Skip to main content

Get to Know Tableau

Learning Objectives

After completing this unit, you’ll be able to:

  • Explain why so many organizations face problems with data.
  • Explain how Tableau helps customers see and understand their data.

Tableau Products Put People First

Tableau products are designed to help people see and understand data—the most critical word being people. We believe that people are a company’s greatest asset, and the data that companies spend millions of dollars capturing, curating, cleaning, and storing can be used to make people even more valuable. The goal is getting data into the hands of the people who know the business; that’s when the magic happens. Historically, data and analysis has been limited to those with specific technical skills and knowledge. We want to give everyone the ability to think, act, and deliver—to use data to make better decisions.

Tableau is the analytics platform people love to use. We offer the intuitive user experience, breadth and depth of powerful analysis, and governance and security you expect from an enterprise-grade platform. This enables users across all skill levels to benefit from Tableau. Because Tableau is part of Salesforce, we’re able to help even more people see, understand, and act on their data. 

The Problem with Data

In our age of digital transformation, everyone agrees that putting data at the center of conversations can drive change—but it’s not always easy. Working with data always has its challenges.

  • Volume of data: Data is everywhere, and so is the demand to access and analyze it. But now, the volume of data is so massive and decentralized that organizations must innovate to effectively gather, curate, understand, and make use of it.
  • Diversity of data: Organizations are collecting, processing, and analyzing more diverse data than ever before. Data is coming from software applications, cloud data sources, on-premises data sources, and internal products. With data formats multiplying, organizations need a wide array of connectors to make use of them.
  • State of data: More and more people are collaborating with data, breaking down data silos across organizations, and discovering new insights that drive impact. At the same time, we are seeing more data that, in its state of collection, is not ready for or meant for analysis. In many cases, there is a significant gap between the optimal states of the data for efficient capture and effective analysis, whether it’s the structure, format, or lack of business context. Data often needs cleaning and curation—for example, healthcare data that requires business rules or claim types—before analysis.

Tableau Is the World’s Leading Analytics Platform

When it comes to elevating people with the power of data, only Tableau combines a laser focus on how people see and understand data with the kind of robust, scalable platform you need to run even the world’s largest organizations. Tableau provides enterprise-wide analytics for all your data with an integrated platform, flexibility to connect to all kinds of data on-premises or in the cloud, and a strong security and governance model. As part of Salesforce, Tableau natively connects to your CRM data to speed the creation of powerful visualizations. 

Let's see how the Tableau platform helps you turn your data into insights that drive action—while making your IT team happy, too.

AI Is Changing Everything, Including Decision Making

AI has disrupted most organizations’ data strategies–bringing in a new era where seeing and understanding data is more important than ever. AI can bring insights where you work to help you make better decisions. How can companies make decisions on trusted data at scale? Delivering the right data to fuel analytics success begins with analytics and business intelligence tools that are easy to use, can automate data discovery and management, elevate the right context at the right time, and support a trusted self-service experience across the enterprise. 

With Tableau, Salesforce’s analytics portfolio, organizations can:

  • Provide intuitive data experiences for everyone
  • Bring confidence and trust in all your data
  • Easily scale with an open and flexible platform

Let’s take a closer look at each of these.

Intuitive Data Experiences for Everyone

Interactive, visual analysis lets you untangle thorny business questions and quickly get to the insights that propel your business forward. Powered by our patented VizQL technology, natural language, and AI-driven statistical capabilities, Tableau gives you powerful analytics to ask deeper questions and deliver more meaningful answers. Jump into easy data exploration with AI-powered analytical assistance and Einstein's insights built in to make better decisions. Advanced data management functionality accelerates your team’s data exploration by helping ensure your data is always clean, discoverable, and dependable.  

Confidence and Trust in All Your Data

Make secure, trusted data available where you need it, while ensuring visibility and control. Data is critical to your business, so your analytics platform needs to be secure, governed, scalable, and reliable. From compliance and security to management and monitoring, Tableau provides a robust suite of built-in capabilities to support the needs of your business. Tableau also offers the ability to integrate with systems you’ve already put into place.

An Open and Flexible Platform to Easily Scale

Build and scale data architecture your way with reusable models and analytics. Your specific data needs are unique. We built Tableau with the flexibility to work within your enterprise architecture and data ecosystem both today, and as your technology investments evolve. Connect to your data wherever it’s stored. Conduct live queries or use extracts. Deploy on-prem or in the cloud. Choose Windows, Linux, or macOS. Work with your data your way. Say goodbye to siloed data that is inaccessible to those who need it to drive your business. 

The real power of Tableau can be seen when you take a step back and look at the depth of our platform.

Graphic showing the depth of the Tableau platform with sections for deployment, data connection, data management, Einstein trust layer, AI and ML, advanced analytics engine, and intuitive data experiences to engage, understand, and act

Resources

在 Salesforce 帮助中分享 Trailhead 反馈

我们很想听听您使用 Trailhead 的经验——您现在可以随时从 Salesforce 帮助网站访问新的反馈表单。

了解更多 继续分享反馈