Tableau Cloud Migration
How to migrate your data from different systems to Tableau Cloud
Reduce the manual effort for planning, forecasts and predictions. Use a single interface to map input and visualisation with one process step and to easily display comments on key figures. Avoid system breaks and use the Form Builder, Tableau extension developed by M2 to carry out your planning in a smart, intelligent and time-saving way.
With Tableau and the Form Builder developed by M2, you can depict and simplify diverse and complex planning processes. Technically, this makes use of the possibility of integrating certain functions into Tableau dashboards via the Tableau Writeback Extension API.
With the Form Builder we have developed a tool that enables every company to independently create interactive dashboards including forecast and commenting functionality.
In addition to the uncomplicated entry of key figures, you have the possibility of making qualitative comments on the planning and forecast values and making corresponding evaluations.
Several of our customers already use Tableau successfully as a planning tool in their company. Read two exemplary customer stories to find out how Tableau and Form Builder have been used to automate and streamline planning processes:
M2 Solutions · M2 Form Builder · Tableau Writeback Extension
Our partner
Media Impact is a marketing joint venture of Axel Springer SE and the FUNKE Media Group and one of the largest cross-media advertising marketers in Germany. The title portfolio comprises more than 100 versatile media brands.
Initial situation & goal
In the commercial management area, all forecasting and planning processes are centrally controlled and consolidated. Advertising revenues are forecast on a weekly, monthly and annual basis. The regular and faulty processes could only be guaranteed with a high degree of manual effort. The aim was to develop a web service integrated into Tableau to facilitate the process of forecast submission. The departments involved were to be enabled to enter their forecasts independently and without system interruption and manual process detours - directly in the Tableau Dashboard. The central control should remain in the commercial management.
Project approach & solution
1. Requirements analysis
2. Concept & design of forms and Dashboards
3. Integration of the forms in Tableau Dashboards
4. User tests & design iteration
5. Going live to production
The result
More information about the M2 Form Builder can be found here.
M2 Solutions · M2 Form Builder · Financial Forecast Planning
Our Partner
A German life insurance company with headquarters in Munich. The company relies on over 8,000 independent insurance brokers to advise its customers.
Initial situation & goal
The customer's controlling department had the goal of improving their monthly forecast planning. They wanted to analyse and insert data into a single Tableau Dashboard by embedding an input form as a Tableau extension. The analysis of historical values was to improve the quality of the forecast inputs. In addition, switching between interfaces should be avoided. A suitable authorisation model was required as all users should only be able to enter data for their respective accounts and cost centres. The newly entered values were to be transferred to the dashboard with one click.
Project approach & solution
1. Requirements analysi
2. Concept & design of the forms
3. Integration of the forms in Tableau
4. Introduction of the Dashboard into production
5. Maintenance and support
Project result
More information about the M2 Form Builder can be found here.
Feel free to contact us if you too want to optimise your manual planning processes. We look forward to the exchange with you!
Request Tableau as Planning Tool