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Tableau stock down almost 50%

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Re: Tableau stock down almost 50%

#361

Post by mrgordon »

bsg75 wrote: post #340
mrgordon wrote: post #257

Earlier quoted context omitted.

Yeah I agree. We moved our visualizations from an expensive SaaS product to a few page Shiny metrics app that costs almost nothing.

Did you hit any limitations (ex. authentication) without Shiny Server Pro? https://www.rstudio.com/pricing/

No, although it required a little ingenuity. We would have considered using Shiny Server Pro for the auth and other features but we wanted to use our single sign on service. What we did was we put Nginx in front and had it call a tiny Rails app that handles authentication via the SSO. If Rails returns the correct status to Nginx, then the client is redirected to the Shiny page they requested.

Its a bit of a one-off but it does work well! One more step towards making R fit for production :)

Re: Tableau stock down almost 50%

#362

Post by mistermann »

greggyb wrote: post #207
WhitneyLand wrote: post #193

Earlier quoted context omitted.

What's are some of the biggest things missing in Power BI compared to Tableau?

Tableau offers a richer end-user customization interface. Power BI offers custom visuals, but these are definitely developer-only at this point. The behavior you get from the baked in pieces is more rigidly defined than that from Tableau (monthly releases address these things one item at a time). Out of the box mapping is miles better in Tableau. Overall Tableau is more fully-featured than Power BI. Tableau aims to b…

Since you sound fairly familiar with both platforms, what's your take on if and how well MS is doing on making PowerBI functionally equivalent to Tableau? At the rate they are going do you expect they will reach parity in the foreseeable future?

Re: Tableau stock down almost 50%

#363

Post by samstave »

dang wrote: post #356
samstave wrote: post #354

Earlier quoted context omitted.

Uh... Maybe you dont talk to your friends too often... You should see me with many many of my friends - dont imply anger where there is none, as we often get in "mock heated arguements" with smiles on our face. I love you.

It makes sense to talk that way to your friends, because you're already friends and there are stronger bonds holding you together. That makes shredding each other fun, because everyone knows it's in jest. A large semi-anonymous internet forum like HN is at the opposite extreme. We're almost all strangers and near-strangers. The community has low cohesion, so the same behavior, with the same good intention, does harm.…

Apparently, sadly, I feel a much higher sense of cohesion with the HN community than others do.

Re: Tableau stock down almost 50%

#364

Post by genericpseudo »

jstandard wrote: post #272
genericpseudo wrote: post #200

Earlier quoted context omitted.

The ELK stack is really fancy next generation "tail -f | grep" in a web browser. Which is awesome and really important, but a very different problem from "tell me how many users have used my app for three or more days in a sliding thirty day window".

I've been eyeing a switch to the ELK stack from Mixpanel + Big Query for an app. Could you expand on what ELK is useful for?

At work we use it for log aggregation (specifically application-health telemetry from a mobile application). Very useful in debugging.

Re: Tableau stock down almost 50%

#365

Post by dang »

samstave wrote: post #363
dang wrote: post #356

Earlier quoted context omitted.

It makes sense to talk that way to your friends, because you're already friends and there are stronger bonds holding you together. That makes shredding each other fun, because everyone knows it's in jest. A large semi-anonymous internet forum like HN is at the opposite extreme. We're almost all strangers and near-strangers. The community has low cohesion, so the same behavior, with the same good intention, does harm.…

Apparently, sadly, I feel a much higher sense of cohesion with the HN community than others do.

That makes sense, and yeah that is kind of sad. But HN is what it is. It would be wonderful if the community could evolve to become more cohesive but that's a slow process.

Re: Tableau stock down almost 50%

#366

Post by jrumbut »

intrasight wrote: post #253
rms_returns wrote: post #161

Earlier quoted context omitted.

This. Freelancing is the future. Hiring in-house developers, or better still, freelance programmers will ensure that you will have custom-built your maximum BI tools and with a reasonable price. Of course, finding and hiring good freelancers who are not only dedicated in their craft, but also reasonably priced is a bit involved task, but certainly doable.

>custom-built your maximum BI tools and with a reasonable price Have you ever really seen that happen? Not me.

That's why I was repeating the importance of him having some well thought out requirements. In situations where this is true (and it really happens sometimes), I've regularly seen good developers come in under budget and mediocre ones at least come close.

Re: Tableau stock down almost 50%

#367

Post by nemo44x »

simo7 wrote: post #359
nemo44x wrote: post #111

Earlier quoted context omitted.

Which is pointless since they had a great earnings report, were cash flow positive for the quarter and raised their guidance. Additionally they mentioned in the call that no sector is more than 20% of their customers so they are diversified if a certain sector really tanks - like tech. They have 180 million in the bank so won't need credit markets any time soon and gradually approaching profitability. Disclaimer: I h…

Just looked at it. No profit and trading at 10x revenues. You might be right who knows, but can't realy say the fear on this stock is irrational at the moment, imho

It's trading at about 6x revenue right now and even lower when looking at forward revenues.

Their growth is tremendous and are on a path to profitability. I get it - when the market are getting banged around like it is, there are few safe places. I just think the baby is being thrown out with the bath water in a lot cases. I'm using this to average down a bit and hold.

Re: Tableau stock down almost 50%

#368

Post by simo7 »

nemo44x wrote: post #367
simo7 wrote: post #359

Earlier quoted context omitted.

Just looked at it. No profit and trading at 10x revenues. You might be right who knows, but can't realy say the fear on this stock is irrational at the moment, imho

It's trading at about 6x revenue right now and even lower when looking at forward revenues. Their growth is tremendous and are on a path to profitability. I get it - when the market are getting banged around like it is, there are few safe places. I just think the baby is being thrown out with the bath water in a lot cases. I'm using this to average down a bit and hold.

Yeah I see your point, but what I mean is that when so much of the current value of a company is based on future events, fear unfortunately is never irrational.

And for New Relic the expectations are really high, could still turn out to be a great business story (and I also think it will) but not necessarily a good investment because so much of this future success is already embedded in the price.

Re: Tableau stock down almost 50%

#369

Post by greggyb »

mistermann wrote: post #362
greggyb wrote: post #207

Earlier quoted context omitted.

Tableau offers a richer end-user customization interface. Power BI offers custom visuals, but these are definitely developer-only at this point. The behavior you get from the baked in pieces is more rigidly defined than that from Tableau (monthly releases address these things one item at a time). Out of the box mapping is miles better in Tableau. Overall Tableau is more fully-featured than Power BI. Tableau aims to b…

Since you sound fairly familiar with both platforms, what's your take on if and how well MS is doing on making PowerBI functionally equivalent to Tableau? At the rate they are going do you expect they will reach parity in the foreseeable future?

I think the answer is yes if you buy into the Microsoft stack, which includes SSRS and SSAS being used in conjunction with Power BI. SQL 2016 is a big BI release for Microsoft.

Power BI as a standalone product is pretty brutally limited in terms of data volume (250MB compressed data model is the max that can be hosted in the cloud service), and is missing the extensibility and flexibility that comes from a tool like SSRS.

As a self contained product, Tableau will likely hold the lead for some time. As a platform, I think Microsoft is beyond Tableau - they cover far more of the BI spectrum (and well, especially with SSAS) than Tableau seems to ever intend to.

Re: Tableau stock down almost 50%

#370

Post by click170 »

Eridrus wrote: post #352
click170 wrote: post #240

Earlier quoted context omitted.

If you run tableau in an enterprise environment you will likely have a lot of c level executives, global sales teams and more relying on tableau to be available outside of your local business hours. This means any maintenance needs to be planned and communications sent out to all stakeholders. If reloading was an option then there wouldn't be downtime, and I wouldn't need to schedule a maintenance window for somethin…

Thanks for that perspective, I hadn't thought of that. Would a system that did something like an internal cut-over be useful? e.g. try to start a whole new instance of the application, if it loads, then let it become the running application, if not, write an error log and shutdown? It would still lose all the state associated with the previous instance, e.g. user sessions, but would avoid this specific issue. I agree…

That would work IMO, yes.

An interrupted session isn't a big deal if it's an infrequent occurrence and they can just login again.

I think an improved solution in this vein would be a tool that would let you sanity check the config before reloading.

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