visualization focusing on business intelligence. This video is brought to you by TechnologyAdvice.

Our mission is to educate, advise and connect buyers of business technology and one of the

ways we do so is by providing unbiased reviews.

This video review is for Tableau, software that helps companies connect to almost any

database, drag and drop to create visualizations, and share with a click.. The Goal of Tableau

is to make big data accessible to ordinary people.

Tableau is a software company that currently offers three soltuions, Desktop, server, and

online. By presenting data through software that uses the latest technologies, Tableau

aims to assist their clients in using data to solve their problems.

There are two main configuration options for Tableau., Tableau Server is an on-premise

installation and is geared primarily for companies looking for more specific integrations such

as core licensing or custom branding. First up we’re going to take a quick peek

at Tableau online, the cloud version of the platform.

This opportunity Dashboard is data collected from Salesforce. Here users can see a variety

of information based on various leads by location, type, and industry. There’s also a neat

chart that displays opportunities and win rate. The data can be easily filtered based

on creation date and the status of an opportunity.

Across the top users can choose to download the data or subscribe to a specific dashboard.

It’s also possible to refresh data in the dashboard or even pause automatic updates.

Users also have the ability to share the dashboard as an image, data, or PDF. You can edit a

specific window and determine dimensions, measures, columns, and rows alongside a variety

of information. These customizations are really helpful for users trying to see exactly what

they’d like to get out of Salesforce. Sorting data by deal size, win rate, and more can

be really helpful to determine future sales strategies. Lastly, users can choose between

remembering changes to different windows or sharing the dashboard.

The next Salesforce dashboard accessible for users is the sales dashboard. It’s here

that users can drill down into which sales teams or sales people are most effectively

closing deals. Total sales and average deal size across the top give helpful insights

into the sales pipeline. Similarly to the previous dashboard, users can choose the edit

button at the top and zoom into various windows to see much more specific data about their

previous sales.

Another simple but powerful integration is with Google Analytics. The first dashboard

entitled traffic trends breaks down web traffic over time and by geography. The second called

page metrics looks at traffic to web pages and sections. Users can easily point at their

own data by choosing "connect to data" and following the on-screen instructions to replace

the data sources and customize the dashboard.

Lastly Tableau can be used to build custom dashboards such as SAT performance, oil well

management, home runs, and more. It’s often as simple as plugging in an .xlsx excel document

with the data you intend to visualize.

Made for enterprises, Tableau is available for a high-price point.

A few limitation we noticed and confirmed from reviews on our website is the application

can be sluggish when paired with large amounts of data. Also formatting can be relatively

difficult when trynig to create a page that looks differently than their initial templates.

In summary, Tableau helps businesses: 2) Better see and understand their data

3) Help anyone see and understand their data 1) Drag and drop visualization that can be

shared with a click

To find out more about Tableau or other business intelligence software, check out our website

where we can help you find technology that will fit the needs of your work.

Thanks for watching!