Power BI or Tableau

Owned by Joni Girardi
Last updated: Jun 07, 2024
3 min read
image-20240604-212446.png

Fantastic Tools!

Choosing between Power BI or Tableau as your analytics layer sets you up for a fantastic data-driven journey. Both tools are widely successful, supported, fast-performing, user-friendly, and inexpensive.

Some organizations use both tools, with some departments using one or the other. However, most organizations take a top-down approach and adopt one or the other.

Watch demos and download a trial license to get a taste of their power and ease of use!

On the Other Hand…

Properly deploying these tools, connecting them to your source systems, building data models, scheduling data refreshes, building reports/dashboards/KPIs, setting up security, enabling report distribution and alerts, embedding them into other web portals, and onboarding users require expertise and time.

Often, that means finding people with the right skill set, and then comes much labor and time!

And good luck if you don’t retain your BI experts around!

DataSelf Accelerators

DataSelf solutions dramatically reduce the time, expertise, and investment to get a well-developed and integrated solution with Power BI and/or Tableau up and running. In the long run, we also help organizations address BI needs if or when they have changes in their personnel and digital systems.

DataSelf brings in three main pillars of value:

  1. An integrated platform to connect and auto-refresh data from source systems into Power BI and/or Tableau (over 400 data sources require no code). The platform can include one or all of the following: ETL+ (no-code, low-code, full-code tool), data warehousing, the analytics layer, and templates.

  2. BI Templates to dozens of popular source systems such as ERP and CRM. These templates allow fast deployment of source mappings, data models, and reports/dashboards/KPIs. In practical terms, about 80% of the BI work required if starting from scratch is completed on day 1.

  3. Our data geek team is eager to empower organizations' data heroes with Business Intelligence knowledge, tools, and templates.

DataSelf for Power BI

Data Sources: DataSelf makes it easy to report from over 400 data sources with Power BI.

BI Templates: For the following systems, DataSelf BI templates accelerate time to decision-making:

  • ERPs: AP Aging Today, AR Aging Today, Inventory On Hand Today, Inventory On Hand History, Inventory Transactions, Purchase Order, Sales Invoice, Sales Order.

  • Work in progress:

    • ERP: Cash Flow Projection, Field Service, GL Transactions, GL Financials (P&L, B/S, Trial Balance, Cash Flow Statement), Inventory Planning, MFG BOM (Bill of Materials), MFG Work Order, Project Accounting.

    • CRM Activity, CRM Marketing Email, CRM Opportunity.

    • eCommerce.

    • Google Analytics.

Expert Support: Our data geek team is eager to empower organizations' data heroes with Business Intelligence knowledge, tools including Power BI, and templates.

Deployment architecture: We usually work with Azure SQL (yours or ours) and your Power BI Service tenant.

Compliance: With the proper architecture, DataSelf complies with GCC High, HIPAA, and others.

DataSelf for Tableau

Data Sources: DataSelf makes it easy to report from over 400 data sources with Tableau.

BI Templates: For the following systems, DataSelf BI templates accelerate time to decision-making:

  • ERPs: AP Aging Today, AR Aging Today, Cash Flow Projection, Field Service, GL Transactions, GL Financials (P&L, B/S, Trial Balance, Cash Flow Statement), Inventory On Hand Today, Inventory On Hand History, Inventory Planning, Inventory Transactions, MFG BOM (Bill of Materials), MFG Work Order (Production Oder), Project Accounting, Purchase Order, Sales Invoice, Sales Order.

  • CRMs: CRM Activity, CRM Marketing Email, CRM Opportunity.

  • Work in progress:

    • eCommerce.

    • Google Analytics.

Expert Support: Our data geek team is eager to empower organizations' data heroes with Business Intelligence knowledge, tools including Tableau, and templates.

Deployment architecture: We offer a variety of deployment architectures from cloud, hybrid, to on-premises.

Compliance: With the proper architecture, DataSelf complies with GCC High, HIPAA, and others.

 

Keywords: Microsoft Power BI, MS Power BI, Salesforce Tableau, Salesforce, SFDC, Salesforce.com Tableau, Pulse, Einstein,

Â