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
Divisions, Regions, Departments, etc and draw comparison of Q-o-Q or
Y-o-Y
Drill down at the deepest granularity to analyze the performance and
detect outliers for business actions
Target vs Actual comparison for each business unit and finding the
revenue impact of underperforming divisions
Product – 360 to compare the historical product demand and
compare the business contribution across other key products
Analyze how users engage with a products or divisions or other
business dimensions. It enables product teams to track, visualize, and
analyze user engagement and behavior data. Teams use this data to
improve and optimize a product or customer-service.
Finance Analytics

Analyze, Track and Monitor Accounts Receivable and

Accounts Payables
Analyze Cash Flow Statements.
Analyze Travel & Expenses etc
Identify Savings Opportunities
Track Expenses Better
Complete Visibility of all Transactions
Marketing Analytics
Campaign Impact analysis– Tableau’s step-by-step structure enables
Business users to devise campaigns effectiveness across user engagement
and business impact
Reachable and Freshness indicators are crucial in formulating outreach
strategy and spend optimisation.
Persona based marketing campaigns to revive various segmented
customers - Loyal/ Potential Loyalist/ Promising/ Need Attendance/
Risk/ churned/ etc. customers & to continuously engage with the loyal
customers
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 for – Retail, FMCG
Industry - Retail
Key Solution Areas for Tableau Top Five Analysis Areas for Retailers

Personalized & Logistics -…

Improve customer experience and
engagement by leveraging data-driven Pricing - 33%
insights to increase revenue and profitable Inventory Planning - 40% CXO
growth. Customer driven not product
Consumer Insights - 43%
driven.
1. Customer Centricity Demand Forecasting - 57%

Enable customers to shop and conduct 0 10 20 30 40 50 60

transactions seamlessly through multiple
channels (brick- and-mortar, online, mobile,
BOPIS, etc.) Integration among data relating
to customer experience, marketing, Top Three Analytics Challenges for Retailers
2. Omni-Channel inventory, and sales order management. Right Staff Not in Place to
Retailing Supply chain agility. Lead Analytic Strategy -…

Use data analytics to assist in providing

Limited Analytic Toolset - Analytics
43%
exceptional customer service and driving Head
profitability with adaptability, resilience to Absence of Clearly
withstand unforeseen shocks and anticipate Articulated Analytic…
the future by spotting and taking advantage
3. Operational Agility of opportunities. 36% 38% 40% 42% 44%46% 48%
How Tableau helps in Retail Industry
Key Solution Areas for Tableau Chief Merchandising Chief Supply Chain
Chief Marketing Officer Chief Data Officer
Officer Officer

Improve customer experience and

• Marketing and customer loyalty • Build customer loyalty by • Customer experience is fully • Increases agility by bringing together
engagement by leveraging data-driven
initiatives anticipating customer needs, dependent on the supply chain data from disparate internal and
insights to •increase
Providing revenue and key
insight through profitable knowing experience. external sources
metrics. • Where and when to present an • Identification of any product • Cleanses and relates it
growth. Customer driven not product offer availability concerns throughout • Provides tools for self-service
driven. • Orchestrating digital the supply chain and track analytics by end-users in a visual
1. Customer Centricity engagement with in-store value
.
delivery to the customer. format.

Enable customers to shop and conduct

transactions seamlessly through multiple
• Measure, aggregate and report • Customer experience is • Anticipating customer changing • Increases agility by bringing together
channels (brick-
theand-mortar, online,
results of marketing and mobile, dependent on the supply chain. preferences data from disparate internal and
BOPIS, etc.) Integration among
customer loyalty data relating
initiatives, Tableau collects data from various • Where & when to present external sources
providing insight through key sources enabling companies to Offerings • Cleanses and relates it
to customer experience, marketing,
metrics across all channels. interpret this data and make
2. Omni-Channel inventory, and sales order management. decisions across channels. • Orchestrating digital engagement
with in-store value
• Provides tools for self-service
analytics by end-users in a visual
Retailing Supply chain agility. format.

Use data analytics

• KPIs totomonitor
assistoperational
in providing • Increase in omni-channel retailing • Build customer loyalty by • Democratizes data and
activities the customer experience is anticipating customer needs analytics
exceptional• customer service and driving
Dashboards could include dependent on the supply chain • Where & when to present • Broadly deployed throughout
profitability with adaptability,
logistics, supply chain,resilience
human to experience. Offerings the organization.
withstand unforeseen shocks
resources, etc.
delivered regularly.
and
and may be anticipate
• Identify product availability
concerns,
• Orchestrating digital engagement • With its ease of use
with in-store value
the future by spotting and taking advantage • Minimize out of stocks and track
• Can be effectively used by non-
technical personnel.
3. Operational Agility of opportunities. delivery to the customer.
Industry - Manufacturing
Key Solution Areas for Tableau Analytics Remains a Top Priority
Streamline supply chain efforts by No matter the type of manufacturer, investment in technology is on the
leveraging data analytics to have visibility upswing, especially with “asset oriented,” process-focused manufacturing
into how materials and goods enter and
companies with priorities in data and analytics.
move through the chain, as well as the
ability to trace inputs and outputs all the
way to the hands of the customer. Make
the supply chain more sustainable and
1. Agile Supply Chain resilient and reduce costs.

Use data analytics to drive profitability to

2. Smart
Factories/Manufacturing 4.0
manage/synchronize manufacturing,
measure and report on operations in
real-time, and forecast quality problems
before they arise.

Gain insightful analysis and self-discovery

of safety, security, health and
environmental data and trends. Improve
climate-related reporting and gain
3. insights into energy and wastewater
Sustainability/Environment, reduction efforts.
Health and Safety
How Tableau helps in Manufacturing Industry
Key Solution Areas for Tableau
Streamline supply chain efforts by VP of Supply
leveraging dataVPanalytics
of Manufacturing
to have visibility VP of Purchasing Chief Data Officer
Chain/Logistics
into how materials and goods enter and
• Collection of Data from various Insight into your digital supply • Increases agility by bringing together
move through the chain, as well as the •
source
Manage unexpected
disruptions in the supply
•
chain (e.g., pricing and vendor data from disparate internal and
ability to trace
• inputsthe
Interpret anddataoutputs
and make all the chain compliance with quality external sources
• Improved traceability standards and delivery • Cleanses and relates it
way to the hands of the customer. Make
decisions across channels
• interpret data and make schedules), • Provides tools for self-service analytics
the supply chain more sustainable and strategic decisions. • Enabling more strategic vendor by end-users in a visual format.

1. Agile Supply Chain resilient and reduce costs. relationships.

VP of Operations
Use data analytics to drive profitability to VP of Manufacturing Plant Manager Chief Data Officer
manage/synchronize
• Aggregate,manufacturing,
relate, analyze • Turn vast new sources of • Collect data from sensors • Increases agility by bringing
measure and report on operations
and visualize in real-time in data from sensor and IoT and alarms throughout the together data from disparate
internal and external sources
large volumes of structured devices into real insights manufacturing floor to
real-time, and and
forecast quality
unstructured problems
data from from large data sets understand machine trends • Cleanses and relates it
2. Smart before they arise.
multiple data sources and be more proactive with
• Provides tools for self-service
Factories/Manufacturing 4.0 repairs and maintenance;
analytics by end-users in a visual
• Understand patterns of format.
breakdowns by shift and by
line.
Gain insightful analysis and self-discovery
VP of Manufacturing VP of EHS Risk and Compliance Officer Digital Transformation Leader
of safety, security, health and
environmental
• data and
Collects trends.
data from Improve
various • Track, measure and improve • Improve safety and • Democratizes data and
climate-relatedsources
reporting and
of safety gain
and on safety and sustainability sustainability activities, such analytics
environmental programs performance. as materials and labor
3. insights into energy and wastewater • Broadly deployed
• Monitor performance and throughout the organization.
Sustainability/Environment, reduction efforts. compliance incidents. • With its ease of use
Health and Safety • Can be effectively used by
non-technical personnel.
Sample
Dashboard

Link to access the Live Dashboard and change parameters.

https://public.tableau.com/app/profile/christine.pham/viz/CommercialAppliancesSalesDashboard/Dashboard
Sample
Dashboard

Link to access the Live Dashboard and change parameters.

https://public.tableau.com/app/profile/datasenseanalytics/viz/SalesDashboardTemplate/ExecutiveOvervie
w
Sample
Dashboard

Link to access the Live Dashboard and change parameters.

https://public.tableau.com/app/profile/diazjuancarlos/viz/eCommerceMarketStudy/Dashboard1
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
 Google Slides does not
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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
the popularity of its product,
high customer satisfaction
scores and strong roadmap.
GARTNER – MAGIC QUADRANT FOR ANALYTICS AND
BUSINESS INTELLIGENCE PLATFORMS, FEB 2019
strength for Tableau Software
Members
— by a wide margin — with
93% of customers rating these
capabilities as excellent.
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