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4 Benefits of Leveraging Tableau

Joel Correa, Senior Manager Technology, Ugam,


When it comes to sharing research insights and deliverables with clients, there’s no question we’ve evolved since the days of bare bones tables. Today, the most popular approach for sharing trends, data, and insights is PowerPoint, but the question still remains – have we found the most powerful and flexible medium to deliver research results to newly, data-hungry enterprises?

PowerPoint will continue to be the dominant standard of research delivery for the near future, but the quest for a more elegant delivery mechanism remains. So far, companies have been happy with limited reporting capabilities. However, in the age of Big Data, there’s pressure to generate meaningful insights instantly in a clear and concise way. Now more than ever, companies understand the value of data, and with the expanding amount that’s generated by companies of all sizes, the need to quickly draw actionable insights with visual appeal will only grow from here.

One tool that comes up every so often is Tableau. In most cases, these requests come from enterprise research buyers, but few research companies actually understand the benefit of this delivery method. Tableau is the most dominant do-it-yourself (DIY) business intelligence (BI) tool currently available in today’s market, and we predict that in the next five years, it will cement itself as a standard for data visualization and reporting in the enterprise.

Not familiar with the benefits of Tableau? We’ve identified the most appealing features of the application just for you:
  1. Tableau clearly and beautifully visualizes your data 
    At it’s core, Tableau is a data visualization tool. It has the ability to tell stories with simple visualizations, making it easy for your clients to understand. For those who haven’t yet experienced Tableau’s visualization capabilities, visit the visual gallery here.  
  2. Tableau is easy to use (you won’t even need help from IT)
    Unlike other BI tools, Tableau makes it easy for users to use on a regular basis. You can go from novice to expert without IT assistance. The desktop application is a simple authoring tool for creating your reports – you can download, install, and connect to your data sources with little to no IT assistance. 
  3. Tableau has an excellent user-experience
    If you have intermediate Excel skills, it will be very easy for you learn the ins and outs of Tableau. The quick learning curve allows you to play with much larger data sets at lightning-fast speeds. The familiar drag-and-drop interface makes it similar to Excel and, again, the visualization options are abundant. 
  4. Tableau can handle large amounts of data
    Tableau has the ability to produce reports on extremely large sets of data without drastically affecting network performance. Support for native SPSS, Excel, and big data sources is already present in Tableau. Tableau can even connect to live data sources and feed enterprise users real-time results on key business metrics.
There’s no question that tools like PowerPoint will be around for a long time, but with applications like Tableau offering simple, visual data representations, it’s inevitable that enterprises will increasingly see it’s value. As large enterprises continue to employ analysts and data scientists to dig into volumes of data, Tableau has the potential to become the central point of business intelligence. It’s important that research firms become familiar with popular BI tools like Tableau, so they can continue to offer high value insights for clients of all sizes.

Content from this article originally appeared in CASRO in September 2015.  











The Author:
Joel Correa is a senior manager at Ugam and has a history of successful technology initiatives within the market research industry. He holds a bachelor’s degree in engineering and an MBA in IT systems from Mumbai University.



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