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Tableau

Tableau Consulting Services

End-to-end Tableau consulting services, including dashboard development, Tableau implementation, Tableau Prep automation, and Tableau Server and Tableau Cloud deployment.

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Analytics Practice Highlights

100+

Customers Served

70+

Certified Professionals

50+

Tableau Integrations With Leading Platforms

Tableau Consulting Services: What We Do

Expert Tableau services – from Einstein Discovery AI integration to Tableau Prep automation and enterprise Server deployment.

Bring AI Predictions to Tableau with Einstein Discovery

Blend and Refine Data with Tableau Prep

Uncover Hidden Patterns and Extract Insights

Build Dashboards to Transform Data into Business Impact

Deploy and Manage
Tableau Server

Streamline Operations with Smart Automation

We Make Tableau Data Visualization Work for You

Enterprise Governed Tableau

Row-level security, SAML authentication, and permission-controlled data access ensure only the right users see the right data across every dashboard and workbook your team publishes.

Interactive Dashboards

Filters, drill-downs, and tooltip actions let end users explore data without analyst involvement, reducing ad-hoc report requests by up to 60%.

Embedded Analytics

Tableau dashboards embedded in your CRM, portal, or product give customers and partners self-serve analytics without leaving the tools they already use.

Cloud Architecture

We architect Tableau deployments on AWS, Azure, or Google Cloud, choosing the cloud layer that matches your existing data stack, not a preferred vendor.

Advanced Data Analytics

Statistical forecasting, Python/R integration, and Tableau’s Explain Data feature surface the non-obvious insights that standard bar charts miss.

Data Validation

Automated validation rules and reconciliation checks built into Tableau Prep and dashboard calculated fields catch data quality issues before they reach executive reports.

Solution Architecture

Empowering Decision-Making Across Diverse Domains

Track campaign performance and analyze customer behavior by visualizing essential marketing metrics.

Unlock the full potential of website data by visualizing key website metrics, tracking user behavior, and analyzing engagement.

Transform healthcare operations by visualizing key healthcare metrics, tracking patient outcomes, and analyzing operational efficiency.

View These Dashboards on Tableau Public

Our Expertise with Tableau Tools

Tableau Desktop

Tableau Prep

Tableau Cloud

Tableau Server

Tableau Server to Tableau Cloud Migration: Process, Timeline & What to Expect

Tableau Cloud (formerly Tableau Online) eliminates the infrastructure burden of Tableau Server: no hardware procurement, no patch management, and no version upgrade planning. Grazitti migrates your existing Tableau Server workbooks, data sources, user permissions, and scheduled refreshes to Tableau Cloud with zero data loss. Typical migration timeline: 2–6 weeks depending on workbook count and data source complexity. All migrations include a parallel-run validation period before Server is decommissioned.

Discovery & Design

Migration

Testing

Change Management

Go Live

Why Migrate to Tableau Cloud

Increased Agility

Scale user licences up or down monthly without procuring hardware or renegotiating server contracts, a process that typically takes 1–2 business days in Tableau Cloud.

Easier Management

Salesforce manages all Tableau Cloud infrastructure, patches, and version upgrades; your IT team is freed from Tableau Server maintenance entirely.

Enhanced Security

Tableau Cloud is hosted on AWS with SOC 2 Type II certification and supports SSO via SAML, OAuth, and MFA out of the box; no additional security configuration required.

Improved Collaboration

Share live, permission-controlled dashboards with internal and external stakeholders via a URL; no Tableau licence required for view-only recipients.

Cost Savings

Eliminate server hardware, hosting, software licences, and dedicated Tableau Server administration costs; customers typically reduce total Tableau ownership cost by 30-40%.

Ease-of-Use

Tableau Cloud uses the same Tableau Desktop authoring interface your analysts already know, with zero retraining cost or productivity loss after migration.

Scalability

Tableau Cloud connects live to Snowflake, BigQuery, Redshift, and Azure Synapse without local extract size limits, suitable for datasets exceeding 10TB.

Reliability

Backed by Tableau’s 99.9% uptime SLA with geo-redundant data centres across North America, Europe, and Asia Pacific, monitored 24/7 by Salesforce.

Tableau Integrations

Harness the Potential of Your Marketing Campaigns

Unified Marketing Data

Synchronize Pardot marketing data in Tableau for a comprehensive view of campaigns, leads, and ROI.

Real-Time Insights

Access real-time data that enables you to make timely adjustments to marketing strategies.

Customized Reports

Design custom Tableau reports to visualize Pardot data in a way that matters the most for marketing initiatives.

Optimized Campaigns

Make data-driven decisions to optimize campaigns, boost lead generation, and enhance customer engagement.

Get the Best Out of Sales and Customer Data

360-Degree View

Build a holistic view of customers, leads, opportunities, and sales performance with Tableau-Salesforce integration.

Real-Time Analytics

Forge ahead with real-time data synchronization and respond swiftly to marketing campaigns.

Custom Reporting

Design tailored Tableau dashboards to visualize data from sales forecasts to pipeline analysis.

Enhanced Sales Productivity

Empower your sales team with actionable insight for quicker deal closure.

Supercharge Your Online Presence

Comprehensive Web Analytics

Get a deep understanding of website traffic, user behavior, and online marketing performance.

Real-Time Tracking

Monitor website performance in real-time and make immediate improvements.

Customized Visualization

Craft customized Tableau data visualizations to interpret Google Analytics.

Get CRM Insights

Unified CRM Data

Synchronize MS Dynamics data with Tableau for a unified view of customer relationships, sales, and service data.

Real-Time Analytics

Access real-time insights into CRM operations, ensuring agile decision-making.

Tailored Reporting

Create customized Tableau reports to visualize Dynamics data, from customer interactions to sales trends.

Enhanced CX

Use data-driven insights to enhance customer satisfaction and loyalty.

Supercharge Your Marketing Automation

Holistic Marketing Data

Centralize Marketo marketing data in Tableau to build a comprehensive understanding of campaigns, lead nurturing, and engagement.

Up-to-the-Minute Insights

Keep data fresh with automated updates, enabling you to adapt quickly to market shifts.

Customized Dashboards

Craft personalized Tableau dashboards to interpret Marketo data.

Optimized Campaigns

Drive campaign effectiveness, lead generation, and ROI with data-driven insights.

Success Stories

Case Study

Building Automated Dashboards for a Hospice Care Provider

100% Switch to Automated Dashboards
Streamlined Data Extraction
Dashboards with Relevant KPIs

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Case Study

Analyzing Provider Productivity for a Community Behavioural Health Clinic

90% Reduction in Time Spent on Productivity Tracking
50% Improvement in Productivity
Better Utilization of Workforce

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Case Study

Sales Forecasting With Tableau Dashboards

Improved Dashboard Performance By 90%
Built Data Center from Two Sources
Created Sales Forecast Dashboards

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What Our Customers Say About Us

Team Grazitti has enabled us to automate existing projects, giving a one-click solution to our employees. They have enabled us to improve our Tableau dashboard performance and reduce load time. Grazitti is great as far as the quality of delivery, communication, and task management is concerned. I highly recommend Grazitti for healthcare analytics.

Jitender Batra, Senior Director, Software Business Applications,

Pacific Clinics

Throughout the years, our engagement with Grazitti has been exceptional. Gradually, our collaboration has evolved into a seamless partnership. Their development team has acquired extensive knowledge in the hospice business domain and offers valuable insight regarding analysis and logic gaps, enhancing our operational efficiency. Their team assisted us with multiple automated reports including - Daily Census Report and Referrals/Admission Reports.

Chief Financial Officer,

Hospice Care Provider

Frequently Asked Questions (FAQ)

How long does a Tableau dashboard project take?

A standard Tableau dashboard project takes 2-4 weeks from initial discovery to production deployment, depending on the number of data sources, complexity of calculated fields, and stakeholder review rounds. Simple single-source dashboards can go live in under one week. Complex multi-source executive dashboards with row-level security and custom table calculations typically require 4-6 weeks. Grazitti provides a fixed-scope estimate after a complimentary discovery session, with no obligation.

What is Tableau Prep and when do I need it?

Tableau Prep is Tableau’s data preparation tool that cleans, reshapes, and combines data from multiple sources before analysis in Tableau Desktop or Server. You need it when your data requires joining tables from different systems, removing duplicates, standardising field formats, or automating recurring transformation tasks that currently consume analyst time. Tableau Prep outputs are scheduled to refresh automatically, so dashboards always reflect clean, current data without manual intervention.

How does Grazitti handle Tableau Server administration?

Grazitti’s Tableau Server administration covers installation, architecture design, user and group management, row-level security configuration, SAML/LDAP authentication setup, scheduled data extract management, performance monitoring, capacity planning, backup and recovery procedures, and version upgrades. Available as a one-time deployment engagement or ongoing managed service with SLA-backed response times. A named Tableau-certified Server administrator is assigned to each managed service engagement.

Can Grazitti migrate us from Tableau Server to Tableau Cloud?

Yes. Grazitti migrates organisations from Tableau Server to Tableau Cloud, covering workbook migration, data source reconfiguration, permission and user mapping, scheduled refresh setup, and parallel-run validation before the Server is decommissioned. The typical migration timeline is 2-6 weeks depending on the number of workbooks and complexity of data connections. All migrations are managed end-to-end with zero data loss and minimal disruption to existing dashboard users.

Which industries does Grazitti serve with Tableau?

Grazitti delivers Tableau consulting to healthcare organisations (hospital networks, health plans, behavioural health providers, hospice care), financial services and fintech companies, high-tech and SaaS businesses, and digital marketing agencies. Healthcare implementations are built to meet HIPAA-compliant data-handling standards. Tableau dashboards we have delivered span clinical quality monitoring, revenue cycle management, sales pipeline reporting, marketing attribution, and community engagement analytics.

What is the ROI of Tableau consulting with Grazitti?

ROI from Tableau consulting typically comes from three sources: time savings (automated dashboards eliminate hours of manual reporting per analyst per week), decision speed (real-time data access reduces time-from-event-to-insight from days to minutes), and revenue impact (improved pipeline visibility and marketing attribution improve conversion rates and campaign ROI). Grazitti clients have reported an 80% reduction in reporting time and a 50% improvement in operational productivity within 60 days of deployment.

Can Tableau help with healthcare analytics?

Yes. Tableau is widely used in healthcare for clinical quality monitoring, patient outcome tracking, revenue cycle management, population health dashboards, HEDIS quality measure reporting, and staff productivity analysis. Grazitti builds HIPAA-compliant Tableau environments that integrate data from EHR systems (eClinicalWorks, Nextgen, Centricity), payer systems, and operational databases into unified analytics platforms. We have delivered healthcare Tableau solutions for hospice care providers, community health clinics, and health plans.

What is Tableau Next, and how is it different from Tableau Cloud?

Tableau Next is Salesforce’s next-generation analytics platform that combines trusted Tableau visualizations with AI-powered insights and agentic analytics. While Tableau Cloud focuses on self-service BI and dashboarding, Tableau Next is built for AI-first analytics, enabling users to ask questions in natural language, receive proactive insights, and automate decision-making with AI agents. Grazitti helps organizations evaluate, implement, and migrate to Tableau Next based on their analytics maturity and business goals.

How can Grazitti help us adopt Tableau Next?

Grazitti provides end-to-end Tableau Next consulting, including readiness assessments, migration planning, data architecture optimization, dashboard modernization, AI-enabled analytics implementation, governance setup, and user training. Our experts help organizations integrate Tableau Next with Salesforce Data Cloud and enterprise data platforms, ensuring secure, scalable, and business-ready AI analytics with minimal disruption to existing reporting workflows.