Tableau vs. Power BI from a Tableau User’s Perspective

    Business Strategy & Perspectives

Tableau vs power bi from a tableau user’s perspective

How difficult – or easy – would it be for a long-time Tableau user to leverage their expertise and get up speed on Microsoft Power BI? That was my question as I began learning Power BI. I love Tableau, but Power BI is gaining momentum and is starting to give Tableau a run for its money. Although Tableau has been the tool of choice for many developers, analysts and consultants, many of the features that made Tableau popular can now be found in Power BI. Because of Power BI’s attractive pricing and growing popularity, some companies are making the switch. Even more are keeping Tableau and adding Power BI on an “as needed” basis.

Tableau is my tool of expertise, and I’m super comfortable with it, but it is always good to learn new technology. Because this process can be painful, I was nervous about making the “leap” and learning a BI new tool. Features and functionality might be similar, but the mechanisms to accomplish tasks and the terminology would be different. Finding myself in the role of student, I took the opportunity to document the journey I undertook while learning Power BI.

POWER BI VS. TABLEAU BY FEATURE/FUNCTIONALITY

The following matrix catalogues over 50 Tableau and Power BI features and functions. It provides notes on how to translate Tableau terminology, features and functionality to the equivalent in Power BI. Along the way I provide comments about similarities and differences between the two tools and discuss “perceived” functionality gaps in these tools that existed at the time this post was published. 

Whether you’re a Tableau user wanting to learn Power BI or a Power BI user taking on Tableau, these notes should give you a jumpstart to becoming proficient in BOTH tools! By the way, we offer training in both these tools as well. Our instructors are bonafide cross-platform experts who can help you cross the learning divide because they understand where you’re coming from.

Note: Things change rapidly in technology. What is a gap today may not be in a future release.

Tableau

Power BI

Comments

Dashboard and Worksheet

Report and pages

This is not an exact comparison. A Tableau dashboard is loosely equivalent to a page in a Power BI report that contains multiple visualizations. In Power BI you can pin multiple visualizations from multiple PBIXs to a dashboard, then dashboards can be shared from within the Power BI service.

Workbook

PBIX /report

Again, not an exact comparison. In Power BI, a report is a multi-perspective view into a single dataset, with visualizations that represent different properties, determinations and insights from that dataset. A report can contain a single page or multiple pages, each of which can hold a single or multiple visualizations.

Each page in Power BI can be analogous to a Tableau “dashboard” (multiple visualizations in one) or be one single visualization, like a Tableau worksheet.

In Tableau Desktop, you save workbooks, which have worksheets, dashboards and stories.

Worksheet, views, visualizations

Visuals, pages, canvas, reports

Depending on the task, these terms are used for both platforms. The main difference is that Power BI does not use the term worksheet.

Ask Data

Q&A

Tableau’s Ask Data uses natural language to ask questions about your data. Power BI’s Q&A also provides the ability to type natural language questions about a dataset and get responses in the form of visualizations. The Q&A feature is available in both Power BI Desktop and Power BI service.

Explain Data

Insights

Both Tableau’s Explain Data and Power BI Insights take you from what happened—a spike or anomaly—to why it happened.

Filter actions on a dashboard and Use as Filter icon on worksheets in a dashboard

File > Edit Interactions

Tableau provides dashboard actions that can filter data in multiple ways.  

Power BI offers multiple ways to add filters to reports or pages. You can employ slicers and use filter icons on visualizations. You can also set drill-through filters in Power BI.

Transform data: Tableau Prep

Transform data: Power Query Editor

In Tableau you can use the Data Source tab or calculated fields to do limited transformations. Or, you can use Tableau Prep for more complex transformations. The downside is that Tableau Prep is a separate tool from Tableau Desktop, whereas in Power BI, the transform ability is embedded in Power BI Desktop.

Power BI provides different ways to transform data. You can transform data before loading it by clicking Get Data on the Power BI Desktop, selecting a data source and choosing Transform. This will put you in Power Query Editor.

Tableau Desktop’s columns-to-rows pivot in the Data Source tab or use Tableau Prep

Power Query Editor—enables transform/transpose

Power BI takes data from rows to columns. ivoting is one of myriad Power BI built-in transformation capabilities. Custom capabilities can be written within the Power Query Advanced Editor as well.

Tableau Desktop Data Source tab 

Data modeling/Power Query 

Basic data modeling (joins/relationships, UNION, ALL, etc.) can be done in Tableau Desktop’s Data Source tab, but it is limited.

In Power BI there is an option to drag-and-drop, to build joins (relationships) under the Modeling tab or by choosing the data diagram icon (on the far left of the Power BI Desktop screen). Overall display and functionality is better in Power BI Desktop.

Note: In the latter half of 2020 Tableau is expected to release data modeling functionality.

In Tableau Desktop, add another data source by using Data > New Data Source

Use Get Data to add a new data source

In a Power BI model, you can add multiple data sources and combine data in the model to produce visualizations, reports and dashboards.


This functionality is similar in Tableau.

Date Hierarchy Use + to drill down

Builds automatic date hierarchy

Click arrows and double arrows displayed on the top of visualizations for hierarchy drill down

Tableau has discrete or continuous dates. For example, you can easily group all Q4’s, regardless of year. This feature can be useful to look at seasonal or monthly trends, regardless of year.

In Power BI you can group by year, quarter or month.

Dashboard navigation – you can create dashboard actions to go to another worksheet

When you have multiple visualizations on a page, but want to see one viz in full screen, use focus mode

Dashboard actions in Tableau behave similarly to Power BI focus mode.

Create Filter and Show Filter

Slicer Visual

In Power BI, you can add filters to a report in several ways: Page filter, Visualization filter, Report filter or Drill Through filter.  

Tableau also provides multiple ways to filter.

When you add a filter, data shows only the filtered results by default

Slicer shows the filtered value AND the total before filter is applied by default

Power BI defaults to show percent of total when filtering. This is a nice feature.

Show Me

Visualizations section

Tableau has 24 built-in Show Me options.

Power BI has 31 built-in visualizations. In Power BI you can import additional visualizations from the Marketplace (some you must purchase). 

Dashboard and reports have similar performance

Dashboards are cached and have better performance than in reports

When you pin live report tiles to a dashboard in Power BI, they're not served from the query cache; instead, they behave like reports. Power BI dashboards are cached and provide more consistent performance.

OpenStreetMap/Mapbox built in

Basic maps are available> There is also a built-in ArcGIS option

Tableau 2019.3 builds in great default map functionality that includes satellite maps to show places of interest. See our webinar on Tableau maps.

Power BI can meet most basic mapping needs with out-of-the-box visualizations. Complex mapping may require customizations.

Option to change a radio button to generate an extract, which is a static Hyper file optimized for performance and can be used as a data source

Extracts/exports can be handled within Power BI in several ways

There are multiple ways to export Power BI Desktop or Power BI service data to different destinations like CSV, Excel and SQL Server.

Default visualizations missing: funnel, waterfall, KPI and donut

Provides default options for these visualizations: waterfall, funnel, KPI and donut

Power BI includes some default vizzes that have to be created manually in Tableau.

Heat maps, box charts, histograms, bullet charts and satellite maps are default options

No default options for heat maps, box charts, histograms, bullet charts and satellite maps

You can upload/otherwise fashion versions of each of these in either tool, but more steps are needed in Power BI.

Hierarchies can be built in the data pane by dragging and dropping

Use + to drill down/explode hierarchies in all visualizations

You can build a one-time hierarchy on your axis or a reusable hierarchy for a field

The applications for hierarchies are similar in both tools.

Multiple time zone support 

No built-in UTC(Now) function; however, some extensions claim to provide date time conversion from UTC to local time zone

DAX has UTC(Now) function built in plus lots of other functions that may be useful when dealing with multiple time zones

Power BI offers the capability to manage reporting in multiple time zones via built-in capabilities in Power Query and DAX.  

Tableau calc for dates and YOY comparisons 

Calculations to provide same-period-last-year can be difficult since it requires numerous calculations

DAX provides substantial support with pre-built time-intelligence date functions including: TOTALQTD, SAMEPERIODLASTYEAR

DAX/Power BI provides more built-in time-intelligence and date functions than Tableau.

Row-level security done via user filters, groups, member and security tables

Can do this in Modeler and Manage roles to limit data for users

Both Tableau and Power BI have similar concepts and options for row-level security. Just the mechanisms are different.

For details on Tableau row level security see our webinar.

Calculation Editor shows good examples and uses autofill

Examples are provided in Intellisens and uses autofill

Power BI provides Intellisense in the formula bar for calculations and will suggest potential table and column names.


Tableau is similar but perhaps not as robust. 

Tooltips can be easily modified by adding or deleting fields, you can also do a viz in a tooltip

Tooltips show things like filtered value # (highlighted) and overall value

Visualizations in a tooltip are also supported

A nice Power BI feature is the ability to add descriptions to fields that show up as hover text. This can assist in documenting fields.

View Data

Show Data and See Records

This function behaves differently in the two tools. In Tableau, when you select View Data, you'll see tabs for Summary Data or ALL data with ALL columns in the data source. This feature can be disabled for performance reasons.

In Power BI you can right click on a bar to See Records or Show Data to see data behind the bars in a crosstab format.

Assign a geographic role, like City

Assign a geographic role too in a Category

In Power BI Desktop it can be more challenging to assign geographical properties to data. For example, AL can mean Alabama or Albania, AR can mean Arkansas or Argentina or CA can mean California or Canada. This can make it confusing or inaccurate when displaying a geocode on a map.

Diverging color palette

Provides diverging color palette on measures, but you need to specify low, high and middle

Tableau will look at lowest and highest data values and build a diverging palette accordingly.

In Power BI Desktop you can set up diverging color scales by selecting the option for diverging and then set the colors for minimum, maximum and center separately.

Multiple column reports showing different charts are easy, such as four pie charts side by side, including one for each region

It gets more complicated if you want multiple rows (a true matrix)

For multiple pie charts or bars in multiple columns, you must do separate visualizations

Some third-party apps are available to purchase from Marketplace, there are some ways to get around this but it’s cumbersome

In Tableau it’s very easy to put multiple dimensions on rows or columns, giving you one viz for each. In Power BI this must be done separately and put together (hard-coded) or you have to use workarounds or a third party. A matrix of charts is not out of the box for either tool.

 

 

Window functions

LOD functions

X function i.e. AverageX

There are multiple ways to specify the grain of functions. i.e. Average sales for all regions versus average for one product. The mechanisms are different, but it is possible in both tools.

Custom color palettes

 

Themes

In Tableau you can customize colors using a preferences file that can be stored locally or on the server. Custom colors show up at the very bottom of color palettes and need to be assigned to categories and measures.

In Power BI you can create a theme with custom colors (theme is a JSON file).

Size on Marks card can be used to increase size of marks (i.e. circles, bars)

This is mostly done using Properties

Power BI Desktop does not have a universal template feature like the Marks card in Tableau.

Easily change mark type, for example, from a circle to a polygon on a map or from a bar to a line on a chart

There is no equivalent to easily change mark type shape

With Tableau, it is super easy to change shapes and mark types.   

Build visualizations in Tableau Desktop or Tableau Server and use Tableau Server (on-prem) or Tableau Online (fully hosted) to publish

Build visualizations in Power BI Desktop and publish to Power BI service.

Power BI Report Server is the on-prem server equivalent to Tableau Server.

Web authoring: Tableau Desktop and Tableau Server Web Authoring

Web authoring: use Power BI Desktop then publish to either Power BI Report Server or Power BI service on the cloud

Web authoring in Microsoft Power BI is limited. When creating reports, Power BI Desktop is the only viable option.

To create data sources and visualizations or to modify existing visualizations, you need either a Creator license, which is expensive

 

Learn more about Tableau licensing


To view (only) you need Viewer license which is relatively inexpensive

To build visualizations requires Power BI Desktop, which is free

To share reports created in Power BI Desktop requires a Power BI Pro license

Tableau is inexpensive for Viewers but costs quite a bit more for Creator (creator required for Tableau Desktop). Power BI Desktop is free but to share reports you need to upgrade to a Pro license.

To download the beta features you need to join the Tableau beta community

You can easily see a preview of what is coming in the next release by choosing File > Global Preview

It’s nice that Power BI let’s you preview what features are coming from within the desktop tool.

Options for live connections or extracts in the Data Source tab

Direct Query and live connection options, in addition to standard import capabilities

In Power BI, Import requires refresh like Extract in Tableau.

 

Custom SQL for building complex data sources

Advance Direct Query written in M

In Power BI every table has a query behind it.

Data source filter

Data filtering in Query Editor

If you want to filter data before it has been imported into Power BI, click Get Data Advanced options.

Calculated fields in Tableau are stored as part of the data source or you can have ad-hoc (in line) calculations

Power BI uses Query Editor to add calculated columns and custom functions

In Power BI you can build custom columns and custom functions the same as you can do in Tableau.

 

 

To replace a data source or file path, use Edit Connection

To change a file path name choose: Edit Queries > Data Source Setting > Change Source

Similar in both tools.

Can Undo most steps

Can undo some things but not all, it depends on whether you’re using Power Query or Power BI

In Power Query Editor, changes made to your data are saved as steps on the right side and you can remove or add steps at your convenience. This is handy but using undo can be confusing in Power BI as it is not available for everything.

Click on a field and change default properties for things like aggregations (i.e. SUM vs AVG)

Change default aggregations under Modeling in Data or Report View, then choose Data Category

Default summarization

Working with aggregates in Power BI service can be confusing.

 

Hide fields under the Data Source tab

Hide fields under Properties

Similar in both tools.

Join is under the Data Source tab

Manage Relationships

Relationships between tables are necessary to accurately calculate results and display the correct information in your reports.

You can publish to Tableau Server and Tableau Online (online is hosted Tableau Server)

You can use sites and projects to group workbooks, dashboards and data sources

Power BI has workspaces, which are a collaborative environment/shared space (these are projects)

There are different mechanisms for collaboration in each tool.

Has data sources

Has datasets, which have data sources that are managed within Power BI

Similar concepts, different mechanisms.

Roles: Explorer, Creator, Viewer

Roles: Contributor, Member, Viewer

Similar, but with different names.

Can certify data sources

Can certify and promote datasets

Tableau only provides certification of data sources, whereas Power BI provides promotion and certification of datasets.

Extracts are stored as TDE and Hyper files

Both report and datasets are stored as PBIX files

In Power BI it can be useful to separate the dataset from the reports, i.e., two PBIX files.


Hyper file extracts are very fast in Tableau.

Lookup: table calc can be used to perform calculations data from a previous period

Lookup: perform by building measures which are calculated on the fly based on what you are filtering

Power BI can do a Same Period Last Year function which is nice. You can do something similar using a table calc in Tableau.

Stories

There is no way to walk through visualizations in a storyboard format

Microsoft has invested in data journalism to enable storytelling using Power BI. Read more.

     

TAKE AWAYS ON LEARNING POWER BI VS. TABLEAU

I’ve been using Tableau for years and was afraid that learning Power BI would be a real pain. But all in all it wasn’t so bad. I found that Power BI has more to it than meets the eye. While the building of beautiful visualizations is easier in Tableau, Power BI surpassed Tableau in a few key areas such as data modeling and time intelligence.

At the end of the day, I feel learning Power BI was worth the effort. I am sure there is much more to discover in this comprehensive tool and it’s going to be an ongoing journey. If you know Tableau and are looking to learn Power BI, hopefully this list of differences will give you the jump start you need.

If you about to learn Power BI or want ongoing or cross-platform proficiency, Senturus offers instructor-led and self-paced, computer-based training in Power BI, Cognos and Tableau. What’s really exceptional about our training is that most of our instructors (and our consultants) are experts in multiple tools and use them every day in the field. They know the tips and tricks, which really helps students get up to speed quickly.

Also, check out our free knowledge resources, where we offer lots of great info on Power BI, Tableau, Cognos and everything else analytics related.

This blog was submitted by our own Monica Van Loon. A frequent contributor to our blog, Monica is Tableau certified and teaches many of our Tableau workshops.

 

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