Streamline your existing reporting. Add automation and interactivity using Tableau

Streamline your existing reporting. Add automation and interactivity using Tableau

Markus M

Analytics Freelancer since 2008

6 days
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Besides its core capability of enabling self-service analytics, the software solutions offered by Tableau are also great for streamlining recurring reporting tasks. Agencies will benefit most from this Service Package as they commonly struggle to manually compile data for clients and waste valuable time in doing so. I will replicate your existing reporting layouts/modules in Tableau allowing for automation and interactivity that will be far more useful and save enormous amounts of time To achieve this, I will work with you to define the required data structure and export processes (e.g. from Google Analytics or Facebook Insights). The resulting dashboards can be interacted with via the free Tableau reader or (optionally) via an online interface. Additionally, visual exports can be easily generated and optimized for easy integration into Powerpoint slides or combined into a report in PDF format. Manual reporting tasks are minimized, time to delivery is improved and mistakes prevented. I will also provide suggestions to make the reporting more useful and interactive, but these are not core deliverable of this package. The number of days required to execute this package depends on many factors including number of data sources, scope of existing reporting, scope of new reporting requirements, budget and more. The baseline price noted above is a sensible estimate. Upon expression of interest, free scoping and quoting will be done. Ongoing support/maintenance can be purchased additionally.


Data structure, data update processes, local data storage

Tableau file (.twb)

2 feedback loops / iterations

2 in person meetings in either Berlin or London

1 half-day in person hand-over, as part of the second in person meeting

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