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Salesforce is buying Tableau for $15.7B

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Re: Salesforce is buying Tableau for $15.7B

#101

Post by wolco »

anonu wrote: post #66
prepend wrote: 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. CRM is a pretty darn good ticker for Salesforce. Why would you change it? It perfectly explains your core business

CRM is the best ticker name for salesforce. DATA works but on a different level.

Re: Salesforce is buying Tableau for $15.7B

#102

Post by monkeydust »

mariushn wrote: post #96
dmor wrote: 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.

Also second this, product guy here who has been using Tableau for years. Curious about Meltano. Went through some of the site / installation guide / videos and then the gitlab issues log and then found myself back here :)

Would like to see a few simple, visual stories about how one could derive business value from meltano, ideally real-life use-cases but if you dont have those yet just make them up.

Re: Salesforce is buying Tableau for $15.7B

#103

Post by SilasX »

cujic9 wrote: post #65

Salesforce currently has a P/E ratio of 104. The headline might as well read "Salesforce is buying Tableau for $15.7B in Monopoly money." This deal makes a lot of sense for Salesforce. They should be (and are) on an acquisition spree. But if I had stock options (or any kind of locked-up equity) in Salesforce, I'd be worried right now. Someone is going to be left holding the bag.

Interestingly, I think an earlier version of the title had "in all-stock deal", but I think the mods removed it. I wish they hadn't, as that's an important detail for the reasons you mention. (Also, ask James Baker, who was convinced by Goldman Sachs to sell Dragon Naturally Speaking in an all-stock deal ... of a company that turned out to be the Belgian Enron.)

Re: Salesforce is buying Tableau for $15.7B

#104

Post by dmor »

monkeydust wrote: post #102
mariushn wrote: post #96

Earlier quoted context omitted.

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.

Also second this, product guy here who has been using Tableau for years. Curious about Meltano. Went through some of the site / installation guide / videos and then the gitlab issues log and then found myself back here :) Would like to see a few simple, visual stories about how one could derive business value from meltano, ideally real-life use-cases but if you dont have those yet just make them up.

Thank you for taking a look, you're right and we are working on it right now. This is perhaps a little more attention than we expected for our tiny 5 person project, and lights a great fire under us!

Re: Salesforce is buying Tableau for $15.7B

#105

Post by moate »

okr wrote: post #87
woodgrainz wrote: post #72

Earlier quoted context omitted.

Very expensive acquisition. Perhaps in 5 years we'll look back at this move as a prime example of the bubble we're currently in.

Or maybe the begin of an even bigger wealth creation period. "And why did i not invest earlier?"

Or maybe neither, and just a weird factoid about a corporate acquisition that wasn't indicative of any larger market trends. (All possibilities now hedged).

Re: Salesforce is buying Tableau for $15.7B

#106

Post by cirgue »

collyw wrote: post #24
BrentOzar wrote: post #10

Earlier quoted context omitted.

> I never really understood tableu, it just makes fancy graphs from your data doesn't it? What's new about it? It's really easy for business users to point it at a database and get started on their own, exploring the data. It feels like it has a much lower barrier to entry than many other reporting tools. And once you win the hearts of executives, that's kind of the end of that discussion. It's a really sticky produc…

I remember a clueless boss fucking around with some kind of SQL variant in Tableu, not having a clue what he was doing then asking me for help.

At my last job I had a nontechnical boss, and I would have been ecstatic if he had a) enough of a clue to try screwing around with SQL, and b) the wisdom and humility to ask for help.

Re: Salesforce is buying Tableau for $15.7B

#107

Post by dmoy »

pier25 wrote: post #74
prepend wrote: 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…

> t will be awesome if Salesforce can adjust their model and make Tableau spit out D3 Can you clarify?

Maybe they meant salesforce's business model, which doesn't usually include outputting stuff in an open format? I'm not sure.

Re: Salesforce is buying Tableau for $15.7B

#109

Post by seektable »

mastry wrote: post #78
jefe_ wrote: post #16

Earlier quoted context omitted.

Power BI also has a free version that is quite capable. I find the charts easier to work with than Excel.

It's good but the free version doesn't let you share your results.

for free reports sharing take a look to https://www.seektable.com

Re: Salesforce is buying Tableau for $15.7B

#110

Post by projproj »

crescentfresh wrote: post #76
ackbar03 wrote: post #7

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

At my place, somebody a while back drank the Tableau koolaid and quickly designed some nice looking graphs and sold the commercial team on its value, and the president signed a check for a license. The software team was then tasked with putting the fancy graphs that guy did into our web application with the following constraints: - the Tableau server can't be exposed on the public internet - our UI can't indicate tha…

I worked on a data dashboard site that embedded Tableau workbooks. I found their JS API to be decent for embedding workbooks[0]. I used what Tableau calls "Trusted Authentication" to handle the authentication to Tableau Server[1]. It's harder if they are using Tableau Online.

[0] https://onlinehelp.tableau.com/current/api/js_api/en-us/Java... [1] https://onlinehelp.tableau.com/current/server/en-us/trusted_...

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