The Tableau Accelerator for Banking Loans gives you a jumpstart in data-driven insights for tracking your loans and analysing the revenue generated or their delinquency. Loan managers can use this Accelerator to better understand overall loan performance and assess the risk of loan default.

### 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
-   Total Liabilities
-   No. of Loans
-   Total New Loans
-   No. of New Loans
-   Full Loan Amount
-   Full Loan Interests
-   Full Loan Fees
-   Total Amortisation
-   Total Interests
-   Total Fees
-   Total Revenue
-   Revenue Rate
-   No. of Delinquent Loans
-   Loan Delinquency Rate
-   Total Delinquent Loans
-   No. of Loan Defaults
-   Loan Default Rate
-   Total Loan Defaults

### Required attributes
-   Month Snapshot (date)
-   Borrower (string)
-   Branch (string)
-   Loan # (string)
-   Loan Start Date (date)
-   Loan End Date (date)
-   Loan Type (string)
-   Loan Amount (total) (numeric)
-   Loan Interests (total) (numeric)
-   Loan Fees (total) (numeric)
-   Is Delinquent Loan (string) (Contains "Y" if the Loan is Delinquent, "N" else)
-   Is Default Loan (string) (Contains "Y" if the Loan is Default, "N" else)
-   Client Liabilities (end of month) (numeric)
-   Loan Interests (for the month) (numeric)
-   Loan Fees (for the month) (numeric)
-   Loan Amortisation (for the month) (numeric)

## Partners of Choice
Our top consulting Partners may be able to help you customise this Accelerator for your own business needs.
-   [InterWorks](https://interworks.com/work/analytics/tableau-consulting/) - Tableau expertise from 8X Partner of the Year
-   [IBM](https://www.ibm.com/services/data-analytics) - Global Salesforce and Business Expertise
-   [USEReady](https://www.useready.com/contact-us/) - Global team of modernisation and analytics experts focused on Financial Services
-   [Atrium](https://atrium.ai/tableau-exchange) - Regional Partner helps you make better decisions with CRM, AI and Analytics
- [CoEnterprise](https://www.coenterprise.com/contact/) - Deep Customer and Vendor insights with Tableau
-   [Lovelytics](https://lovelytics.com/contact/) - Data viz experts provide data strategy solutions and focus on Financial Services and Retail.

Banking Loans

Keep track of your loans, the revenue they have generated or their delinquency.

English

Financial Services

Built by Tableau + Salesforce

Desktop

The Tableau Accelerator for Fraudulent Claims gives actuaries a jumpstart in getting data-driven insights into your exposure to fraudulent claims declarations by brokers and policyholders.


### 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

- Average Policy Limit
- Claims Amount
- Number of Claims
- Suspected Fraud Amount
- Suspected Fraud Claims #
- Suspected Fraud Amount %: [Suspected Fraud Amount]/[Claims Amount]
- Suspected Fraud Claims %: [Suspected Fraud Claims #]/[Number of Claims]


### Required attributes

- Event Date (date)
- Claim Number (string)
- Product Group (string)
- Broker (string)
- Policy Holder (string)
- Suspected Fraud Flag (string) ← expected values: 'Y', 'N'. 'Y' means that the claim is suspicious.
- Policy Limit (numeric)
- Paid Claim Amount (numeric)


## Partners of Choice
Our top consulting Partners may be able to help you customise this Accelerator for your own business needs.
### United States/Canada
* [InterWorks](https://interworks.com/work/analytics/tableau-consulting/) - Tableau expertise from 8X Partner of the Year

### Latin America
* [Five Acts](https://www.fiveacts.com.br/contato/) - 3-time Partner of the Year Latin America, Five Acts has the resources to deliver the best analytics solution to your business
* [DataTeam](https://datateam.mx/ ) - Foster Data Culture and Analytics for better business decision making

Fraudulent Claims

Understand your exposure to declarations and payments for fraudulent claims.

Insurance

The Tableau Accelerator for Insurance Claims gives you a jumpstart in data-driven insights into your claims activities. 

Claims managers can use this Accelerator to gain visibility into the claims-handling process for easier tracking of KPIs and greater transparency into agent activities.


### 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

- Open Claims #
- Claims #
- Agents #
- Closed Claims #
- Reimbursed Claims #
- Reimbursement %
- Open Claims per Agent
- Average Days to Close
- Open Since (days)
- Total Outstanding Damages
- Total Damages
- Total Paid
- Deductible Amount


### Required attributes

- Claim Number (string)
- Event Date (date)
- Open Date (date)
- Close Date (date)
- Claim Status (string) ← expected values: 'Reimbursed', 'Rejected'
- Claim Reason (string)
- Policy Number (string)
- Policy Holder (string)
- Policy Type (string)
- Business Line (string)
- Agent (string)
- Agent Group (string)
- Is Closed Flag (string) ← expected values: 'Y', 'N'. 'Y' means that the claim is closed.
- Is Reimbursed Flag (string) ← expected values: 'Y', 'N'. 'Y' means that the claim is reimbursed.
- Damages Amount (numeric)
- Claim Paid Amount (numeric)
- Deductible (numeric)


## Partners of Choice
Our top consulting Partners may be able to help you customise this Accelerator for your own business needs.
### United States/Canada
* [InterWorks](https://interworks.com/work/analytics/tableau-consulting/) - Tableau expertise from 8X Partner of the Year

### Latin America
* [Five Acts](https://www.fiveacts.com.br/contato/) - 3-time Partner of the Year Latin America, Five Acts has the resources to deliver the best analytics solution to your business
* [DataTeam](https://datateam.mx/ ) - Foster Data Culture and Analytics for better business decision making

Insurance Claims

Keep track of your claims activities and get a greater transparency into agent activities

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

Salesforce

Italian

Contact Centre

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

Ocient is a relational database providing interactive query response times on the world’s largest datasets. Removing barriers of cost at massive scale, Ocient can be deployed as a service, in the cloud or in customers’ data centres. With a rich set of SQL, streaming ingest and machine learning in the database, Ocient is pushing the boundaries of what’s possible analysing datasets beyond 100 TB.

Ocient JDBC

Relational Analytics on the World’s Largest Datasets.

Localise 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-gb/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 Enterprise 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-prioritise 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 data consumption layer that unlocks siloed data by providing fast access to any data source with SQL – the query language your team already knows. And, you can keep all the analytics tools you already use, including Tableau!

Starburst Enterprise

Starburst Enterprise 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 Visualisation for Tableau harnesses the power of Kinetica's server-side geospatial rendering to deliver virtually unlimited scale of geospatial visualisation in Tableau. Link the extension to a geospatial table in Kinetica and choose from several rendering options, like discrete features or heatmap, and customise the colours as desired. Visualise points, polygons and time-ordered traces on a default or customised basemap of your choosing. When used in conjunction with Kinetica’s ODBC/JDBC connector, filters applied in Tableau will propagate to the extension's visualisation automatically. Clicking on an area will open a pop-up with detailed table information about the features near the point of interest.

For more information, visit our [documentation site](https://docs.kinetica.com/7.1/analytics/tableau/kin_geo_viz_tableau/)

Kinetica Geospatial Visualisation

Render billions of records on a map, in real time, powered by your Kinetica Data Warehouse.

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 visualises 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

Visualise flat or recursive data into a beautiful hierarchy filter.

Customised Filters

Free

The Add Filters Extension lets dashboard authors customise which filters are visible on a dashboard. Empower dashboard consumers to customise the dashboard by adding filters that meet specific needs. It aids in faster 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 customised dashboards by showing/hiding filters, parameters, pages and 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 colour and additional extended classes.

Additional 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 visualise 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 visualise 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 visualise hierarchical data instantly and explore with drill-downs

Tableau Exchange

Accelerators