Business Intelligence and Sales Planning solutions provide organizations with actionable insight to business planning when deployed together. We’re often asked the question, "How is business intelligence, different than planning?" Tableau, a leading business intelligence software company uses Anaplan. In this session, Wyatt Albertson, Senior Manager, Sales Strategy and Planning at Tableau Software shares how Tableau connects strategy to plan and execute for full loop sales performance using Tableau, Anaplan, and Salesforce – integrated and working together. Speaker: Wyatt Albertson, Senior Manager, Sales Strategy and Planning at Tableau Software

1. TABLEAU COMBINES BUSINESS INTELLIGENCE AND
SALES PLANNING
Wyatt Albertson, Senior Manager, Sales Strategy
and Planning at Tableau Software

2. WYATT
ALBERTSON
Senior Manager, Sales Strategy and
Planning, Tableau Software

3. SPEAKING SESSION AGENDA
ABOUT TABLEAU
OUR CHALLENGE
WHO WE LOOKED AT
WHY ANAPLAN
TABLEAU’s ECOSYSTEM
TABLEAU’s PLANNING-EXECUTION-
INSIGHT ECOSYSTEM

4. 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

5. OUR CHALLENGE
• High Volume, High Complexity
• Excel Planning Models Breaking Down
• Version Control
• History Tracking
• Collaboration
• Slow Calculations
• File Corruption
• “Black Box”

6. 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

7. 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

8. TABLEAU’s ECOSYSTEM
Application 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

9. TABLEAU’S PLANNING-EXECUTION-
INSIGHT ECOSYSTEM
Enterprise
Data Store
(SQL)
Sales
Planning
(Anaplan)
Territory
Mgmt
(Salesforce)

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

11. Q A