Examining Tableau Features for Enterprise Customers

By: Elizaveta Zaychenko | September 28th, 2022
Tableau v2022 brings several amazing new features designed to continue making life easier for enterprise customers.

In this post, we’ll make a case for the top four that can improve adoption and engagement within large scale organizations.

1. Workbook Optimizer

This powerful, new desktop tool empowers developers to quickly assess their workbook and data sources and provides immediate feedback on what can be improved and the impact such improvements will have.

Why it’s important?

For one, time savings. The Workbook Optimizer is quick, and its output is very user-friendly. This is a significant improvement over workbook performance recorder, especially for new designers. It does not require users to have a detailed understanding of the Tableau logs or any kind of coding language. More importantly, the tool provides a standardized way of looking at the best practices for workbook performance and it teaches the users what those best practices are. This is a great way to set a solid baseline for developers across an organization.

2. New search experience on server

Tableau’s site search function has been improving over the years. This new iteration leverages “a relevance algorithm with fuzzy matching to account for misspellings, spacing, and punctuation”[1]. The results are also ranked on “popularity, recency, and other quality signals” [2].

Why it’s important?

This is a significant development because content management is one of the key problems faced by enterprises of all sizes. The new search functionality tackles this by improving the site’s user experience . The search results are presented in a visual manner using a more intuitive vertical scroll configuration. This helps even the most casual of users to easily navigate through various types of content within a Tableau site. This is further bolstered by the quality signal result ranking, thus helping to cut through the volume of content on the site and improving user engagement.

3. Data Stories

This new dashboard addition allows designers to add natural language commentary to the dashboard to summarize key insights. The tool is highly customizable (type of story, fields, colors, etc.) and can be tailored to the dashboard audience. It is automated and will update as the data changes.

Why it’s important?

While this new tool is a great jumping off point for analysis for the seasoned user, it’s a game changer for inexperienced users and the organizations that are in the early stages of their reporting journeys. Data Stories can help teach inexperienced users how to read and interpret a visualization as well as focus their attention on the key items. While well-designed dashboards should not need text summaries and explainers, it is not uncommon for new users to be overwhelmed and unsure, especially when visual data analysis is new to the organization. This tool can be leveraged to get users acclimated to reading a visual representation of data. And can in turn help build trust in analytics when transitioning users from Excel-driven reporting to Tableau-driven.

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