---
title: "Quick View: Life Sciences Shipping Company"
description: "A financial services company’s analytics eco-system was heavily \ndriven by extracts as they extract both data sources and workbooks \ndue to the nature of business. The data sources would take 5-7 \nhours to refresh daily, and the extracts used to fail due for multiple \nreasons. Because of this, they had to refresh manually and publish \nthe reports to the Tableau server daily. This manual process created \na negative effect on the business because the reports were not \ndelivered on time and showed some erroneous errors in the \nreports. Also, the same metrics in different reports showed different \nvalues due to syncing issues. The customer also had multiple \nresources working on trying to access the reports and often missed \nthe reports daily. This had broader impacts on the business as the \nlack of daily reporting affected key company decision making. It \nshould be noted that the customer was using an old version of \nTableau (2018.1) which compromised security, features, and \nperformance."
---

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# Providing a Direct Marketing Company with Greater Customer Insights Leveraging Power BI

A financial services company’s analytics eco-system was heavily   
driven by extracts as they extract both data sources and workbooks   
due to the nature of business. The data sources would take 5-7   
hours to refresh daily, and the extracts used to fail due for multiple   
reasons. Because of this, they had to refresh manually and publish   
the reports to the Tableau server daily. This manual process created   
a negative effect on the business because the reports were not   
delivered on time and showed some erroneous errors in the   
reports. Also, the same metrics in different reports showed different   
values due to syncing issues. The customer also had multiple   
resources working on trying to access the reports and often missed   
the reports daily. This had broader impacts on the business as the   
lack of daily reporting affected key company decision making. It   
should be noted that the customer was using an old version of   
Tableau (2018.1) which compromised security, features, and   
performance.

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