Elements for Tableau

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

See it in action

At the core of every data-driven company is the ability to make data easy to access, share, discuss and act on. This data democratization improves innovation and decision-making ability across every function of the organization – but any such effort needs to meet requirements for data security, privacy and auditability. This is especially true for financial institutions.

Elements for Tableau enables Tableau users to comment and collaborate on data directly in the dashboards with a flexible feature set built to meet the strict demands of financial institutions. This enables businesses to maximize the benefits of Tableau and tailor it to specific use cases.

Elements promotes collaborative insight discovery and streamlines Tableau-based workflows to improve the effectiveness of common Tableau-based activities such as portfolio and investment analysis, identifying risks, fraud patterns and churn drivers and digging into customer activity – while enabling financial institutions to adhere to internal protocols and industry regulations.

Benefits

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.

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.

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

Annotate Data

Comment Anywhere

Ensure Security and Compliance

Manage Access

Tag and Notify Users

Customize It

View and Download the Product Sheet

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.