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Webinar: Building a B2B Analytics Portal with Tableau

On March 25, James Vogel (Manager Consultant) and Bernard Wehbe (Managing Partner) presented a webinar on how to use Tableau to quickly build a custom B2B analytics portal to serve your client’s reporting needs over the internet. In this presentation, Jim and Bernard guide you through a demo of “skinning” Tableau and show you how to produce a meaningful and interactive B2B portal quickly and efficiently in order to stay fresh and up-to-date with the latest visualization advances and technologies. If you manage your company’s clients’ data and need a better way to share this data with them, this webinar will provide an essential skill to your toolkit.


In this webinar, James Vogel and Bernard Wehbe show you how to deliver embedded analytics. Quickly becoming popular with clients, the industry has seen a major influx in the relevance of embedded analytics to today’s market.

Gartner uses a trusted industry metric called the Magic Quadrant. According to Gartner, “[The] Magic Quadrant research methodology provides a graphical competitive positioning of four types of technology providers in fast-growing markets: Leaders, Visionaries, Niche Players and Challengers. For emerging or mature markets, Gartner’s MarketScopes…help clients understand how the status of an emerging or mature market aligns with their own state of maturity and future plans.” In the 2014 MQ, embeddability was a major factor, and Tableau came out as a clear leader over the competition due to their “aggressively pursued innovations”. For that reason, becoming familiar with Tableau is essential to today’s analytics professional’s data toolkit.

There are two clear business use cases for learning to build an embedded analytics portal. First, client-side marketers are using this approach to offer up sophisticated data visualizations. Learning to speak the same language as your clients is the key to staying competitive. Second, you will be able to stream self-refreshing analytics dashboards in real-time. You can display these visualizations on large screens for an intuitive and attractive display of your real-time data. You could additionally use these portals to make certain general visualizations accessible to all employees via company intranet.

The following shows a basic overview of how the real-time information flow works:


For a more in depth view of the process, please see the video above. The process recommended in this video offers ease of maintenance, low development cost, and highly visible and marketable metrics. If you have any further questions regarding this presentation, please feel free to contact Jim or Bernard directly or email us at

Bernard Wehbe

Bernard Wehbe_Border

Bernard Wehbe is responsible for operational strategy, account management and the management of day-to-day company activities at StatSlice Systems. He has over twelve years of consulting experience focused exclusively on data warehousing and business intelligence. His experience includes data warehousing architecture, OLAP, data modeling, ETL, reporting and dashboarding, business analytics, team leadership, and project management. His business systems expertise includes but is not limited to Consulting Services, Financial Services, Retail, Transportation, Manufacturing, Telecom, and Online Subscription. Bernard received a Bachelor of Science as well as a Master of Science in Industrial Engineering & Management from Oklahoma State University.


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