Tableau vs Einstein Analytics

Tableau Desktop is a BI solution for data visualization, dashboarding and location analysis. In online reviews, users said they found its drag-and-drop charting a boon for creating charts and maps. Regarding customization, many users praised the platform for its various labeling and design options.I recently tried the Tableau Desktop 2024.1.3 version. The trial is only for 14 days and is enough for a sneak peek into Tableau’s dashboarding and data storytelling capabilities. For more straightforward use cases, Tableau is incredibly user-friendly and fast. Creating a new sheet gives you a canvas to create a visualization. Once you have the required sheets, combining them into a dashboard view is straightforward — select and add.My dataset included healthcare data, including details of patients, their hospital visits and insurance payer details. One use case was to find the total claim settlement amount. I dragged the Total Claims Cost and Payer fields to the column and row shelves, and Tableau gave me a bar graph. The toolbar had single-click options for sorting data from increasing to decreasing values or the other way around.To view the number of encounters by payer, I dragged the Payer field to the row shelf and used the SUM(ROW_COUNT()) function on the column shelf. The chart popped up with more visualization and layout options.I wanted an interactive filter to view the average claim cost by birthdate. I dragged the Birthdate field to the Filters shelf and right-clicked on it to set the end date as October 22, 1961. Selecting Show Filter added a slider conveniently to the right of my visualization. I could see the data for people born before October 22, 1961, and if required, I could change the end date.Another use case would be viewing the data by the type of hospital visits — how many people were inpatients, outpatients or those who needed emergency care. I dragged and dropped the Total Claims Cost and Payer fields into columns and rows, respectively. Similarly, I dropped Encounterclass into the Filters shelf and clicked on Show Filter to enable a checkbox on the screen. It had all the categories of visits, giving users the option to select the desired views.One-fourth of the users discussing adoption said there was a steep learning curve. Tableau relies on Python and R scripts for statistics in its visualizations. It's where the named licenses can prove to be a blessing, as you can opt to train upcoming Creators and Explorers. We recommend factoring in training if you want to hit the ground running.Some reviewers felt discounted packages for business editions should be available, similar to the free student licenses. At $70 per user, the Creator license can seem costly when compared to Power BI ($9.99 per user) and Qlik Sense ($30 per user).Here's the good news, though. Its built-in user management acts as a permissions layer for your organization - users can only access the relevant content. Plus, an organization will have very few Creators and a greater number of Viewers and Explorers, and the license fee reduces from Creator to Explorer to Viewer.We recommend opting for a wise license combination to get the most out of the product.On the upside, the vendor constantly releases new features, the latest one being Einstein CoPilot in beta.Overall, Tableau is a competitive BI solution, but if the pricing seems inflexible, quite a few other solutions offer live insights and advanced analytics out of the box.

Einstein Analytics from Salesforce is a predictive analytics BI tool that uses the power of AI and machine learning to glean insights and create visualizations and reports to drive business decisions. All users who reviewed its analytics capabilities said that it excels at augmented analytics. Many users who reviewed data visualization said that templates and dashboards are easy to customize for deep-dive data exploration. With a range of reporting options and intuitive drag-and-drop functionality, the platform empowers business users to create their own reports without needing to code. Being part of the Salesforce suite, the platform integrates well with other SF offerings, as expected, as well as with external data sources. As for the tool’s data management capabilities, some users said that ETL functions are self-contained in that they replace the need to write code, however others said that data needs to be cleansed before the ETL engine can consume it for data analysis. Commenting on the software’s functionality, around 68% of users said that it is easy to drill down into KPIs with little training in analytics, whereas some users said that the platform is sparse in terms of features and does not have the same reporting capabilities as other Salesforce tools. Mentioning the interface, a majority of users said that it is clean and interactive, though quite a few users said that they preferred the classic version to the new one. A majority of the users who reviewed pricing said that, in addition to expensive per-user licenses, other costs can quickly add up, since implementation is not easy and often requires professional vendor support. Many users who discussed setup said that the platform struggles when processing large amounts of data, and plugins are needed to process heavier data sets, which further compounds costs. Quite a few users said that the platform performs well within the Salesforce ecosystem; however, it does not have the robustness and flexibility of Tableau. Overall, Einstein Analytics is a BI tool with strong out of the box ETL and data visualization capabilities that glean deeper insights into business metrics and seems to be suited for organizations with lightweight data analysis needs or those that already implement Salesforce solutions.