Anand Gandhi

Anand Gandhi

Enterprise Manager – Advanced Analytics,

Softweb Solutions, Inc.

Aditya Lalani

Aditya Lalani

Technical Consultant,

Softweb Solutions, Inc.

About Webinar

In this information-driven era, it is essential for organizations to leverage their data to offer quality products, understand their customer-base, improve customer retention and enhance overall business processes. Making fact-based decisions is very crucial for companies to have a stronghold in the competitive and ever-changing market. This is where business intelligence plays an important role in helping companies to adopt a data-driven culture.

"The global business intelligence software market could hit $28.77 billion by the end of 2022." – Business Wire

Tableau is a business intelligence software that offers insightful data analytics and visualization solutions. The software provides graphical presentation of statistically processed data for companies to make insights-based decisions. The ability to gather data from disparate and unstructured data sources is one of the key benefits of leveraging Tableau.

In this webinar, we will explore the working and the advantages of Tableau. Our subject matter experts will showcase live demo of dashboards and explain in detail the trends in data analytics and visualization. They will also discuss how Tableau improves operational growth for companies belonging to various industries and how machine learning (ML) can boost data visualization applications.

Webinar agenda

  • Overview of Tableau and integrations
  • Various data visualization trends
    • -  The role of psychology in data visualization
    • -  Data visualization practices by applying the 3C’s (Clean, Concise, Clear)
    • -  How to own the data story that you want to tell
  • Must have data analytics trends in 2021
    • -  Workflow automation
    • -  Event-based analytics
  • Use cases and live demo
  • Q & A

Questions & Answers

The following are the answers to the questions that were asked during the live webinar.

Question 1: Can we maintain historical data when extracting recent data using Tableau?

Answer 1: Tableau has various modules like Tableau Desktop, Server etc. that help in restoring or maintaining historical data along with real-time or current datasets. So let’s say you have extracted today’s data and stored in cloud or a local database and a week later, you require that data, it is possible to extract that data along with the new datasets generated, and analyze that data too.

Question 2: We use Salesforce, so can we integrate Salesforce data with Tableau?

Answer 2: This is an excellent question, Stuart. Tableau has numerous data connectors that can be used to integrate data from multiple data sources. So if your data is in Salesforce, you can easily extract it to Tableau for further analysis.

Question 3: Can you explain a little about Tableau and Salesforce integration?

Answer 3: Sure. This integration is huge for both Tableau and Salesforce. You can leverage capabilities of CRM and Einstein analytics in Tableau. This means that in just a few clicks, you'll be able to connect and create beautiful, data-rich dashboards on account tracking, quarterly results, top accounts, and more. You can easily get every bit of your Salesforce data in Tableau to analyze and visualize it. Also, with new products like Tableau CRM and Salesforce Starters you’ll be able to monitor accounts and sales pipeline efficiently as well as get key metrics at your fingertips.