Why use R when you have Tableau? Tableau vs. R?

I have seen many discussions around Tableau Vs. R. Here are my thoughts on this topic. Tableau is a fantastic tool for pattern discovery using data visualization. It is usually my tool of choice when I want throw some data and keep playing with the data to see whether any patterns emerge. Learning and using Tableau is a very low time consuming activity, but you could keep playing with the data and nothing might emerge.

Whereas, R has a very steep learning curve; any investment you make in R, however, will be returned to you with significant rewards.

R is easily more than a programming language; it is almost a whole framework.

You have access to countless libraries:

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Why learn R?

If very few people are using R around you, then it is more the reason to learn R, because soon you’ll be wowing them (and future employers) with your skills. Remember: if something is easy to do, everybody is doing that thing; you will become indistinct by becoming a commodity. Better, become indispensable.

If something is easy to do, everybody is doing that thing; you will become indistinct by becoming a commodity. Better, become indispensable

Difficulty and learning

There's no sugarcoating this: R is difficult to learn. When you just starting out, you will be confused with matrix and vector, the way R likes to store data.

Hadley Wickham's many libraries, including dplyr and ggplot, and tidyverse? bring the bar to entry really low.

Here's how Tableau and R compare; notice the distance between them.

Data tools difficulty learning curve r tableau-excel-chart

As as example of R's power, consider this report that I created in R.

It is reporting an inclination score (generated using R), showing sparklines (again R), getting data from SQL Server data warehouse, and then repeating the analysis for every region and every capacity range.

More than 100s of nice looking pages within seconds.

Auto Reports using RAuto Reports using R

If there were only two reasons to use R, I would say these:

  1. reproducibility and
  2. repeatability.

You can do everything in R in one script. Then you can come back to it after a few years, and still able to track your steps down.

As I see it, it is really not Tableau vs. R issue. They can be used together.

For all Tableau’s promises, I believe that only few people actually use it for exploration and it becomes another reporting a.k.a BI tool.

I use Tableau for exploring, finding quick patterns and then coding that in R to reproduce the patterns for all various combinations. You can quickly build dashboards together without actually thinking about the process or about your objective of actionable insights.

In addition, since it is easy to create charts, there is a real danger of quickly creating many useless charts.

Here’s another example of R’s magic: a convex hull to cluster customers (so getting data, clustering, convex hull and mapping in one single script) to find regions with opportunity.

Convex Hull and Clusters Using R

Convex Hull and Clusters Using R

RStudio provides a nice interface and makes R very easy to use. RStudio supports Markdown which produces nice looking documents or HTML pages with the benefit of retaining all your code to reproduce all your numbers and graphs with newer data.

One more advantage of Markdown: Markdown is very easy to learn.

If you want to create more controlled, beautiful looking documents, however, you can take the complicated, frustrating, yet rewarding route, and rely on knitr, LaTexSweave, and RStudio.

More examples of R

Network Analysis

A really good example of the power of R is in creating interactive, web-pages or applications. Here, using the Game of Throne characters and this data set, visNetwork library easily created this fully interactive network. (Note: I'm unable to embed the map in the wordpress easily, but here's an export)

game of thrones network created r

Animation

Using R, I was able to show the growth of Walmart in the US. Graphs, check. Animation, check.?

Shiny Apps

One of the biggest advances in R programming was the development of Shiny environment by RStudio. This made creating web-apps very easy. Here's one example from the RStudio gallery:

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Overall Pros and Cons of Tableau vs R

Tableau

  • Super-easy to use
  • Beautiful visualizations out-of-the-box
  • Very powerful
  • Very fast
  • Lots of data connectors
  • Short learning curve
  • Big community
  • Data manipulation is a pain
  • Limited to visualizations
  • Sharing workbooks (for confidential data) is a challenge (expensive)

R

  • Huge community
  • Lots of libraries
  • Can do pretty much everything
    1. ?web extraction
    2. machine learning
    3. statistics (duh)
    4. data visualization
    5. interactive reporting
    6. web-apps
  • Difficult to learn
  • Need to know/learn programming
  • Errors are hard to pin-point

Don't take my word for it

Here's what some of practitioners and experts in this area? said about each Tableau and R

Rahul Todkar

Vice President, Enterprise Data Science and Marketing Analytics at Charles Schwab

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Tableau for versatility, enterprise scaling and support, ease and breadth of data connections, bigger user base and active community support, decent visualizations, ease of use for non analytics users, active work on evolving product roadmap R or even D3 is a bit special case tool for custom visualization and only specific applications.

Brian Zive

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Consultant, Analytical Solutions at Marts & Lundy, Inc.

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Tableau is easier for me to explore data, but as I become more frustrated with exporting Tableau charts that can be inserted into Word and PowerPoint without graph degradation, I need to switch to R.

Rodger Devine

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Senior Executive Director at University of Southern California

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Tableau is great for rapidly building visualizations, dashboard mockups and decision support tools. Even though there's a learning curve with both tools, R is open-source which makes packaging and distributing analyses possible with others who are willing to learn and don't readily have access to Tableau.

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Michael Pawlus

Director of Prospect Development at The Trust for Public Land

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I like Tableau for putting something simple together quickly. It is super easy to just drag and drop a few things and the end result is a production quality visualization. However, for addressing any amount of nuance or just for trying to do something a little more complex, I prefer R. I find it easier to discover code samples to do what I want to do. Also, once I have the code then I can reuse it for future projects which is a nice advantage.

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Amit Prayag

Program Manager at University at Buffalo

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Tableau offers much better graphical aspect of data analytics. The visualization aspect of Tableau is much more intuitive and customizable as compared to similar functionalities in R.

The choice of the tool has major correlation with the organizational culture. Few key factors that play a role in selection of data analytics/ reporting tool are availability of resources, data maturity, level of innovation, decision-making process (intuition-driven vs. data-driven, authoritative vs. collaborative), etc.

Conclusion

In sum, R provides you with everything: data extraction, manipulation, analysis, visualization, and reporting. Don't let the learning curve scare you; you are missing out if you are not using it.

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About the Author

The author of Tableau Data Visualization Cookbook and an award winning keynote speaker, Ashutosh R. Nandeshwar is one of the few analytics professionals in the higher education industry who has developed analytical solutions for all stages of the student life cycle (from recruitment to giving). He enjoys speaking about the power of data, as well as ranting about data professionals who chase after “interesting” things. He earned his PhD/MS from West Virginia University and his BEng from Nagpur University, all in industrial engineering. Currently, he is leading the data science, reporting, and prospect development efforts at the University of Southern California.

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