Tableau Software
646 Case Studies
A Tableau Software Case Study
Cheyne Capital, a growing asset manager, needed to “free” its data and replace costly, bespoke reporting systems with a more flexible, self‑service solution. Faced with requests from trading desks, risk and portfolio teams for fast, ad‑hoc views, the firm wanted a way to expose a single data warehouse without building heavy front‑end applications or constant custom development.
They deployed Tableau on top of a SQL Server warehouse with Active Directory single sign‑on, retiring in‑house reporting layers and enabling secure, role‑based access. The result: self‑service dashboards that let traders check real‑time capacity, risk teams aggregate exposures, and portfolio managers view fund performance and cash at a glance — faster decision‑making, lower maintenance, easy rollout and strong adoption through demos and online training.
Sheel Bhatiani
Lead Software Developer