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1. Re: What are your top challenges when you first use Tableau?
lei.chen.0Apr 23, 2018 6:01 PM (in response to Sean Li)
1 of 1 people found this helpfulHello Sean,
I'd like to share some of my pre-sales experiences.
It took me much time to explain to the customer, where do the dimension and measure items "come from".
Actually the data connection was a live connection to Excel. The customer had been a heavy user of another BI tool (I'm not to disclosure the product name), and the customer thought the data items were fetched into Tableau.
I always introduce the tabs (Projects, Workbooks, Views, Data Sources) carefully to my customers when they first login into server, in order to prevent the confusion.
I always explain the Server permission model carefully. Permissions are on containers, site roles are on entities, & etc.
Most of the concepts are clear to me, but difficult to understand for many customers at the first sight.
Regards
Lei