This Tableau Accelerator allows you to:

* **Assess your performance on loans**
* **Identify drivers of revenue**
* **Get a clear picture on when your different loans will expire**
* **Mitigate delinquent and defaulted loans**
* **Deep-dive to Borrower level-of-detail**
* **Drill-back at 'Loan' level of detail, directly in your Loan Application and take immediate actions**

[Demo video](https://youtu.be/hWUkXNgDb1Q)

### Answer key business questions

* What volume of loans do we manage?
* What is our new business?
* How much revenue have our loans generated?
* What are our top loan types?
* What are our delinquent and default loans?

### Monitor and improve KPIs

#### *Client Liabilities*

* Total Client Liabilities: Total outstanding amount by borrowers, excluding fees and interest, AFTER payment of the current period (expressed in currency)
* Total New Loans: Total Amount borrowed for new loans during the period (expressed in currency)
* Full Loan Amount: Total amount borrowed for the loan (expressed in currency)

#### *Interests & Amortization*

* Full Loan Interests: Total amount of interests to be paid on the loan (expressed in currency)
* Total Interests: Total amount of monthly interests to be paid during the period (expressed in currency)
* Total Amortization: Total repayment of the borrowed amount during the period (expressed in currency)

#### *Revenues*

* Full Loan Fees: Total amount of fees to be paid for the loan (expressed in currency)
* Total Fees: Total amount of monthly fees to be paid during the period (expressed in currency)
* Total Revenue: Total revenue (interests and fees) generated by the current loans during the period
* Revenue Rate: Revenue rate generated by borrowers (expressed in %)

#### *Loans*

* Nb Loans: Total number of active loans during the period
* Nb New Loans: Total number of new loans, starting during the period

#### *Delinquent and Defaulted Loans*

* Nb Delinquent Loans: Total number of delinquent loans during the period (having Nb of days Past Due between 60 and 270)
* Loan Delinquency Rate: Share of Client Liabilities which is delinquent (expressed in %)
* Total Delinquent Loans: Total outstanding amount of Delinquent loans, excluding fees and interest AFTER payment of the current period (expressed in currency)
* Nb Defaulted Loans: Total number of defaulted loans during the period (having Nb of days Past Due over 270)
* Defaulted Loans Rate: Share of Client Liabilities which is defaulted (expressed in %)
* Total Defaulted Loans: Total outstanding amount of defaulted loans, excluding fees and interest AFTER payment of the current period (expressed in currency)

### Required attributes

* **Month Snapshot** (date): Month of the snapshot
* **Borrower** (string): Full name of the borrower
* **Branch** (string): Name of the Branch/Agency
* **Loan #** (string): ID of the Loan
* **Loan Start Date** (date): Start date of the Loan
* **Loan End Date** (date): End date of the Loan
* **Loan Type** (string): Type of the loan (Credit cards, Auto Loan, Student loan, Personal Loan, Mortgage, Small
 Business Loan, ...)
* **Loan Amount (total)** (numeric): Total Amount borrowed, excluding fees and interests
* **Loan Interests (total)** (numeric): Total Interests of the loan
* **Loan Fees (total)** (numeric): Total Fees of the loan
* **Is Delinquent Loan** (string): Contains "Y" if the loan is considered as Delinquent (usually between 60 and 270 days
 past due) and "N" if the loan is not delinquent (either less than 60 days past due or more than 270)
* **Is Default Loan** (string): Contains "Y" if the loan is considered as Default (usually after 270 days past due) and
 "N" if the loan is not Default.
* **Client Liabilities (end of month)** (numeric): Client Liabilities AFTER the current month payment: Remaining
 balance of the original loan.
* **Loan Interests (for the month)** (numeric): The amount of interests paid this month.
* **Loan Fees (for the month)** (numeric): The amount of fees paid this month.
* **Loan Amortization (for the month)** (numeric): Repayment of initial loan paid this month.

Banking Loans

Assess your performance on loans: client liabilities, interests, amortization, revenue...

Desktop

English

Built by Tableau + Salesforce

Financial Services

This Tableau Accelerator allows you to:

* **Assess & Reduce your exposure to Fraudulent Claims**
* **Identify top offenders**
* **Deep-dive at Broker level of detail**
* **Drill-back at 'Claim #' level of detail, directly in your Claim Application and take immediate actions**

[Demo video](https://www.youtube.com/watch?v=ZE_-cirrP0Y)

### Answer key business questions

* How are we exposed to Fraudulent Claims?
* Which Product Groups are affected the most by Fraudulent Claims?
* Which Brokers have exposed us most to Fraudulent Claims?

### Monitor and improve KPIs

#### *Claims*

* Number of Claims: Total number of claims opened over the period
* Number of Suspected Fraud Claims: Total number of suspected fraudulent claims over the period
* Suspected Fraud Claims %: Share of claims which are suspected to be fraudulent (expressed in %)
* Average Policy Limit: Average of highest amounts the insurer will pay for claims covered by insurance policies over the period (expressed in currency)

#### *Claims Amount*

* Total Suspected Fraud Amount: Total amount paid for suspected fraudulent claims (expressed in currency)
* Suspected Fraud Amount %: Share of paid amount which is suspected to be fraudulent (expressed in %)
* Total Claims Amount: Total amount of compensation paid over the period (expressed in currency)

### Required attributes

* **Event Date** (date): Date on which the event causing the damage or loss occurred
* **Claim Number** (string): Claim Unique Identifier
* **Product Group** *(string)*: Group of the insurance product (Professional, Property, Technology, Vehicle, ...)
* **Broker** (string): Broker identified for this insurance policy, if any
* **Policy Holder** (string): Owner of the insurance policy
* **Suspected Fraud Flag** (string): Determines whether a claim is suspicious. Expected values: 'Y', 'N'; 'Y' means that the claim is suspicious.
* **Policy Limit** (numeric): The highest amount the insurer will pay for a claim that an insurance policy covers
* **Paid Claim Amount** (numeric): Total paid amount by the insurance provider for the claim

Fraudulent Claims

Assess & Reduce your exposure to Fraudulent Claims

Insurance

This Tableau Accelerator allows you to:

* **Assess your performance handling claims**
* **Pinpoint most impactful open claims**
* **Identify most effective agents**
* **Improve process effectiveness**
* **Drill-back at 'Claim #' level of detail, directly in your Claim Application and take immediate actions**

[Demo video](https://www.youtube.com/watch?v=0YdpfI1S82I)

### Answer key business questions

* What is our total volume of claims, and how many are currently open?
* On average, how long does it take to close a claim?
* Which agent group handles the largest volume of claims?
* How many claims are closed per month broken down by agent group?
* How does the reimbursement percentage evolve per month by agent group?

### Monitor and improve KPIs

#### *Claims*

* Nb Claims: Total number of claims that were created over the period
* Nb Open Claims: Total number of claims that are currently open
* Nb Closed Claims: Total number of claims that were closed over the period
* Nb Reimbursed Claims: Total number of claims that were reimbursed to customers over the period
* Claims Reimbursed %: Share of claims that were reimbursed on the total number of closed claims (expressed in %)

#### *Damages*

* Total Damages: Total amount of damages as estimated in the claims (expressed in currency)
* Total Outstanding Damages: Total amount of damages for open claims (expressed in currency)
* Total Deductible: Total amount the insured is responsible for paying toward an insured loss (expressed in currency)
* Total Paid: Total amount paid to the policy holders for their claims (expressed in currency)

#### *Agents*

* Agents #: Total number of agents that were working on claims over the period
* Nb Open Claims per Agent: Average number of claims opened over the period per working agent

#### *Durations*

* Average Days to Close: Average time it takes to close a case. It determines the effectiveness in handling claims (expressed in days)
* Open Since (days): Average number of days since claims were opened (open claims only; expressed in days)

### Required attributes

* **Claim Number** (string): Claim unique identifier
* **Event Date** (date): Date when the event to which the claim relates occurred
* **Open Date** (date): Date the claim was opened
* **Close Date** (date): Date the claim was closed. Null if the claim is not closed yet
* **Claim Status** (string): Current status of the claim. Expected values: 'Reimbursed', 'Rejected' or Null if the Claim is not closed yet
* **Claim Reason** (string): Reason given for the claim
* **Policy Number** (string): Policy unique identifier
* **Policy Holder** (string): Policy holder identifier
* **Policy Type** (string): Type of the Policy (Auto, Residential, Commercial, ...)
* **Business Line** (string): Business Line of the insurance product (Professional, Property, Technology, Vehicle, ...)
* **Agent** (string): Agent working on the claim
* **Agent Group** (string): Grouping of Agents processing the claims (Back Office, Front Office, Fraud, Inspection experts,...)
* **Is Closed Flag** (string): Indicates whether the case is closed or not. Expected values: 'Y', 'N'. 'Y' means that the claim is closed
* **Is Reimbursed Flag** (string): Indicates whether the amount claimed has been refunded. Expected values: 'Y', 'N'. 'Y' means that the claim is reimbursed
* **Damages Amount** (numeric): The amount of damage to which the claim relates
* **Claim Paid Amount** (numeric): Total paid amount by the insurance provider for the claim
* **Deductible** (numeric): Amount the insured is responsible for paying toward an insured loss

Insurance Claims

L'Acceleratore per le Richieste di Assistenza Clienti ti permette di monitorare la gestione delle richieste di assistenza aperte dai tuoi clienti. Questo report è ricco di indicatori e ti consente di tenere traccia della gestione dei ticket da diverse prospettive. Questo acceleratore si connette in modo nativo a ServiceCloud; lo schema utilizzato qui non è stato personalizzato; puoi connetterti al tuo schema facendo clic con il pulsante destro del mouse sull'origine dati e selezionando "modifica", quindi inserendo le tue credenziali. Qualsiasi campo nello schema standard che non ha esattamente lo stesso nome nella tua istanza verrà visualizzato in rosso, con un messaggio di errore, e se fai clic con il pulsante destro del mouse su di essi e selezioni "Sostituisci riferimenti", puoi mappare al campo corollario nella propria origine dati.

### Rispondi alle domande aziendali chiave

* Quanti sono i ticket aperti?
* Qual è il tempo di chiusura?
* Qual è il tempo di risposta?
* Quanto siamo conformi al SLA?
* Come si suddividono i ticket per priorità?
* Come si suddividono i ticket per tipologia?
* Come si suddividono i ticket per canale?

### Monitorare e Migliorare i KPI

* Numero di casi
* Tempo medio di risoluzione
* Tempo medio di risposta
* Percentuale di conformità agli SLA
* Numero di casi per priorità
* Numero di casi per tipologia
* Numero di casi per canale
* Numero di casi per team

### Dati Richiesti

* ID del caso (stringa)
* Priorità (stringa)
* Tipo di caso (stringa)
* Data di apertura (data e ora)
* Data di chiusura (data e ora)
* Tempo di risposta (minuti) (numero intero)
* SLA conforme (booleano)
* Origine del caso (stringa)
* Alias (stringa)
* Stato (stringa)
* Oggetto (stringa)
* Email di contatto (stringa)

Richieste di assistenza clienti de ServiceCloud (Italian)

Monitora e traccia le richieste di assistenza clienti utilizzando ServiceCloud

Italian

Customer Service

Salesforce

The Accelerator for Customer Support Requests allows you to monitor the management of service requests opened by your customers. This report is rich in indicators and allows you to keep track of ticket management from several perspectives.

This Accelerator connects natively to ServiceCloud; the schema used here have not been customized; you can connect to your own schema by right-clicking the data source and selecting "edit", and then entering your own credentials. Any field in the standard schema that don't have the exact same name in your own instance will show up as red, with an error message, and if you right-click on them and select "Replace References," you can map to the corollary field in your own data source.

Visualitics is a Salesforce Partner in Europe, and you can [connect directly with them here](https://visualitics.ac-page.com/ticketing-accelerator-eng).

### Answer Key Business Questions
How many tickets are open?
What is the closing time?
What is the response time?
How compliant are we with the SLA?
What’s the breakdown of tickets by priority?
What’s the breakdown of tickets by type?
What’s the breakdown of tickets by channel?

### Monitor and Improve KPIs
Number of cases
Average resolution time
Average responsive time
SLA compliance percentage
Number of cases by priority
Number of cases by type
Number of cases by channel
Number of cases by team

### Required Attributes
This Accelerator connects directly to ServiceCloud; right-click the data source and click [Edit] to be prompted to enter your own credentials. If any of the standard fields doesn't map to your own, it will appear with an error, and you can map it to your own, customized field by right-clicking on it.

Case Number (string)
Priority (string)
Case Type (string)
Date Opened (date & time)
Date Closed (date & time)
Response time (mins) (integer)
SLA Compliant (boolean)
Case Origin (string)
Alias (string)
Status (string)
Subject (string)
Contact Email (string)

Customer Support Analysis from ServiceCloud

Monitor and track customer support requests using ServiceCloud

TOLSupported

The Ocient Hyperscale Data Warehouse transforms and loads data in seconds, enables organizations to store and analyze more data, and executes queries on hyperscale datasets up to 100x faster. Removing barriers of cost at a massive scale, Ocient can be deployed as a service, in the cloud, or in your data centers. With the ability to support either ELT or ETLT loading, streaming ingests, and add-on machine learning models in the database, Ocient is pushing the boundaries of what’s possible in analyzing datasets beyond petabytes.

Ocient JDBC

Ocient DB provides Real-Time Relational Analytics on Datasets larger than 10 petabyte or beyond

Localize listing name

This connector provides a smooth and easy way to connect to ServiceNow.

Through this connector, customers can leverage APIs provided by ServiveNow to extract data from their on premise or cloud instance for analysis in Tableau.

Note: This connector will replace the legacy [ServiceNow ITSM](https://help.tableau.com/current/pro/desktop/en-us/examples_servicenow.htm) connector available in Tableau.  This connector leverages a locally installed JDBC driver and is not limited to the ITSM schema.

ServiceNow

Looking to conduct holistic data analysis without waiting for data engineers to move your data from its source?

**Starburst** leverages Trino, formerly PrestoSQL, an open-source, distributed SQL query engine, to make better decisions with lightning-fast access to all data, no matter where it lives.

 
Starburst solves for the intersection of ever-increasing data volumes and data consumers. We help our customers de-prioritize data movement while they give their teams consistent, easy, and fast SQL-based access to all their data to support rapid data analytics. We call this the data consumption layer.

 
 
 
Starburst Enterprise is a fast and scalable SQL engine. Architected for separation of storage and compute, Starburst Enterprise is cloud native and can query data in S3, Hadoop, SQL and NoSQL databases, and other data sources.

 
 
 
Starburst Galaxy provides all the benefits of the best in class MPP SQL engine, on an easy to use, **fully managed,** enterprise-ready SaaS platform. Run interactive analytics across your data sources in minutes with fast performance at scale.

Starburst Enterprise

Starburst brings you fast, single point of access SQL queries for all your data sources.

Amazon DocumentDB (with MongoDB compatibility) is a scalable, highly durable, and fully managed database service for operating mission-critical MongoDB workloads.

SQL is the de facto standard for data and analytics and one of the most popular languages among data engineers and data analysts. The Amazon DocumentDB JDBC driver provides a SQL interface that allows SQL-based tools to easily access JSON data stored in Amazon DocumentDB. With the Amazon DocumentDB JDBC driver, you can visualize JSON data with Tableau Desktop and run SQL queries on JSON data with developer tools like DbVisualizer.

Amazon DocumentDB

The Amazon DocumentDB JDBC driver provides a SQL interface that allows access to Amazon DocumentDB.

The new Sharepoint Lists (JDBC) Connector provides access to your valuable business data stored in Sharepoint using the newest JDBC driver.  Support for features like Azure AD modern authentication and the Microsoft Graph REST API makes it easier than ever to analyse and share insights.

Sharepoint Lists (JDBC)

Tableau Connector to Sharepoint Lists over JDBC


The Kinetica Geospatial Analytics extension for Tableau harnesses the power of Kinetica's server-side geospatial rendering to deliver virtually unlimited scale of geospatial visualization in Tableau.

Link the extension to a geospatial table in Kinetica and choose from several rendering options, like discrete features or heatmap, and customize the colors as desired. Visualize points, polygons, and time-ordered traces on a default or custom basemap of your choosing. When used in conjunction with Kinetica’s ODBC/JDBC connector, filters applied in Tableau or geospatial filters defined in the Kinetica extension will instantly update all results in the dashboard.  Clicking on an area in the map will open a pop-up with detailed table information about the features near the point of interest.

New features in this version include:

* Cross filtering from Kinetica to Tableau
* Class break rendering
* Support for multiple layers of geospatial data rendered server-side
* Support for calculated fields

For more information, visit our [documentation site](https://docs.kinetica.com/7.1/analytics/tableau/kin_geo_viz_tableau/)

Kinetica Geospatial Analytics

Analyze billions of points, lines & polygons on a map with Kinetica database server-side rendering.

New Viz Types

Advanced Analytics

The HierarchyFilter extension was built by Tableau Visionary [Merlijn Buit](https://twitter.com/merlijnbuit) and Tableau employee [Russ Goldin](https://www.linkedin.com/in/russellsgoldin/).

This extension visualizes flat or recursive data into a Hierarchy filter. Instead of having multiple filters in your dashboard, you can create a hierarchy filter with only one.

### Features

* Multi-select (hold command/windows key).
* Filter on any level in the hierarchy.
* Search the hierarchy.
* Select all / Clear all.
* Interact with filters / parameters and worksheets.
* Lots of formatting options.

**Clean up your filter pane and let users interact in a new way with dashboards!**

### Get Started

Everything you need to know to get up and running with HierarchyFilter: [Product Guide](https://appsfortableau.infotopics.com/support/documentation/hierarchyfilter-product-guide/).
Download a demo workbook here: [Demo Workbook](https://trial-appsfortableau.infotopics.com/download/gallery-workbooks/hierarchy-filter)

### Disclaimer

This is the free version of HierarchyFilter. Do you want to use this product on premise and without a watermark?
Please contact our support: [Contact Support](https://appsfortableau.infotopics.com/support/contact-support/).

 
**Stay updated on our latest features and news!**

Contact: [Support](https://appsfortableau.infotopics.com/support/contact-support/)

[https://appsfortableau.infotopics.com/](https://appsfortableau.infotopics.com/)

[LinkedIn](http://www.linkedin.com/company/appsfortableau/) – [Twitter](https://twitter.com/appsfortableau) – [Facebook](https://www.facebook.com/appsfortableau) - [Youtube](https://www.youtube.com/c/AppsforTableau)

HierarchyFilter

Visualize flat or recursive data into a beautiful hierarchy filter.

Free

Custom Filters

The Add Filters Extension lets dashboard authors customize which filters are visible on a dashboard. Empower dashboard consumers to customize the dashboard by adding filters that meet specific needs. It aids in quicker exploration of data without the need to contact the original author to drive change requests for adding desired filters to the dashboard and reduces the visual clutter of irrelevant filters. 

Add Filters is an object that authors add to their dashboards which then opens up this new capability for consumers. Once end-users have a filter configuration that suits their needs, they can create a custom view to save their work.


Add Filters Extension

Add Filters offers customized dashboards by showing/hiding filters, parameters, pages, & sheets

Show In Object Pane

Sandboxed

Simple Tableau Extension that allows users to create styled backgrounds for their Dashboard objects and containers. Leverages Bootstrap CSS, Tailwind CSS color, and additional extended classes.

Addition documentation can be found here [Github Link](https://github.com/FsuLauncherComp/BootstrapTableau) 

Documentation

TabCSS

Style Tableau Objects and Containers using simple CSS Classes

Sunburst charts help us visualize hierarchical data and provide quick summaries. 

But in most cases, when the breakdowns are more at each level, inference gets tougher. That's the problem we are solving with this Dynamic Sunburst Chart by adding the ability to drill down. 

After a quick configuration, the extension will visualize your data as a Sunburst Chart, and any interaction on the chart will drill it down to the next level. 
This helps the user get both the high-level and individual element-specific from the same chart or widget. 

Dynamic Sunburst Chart

Dynamic sunburst chart helps you visualize hierarchical data instantly and explore with drill-downs

Tableau Exchange

Accelerators