Who is Tableau for

and how can it help you and your organization?

All rights reserved. © 2008
2009 Tableau Software Inc.
What is Tableau Software
and
d how
h can it
i help
h l you??
• You work for a large organization with hundreds or thousands of
employees.

• Your organization has many silos, divisions, departments,

standards,
t d d iinitiatives,
iti ti roadblocks,
dbl k politics,
liti andd players.
l

• You are being asked to standardize on a big, slow-moving heavy

duty BI package.

• You’ve also heard of Tableau Software, but are not quite sure
what it does or how it can help you.

• The following narrative will help answer this question.

All rights reserved. © 2009 Tableau Software Inc.

Tableau is for…
for

• IT
• Human Resources
• Business Development
• CIO
• Product Development
• Sales Management
• Product Management
• Database Architects
• Finance
• Marketing
• Manufacturing Plants

• Anyone who needs to see and understand data

All rights reserved. © 2009 Tableau Software Inc.
Tableau is for IT
Tableau is for John. John is the Director of IT, and reports to the CIO. John has years of experience
with enterprise software and the appropriate level of cynicism. He knows how projects spin out of
control or never get finished
finished. John was looking for a solution that would allow his department to
succeed. After extensive evaluations of BI vendors, John sees that Tableau provides the same level of
success at a fraction of the total cost of ownership without any compromises to value or functionality.

AAA Allied Group

“Before, they only got information

at a very micro level, and as we’ve
been rolling out broader-range
reports that allow them to drill
down to the information, they see
the information in a more macro
viewpoint, and it gives them more
appreciation for the rest of the
business.”

Robert Pickering
VP Information Services
AAA Allied Groupp

All rights reserved. © 2009 Tableau Software Inc.

Tableau is for Human Resources
Tableau is for Roberta. Roberta is the VP of Human Resources. She needs both automated report
delivery as well as ad-hoc power analytics. In addition to providing accurate, real-time standardized
web templates to the entire company via the sharepoint portal,
portal Roberta can also use Tableau Desktop
to perform extensive analytics for what-if scenarios and other visualizations specific to her department.

Potential Review Area: Termination Potential Review Area: Performance Rating Profile Department

Title Supervisor
Admin Barnes-Jewish
Call Center
Departme.. Asssistant Coordinator Manager 15
Marketing
g Hospital
p
Admin Mgmt
Call Sales
Center 10 Tech Support

Marketing Warehouse Barnes-Jewish

Mgmt
5 Avg. Tenure in Years
Hospital (BJH) was
Sales
Tech 2.78 13.70
able to produce a
Support
Warehou..
0
Performance Rating stable and robust
A

0 2 4 0 2 4 0 2 4 B technology platform,
# of Employees # of Employees # of Employees C
coupled with data
Action (group)
Potential Review Area: Part-time Employees' Performance
Ratings
Monthly Hiring Trends
Hire, Rehire visualization
Action Date Promote

150
Full/Part Time
2007 Terminate
products, to improve
40

100
Transfer
BJH’s Labor
30
Productivity system in
50

0
20
just 70 days.
100%
10

0
50%

26.09%
0% 14.29%
Full-Time Part-Time

All rights reserved. © 2009 Tableau Software Inc.

Tableau is for Business Development
Tableau embraces Mary. Mary is the Director of Business Development in the emerging markets
group, and needs fast access to up-to-date information. She uses Tableau Desktop to connect to live
data in real
real-time.
time Her results are published as static reports or live via Tableau Server
Server. Mary uses
Tableau’s extensive formatting and output options to make beautiful and flawless visualizations. Due to
her fast-moving nature, Mary has no patience waiting for IT to create pixel perfect report templates.
Current Pipeline Actual vs. Forecast Analysis by Sales Rep INDUSTRY NAME

Eastern Alan Jackson

Gail Erickson
Automotive
Fi
Financial
i lSServices
i
FiberTower
Charles Thompson Jose Curry
Julie Jones Vincent Vaghee Healthcare
Lorraine Peterson Charles Thompson
Automotive Christophe Attiga Manufacturing
Mark Borders Mark Borders
Roy Colombana
Timothy Jones Average
Nelson Zenarosa
Julie Jones
Retail
“Five minutes into
Alan Jackson Timothy Jones Sum of Actual - Esti..
Charles Thompson
Julie Jones
Sue Anthony
David Wall using Tableau we
Lorraine Peterson -2M 252,018
Financial
Services
Lorraine Peterson
Timothy Jones
Tom Vanbuskirk
Tom Vanbuskirk
Roy Colombana
Sharon Bartolomei
knew we had found a
Yolanda Wenz
William Conner
Yolanda Wenz Average
Shannon Green
Gretchen Yeo
mission critical
Lorraine Peterson Crystal McCafferty

Healthcare
Mark Borders
Roy Colombana
Silvia Walker
Mary Vaca
Mary Smith
product. The return
Timothy Jones
Tom Vanbuskirk
Yolanda Wenz Average
William Conner
Abigail Gonzalez
Blake Amick
on our investment in
Alan Jackson Threshold: -$450,000 Ken Hedrick
Charles Thompson
Julie Jones
-1500K -1000K -500K 0K 500K Tableau occurred
Manufacturing
Mark Borders
Roy Colombana
Timothy Jones Average
Actual Minus Estimated

Distrib tion of Deal Size

Distribution Si e
during our first project
Alan Jackson
Julie Jones Automotive Financial S.. Healthcare Manufactur.. Retail investment."
Lorraine Peterson 0K to 100K 17.15% 13.09% 14.98% 12.89% 6.10%
Retail Mark Borders
Roy Colombana 100K to 200K 6.87% 5.38% 4.18% 3.90% 2.33%
Timothy Jones
Tom Vanbuskirk Average
200K to 300K
300K to 400K
2.33%
0.88%
1.53%
0.80%
0.96%
0.64%
2.41%
0.40%
0.56%
0.36%
David Leeds
0M 2M 4M 6M 8M 10M 400K to 500K 0.36% 0.16% 0.16% 0.08% 0.16% VP, Sales Operations
Estimated Value 500K to 600K 0.08% 0.12% 0.04% 0.04% 0.20%

OPPORTUNITY STEP NAME TERRITORY NAME

600K to 700K 0.12% 0.04% 0.04% FiberTower
700K to 800K 0.16%
0 16% 0 04%
0.04% 0 04%
0.04%
1 - Qualify Central 800K t0 900K 0.04% 0.04%
2 - Need Analysis Eastern 900K to 1,00.. 0.12% 0.04% 0.08%
3 - Proposal Western > 1100K 0.04% 0.04%
4 - Terms & Conditions 0% 30% 0% 30% 0% 30% 0% 30% 0% 30%
Percent of I.. Percent of I.. Percent of I.. Percent of I.. Percent of I..

All rights reserved. © 2009 Tableau Software Inc.

Tableau is for the CIO
Tableau is for Jorge. Jorge is the CIO and needs a live, dynamic dashboard which gives him a
daily overview of the entire company. Jorge knows that Tableau can connect to multiple data-sources
in real-time
real time and present that information in a visually compelling and concise manner
manner. He also sees
how the licensing and implementation costs for Tableau practically paid for themselves in no time.

Blastrac Manufacturing

“Tableau made an
instant and dramatic
improvement in how we
distribute reports and
analytics. As a result,
we’re all understanding
emerging issues sooner
and solving them faster.”

Dan Murray
VP & CIO

All rights reserved. © 2009 Tableau Software Inc.

Tableau is for Product Development
Tableau helps Xiu. Xiu is a scientist in the product development group. He uses Tableau to
perform advanced analysis on various test results. Tableau gives him multiple chart types, regression
modeling built
modeling, built-in
in and custom calculations
calculations, various cohort models
models, and complete control over the data
he works with.

University of Washington

"On a tight schedule, we

needed to understand the
detailed runtime behavior of
a large parallel system with
almost
l t 100 processes. WWe
used Tableau to visualize our
logs and almost immediately
gained the insights that we
needed. This tool greatly
g y
improved our productivity."

Magdalena Balazinska
Assistant Professor, Department
p
of Computer Science and
Engineering

All rights reserved. © 2009 Tableau Software Inc.

Tableau is for Sales Management
Tableau works for Rick. Rick is a regional sales director who doesn’t have time to connect to
proprietary systems. He is on the road and needs instant access to sales figures and customer history.
Tableau allows him to connect to web views in real
real-time.
time However,
However he can also securely pull down
portable workbooks with the same information which allows him to be offline yet connected.

Icepharma

"I can't work with data without

Tableau now, this is after having
the software only for a few days!
Best software I have ever used,
looking forward to see what you
come up with in future releases."

Hermann Arsaelsson
Director, Sales

All rights reserved. © 2009 Tableau Software Inc.

Tableau is for Product Management
Tableau is for Kevin. Kevin is a product manager who is constantly examining product trends in
terms of costs, sales, customer purchase patterns, survey preferences and customer demographics.
He needs an analytical tool that is as fast as he is – it needs to respond instantly to his “what
what if
if”
questions and to his investigations of outliers and exceptions. It must connect to many data sources
including customer data, survey data - often all at the same time.
Product
Product Analysis Garagemate HTM Corporation
SharpieNuts
Marketing Costs vs. Products Overall General Interests Subskater

60
Survey Date / Survey State UltraComber
“People using Excel
Avg. January February March April May June Product
Interest
Level
40
300
Euthapet PivotTables for analysis take
20 Garagemate
0 SallySkink note. If you use Tableau
Moving
Average of
200K 200 SharpieNuts
Subskater
once, yyou’ll never use an
Avg.
Marketing
100K
100
UltraComber
Excel PivotTable again.
Expense
0K
0
Tableau is great for analysis
Jun 1 08 Sep 1 08 Dec 1 08
Survey Date and even makes the work
Tracking Product Fads and Their Cross-Tab fun.”
Durations!
Age Month of Grand
Garage
Garage.. Sharpie
Sharpie.. Subska
Subska.. UltraCo
UltraCo..
Group Survey Date Total
100 Less than
25
January
February
24.83
26.83
29.33
31.50
29.50
31.75
22.17
23.83
26.69
28.73 Bill Attridge
March 43.04 51.21 35.95 36.50 41.92
April
May
47.20
54.69
56.30
57.31
41.00
45.25
40.25
47.25
46.19
51.13
President
June 45.75 46.63 42.50 39.25 43.53
Total 44.10 50.13 38.66 37.84 42.68
25 - 49 January 46.80 55.80 35.63 36.60 44.13
50 February 49.80 59.30 38.00 38.90 46.95
March 52.63 62.75 44.20 41.00 50.40
April 59.75 71.30 48.15 46.85 56.51
May 69.94 83.56 58.31 55.06 66.72
June 64.38 76.75 54.50 50.50 61.53
Total 57.48 68.57 47.56 45.01 54.82
50 + January 22.00 26.13 11.13 21.13 20.09
February 24.00 28.63 12.50 24.00 22.28
March 26.25 31.08 14.60 25.71 24.84
0 April 28.15 33.30 15.90 26.90 26.06
May 33.69 39.88 20.44 38.06 33.02
Feb 1 08 Aug 1 08 Feb 1 09 June 27.75 32.75 15.25 27.88 25.91
Total 27.64 32.74 15.60 27.95 26.11
Survey Date Grand Total 43.29 50.77 33.94 37.05 41.35

All rights reserved. © 2009 Tableau Software Inc.

Tableau is for Database Architects
Tableau is for Johann. Johann is a DBA in the IT department, and manages all of the data
warehousing needs. He uses many different database tools, but Tableau is one of his favorites
because it provides a clean
clean, elegant view into his data models
models. Tableau helps him identify data
modeling problems, data entry corruptions, and other common issues. He also uses Tableau to
create data connection files for use by all other departments, which allows the knowledge of how to
analyze information to correctly spread outward from experts such as Johann to the end-users.

Bourne Leisure

“Data validation and user testing are often

difficult and time-consuming phases of large
IT deployment
d l t projects.
j t B Butt iin our case, we
used Tableau and it was a lifesaver.

Yes, Tableau is great for users to analyze

in-production
p databases but IT teams can
benefit by using it to analyze and diagnose
databases before they go in-production.”

John Hegarty
Head of Business Support
pp

All rights reserved. © 2009 Tableau Software Inc.

Tableau is for Finance
Tableau is for Jim. Jim is the Director of Finance. He’s constantly examining finance data, expense
data, revenue data, etc. He needs to see different kinds of roll-ups across different time periods.
Tableau makes creating and maintaining roll-ups
roll ups easy.
easy Jim is also saved from writing complex
formulas for period over period analysis or for rates of change because those are built-in too.

Stahl Holdings BV

"Tableau
"T bl i a powerful,
is f l yett
easy to use tool that reveals
insights on data which were
not possible before. Our
business analysts
y spend
p
more time on analysis in
completely different ways
without the need to spend
time collecting and
managing data in different
views.”

Christ Damon
Group Finance Director

All rights reserved. © 2009 Tableau Software Inc.

Tableau is for Marketing
Tableau is for Christine. Christine is Marketing Manager. Now more than ever, Christine has to
manage her marketing budget and prove that her investments are returning hard results to the
company So she watches every metric imaginable: click through rates on her AdWords campaigns,
company. campaigns
website behavior and web analytics, leads generated from her direct marketing efforts, etc. Christine
can rapidly create the reports and dashboards she needs without having to wait for IT.

Goodwill Industries

“I installed your demo last

night. What an experience.
Within 10 minutes, without
ever using the product
product, I
was able to generate the
analysis we have wanted for
more than 2 years. Nobody
had the time to figure it out
i E
in Excel.
l T
Tableau
bl rocks!
k !

Noah Austin
Director of Marketing

All rights reserved. © 2009 Tableau Software Inc.

Tableau is for Manufacturing
Tableau is for Joseph, General Manager. Joe doesn’t have time for hard-to-use BI systems that
produce endless streams of reports. He needs one view across multiple data sources highlighting
obvious exceptions and issues with manufacturing lines
lines, orders
orders, shipments
shipments, etc
etc. Tableau provides
him dashboards that are not only easy to build and use but that also provide live data from his
operational systems.

Amco International

“When we went looking for an

internal reporting and
business dashboard solution,
we chose Tableau
Tableau. Tableau’s
Tableau s
solution is just unbeatable: it’s
fast and easy for IT to deploy
and maintain, it provides high
return on our investment,
managementt can finally
fi ll see
what’s happening across the
company, and our people love
how easy it is to produce
results.”
esu s

Ricardo Amper
CEO

All rights reserved. © 2009 Tableau Software Inc.

 Customers: 3,000+ Companies Strong
Advertising and Marketing Energy & Utilities Insurance Pharamceutical Service and Outsourcing
Avenue A | Razorfish Atomic Energy of Canada AAA Allied Group Alza Pharmaceutical ADP
DoubleClick Duke Energy Corporation Amica Cephalon Computer Information Concepts
Draft FCB Louisville Water Company Esurance Eli Lilly EDS
Olgilvy Omaha Public Power District Marsh & McLennan Johnson & Johnson Hmetrix
Predicta Brazil Saudi Aramco Mutual of Omaha McKesson Madrona Solutions Group
The Martin Agency TXU Nationwide Insurance Merck Oco
Williams Midstream Progressive Novo Nordisk StrategicOne
Banking and Finance WindLogics The Regence Group Pfizer Wolters Kluwer
Bank of America Sanofi Aventis
Barclays Global
Engineering and Construction Investment and Brokerage Technology
Citigroup Bechtel Corporation Bridgewater Associates Government and Public Sector Adobe
Draft FCB Group Beezer Homes Charles Schwab Australia Attorney General AOL
EverBank Direct Kiewit Corporation Dundee Securities DC Government BEA Systems
Fifth Third Bank McGraw-Hill Construction Merrill Lynch Federal Aviation Administration (FAA) CNET Networks
Greater Iowa Credit Union St. Onge Company National Financial Partners Government of Canada eBay
Wells Fargo Financial Information New Enterprise Associates National Science Foundation Electronic Arts
Dunn & Bradstreet RBC Dain Rauscher NSA - National Security Agency ESRI
Charities Equifax Rosenblatt Securities NYC Department of Education Google
British Red Cross Fannie Mae Stone Castle Partners Pacific Northwest National Lab (PNNL) HP
Christian Relief Services Charities HTM Corporation Manufacturing SOCOM - US Special Ops Command IBM
DC Children & Youth Inv. Trust Corp. Moodys Investors Service Air Products US Air Force Microsoft
Goodwill Industries Scottish Re Alcoa US Army MySQL
United Way of Rock River Valley Standard and Poor's Boeing US Bureau of Land Management Novell
World Vision D
Dow Ch
Chemical
i l US Department of Agriculture (USDA) Pay Pal
Food and Beverage US Department of Justice VMWare
Communications Chicken of the Sea Hitachi
Honda US Department of the Navy TechNexxus
Bell Canada Nestlé
Jabil Circuit Veteran's Benefit Association (VBA) Travel & Leisure
Bell South Prairie Berry Winery
FiberTower Sierra Nevada Brewing Company KLA Tencor Research & Development Alaska Airlines
Lucent Starbucks Coffee Lockheed Martin Bayer CropScience Bourne Leisure
Mitel Networks Corporation The Coca-Cola Company Pratt & Whitney Boeing Phantomworks Celebrity Cruise Lines
Motorola Turkey Hill Dairy Ricoh General Electric Global Research Expedia
Sprint Sony Lawrence Livermore Labs Royal Caribbean Cruise Lines
T-Mobile
T Mobile
Healthcare Steelcase MITRE Sandiego com
Sandiego.com
Barnes Jewish Hospital Toyota National Institute of Health
Telstra Universities and Colleges
Blue Cross Blue Shield of Alabama National Reconnaissance Office
Verizon Communications Media and Entertainment Appalachian State University
Caremark National Visualization Analytics Center
Consulting and Legal Good Shepherd Medical Center CNET Networks Chemetka Community College
Baker & McKenzie Discovery Communications Pacific Northwest National Labs Cornell University
Harvard Medical School Quest Diagnostics
Booz Allen Hamilton Johnson & Johnson Dow Jones and Company DePaul University
Clorox Company Kaleida Health Epic Games Retail Duke University
Cornerstone Research LSU Health Sciences Microsoft Xbox Amazon.com Georgetown University
Deloitte & Touche LLP Roche Diagnostics New York Times Barnes & Noble Johns Hopkins University
Electronic Data Systems Corporation St Jude Children's
St. Children s Research O'Reillyy Media Borders London School of Economics
Ernst & Young University of Miami Medical Center Sony Caremark CVS Ohio State University
McKinsey & Company Wake Forest Health Sciences TiVo Lowe's Pitzer College
Mercer Univision MAPCO Providence College
Norbridge Pilot Travel LLC San Diego State University
Safeway University College- Dublin
Walmart University of North Carolina – Chapel Hill
Wet Seal
All rights reserved. © 2009 Tableau Software Inc.
Tableau Software, Inc.

Mission: Help people see & understand data Customers

+ Google
Based on a breakthrough from Stanford University, Tableau + Allstate
makes visual analytics and rapid-fire business intelligence
+ Cornell
software that delivers:
+ Harvard
• 10-100X productivity improvements
+ Apple
• amazing multi-dimensional discoveries
+ NSA
• web analytics at 1/10th the cost of a “BI
BI Platform
Platform”
+ Microsoft
+ 1,000’s more
In a new era of BI, Tableau:
• is infrastructure light
• is IT and analyst appropriate Key Partners
• works when you have fast databases and when you don’t + Oracle OEM
+ Microsoft Gold Certified
+ Teradata Partner

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