Tableau Server deployment
Install and configure Tableau Server, organize publishing and user access, and set up the agreed data refresh schedules.
Dashboards · Reporting · Data warehouses
Tableau Development Services
ERPixel develops Tableau dashboards, reports and data warehouses that connect your business data. See where profit comes from, track performance against plan and give your team reporting it can use and understand.
Tableau sales pipeline example. Sensitive data is blurred in the original screenshot.
What is Tableau?
A visual analytics platform for business reporting
Tableau is a professional analytics platform for turning data into interactive reports and dashboards. It can connect information from different sources, present it through polished visual interfaces and let business users explore results themselves. With prepared datasets, the right permissions and training, your team can also build its own reports, compare performance and investigate the details behind a number.
What ERPixel delivers
Tableau development from business metrics to working dashboards
We cover the reporting interface, the data behind it and the way your people use it to manage the business.
Dashboards, reports and data tables
Build KPI dashboards, analytical reports and detailed tables with filters, calculations and drill-down views. Agree how each metric should be displayed and how users move from an overview to the underlying detail.
Data warehouses and processing scripts
Create a data warehouse (DWH) with raw source-data tables and reporting tables. Develop scripts to clean, recalculate and aggregate records so Tableau receives consistent datasets for analysis.
Business management and KPI consulting
Help management translate company goals into key performance indicators (KPIs). Define useful metrics, calculation rules, ownership and review routines so reporting supports practical management decisions.
KPI alerts and exception reporting
Configure notifications for agreed KPI thresholds so management can notice a missed target and investigate. Alert conditions, recipients and timing are defined around the available data and refresh schedule.
User training and independent reporting
Teach users to work with Tableau, read dashboards, use filters and create their own reports from prepared data. Document the datasets and reporting logic so the team can keep working after handover.
Who needs Tableau development?
When the business question spans more than one system
These are examples of questions a Tableau solution can help answer. The required sources and calculations are agreed for your business.
Your CRM, billing and website tell separate stories
Combine CRM records, billing data, website activity and Google Analytics to examine how much the company earns, which customers contribute to profit and which acquisition sources produce revenue. Agree how leads, customers and transactions are matched across systems.
You sell through several channels or business lines
Aggregate sales and cost data across channels to compare revenue, margin and contribution to the business. See which activities sustain the company today and where growth adds profitable business.
You need budget-to-actual and period comparisons
Compare planned activity, revenue and costs with actual results. Track how much work was planned, what was completed and how performance changed from the previous reporting period.
Customer behavior differs across regions
Explore activity, trends and product demand by country or customer segment. For example, if a new product is popular in several countries but attracts little attention in one region, your team can investigate and plan a focused campaign there.
Management needs to notice exceptions sooner
Use threshold alerts to flag a KPI that falls outside its agreed range. Give the responsible manager a defined signal and a dashboard for investigating the deviation while there is still time to respond.
Your operations generate a continuous flow of events
Manufacturers can analyze prepared sensor readings and production signals. Service businesses can follow new customer arrivals, demand and service activity. We agree how those events are collected and aggregated, and how frequently the resulting reports need to update.
Start with a business question
Which numbers are hardest to bring together today?
Send an existing report, a list of source systems or a question your team cannot answer reliably. We will use it to discuss the metrics, data and Tableau work your project needs.
Why ERPixel
ERP experience, financial management and hands-on Tableau development
More than a decade of ERP work gives us practical experience with the transactions and business processes behind the figures. We bring that understanding into the reporting model, calculations and dashboards.
Financial management and profitability
Our strengths include business profitability, unit economics and financial reporting, including reporting based on IFRS requirements. We agree accounting policies, metric definitions and source mappings with the people responsible for finance.
Integration and data engineering
We connect operational systems and develop the warehouse and processing logic needed to combine their data. The reporting model reflects how sales, costs, inventory and other events are recorded in the source systems.
Practical Tableau project experience
Our portfolio includes Tableau Server deployment, financial and inventory dashboards, sales pipeline analysis and reporting across multiple business units. We use that experience to make complex reporting understandable and maintainable.
Tableau and data warehouse projects from our portfolio
Published examples of the data integration, reporting and Tableau work ERPixel has delivered.
1 / 3
Manufacturing: sales, inventory and marketing in one reporting environment
Challenge
The manufacturer needed reports for different business owners and departments, using ERP records together with Google Ads, Google Analytics and LinkedIn data.
What we delivered
ERPixel implemented a data warehouse and Tableau Server with dashboards for sales, pipeline analysis, lead conversion, pipeline win rate, inventory stock turnover, financial reporting and unit economics.
Business value
managers can examine sales and marketing alongside operational data in a centralized reporting environment. Sales owners can follow pipeline conversion, inventory owners can review stock turnover, and finance can use the financial dashboards rather than treating each source as a separate picture.
Multi-business holding: comparable reporting across separate systems
Challenge
The holding operated across retail and wholesale auto parts, vehicle services and financial insurance. Management needed a consolidated view of margins, profitability and operations across business units, while the data lived in SAP, Odoo, accounting software and Excel.
What we delivered
ERPixel built a PostgreSQL DWH and Java ETL services to extract, clean and standardize the data. Tableau dashboards covered financial performance, workforce indicators and inventory. Delivery was divided into twelve focused reporting workstreams so each area could be reviewed incrementally.
Business value
leadership can review business units through a unified reporting platform, compare revenue and profitability, and investigate workforce and stock indicators. Consolidation reduces the manual effort needed to compile and analyze information from separate systems.
Global device manufacturer: connect operational performance to marketing
Challenge
The manufacturer needed an analytical layer that could combine a complex Odoo environment with marketing and external data. Management needed to understand regional profitability, sales-channel performance and the relationship between marketing activity and eventual sales.
What we delivered
ERPixel connected operational ERP data to a separate data warehouse and Tableau analytics layer. The wider implementation brought together manufacturing, sales, service, finance and logistics data, with Google Ads, Google Analytics and LinkedIn integrations supporting marketing analysis.
Business value
management can analyze profitability across markets and channels, examine product performance and service costs, and connect recorded marketing interactions with subsequent purchases. Combining ERP and external data supports questions that the ERP alone cannot answer.
How we work
From your goals to reports your team can explain
You explain what the business needs to understand. Together we define the reporting plan, build the solution and review it in useful iterations.
- 01
Translate business goals into metrics
Discuss your needs, break company goals down into measurable indicators and identify the data that supports each metric. Agree definitions, reporting users and the decisions they need to make.
Result: An agreed set of metrics and business questions.
- 02
Map the data and create the roadmap
Identify which sources are needed, what form their data takes, how records relate and how often they must update. Prioritize the datasets and reports so the first delivery answers useful questions.
Result: A roadmap covering sources, data structure and reporting priorities.
- 03
Prepare the warehouse and connect sources
Set up the data warehouse where needed, connect source systems and write data-cleaning, recalculation and aggregation scripts. Prepare the datasets and connections Tableau will use.
Result: Reporting datasets with agreed refresh schedules.
- 04
Develop and refine Tableau reports
Build KPI reports, dashboards and data tables. Review the figures and visual presentation with your team, reconcile them with source records and refine the reports iteratively until the agreed indicators are visible and understandable.
Result: Reviewed dashboards that answer the agreed business questions.
- 05
Document the calculations and train users
Document every report: what each metric includes, its sources, calculation rules, data freshness and assumptions. For profitability, explain which revenue and costs are included. Train users to interpret the figures and create their own views.
Result: A documented reporting system and a team prepared to use it.
Tableau dashboards
Explore partner acquisition and sales pipeline reporting
Two Tableau dashboard examples showing reporting layouts, filters and analytical views. Sensitive values and identifying details are blurred in the original screenshots.
What your business gains
A shared reporting center for managing the business
The value comes from connecting visible changes to understandable numbers and practical decisions.
- 01
A consolidated view of performance
Bring agreed indicators from multiple business systems into one dashboard where useful. See changes automatically as source data is refreshed on the agreed schedule.
- 02
Trends and changes you can spot
Use visual comparisons to notice patterns, shifts and exceptions that are difficult to identify in disconnected tables. Explore the detail before choosing a response.
- 03
Cross-functional conversations grounded in data
Give finance, sales and operations a shared view of defined metrics. Review information together and discuss the figures and their context across departments.
- 04
More informed planning
Compare plans with actual performance, understand deviations and use those findings in the next planning cycle. Keep the meaning and limitations of the figures visible.
- 05
Growth with a clearer economic picture
Compare customers, channels, products and regions to understand what drives revenue and profitability, and where additional activity may support growth.
- 06
An understandable picture for investors
Share selected reports with appropriate access to explain performance, trends and the logic behind your numbers. Give investors a clear view of how management monitors the business and uses its figures to make decisions.
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n8n DevelopmentLet’s discuss your reporting
Turn your next business question into a Tableau development plan
Tell us which decisions need better information, where your data lives and what you want to see in Tableau. We will discuss the scope, priorities and a practical path from source data to working reports.
By ERPixel