Tableau Initial Setup
The initial setup of Tableau was not much complicated for us because we had hired a partner for its implementation.
It was implemented almost four years ago, and it probably took 10 to 15 days because it also involved getting the server, configuring it, and then doing proper configuration of the rights, etc. It is on-prem. So, we had to take care of a lot of security factors, such as opening the ports, etc. The vendor had to develop and establish proper architecture based on our security policies, and that is the reason it took more time. For simpler infrastructure, the deployment would take less time.
In terms of maintenance, Tableau does require maintenance from our end. We need to ensure that the servers are basically up and running. Sometimes, the upgrades come, and they have to be done properly. We had one instance where we rebooted without stopping the Tableau services and our entire server got corrupted. Luckily, with support from Tableau, we found the solution, and we could get back our project. So, it requires monitoring and server administration in terms of closing the services, giving the user access, and ensuring that the database size is proper because they use PostgreSQL as a backend for Tableau. These things are required to be maintained and overseen, and the licenses also need to be monitored. So, it requires a lot of administration activity and server maintenance because we are not on the cloud.
View full review »TM
Theresa McLaughlin
Senior Capacity Planner at a financial services firm with 10,001+ employees
We have a whole group that manages that. We don't get involved in it. We just ask for it to be installed and available, and they support it.
View full review »The initial setup was very easy, especially on the cloud. So, I would rate my experience with the initial setup a nine out of ten, with ten being very easy.
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reviewer2269986
Lead Business Analyst at a comms service provider with 10,001+ employees
The initial setup was not cumbersome, it was straightforward for me. It is like a default application in my system, I was not part of the infra team.
View full review »RD
reviewer1659204
Senior Manager.Marketing Strategy & Analysis. at a marketing services firm with 10,001+ employees
The initial setup is simple.
View full review »YA
YAWANTWI-ADJEI
Data Visualization Specialist at Data Catalyst
Setup is not that difficult for me. However, I remember in Gambia, there was some initial difficulty when I was teaching how to set up the organigram for the National Social Staff System.
In the National Social Staff System, you have about 11 ministries involved and the coordinator, and it's the coordinating agencies in Bureau of Statistics. So I needed to set up the system so that all the other ministries can enter their data. And when you enter the data, the other ministry, let's say, Ministry A can also enter data. And Ministry B cannot see what Ministry A is doing.
Now, when I was doing it, it was not difficult at all, but because I had to handle other systems and leave, I tried to explain it to them but they found it a bit hard to grasp.
So where you have multiple alliances and you set them up like organizations, it can get a bit complex. Because there's differences within the same organization under different departments. It's not a big problem when you buy Tableau for one single organization, but when you set things up for multiple organizations like the National Social Staff System, it can get problematic.
The national system is made up of different entities: Ministry of Health, Ministry of Agriculture, Ministry of Finance, etc. They are different ministries and they don't necessarily need access to all of each other's data. But if you buy Tableau for each of them then that is fine but if it comes to a situation where they all come under one number and you're setting up, you don't want one ministry to see what the other is entering.
So there was definitely a bit of a problem there. But I can't blame Tableau because no matter what it is, sometimes you need a certain level of IT skills to get certain things done.
View full review »The product's initial setup phase was not very easy as it was a little bit of a technical process about which I didn't have any experience. I rate the product's initial setup phase a six to seven on a scale of one to ten, where one is a difficult setup process, and ten is an easy setup process.
Most of the solutions I have deployed have been done on an on-premises model. For some new customers, my company has deployed the product on the cloud. If customers are okay with their budgeting part, I suggest they deploy the tool on the cloud.
For new users, our company can set up an environment. If the customer can provide an on-premises environment, we can set up Tableau in four to five hours. A single-node deployment takes around four to five hours, but if it is a marginal level of deployment, it might take a day or a day and a half.
When involved in the deployment, if there is some support from the customer's IT team, then only one person is required to take care of the deployment process.
I rate the tool's setup a ten out of ten. While setting Tableau servers for customers, we often encounter challenges that vary based on their network configuration and operating systems, such as Windows or Linux.
View full review »Most companies find it very easy to implement Tableau and to make an impact with their data because it's very easy to install, to learn and to start using. For larger companies we combine Tableau with other solutions, such as Vertica or Alteryx or Hadoop or Python. That's a big project but most companies first need to solve their self-service BI. They need to find insights into their business and with Tableau it's very easy to do that. In minutes, you can gain many insights and discover knowledge without being an expert of business intelligence, let's say. Deployment takes an average of two months, it depends on the size of the company.
View full review »GC
Gaurav Chakraborty
Senior Team Lead at Peristent Systems
The initial setup was not exactly straightforward. It was complex, or, to be fair, had a medium amount of complexity to it. The use cases were complex also and few of them had medium complexity to begin with.
Deployment was basically in the development environment and then we deployed it in the UAT for the users. They had a look at our reports in UAT first and then we deployed it into production. I was also working as a Tableau administrator also and then I learned Tableau administration in order to handle that aspect. I handled Tableau administration with the user and deployed the reports, etc.
The company has different verticals basically. I worked on HR and energy verticals. They also had finance and accounts. I have to maintain that administration part for all of them; not just my dashboards. From a deployment perspective, it was tough for me to maintain all the users and all the rules for the accounts department and for finance, and to be in the group for them, and to assign permissions for them. I did have issues in the servers in terms of gateways. I resolved them myself in the end with the help of Tableau support.
View full review »AE
Ahmed El Banna
Fintech Project Manager at a comms service provider with 10,001+ employees
The installation was an easy process, and I've done it myself twice. I'm a technical guy, so I didn't need a technical team to help with deployment, I did it on my own.
View full review »SN
SriramNatesan
Tech Lead at MindTree
Setting up Tableau is straightforward, and I don't think it took long. It took maybe a day or two for the installation and migration and all that. However, the planning took some time because we worked with professional services. Planning took maybe 40 hours. Tableau requires a good deal of maintenance. We have a team of about five or six people for the administration.
View full review »AK
reviewer1160580
Assistant Manager at a retailer with 10,001+ employees
The initial setup is straightforward for people who are using it at a basic level. The advanced level is highly complex. The implementation strategy depends on the requirements we are getting from the people and the stakeholder. I would say that management is talking to us, and they are asking us to build the solution they want to have in place. They do not know whether it is technically feasible or not, but they know that this is the requirement.
The product is deployed on the cloud. I rate its initial setup process a five or six out of ten. It is difficult because it has complex documentation, and I am still learning it. A team is involved in the implementation. It takes three hours to complete the process.
View full review »The initial setup is very easy. That said, it's best to prepare your system. You need to understand how your system will be able to integrate with it. You also have to understand your data.
It can be set up by one person if it is a small company and he is well versed in the product and in his system. However, if the company is large and the process is complex, then of course a team of several people may be needed to share the integration process between working with server setup, analytics department, and working with clients.
The service can be set up completely automatically. This will depend on the server the company uses and whether additional add-ons for working with Tableau are enabled. Automation makes it easy to check data flows and dashboards, simplifies server operations and monitors errors that occur, and sends alerts or warnings if they occur.
View full review »RP
reviewer1642554
Manager BI/Analytics and Data Management at a healthcare company with 10,001+ employees
While I was not directly involved in the setup, I know that it's not that easy. There is a need for a proper administrator who has experience in that field.
IH
IrfanHanif2
Independent Consultant at Agility Analytics
The initial setup process is easy. It takes less than an hour to complete. I rate the process a nine out of ten.
View full review »
AM
Ariful Mondal
Global Data Architecture and Data Science Director at FH
Its installation is straightforward. It is a one-click installation.
View full review »YA
YAWANTWI-ADJEI
Data Visualization Specialist at Data Catalyst
The deployment was straightforward. I would say that it was a nice and easy, no-brainer setup.
View full review »BA
BenjaminArnulf
Senior Director BI & Analytics at Hertz Global Holdings, Inc.
The initial setup was a bit complex, more so than expected. I would use a fully managed solution if I had the choice again.
View full review »I wasn't the one that did the server setup. Definitely, on the desktop, it's very easy to use. And I suspect that the server is also fairly easy. It's pretty straightforward in terms of deploying projects onto the server and promoting it on to production. I haven't heard of any real hiccups yet.
View full review »MR
Mohamed AbdelRhman
Data Teamlead at Elmenus
The setup is straightforward. I mean, there's not much setup at all. It's easy for any mid-level user to do it. For example, I just used the documentation they provided and did everything myself. The documentation was sufficient
and the implementation strategy doesn't take more than 20 days.
PC
reviewer1620732
Associate at a financial services firm with 10,001+ employees
Installation and configuration are pretty fast and seamless in Tableau.
View full review »DG
Djalma Gomes, Pmp, Mba
Managing Partner at Data Pine
Definitely speaking, the initial setup was straightforward and very easy.
View full review »I found it easy to get started. I'm more of a technical user with an IT background, so I had no problems setting it up.
View full review »RK
RanvijayKumar
Application Development Assoc Manager at Eccenture
Its initial setup was easy. The time taken to develop dashboards depends on the dataset that we want and the data source with which we have to connect. We have to create the data source and the dataset, and then we have to develop the dashboards. If we have the datasets available and we have an understanding of the requirement, then in one or two days, we can develop a dashboard.
View full review »BC
Byeongjun Chun
IT Manager at Glovis Europe
Initial setup is straightforward because it's a simple concept.
I'm not sure how long deployment takes because this is usually managed by our data engineer. There's no strategy regarding deployment itself. We just make some temporal or test dashboard and then communicate with our users. After confirming, we just announce it with email, and then they start to use it as an official version of the dashboard.
View full review »RS
reviewer1621350
Business Analyst at a media company with 10,001+ employees
The setup was pretty straightforward. It doesn't take much to get it all set up.
View full review »Its initial setup is very simple. We get the Tableau license code, and with a couple of clicks, we can set it up. It doesn't take more than two minutes to install it on our machine.
View full review »SA
Dr. Salah Alnajem
Founder and CEO at Information Age Consulting
The implementation process is not difficult. It's very easy. When I use Tableau Online, it is given as software as a service, which means I don't need to deploy anything. I just give the username and password, and I use it directly without any issue. For the Tableau Desktop, I need to install the software. It's a very normal installation and happens without any issue.
View full review »UD
managerb337815
Manager, Business Intelligence at a healthcare company with 5,001-10,000 employees
It is easy to set up. It is also easy to manage. Ours is a huge implementation, and we have five people for maintaining this solution. They take care of user provisioning, dashboard creation, and other admin work.
View full review »CC
Carlo Capasso
Partner at Bambino & Partners
The initial setup is very simple. It's not overly complex or difficult. A company shouldn't have any issues.
View full review »AG
reviewer1521363
Digital Strategy Manager at a energy/utilities company with 10,001+ employees
For us the solution's initial setup was complex as we were just aware of how to use Power BI previously. It was a completely new solution. We had to get an instructor to get the things in place.
I'd say it was about an eight-month installation process for the particular software. In-app work was one month and then seven months of development everything and all over the board.
View full review »ST
Tariq Raza (MS Certified)
Operations & BI Analyst at American Hospital Dubai
The initial setup was very simple. It's not a complex process.
They have an excellent team here over at Tableau. They assisted us.
The setup wasn't too difficult due to the fact that our system is not very complex. We work with rather simple data, which helped save us from suffering through many complexities.
Maintenance is required at our database level. Our database is smart and lean, and therefore it's pretty straightforward. However long it takes for maintenance tasks is based on the level of data and on the heaviness. We basically do a sort of troubleshooting and some fine-tuning at the database level.
At the time of making visualization, we have to do some research to load everything properly on Tableau and have a refresh rate we can maintain. There should not be too much of a refresh rate every time.
CC
Carlo Capasso
Partner at Bambino & Partners
The initial setup was very simple.
View full review »PB
Peter Birksmith
(2IC) Senior System Analyst at a insurance company with 10,001+ employees
The initial setup of Tableau had been developed with a DevOps lens. I wanted to build a platform that had rigor and a platform with a level of governance of aspects which could guarantee report certification and certainty for the business stakeholder. These processes were carefully thought out even before the product was installed.
Once the process was developed and tested, we rolled out the solution to the business with a migration form for developers to fill out as we needed to meet audit policy guidelines and brand segment legal requirements. We allocated several business people to be software advocates whom were familiar with the migration requirements and liaised with the business to guide them in their approach to using the Tableau solution.
After six years, we can confidently say that any report in production is guaranteed to be correct (within limits) and the data source has been certified for provisioning.
At the time, this did have pushback from the vendor, but we’ve seen the chaos caused in other organisations that we mitigated right at the start.
The platform is deployed on the cloud and on-premises. Its initial setup is straightforward. It took about an hour or two to deploy. I rate the setup process as a nine out of ten.
View full review »AN
ArchanaN
Solution Architect at a computer software company with 201-500 employees
The Tableau server-side used to be very good initially, but for the last year, we are having issues with the upgrades. Their upgrades never work. We always get stuck while doing the upgrades, and we end up taking a different approach. We take the data and keep it somewhere. After that, we wipe out the entire server and install it again. We then restore the data into that environment.
In terms of maintaining this solution, I used to belong to level three (L3) support till last month. We were only handling the performance issues and any issues that need RCA. The L3 support used to have close to five people. L2 support, which usually included adding a user, removing a user, adding a new group, and providing usual production support, was taken care of by the Ops team. They used to have more than five people on the team.
View full review »AG
reviewer1048407
Senior tech architect at a computer software company with 1,001-5,000 employees
The solution deployment was pretty simple and straightforward.
View full review »SK
Sai-Krishna
Manager, BI & Analytics at Perceptive Analytics
It is just a matter of downloading the file from the internet and installing it. That's it.
View full review »BW
reviewer1258353
Lead of Business Intelligence at a energy/utilities company with 10,001+ employees
The initial setup is not complex. This is one that I can set up on my own, unlike a solution such as EnterprsieOne, which I cannot.
View full review »The initial implementation process was straightforward. We did it without any problems.
Since the solution is on the cloud, you don't need a lot of staff for maintenance tasks.
View full review »CR
Cristobal Rodriguez
Director Consultoria at tecnoscala consulting
The initial setup is easy. You can install it on your computer and you can start to do a lot of dashboards. They have a gateway for many databases and you can get to the information in a very easy way.
The thing is if you don't provide it with a very good ETL design you have the problem that all the fields are going to be dashboards. That's pretty common. Many organizations have a kind of operational database. With specialized databases. It's updated daily. The information is validated and confirmed and authorized. Whatever you do with Tableau is your problem. They install Tableau in that new server and the users go to that information.
They make a copy of the transactional databases. They put it there and the users start to work. It's very easy.
In terms of deployment, for the desktop, you can have a visualization of information and you can get copies of the data on your personal computer. That can happen in minutes. It takes minutes or maybe half an hour to get going.
The problem is that you have to have some training. The training is going to take one week or so. In another week or two weeks, although you are not an expert yet, you start to understand Tableau. You don't have to be technical. If you understand Excel well, you will find Tableau pretty straightforward.
You only need one or maybe two people to deploy the solution. You need a technician mostly for security.
View full review »RD
RichardDuggan
Owner at Richard Duggan Pty Ltd
If I remember it correctly, it was easy.
View full review »TS
reviewer1494948
Senior Manager Analytic & Insights at a hospitality company with 10,001+ employees
The initial setup is quite straightforward. It's not too complex.
View full review »JM
dataware204993
Data Warehouse Manager at a construction company with 10,001+ employees
Initial setup was straightforward; the upgrade path is also straightforward.
View full review »LC
reviewer1062786
MBA, MS Business Analytics at a consultancy with 1,001-5,000 employees
Tableau was already set up when I arrived.
View full review »AG
reviewer1754865
Associate Director at a financial services firm with 10,001+ employees
I'm not part of that team that manages the setup. I cannot comment on that.
SS
reviewer1656066
Data Management Team Lead at a energy/utilities company with 201-500 employees
I wasn't around for the initial setup. I cannot speak to what the process was like and couldn't say if it is difficult or straightforward.
We have some server admins that take care of it and work with Tableau to support it whenever needed. It's a group of people, however, I am unsure about the actual number of personnel that handles it directly. It might be three to five people.
LV
reviewer1456341
Director of Professional Services, Analytics at a computer software company with 5,001-10,000 employees
The initial setup is pretty straightforward.
View full review »It’s straightforward, like any typical software. You have just got to understand what the various versions of API and plugins and what they can do. Though I have noticed that there were situations where it was said it was able to do things, but not until a later version. It needs better communication on that front.
View full review »Initial setup was simple and fast for both Desktop and Server, but, as I mentioned, I was not involved in Server setup.
View full review »Initial server setup is very easy and does not take a significant amount of technical expertise.
View full review »The initial setup was easy. They have a guide available.
The deployment can take anywhere from an hour and a half to half a day.
View full review »MS
reviewer930093
Director - Technology Operations at a educational organization with 10,001+ employees
The installation was handled before I came on board. I was not a part of a process. I can't speak to if it was difficult or not.
It's a hosted solution. We don't need a team of engineers on it from our end.
View full review »SS
Pro3289Mng
Program Manager at a non-profit with 1,001-5,000 employees
I was not involved in the initial setup of the solution.
View full review »Initial setup was very simple; standard Windows installation.
View full review »The installation is straightforward. The time it took for the installation was approximately four hours. However, the configuration takes a lot longer but it is not a problem with this solution it is common for configurations to take a while.
View full review »The initial setup is neither straightforward nor complex.
View full review »IB
reviewer1384707
Manager at a financial services firm with 1,001-5,000 employees
The initial setup is very easy. Once you download it, it is a typical setup with a series of screens where you just press the Next button. Anybody can install it in a few minutes.
View full review »BH
Bohdan Harimovych
Software Quality Assurance Engineer at Syapse
The initial setup was straightforward with respect to the deployment.
View full review »SK
VP9887765
Vice President Engineering Intellicloud at a university with 1,001-5,000 employees
A lot of complexity happens initially. Tableau is a little bit too complex. I started using the clear tool and application. Then you will feel comfortable with the tool and with the data.
There will definitely be some tough, complex things in your development, especially with the data. The data preparation (combining everything else) has to work.
Initially, all the data preparation tools have that kind of experience. In the beginning, you have some tough times and little complexity. Once you resolve this, the future and further development will come relatively easy.
View full review »It is really straightforward, but I can see if someone has issues with the download and setup, you may want to contact technical support.
View full review »Initial setup was straightforward. One thing Tableau excels at is documentation that is user friendly. We did bring in a consultant to help this go smoothly but honestly I think he did more harm than good. Could have just followed the playbook.
View full review »The installation is complicated and took us approximately four hours.
View full review »MK
Mahesh-K
Sr. Manager at a non-profit with 201-500 employees
The setup was easy but we are having some problems with the configuration that is taking a long time. We have done some initial tests and some of the delays could be from bandwidth issues. However, the whole installation process should be simplified.
View full review »AM
Ayodele-Makun
Pre-Sales Technical Consultant at a tech services company with 10,001+ employees
The initial setup is pretty straightforward for personal use, except when looking at deploying on local premises. Doing so entails some configuration during the installation process.
View full review »It's very simple and quick to implement Tableau in an organization; you can have helpful dashboards in a matter of hours.
View full review »
Server and Desktop install the same way. Double-click on the installer program - click "Next" a few times. Done. You can customize the Server installation, along the way. in many cases, that is not needed. The whole process is easy and fast. Desktop installs in a minute. Initial Server installation can take 10 minutes.
View full review »
AS
reviewer1563138
CEO at a tech services company with 1-10 employees
Tableau is deployed on-premises.
Tableau's initial setup was straightforward. When you need to make complicated dashboards, that can be very difficult in Tableau, but the initial setup was very quick. Connecting the data sources was very easy in Tableau.
SB
reviewer1637409
Fleet Reporting Specialist at a pharma/biotech company with 10,001+ employees
The initial setup is straightforward because the solution is already set up in the company. It was just a matter of requesting it and downloading.
The initial setup was not so straightforward. We had minor issues installing it across the enterprise, due to diverse technology in different business units. But none were actual showstoppers.
View full review »Initial setup was straightforward, it is not a complex system to install.
View full review »Initial setup was very straightforward.
View full review »AK
Arthur Kancelarovicz
BI Specialist at a educational organization with 501-1,000 employees
Tableau is an easy-to-install tool, like Next-Next-Finish!
View full review »Initial setup was extremely easy; when downloading the trial version or purchasing, just accept the defaults. There aren’t many ways you can screw this up.
View full review »For the desktop edition, initial setup couldn’t be simpler. For the server edition, it is a bit more involved but that is to be expected.
View full review »KB
reviewer1311126
Managing Partner at a tech services company with 51-200 employees
The initial setup is straightforward. It can be deployed in the cloud and on-premises as well. For successful implementation, one must ensure well-designed data regarding KPIs, data strategy, etc., if one has an in-depth understanding of easy deployment. One needs to log in and select the model for cloud implementation. Preparing a Tableau server environment for the project site takes around two days. It is a self-oriented structure and doesn't require any manual adjustment. It is easy to maintain and involves giving a few commands. However, one must update the product to avoid compatibility issues with Windows and Linux.
View full review »
AE
Amany Eldaly
Business Intelligence Analyst at a government with 10,001+ employees
The setup and deployment of Tableau are very easy. I did not have a problem.
View full review »AG
Alberto Guisande
Director at Decision Science
The initial setup is very simple and the deployment is easy. Both tools (Desktop & Server) have a very simple wizard.
The typical installation from Mexico to Argentina, which is the market that I serve, is very easy to perform.
View full review »PK
Pooja Kashyap
Product Manager at Rabita Software
The initial setup was easy. My IT team took care of setting up the licensing part.
View full review »Initial setup was straightforward. I created a data mart, plugged in Tableau and started creating dashboards.
View full review »The initial desktop setup was phenomenally easy and straightforward. Access to test projects and videos are available to ensure that the product works as expected.
View full review »Initial setup was straightforward. We had a rapid start-up "team" come and help us but it was one person and he was done in two days.
View full review »BW
reviewer1268523
Technical Lead at a computer software company with 1,001-5,000 employees
It is not very complicated. Deployment hardly takes a day or two.
View full review »XH
reviewer1478580
Senior BI Manager at a comms service provider with 10,001+ employees
We don't do a lot of installation. Once you have a server license, you can literally create it in the server now that you have a server license. There are no issues with installation.
The installation does not require a lot of time.
We have one or two engineers who maintain this solution.
PA
reviewer1585887
Lead Data Architect at a computer software company with 201-500 employees
Its installation is straightforward. I have never done it, but I have seen my colleagues do it. I have worked extensively on Oracle BI or OBIEE, and I know how difficult it is. The installation of Tableau is comparatively pretty straightforward.
View full review »RG
reviewer1538121
Head of Data Architecture at a financial services firm with 10,001+ employees
The installation was simple and is easy to learn for the users.
View full review »CR
Cristobal Rodriguez
Director Consultoria at tecnoscala consulting
The setup and support are not very expensive. In that way, it is not a complex technology.
View full review »KS
Reviewer3292
Manager Technology at a tech services company with 10,001+ employees
I was not involved in the setup.
View full review »Very straightforward. A lot of free training available online.
View full review »Setup was extremely easy. Essentially a plug-and-play right out of the box.
View full review »Initial setup was not complex at all.
View full review »Installing Tableau Desktop was easy.
View full review »Initial setup was straightforward and in fact very simple.
View full review »Very straightforward- we were live with access in a few days, though it took a few months to build our more polished dashboards.
View full review »NR
reviewer2236278
Software Developer at a tech services company with 201-500 employees
The initial setup is easy. The time taken for deployment depends upon the data, the visualization, the types of reports, and the number of cards.
View full review »Its initial setup is quite straightforward. It took me a while to understand that this version is also available for free for users like me who want to understand the data visualization part, but its installation is pretty easy.
View full review »LS
Luan Sirtoli
Senior Software Engineer - Salesforce at DataGo
The initial setup was straightforward.
View full review »JR
reviewer1010763
IT Manager of Integration at a non-tech company with 1,001-5,000 employees
The initial implementation process was rather straightforward. Yes.
The deployment has been ongoing. The first report to be published was done in about two months or something like that, however, it's an ongoing deployment as we are increasing the information all the time. The use of it is growing from, from month to month.
In terms of maintenance, currently, there are about four persons and their roles are weeding backend development to make sure that we get the data for IT management and the front end development.
View full review »RA
Ratna Sekhar Aradhyula
Architect at a tech services company with 1,001-5,000 employees
The initial setup is straightforward. We can configure the server and do all the setup in half a day.
View full review »We deployed the solution using IFrame via Salesforce.com. We experienced issues while configuring SSO through SAML.
Tableau was not accepting any metadata files that were uploaded whether they were new or ones that have we had worked on in the past. It claimed they were “invalid”. We opened a support ticket to find that this was a known issue. With the help of support, the issue was resolved at the Tableau back end.
View full review »The setup part depends on what Tableau products you're using. For Tableau Desktop Developer, the setup was very straightforward.
View full review »Initial setup was very simple.
View full review »Initial setup was very straightforward.
View full review »My admin team handled the configuration.
View full review »Tableau is not a demanding platform in pre-set environments before rolling-out as long as tech specs are met. However, certain design decisions need to be made in advance to ensure good performance and smooth scalability on a Server deployment (e.g. permissions, standards, etc.).
View full review »WL
reviewer914238
Vice President at a financial services firm with 10,001+ employees
Setting up Tableau is easy.
View full review »SV
Sasa-Vujovic
Senior Consultant at ICTPro
I've used two editions of Tableau. The free edition was very easy to use and set up. The enterprise requires a desktop and the Tableau server, and it's not too complicated. However, it's necessary to have experience and some documentation. So setting up the enterprise version isn't easy for someone who has no experience, but it isn't too complicated overall, either. We had the support of a local company here in Serbia who rebuilt it. They are consultants who specialize in Tableau databases and everything necessary to implement this tool. So I can't remember any problems with the setup. It was relatively easy. They also had to set up the desktops, the Tableau server, and a couple of professional licenses to prepare basic reporting and visualization segments. Lastly, they just have to set up the end-user with everything they need to read the reports and see presentation and visualization.
AC
reviewer1595463
Project Manager at a local government with 51-200 employees
The initial setup of the product is not difficult. It's very easy and quite straightforward. A company shouldn't have any troubles handling an implementation.
View full review »DK
reviewer1590450
BI technical analyst at a government with 11-50 employees
The installation is very straightforward for both desktop and server solutions. The desktop only takes a few minutes and the server takes half an hour.
View full review »Very easy to build with a rudimentary understanding of databases and data.
View full review »Initial setup was very straightforward involving running the installer program. I did not run into any issues with multiple versions of Tableau Desktop or Tableau Server.
View full review »Initial setup was pretty straightforward, except for security. Also, we had to change the entire data model so that we could get in Tableau dashboards similar to those we had in OBIEE.
View full review »Initial setup went well; straightforward to install and get started. Takes a while to master the basics.
View full review »The connections to the SQL data and flat files were straightforward.
View full review »Pretty straightforward. Tableau gives great instructions. My only complaint is that they make assumptions on how your company handles security ceritifcates when using SAML. It took us some time to work though SAML configuration, but once we passed this hurdle, everything else was easy to put in place.
View full review »BN
reviewer1754874
Anonymous at a manufacturing company with 11-50 employees
The initial setup is quite complex.
View full review »MJ
reviewer1463265
Solutions Architect at a computer software company with 1,001-5,000 employees
The initial installation was straightforward. The deployment took approximately three months, this included the development of dashboards and customizations.
View full review »MH
MarcelHamasuna
Manager at a tech services company with 1,001-5,000 employees
The initial setup isn't too complex. The entire solution is pretty user friendly from beginning to end.
The deployment, in total, took less than three weeks.
View full review »The initial setup for Tableau Desktop is about as straightforward as possible. Once you download the software to your computer, you are ready to use the application.
View full review »We found setup straightforward with relatively few surprises. We did have to work through some issues with drivers to connect to a SQL Server 2008 database, which customer support did help with.
View full review »This is probably one of the major strengths of Tableau: It enables organizations to set up and run a collaborative BI reporting platform in just a few days, with a smooth learning curve.
Of course, fine tuning of operating parameters - when it comes to optimizing performance - requires some more care, but really the administration of the system is easy compared to other equivalent platforms.
View full review »The installation and configuration of Tableau consists of just a few clicks. I don't think it can get better than that.
View full review »The initial setup was done by our company’s Tableau Server team, which I am not a part of.
The Tableau Desktop install was easy.
View full review »Initial setup was easy, the commercial department of my company adopted the tool right away and start creating its dashboards.
View full review »
After getting the requirements for Tableau server the actual set-up and deployment seemed to go very smoothly.
View full review »
JW
reviewer1654785
Global Head of Professional Services at a tech services company with 11-50 employees
It was pretty straightforward. The big thing that confuses people in a project that involves Tableau is that Tableau is a very visible but small component of the overall solution. That's because 80% of the work is data. It is not Tableau. So, Tableau is actually a fairly small component over that overall solution. It took a few days to get it up and going. Almost 80% of the work is actually on the data side, which takes forever, but the actual Tableau component of it was pretty straightforward. It was not that difficult.
You can get a Tableau dashboard up on a weekend. It is not hard to get something up and running. It is pretty trivial. It isn't any more or less difficult than any other tool to get up and going. I've used a number of them, and they're all pretty easy to get up and going. Tableau was the first one out of the gate with this democratized data perspective, where they were going to do departmental BI and up to enterprise BI years ago. Now, they now charge a fairly hefty premium to leverage that product. It is not a cheap product.
In terms of maintenance, it can take as much or as little as you want because it just runs. So, technically, you don't have to have anybody to do very much. You just need a very skeleton crew to operate as is. The challenge that you run into with solutions like this is that you need to continue to refresh the information with new and different views because people want to know more, and they want to go deeper into it. It is not a function of the technology. It is a function of the use case. So, you tend to have lots of new requests for new reports and analysis, and that's where you tend to have more challenges.
We didn't get into analysis users who are able to sort of do a little bit more themselves. There were viewer licenses where you are just using preset reports, but there are obviously additional training and things like that, and you have to deal with it if you start getting into more advanced power users.
View full review »HV
Hugo Vera
CEO at Bi Solutions S.A
The initial setup was easy. The time it takes to deploy depends on the company size. For example, one day, four days, or maybe even two weeks. It depends on the company and the data they have. It takes about three people to implement and maintain this product.
View full review »Initial setup was straightforward.
View full review »Initial setup was pretty straightforward!
View full review »Initial setup was straightforward; no issues.
View full review »Comparatively, basic setup is not a hard task.
View full review »It was complex. We have a complex situation with extensive data security set up at three and a half levels across over 100 active users with most of the users not only controlled by level but also having access to very specific sets of data only.
Inevitably the setup for this in Tableau was complex. This is not a criticism of Tableau however – just the opposite, the impressive thing is that it had the flexibility to achieve it at all
View full review »The setup is straightforward. It took about a week to install. For deployment and maintenance, we used two team leads.
View full review »DR
Daniel Ragot
Presidente at EDR
We have no issues with the configuration.
We need two people to deploy and maintain the system.
View full review »JJ
reviewer1497201
Principal Partner at a tech consulting company with 51-200 employees
The initial setup was pretty straightforward.
View full review »Very simple and easy.
View full review »Extremely simple. Download a package, enter a key post purchase and that’s it. Very easy.
View full review »Initial setup was straightforward.
View full review »Initial setup was easy: Download the software and drag an DB file(i.e. excel) onto the Tableau icon.
That's it. There is no easier way to get started.
View full review »The desktop version is easy to setup.
View full review »The setup was very easy – our IT department had no problems installing the software. They did have more trouble getting the Tableau Reader packaged for our enterprise-wide SelfServe store.
View full review »Initial setup was straightforward.
View full review »Initial setup was very straightforward.
View full review »Initial setup simplicity or complexity depends on the project and the systems already in place. As for the tool itself, initial setup is straightforward.
View full review »JD
reviewer1722318
Expert Analyst at a tech services company with 501-1,000 employees
The initial setup of Tableau is relatively simple. For new users of the solution, it is easy for them to grasp. You need to understand how to connect to the Oracle or SQL Server, having knowledge of databases will make the process easier.
View full review »AU
reviewer1108068
Senior Data Analyst at a consultancy with 10,001+ employees
The initial setup is easy.
View full review »JP
Jerry Paul
Product Consultant at a tech consulting company with 1,001-5,000 employees
Its initial setup is very easy because Tableau has a new graphical user interface, and there is no need for you to script or code your installation process. It only takes a day to set up everything, and it does most of the configuration on its own. It is a very easy process.
In terms of maintenance, there are product upgrades that get released every quarter. It has quarterly upgrades and updates because it is enhanced so rapidly. They spend 25% of their annual revenue on R&D. They have constant interaction with its broad community, and they constantly take in user feedback. If there is a maintenance requirement or some issue with the product, most of the time, it automatically gets resolved in the next upgrade.
View full review »AM
Alejandro Moscoso
General Surgeon at a healthcare company with 51-200 employees
The setup is really easy but it is hard to use it.
View full review »The initial setup is straightforward and can probably be completed in two or three hours. The client is responsible for maintaining their own solution, we only implement. If they want to upgrade the platform, that's their responsibility.
AG
reviewer601230
Business Intelligence Manager at a computer software company with 51-200 employees
The initial setup was very straightforward. The team was able to follow the videos posted on the Tableau website and required no technical assistance from the Tableau team.
View full review »The initial setup was for the desktop version of the tool connecting to Excel files and stand-alone databases at the back end. We did not have any issues with this.
However, on attempting to move to the server version, we faced issues with data connectivity for our core ERP which were not resolved. Attempting to connect to the Oracle HRMS module went without a hitch, and within a few seconds, we were able to perform live data analysis without any degradation in performance. Connecting to our core ERP (Kerridge Autoline, now known as CDK Autoline) failed due to ODBC driver version issues (we presume).
View full review »Not applicable.
View full review »For simple and more complex setups, it is easy to set up the product without too many issues.
View full review »The initial setup was straightforward. The only thing you have to check is for hardware compatibility. The rest is very simple, with just a click of a button.
View full review »For the desktop version, initial setup was straightforward.
View full review »Tableau is easy to be deployed from the beginning, from the desktop up to Tableau Server, which you can implement at the organization level.
We have implemented Tableau in organizations of up to thousands of users.
View full review »The initial setup was pretty straightforward; we only had one issue with the Active Directory configuration.
View full review »VC
reviewer938061
Sr. Solution Architect at a computer software company with 5,001-10,000 employees
The complexity of deploying Tableau generally depends on the size of the project. As far as I know, it takes two or three Tableau engineers for the bigger projects where we're using utilizing them to build a database.
To clarify, I'm talking about the engineers building the custom solutions for our clients, not consuming them. To construct the Tableau reports or the database we use to generate the reports, we need two or three Tableau engineers and around the same number of database engineers to generate the data or write the scripts required for generating the reports.
View full review »JG
reviewer843948
Subject Matter Expert, IT Operations Management, CS Professor at a educational organization with 501-1,000 employees
Setting up Tableau is straightforward. You just can download it and set it up on your system in five minutes.
View full review »I get the first draft of our dashboards already done. Because it is a really friendly user tool, it didn't take too long for me to start developing my dashboards. Of course, after a while, I developed my skills and it became even easier.
View full review »N/A for the technical setup. It does require a learning curve as you need to adjust from the way you’ve interacted with data previously, to how it’s set up in Tableau.
View full review »Installation is really quick and easy; you just download the version directly from the official website of Tableau. The server configuration was a bit more complex but we had the support of the local provider.
View full review »It is a pretty straightforward setup, as described on their website. If you follow those instructions correctly, there wouldn't be any problem.
View full review »Set up is intuitive and instructions on using it are adequate.
View full review »Its initial setup is simple, but server installation took some time to finish. We use Desktop and Server on our Windows platforms.
View full review »MK
Miroslav Kosecek
Consultant at a insurance company with 10,001+ employees
Initial setup was very straightforward, and configuration was easy. Both the client and the server solution have the same UI design. It is easy to begin with the desktop solution and then upgrade to the server.
View full review »Initial setup is simple and straightforward.
View full review »Initial setup was straightforward.
View full review »Initial setup was very easy; just "agree", "next" and "finish".
View full review »Initial setup was significantly easier than other products I have used.
View full review »So far it's been very easy but I think a large enterprise would need to consider widespread adoption quite carefully so it aligns to the overall IT road-map.
View full review »It is a straightforward setup.
View full review »
Straightforward. Get a good server and provision it according to Tableau’s technical advice, install, and you’re away.
View full review »
I only used the desktop version for evaluation of the product, and the student version online in academia. It was simple to install, but I am not sure about the server configuration.
View full review »Setup of Tableau was the easiest of any reporting environment I have used.
View full review »Initial setup was very straightforward, no issues encountered.
View full review »Initial setup was easy.
View full review »Straight Forward in both Tableau Desktop and Server.
View full review »FW
reviewer1240239
Business Intelligence at a tech services company with 5,001-10,000 employees
The installation is very straightforward and simple.
The implementation process took at most five minutes. It probably takes longer to download the installer than it is to actually install the file depending on the internet connection.
Typically five to six people were needed for deployment and maintenance tasks. That would depend on the scale of the project, however.
View full review »The initial setup is straightforward and easy.
View full review »Follow the documentation provided. It is a very straightforward setup.
View full review »Desktop installation is easy and straightforward. Out-of-the-box usable.
View full review »SR
reviewer1774416
Data Analyst at a tech services company with 11-50 employees
It is complex. If you work in a test environment, it is complex to deploy. It should be more simple. You need someone who can help you with deployment.
View full review »PA
reviewer1499169
Research & Development Expert at a energy/utilities company with 11-50 employees
The installation was very, very easy. I didn't have any issues at all. It wasn't complex.
The deployment took less than 15 minutes. It was very fast and seamless.
View full review »Initial setup complexity was due to the organization's data structure, but it had nothing to do with the tool.
View full review »Initial setup is straightforward, consisting of simple procedures for database connections and desktop setup.
View full review »Initial setup was simple. I just had to install Tableau Desktop on my system.
View full review »The initial setup was straightforward -- very easy installation and upgrades cycle.
View full review »VP
Venkateswarlu Paturu
Service Delivery Manager / Architect at a tech services company with 201-500 employees
The initial setup was straightforward. There were no issues.
It's a very simple installation, it doesn't take a lot of time to deploy.
View full review »KD
reviewer1585917
Solutions Engineer at a computer software company with 201-500 employees
The initial setup is very straightforward, there's nothing complex about it.
Kind of complex, because the amount of data we currently manage in our company is very big. We also work with a DWH that was not properly designed to serve as source of data to a BI platform, so we have to do a lot of arrangements in our DB, tables structure, and connections.
View full review »Setting Tableau server was easy, and I was able to do the setup myself for the organisation. Tableau Desktop is super-easy to deal with.
View full review »Initial setup was straightforward.
View full review »Initial setup is straightforward. Just two or three clicks, and the product will be available. :)
View full review »
Initial setup very easy but I did not setup Tableau Server
View full review »
VS
reviewer1481310
Lead Data Scientist at a financial services firm with 11-50 employees
The initial setup was not straightforward. It was complex.
It was hosted within our own server. When we set up the Windows server, installed the product, and did the configuration on our end. It was complex, but not extremely complicated.
We implemented this solution in-house within the company, but the maintenance is done by the supplier, which is Tableau. They will update their products from time to time and all that we need to do is install the latest version.
View full review »Initial setup is very straightforward and easy. You can install the desktop version in one click with no setup needed. As for the server version, the setup is also easy for non-technical users by following some simple step-by-step guides.
View full review »It was easy to setup.
View full review »JM
reviewer1387728
Data Analyst at a tech services company with 11-50 employees
The initial setup was quite straightforward.
View full review »There is no need to initially setup Tableau software. But, it needs to be setup right before scheduling to use Tableau.
View full review »Very simple initial set up. Tableau provides setup guides on their websites.
View full review »It was straightforward.
View full review »A data and analytics team was set up to implement metric analysis and reporting.
View full review »Initial setup is not very complex.
View full review »Initial setup was complex: report creation, installation, automation, report changes...
View full review »Simple. Tableau installation is pretty simple.
View full review »Setup is very easy, like any other program.
View full review »It is very straightforward, like installing any other application.
View full review »It was very easy.
View full review »The initial setup is simple and straightforward.
View full review »Initial setup was straightforward.
View full review »
Easy as pie.
View full review »
Straightforward, because of the quality and consistency of data.
View full review »Buyer's Guide
Tableau
March 2024
Learn what your peers think about Tableau. Get advice and tips from experienced pros sharing their opinions. Updated: March 2024.
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