Before and After examples
Headcount Report
FTE Course Enrollment Report
Data Visualization of Other Common IR Reports
Using Tableau to Answer other Requests Where there is a Lack of Data
Using Survey Data to Answer Other Data Requests:
Limitations of Tableau Desktop
Data Security - If you only have Tableau Desktop and do not have Tableau Server or Tableau Cloud (which requires people to authenticate and have assigned permissions for what they can access), you are limited to sharing dashboards and data visualizations in the following ways:
- Publish the dashboard to Tableau Public, but with no required authentication (data can be downloaded by the public).
- Send the saved Tableau Workbook to someone who has Tableau Reader installed on their computer (Tableau Reader can be downloaded for free).
- Export Dashboards to PDF or Excel (but this turns it into a static report)
Next Steps: Using Microsoft's Power BI Desktop for Internal Data Visualizations on Sharepoint
Brock University just launched Office 365 Enterprise for all staff and faculty, which includes the Power BI service. Power BI integrates nicely with SharePoint and makes it relatively easy to publish to internal SharePoint pages.
Tableau will continue to be used for Brock's public dashboards. Power BI will be use for Brock's internal dashboards which require more security.
Pro's of Power BI Desktop:
- Power BI Desktop can be downloaded for free
- It is basically the equivalent of using Power Query, Power Pivot, Power View and Power Map Add-ins in Excel, but Power BI desktop is a standalone package completely independent of Excel
- Great for testing model design and mashing data together to create reports and data visualizations
- Data visualization alternative to Tableau especially if your organization already has Office 365.
- Data security - Dashboards links can only be shared with fellow Office 365 users or Power BI Service users.
- Publish to web capability - Dashboards created in Power BI desktop can be published to Power BI service which can then be published to a public webpage (if desired) or a or posted internally on your organization's SharePoint site.
- General steps for Publishing to web: Create your data viz in Power Bi Desktop...click on the Publish button (to publish to the Power BI Service...log into your Power BI account (can get a free account if you use a business email)...look for your data viz in the Power BI Reports section...File...Publish to web...copy and paste the HTML code into your public website/blog or SharePoint site.
Cons:
- No ability to print or export to PDF directly from Power BI Desktop...must publish to Power BI service through your Office 365 account or through your Power BI service account and print from there. However, if you don't have and Office 365 account, you can sign up for a free Power BI service account as long as you use a company email address (free account is limited to 1 GB of storage).
- Dashboards and reports can only be shared with fellow Office 365 users within your organization, or Power BI Service users. You can actually share dashboards and reports with Power BI Service users outside your organization but they will have limited privileges. There is no sharing capability within Power BI desktop alone.
- Learning curve for creating beautiful data visualizations is greater than in Tableau Desktop (not as intuitive).