Data is the crux for all businesses today, be it any geography, size, or segment. In a world ruled by data, analysis of data and extracting the best information is vital. Two data analysis tools – Tableau and Excel are often compared and have a lot in common but have their characteristics too. Excel has been around for a long time, but Tableau is comparatively a newcomer that has taken the data analytics forum, by storm.
Tableau has been one of the most powerful BI tools and has helped users analyze their data through dashboards and reports. Tableau has been a revolution for data scientists, analysts, and business owners by offering insightful information on the heaps of data that organizations possess. Excel may not look as powerful as Tableau when it comes to visualization but when it comes to data creation, multi-layered calculations, and multiple operations on data – Excel stands strong.
There are wide opinions that Tableau is going to replace Excel and others say that Excel cannot be replaced. Thousands of organizations are using Tableau to extract the best out of their data and Excel is a name relevant to almost all users – be it personal devices or professional ones. There are organizations like Elaura, Seagate, OptumHealth, etc. that are transforming Excel data into Tableau format for better decision-making.
Before comparing the two, let us understand the basics of both:
What is Tableau?
Tableau Software is an American interactive data visualization software company focused on business intelligence. – Wikipedia
BI and analytics users leverage Tableau for data visualization purposes, for users to look at and understand data in such a way that helps them to make necessary business decisions. All types of plotting, graphs, charts, etc. can be done by users themselves, instead of relying on the IT staff, without much programming aid. Tableau has been in existence since 2003 and was acquired by Salesforce in 2019.
As an analysis and spreadsheet tool, it facilitates Excel users to retain their spreadsheets and at the same time, enhance their data with visual representations and dashboards, delving deeper into data. The Tableau range of products includes Tableau Desktop, Tableau Server, Tableau Online, Tableau Reader, Tableau Mobile, Tableau CRM, etc.
Collaboration and sharing, data sources in Tableau, data visualization dashboard, drag and drop integration, external service integration, data connectors, advanced visualization, robust security, maps, mobile view, predictive analytics, etc. are some of the key features of Tableau that has been attracting users and continues to do so.
Tableau connects seamlessly to Excel spreadsheets to make analysis of data easy and quick. It helps Excel users retain their spreadsheets, enhancing competence for data analysis to offer the creation of live visualizations that simplistically showcase information.
Organizations using Tableau are – Nike, US Foods, Coca-Cola, Acxiom, DraftKings, Skype, Snap Finance, Phillips 66, Citigroup, The New York Times, etc.
What is Excel?
Microsoft Excel is a spreadsheet developed by Microsoft for Windows, macOS, Android, and iOS. It features calculation, graphing tools, pivot tables, and a macro programming language called Visual Basic for Applications. – Wikipedia
Excel is leveraged by organizations – big and small, for data organization, financial analysis, creation of budgets by making graphs, and laying out formulas. Through this, tax/payroll/revenue calculation can be done. Excel forms part of the Microsoft Office suite of software and has been in sharp existence for three decades.
As a spreadsheet too, Excel has been the most used tool on a personal front as well as a business front. It is easy for users to define their customized formulas and extract their time-based reports.
Data filtering and sorting, password protection, formula auditing, built-in formulas, creation of charts, automatic editing of results, advanced filtering, conditional formatting, Pivot tables, absolute references, filers, etc. are the main features of Excel through which it has been attracting users across the globe.
Organizations using Excel at a professional level are – Samsung Electronics, Total, AXA Group, United Parcel Service Inc., Carrefour S.A., and many more.
Tableau vs Excel: An Extensive Comparison
As we observe the difference between Excel and Tableau, it is important to state that they both have certain points in common too. They both are used for data analysis and can extract information like the users’ needs but in different ways.
Parameters
Tableau
Excel
Purpose
Visualization and representation of insights from raw data
Quick calculations, organization, and formatting of data
Tool Type
Data visualization tool
Spreadsheet tool
Data Size
Ideal for large datasets, Big Data
Ideal for small to medium-sized datasets
Performance
Efficient and fast in performance even as the data size increases
Tough to offer great performance when data increases
Data Sources
Easy connection with varied sources in real-time
Plug-ins necessary for non-excel sources
Key Features
User-friendly, quick, and interactive visualization. Powerful and intuitive. Data joining and merging. Manipulation of large sets.
Descriptive and manipulative statistics. Multi-layered calculations on data. Ad hoc data management. Using inbuilt functions.
Application Users
Data scientists, data analysts
Data analysts, developers, ETL DBA
Data Exploration
Exploring data through interactive dashboards
Limited exploration of data through spreadsheets
Display of Data
Through pictorial or graphical representation. With dashboards to spot patterns, trends, etc. Visual reports are available right from the beginning without any filtration.
Through spreadsheets in a tabular format through cells. With graphs, charts, etc. to highlight an insight. Filtration is needed at the cell level after which visualization is created.
Ease of Use
No programming knowledge required
Knowledge of customized functions needed
Data Ingestion
Live connection link to data sources, saves a lot of time
Obtaining from other sources is time-consuming
Data Visualization
Huge range of customized inbuilt charts
Simple and restricted Excel charts
Sharing of Dashboards
Creating and sharing a dashboard is difficult
Dashboard sharing is easy to handle
Security Control
Data security ensured through many options without scripting
Limited security controls offered for data
Application Integration
Integrates seamlessly with 250+ applications
Integrates seamlessly with 60+ applications
Formulas and Calculations
Easy and more powerful to create customized formulas
Involves the creation of macros and some level of programming
Data Blending
Easier in Tableau by importing from different sources and adding relationships
A little complicated in Excel by writing formulas and then computing accordingly
Drilling Down of Data
Users can freely explore data by drill-down and data blending features. Trends and correlations can also be spotted.
Drill-down data is less flexible as users need to move through the tabular formats. Exploring information is complicated.
Automatic Refresh
Automatic refreshing of Tableau applications is easy as it is intuitive and recurring processes can be created. Custom formulas can also be applied.
Automatic refreshing Excel worksheets require the creation of macros of manual programming methods which becomes difficult.
Tableau vs Excel: Which Serves The Purpose?
No doubt, both Tableau and Excel are a great asset to the family of data tools and they both look similar but have very different objectives. The objective of the organization and the key reasons are good enough to decide on which one to pick. The types of reports needed by the organization, the frequency of creation of those reports, and the allocated budget are some of the major factors that will help decide which one to choose.
Tableau is a data analytics and visualization tool whereas Excel is a spreadsheet tool. When it comes to handling small to medium-sized organizational data, Excel may serve the purpose, especially if it is all about calculations and formulas. But, when it comes to handling a huge bulk of information, just like Big Data, Tableau is perfect since it showcases data in a visually appealing manner with complete data insight. It is viable for Tableau to create a seamless data source connection with Excel and extract data from it. Finally, it is the organization’s call!
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