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Tableau stock down almost 50%

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Re: Tableau stock down almost 50%

#151

Post by jamesblonde »

PaulHoule wrote: post #72
gomox wrote: post #61

Earlier quoted context omitted.

Tableau is a surprisingly good desktop application for business intelligence and analytics that, IMO, grew too big for its own good. You plug it into data (spreadsheets, databases, you name it) and it makes it very simple (drag-and-drop simple) to crunch some numbers and produce interesting graphs, visualizations and analysis. Some clever stuff they had was (early-RoR-style) guessing of data semantics based on heuris…

It's a pretty good product but everybody and his brother sells analytics and visualization tools, most of the companies that have been around a while sell a few different tools since they've grown by acquisition. Tableau is more differentiated than it looks, but it doesn't look very differentiated. If Microsoft ever gets around to making many of the "smart" features in Excel actually work (i.e. csv import and automat…

Have you seen Apache Zeppelin? For many use cases, I reckon it's a cheap alternative to Tableau. Any opinions on this?

Re: Tableau stock down almost 50%

#152

Post by greggyb »

TheLogothete wrote: post #144
jonknee wrote: post #127

Earlier quoted context omitted.

It would make a nice acquisition for Microsoft...

Not after all the investment in powerbi, sadly.

About the time Power BI was hitting general availability, Microsoft was announcing the acquisition of Datazen, an alternative mobile dashboarding solution. Both technologies are components of SSRS in SQL Server 2016.

Acquisitions aren't out of the question where MS BI is concerned, even with apparent conflicts in product.

Re: Tableau stock down almost 50%

#153

Post by pinaceae »

tootie wrote: post #44
pinaceae wrote: post #5

huge corrections under way, guarantee this is not the end, just the beginning. unicorn slaughter. upside: expect house prices in the SF bay area to become more affordable.

Tableau and LinkedIn aren't exactly early-stage startups. They have pretty established businesses.

An established business should be self-sustaining, hence profitable.

Tableau is not, LinkedIn P/E is north of 1000.

But being profitable, that is just crazy talk.

Re: Tableau stock down almost 50%

#154

Post by greggyb »

gomox wrote: post #88
PaulHoule wrote: post #72

Earlier quoted context omitted.

It's a pretty good product but everybody and his brother sells analytics and visualization tools, most of the companies that have been around a while sell a few different tools since they've grown by acquisition. Tableau is more differentiated than it looks, but it doesn't look very differentiated. If Microsoft ever gets around to making many of the "smart" features in Excel actually work (i.e. csv import and automat…

Honestly I have never used anything similar to Tableau in the balance of "straight-forwardness" and quality of results. My use case is: here's some data, let's take a look at it and make some decent graphs including any sort of comparative analysis. Excel is... well, Excel. The kitchen sink bundled in it contains pivot tables. Graphs are hideous out of the box, and very limited. Apple Numbers makes cute looking graph…

Power BI is Microsoft's answer to Tableau. You can judge on how well it achieves this. There's a free (as in beer) standalone Windows desktop application, and an Azure-hosted collaboration and hosting portal.

Re: Tableau stock down almost 50%

#156

Post by holdenk »

jamesblonde wrote: post #151
PaulHoule wrote: post #72

Earlier quoted context omitted.

It's a pretty good product but everybody and his brother sells analytics and visualization tools, most of the companies that have been around a while sell a few different tools since they've grown by acquisition. Tableau is more differentiated than it looks, but it doesn't look very differentiated. If Microsoft ever gets around to making many of the "smart" features in Excel actually work (i.e. csv import and automat…

Have you seen Apache Zeppelin? For many use cases, I reckon it's a cheap alternative to Tableau. Any opinions on this?

Zeppelin is really neat, but still quite early stage (I can't even export notebooks :( ). For day to day use & teaching I've had good results with Jupyter + Spark

Re: Tableau stock down almost 50%

#157

Post by greggyb »

TheLogothete wrote: post #147
cscharenberg wrote: post #71

Earlier quoted context omitted.

The product is awesome. I made some really neat visualizations and analyses with it during an MBA project using the 15-day trial. But it's ridiculously expensive - $1000 per year with some real limitations on how many data sources you can connect. If I could dabble with it for $50/year I would. $1000 though? That limits their market tremendously to big companies only. It's hard enough to get an $80 tool approved. --…

Tableau is an enterprise product and it's one the cheaper ones out there. You can't offer that kind of a product for $50/year.

Power BI, Microsoft's answer to it is $10/mo - yes, not $50/year, but a lot closer to that than to $1,000. The vis layer doesn't need to be expensive.

Re: Tableau stock down almost 50%

#158

Post by gomox »

jrumbut wrote: post #104
gomox wrote: post #88

Earlier quoted context omitted.

Honestly I have never used anything similar to Tableau in the balance of "straight-forwardness" and quality of results. My use case is: here's some data, let's take a look at it and make some decent graphs including any sort of comparative analysis. Excel is... well, Excel. The kitchen sink bundled in it contains pivot tables. Graphs are hideous out of the box, and very limited. Apple Numbers makes cute looking graph…

I think if you are a smaller operation and you have specific requirements that you've thought out and aren't covered well by basic tools, then getting comfortable with JS and SQL (or R or matplotlib or Jupyter or whatever) is going to be the best way. I've spent too much time watching people spend months and tens of thousands trying to bend 12 different third party tools together when a developer could do the whole t…

For me the main point about Tableau is not building dynamic dashboards, but actually working with data interactively in an intuitive fashion.

It's for when you want to figure out what the data is telling you, and not how to wrangle the data into saying something.

Re: Tableau stock down almost 50%

#159

Post by refurb »

seanmcdirmid wrote: post #76
refurb wrote: post #73

Earlier quoted context omitted.

I don't know about SV, but foreign investment is pretty dam low in Victoria, BC, which could be used as a proxy for Vancouver. 97.8% were domestic buyers.[1] It's not foreign buyers driving up the market in Vancouver, it's Canadians will to put themselves into serious debt in order to buy a house. [1] http://www.greaterfool.ca/2016/01/31/of-debt-data/

What? No, the Chinese are still heavily interested in the Vancouver market. Since when is small Victoria a proxy for big Vancouver?

Well the problem is, Victoria is the only city in Canada that collects citizenship information in house sales. It's the only data we have.

Victoria isn't that far from Vancouver, but prices have gone through the roof, similar to what Vancouver has experienced.

Re: Tableau stock down almost 50%

#160

Post by babo »

physcab wrote: post #90

Tableau is a good product. I use it daily. There simply is no better alternative for quick ad-hoc, enterprise-level, intuitive graph and dashboard making. I've been at large orgs where we evaluated all the cloud services like Mixpanel and the ilk, but they are very different use cases. Tableau + Redshift (or Vertica but Redshift is way less expensive) is the typical BI tech stack. When I go a client or a new job and…

Tableau is a great product but with a high price stigma. I really like it, when clients asking for recommendation my first answer is Tableau. They like the product and the features but the reaction is always the same: nice, but it's too expensive for us, we'll go with PowerBI. Competing with Microsoft is a tough game.
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