Services › BI consulting

Tableau consulting for dashboards that answer the question fast

We build Tableau dashboards that are clear at a glance, write the calculations behind them, and publish them to Tableau Cloud or Server with the right permissions.

Request a consultationHow we work
Tableau DesktopTableau CloudTableau ServerTableau PrepLOD expressionsSQL
Sound familiar?

Problems we fix

Dashboards are crowded and hard to read
Calculated fields have grown into a tangle
Extracts are slow or refresh at the wrong time
Permissions are set user by user
Reports were rebuilt from another tool and do not match
Your team needs a Tableau expert for a few weeks, not a full hire
Tableau consulting

What we do

01

Dashboard design and development

Layouts built for the decision, with filters and actions that feel natural.

02

Calculations and LOD

Level of detail expressions, table calculations and parameters done right.

03

Tableau Cloud and Server setup

Projects, groups, permissions and refresh schedules that scale.

04

Migration to Tableau

Rebuild reports from Power BI, Excel or legacy tools and match the numbers.

05

Data prep and sources

Tableau Prep flows and clean data sources from SQL, CRMs and spreadsheets.

06

Embedding and sharing

Share dashboards with clients through EmbedPortal with row-level filters.

How we work

Four steps, no surprises

Discover

A free call to understand your goals, data and tools. You get a written scope and a fixed price.

Design

We agree on metrics and layouts with you before building, so there are no surprises.

Build

Regular updates and working previews, with revisions before sign-off.

Hand off

Documentation and a walkthrough so your team can own what we built.

Results

Recent work and client reviews

Client names are kept private.

Pharmaceutical sales

Territory and account dashboards for a commercial team, rebuilt over several versions as the business grew.

TableauSQL
Tax and accounting practice

Filing tracker that combines CRM data with deadlines so partners see status at a glance.

Tableau CloudCRM data
★★★★★
Exceptional support in creating and publishing Tableau dashboards, seamlessly replicating complex visualizations from Power BI to Tableau. Expertise, attention to detail, and clear communication made the process smooth and efficient.
Power BI to Tableau rebuildVerified client review · Tableau · Power BI
★★★★★
This custom project required someone experienced, capable and reliable with Tableau and data analysis. The team was exactly the right fit for this project and will be rehired for the next iteration.
Tableau dashboard improvementsVerified client review · Tableau
Ways to work together

Fixed price or monthly

You get a written scope and price after a free consultation.

Fixed-price projectOne dashboard or a full build, with a set scope, timeline and price agreed upfront.Monthly retainerA block of hours each month for new reports, changes, fixes and questions.Delivered in EmbedPortalShare what we build with customers and partners in a branded portal with unlimited viewers.
FAQ

Tableau consulting questions

What does a Tableau consultant do?

We design and build Tableau dashboards, write the calculations, prepare data sources and set up publishing and permissions on Tableau Cloud or Server.

Can you migrate our Power BI reports to Tableau?

Yes. We rebuild the visuals and logic in Tableau and check the numbers against the original reports before hand-off.

Can you speed up slow Tableau dashboards?

Usually, yes. Common fixes are simpler calculations, better extracts, fewer marks per view and moving heavy logic into the data source.

Do you work with Tableau Cloud and Tableau Server?

Both. We set up projects, groups, permissions and refresh schedules, and can help you move from Server to Cloud.

How do I share Tableau dashboards with clients?

Through EmbedPortal you can share Tableau views under your brand, with each client filtered to their own rows.

Talk to us about Tableau consulting

A free consultation. You get a written scope and a fixed price before any work starts.

Request a consultationAll services
Scroll to Top