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Tableau stock down almost 50%

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Re: Tableau stock down almost 50%

#311

Post by infinite8s »

swingbridge wrote: post #305

Tableau is a decent product, but a decent product doesn't make a great company. Main issues are: A) Its sales team sells it as an end-to-end analytics suite, but in nearly all actual implementations I've seen companies just use it for management to view a dashboard... essentially just a slightly fancier version of the Excel doc some analyst used to mail out B) It's crazy expensive for what it is C) If the company has…

Those are excellent points. As an exploratory tool Tableau is well worth the money, but if you are just using it to replace some basic C-level reporting than its really expensive for that.

Re: Tableau stock down almost 50%

#312

Post by StanGrove »

vvanders wrote: post #78
refurb wrote: post #70

Earlier quoted context omitted.

TSLA is getting hammered because analysts don't believe they'll sell as many cars as they say. Some of it due to lower gas prices.

I don't think gas prices impact the Model S/X, the price point is just too high to be a bracket where that's a major factor. I think that for the Model 3 they're going to be production constrained to a point where we'll see gas prices come back to normal. Also a big factor in the TCO is the lack of maintenance and overall simplicity in a electric drivetrain and that's completely independent of gas prices.

And the driving experience which is just plain awesome!!

Re: Tableau stock down almost 50%

#313

Post by lmeyerov »

lmeyerov wrote: post #302
infinite8s wrote: post #292

Earlier quoted context omitted.

However that does limit you a bit when wanting to do deeper analysis. Looker/Periscope are tools for analysts who know and are comfortable with SQL. (Disclaimer- no affiliation, just trying to build a desktop tool that sits in the spectrum between Tableau and Jupyter Notebook)

You can still write SQL in Tableau, that's table stakes. Funny to me: it took years for Heap to introduce that. Edit: we use and help customers with IPython/zepellin etc, but that doesn't change that these things are 10 years behind as IDE/visual interfaces. Adding charting & drilldowns is much harder than a button to turn a table into a line graph, and analysts are wasting a lot of time due to this.

Of course, always happy to help! Leo@g....com

Re: Tableau stock down almost 50%

#314

Post by GFischer »

frik wrote: post #304
GFischer wrote: post #298

Earlier quoted context omitted.

The thing is, if you already decided on MS SQL Server, why buy Tableau? The company I work for has both, and Tableau is the most likely to be dropped of the two.

Hello? The MS SQL Server license has been changed to be per CPU core. Consultants want you to create a seperate MS SQL Cluster (serveral bare metal servers with many CPU cores). So MS BI will be a lot of more expensive as you first think. Most see just the Tableau is more expensive than BI and decide for MS BI just to find out MS SQL is rather expensive. Also you need at least MS SQL Server 2014, despite dark pattern…

At least in the case I'm describing, the company already has an expensive MS SQL Server 2014 license (Core licensing) which allows for an unlimited (ok, something like 50) amount of VMs, and they already have the expensive bare metal servers, so that's not a concern, since it's a sunk cost.

All clients are already on Office 2013, so that's not a concern either.

The Sharepoint cluster probably is a concern, but that's about the only thing, I'm pretty sure it'll be cheaper than Tableau.

I wish they'd invite the CTO to a Windows 10 events and give us some giveaways :) . No local state laws, this is for an insurance company in South America btw :)

Edit: the opinions are strictly my own, I'm not involved in any decision making sadly (no Windows 10 giveaways for me :P ), etc.

Re: Tableau stock down almost 50%

#315

Post by TheLogothete »

greggyb wrote: post #308
TheLogothete wrote: post #275

Earlier quoted context omitted.

Those are quite big products, making feature-by-feature comparison would be quite a daunting task. It all boils down to this, in my opinion: PowerBI is for dashboards and reporting mostly. Tableau can do dashboards, but it can also do "analysis". Uncovering insights in the data that go way beyond simple cross-filtering. In my mind, they are different tools for different purposes.

You do know Power BI can call arbitrary R code for both statistical analysis and visualization?

I do know. In fact, I do it for clients.

Just because you can, doesn't mean everyone will rush to do it. This is a self-service platform. Putting the data in the hands of decision makers. There is hierarchy in how people use such software:

The user: He uses only the apparent features in the GUI. Like the grid and aggregation formulas in Excel. He learns how to use the software from other people showing him how to do stuff.

The Power User: He has deeper needs, but can only be bothered to use features 1 or 2 levels deep in the GUI. Like pivot tables, vlookups and index/match, logical operator formulas in Excel. He learns how to use the software from tutorials.

The Advanced User: He has a task and does not mind getting his hands dirty in order to fix it. Uses DAX and Cube formulas. Perhaps even Macros. He learns by googling his problem and reading documentation.

The Developer: Solves the problems at the programmatic level.

Tableau occupies a very specific spot. It is brilliant for the User who only consumes dashboards via clicking on them. No explanation needed and it is super polished. It is also powerful enough for the Advanced User who can perform relatively sophisticated analyses from the interface. Generally speaking, it is not a good fit for the Power User who doesn't have the need to justify using it. It is also not a terribly good choice for the developer because it is too restrictive and the programmatic features are not well thought out.

Re: Tableau stock down almost 50%

#316

Post by ajmurmann »

foxylad wrote: post #263
samstave wrote: post #256

Apologies if the following is ignorant: My exp with tableau was always that they obfuscate the final query... Fuck that. Looker doesn't && they even allow a meta Lang on top of them. So for you to say "just do X" leaves many less sophisticated orgs left in the dark. So my comment is both: Fuck their position and yours. I don't want to pay bullshit fees to tableau (with perf hits) && not be able to see the final query…

Downvoted. Your point may not be ignorant, but it certainly seems that way given the unnecessarily violent language.

If you have problems with "violent language" then that shouldn't lead to valuable content being hidden from others who don't have mental issues triggered by words they fifth like.

Re: Tableau stock down almost 50%

#317

Post by ansgri »

IndianAstronaut wrote: post #258
jonknee wrote: post #127

Earlier quoted context omitted.

It would make a nice acquisition for Microsoft...

Tableau wrotes the worst queries for Microsoft SQL Server products.

Then MS could improve the product by teaching them the correct ways or to make specific SQL Server optimizations. More reasons for acquisition.

Re: Tableau stock down almost 50%

#318

Post by ajmurmann »

chrischen wrote: post #206
tyre wrote: post #176

Earlier quoted context omitted.

Looking at their pricing ($500/user/year) seems pretty reasonable for such a high-impact role. If you're at a company, the question is if it saves you ~5 hours in a year.

Pricing isn't dependent on how much it helps you, but on how much more than competitors and alternatives. Otherwise food would cost an arm and a leg.

That is not a adequate comparison. You aren't done after you bought the software. You need someone to set it up as week and that cost scales with the quality of the software you bought. You need to look at the cost you have once everything is said and done.

Re: Tableau stock down almost 50%

#319

Post by infinite8s »

TheLogothete wrote: post #303
chris_wot wrote: post #216

Earlier quoted context omitted.

Qlikview costs quite a lot and I'd argue is also enterprise-grade, and doesn't have the same cost issue plaguing Tableau. Which is sad, because Tableau is probably the better product in many ways.

I am pretty sure Qlick deployments are way more expensive than Tableau ones because as far as I know it is more capable data modeling-wise. It is also nowhere near as polished.

I think QlikSense is Qlik's answer to Tableau's desktop product.

Re: Tableau stock down almost 50%

#320

Post by TheLogothete »

StanGrove wrote: post #310
TheLogothete wrote: post #175

Earlier quoted context omitted.

PowerBI has nowhere near the capabilities of Tableau. On top of that, PowerBI is subsidized in order to funnel customers for SQL Server.

PowerBI may be subsidized or not. But in our use-cases and in their documentation, it really doesn't funnel customers to SQL Server. Sure, it plays nice with SQL, SSAS/MD and SSAS/Tabular. But it also plays nice with many, many other data sources individually and in mashup. Its internal data modeling and ETL capabilities rival the power of SSAS and SSIS and they are free -- I see them as more of a competitor to SQL t…

You may, but that's not how the strategy guys at Microsoft see it, according to their own words. Data modeling and ETL capabilities rival SSAS and SSIS only in very trivial scenarios.

I'm not saying that to bash on PowerBI. I love that product and use it heavily and promote it to clients. It just serves different purposes than Tableau.

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