Tableau vs Excel: When to use Tableau and when to use Excel

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Tableau vs Excel - Not sure when to use Tableau and when to use Excel?

Well, many people are uncertain about the difference between them. And that’s a reasonable doubt, until we point out they serve different purposes. Using Tableau doesn’t necessarily mean you can forget about Excel, and vice versa.

Tableau has grown to become one of the most popular business intelligence tools in the entire world. It is a BI software that allows non-technical users to visualize their data and work with it almost immediately, lowering know-how barriers dramatically.
In the past, business analysts needed the help of IT personnel who would assist them in gathering raw data and pre-processing it. Only then could business analysts start working on the visualization of such data. The advent of Tableau democratized this process and allowed BI analysts to be independent. Non-technical people can easily load data into the program and start playing with it. Tableau’s forte are meaningful and intuitive visualizations. And sometimes that’s really valuable. Analysts are able to explore their data right away, without spending too much time on numbers which provide limited insights and instead focus on data that matters.
This is why we can confidently say that Tableau is an indispensable tool in the arsenal of most corporate business intelligence analysts, data analysts, and data scientists.
While Excel is not as powerful or intuitive as Tableau when it comes to data visualization, Tableau is not optimal when you would like to use it as a data creation tool. Although it has several database management functionalities, the program isn’t the best solution when you would like to perform multiple operations with your data before you start analysing it. Moreover, Tableau isn’t great for multi-layered calculations. It is able to calculate its own fields, but it shouldn’t be used as a spreadsheet tool for multi-layered calculations such as the preparation of a budget in Excel.
We can agree that a competent analyst needs both Excel and Tableau given that they serve different purposes.

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