Analytics capabilities are becoming increasingly important in businesses. Integrating analytics into your projects can result in the addition of new revenue streams. With Tableau Embedded, you can use data or analytics to identify additional sales opportunities. You could even consider offering it as a feature set or an entirely new service. Today, we'll tell you about its advantages and how to use it to your advantage.
What is Tableau Embedded?
Tableau Embedded is an integrated analytics platform that provides rich visualizations and dashboards that make data-driven insights easily digestible and shareable. Its intuitive user interface allows users to leverage their data through a variety of no-code features, such as interactive drag-and-drop visualization design, visual data preparation, natural language queries, and AI-powered statistical modeling.
You can easily integrate Tableau dashboards into your projects, providing insights with pre-built KPIs and drill-down capabilities for faceted data visualizations. This can not only accelerate time to market but also keep your team focused on delivering your product to customers.
Benefits of integrated analytics
Customizable integration
Tableau's embed code allows you to deploy and integrate Tableau Embedded into your infrastructure, regardless of whether you have a physical server or a cloud server. Plus, Tableau comes preconfigured with native connectors for hundreds of data sources.
Reduction of time and effort
Create powerful, dynamic dashboards in days, not weeks. Tableau Embedded's integrated analytics are a cost-effective solution that lets you focus on building your product, saving you time, resources, and money.
Versatile data sources
Tableau can connect to a variety of data sources, including spreadsheets, databases, cloud systems, and more.
Personalized security for each user
Integrations with existing authentication infrastructure allow you to grant access to data while reusing existing authentication infrastructure. Produce dashboards once and then load filtered data according to each user's permissions using row-level security and user filtering.
How to Succeed with Tableau Embedded Analytics
There are numerous opportunities for Tableau embedded analytics to help deliver impactful products, but it's leaders' responsibility to ensure customers receive a product that does the job properly. The following are five factors that will ensure the success of your Tableau embedded analytics project.
Tableau Built-in Analytics Dashboards User Experience
Complexity and clutter are two of the most powerful adversaries of effective data visualization design . Everyone wants to include as much information as possible in their dashboard to avoid omitting anything. Add the most important parts and increase their size, highlight them, place them front and center; and above all, remove everything that isn't relevant.
Use of common language in your analysis
Conduct interviews with sales executives, managers, and front-line salespeople to establish an appropriate nomenclature for terms to be used to describe specific metrics.
When labeling and titling your Tableau Embedded dashboards and analytics charts, use the terms they would use. Always find the right words to make your charts a more understandable and clear view of the information presented.
Your customers' vision
Your users can't be overwhelmed with data. They need to understand how data can help them do their jobs more effectively. They want to know how they can make a tangible difference. Therefore, you must understand the context in which your customers will view the data. With Tableau's integrated analytics, the level of sophistication is critical.
Keep the level of sophistication low when showing Tableau Embedded analytics to end users. Provide them with only the information they need to take action or make a strategic decision.
Congruence of current processes and mental models
Always keep in mind that your users are accustomed to seeing data within the various systems they use, such as a marketing automation system or CRM. They're so used to looking at it that they may become resistant. Implement Tableau's integrated analytics in accordance with the way people are accustomed to consuming data. Mimicking how they're used to seeing and processing data reduces resistance.
Changing behavior with built-in analytics
If you want to convince skeptics who are accustomed to making decisions based on instinct, you must quantify the success of analytics. Don't be afraid of financial goals. Define the behavior you want to change or promote. Connect positive behavior with a positive business outcome to gain a better understanding of overall business value.
Selecting key data visualizations
The traditional IT project management approach, where business and IT leaders meet to define requirements, is ineffective for generating highly visual reports. Instead, create prototypes to drive a fast-paced, agile testing and learning process. Focus on the most important business value that business users want to convey in the data.
Key data sources you will access
Data is everywhere. An analyst's intuition and the input of a subject matter expert will guide you to the right data from the right sources to address and solve your business problem.
Meet with business users and IT departments to clarify key source data and plan how to connect to those data sources. This will allow you to better understand which users own data and plan how to access it securely. Once the business has defined its data requirements, you can focus on delivering high-quality data while maintaining the highest level of data security.
Integrate Tableau Embedded into your projects
Tableau Embedded offers an integrated analytics solution that isn't as challenging as it seems. The benefits are obvious, and by considering a few key points before beginning your implementation, you'll have a solid foundation to build upon. It offers a new way to share data with other departments, companies, and clients. If you'd like to learn more about this collaboration approach, register for our upcoming webinar: Improve your customer relationships with Tableau Embedded.