Compare Phocas Software and Tableau 
At a Glance
Market Segments
Mid-Market (67.4% of reviews)
Enterprise (42.2% of reviews)
Entry-Level Pricing
Contact Vendor For Pricing
$75.00 1 User Per Month
Phocas Software
Star Rating
(189)4.6 out of 5
Market Segments
Mid-Market (67.4% of reviews)
Pros & Cons
Entry-Level Pricing
Contact Vendor For Pricing
Free Trial is available
Learn more about Phocas SoftwareTableau
Star Rating
(3,545)4.4 out of 5
Market Segments
Enterprise (42.2% of reviews)
Pros & Cons
Entry-Level Pricing
$75.00 1 User Per Month
Free Trial is available
Browse all 3 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Tableau excels in its user-friendly interface, particularly highlighting the drag-and-drop feature that simplifies the creation of visualizations. Users appreciate how easy it is to build graphs and dashboards, making data analysis more accessible.
- Users say Phocas Software stands out for its intuitive design, which allows for quick spotting of trends and insights. Reviewers mention that it effectively turns complex operational and financial data into actionable decisions, enhancing the speed to insight without technical friction.
- According to verified reviews, Tableau has a significantly higher overall satisfaction score, indicating that users feel more positively about their experience with the platform. This is reflected in the volume of recent reviews, with many praising its robust functionality and ease of use.
- Reviewers mention that Phocas Software offers a seamless implementation process, with users noting how easy it was to integrate their data from various sources. This ease of setup is a key advantage for teams looking to get started quickly without extensive technical hurdles.
- G2 reviewers highlight that while Tableau provides powerful data visualization capabilities, some users find it challenging to match their specific workflow needs, occasionally leading to configuration difficulties. This contrasts with Phocas, where users report a more straightforward approach to data management.
- Users express that Tableau's extensive features, such as its ETL capabilities, provide a comprehensive analytics solution, but they also note that it may require a steeper learning curve compared to Phocas, which is praised for its everyday usability and straightforward interface.
Pricing
Entry-Level Pricing
Tableau
Tableau Standard
$75.00
1 User Per Month
A comprehensive edition to help you explore and understand your data.
- Each additional license starts as low as $15 / user / month
Free Trial
Phocas Software
Free Trial is available
Tableau
Free Trial is available
Ratings
Meets Requirements
8.7
166
8.7
2,472
Ease of Use
9.1
167
8.3
2,864
Ease of Setup
7.8
86
8.3
1,528
Ease of Admin
8.7
79
8.2
798
Quality of Support
8.6
157
8.3
2,119
Has the product been a good partner in doing business?
9.0
79
8.5
777
Product Direction (% positive)
9.2
164
8.8
2,444
Features by Category
Reports
8.6
129
|
Verified
8.7
1757
|
Verified
8.5
124
|
Verified
8.2
1591
|
Verified
8.2
129
|
Verified
9.1
1803
|
Verified
8.3
102
|
Verified
8.6
1372
8.8
130
|
Verified
9.1
1791
|
Verified
Self Service
8.2
104
|
Verified
8.5
1693
|
Verified
8.9
123
|
Verified
8.7
1713
|
Verified
8.8
119
|
Verified
8.5
1639
|
Verified
8.5
123
|
Verified
8.2
1424
8.4
94
|
Verified
8.2
1519
|
Verified
7.6
70
|
Verified
7.9
1326
|
Verified
Advanced Analytics
7.9
78
|
Verified
7.8
1283
8.5
93
|
Verified
9.2
1775
|
Verified
8.2
82
|
Verified
8.1
1302
Building Reports
8.5
62
|
Verified
8.3
1003
|
Verified
8.5
63
|
Verified
8.2
964
|
Verified
8.4
61
|
Verified
8.3
835
|
Verified
7.6
44
|
Verified
8.1
841
|
Verified
Platform
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Reports
8.6
129
|
Verified
8.7
1757
|
Verified
8.5
124
|
Verified
8.2
1591
|
Verified
8.2
129
|
Verified
9.1
1803
|
Verified
8.3
102
|
Verified
8.6
1372
8.8
130
|
Verified
9.1
1791
|
Verified
Data Preparation
8.1
41
|
Verified
8.6
874
|
Verified
8.0
41
|
Verified
8.4
850
|
Verified
Data Modeling and Blending
8.7
49
|
Verified
8.5
889
|
Verified
9.2
51
|
Verified
8.8
912
|
Verified
8.4
44
|
Verified
8.5
884
|
Verified
Generative AI
7.4
18
7.4
429
7.3
18
7.5
453
Agentic AI - Analytics Platforms
6.2
7
7.5
133
6.4
7
7.5
136
6.9
7
7.8
138
6.2
7
7.6
132
6.0
7
7.7
129
5.7
7
7.4
129
6.4
7
7.9
135
Self Service
8.2
104
|
Verified
8.5
1693
|
Verified
8.9
123
|
Verified
8.7
1713
|
Verified
8.8
119
|
Verified
8.5
1639
|
Verified
8.5
123
|
Verified
8.2
1424
8.4
94
|
Verified
8.2
1519
|
Verified
7.6
70
|
Verified
7.9
1326
|
Verified
Deployment & Integration - Analytics Platforms
8.3
8
8.4
139
8.1
8
8.3
114
6.1
6
8.1
110
6.9
6
8.5
131
Advanced Analytics
7.9
78
|
Verified
7.8
1283
8.5
93
|
Verified
9.2
1775
|
Verified
8.2
82
|
Verified
8.1
1302
Performance & Scalability - Analytics Platforms
8.5
9
7.6
143
8.5
8
8.2
111
Advanced Analytics & Modeling - Analytics Platforms
8.3
7
8.2
112
6.1
6
8.0
107
6.1
6
7.8
110
Agentic AI Capabilities - Analytics Platforms
6.7
6
7.6
107
6.2
7
7.7
105
7.5
6
7.8
108
5.8
6
7.6
107
Personalized Intelligence - Analytics Platforms
6.1
6
7.7
107
6.9
6
7.9
113
5.8
6
7.8
107
Building Reports
8.5
62
|
Verified
8.3
1003
|
Verified
8.5
63
|
Verified
8.2
964
|
Verified
8.4
61
|
Verified
8.3
835
|
Verified
7.6
44
|
Verified
8.1
841
|
Verified
Reports
8.6
129
|
Verified
8.7
1757
|
Verified
8.5
124
|
Verified
8.2
1591
|
Verified
8.2
129
|
Verified
9.1
1803
|
Verified
8.3
102
|
Verified
8.6
1372
8.8
130
|
Verified
9.1
1791
|
Verified
Self Service
8.2
104
|
Verified
8.5
1693
|
Verified
8.9
123
|
Verified
8.7
1713
|
Verified
8.8
119
|
Verified
8.5
1639
|
Verified
8.5
123
|
Verified
8.2
1424
8.4
94
|
Verified
8.2
1519
|
Verified
7.6
70
|
Verified
7.9
1326
|
Verified
Building Reports
8.5
62
|
Verified
8.3
1003
|
Verified
8.5
63
|
Verified
8.2
964
|
Verified
8.4
61
|
Verified
8.3
835
|
Verified
7.6
44
|
Verified
8.1
841
|
Verified
Cartography
Not enough data
9.4
26
Not enough data
9.2
26
Not enough data
9.6
28
Not enough data
9.4
27
Analysis
Not enough data
9.0
28
Not enough data
9.2
27
Not enough data
9.3
27
Not enough data
9.0
27
Reporting
Not enough data
9.3
27
Not enough data
9.2
26
Not enough data
9.1
26
Data Source Access
Not enough data
8.7
234
Not enough data
8.8
236
Not enough data
8.3
229
Data Interaction
Not enough data
8.2
227
Not enough data
8.1
231
Not enough data
8.3
229
Not enough data
8.5
233
Not enough data
8.3
230
Not enough data
8.3
227
Not enough data
8.4
229
Not enough data
8.3
227
Data Exporting
Not enough data
8.5
223
Not enough data
8.4
226
Not enough data
8.4
223
Generative AI
Not enough data
7.4
219
Budget Creation
8.7
23
Not enough data
8.7
22
Not enough data
8.7
21
Not enough data
8.8
22
Not enough data
8.1
21
Not enough data
8.8
22
Not enough data
Budget Management
8.8
22
Not enough data
8.9
21
Not enough data
8.3
22
Not enough data
Forecasting
8.8
23
Not enough data
8.7
21
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
7.0
16
Not enough data
Analytics
8.9
23
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Agentic AI - Budgeting and Forecasting
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Data Management
9.0
21
Not enough data
9.3
22
Not enough data
8.8
20
Not enough data
Reporting Structure
8.8
21
Not enough data
8.4
21
Not enough data
8.9
22
Not enough data
Standard Analytics
8.8
20
Not enough data
9.0
21
Not enough data
9.1
22
Not enough data
9.4
21
Not enough data
Custom Analytics
9.2
22
Not enough data
9.0
19
Not enough data
8.9
19
Not enough data
8.4
19
Not enough data
8.8
14
Not enough data
Agentic AI - Financial Analysis
Not enough data
Not enough data
Not enough data
Not enough data
Additional Functionality
Not enough data
8.9
61
Not enough data
9.3
62
Basics
Not enough data
9.2
62
Content
Not enough data
8.9
59
Data
Not enough data
9.3
61
Interoperability
Not enough data
8.9
59
Performance
Not enough data
9.2
62
Financial Planning
8.8
10
Not enough data
8.8
10
Not enough data
9.1
11
Not enough data
Agentic AI - FP&A (Financial Planning & Analysis)
Not enough data
Not enough data
Not enough data
Not enough data
Financial Insight
8.5
10
Not enough data
8.1
12
Not enough data
8.5
11
Not enough data
Data
8.9
12
Not enough data
8.3
12
Not enough data
8.2
12
Not enough data
7.6
11
Not enough data
Status Communication
Feature Not Available
Not enough data
8.2
11
Not enough data
Feature Not Available
Not enough data
8.5
11
Not enough data
Rebate Program - Rebate Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Analytics & Reporting - Rebate Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Collaboration - Rebate Management
Not enough data
Not enough data
Not enough data
Not enough data
Integration - Rebate Management
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Accounting & Finance
Not enough data
Not enough data
Deployment & Integration - Semantic Layer Tools
Not enough data
Not enough data
Not enough data
Not enough data
Data Connectivity & Federation - Semantic Layer Tools
Not enough data
Not enough data
Not enough data
Not enough data
Data Modeling & Metrics - Semantic Layer Tools
Not enough data
Not enough data
Not enough data
Not enough data
Performance Optimization - Semantic Layer Tools
Not enough data
Not enough data
Not enough data
Not enough data
Governance - Semantic Layer Tools
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Advanced Intelligence - Semantic Layer Tools
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI Enablement - Semantic Layer Tools
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Data Connectivity and Prep - Agentic Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Autonomous Insight Generation - Agentic Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Interaction and Workflow - Agentic Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
AI Agent Management - Agentic Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Statistical Tool
Not enough data
8.4
251
Not enough data
8.4
254
Not enough data
8.4
244
Data Analysis
Not enough data
9.0
275
Not enough data
8.9
268
Decision Making
Not enough data
8.7
259
Not enough data
9.4
272
Not enough data
9.1
267
Not enough data
8.7
263
Generative AI
Not enough data
8.0
177
Not enough data
8.0
176
Categories
Categories
Shared Categories
Phocas Software and Tableau are categorized as Analytics Platforms
Unique Categories
Phocas Software is categorized as Budgeting and Forecasting, FP&A (Financial Planning & Analysis), Rebate Management, and Financial Analysis
Tableau is categorized as Semantic Layer Tools, Insurance Analytics, Data Preparation, Location Intelligence, Embedded Business Intelligence, Predictive Analytics, and Agentic Analytics
Reviews
Reviewers' Company Size
Phocas Software
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Tableau
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Wholesale
39.7%
Electrical/Electronic Manufacturing
8.2%
Consumer Goods
5.4%
Building Materials
4.3%
Construction
4.3%
Other
38.0%
Information Technology and Services
11.6%
Computer Software
7.3%
Financial Services
7.1%
Hospital & Health Care
4.5%
Marketing and Advertising
4.3%
Other
65.1%
Discussions
What is Phocas Software used for?
1 Comment
Official Response from Phocas Software
Phocas Software is a Business Planning and Analytics (BP&A) platform that integrates with your ERP and any other business software you have. We work hard to...Read more
Why could I not download the word document I set the screenshot of me using Phocas on?
1 Comment
Official Response from Phocas Software
To confirm you're a current user of Phocas, you just need to upload a screenshot of your logged-in view of the software in jpg or png format - no need to put...Read more
Phocas Software has no more discussions with answers
why did saleforce by tableau? IS SFDC reporting going to change now?
2 Comments
TR
Perfect answer by Derrick. I totally agree.Read more
What does Tableau Desktop do?
2 Comments
NA
Tableau Desktop help create interactive Dashboards offline and publish it to the wider audience through Tableau public. Tableau Desktop is one of the version...Read more
Do I need Tableau Desktop if I have Tableau Server?
2 Comments
LT
Anyway, whether you need Tableau Desktop depends on your specific use case and requirements. If you're unsure, you can consider the following
Evaluate...Read more
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