Depending on whether you are a beginner or are well versed with Tableau, consider the following:
- You must be aware of the differences between Tableau Online (comes with Zenoti) vs Tableau Desktop (purchase from Tableau directly).
Learn more: Feature parity between Tableau Online and Tableau Desktop (beginning of 2019)
Disclaimer: This resource links to the Tableau site - Zenoti cannot be held responsible for any changes to this external link.
- If you use the desktop version of Tableau, note that other than Zenoti's own data sources, the only other data sources you can connect to are Google Sheets, MySQL, SQL, Redshift, and Postgres. Other data sources are not supported.
- Ensure that the size of the Excel files are not too heavy. The Zenoti Analytics team does a manual cleanup to review the size of Excel files you upload so as to reduce any possible impact on the server performance levels.