Elements for Tableau

Write-back and dashboard collaboration for Tableau
with best-in-class finance-industry-fit features

Benefits

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Improve Insight Discovery

By enabling team collaboration to take place in Tableau directly where the data is being viewed – your dashboards and reports – Elements promotes team engagement with data and results in more frequent discovery of insights.

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Better Decisions, Faster

Enterprise-grade write-back and annotation features enable collaborative Tableau-based workflows that better serve the unique needs of users and management. This improves time to decision and organizational effectiveness.

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Secure and Compliant

Elements stores annotations in a separate, auditable database and provides compliance-ready features – including customizable approval processes and permission controls – for the most demanding industries and applications.

Transform Dashboards

Elements for FINANCIAL SERVICES

Annotate Data

Comment Anywhere

Elements for FINANCIAL SERVICES

Ensure Security and Compliance

Elements for FINANCIAL SERVICES

Manage Access

Elements for FINANCIAL SERVICES

Tag and Notify Users

Elements for FINANCIAL SERVICES

Customize It

  • Annotate complex aggregated and raw data along with its dimensions
  • Best-in-class, GLBA-ready features promote compliance with enterprise data security regulations and protocols
  • Secure approval workflow supporting multiple approvers is integrated into the commenting process
  • Enterprise-grade access management with full control over user and group permissions
  • Authenticate users through preferred methods including AD, SAML, OAuth and Okta
  • Multitenant architecture provides isolated workspaces for departments, divisions or teams
  • Fully audit-compliant with a complete history of comments and user activity
  • A single external database records comments and annotations — your data never leaves your premises
  • Managed data source option available
  • Easy-to-use form builder with multiple input field types: text box (including rich text), radio button, checkbox, drop-down list, number field, sliders, autocomplete field, etc.
  • Commenting via modal windows for efficient user experience
  • Excel integration enables exporting and importing formatted tables for bulk editing and more
  • Turn Tableau into a file manager with dashboard attachments

Ask the Expert

Soma Osvay

Lead Software Architect

Soma Osvay is a lead software architect at Starschema and a master of Tableau APIs, extensions, customizations and undocumented features. Drawing on his deep expertise in Tableau Server-related solutions, Soma has created numerous applications that tightly integrate with Tableau. Soma’s passion extends beyond software development to IT security and has frequently helped improve Tableau features by auditing the security of sandboxed extensions and reporting security bugs to Tableau.

Soma Osvay