TABLEAU COMBINES BUSINESS INTELLIGENCE AND SALES PLANNINGWyatt Albertson, Senior Manager, Sales Strategy and Planning at Tableau Software

WYATTALBERTSONSenior Manager, Sales Strategy and Planning, Tableau Software

SPEAKING SESSION AGENDA

ABOUT TABLEAU

OUR CHALLENGE

WHO WE LOOKED AT

WHY ANAPLAN

TABLEAU’s ECOSYSTEM

TABLEAU’s PLANNING-EXECUTION-INSIGHT ECOSYSTEM

ABOUT TABLEAU• Founded 2003• Core Products: Tableau Desktop, Tableau Server, Tableau Online

Mission:

Help people see and understand data

• Connect to all your data• Rapid-fire analytics• Time-to-insight• Power to the people

OUR CHALLENGE

• High Volume, High Complexity• Excel Planning Models Breaking Down

• Version Control• History Tracking• Collaboration• Slow Calculations• File Corruption• “Black Box”

WHO WE LOOKED AT

Vendor Reason Disqualified

Hyperion Planning • High infrastructure costs• Heavy IT support required• Inflexible, onerous dimension

management

Cognos Planning (Same as above)

Adaptive Planning • Functionality too limited• Glorified spreadsheet

consolidator• Not well-designed for complex

multi-dimensional modeling

WHY ANAPLAN?

• Empowers the business user!• Game-changing architecture:

Multi-dimensional modeling+ Spreadsheet-like functionality+ “The Cloud” .= Never-Before-Seen Superpowers

• Easy dimension management• Easy collaboration & selective access• Fast, scalable calculation engine• Dynamic timescale functionality• APIs for system integration

TABLEAU’s ECOSYSTEMApplication Strengths Limitations

Anaplan • Dimension management• Multi-dimensional modeling• Calculation processing

• Not well-suited for analysis, exploration, learning

Tableau • Connecting to data• Rapid-fire analysis &

visualization• Data blending• Decision support

• Limited modeling capability

• Meant for consumption of data, not creation

• Blending limitations

Salesforce.com • Building custom applications• Integrating custom applications

with standard CRM functions• Able to embed Tableau

visualizations

• Limited reporting / analytics capabilities

• Complex custom applications require strong developers

SQL (Data Warehouse) • Consolidation of data sources• Powerful querying language• Query performance optimization

• Useless without a good analytics tool

• Most business users don’t know SQL

• IT bottlenecks for adding data sources

TABLEAU’S PLANNING-EXECUTION-INSIGHT ECOSYSTEM

Enterprise Data Store(SQL)

Sales Planning(Anaplan)

Territory Mgmt

(Salesforce)

KEYS TO SUCCESS• Think Long-Term• Get Executive Buy-In• Be Patient• Be Persistent• Take Risks

Q A