the Internet. Tableau Prep is built with the same easy-to-use logic as the other elements on the platform. Creating steps to manipulate and the entire workflow is very visible, the process is easy to understand and it is easy to see what is happening along the way. Tableau Prep offers basic crunching skills to join, union, pivot, clean and combine. You can also add new rows to and run custom R or Python scripts to calculate new data. The result set can be pushed to a file, to base or as a Tableau output. Prep workflows that have already been created can be shared and reused, and scheduling and performance can be monitored using the Prep Conductor add-on. modeling Typically modeling is done using the Tableau Desktop client. The exception is, if you use Tableau Prep or an external tool with the Tableau API to create and refresh extracts. With Tableau Desktop you connect to sources, select the objects you want and define combinations and relationships between objects. Today Tableau models include two layers: a visual layer and a semantic layer. The separation of the two makes it possible to reuse the same Tableau model for different purposes. The logical layer functionality was published in version 2020.2 and is a significant update to the model.
While modeling you have chosen to use live connections or extract from Tableau’s in-memory storage column. Whatever you choose, you have exactly the same functionality and capabilities and you can change the connection type over time. Another possibility is to use incremental updates to include only new lines in the product. Best practice is to validate and define all field types, automatic formatting
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