November 2015


This is Part 3 of the short history of Tableau, inspired by huge success of TC15. Previous blogposts can be found here (Part 1, self-intro): https://apandre.wordpress.com/2015/10/24/tableau-self-intro-2003-7/ and Part 2 (catching-up) here:  https://apandre.wordpress.com/2015/11/08/tableau-catching-up-2008-10/ . After reviewing this article I have to acknowledge that the big contributor to Tableau success was (in addition to Tableau itself) … Qliktech. Judge it for yourself:

6.0. July 2010. Qliktech’s IPO created $2B-$3B public company, legitimized the Data Visualization Market and proved that traditional BI tools (like Microstrategy, Cognos and Business Objects) are in deep decline. In short it created the fertile ground for future (2013, 3 years after QLIK’s IPO) Tableau’s IPO. Please note (see chart below) that QLIK’s YoY growth was below 100% even in pre-IPO years (as oppose to much faster YoY growth for Tableau).

QVYoY116.0. October 2010. Around 10/10/10 the Qliktech released Qlikview 10 which sets the high bar for Data Visualization competitors and only 2 of them were able to pass it: Spotfire and Tableau.

TBvsQVvsSF

6.0. January 2011. Success of Qlikview 10 convinced the BI thought leader Mr. Donald Farmer to leave Microsoft for leading role @Qliktech and for exciting opportunity to define the future of Qliktech’s products.

Donald-Farmer-Photo-FIVE

In my humble opinion Donald led (of course it was team “efforts”) Qliktech from the winning product (Qlikview) to cool, wonderful but losing product (Qlik.Next or Qlik Sense) and unintentionally helped Tableau to become a leader and the winner. It was amusing to see that Donald’s title changed from VP of Product Management to VP of “Innovation and Design” approximately the same time when Qlik Sense was initially released (summer of 2014).

6.1. November 2011. Around 11/11/11 the Qliktech released Qlikview 11, which turned to be the last functional update of Qlikview until December of 2015, when Qlikview 12 was finally released after 4 years of unjustifiable and self-defeating delays.

7.0. December 2012. Qlikview 12 was not released on 12/12/12 as expected (that was huge gift to Tableau). Instead Qliktech started the development of new product Qlik.Next (much later released as Qlik Sense) in hope that it will replace Qlikview and Qlikview community will migrate to Qlik Sense.

8.0. May 2013. Tableau’s IPO created initially $3+B public company, which quickly double its capitalization and become the leader of Data Visualization market. Tableau was and is only company on this market, who was able to keep 75%-100% (or more) YoY growth for many years until 2015.

8.0. October 2013. In its self-defeating announcement Qliktech declared it is not in rush to release Qlikview 12 and instead it will focus it development on Qlik.Next (which will be eventually released as Qlik Sense), completely yielding the leadership position (in Data Visualization market) to Tableau, see part 4 of this series. That announcement convinced me to stop comparing (at least on my blog) “leading” Data Visualization products – since the release of Tableau 8.1 (new leader in my opinion) in November of 2013 everybody else was just trying to catch-up and so far Tableau managed to be ahead of competition.

6.1. August 2011. Tableau 6.1 introduced the “mobile BI” in form of iPad app (that created bad Tableau’s habit to ignore more popular Android as mobile environment) and support of mobile Safari browser.

ipad61

Tableau 6.1 Server views are automatically touch-enabled and filters, parameters, pages and even highlighting all accommodate finger selection and resized accordingly, all scrollable areas can be dynamically scrolled with a finger swipe, all zoomable areas like maps can be zoomed in or out by pinching the screen.

In version 6.1 Tableau added localization to French and German; postcodes for AUS, CA, FR, Germany, NZ and out codes for UK; Pan and Zoom inside maps; Custom layout legends; Links on dashboard images etc.

Tableau wrote own text file parser which is faster than previously used JET parser; new parser can work with files of any size as oppose to 4GB limit, imposed by JET. Version 6.1 added the ability to append data extract from file:

AppendData61

enables an incremental refresh of data extract by adding only new records from data source by identifying new rows by some special (preferably containing only unique values for each record) data field, like timestamp:

IncrementalExtract61

and added the ability to refresh (in one operation) all data extracts used in workbook (very useful).

7.0. January 2012. Tableau 7.0 added new chart types like area charts, filled and wrapped maps, parameter functions, new statistical capabilities (for example t-values and p-values for trend modeling, exponential modeling for trend lines, summary stats, confidence bands), NULL values management.

Version 7 introduced Data Server, which allows the publication of shared data extracts, pass-through data connections and metadata, central location for all data sources, easy management of schedules for data extracts. Tableau server 7.0 supports now multi-tenancy in form of multiple sites where sites users, workbooks and data separated by site “firewalls”.

Tableau 7.0 added “Show Me” Dialog box:

showme71

8.0. March 2013. Among new features in Tableau 8.0: Web and Mobile Authoring/Editing: http://www.tableau.com/new-features/drag-and-drop-editing , support for local rendering, filtering, highlighting and even local URL actions:

679x300_localrendofmarks

Tableau Server now dynamically determines where to best perform rendering and interactive updates – on the server or in your local browser. Tableau decides on-the-fly whether it will be faster to perform actions right in your browser with local rendering, or query Tableau Server. This behavior is automatic, so you don’t have to think about it. Local rendering can speed up your analysis dramatically, especially when on a slow connection to Tableau Server.

Tableau 8 provides an application programming interface (API) to enable developers to directly create a Tableau Data Extract (TDE) file.

679x300_dataengineapi

The API works with C/C++, Java, and Python and can be used from Windows. Developers can use this API to generate TDE files from on-premise software and software-as-a-service. Tableau can then connect natively to these extract files. After you open a TDE file in Tableau Desktop, you can publish the extract to Tableau Server. This API lets you systematically get data into Tableau when there is not a native connector to the data source you are using. You can explore the Tableau Data Extract API documentation and get started by downloading the API itself , also see

8.0. July 2013 – Tableau Online: see spec and demos here: http://www.tableau.com/products/cloud-bi and video overview is here:

and here:

Tableau intentionally limited its cloud product to workgroup usage with 100 GB total per account storage, shared between limited number of users ($500 per user per year).  Tableau sales openly suggesting that Tableau online can be used by group with no more than 35 users.

This is the Part 2 of my post about Tableau’s history. Part1 “Tableau self-intro: 2003-7” was published on this blog earlier. The text below is based on Tableau’s attempt to re-write own history, version by version. What is below is said by Tableau, but interpreted by me. Part 1 “Intro” covers 2003-7 from version 1 to 3, Part 2 (this article) “Catching-up” covers 2008-10 from versions 4 to 6. Recent Q3 of 2015  ($171M revenue) financial results showing that Tableau keeps growing faster than anybody in industry, so interest to its history remaining high among visitors of my blog.

In 2010, Tableau reported revenue of $34M, $62M in 2011 (82% YoY), $128M in 2012 (106% YoY). The company’s 2013 revenue reached $232M, an 81% growth over 2012’s $128M.  2014 revenue exceeded $413M (78% YoY) and in 2015 Tableau expected $650M revenue (57% YoY), more than QLIK:

revenue7to15

In Multi-line Chart above (data are from Morningstar, for example: http://financials.morningstar.com/ratios/r.html?t=MSTR) the width of the each line reflects the value of Year-over-Year growth for given company for given year (Tableau is blue, Qliktech is green and Microstrategy is orange; unfortunately Spotfire sales data are not available since 2008, thanks to TIBCO). Here is Tableau’s revenue for last 5 quarters:

DATA-Revenues

Tableau’s success has many factors but in my opinion the 5 main contributors are:

  • In 2007 TIBCO bought Spotfire, making it incapable to lead;
  • Both Spotfire and Qliktech left their R&D in Sweden while scattered other offices in US;
  • Release of free Tableau reader in 2008 – brilliant marketing move;
  • Release of free Tableau Public in 2010 – another brilliant marketing move;
  • Gift from Qliktech in 2011-2015 (more about that in Part 3 or 4 of this blog post).

4.0. 2008. Integrated Maps added: “Data elements such as city, state and country are now automatically recognized as mappable dimensions, and users can also assign geospatial rules to selected dimensions. Once maps are created, users can also change the way data is presented and drill down into the underlying information without a need to understand map layers or complex geographic parameters”.

“Other upgrades in Tableau 4.0 include support for embedding visualizations within Web applications, Web sites and portals such as Microsoft SharePoint. Conversely, Web applications can also be embedded into Tableau”.

In 2008 Tableau released the free Tableau Reader and enables server-less distribution of visualization with full Windows UI experience. “Getting an unlimited free trial into the hands of thousands of people raises awareness among people who are interested in analyzing data, while at the same time training them in its use”. Also see old video here:

5.0. 2009. Tableau enables Views and Dashboards to act Visual Filters, which improves tool’s ability to drill-down data. Such actions can be local and global. Tableau Server now is capable of multi-threading and it can be distributed among multiple hardware boxes or virtual machines, greatly improve scalability and performance.

New Data sources and connectors introduced: Postgres 8.3, Oracle 11g, MySQL 5.1, Vertica v3, Teradata 13, DB2 v9.5 ; Tab, Space, Colon and Pipe delimited flat files, custom geocodes.

5.1. 2010. Added reference lines, bands and distributions, added bullet charts and box-and-whisker charts, expanded set of available pallets, enabled the customization of titles, annotations, tooltips, dashboard sizes,

DahbLayout5_1

actions and filters. Tableau 5.1 extended the support for Teradata and Essbase.

Tableau Public. 2010. In its 2nd brilliant marketing move (1st was the release of free Tableau Reader in 2008) the free Tableau Public was released and that instantly made Tableau as the leader in Data Visualization field.

6.0. 2010. The evil Data Blending was introduced in version 6 due an inability of Tableau to join tables from multiple databases and datasources. This architectural bug will be partially fixed in 2016 (Tableau 9.2 or later – it was not clear from TC15 announcement), but real solution can be achieved only when Tableau will implement own internal in-memory DBMS (preferably capable to support columnstore).

Data Engine was introduced as the separate process, which in theory is capable to optimize the creation of Data Extracts and the usage of available RAM as well as take advantage of available disk space so Data Extract can be larger than available RAM. Among new features are improved server management; parameters, which can accept user’s input; suite of table calculations; and drag-and-drop UI for creating Ad-hoc hierarchies.

Below is a screenshot of my drill-down dashboard I did originally in Qlikview and then redid in Tableau 6 to prove that Tableau can do as much drill-down as Qlikview can (using Tableau’s Dashboard Actions):

TableauDashboard2

Image above has an interesting “story”: since it was published on this blog more than 4 years ago it was copy-pasted (in many cases “stolen” without credit to me!) and used as the showcase for Tableau by many blogposts, articles and other publications and “authors”, who disrespect the elementary quoting/crediting rules since internet allows copy/paste operations and leaving up to those people to be polite or disrespectful.

The indirect prove of the brilliancy of Tableau’s marketing moves (free Tableau Reader and free Tableau Public) in 2008-2010 is the volume of the internet searches (thanks to Freakalytics.com) for Tableau and its 6 nearest competitors in 2009-14:

2014-BI-growth-forecast-by-freakalytics-top-5-tableau-versus-next-6

In follow-up I am planning the Part 3: Tableau competes, 2011-13 and Part 4: Tableau the leader, 2013-15.

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