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services / bi-reporting / tableau

Tableau implementation and audits.

We build Tableau dashboards and data models that are fast, consistent and used.

✦ Ready for the AI era. Governed Tableau data sources feed AI-assisted analytics accurately. We build them properly.

trusted by data teams at

NextEra Energy Invesco Adorama Adlibris StubHub Educative camino/financial

✓ Enterprise-ready. Already trusted by multiple Fortune 100 companies.

what we do

Tableau, implemented and audited by experts

Implementation

  • Data source and extract design
  • Dashboards and calculated fields
  • Server/Cloud governance and permissions
  • Migration from legacy reporting

Audits

  • Workbook performance review
  • Calculation and data-source duplication
  • Content and permission clean-up
  • Extract and refresh health
rd audit — tableau
rd audit --tableau

✔ published data sources governed
✔ extracts refreshing
! workbooks with 40+ sheets
! calculated fields duplicated
✗ extract failing weekly

1 critical · 2 warnings · 2 passed

// illustrative

in practice

What working with Tableau looks like

how-it-works.md

How it works

  • Extracts are fast and offline-friendly, while live connections keep data current; we choose per workload
  • Level of detail (LOD) expressions and calculated fields should be consistent across workbooks
  • Published, certified data sources stop every team from building its own version
  • Tableau Cloud or Server governance covers permissions, projects and refresh schedules
problems-we-fix.md

Problems we fix most often

  • Workbooks with embedded logic that nobody can audit
  • Extract refreshes that fail or take too long
  • Different teams certifying different data sources
  • Dashboards with dozens of filters and slow loads

where it fits / Tableau suits teams that value flexible visual analysis. We build governed data sources and dashboards that stay fast and consistent.

faq

Frequently asked questions

Can you migrate us from Tableau to another BI tool, or the other way?

Yes. We plan the migration, rebuild priority dashboards and retire legacy content.

Do you help with Tableau performance?

Yes. We review workbooks, extracts and data sources and fix the main performance bottlenecks.

What does your Tableau implementation cover?

Data source and extract design, dashboards and calculated fields, server/cloud governance and permissions, migration from legacy reporting.

What does a Tableau audit look at?

Workbook performance review, calculation and data-source duplication, content and permission clean-up, extract and refresh health.

Do you build a semantic layer first?

Where it makes sense, yes. Defining metrics once makes every dashboard, and every AI agent, consistent. Learn about semantic layer build.

Can we use AI on top of our BI setup?

Yes, once metrics are governed. We connect AI-assisted analytics to the same definitions your dashboards use, so answers match.

Do you work with the tools we already have?

Yes. We work with the BI tools you already use, or help you choose the best fit for your use case, team and budget.

How much does it cost?

Pricing is tailored to your scope. Get a quote or schedule a consultation and we will give you a clear estimate.

how we work

From first call to running system

step-01

01 /

Discover

We learn your goals, stack and constraints.

step-02

02 /

Plan

Audit findings and a clear, prioritised plan.

step-03

03 /

Build

Implementation by engineers, reviewed with your team.

step-04

04 /

Run

Hand over, or keep us on to support it.

get-started.sh

Tell us what you need. We'll scope it.

Pricing is tailored to your sources, volume and the parts of the platform you use. Request a demo or book a call with the team.