The Basics
Functionalities
Why Tableau?
Objection Handling
100

What Year was Power BI released

2015

100

What is the name of the only cloud environment Power BI can deploy to?

Microsoft Azure

100

Name two of the four pillars of why people choose Tableau over Power BI?

The Analytics Experience, Customer Success, An Enterprise Platform, and Platform Flexibility

100

A customer tells you: “Power BI is free as part of our Office 365 agreement, so we can license everyone within the organization.” How do you respond?

Along the lines of: ask them what version of PBI they have to understand what capabilities they are getting and emphasize the fact that with a free license you can’t share content with other users

200

What are the names of three licenses Power BI offers?

Desktop, Pro, Premium

200

What is the workspace storage limit on a Pro License?

10GB

200

What was listed as a common pain point for Power BI customers in 2023 Gartner Magic Quadrant?

A lack of data governance

200

Your customer tells you: “We have already invested in Microsoft and Azure, so Power BI feels like the easy way to go.” How do you respond?

Along the lines of: Ask them about the level of investment they already have with Microsoft, ask about their data sources, and let them know about Tableau’s connector to Azure.

300

How much does a Pro License cost per user per month?

$9.99

300

What are the names of the coding languages required to make advanced visualizations with Power BI?

DAX and M

300

What are the differences in what customer success looks like for PBI users vs. Tableau users?

Tableau has a large online community, PBI has IT-Focused community; Tableau has dedicated support teams for customers and PBI does not.

300

Your customer tells you: “Tableau might be better, but Power BI does everything we need right now.” How would you respond?

Along the lines of: ask about their data strategy (customers that lack a clear data strategy are less likely to invest in Tableau), acknowledge their investment in Power BI and let them know about the roadblocks customers find with Power BI’s IT-centric reporting and how Tableau can provide additional value

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