Helping you understand Tableau’s product list
Have you ever visited Tableau to find more information about their products? You may have heard of Tableau Creator, Explorer, and Viewer; however, those are not actual Tableau products, but rather, role-based licenses that give you different products and capabilities on the platform. In order to have the right combination of Tableau’s offerings for you and your organization, it is important to understand the functionalities and limitations of each.
Confused? Don’t worry! We at Onware Business Solutions are tech geeks – in other words, we love technology. However, we will never purchase new or existing technologies without first learning about it and fully understanding our needs and requirements, and we would never recommend or push you to do the same. We believe Tableau is a great investment to see and understand your data; therefore, we want to help explain each Tableau product to help you make the right decision.
Self-Service Analytics through Tableau Desktop’s drag and drop actions
Tableau Desktop is used to create or author content for visual analytics and data exploration. In addition to allowing you to build connections to multiple data sources, Tableau Desktop implements visual analytics by letting users analyze data through drag and drop actions. Desktop enables you to explore the data and come up with new, visual, ways to answer important business questions. Furthermore, Desktop provides the capability to create interactive dashboards for guided analytics and stories. Desktop can export workbooks to be read using Tableau Reader (see below), or it can publish workbooks, dashboards and data sources to a server or online environment so the rest of the organization can leverage what your work. Tableau Desktop is installed locally on a Windows or Mac computer.
Tableau Prep refers to two products: Tableau Prep Builder, to help you build data flows, and Tableau Prep Conductor, to schedule, monitor, and manage flows across the organization. Prep’s main purpose is as an ETL (extract, transform, load) tool to get data ready for analysis. It allows you to visually combine data from multiple data sources, clean and shape data, and publish flows, extracts, or data source to a server or online environment to serve as a single source of truth for your organization. Tableau Prep Builder is locally installed on a computer, while Prep Conductor is browser based.
Tableau Prep Conductor helps you prep your data for analysis
Tableau Server and Online
Share and collaborate with your organization with Tableau Server and Tableau Online by hosting workbooks, data sources, prep flows, and data extracts published through Tableau Prep or Desktop. Dashboards and workbooks can be connected to live data connections as well as data extracts which can be scheduled to refresh as often as every 15 mins. Tableau Server and Online include productivity and efficiency improvements by allowing you to subscribe to a workbook or dashboard. This means Tableau can send automated emails with your data and a link to the workbook or dashboard right into your inbox at a scheduled time. Furthermore, Tableau Server and Online can send you data alerts when a condition is met – like, when your revenue reaches new record highs.
Author inside your browser in Tableau Server or Tableau Online
One of the main differentiators for Tableau Server and Tableau Online is the ability for web and mobile authoring. End-users can not only interact with your data but can also build upon it and create new analysis if they require more information – all within the browser and with similar functionality as Tableau Desktop.
The other differentiator is both Tableau Server and Tableau Online are enterprise business intelligence solutions with data governance and multi-tiered security features. These include network security, data security, authentication, and authorization so different users viewing the same dashboard will see different results based on their permissions. Moreover, Tableau Server and Online can act as a central source of truth by hosting the metadata that your whole organization uses.
User based permissions in Tableau Server and Tableau Online
Tableau Server and Tableau Online are browser-based products which also are optimized for mobile device accessibility – in fact, there is a mobile app. Now, you may be asking what is the difference between Tableau Server and Tableau Online?
Tableau Server is hosted by the customer, either on their premises or in a public cloud (such as Microsoft Azure or Amazon AWS), while Tableau Online, is hosted and managed by Tableau. In other words, Tableau Online is a Software as a Service (SaaS). This means it is easier to start with Tableau Online as your organization does not need to purchase and maintain new hardware. In addition, hardware optimization, upgrades, facility, staff, system monitoring and system availability is all managed and configured by Tableau. If your organization focuses on security and control or has very large data workloads, Tableau Server on premises is recommended, as it gives your organization full control of everything behind the firewall, like the hardware and software. For a more balanced approach, Tableau Server hosted by the public cloud gives your organization full control of the software; however, you do not need to manage the hardware, and there is potential for unlimited scalability since it is off the cloud. Because Tableau manages everything for you on Tableau Online, the cost is slightly higher than Tableau Server.
Tableau Reader is a free tool that opens packaged workbooks which allows you to view the analysis and the underlying data. Exported packaged workbooks contain static data, therefore, to view analyses with up to date data, a new workbook must be exported and distributed manually. Unlike the other products, Tableau Reader cannot automate data refreshes. Furthermore, there are no security features on packaged workbooks since they cannot be password protected. End users are limited to the functionalities a Desktop user has set up for them – like filters and dashboard actions. As a result, self-service analytics for further analysis of unanswered questions is not available in Tableau Reader. This tool is for local install and cannot open on a mobile device. It is unlikely Tableau Reader will be used in the enterprise as it does not have the security features required for many organizations; however, its use cases include sharing content with a small amount of people.
Tableau Public allows you to share data with the world. In order to share your insights and analysis on Tableau Public, it must be published through Tableau Desktop. However, instead of exporting a workbook and sending it, you publish it to Tableau Public, Tableau’s free cloud service. Like Tableau Reader, the published data is static and there are no automated data refreshes – unless you are using Google Sheets as a live data connection. Furthermore, it has limited security as it is possible to prevent people from downloading and viewing the underlaying data; however, the published workbook or dashboard is available to everyone that has access to the URL. Tableau Public is browser-based instead of local install and it can be opened on any device including mobile. Typically, the use cases for Public include sharing content with the world, for example, media or government entities that want to show COVID-19 information.
Tableau Mobile is a free mobile app for accessing Tableau Server and Tableau Online on your mobile devices. While it is free, Mobile requires a Tableau license in order to use it. Tableau Mobile will automatically cache your favourite views and dashboards for offline viewing.
Embedded Analytics is a specialized version of Tableau Server that integrates Tableau’s powerful BI capabilities directly into your applications, products, and web portals. This offering includes Tableau Server at a reduced rate; however, it is for very specific use cases and is limited to five data sources.
Tableau offers named, role-based licenses that grant access to a range of products and capabilities on the platform.
Tableau Viewer lets users view and interact with the workbooks created by others in Tableau Server, Tableau Online and Tableau Mobile. This role is assigned to users that want to put data at the centre of their conversations because it allows them to interact with dashboards and visualizations to help make informed decisions. Additional functionalities include giving access to users to add comments to workbooks, export visualizations into various formats, download workbook summary data, create subscriptions, and receive data-driven alerts.
Tableau Explorer are comfortable with data and are often interested beyond the confines of pre-built reports dashboards. These users are likely receiving reports from others and combining them to obtain the answers required for deeper analysis. Tableau Explorer has all the functionalities of Tableau Viewer, but also includes the access to workbook creation and authoring capabilities using a web browser or mobile device, as well as a full set of collaboration features.
Tableau Creator includes two products – Tableau Desktop and Tableau Prep Builder – and are for power users in your organization. In other words, they connect to data sources, clean and prepare data, and then conduct complex analysis to create useful reports and dashboards to distribute to others either through emailed workbooks or through Tableau Server or Online. In addition to giving you all the functionalities available under the Explorer license, it also allows users to create and publish new workbooks and dashboards from a new data source, edit embedded data sources in the data pane, and create and publish new data connections.
There are also add-on licenses for additional functionality for Tableau Server and Tableau Online.
Data Management Add-on
Tableau Data Management Add-On
Tableau Data Management add-on provides visibility and control of data in your analytics environment on Tableau Server or Tableau Online by ensuring it is up to date and trusted when it is being used for analysis. The add-on includes Tableau Prep Conductor (see above) and Tableau Catalog, which gives you a complete view of all the data being used in Tableau, like how it is being used and how it is connected to your analytics.
Server Management Add-on
Tableau Server Management Add-on
Tableau Server Management add-on provides enhanced security, manageability, and scalability capabilities for Tableau Server. The add-on allows configuration of workload management for optimization, as well as increases security, reliability and scalability when using Amazon’s AWS. Furthermore, it provides a resource tool for a comprehensive look at the health of the Tableau Server to identify issues, and a content migration tool to copy or migrate content between projects.
Choosing the Right Combination
We hope this can provide you with some additional information to help you decide the right combination of products for you and your organization. If you are still unsure, do not worry, Onware Business Solutions is here to help! Contact us today, and we can work together to help you along your decision-making process and find you the optimal mix of products.