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Salesforce is buying Tableau for $15.7B

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Re: Salesforce is buying Tableau for $15.7B

#91
post #14

Earlier quoted context omitted.

It’s a very good data exploration tool. Likely the best out there. But don’t sleep on aws QuickSight

I was going through a QuickSight presentation and looks like it's up to 90% cheaper than Tableau!

It's also a piece of crap tbh.

Re: Salesforce is buying Tableau for $15.7B

#92
post #80
post #7

I never really understood tableu, it just makes fancy graphs from your data doesn't it? What's new about it?

Making fancy graphs beyond standard spreadsheet templates can become time consuming / labour intensive very quickly. More enlightened companies will not hesitate ot pay for Tableau if it relieves their 6-figure salary data scientists from reporting/dashboarding work.

Or you could be my organization and make your 6-figure salary data scientists create Tableau dashboards all day.

Re: Salesforce is buying Tableau for $15.7B

#93

Just for the comparison, salesforce's revenue is ~$13B. At current profit rate, ( including that of tableau ), they can generate $15B in about 30 year, may be 20 year given growth and inflation. I run a small business, I don't think I would be able to generate equivalent of deal, nor my banker/investor allowed such a investment, no matter what growth would look like. Ultimately my take is, small business usually take…

Wow. I think that’s a very insightful perspective, but come away with a very different perspective:

Big companies play by very different rules than small ones, especially big tech companies right now, and I don’t see consolidation being (broadly) socially positive at all really.

Re: Salesforce is buying Tableau for $15.7B

#95
post #7

I never really understood tableu, it just makes fancy graphs from your data doesn't it? What's new about it?

The primary value is making interactive data visualizations with minimal effort. I can go from nothing to having something in the user's hands in less than a day, complete with things like tooltips, dynamic filters, parameters, etc.

Re: Salesforce is buying Tableau for $15.7B

#96
post #30

Wow, Looker last week and now Tableau. I’m only 90 days in to running the open source equivalent inside GitLab, and these big revenue multiples are telling a fascinating story. I would’ve loved to be a fly on the wall for this negotiation, what a great outcome for Tableau shareholders! With all that’s happening we’re definitely looking to pick up the pace, and would love to work with more contributors on the free ope…

Feedback on your homepage, https://meltano.com/ There's no single visual on it :( Please show what kind of results one can get with this product.

Contrast with https://www.tableau.com/, which has a sample graph and "See it in action" right at beginning.

Re: Salesforce is buying Tableau for $15.7B

#97
post #22

This seems really high for a company without earnings and a weird growth curve. Their ticker is cool and maybe sales force wants to be DATA on nasdaq. Otherwise, it will be hard to justify this high markup for a tool company. It will be awesome if Salesforce can adjust their model and make Tableau spit out D3. Their desktop tool is nice for designing, but their server components seem frequently unnecessary for runnin…

>Their ticker is cool and maybe sales force wants to be DATA on nasdaq...Otherwise, it will be hard to justify this high markup for a tool company.

You make it sound like the ticker symbol justifies a $15.7B price tag...

Re: Salesforce is buying Tableau for $15.7B

#98

Earlier quoted context omitted.

A lot of companies use Tableau to visualize their data. In the future if they want to use Tableau they (speculation) might have to host their data in SalesForce and/or be directed to use a number of other SalesForce features if they want the latest coolest dashboards. To me this acquisition seems be a play toward growing customer usage of SalesForce licensed functions and data migration to their cloud, rather than ba…

My company is using Einstein Analytics, however, other than the Salesforce integration has been a terrible disappointing experience. Loading data is a pain and has to be done to a custom API. Of course Einstein analytics need to have it is own language called SAQL resulting in a steep learning curve.

That sounds right. This acquisition maybe gets rid of the curve there and for orgs like mine that use Tableau and SalesForce it sounds simpler / easier in future (Einstein has conversion and learning costs as you say). However, that comes with a cost - loss of any freedom to use your data without worrying about arbitrary license changes and cost. The way they structure the licensing will be interesting since they’ll have leverage over any customers.

Re: Salesforce is buying Tableau for $15.7B

#99
post #28

Earlier quoted context omitted.

It’s a risky play. At my enterprise company, we’re not allowed to use a single vendor for everything, we explicitly must use different companies if a favoured vendor hits a certain spend threshold. This is to prevent cost overruns and solution capture, where every solution to your company’s problems becomes “give it to X vendor” and then X vendor kills a product line and you’re toast. Salesforce needs to be careful o…

Interesting! I haven't seen that requirement before, but it does make sense.

I’ve seen requirements by Target and Walmart to not use any AWS infrastructure in the service you are providing them.

Re: Salesforce is buying Tableau for $15.7B

#100
post #30

Wow, Looker last week and now Tableau. I’m only 90 days in to running the open source equivalent inside GitLab, and these big revenue multiples are telling a fascinating story. I would’ve loved to be a fly on the wall for this negotiation, what a great outcome for Tableau shareholders! With all that’s happening we’re definitely looking to pick up the pace, and would love to work with more contributors on the free ope…

Feedback on your homepage, https://meltano.com/ There's no single visual on it :( Please show what kind of results one can get with this product. Contrast with https://www.tableau.com/ , which has a sample graph and "See it in action" right at beginning.

Thank you for the feedback, I've created an issue here: https://gitlab.com/meltano/meltano/issues/691 and we are working on it now

In the meantime, one way to see more is to checkout our getting started guide: https://meltano.com/docs/quickstart.html and also our YouTube channel which has weekly "Demo Day" videos sharing our progress: https://www.youtube.com/meltano

Really appreciate you taking a look at what we're up to!

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