Extract and visiualize your data with Tableau

August 26, 2021
August 25, 2021
Jakub Hanák

From data to information

In today’s world, data and the insights we can take from them are and will be the greatest asset of the 21st century (some say it is like new oil), and having tools to make that process easy is key. In addition, more and more employees will need to have a greater knowledge of how to work with data, understand them and take insights from them as everyone works with data on a daily basis. The need for self-service analytics where users have access to the right data at the right time is more important than ever because what is needed today might be very different from what will be needed tomorrow.  


Today, even the smallest businesses generate tons of data every single day. This volume might be overwhelming and we can easily find ourselves lost in these piles of data. Some of these data help you with day-to-day operations or strategic decisions, but some of them are just a mess that is diverting your focus away from what is really important.  


And these data do help you make better and faster decisions. But only if we take the data and turn them into information. Information about your processes, customers or employees. To be able to do that, you need a tool that will collect, transform, clean and visualize your data and create a piece of information. And that is where Tableau excels.  


What is Tableau?

Tableau is robust business intelligence and visual analytics platform that helps with simplifying raw data into a very easily understandable format, data manipulation and it empowers users on any level in an organization thanks to the ability to solve problems through data and insights. Tableau doesn’t require technical or programming skills to create beautiful and informative dashboards for day-to-day operations or long-term decisions. But if you are a fan of Python or R scripts, you can include them in your analytic process.  

And how does it work? Connect to multiple data sources, from a simple excel sheet to a complex cloud database like Snowflake. Extract and prepare data that you will need for your analysis.

Analyze your data from different perspectives using different chart types and data combinations until you find an insight that will help you with a crucial decision or until you create a perfect dashboard that you will use every day.

Tableau is crafted in such a way that all kinds of charts, plots, and graphs with different designs can be positioned simultaneously within one dashboard or story. You can create anything from a simple bar chart to complex map layers, all in just a few clicks.  

Why did Enehano choose Tableau?

As you already know, we are Salesforce enthusiasts and experts. Two years ago, Salesforce acquired Tableau, so when we were evaluating which tool to use internally, Tableau was an obvious choice, as it became part of our beloved ecosystem. But this was not the only reason. The second and maybe the primary reason is that

Tableau is arguably the best tool on the market that fulfills all our requirements and as we are diving deeper and deeper into its functionality, it has become an addiction. In a good way, of course.

You may ask why we don’t use Salesforce reporting as it is our beloved platform, and that is a very good question. We use Salesforce native reporting as much as we can, but there are limitations. Salesforce reports only use data stored in Salesforce platform, but in some cases, we need to enhance our Salesforce data with data from a different source (like an Excel file, because it is Excel and who doesn’t use Excel) and that is not possible within Salesforce itself. Or we need to create some advanced calculations. In all these cases, a BI tool like Tableau makes your life easier and your insights more powerful. It doesn’t mean that we have stopped using Salesforce reporting, it is still valuable in a lot of cases and the best approach is to combine these options based on your use case.  

How can Tableau help you?

Tableau can provide you with value, no matter if you are a small business with 30 employees or a multinational company with thousands of users. The main benefits of using Tableau are the following: bringing multiple data sources into a single point of truth, performing basic ETL (extract-transform-load) operations (like data cleansing, grouping, aggregations and much more), providing beautiful and colorful reports and dashboards to anyone within your organization, conducting exploratory analysis at the speed of thought, automating repetitive manual tasks and controlling access to your data.

One benefit that we would like to stress above all benefits mentioned previously is the availability of self-service analytics without any programming knowledge or previous experience.

Anyone in your organization, after proper training, can easily create and share valuable insights found in the flood of data all around us thanks to this powerful tool. And that is the way forward.  

Enehano Solutions became a Tableau partner so we can help you find your benefits within Tableau platform and help you gain as many insights from your data as possible to make the best decision that will help you find the right direction.  

If you want more information, please, do not hasitate to contact us.

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