Tableau Year 3 - More Insights from the Tableau Use Survey

Decorative graphic illustrating thought leadership

In the prior installment of the Three Years of Tableau blog series, we shared how the increased use of Tableau has created its own community at Ohio State. In this post, we'll highlight feedback and comments from the Tableau 2022 survey and gain insight into the data and analytics goals of Ohio State thought leaders, business partners, and members of the Tableau community who provided responses.

The Tableau survey feedback mentioned in this article shows how respondents continue to embrace Tableau for their data and reporting work while underscoring how Tableau continues the trend of university-wide collaboration. The feedback and candid comments also provide insight into what respondents want to see from Tableau in the future and how the tool affects their staffing decisions. We'll close this installment with a quick rundown of how to add Tableau to your skillset. 

 

Continuing to Embrace Tableau 

"Our reporting process was non-existent until we adopted Tableau. We lived in “spreadsheet-city.” With the implementation of Tableau we're able to automate various analytic outputs as opposed to having to manually muscle Excel.”

That previous quote, a response to one of the survey's open-ended questions, makes it clear that the data community doesn't want to return to the pre-Tableau "Spreadsheets-R-Us" way of doing things from three years ago. Care to take a guess how frequently Tableau is used at Ohio State compared to other analytics tools?

Which analytics tool is most used by respondents?

Tableau is number two! Sure, we all want to be number one. But it's still impressive that Tableau is the number two analytics tool among survey resondents, within just three years of being adopted at Ohio State. The prior quote, in tandem with the Tableau use survey data that follows, shows how Tableau continues to pull ahead of other tools as the primary app for data and analysis tasks.

Analytics Tools Use Frequency by Month

  • 100% - Excel
  • 95% - Tableau
  • 51% - SQL
  • 31% - SSRS
  • 19% - R/Rstudio
  • 15% - Google Analytics
  • 13% - PowerBI
  • 12% - Salesforce

 

Continuing to Collaborate

While one might be tempted to still think of Tableau as just a specialized tool used among a small group of people, the survey data indicates that respondents frequently partner with units, outside of their own, on collaborative data projects throughout multiple university business areas. 

  • 46% of respondents indicate they frequently engage in data collaborations among Business and Finance, Office of Student Academic Success (OSAS), and Student Life.
  • 20% of respondents indicate they engage in data collaborations with Admissions and Office of Enrollment Services Analysis and Reporting (OESAR).
  • 13% of respondents indicate they engage in data collaborations with Office of Human Resources.

 

Tableau Looking Forward

The Tableau usage survey also provides insight into what respondents are hoping to achieve with Tableau over the next five years. Through their comments we learn how they see Tableau serving their areas going forward and how it will influence their staffing and hiring decisions. See the comments in the collapsible section.

How does data visualization impact you or your team's ability to use and digest relevant information?

“Data visualization is extremely important as it elevates data in a way that provides leaders the ability to quickly digest and make decisions.”

Business and Finance

“We are able to communicate metrics to executive audiences quickly with visualization software.”

Strategic and Competitive Intelligence

“For our data analysts, it has significantly reduced time conducting analysis.”

University Marketing

“It has helped us communicate to the colleges on utilization of specific tools and services in a new way and allows leaders to quickly ingest the data and trends. Hopefully we can expand that to additional tools and services to provide an even more comprehensive review of everything.”

Learning Technology

Why are Tableau skills a factor when making hiring decisions?

“The ability to communicate complex concepts is necessary for our line of work. Tableau is one tool for making that happen.”

Strategic and Competitive Intelligence

 “We need more data literate employees to help with current and future data analyzation and visualization needs.”

Learning Technology

Top-5 anticipated benefits from Tableau use within the next five years

  1. Improved operational efficiency
  2. Increased productivity
  3. Additional capabilities added in business science, machine learning or artificial intelligence
  4. Increased return on data assets
  5. Increased collaboration and learning

 

Getting Started with Tableau

At this juncture, you might be thinking, "OK, I get it. Tableau is great and it's helping to bring a myriad of thought leaders and data and reporting experts together. But gaining a foothold seem complicated."

It's true. There isn't just a single path to developing Tableau expertise. If you think you might be someone who could benefit from using Tableau for your college or unit, but you're just not sure where to begin, try these steps below. And as always, if you have additional questions about the Tableau service, please contact Jimmy Anthony and Maureen Henry.

How to begin with Tableau:

  1. Access Getting Started with Reporting at the Data @OSU website and check out a brief 8-minute Tableau walkthrough to obtain some basic foundational knowledge about Tableau.
  2. Review the Data Domains page and learn about what primary and secondary data domains exist. On the same page there is also a link to list of current Data Stewards. It’s not a bad idea to connect with the Data Steward assigned to the data domain in which you are interested.
  3. Determine the Access and Tools you need. In talking with a Data Steward, you may discover you could require access to Tableau Server or Tableau Desktop. Use the process information on the Access page to determine your tool needs.
  4. After you’ve requested the appropriate tool access, check out additional available support videos available on the Data@OSU site. There are videos that can be used as light training resources as well as a Media page containing clips of past recorded overview sessions and lunch and learn events.
  5. For those with needs within the Workday Finance or HR space, another excellent resource is the Reporting Overview found in the Administrative Resource Center. The Reporting Overview explains differences between current Workday Reporting and historical reporting whole also providing avenues for additional more specific help.

 

And as a closing reminder, you can become a member of the Ohio State Tableau Community and stay apprised of all things Tableau by participating in the Tableau User Group (TUG) through MS Teams.