Power BI v.s. Tableau：數據新手該學哪個 BI 工具比較好？

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Tableau：數據新手該學哪個 BI 工具比較好？</h1><div class="author-date"> <span class="author vcard"><a class="url fn n" href="https://aderlab.com/author/sharonin2160/">Sharon</a></span> <span class="separator"> / </span> <span class="posted-on">25 3 月, 2023</span></div></header><div class="entry-img"> <img width="1600" height="1080" src="https://i0.wp.com/aderlab.com/wp-content/uploads/tableau_power-bi.png?fit=1600%2C1080&amp;ssl=1" class="attachment-full size-full wp-post-image" alt="" decoding="async" fetchpriority="high" srcset="https://i0.wp.com/aderlab.com/wp-content/uploads/tableau_power-bi.png?w=1600&amp;ssl=1 1600w, https://i0.wp.com/aderlab.com/wp-content/uploads/tableau_power-bi.png?resize=300%2C203&amp;ssl=1 300w, https://i0.wp.com/aderlab.com/wp-content/uploads/tableau_power-bi.png?resize=1024%2C691&amp;ssl=1 1024w, https://i0.wp.com/aderlab.com/wp-content/uploads/tableau_power-bi.png?resize=768%2C518&amp;ssl=1 768w, https://i0.wp.com/aderlab.com/wp-content/uploads/tableau_power-bi.png?resize=1536%2C1037&amp;ssl=1 1536w, https://i0.wp.com/aderlab.com/wp-content/uploads/tableau_power-bi.png?w=1416&amp;ssl=1 1416w" sizes="(max-width: 1600px) 100vw, 1600px"/></div><div class="entry-content"><div class="at-above-post addthis_tool" data-url="https://aderlab.com/data-analytics/power-bi-tableau-which-one-is-better/"/><p>去年開始分享 Microsft Power BI 後，陸續被問到「建議新手學習 Power BI 還是 Tableau 呢？」、「 Power BI 跟 Tableau 比較推薦使用哪一個？」這些問題，於是便有了這篇文章的靈感。</p><p>這篇文章來分享我使用兩個工具最有感的使用差異，也會分享如何透過提問，讓你找到現階段適合自己優先學習的工具，如果你陷入選擇焦慮，不妨可以看看這篇文章的分享，相信就能找到適合學習的視覺化工具了[註1]。</p><h2 class="wp-block-heading"><span id="以個人經驗比較_Power_BI_與_Tableau_的使用差異">以個人經驗比較 Power BI 與 Tableau 的使用差異</span></h2><p>我實際使用兩個工具的心得是，如果你只是做個人作品或是自主練習，那不論是免費版 POWER BI 還是 Tableau Public （Tableau 免費版的產品名稱，以下簡稱：Tableau）其實都可以，兩個工具都能做出非常好看、具實用性的互動式報表[註2]。兩個工具雖然在系統面、價格面、串接資料廣度上都略有差異，但就個人使用的角度來說，完全不影響個人使用或是數據作品呈現，因為個人使用的情境相對單純，一來是資料量通常不大，二來是資料源大多以 Excel、CSV或簡易的資料庫為主，串接資料源也不太會有問題，所以，這篇文章不做規格、系統、資料源等硬體規格上的比較，我想以使用者的角度切入，分享實際使用過程中，兩個工具在功能面、介面當中的差異。</p><ol><li>資料預處理 <br/>Power BI 的一大優勢就是可以做到簡單的資料清理， Power BI 這個工具是從 Excel 的小功能逐步擴展功能到建立起一套獨立商業智能分析工具，他也挾帶著 Excel 的功能優勢：Power Query，匯入資料後就能在內建的 Power Query 介面進行資料處理與欄位新增、刪除與編輯。而相對來說，Tableau 更強調視覺化與數據分析，所以在匯入資料前就需要先做完資料處理，才能在 Tableau 上分析使用。<br/><br/></li><li>視覺化顏色差異 <br/>Tableau 的內建顏色色階、調色盤我認為是更好看以及友善一些，所以我之前在做兩個工具各自的數據作品集時，我很輕易用 Tableau 預設顏色以及色階就能做出很好看的顏色搭配，而 Power BI 的預設顏色我則覺得沒有太特別好看，我還另外花了點時間去找顏色色階來設計，如果你是更在意顏色跟美感的，或是不擅長自己配色，也許 Tableau 會更適合你一些。<br/><br/></li><li>公式邏輯差異 <br/>雖然兩個工具都有運算式，但是公式邏輯跟寫法差距很大，Power BI 的話是用 DAX，Tableau 則是函式，千萬不要以為熟悉了一個工具的公式，另外一個工具就能上手的很快，並沒有這回事。<br/>Power BI 我認為是相對好上手，畢竟 Power BI 跟 Excel 一樣都是 Microsoft 體系的產品，雖然不完全與 Excel 的公式一模一樣，但是相似程度很高，所以如果非常熟悉 Excel 公式的話，上手 DAX 公式會相對容易；而 Tableau 的整體公式我認為更複雜，特別是詳細階層運算式的應用，不過使用上也比較彈性，也能搭配集合、篩選器的篩選順序、參數設計等達到複雜的計算與篩選成果。<br/></li></ol><h2 class="wp-block-heading"><span id="該選_Power_BI_還是_Tableau_學習呢？">該選 Power BI 還是 Tableau 學習呢？</span></h2><p>說了這麼多 Power BI 還是 Tableau 使用的差異性，你可能還是不知道到底該選 Power BI 還是 Tableau 呢？我的建議是，學習工具前，都先問問自己這個核心問題：「學這個工具想要達到的目的是什麼？」</p><p>假設你學這個工具的目的是做出一份自己的互動式報表作品集，那挑哪一個工具學習都可以，因為重點是作品呈現什麼數據、你用哪些視覺化圖表、你怎麼設計報表以及你想透過這份作品「說什麼故事」，故事才是重點，使用什麼工具並不重要。</p><p>假設你想要仰賴「學工具」找到一份工作或是拿到一個實習機會，那挑選學習工具的邏輯就完全不一樣，就是看你想要應徵的公司到底使用哪個工具，這個答案公司的Job Description 會告訴你。當然啦，還有一種實務上常常會遇到的狀況，就是你很明確的知道，學這個視覺化工具就是想應徵某個公司，卻發現 Job Description 要求的能力要求了「擅長 Power BI 或 Tableau 」，又或者，你想要面試的公司不只一家，一家要求使用 Power BI ，另外一家又要求要會 Tableau 那怎麼辦？遇到這種狀況，如果你行有餘力能兩個都學當然最好，但如果不行，我就建議先看看市面上哪個工具最能幫助你投出最多份履歷吧！例如你總共有10家公司想要投履歷，其中 7 家要求 Tableau 的技能，其中 3 家要求 Power BI 的技能，那麼我一定會建議先把 Tableau 學起來。</p><p>而如果是我，我自己則有另外一種作法，<strong>那就是兩個都學，但只求兩個工具學到能只做一份作品出來就好</strong>。意思是，我不求這兩個工具都要學到爐火純青，但我得花最少的時間，不論是臨摹別人的分析作品，或是從上課的作業作品稍做修改，只要證明我會使用視覺化工具，這樣就足夠了！</p><p>誰說工具一定要用到大師級才可以去應徵？誰說課程一定要上好上滿才能投履歷？這樣一來，我就可以同時應徵要求 Tableau 技能以及 Power BI 技能的公司了，相信我，做作品集呈現的人真的很少，先願意做，做出來，就已經贏了一半以上的競爭者了。</p><p>延伸閱讀：<a href="https://aderlab.com/job/interview-profile/" target="_blank" rel="noreferrer noopener">數據分析師的作品集怎麼做？分享我實際作品與準備方式</a></p><p>除了上述兩種常見的學習目的外，我也提供以下3個可以幫助你評估到底該學哪一個工具的問題：</p><ol><li>你的電腦是 Mac 還是 Windows 呢？ <br/>如果你的電腦是 Mac 的話，那就只能使用 Tableau，因為 Power BI 電腦版只支援 Windows 系統，相反的，如果你的電腦是 Windows 的話，那麼 Power BI 或 Tableau 都可以選擇。<br/><br/></li><li>你想做的資料分析有機密性嗎？ <br/>如果你的資料有機密性，不適合公開發佈，那 Power BI 會更適合你。原因是因為 Power BI 的免費版就可以儲存在自己的桌機上，但 Tableau 就一定要公開發佈，所以機密的資料就不適用使用 Tableau Public了。<br/><br/></li><li>你的資料需不需要預處理 <br/>你的資料是乾淨嗎？還是數據分析前還需要先做資料處理的呢？如果你的狀況是後者，那麼 Power BI 的免費版本會更符合需求，因為 Power BI 的免費版就有 Power Query 的功能，而在資料匯入後，就可以用 Power Query 做到資料合併、新增欄位、欄位計算，解樞紐等資料處理功能。至於 Tableau 則著重的是資料匯入之後的視覺化呈現，就沒有對應的資料處理功能。</li></ol><p>這篇關於 Power BI 跟 Tableau 的比較分享就分享到這裡啦，希望對你評估該選哪個工具學習有幫助，我們下篇文章見～</p><p>[註1] 這篇只談 Power BI 以及 Tableau ，不納入 Looker Studio (前身為 Google Data Studio) 比較，因為實際上數據分析師的工作多半還是以 Power BI 以及 Tableau 這兩大工具為主，所以就僅比較這兩個工具差異。</p><p>[註2] Tableau 跟 Power BI 都有可以看到別人設計模板的公開網站（<a href="https://public.tableau.com/app/discover" target="_blank" rel="noreferrer noopener nofollow">Tableau 探索 </a>、<a href="https://community.powerbi.com/t5/Data-Stories-Gallery/bd-p/DataStoriesGallery" target="_blank" rel="noreferrer noopener nofollow">Power BI Gallery</a>），仔細看看別人公開發佈的作品會發現，不論是用 Power BI 還是 Tableau，都可以做出非常相似的視覺化效果。</p><p class="has-text-align-right">Sharon</p><hr class="wp-block-separator has-alpha-channel-opacity is-style-wide"/><p class="has-medium-font-size"><strong>Buy me a coffee 用行動支持我的內容創作</strong></p><p><em>如果我的文章對你有幫助，歡迎用行動支持我的內容創作，小額贊助請我喝咖啡、留言或是寄信來跟我分享你的收穫，都會讓我持續有動力分享更多內容唷～</em></p><div class="wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex"><div class="wp-block-button aligncenter is-style-fill"><a class="wp-block-button__link has-black-color has-luminous-vivid-amber-background-color has-text-color has-background wp-element-button" href="https://www.buymeacoffee.com/aderlabsharon" target="_blank" rel="noreferrer noopener">以小額贊助支持Sharon</a></div></div><div class="at-below-post addthis_tool" 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