Visualizing Data Software Maker Turns Data into Visualizations That People Can Use by Terence Finan Products and Technologies Used: • Office Business Applications • 2007 Microsoft® Office system • Microsoft Dynamics™ • Microsoft SQL Server™ 2005 The introduction of Microsoft® Office desktop software in the early 1990s was hugely influential in the “democratization” of the workplace. Tasks such as typing letters, sending memos, and creating financial worksheets were no longer the province of special groups of employees, such as secretaries or accountants. Anyone who had Microsoft Office programs on his or her PC could now do the work. • SQL Server 2005 Analysis Services But this revolutionary change that brought easy- The ambition of Tableau Software is to bridge to-use computing tools to the desktop did not the chasm. The company grew out of an affect one important area of the workplace— extensive research and development project at working with the huge amounts of information the Stanford University Department of Computer that resides in a broad array of databases. Science. Sponsored by the U.S. Departments of “Data has been stuck on the other side of the chasm in the back office,” says Kevin Brown, Vice President of Alliances and Partnerships for Tableau Software in Seattle. “Over the past Defense and Energy, a team of Stanford researchers took on one of the most difficult problems in computer science—helping people see and understand information stored in databases. decade, working with data has become part of almost every job performed by information The result, the Tableau visual analysis and workers. You cannot pick up a job description reporting solution, provides a fundamentally for information workers these days without new way of interacting with the relational and seeing the word ‘data’ or ‘analysis.’ Yet the online analytical processing (OLAP) databases tools for getting at, understanding, and that form the backbone of the global database managing data are still, for the most part, and business intelligence markets. The Tableau owned and managed by the IT department.” product —available in three versions that vary by methods of database connectivity— creates a fundamentally different way for helps people see and understand business users to do reporting and information in their organization’s analysis. And we designed it so this databases by making it possible for them activity can be done interactively with to drag and drop selections of their [Microsoft] Office applications and business data to create all kinds of visual Microsoft Dynamics™ applications, and representations. connect to all the Microsoft data types Crossing the “data divide” was a big undertaking. Brown says a key decision including [Office] Excel®, [Microsoft Office] Access®, SQL Server, and SQL Server Analysis Services.” in designing Tableau so it could make the leap was to integrate it with Tableau has had little problem Microsoft® Office software. “Our software persuading customers to sign up. The is by definition an Office Business company’s client list includes well-known Application (OBA),” he says. “The names in almost every major industry, targeted user of Tableau is the including telecommunications, financial information worker. And the most services, government, shipping and important tool for today’s information logistics, construction, manufacturing, worker is Microsoft Office.” and utilities. Many of its customers are Tableau’s core products take advantage of Microsoft technologies, particularly Microsoft SQL Server™ 2005 database household names, such as Capital One, Federal Express, Bell South, Motorola, Verizon, the World Bank, and the U.S. Department of Defense. software. The core technology in Tableau is VizQL, a patented database “We’ve been successful because, as an visualization language that provides a Office Business Application, Tableau fundamentally new architecture for makes it easy for people to do tasks that database interaction. Brown explains that used to be perceived as the province of what the SQL language does for experts, such as database administrators database interactions in text form, VizQL and IT pros. Traditionally, organizations does for database interactions in visual have had entire departments set up to form. “The standard approach when organizations develop analysis systems is to provide a set of precanned templates, using bar charts or scatter-plot “The Office Business Application model… opens the way to a huge potential market with new and untapped opportunities.” objects, and a charting wizard,” he says. “Our VizQL approach is to provide a visual building-block set that lets users create their own data visualizations. It Kevin Brown Vice President of Alliances Tableau Software ‘do data.’ But data has become so example, see a peculiar pattern in a pervasive now that it’s grown beyond the Tableau-generated line chart, and then scope of what departments can manage. burrow into the pattern by clicking the line And information workers will not sit still chart to open the data in an Excel for this anymore. People want the worksheet. If they want to turn that information, and they want it in the information into a report, they might Microsoft Office software that they use export the information into a Word every day,” says Brown. document or PowerPoint slide. Brown cites a good example of Tableau “Data analysis is not always a straight at work in the Microsoft Office desktop line,” Brown says. “It is often a environment. One of the company’s zigzagging, experimental process in clients is a digital marketing agency with which you test ideas, try to introduce a long list of customers that are leaders possible answers to questions, and, in their respective industries. hopefully, zero in on a new insight. The “Their information workers spend their days gathering massive amounts of information, digging through different combination of our software and the [Microsoft] Office programs is designed to let information workers do that more easily.” digital marketing activities and databases, analyzing search data, and As the Microsoft Office technologies looking for patterns in marketing advance, the Tableau product line campaigns,” Brown says. “Imagine all the becomes even more compelling for different marketing campaigns and the customers. “As the Office product line is data that emanates from clicks and form enhanced—as with the 2007 Microsoft completions and conversions. This is Office system—and information and truly multidimensional data.” analysis become more accessible for an ever-widening audience of information Once the data is captured, Tableau then helps transform the information into workers, that benefits us enormously,” Brown says. meaningful insights that the employees convey to each other through Office programs, particularly Office Excel spreadsheet software, Office Word, and the Office PowerPoint® presentation graphics program. From there, the organization’s employees can see patterns, trends, and anomalies that would not be easily visible using standard analytical tools. They can, for “People want information, and they want it in the Microsoft Office software that they use every day.” Kevin Brown Vice President of Alliances Tableau Software Learn more about Tableau Software at: www.tableausoftware.com “In the business intelligence software industry, there are a handful of specialized products that are designed for IT pros and departments,” he continues. “Our solution is created for the people doing everyday tasks within Office. They just have problems to solve and data to look at every day, and they want answers.” The ideal vehicle for providing that ability to look at data and manipulate it is the OBA. Microsoft Office products enable information workers to do the work of business intelligence themselves; that’s why Tableau Software designed its product around Microsoft Office, Brown notes. “The Office Business Application model has created an ocean of opportunity for us,” says Brown. “Building our product with the [Microsoft] Office environment as the platform opens the way to a huge potential market with new and untapped opportunities.” This case study is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY. Document published: August 2007