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BI Tools Case Study
- 1. BI Assessment | Tableau vs Power BI BY: Megan Evans, Valorie Hampton, Stacy Cookley & Chris Méndez
- 2. About AU Personal Care Company Business Intelligence Assessment Au Personal Care (AUPC) is a small cosmetic distributor ● Annual sales over $5 million ● Rapid growth ● Needs to analyze sales team performance ● Uses Microsoft sales system
- 4. Tableau Assessment Strengths ● Unlimited data points ● Analyze large data sets ● Dynamic data queries ● Works on most browsers ● Sophisticated visualization Weaknesses ● Expensive ● IT expertise (SQL) ● Security Issues ● Customer service ● BI capabilities
- 5. Power BI Assessment Strengths ● Affordable- starts at $9.99 per user/month ● Offers 16 different charts and customizable formats/visualizations ● Extensive database connectivity ● Offers cross relational analysis ● Easy implementation ● User friendly Weaknesses ● System admins cannot modify users nor licenses and cannot access audit logs ● Works best with columnar data and is limited with other data types. ● Slow performance with large datasets. ● Low-level customizations ● Limited data cleaning capabilities ● Only compatible with Windows ● Limits data points to 3,500 Functionality
- 9. Financial Comparison Key Financials Microsoft Tableau Fiscal Year-End June December Yearly Sales (Actual) $89.95B $826.94M 1- year Sales Growth 5.43% 26.52% Yearly Net Income $21.20B -$185.56M Total Assets $241.09B $1.29B Market Value $659.91B $4.44B Net Profit/Loss $21.20B -$185.56M Net Worth $72.39B $791.85M Prescreen Score Low Risk High Risk
- 14. Recommendation We recommend Power BI max growth
Editor's Notes
- AU Personal Care (AUPC) is a small cosmetic product distributor with annual sales of over $5 million. AUPC has experienced rapid growth. Analyze sales team’s performance AUPC uses new Microsoft Access-based transaction sales system for better record keeping.
- Strengths: https://datachant.com/wp-content/uploads/2017/06/Screenshot_18.png -Since Tableau shows all of the data, decision makers can spot outliers and key insights Tableau connects to many different data sources and can visualize larger data sets than Power BI can. Once in Tableau, a dashboard shows the basics of the users’ data. The user can then drill down into data sets by downloading a worksheet. From there, they can apply various visualizations to the data -The features of Tableau gives users ways to answer questions as they investigate data visualizations. The solution can show basic trends as predictions, use “what if” queries to adjust data hypothetically, and visualize components of data dynamically for comparisons Weaknesses: https://www.yurbi.com/blog/straight-talk-review-of-tableau-software-the-pros-and-cons/ https://www.sam-solutions.com/blog/tableau-software-review-pros-and-cons-of-a-bi-solution-for-data-visualization/ -The cost of licensing for a small to medium sized company would be very costly. Additionally, to get the most out of Tableau, it requires proper maintenance and training that becomes extremely pricey. -Does not offer centralized data security in spite of their concern for information security -Because Tableau is unable to connect to very many data sources, IT has to be involved or someone who is familiar with SQL -One complaint of Tableau users is the after care of customer service aspect after purchase. If when customers have issues with the software, the support team’s best way to resolve the issue is to advise them on purchasing features that will make-up for the software’s shortcomings -Although Tableau has exceptional data visualization for interpreting data sets, it lacking in matters of large-scale reporting and building data tables.
- https://www.yurbi.com/blog/straight-talk-review-strengths-and-weaknesses-of-microsoft-power-bi/ https://datachant.com/wp-content/uploads/2017/06/Screenshot_18.png deep functionality, such as creating relationships between data sources. Strengths: Affordable with ability to scale users Can connect to many types of databases such as cloud and on premise Power BI: With Power BI, users can generate more analyses than they could with Excel. The purpose is to provide fast analyses of a familiar data set. Users can do more with data through Power BI’s deep functionality, such as creating relationships between data sources. Weaknesses: When trying to connect and import large datasets, Microsoft Power BI users will experience a lot of time-outs and slow performance. Their solution will be to migrate that data into SQL Server to start. Define large dataset limit: 10MB limit on free version and 250MB limit on Pro Low-level customizations: Microsoft Power BI doesn’t allow you to build scheduled reports, personalized user views, personalized notifications, or customizable reports. However, personalized security is now available.
- Speaker for slides 6: Chris Slide 7: Megan
- This Venn diagram shows shared data visualization features between Tableau and Power BI. Composition Charts: Stacked column, stacked area, pie & waterfall Comparison Charts: Line, bar, stacked bar & column Distribution Charts: Area, scatter, histogram *Only Tableau has the histogram feature. Relationship Charts: Scatter & bubble Performance Charts: Sparkline, bullet & gauge *Only Power BI offers gauge charts Conclusion: Power BI & Tableau share many data visualization features. If performance is important for your business as it is in retail, then Power BI may be a better option. If distribution is an important measure for your business, then Tableau may be a better option. Source: http://visualbi.com/blogs/business-intelligence/tableau-power-bi-sap-lumira-sap-analytics-cloud-detailed-comparison/
- Source: http://subscriber.hoovers.com.proxyau.wrlc.org/H/company360/overview.html?companyId=138180000000000 Tableau is a startup so it’s understandable that they have lower sales compared to Microsoft, which is an established company. However, Tableau has more annual growth than Microsoft. Tableau has a high risk prescreen score while Microsoft has a low risk. Prescreen scores use data analytics to determine the likelihood of a company paying their bills on time within a 12 month period. About Prescreen score: Prescreen score is a Dun & Bradstreet marketing tool that predicts the likelihood of a company’s ability to pay all its bills on time over the next 12 months. Updated monthly, it shows the likelihood that a company may become a collection problem, with risk ranked as Low, Moderate or High. Scores are calculated using statistical models and the most recent payment information in D&B’s commercial database. Also known as 'Marketing Prescreen Score' it is intended to be a marketing tool and should not be used for credit decisions on individual organizations.
- Slides 10 & 11: Megan Slide 12: Chris
- Image Credit: http://www.kepion.com/media/img/www/products/power-bi/architecture-diagram.png First, decide whether to store data on premise or on cloud. This decision is based on costs and security. https://www.computerworld.com/article/3192897/cloud-computing/cloud-vs-on-premises-finding-the-right-balance.html Reasons for cloud: Faster deployment, ability to scale, off site recovery Reasons for on premise: Strict data requirements, Freedom of information law https://www.computerworld.com/article/3192897/cloud-computing/cloud-vs-on-premises-finding-the-right-balance.html
- Source: https://datavizblog.files.wordpress.com/2017/11/tableau-server-data-extract-2.jpg?w=1080 Tableau’s infrastructure accommodates a wide range of users, whether it’s a Fortune 500 company using big data cloud computing through Amazon Web Services or Microsoft Azure, or a small business feeding data into the tool with an Excel document or two. A user can also connect securely to the web application via the Tableau Server from any supported device such as a computer or smartphone, and two-factor authentication is required in order to log into the server itself. On the other hand, one can access Tableau linked to a cloud computing service like the ones stated prior for more complex or high-volume visualizations and analyses. These reports and dashboards can be set to refresh on a schedule using Tableau Data Extracts as well, which get stored in a separate database.
- In AUPC’s case, they can set up various dashboards in the Tableau Professional Server, group them based on department or project, and run analyses on a scheduled basis. Any subscribers to these reports or dashboards will automatically receive an e-mail with a link to the web application or workbook and be able to visualize and analyze the data in real-time. But keep in mind that Tableau has a high cost per capita, including subscribers, leading us to our final recommendation.
- Why? Power BI is easier to implement and is less expensive compared to Tableau. For a small company like AUPC, Power BI fits their budget and AUPC employees already use Microsoft products. Since AUPC already uses Microsoft products, it will be easy for the staff to transition to Power BI. Additionally, Power BI has the capability to connect to several data sources such as: excel, access, mysql, google analytics, etc. Lastly, Power BI offers more data visualization performance chart features. Since analyzing the sales team is a major factor in performance, we recommend Power BI. Like Tableau, Power BI can also be scalable as the company grows.