### Integrate strategic insights into your Tableau dashboards with PowerKPIs

Use PowerKPIs as the new central entry point for your analysis in Tableau. It provides a powerful platform for illustrating the connections between different KPIs in an engaging value driver tree format, adding valuable context to data-driven decisions. From top-level summaries to detailed examinations of specific operational drivers, PowerKPIs enhances your ability to tell a compelling story of business performance through a single, intuitive interface.

PowerKPIs is easy to set up and supports a variety of common data structures for KPI reporting. Customize your KPI views to meet the unique needs of different business units, enabling precise control and strategic analysis directly within your dashboards. You can also leverage the power of the Tableau platform by interfacing PowerKPIs with **Tableau Pulse** and other Tableau interactivity features.

### Get started!

Learn more about the PowerKPIs extension [here](https://appsfortableau.infotopics.com/products/powerkpi/).

Learn how to quickly set it up with our [product guide](https://appsfortableau.infotopics.com/support/documentation/powerkpis-product-guide-getting-started/).

Looking for example workbooks? [Download a free trial on our website](https://appsfortableau.infotopics.com/request-free-trial/)

### Enjoy the full potential of PowerKPIs for free in Tableau Desktop and Web Authoring!

PowerKPIs free is completely functional and features only a discreet banner. This gives you the perfect opportunity to explore and utilize all that PowerKPIs has to offer in Tableau before deciding to subscribe in your production environment. PowerKPIs free is not enabled for viewers of published dashboards. To experience the full product which will also renders for Tableau Viewers, request a free trial over here: [https://appsfortableau.infotopics.com/request-free-trial/](https://appsfortableau.infotopics.com/request-free-trial/)

**Stay updated on our latest features and news!**

Contact: [support@appsfortableau.infotopics.com](mailto:support@appsfortableau.infotopics.com)

[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)

PowerKPIs Free

Integrate strategic insights into your Tableau dashboards with PowerKPIs

Advanced Analytics

Free

New Viz Types

English

### Integrate strategic insights into your Tableau dashboards with PowerKPIs

Use PowerKPIs as the new central entry point for your analysis in Tableau. It provides a powerful platform for illustrating the connections between different KPIs in an engaging value driver tree format, adding valuable context to data-driven decisions. From top-level summaries to detailed examinations of specific operational drivers, PowerKPIs enhances your ability to tell a compelling story of business performance through a single, intuitive interface.

PowerKPIs is easy to set up and supports a variety of common data structures for KPI reporting. Customize your KPI views to meet the unique needs of different business units, enabling precise control and strategic analysis directly within your dashboards. You can also leverage the power of the Tableau platform by interfacing PowerKPIs with **Tableau Pulse** and other Tableau interactivity features.

### Get started!

Learn more about the PowerKPIs [here](https://appsfortableau.infotopics.com/products/powerkpi/).

Learn how to quickly set it up with our [product guide](https://appsfortableau.infotopics.com/support/documentation/powerkpis-product-guide-getting-started/).

Looking for example workbooks? [Download a free trial on our website](https://appsfortableau.infotopics.com/request-free-trial/)

### Enjoy the full potential of PowerKPIs for free in Tableau Desktop and Web Authoring!

PowerKPIs free is completely functional and features only a discreet banner. This gives you the perfect opportunity to explore and utilize all that PowerKPIs has to offer in Tableau before deciding to subscribe in your production environment. PowerKPIs free is not enabled for viewers of published dashboards. To experience the full product which will also renders for Tableau Viewers, request a free trial over here: [https://appsfortableau.infotopics.com/request-free-trial/](https://appsfortableau.infotopics.com/request-free-trial/)

**Stay updated on our latest features and news!**
Contact: [support@appsfortableau.infotopics.com](mailto:support@appsfortableau.infotopics.com)
[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)

**Viz Extensions are currently in Beta Preview and this extension can only be loaded in pre-release preview builds. To learn more: [https://www.tableau.com/getbeta](https://www.tableau.com/getbeta).**

Viz Free

### **Introducing the Beeswarm Extension for Tableau**

Unleash the potential of Beeswarm charts with our new Beeswarm Chart Extension for Tableau, specially crafted to enhance your data visualization with a distinctive and insightful display. This extension allows you to create Beeswarm plots, which are perfect for representing the distribution of data points without overlap, revealing underlying patterns in a visually compact form.

**Why Beeswarm Charts?** Beeswarm charts are excellent for displaying distributions of data across categories in a way that maximizes space and avoids overlapping points. This makes it easy to identify clusters, gaps, outliers, and the overall spread of your data. By providing a clear view of each data point, Beeswarm charts are especially useful in detailed exploratory data analysis where individual data values are of interest.
**Features of the Beeswarm Chart Extension:**

* **Clear Distributions:** Visualize the distribution of data points across categories with each point represented distinctly, avoiding overlap and congestion.
* **Interactive Insights:** Hover and click capabilities enable users to explore individual data points, enhancing the interactive experience and providing deeper insights.
* **Seamless Tableau Integration:** Perfectly compatible with Tableau, this extension integrates directly into your existing workflows and dashboards.
* **Customizable Aesthetics:** Tailor the visualization with options for point size, color, and other visual elements to align with your data presentation needs.

Ideal for data scientists and analysts who need to communicate complex data patterns clearly, this tool not only presents data but also invites exploration and discovery.

**Keep in touch!**
We send weekly updates about Viz Extensions and other tools: [https://newsletter.ladataviz.com/](https://newsletter.ladataviz.com/)
‣ Website: [https://www.ladataviz.com](https://www.ladataviz.com)
‣ Twitter/X : [https://twitter.com/ladataviz](https://twitter.com/ladataviz)
‣ Youtube: [https://www.youtube.com/@ladataviz](https://www.youtube.com/@ladataviz)
‣ LinkedIn: [https://www.linkedin.com/in/ladataviz/](https://www.linkedin.com/in/ladataviz/)
‣ All other links: [https://linktr.ee/ladataviz](https://linktr.ee/ladataviz)

Viz Extensions are currently in Beta Preview and where this viz extension can only be loaded in prerelease preview builds. To learn more: [https://www.tableau.com/getbeta](https://www.tableau.com/getbeta).

Beeswarm

Transform your data into beautiful and insightful Beeswarm.

A picture is worth a thousand words, why not use more images in your dashboard? Have you ever tried to use product or colleague images instead of names as a filter in your Tableau Dashboards? Tableau offers url actions, background images and shapes to use pictures in your dashboard. It requires a lot of work to get your images all prepped up to be used in your dashboards the standard way and still it remains a static or low res exercise that thickens up the size of your workbook.

The “PictureThis” Tableau extension helps you create dynamic image tables that can be used as a filter in your dashboard, all within your familiar Tableau environment: Governed and Secured!

Use Image url’s from your dataset that automatically create a responsive image table. The images will act as a filter on another target sheet in your dashboard. Images are not stored in your dashboard, they will dynamically be lined up in an image table based on your data and can be used as a filter! The extension supports a table layout and cards layout and advanced layout options.

### **Get started!**

Download sample data [here](https://dl.infotopics.com/yPWbRJCF).

Learn more about the PictureThis extension [here](https://appsfortableau.infotopics.com/extensions-for-tableau/picturethis-extension/).

Learn how to quickly set it up with our [Product Guide](https://appsfortableau.infotopics.com/support/documentation/picturethis-product-guide/).

### **Disclaimer**

The free version of this extension is limited to 1 PictureThis extension to your dashboard. To experience the fully functional extension, request your free trial here: https://appsfortableau.infotopics.com/request-free-trial/

**Stay updated on our latest features and news!**

Contact: support@appsfortableau.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)

PictureThis

The Picture This extension helps you create dynamic image tables/lists based on your data.

Custom Viz Actions

Custom Filters

The Sankey Diagram visualizes the flow of a measure across multiple dimensions. Start visualizing the flow of money through your organizations departments or see what paths your visitors enjoy on your website. You can create your first Sankey Diagram in under a minute….

### **Get started!**

Learn more about Sankey Diagram Free [here](https://appsfortableau.infotopics.com/extensions-for-tableau/showmemore-extension/).

Learn how to quickly set it up with our [Product Guide](https://appsfortableau.infotopics.com/support/documentation/showmemore-vizzes-guide/).

Explore our Demo Workbooks [here](https://appsfortableau.infotopics.com/workbook-gallery/).

### **Enjoy the full potential of Sankey Diagram for free in Tableau Desktop and Web Authoring!**

Sankey Diagram free is completely functional and features only a discreet banner. This gives you the perfect opportunity to explore and utilize all that Sankey Diagram has to offer in Tableau before deciding to subscribe in your production environment. Sankey Diagram free is not enabled for viewers of published dashboards. To experience the full product which will also renders for Tableau Viewers, request a free trial over here: [https://appsfortableau.infotopics.com/request-free-trial/](https://appsfortableau.infotopics.com/request-free-trial/)

**Stay updated on our latest features and news!**

Contact: [support@appsfortableau.com](mailto:support@appsfortableau.com)

[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)

**Viz Extensions are currently in Beta Preview and this extension can only be loaded in pre-release preview builds. To learn more: [https://www.tableau.com/getbeta](https://www.tableau.com/getbeta).**

Sankey Diagram Free

 Highly customizable Sankey Diagram to visualize flow of a measure across multiple dimensions.

The Sankey Diagram (circular) visualizes the flow of a measure over multiple dimensions with internal loops. Sankey diagrams are a type of flow diagram in which the width/height of the arrows is proportional to the flow rate.

### **Get started!**

Learn more about Sankey Diagram (circular) Free here [here](https://appsfortableau.infotopics.com/extensions-for-tableau/showmemore-extension/).

Learn how to quickly set it up with our [Product Guide](https://appsfortableau.infotopics.com/support/documentation/showmemore-vizzes-guide/).

Explore our Demo Workbooks [here](https://appsfortableau.infotopics.com/workbook-gallery/).

### **Enjoy the full potential of Sankey Diagram for free in Tableau Desktop and Web Authoring!**

Sankey Diagram (circular) free is completely functional and features only a discreet banner. This gives you the perfect opportunity to explore and utilize all that Sankey Diagram (circular) has to offer in Tableau before deciding to subscribe in your production environment. Sankey Diagram (circular) free is not enabled for viewers of published dashboards. To experience the full product which will also renders for Tableau Viewers, request a free trial over here: [https://appsfortableau.infotopics.com/request-free-trial/](https://appsfortableau.infotopics.com/request-free-trial/)

**Stay updated on our latest features and news!**

Contact: [support@appsfortableau.com](mailto:support@appsfortableau.com)

[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)

**Viz Extensions are currently in Beta Preview and this extension can only be loaded in pre-release preview builds. To learn more: [https://www.tableau.com/getbeta](https://www.tableau.com/getbeta)**

Circular Sankey Diagram Free

Visualize the flow of a measure over multiple dimensions with internal loops.

A recursive (source-target) Sankey diagram is a visualization that displays the flow of a particular set of data from its origin (source) to its destination (target). It consists of nodes, representing the sources and targets, and links, indicating the flow between them. The width of the links corresponds to the quantity being measured. This type of diagram is often used to depict the flow of energy, money, or materials in a system, among other things. Source-target Sankey diagrams are useful for identifying patterns and bottlenecks in a system, as well as for demonstrating the impact of changes or interventions.

### **Get started!**

Learn more about Sankey Diagram (recursive) here [here](https://appsfortableau.infotopics.com/extensions-for-tableau/showmemore-extension/).

Learn how to quickly set it up with our [Product Guide](https://appsfortableau.infotopics.com/support/documentation/showmemore-vizzes-guide/).

Explore our Demo Workbooks [here](https://appsfortableau.infotopics.com/workbook-gallery/).

### **Enjoy the full potential of Sankey Diagram for free in Tableau Desktop and Web Authoring!**

Sankey Diagram (recursive) free is completely functional and features only a discreet banner. This gives you the perfect opportunity to explore and utilize all that Sankey Diagram (recursive) has to offer in Tableau before deciding to subscribe in your production environment. Sankey Diagram (recursive) free is not enabled for viewers of published dashboards. To experience the full product which will also renders for Tableau Viewers, request a free trial over here: [https://appsfortableau.infotopics.com/request-free-trial/](https://appsfortableau.infotopics.com/request-free-trial/)

**Stay updated on our latest features and news!**

Contact: [support@appsfortableau.com](mailto:support@appsfortableau.com)

[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)

**Viz Extensions are currently in Beta Preview and this extension can only be loaded in pre-release preview builds. To learn more: [https://www.tableau.com/getbeta](https://www.tableau.com/getbeta).**

Recursive Sankey Diagram Free

Visualizes the flow of a particular set of data from its origin to its destination.

A Venn diagram is a graphical representation used to illustrate the relationships between different sets or groups of data. It consists of overlapping circles or other shapes, each representing a set, with the overlapping areas representing the intersections or commonalities between the sets. Venn diagrams are commonly used in mathematics, logic, statistics, and various fields to visualize logical relationships, identify shared or distinct elements among different groups, and aid in problem-solving and decision-making processes.

### **Get started!**

Learn more about Venn Diagram Free [here](https://appsfortableau.infotopics.com/extensions-for-tableau/showmemore-extension/).

Learn how to quickly set it up with our [Product Guide](https://appsfortableau.infotopics.com/support/documentation/showmemore-vizzes-guide/).

Explore our Demo Workbooks [here](https://appsfortableau.infotopics.com/workbook-gallery/).

### **Enjoy the full potential of Venn Diagram for free in Tableau Desktop and Web Authoring!**

Venn Diagram free is completely functional and features only a discreet banner. This gives you the perfect opportunity to explore and utilize all that Venn Diagram has to offer in Tableau before deciding to subscribe in your production environment. Venn Diagram free is not enabled for viewers of published dashboards. To experience the full product which will also renders for Tableau Viewers, request a free trial over here: [https://appsfortableau.infotopics.com/request-free-trial/](https://appsfortableau.infotopics.com/request-free-trial/)

**Stay updated on our latest features and news!**

Contact: [support@appsfortableau.com](mailto:support@appsfortableau.com)

[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)

**Viz Extensions are currently in Beta Preview and this extension can only be loaded in pre-release preview builds. To learn more: [https://www.tableau.com/getbeta](https://www.tableau.com/getbeta).**

Venn Diagram Free

A graphical representation used to illustrate the relationships between sets of data.

A hierarchical visualization that represents data in a radial layout, resembling the layers of an onion or the annual rings of a tree. It consists of nested rings, where each ring represents a level of the hierarchy, with the innermost ring typically representing the root level and subsequent rings representing its child categories or subgroups.

The size of each segment within the rings corresponds to the proportion of the data it represents, while the color or shading can convey additional information or categories. Sunburst diagrams are commonly used to visualize hierarchical data structures, such as organizational charts, directory structures, or hierarchical classifications, enabling users to explore the data's composition and relationships in an intuitive and visually appealing manner.

### **Get started!**

Learn more about Sunburst Zoomable Free [here](https://appsfortableau.infotopics.com/extensions-for-tableau/showmemore-extension/).

Learn how to quickly set it up with our [Product Guide](https://appsfortableau.infotopics.com/support/documentation/showmemore-vizzes-guide/).

Explore our Demo Workbooks [here](https://appsfortableau.infotopics.com/workbook-gallery/).

### **Enjoy the full potential of Sunburst Zoomable for free in Tableau Desktop and Web Authoring!**

Sunburst Zoomable free is completely functional and features only a discreet banner. This gives you the perfect opportunity to explore and utilize all that Sunburst Zoomable has to offer in Tableau before deciding to subscribe in your production environment. Sunburst Zoomable free is not enabled for viewers of published dashboards. To experience the full product which will also renders for Tableau Viewers, request a free trial over here: [https://appsfortableau.infotopics.com/request-free-trial/](https://appsfortableau.infotopics.com/request-free-trial/)

**Stay updated on our latest features and news!**

Contact: [support@appsfortableau.com](mailto:support@appsfortableau.com)

[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)

**Viz Extensions are currently in Beta Preview and this extension can only be loaded in pre-release preview builds. To learn more: [https://www.tableau.com/getbeta](https://www.tableau.com/getbeta).**

Zoomable Sunburst Free

A hierarchical visualization that represents data in a radial layout

A network diagram is a data visualization method that allows users to understand relationships in data easily. Network diagrams are composed of nodes and paths. Nodes are singular data points that are connected to other nodes through paths. The paths show the relationship between two or more nodes. Consider an organisation with three employee types: directors, managers, and associates. A network diagram would show each employee type as a node and the relationship between those individual employees as edges. A network graph reveals patterns and helps to detect anomalies.

### **Get started!**

Learn more about Network Diagram Free [here](https://appsfortableau.infotopics.com/extensions-for-tableau/showmemore-extension/).

Learn how to quickly set it up with our [Product Guide](https://appsfortableau.infotopics.com/support/documentation/showmemore-vizzes-guide/).

Explore our Demo Workbooks [here](https://appsfortableau.infotopics.com/workbook-gallery/).

### **Enjoy the full potential of Network Diagram for free in Tableau Desktop and Web Authoring!**

Network Diagram free is completely functional and features only a discreet banner. This gives you the perfect opportunity to explore and utilize all that Network Diagram has to offer in Tableau before deciding to subscribe in your production environment. Network Diagram free is not enabled for viewers of published dashboards. To experience the full product which will also renders for Tableau Viewers, request a free trial over here: [https://appsfortableau.infotopics.com/request-free-trial/](https://appsfortableau.infotopics.com/request-free-trial/)

**Stay updated on our latest features and news!**

Contact: [support@appsfortableau.com](mailto:support@appsfortableau.com)

[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)

**Viz Extensions are currently in Beta Preview and this extension can only be loaded in pre-release preview builds. To learn more: [https://www.tableau.com/getbeta](https://www.tableau.com/getbeta).**

Network Diagram Free

A highly customizable Network Diagram that allows users to understand relationships in data.

A waterfall chart is a form of data visualization that helps in understanding the cumulative effect of sequentially introduced positive or negative values. These intermediate values can either be time-based or category based. The waterfall chart is also known as a flying bricks chart or Mario chart due to the apparent suspension of columns (bricks) in mid-air. Often in finance, it will be referred to as a bridge.

A waterfall chart can be used for analytical purposes, especially for understanding or explaining the gradual transition in the quantitative value of an entity that is subjected to increment or decrement. Often, a waterfall or cascade chart is used to show changes in revenue or profit between two time periods.

*A highly advanced Waterfall Chart with many options to adapt it to your use case.*

### **Get started!**

Learn more about Waterfall Chart Free [here](https://appsfortableau.infotopics.com/extensions-for-tableau/showmemore-extension/).

Learn how to quickly set it up with our [Product Guide](https://appsfortableau.infotopics.com/support/documentation/showmemore-vizzes-guide/).

Explore our Demo Workbooks [here](https://appsfortableau.infotopics.com/workbook-gallery/).

### **Enjoy the full potential of Waterfall Chart for free in Tableau Desktop and Web Authoring!**

Waterfall Chart free is completely functional and features only a discreet banner. This gives you the perfect opportunity to explore and utilize all that Waterfall Chart has to offer in Tableau before deciding to subscribe in your production environment. Waterfall Chart free is not enabled for viewers of published dashboards. To experience the full product which will also renders for Tableau Viewers, request a free trial over here: [https://appsfortableau.infotopics.com/request-free-trial/](https://appsfortableau.infotopics.com/request-free-trial/)

**Stay updated on our latest features and news!**

Contact: [support@appsfortableau.com](mailto:support@appsfortableau.com)

[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)

Viz Extensions are currently in Beta Preview and where this viz extension can only be loaded in prerelease preview builds. To learn more: [https://www.tableau.com/getbeta](https://www.tableau.com/getbeta).

Waterfall Chart Free

Helps in understanding the cumulative effect of sequentially introduced positive or negative values.

A chord diagram is a visual representation that illustrates the relationships and connections between entities in a network or system. It typically consists of a circle divided into segments, with each segment representing a category or entity. The connections between the segments are depicted as curved lines, or "chords," which indicate the interactions or relationships between the categories. Chord diagrams are commonly used in data visualization to show patterns of interactions, flows of information, or relationships between different elements, such as in social networks, genetic studies, or supply chain analysis. They provide a clear and intuitive way to understand complex relationships and identify key connections within a system.

### **Get started!**

Learn more about Chord Diagram Free [here](https://appsfortableau.infotopics.com/extensions-for-tableau/showmemore-extension/).

Learn how to quickly set it up with our [Product Guide](https://appsfortableau.infotopics.com/support/documentation/showmemore-vizzes-guide/).

Explore our Demo Workbooks [here](https://appsfortableau.infotopics.com/workbook-gallery/).

### **Enjoy the full potential of Chord Diagram for free in Tableau Desktop and Web Authoring!**

Chord Diagram free is completely functional and features only a discreet banner. This gives you the perfect opportunity to explore and utilize all that Chord Diagram has to offer in Tableau before deciding to subscribe in your production environment. Chord Diagram free is not enabled for viewers of published dashboards. To experience the full product which will also renders for Tableau Viewers, request a free trial over here: [https://appsfortableau.infotopics.com/request-free-trial/](https://appsfortableau.infotopics.com/request-free-trial/)

**Stay updated on our latest features and news!**

Contact: [support@appsfortableau.com](mailto:support@appsfortableau.com)

[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)

Viz Extensions are currently in Beta Preview and where this viz extension can only be loaded in prerelease preview builds. To learn more: [https://www.tableau.com/getbeta](https://www.tableau.com/getbeta).

Chord Diagram Free

Illustrate the relationships and connections between entities in a network or system.

This type of visualisation shows hierarchy through a series of rings, that are sliced for each category node. Each ring corresponds to a level in the hierarchy, with the central circle representing the root node and the hierarchy moving outwards from it. Rings are sliced up and divided based on their hierarchical relationship to the parent slice. The angle of each slice is either divided equally under its parent node or can be made proportional to a value.

### **Get started!**

Learn more about Sunburst Diagram Free [here](https://appsfortableau.infotopics.com/extensions-for-tableau/showmemore-extension/).

Learn how to quickly set it up with our [Product Guide](https://appsfortableau.infotopics.com/support/documentation/showmemore-vizzes-guide/).

Explore our Demo Workbooks [here](https://appsfortableau.infotopics.com/workbook-gallery/).

### **Enjoy the full potential of Sunburst Diagram for free in Tableau Desktop and Web Authoring!**

Sunburst Diagram free is completely functional and features only a discreet banner. This gives you the perfect opportunity to explore and utilize all that Sunburst Diagram has to offer in Tableau before deciding to subscribe in your production environment. Sunburst Diagram free is not enabled for viewers of published dashboards. To experience the full product which will also renders for Tableau Viewers, request a free trial over here: [https://appsfortableau.infotopics.com/request-free-trial/](https://appsfortableau.infotopics.com/request-free-trial/)

**Stay updated on our latest features and news!**

Contact: [support@appsfortableau.com](mailto:support@appsfortableau.com)

[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)

**Viz Extensions are currently in Beta Preview and this extension can only be loaded in pre-release preview builds. To learn more: [https://www.tableau.com/getbeta](https://www.tableau.com/getbeta).**

Sunburst Diagram Free

Shows hierarchy through a series of rings, that are sliced for each category node. 

A radar chart is a visual tool that shows data across multiple categories using a spider-web-like graph. Each category has its own axis, and the value for each category is plotted along its axis. It's useful for comparing the performance or characteristics of different entities, like comparing the strengths and weaknesses of various products, team members, or strategies at a glance.

### **Get started!**

Learn more about Radar Chart Free [here](https://appsfortableau.infotopics.com/extensions-for-tableau/showmemore-extension/).

Learn how to quickly set it up with our [Product Guide](https://appsfortableau.infotopics.com/support/documentation/showmemore-vizzes-guide/).

Explore our Demo Workbooks [here](https://appsfortableau.infotopics.com/workbook-gallery/).

### **Enjoy the full potential of Radar Chart for free in Tableau Desktop and Web Authoring!**

Radar Chart free is completely functional and features only a discreet banner. This gives you the perfect opportunity to explore and utilize all that Radar Chart has to offer in Tableau before deciding to subscribe in your production environment. Radar Chart free is not enabled for viewers of published dashboards. To experience the full product which will also renders for Tableau Viewers, request a free trial over here: [https://appsfortableau.infotopics.com/request-free-trial/](https://appsfortableau.infotopics.com/request-free-trial/)

**Stay updated on our latest features and news!**

Contact: [support@appsfortableau.com](mailto:support@appsfortableau.com)

[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)

**Viz Extensions are currently in Beta Preview and this extension can only be loaded in pre-release preview builds. To learn more: [https://www.tableau.com/getbeta](https://www.tableau.com/getbeta).**

Radar Chart Free

A graphical method of displaying multivariate data in the form of a two-dimensional chart 

A picture is worth a thousand words, why not use more images in your dashboard? Have you ever tried to use product or colleague images instead of names as a filter in your Tableau Dashboards?

The “PictureThis” Tableau extension helps you create dynamic image tables and grids that can be used as a filter in your dashboard, all within your familiar Tableau environment: Governed and Secured!

Use Image url’s from your dataset that automatically create a responsive image table or grid. The images will act as a filter on another target sheet in your dashboard. Images are not stored in your dashboard, they will dynamically be lined up in an image table based on your data and can be used as a filter! The extension supports a table layout and cards layout and advanced layout options.

### **Get started!**

Download sample data [here](https://dl.infotopics.com/yPWbRJCF).

Learn more about the PictureThis extension [here](https://appsfortableau.infotopics.com/extensions-for-tableau/picturethis-extension/).

Learn how to quickly set it up with our [Product Guide](https://appsfortableau.infotopics.com/support/documentation/picturethis-product-guide/).


### **Enjoy the full potential of PictureThis for free in Tableau Desktop and Web Authoring!**

PictureThis free is completely functional and features only a discreet banner. This gives you the perfect opportunity to explore and utilize all that PictureThis has to offer in Tableau before deciding to subscribe in your production environment. PictureThis free is not enabled for viewers of published dashboards. To experience the full product which will also renders for Tableau Viewers, request a free trial over here: [https://appsfortableau.infotopics.com/request-free-trial/](https://appsfortableau.infotopics.com/request-free-trial/)

**Stay updated on our latest features and news!**

Contact: [support@appsfortableau.com](mailto:support@appsfortableau.com)

[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)

Viz Extensions are currently in Beta Preview and where this viz extension can only be loaded in prerelease preview builds. To learn more: [https://www.tableau.com/getbeta](https://www.tableau.com/getbeta).

PictureThis Free

The Picture This extension helps you create dynamic image tables/cards based on your data.

This ProcessMining extension for Tableau helps see how the process actually goes, instead of assuming it. ProcessMining helps you to audit, analyze and improve your processes by answering both compliance-related and performance-related questions. Get instant insight in all sub processes, outliers, deviations, process bottlenecks and more. Use the interactivity of Tableau to enable users to filter and zoom in on specific cases, periods, process steps (nodes) or connections (Links) of your process to analyze, optimize or adjust your processes.

Gain insight in your business processes as they actually are, quick, user-friendly and factbased!

### **ProcessMining in your Tableau environment**

ProcessMining can be used for many business processes in your organization. Common processes for which ProcessMining can be used are purchase-to-pay and order-to-cash. When having fact-based, objective insights in these processes, it is easy to detect the bottlenecks in these processes and improve the process. This reduces through-put time and costs and therefore optimizes your procurement.

ProcessMining can also be used to gain insights and improve your customer service processes, HR processes, logistics processes, mortgage processes, ICT requests, and many more!

By detecting bottlenecks in your processes and optimize your process, you can improve your customer experience and deliver the most valuable customer journey to your customers. The big advantage? You don’t have to leave your Tableau environment!

### **ProcessMining in your organization**

Your process map will show you objectively and automatically what the exact followed process steps were and wherein the process the biggest delays occur. This insight makes it easy to improve the process and reduce waste and costs. As you have continuous insights in your business processes you can continuously improve the processes. A root-cause analysis on your process can be easily performed. You can also compare your process map with your KPIs and see why they are, or aren’t met.

### **Get started!**

Download sample data [here](https://dl.infotopics.com/9mUqwaO0).

Learn more about the ProcessMining extension [here](https://appsfortableau.infotopics.com/extensions-for-tableau/processmining/).

Learn how to quickly set it up with our [Product Guide](https://appsfortableau.infotopics.com/processmining-product-guide/).

### **Try the full version**

This free version is limited to 100 rows of data. To experience the fully functional extension, request your free trial here: [https://appsfortableau.infotopics.com/request-free-trial/](https://appsfortableau.infotopics.com/request-free-trial/)

**Stay updated on our latest features and news!**

Contact: [support@appsfortableau.com](mailto:support@appsfortableau.com)

[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)

Viz Extensions are currently in Beta Preview and where this viz extension can only be loaded in prerelease preview builds. To learn more: [https://www.tableau.com/getbeta](https://www.tableau.com/getbeta).

ProcessMining Free

Visualize and analyze your processes based on log file extractions

The DrillDownTree extension provides better insights into your data through drill-down actions. Drilling down through a dimension hierarchy will expand the next level of the dimension, it lets you traverse through the data across multiple dimensions to get to the roots. The extension aggregates data automatically and enables drill-down actions. The DrillDownTree is a great data exploration tool for ad hoc analysis and conducting root cause analysis. Governed and secured all within your familiar Tableau environment!

### **Visualize**

DrillDownTree allows you to drill down on any measure to any dimension you wish. The extension offers a flexible DrillDownTree for dashboard users. It will let you visualize data across multiple dimensions without setting up hierarchies upfront. Visualize data across multiple dimensions.

### **Aggregate**

It automatically aggregates data and enables drilling down into dimensions in any random order the user chooses without having to create Tableau hierarchies upfront.

### **Analyze**

The DrillDownTree is a valuable tool for ad hoc exploration by your dashboard users and conducting root cause analysis in your Tableau Dashboards. It hugely contributes to the self-serviceness of your dashboard users in an easy and understandable self-guiding way.

### **Get started!**

Learn more about the DrillDownTree extension [here](https://appsfortableau.infotopics.com/drilldowntree/).

Learn how to quickly set it up with our [Product Guide](https://appsfortableau.infotopics.com/drilldowntree-product-guide/).

### **Enjoy the full potential of DrillDownTree for free in Tableau Desktop and Web Authoring!**

DrillDownTree free is completely functional and features only a discreet banner. This gives you the perfect opportunity to explore and utilize all that DrillDownTree has to offer in Tableau before deciding to subscribe in your production environment. DrillDownTree free is not enabled for viewers of published dashboards. To experience the full product which will also renders for Tableau Viewers, request a free trial over here: [https://appsfortableau.infotopics.com/request-free-trial/](https://appsfortableau.infotopics.com/request-free-trial/ "https://appsfortableau.infotopics.com/request-free-trial/")

**Stay updated on our latest features and news!**

Contact: [support@appsfortableau.com](mailto:support@appsfortableau.com)

[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)

Viz Extensions are currently in Beta Preview and where this viz extension can only be loaded in prerelease preview builds. To learn more: [https://www.tableau.com/getbeta.](https://www.tableau.com/getbeta)



DrillDownTree Free

Visualize and aggregate data across multiple dimensions - drill down in any order.

### **Use Excel like Tables in your Tableau Dashboards**

With the **SuperTables** extension for Tableau, you can offer your dashboard users the power of interactive and dynamic Excel-like tables that allow users to decide how to organize and analyse their data in a flexible grid using the features just like in Excel and without leaving Tableau! Enrich your dashboards in a secure and governed way with the SuperTables extension for Tableau and allow your visitors to do their own analysis with the summarised data of your visualisations.
 
Let your users group data, pivot tables, use inline filters on columns, expand rows and export to pdf, csv and Excel while using the SuperTables formatting. This fast performing table enriches your dashboards with extra context to your dashboards without any boundaries. It supports dashboard actions, it makes sure your calculations on aggregated data are correct and it offers your users the possibility to store their personal views on Tableau Server or Cloud so they can start tomorrow where they stopped today. SuperTables supports keyboard navigation and has lots of accessibility features!

### **Get started!**

Learn more about the SuperTables extension [here](https://appsfortableau.infotopics.com/extensions-for-tableau/supertables/ "https://appsfortableau.infotopics.com/extensions-for-tableau/supertables/").
Learn how to quickly set it up with our [Product Guide](https://appsfortableau.infotopics.com/support/documentation/supertables-product-guide/ "https://appsfortableau.infotopics.com/support/documentation/supertables-product-guide/").

### **Enjoy the full potential of SuperTables for free in Tableau Desktop and Web Authoring!**

SuperTables free is completely functional and features only a discreet banner. This gives you the perfect opportunity to explore and utilize all that SuperTables has to offer in Tableau before deciding to subscribe in your production environment. SuperTables free is not enabled for viewers of published dashboards. To experience the full product which will also renders for Tableau Viewers, request a free trial over here: [https://appsfortableau.infotopics.com/request-free-trial/](https://appsfortableau.infotopics.com/request-free-trial/ "https://appsfortableau.infotopics.com/request-free-trial/")

**Stay updated on our latest features and news!**

Contact: [support@appsfortableau.com](mailto:support@appsfortableau.com)

[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)

Viz Extensions are currently in Beta Preview and where this viz extension can only be loaded in prerelease preview builds. To learn more: [https://www.tableau.com/getbeta](https://www.tableau.com/getbeta).

SuperTables Free

Let users analyze and discover the data to support your visuals in stunning interactive tables.

A Sankey diagram visualises the proportional flow between variables (or nodes) within a network. It is an excellent tool to get insights into the major transfers or flows within a system. However, what if we can add geographical attributes to the Sankey diagram and visualise the flows on top of a map? It gives unprecedented insights into your data. The new ShowMeMore Geo-Sankey can provide you with a birds-eye view for better insights into your data.

### **Get started!**

Learn more about Geo Sankey Diagram here [here](https://appsfortableau.infotopics.com/extensions-for-tableau/showmemore-extension/).

Learn how to quickly set it up with our [Product Guide](https://appsfortableau.infotopics.com/support/documentation/showmemore-vizzes-guide/).

Explore our Demo Workbooks [here](https://appsfortableau.infotopics.com/workbook-gallery/).

### **Enjoy the full potential of Sankey Diagram for free in Tableau Desktop and Web Authoring!**

Geo Sankey Diagram free is completely functional and features only a discreet banner. This gives you the perfect opportunity to explore and utilize all that Geo Sankey Diagram has to offer in Tableau before deciding to subscribe in your production environment. Geo Sankey Diagram free is not enabled for viewers of published dashboards. To experience the full product which will also renders for Tableau Viewers, request a free trial over here: [https://appsfortableau.infotopics.com/request-free-trial/](https://appsfortableau.infotopics.com/request-free-trial/)

**Stay updated on our latest features and news!**

Contact: [support@appsfortableau.com](mailto:support@appsfortableau.com)

[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)

**Viz Extensions are currently in Beta Preview and this extension can only be loaded in pre-release preview builds. To learn more: [https://www.tableau.com/getbeta](https://www.tableau.com/getbeta).**

Geo Sankey Free

Visualizes the proportional flow between variables (or nodes) within a network.

### **Introducing Tree Diagram Extension for Tableau**

Transform your data into dynamic, insightful tree diagrams with LaDataViz's newest extension for Tableau! This extension allows you to create radial, horizontal, and vertical tree diagrams, making complex data structures both understandable and visually appealing.

With just a few clicks, you can organize and display hierarchical information in a clear, engaging format that captures attention and facilitates deeper analysis.

**Why Tree Diagrams?** Tree diagrams are fantastic for breaking down complex systems into manageable parts. They help visualize structures, such as organizational charts, website sitemaps, or project tasks, allowing users to explore relationships and dependencies intuitively.

**Features:**

* **Versatile Layouts:** Choose from radial, horizontal, or vertical tree structures to best showcase your data hierarchy.
* **Interactive Experience:** Clickable nodes and adjustable branches allow viewers to dive deep into the specifics of each segment.
* **Seamless Integration:** Perfectly compatible with Tableau, it integrates smoothly into your existing dashboards.
* **Customizable Aesthetics:** Tailor the look and feel of your diagrams with custom colors and more to align with your brand or presentation style.

**Keep in touch!**
We send weekly updates about Viz Extensions and other tools: [https://newsletter.ladataviz.com/](https://newsletter.ladataviz.com/)
‣ Website: [https://www.ladataviz.com](https://www.ladataviz.com)
‣ Twitter/X : [https://twitter.com/ladataviz](https://twitter.com/ladataviz)
‣ Youtube: [https://www.youtube.com/@ladataviz](https://www.youtube.com/@ladataviz)
‣ LinkedIn: [https://www.linkedin.com/in/ladataviz/](https://www.linkedin.com/in/ladataviz/)
‣ All other links: [https://linktr.ee/ladataviz](https://linktr.ee/ladataviz)

Viz Extensions are currently in Beta Preview and where this viz extension can only be loaded in prerelease preview builds. To learn more: [https://www.tableau.com/getbeta](https://www.tableau.com/getbeta).

Tree Diagram

Transform your data into beautiful and insightful radial, horizontal, or vertical Tree Diagrams.


### **Introducing the Streamgraph Extension for Tableau**

Discover the beauty and power of streamgraphs with our new Streamgraph Extension for Tableau, a tool designed to bring a fluid, organic style to visualizing data over time. This extension allows you to create captivating, flowing charts that illustrate changes and trends within your data in an aesthetically pleasing manner.

**Why Streamgraphs?** Streamgraphs provide a powerful way to represent time-series data in a more engaging and intuitive format than traditional line or area charts. Their flowing, stacked layers make it easy to understand the progression of multiple data series and see how individual categories contribute to the whole over time. Streamgraphs are particularly effective for displaying volume changes, trends, and patterns in data where the relationship between parts is just as important as the whole.

**Features of the Streamgraph Extension:**

* **Elegant Visualization:** Produce stunning, flowing visuals that represent the dynamics of your data sets with grace and clarity.
* **Time Series Analysis:** Ideal for visualizing data that changes over time, helping to highlight trends, peaks, and troughs in a memorable way.
* **Interactive Engagement:** Dive into the details with interactive capabilities that allow viewers to focus on specific segments and time periods.
* **Customizable Design:** Adapt the color schemes, opacity, and layering to fit the theme of your dashboard or report, enhancing both the visual appeal and readability.

Perfect for analysts, marketers, and data scientists, this tool will transform your temporal data visualizations into works of art that are both informative and engaging.

**Keep in touch!**
We send weekly updates about Viz Extensions and other tools: [https://newsletter.ladataviz.com/](https://newsletter.ladataviz.com/)
‣ Website: [https://www.ladataviz.com](https://www.ladataviz.com)
‣ Twitter/X : [https://twitter.com/ladataviz](https://twitter.com/ladataviz)
‣ Youtube: [https://www.youtube.com/@ladataviz](https://www.youtube.com/@ladataviz)
‣ LinkedIn: [https://www.linkedin.com/in/ladataviz/](https://www.linkedin.com/in/ladataviz/)
‣ All other links: [https://linktr.ee/ladataviz](https://linktr.ee/ladataviz)

Viz Extensions are currently in Beta Preview and where this viz extension can only be loaded in prerelease preview builds. To learn more: [https://www.tableau.com/getbeta](https://www.tableau.com/getbeta).

Streamgraph

Transform your data into beautiful and insightful Streamgraphs.

### **Introducing the Network Extension for Tableau**

Elevate your analytics with the Network Chart Extension for Tableau, a powerful visualization tool designed to highlight connections and relationships within your data. This extension seamlessly integrates into Tableau to allow users to create detailed, interactive network diagrams that reveal the underlying structure of complex systems.

**Why Network Charts?** Network charts are invaluable for exploring and presenting the relationships between entities, whether they're individuals in social networks, components in infrastructure, or items in data structures. These diagrams provide a visual map of interconnections, helping users to understand how data points interact and influence each other.

**Features of the Network Chart Extension:**

* **Comprehensive Visualization:** Display complex relationships and network structures in an understandable and visually engaging format.
* **Dynamic Interactivity:** Explore the network with features like zoom, pan, and clickable nodes, which allow for drilling down into specific details of connections.
* **Seamless Integration:** Works fluidly within the Tableau ecosystem, enhancing your existing dashboards with advanced network visualization capabilities.
* **High Customizability:** Adjust node sizes, edge thickness, colors, and more to match the aesthetic needs of your presentation or to highlight particular aspects of your data.

Ideal for data analysts, researchers, and business intelligence professionals, this tool provides a deeper understanding of relational dynamics, helping to drive strategic decision-making based on comprehensive visual evidence.

**Keep in touch!**
We send weekly updates about Viz Extensions and other tools: [https://newsletter.ladataviz.com/](https://newsletter.ladataviz.com/)
‣ Website: [https://www.ladataviz.com](https://www.ladataviz.com)
‣ Twitter/X : [https://twitter.com/ladataviz](https://twitter.com/ladataviz)
‣ Youtube: [https://www.youtube.com/@ladataviz](https://www.youtube.com/@ladataviz)
‣ LinkedIn: [https://www.linkedin.com/in/ladataviz/](https://www.linkedin.com/in/ladataviz/)
‣ All other links: [https://linktr.ee/ladataviz](https://linktr.ee/ladataviz)

Viz Extensions are currently in Beta Preview and where this viz extension can only be loaded in prerelease preview builds. To learn more: [https://www.tableau.com/getbeta](https://www.tableau.com/getbeta).

Network

Transform your data into a beautiful and insightful Network diagram.

### **Introducing the Radial Sankey Extension for Tableau**

Elevate your data storytelling with the Radial Sankey Extension for Tableau, designed to revolutionize the way you visualize interactions between sources and targets. This powerful tool transforms your data into a stunning circular Sankey diagram, providing a panoramic view of relationships and flows in an intuitive, circular format.

**Why Radial Sankey?** This chart excels at displaying interconnections in a compact, circular layout, making them perfect for spotting patterns, strengths, and bottlenecks in data flows. This format not only saves space but also enhances readability and engagement by offering a 360-degree view of the data interactions.

**Features of the Radial Sankey Extension:**

* **Circular Insight:** Depict complex data flow networks in a visually appealing, circular Sankey diagram.
* **Interactive Exploration:** Enable users to interact with the diagram, exploring details of connections and the magnitude of flows at a glance.
* **Integrated Design:** Seamlessly fits into your Tableau environment, enhancing your existing dashboards with new perspectives.
* **Customization Options:** Fully customizable options for colors, node sizes, and labels, allowing the diagram to be tailored to fit the aesthetic of your presentation or report.

With the Radial Sankey Extension, you can transform traditional, linear data flow visuals into a captivating circular format that not only tells a story but also provides insightful, actionable analytics.

**Keep in touch!**
We send weekly updates about Viz Extensions and other tools: [https://newsletter.ladataviz.com/](https://newsletter.ladataviz.com/)
‣ Website: [https://www.ladataviz.com](https://www.ladataviz.com)
‣ Twitter/X : [https://twitter.com/ladataviz](https://twitter.com/ladataviz)
‣ Youtube: [https://www.youtube.com/@ladataviz](https://www.youtube.com/@ladataviz)
‣ LinkedIn: [https://www.linkedin.com/in/ladataviz/](https://www.linkedin.com/in/ladataviz/)
‣ All other links: [https://linktr.ee/ladataviz](https://linktr.ee/ladataviz)

Viz Extensions are currently in Beta Preview and where this viz extension can only be loaded in prerelease preview builds. To learn more: [https://www.tableau.com/getbeta](https://www.tableau.com/getbeta).

Radial Sankey

Transform your data into beautiful and insightful Radial Sankey.

The **Sunburst** **Diagram** is used to **visualize hierarchical data using concentric circles**. The centermost circle represents the highest hierarchy level, drilling down as you move away from the center. This viz extension displays 2 levels at a time, allowing users to drill down by clicking a specific category.
 
To build your own, assign two to five dimensions with categories to the **Level** mark and one or multiple measures to **Value**.
 
This extension is created and hosted by Actinvision and leverages all of Tableau’s interactivity. Please note the current version does not yet support formatting and keyboard navigation.

Viz Extensions are currently in Beta Preview and where this viz extension can only be loaded in prerelease preview builds. To learn more: [https://www.tableau.com/getbeta](https://www.tableau.com/getbeta).

Sunburst

The Sunburst Diagram is used to visualize hierarchical data using concentric circles.

Localize listing name

Used to show **comparisons among categories by using circular shapes**, the **Radial** or **Circular Bar Chart** simply refers to bar charts displayed on polar coordinate planes instead of a cartesian system.
 
To build your own, assign one dimension with categories to the **Level** mark and assign one or multiple measures to **Value**.
 
This extension is created and hosted by Actinvision and leverages all of Tableau’s interactivity. Please note the current version does not yet support formatting and keyboard navigation.

Viz Extensions are currently in Beta Preview and where this viz extension can only be loaded in prerelease preview builds. To learn more: [https://www.tableau.com/getbeta](https://www.tableau.com/getbeta).

Radial Chart

The Radial Chart simply refers to bar charts displayed on polar coordinate planes.

### Stay in the Flow \| Stay in Tableau \| Use your write\-back Scenario

Sometimes, users want to have the ability to add, delete or edit existing data behind a Tableau visualization and instantly see how those changes are reflected in the Viz. Apps for Tableau developed the ultimate solution for these challenges and many other use cases: WriteBackExtreme. Collaborate, forecast, run surveys, and much more, all safe and secure under the governance of Tableau!

WriteBackExtreme is available as SaaS, Cloud and on-premises solution.

### 1 Month Free trial:

Request a free trial and be up and running in minutes [here](https://appsfortableau.infotopics.com/writebackextreme-trial/). Your trial will be a private cloud environment for you to explore the product including demo workbooks and examples.

### Get Started:

Learn more about the WriteBackExtreme extension **[here](https://appsfortableau.infotopics.com/extensions-for-tableau/writebackextreme/).**
Learn how to quickly set it up with our **[Product Guide](https://appsfortableau.infotopics.com/support/documentation/product-guide-write-back-extreme/).**

Download the **[demo workbook](https://trial.appsfortableau.com/download/ceece519-9634-4b02-b9a1-3b60e12d43b4/writeback-extreme-gallery-workbook)** with examples and instructions. 
**MySQL password:** demodemo

### WriteBackExtreme has four modules:

#### 1) Add Data

When you want to add a **forecast & budgeting workflow** or play a **What-If scenario**, the WriteBackExtreme extension allows you to add or change data that is connected to the visualizations present in your dashboard. Data is connected on an aggregated level. By adding and writing back adjusted forecasts, the effect of changes is visible in the Tableau visualization almost instantly. This is the power of Add Data!

#### Collaboration add-on

The Collaboration template is a part of the Add Data module. It allows you to create **annotations** and **comments** on marks in your visualizations from within your dashboard. Create and manage annotations on marks in your visualizations, assign annotations to other users, reply to annotations/comments to start the dialog, and collaborate to the full extent!

#### 2) Data Helper

The Data Helper allows you to create, edit and delete records from your custom table without changing existing data! **Eliminate Excel-based workflows**!

#### 3) Data Correction

Some Data Quality use cases demand changing lots of data on row level. Your dashboard users can **perform data corrections** directly from the dashboards where they detect the inconsistencies in an Excel like layout. With the full **audit trails with rollback capabilities**, your changes to the data are **secure** and **governed**. Audit trails and rollback capabilities are available for all modules!

#### 4) Management Console

The WriteBackExtreme extension offers a **highly configurable** and **governance-induced Management Console**. The control room of WriteBackExtreme allows authorized access to different roles of users. Some of the valuable features of the management console are managing schema’s (use cases), Connections with databases, permissions, groups, and users.

### Governance and Security

WriteBackExtreme has been penetration tested and provides authentication with **SAML and Oauth**. It works natively with **Azure**, **Okta**, and custom **Single Sign-On providers**. WriteBackExtreme can integrate seamlessly with your existing data sources. You can write back to supported database platforms like **Snowflake**, **Amazing Redshift**, **Oracle**, **Azure Synapse**, **MySQL**, **Microsoft SQL Server,** **PostgreSQL and more!**. All Apps for Tableau products are secure as we comply with ISO 27001 and NEN7510. Your data and user access are secured under Tableau’s governance. Apps for Tableau products are secure on-premise or private cloud deployed and facilitate your workflow in Tableau, eliminating the move to external programs.

### Disclaimer

The free version of WriteBackExtreme enables you to explore the product in a predefined Tableau Workbook.

This free version is for non\-commercial use only and is connected to an online environment hosted by Infotopics \| Apps for Tableau\. Be sure not to use any privacy\-sensitive data with the free version\. The online environment will be periodically reset\.

### On-premises trial on your own data?

Contact us for more information or a PoC on your data via [https://appsfortableau.com/writebackextreme/](https://appsfortableau.com/writebackextreme/)

### Stay updated on our latest features and news!

Contact: [support@appsfortableau.infotopics.com](mailto:support@appsfortableau.infotopics.com)

[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)

WriteBackExtreme

Create, Edit and Delete data directly from your Tableau Dashboards in a secure and governed way.

Write & Export Data

[Delta Sharing](https://delta.io/sharing) is an open protocol for secure real-time exchange of large datasets, which enables organizations to share data in real time regardless of which computing platforms they use. It is a simple [REST protocol](https://github.com/delta-io/delta-sharing/blob/main/PROTOCOL.md) that securely shares access to part of a cloud dataset and leverages modern cloud storage systems, such as S3, ADLS, or GCS, to reliably transfer data.
With Delta Sharing, a user accessing shared data can directly connect to it through pandas, Tableau, Apache Spark, Rust, or other systems that support the open protocol, without having to deploy a specific compute platform first. Data providers can share a dataset once to reach a broad range of consumers, while consumers can begin using the data in minutes.

Delta Sharing by Databricks

Tableau Connector to connect to Delta Sharing data by Databricks

# Write-Back Cloud- Input data. Write now.

**Write-Back Cloud is a Software as a Service (SaaS) Tableau extension** that empowers users to directly submit data from a Tableau dashboard **to your database**, allowing them to implement any actionable use case without leaving the analysis flow.
All this is easily configured in the Write-Back manager, which lets you do a production configuration or simply run a trial in a few minutes.
**With one Write-Back license, you can implement as many use cases as you want and use the product across all the dashboards you need.**

There are already more than 80 Customers, in over 15 countries, using Write-Back. **Amazon, Vanguard, Optum, Kraft Heinz, Collins Aerospace, Bayer, and Logitech** are some companies taking advantage of Write-Back and making Tableau dashboards actionable.

## HOW TO START:

* [Write-Back Cloud Start Trial](https://apps.xpand-it.com/jira/servicedesk/customer/portal/20/create/94) – Sign Up to request a **30-day trial** and start testing our product with your data.
* [Write-Back Cloud Homepage](https://writeback4t.com/products/write-back-cloud-tableau/?utm_source=tableau_exchange_cloud&utm_medium=tableau_exchange_cloud&utm_campaign=tableau_exchange_cloud) – Features, price, use cases, customers and partners, all in our website.
* [Write-Back Cloud Pricing & License Model](https://writeback4t.com/products/write-back-cloud-tableau/?utm_source=tableau_exchange_cloud&utm_medium=tableau_exchange_cloud&utm_campaign=tableau_exchange_cloud#pricing) – At Write-Back we value total transparency and as such, the value and licensing model of the product is available to everyone.
* [Write-Back Cloud Technical Data Sheet](https://xpand.sharepoint.com/sites/Public/WriteBack/Technical%20Data%20Sheet/Technical%20Data%20Sheet_Write-Back_Cloud_v1.0%201.pdf?ga=1) – Document with essential information to understand how the product works.
* [Write-Back Cloud Documentation](https://documentation.writeback4t.com/page/overview-wbserver?utm_source=tableau_exchange_cloud&utm_medium=tableau_exchange_cloud&utm_campaign=tableau_exchange_cloud) – Here you can find all the information to install, configure and use the product.
* [Write-Back Service Desk](https://apps.xpand-it.com/jira/servicedesk/customer/portal/20) – If you need help you can always reach out to our support team.

## PUBLIC DEMO:

Public sandbox environment that allows you to immediately demo Write-Back – [Download Public Demo](https://demo.writeback4t.com/download/WriteBack_PublicDemo.twbx)

* **User**: user1
* **Password**: password

Please bear in mind that this is a public environment, hosted by Write-Back and shared by everyone. Any data submitted by the users on the extension will be stored in this environment, do not upload any relevant data.

**A reset is done every Sunday at 0:00 GMT**.

## KEY FEATURES:

### **Usability – Stay in the flow**

You **don’t need to know coding or SQL** to use this tool. Write-Back enables you to do the whole process through a UI, from setup to data submission and configuring your own datasets.

Additionally, is also possible to **upload data from an Excel** file directly to a data set, making the bulk insert process much easier. Simply download a template fill it in and upload your data.

Both dashboard creators and dashboard viewers can easily use Write-Back in an agile way.

### Cloud & Security **–** Simplify

Write-Back Cloud is a SaaS, enterprise-grade product meaning you don’t have to worry about installation and maintenance while still using your database.

**Authentication and authorization mechanisms** are assured, manage access simply and effortlessly.

### Databases & Easy Configuration **–** Use your database of choice

You can configure Write-Back to store datasets on your cloud database such as **SQL Server, MySQL, Postgre SQL, Redshift, Oracle, Snowflake, BigQuery,** and more.

Besides, everything from basic configuration to theme customization is possible in the **Write-Back Manager**, a web environment that guides you through the process.

### **Releases**

Write-Back is continuously being improved, we aim to release Write-Back **major versions every 4 months**, where new features are added, and minor versions in between. The bug will always be fixed as soon as possible after being identified.
We are very sensitive to our customers' feedback and whenever a suggestion or request makes sense to incorporate into the product, we try to prioritize its implementation in the next release.

Get in touch with us – [mail@writeback4t.com](mailto:mail@writeback4t.com)

Follow us @ social media : [Linkedin ](https://www.linkedin.com/company/writeback4t/)– [Twitter ](https://twitter.com/WriteBack4t)- [Youtube](https://www.youtube.com/@writeback)

How Amazon is enhancing Customer Service with Write-Back

How Vanguard is saving time with Write-Back

Optum replaced Excel with Write-Back to track all the inputs

Write-Back Cloud

SaaS product that enables data input, turning Tableau dashboards actionables

Vagaro's Tableau Accelerator for Business Performance provides a comprehensive dashboard that summarizes all your multi-location data, including sales, appointments, customers, and providers. This Accelerator, which connects directly to customers' Vagaro systems, enables you to make informed decisions about your company by understanding where customers are engaging, how overall sales and performance are trending, and where you have opportunities to improve.

### Data Strategy

This Accelerator is designed to work natively with Vagaro's Data Lake. [Get more information directly from Vagaro.](https://support.vagaro.com/hc/en-us/articles/23941794013339-Access-Vagaro-s-Data-Lake-with-Tableau)

### Answer Key Business Questions

* What are my sales from all of my locations?
* Which location has have the most sales?
* Who are my top customers?
* How many appointments did my enterprise have year to date?

### Monitor and Improve KPIs

* Total Appointments
* Total Appointment Value
* Cancellations & No-Shows
* Service Completed %
* %OnlineBooked
* Total Sales
* Credit Card Sales
* Cash Sales
* Product Sales
* Service Sales

Vagaro Business Performance

Understand performance of your business using your Vagaro bookings data

Sales

Retail

GridPulse verschafft Ihnen Transparenz über Ihren Energieverbrauch, die damit verbundenen Kosten, mögliche Einsparungen und die Auswirkungen auf die Umwelt. Erforschen Sie Muster in Ihrem Energieverbrauch. Identifizieren Sie Unterschiede zwischen Ihren Standorten. Entdecken Sie Möglichkeiten zur Kostensenkung mit nur geringen Auswirkungen auf Ihren Betrieb. Schärfen Sie das Bewusstsein für Ihre Umweltauswirkungen und erhalten Sie Empfehlungen zur Verringerung Ihres CO²-Fußabdrucks. Legen Sie los!

### Answer Key Business Questions

* Wie hoch sind die Energiekosten? Wie viel davon ist auf Spitzenlastkosten zurückzuführen?
* Wieviel Energie wird an jedem Produktionsstandort des Unternehmens verbraucht?
* Wie verändert sich der Lastgang im Laufe des Jahres?
* Gibt es Muster beim Verbrauch in der Woche und zu bestimmten Tageszeiten? Gibt es unnötige Last, die Kosten verursacht?
* Welcher Standort verbraucht mehr Energie? Wie schlägt sich das in den Kosten nieder?
* Können wir die Kosten durch Verbrauchsreduzierung oder Spitzenabschaltung senken? Um wie viel?
* Wie viel Betriebszeit wäre von einer möglichen Spitzenlastreduzierung betroffen?
* Wie hoch sind die CO²-Emissionen Ihres Unternehmens?
* Welches sind die typischen Energiequellen und Energieverbraucher pro Branche?
* Was kann ich tun, um CO² zu reduzieren?
* Welche Energiequellen gibt es in meinem nationalen Netz (Beispiel Deutschland) und wie viel CO² setzt das Unternehmen frei?

### Monitor and Improve KPIs

* Energieverbrauch
* Verbrauchskosten
* Spitzenlast Kosten
* Mögliche Einsparungen pro Standort und Kostenart
* Last in kW
* CO²-Emissionen und CO²-Kosten
* Anteil der Energieträger im Netz
* Energieträger und Energieverbrauch pro Branche



GridPulse – am Puls des Energieverbrauchs

Überwache Verbrauch, Kosten, Einsparungen & Umweltauswirkungen

Supply Chain & Manufacturing

Hospitality

German

Energy

Life Sciences

ITSM

Snowflake

Healthcare

Financial Services

Public Sector

Non-for-Profit

Is your Tableau dashboard accurate, recent, and reliable for decision-making? How can you be sure? With Wiiisdom, it’s easy to deliver trust everyone can see with dynamic dashboard certification (otherwise known as a watermark).

Here’s how you get started:

1. Build a test with Wiiisdom to validate that dashboards are accurate and comply with user experience, security, performance, and regulatory requirements.
2. Activate the dashboard certification post-process action in Wiiisdom.
3. Add the extension to your dashboard. Configure dynamic certification by adding the Wiiisdom-generated Endpoint ID and Endpoint Secret in the configuration window.

The extension will display a certification symbol and message if all tests pass. Excellent!

However, the extension will mark the dashboard as NOT CERTIFIED if any tests fail. Think of this as a safeguard—with continuous testing and dynamic certification, you’re protecting content consumers from making decisions based on bad data, mitigating costly mistakes for your organization.

### **Can I use the Tableau dashboard certification extension without Wiiisdom?**

Yes. The extension gives you the ability to trigger certification manually or dynamically.

### **What is Wiiisdom?**

Wiiisdom is the pioneer in analytics governance, building no-code, enterprise-grade solutions for analytics and business intelligence platforms such as Tableau. Wiiisdom delivers automated BI testing capabilities, integrated workflows for content lifecycle management, and continuous monitoring of analytics content and environments, making it easy to comply with governance policies at scale. For more than 17 years, Wiiisdom’s solutions have helped organizations of every type, including Fortune 100 companies, build trust in data and analytics, ensuring leaders can make data-driven decisions with confidence.

### **What is Wiiisdom for Tableau?**

With Wiiisdom for Tableau, anybody can build and run comprehensive tests to validate that dashboards and data sources are accurate and comply with user experience, security, performance, and regulatory requirements. Wiiisdom for Tableau also streamlines lifecycle management with one-click content promotion and dynamic dashboard and data source certification. Featuring integrated alerting capabilities, Wiiisdom enables you to monitor your BI content and analytics environment at scale so you can catch issues proactively and foster trust in data-driven decision-making.

### **How do I learn more about Wiiisdom?**

Contact us at [www.wiiisdom.com](https://wiiisdom.com/contact-us/?utm_source=tabexchange).

Tableau Dashboard Certification 

Deliver trust everyone can see! Dynamically certify dashboards to scale analytics governance. 

Monitoring & Stewardship

This Tableau Accelerator allows you to:

* **Assess how segment population has evolved over time**
* **Assess size of segments**
* **Assess usage of segments**
* **Find segments used for activation and segment overlap**
* **Appraise demographic make up of the customer base**

### Answer key business questions

* How has the engagement (sales, e-mail) evolved over time for different segments?
* How many individuals (count) are in segment A over the last months?
* How has the segment population evolved over time?
* Is there overlap of individuals between segment A and segment B?

### Monitor and improve KPIs

* **Number of Customers**: Number of Customers (expressed in integer)
* **Total Sales**: Total Sales (expressed in currency)
* **Number of Engagement Actions**: Number of Engagement Actions (expressed in integer)
* **Number of Email Actions**: Number of Email Actions (expressed in integer)
* **Number of Message Actions**: Number of Message Actions (expressed in integer)
* **Number of Product Browse Actions**: Number of Product Browse Actions (expressed in integer)
* **Number of Product Order Actions**: Number of Product Order Actions (expressed in integer)

## Getting Started Steps

1. Ensure you have Tableau Desktop version 2023.2 or higher installed, and it is licensed. Use the Salesforce Data Cloud connector to connect to Data Cloud. Note this is a connector released with the Data Cloud Summer’ 23 release as described [here](https://help.salesforce.com/s/articleView?id=release-notes.cdp_rn_2023_summer_tableau_connector.htm&release=244&type=5). This accelerator works only with the Salesforce Data Cloud connector.
2. Ensure the Tableau has been provisioned access to pull data from Salesforce Data Cloud (previously known as Salesforce CDP). There is great documentation on how to do this on [Customer Data Platform’s Help site](https://help.salesforce.com/s/articleView?id=sf.c360_a_tableau_connector.htm&type=5).

### Understand the Data Model Requirements

#### The Accelerator shows data from these objects

* Individual\_Unified\_SM\_\_dlm
* Individual\_Unified\_SMH\_\_dlm
* IndividualIdentityLink\_\_dlm
* ssot\_\_EmailEngagement\_\_dlm
* ssot\_\_Individual\_\_dlm
* ssot\_\_MarketSegment\_\_dlm
* ssot\_\_MarketSegment\_\_dlm (History)
* ssot\_\_MessageEngagement\_\_dlm
* ssot\_\_ProductBrowseEngagement\_\_dlm
* ssot\_\_ProductOrderEngagement\_\_dlm
* ssot\_\_SalesOrder\_\_dlm
* UnifiedContactPointAddress\_\_dlm
* UnifiedIndividual\_\_dlm

Salesforce Data Cloud - Segmentation and Customer Insights

Desktop

Marketing

TOLSupported

Built by Tableau + Salesforce

Salesforce Data Cloud

GridPulse offers you transparency on your energy consumption, costs, potential savings, and environmental impact. Explore consumption patterns, identify site differences, and find ways to reduce costs with minimal impact on operations. Raise awareness about your environmental footprint and receive recommendations to lower your CO² emissions. Get started now! For a quick historical assessment, plug and play your data with GridPulse.

### Answer Key Business Questions

* What are the Energy costs? How much of this is due to peak load energy usage?
* How much energy is consumed on each production site of my organization?
* How does the consumption load change over the year?
* Are there patterns in week and time of day consumption? Any unnecessary load that drives costs?
* Which site is using more energy? How does that translate into costs?
* Can we reduce the costs through consumption reduction or peak shaving? By how much?
* How much time will be affected by the peak shaving?
* What are the CO² emissions of your company?
* Which are the typical energy sources and energy users per industry?
* What can I do to reduce CO²?
* What are the energy sources in your national grid and how much CO² do they release into the environment?

### Monitor and Improve KPIs

* Energy Consumption
* Consumption Cost
* Peak Load Cost
* Possible savings per Site and cost type
* Load in kW
* CO² emitted and CO² costs
* Share of energy sources in the grid
* Energy sources and energy consumption per industry

### Required Data Attributes

* Timestamp (date)
* Sites (string)
* Date (date)
* Time (date)
* Load in kW (numeric)

GridPulse - Optimize the Heartbeat of Energy Consumption

Track energy consumption, costs, savings, & environmental impact for transparency

Digital & Social Media

アクセラレーター「People Overview」は、従業員の構成と、採用、人員数、人口統計学的な多様性、離職率に関する主要な傾向を知るために、責任者が最初に見る場所です。部門別、職務レベル別、国別など、様々な角度から指標を表示することができ、比較やホットスポットの特定が可能です。

本Acceleratorは[株式会社Sharing Innovations](https://sharing-innovations.com/)が翻訳を行いました。

### ビジネスに関する重要な質問への回答

* 女性の登用は世界的にどのように進んでいるか、過小評価されているマイノリティ (URM) の登用は米国内でどのように進んでいるか?
* 現在の従業員の離職率、離職の傾向、離職率が最も高い部門は?
* 前年度から組織はどのくらい成長したか?
* 従業員を最も多く採用している部門は?

### KPI のモニタリングと改善

* 社員数
* 世界的な女性の登用と、米国内での過小評価されているマイノリティ (URM) の登用
* 採用数
* 離職率

### 必須のデータ属性

* 従業員 ID (文字列)
* 人員数有効日 (日付)
* 採用日 (日付)
* 契約満了日 (日付)
* 部門 (文字列)
* 職務レベル (文字列)
* 国 (文字列)
* 性別 (文字列)
* 人種、民族 (米国) (文字列)

人材概要

エグゼクティブ リーダーのための自社組織の概要 (Tableau On Tableau)

Data Mapping enabled

Japanese

Human Resources

Employees are an organization’s great asset. The People Overview dashboard is the first stop for leaders to learn about the composition of their workforce and key trends across hiring, headcount, demographic diversity, and attrition. Metrics can be viewed by several different dimensions including Department, Job Level, and Country to enable comparisons and identify hotspots.

### Answer Key Business Questions
* How are we progressing in representation of Women, globally, and Underrepresented Minorities (URMs), within the U.S.?
* What is our current employee attrition, how is it trending, and which departments are experiencing the highest rates of attrition?
* How much has our organization grown since the prior fiscal year?
* In which departments are we hiring the most employees?

### Monitor and Improve KPIs
* Headcount
* Representation of Women globally and Underrepresented Minorities (URMs) in the U.S.
* Hires
* Attrition rates

### Required Data Attributes
Monthly snapshots of employees, inclusive of hires and terminations

* Employee ID (string)
* Headcount effective date (date)
* Hire date (date)
* Term date (date)
* Department (string)
* Job Level (string)
* Country (string)
* Gender (string)
* Race/Ethnicity (U.S.) (string)



People Overview

First stop for executive leadership to learn about the makeup of their organizations

Tableau Connector Plugin to Actian Data Platform, a fully managed hybrid data warehouse that runs on-prem and across multiple cloud platforms, including AWS, Azure and Google Cloud. Actian Data Platform is designed from the ground up to deliver high performance at scale across all dimensions – data volume, concurrent user, and query complexity – at a fraction of the cost. This connector offers enhanced SQL support and works with Actian’s OLAP and OTLP databases.

Actian JDBC

Tableau Connector Plugin to Actian Data Platform, Vector, Actian X, and Ingres.

Through the application of the MAD framework (Monitor, Analysis, & Detail), we can monitor and analyze these factors in detail, allowing us to gain valuable insights that contribute to revenue optimization strategies. By closely examining transaction volume and its value, we can identify trends and patterns that reveal opportunities for growth and efficiency improvements. Additionally, analyzing commission rates enables us to assess the profitability of merchant partnerships and determine if adjustments are necessary. Identifying the top payment modes helps us understand customer preferences, enabling us to optimize payment processing systems for enhanced convenience and customer satisfaction. By evaluating product performance, we can identify high-performing products and promote them strategically, while also identifying areas of improvement for underperforming products. Furthermore, analyzing the top merchant categories and sub-categories allows us to identify potential market segments that can be targeted for increased revenue.

### Answer Key Business Questions

* What are the top-performing merchant categories/geo segments?
* How are our transaction and merchant base segmented by geographies and payment methods over time?
* What is the average ticket size and how has it changed over time for various market segments / geos?
* What is the failure % on transactions over time across payment methods?
* What categories are customers spending on?

### Monitor and Improve KPIs

* Transaction Value - total value of transactions in a given period
* Transaction Count - total number of transactions in a given period
* Average Ticket Size - average ticket size of transactions in a given period
* Commission Due / Earned - commission calculated on transactions processed, by payment method
* Transaction Success / Failure % - transaction failure or success rate, by payment method
* Top Merchants and Merchant Categories - top-performing merchants, categories and subcategories
* Commission by Payment Mode - commission charged by payment mode

### Required Data Attributes

* Week (numeric)
* Date (date)
* Merchant Category (string)
* Merchant ID (numeric)
* Merchant Sub Category (string)
* Merchant Name (string)
* Transaction Amount (numeric)
* Transaction Count (numeric)
* Payment Mode (string)
* Card Type (string)
* Payment Status (string)
* Product (string)
* Country (string)
* State (string)
* City (String)
* District (string)
* PinCode (numeric)
* Charge (numeric)

Merchant Analytics - Payment Provider

Identify trends revealing opportunities for growth & efficiency improvements

Every financial services provider collaborates with merchants and partners for an array of applications such as payments, customer acquisition, loan collections, and recoveries. This accelerator is designed for Banks and Payment Companies and their merchant customers.
The Merchant dashboard empowers merchants with insights into their businesses. Merchants can explore and understand customer behaviours, spending, commissions due, and transaction trends. The merchant dashboards can be embedded into Merchant apps for seamless, frictionless access to data & insights.

### Answer Key Business Questions
* What is our transaction volume and value?
* Which payment method do our customers prefer? Has there been a change/pattern in preferences over time?
* What is the average ticket size of transactions? For a customer segment/geography?
* Have our sales improved over time? In which geographies? 
* What is the commission being paid out for various payment channels?

### Monitor and Improve KPIs
* Transaction Value - total value of transactions in each period.
* Transaction Count - total number of transactions in a given period.
* Average Ticket Size - average ticket size of transactions in a given period 
* Commission Due / Earned - commission calculated on transactions processed, by payment method. 
* Transaction Success / Failure % - transaction failure or success rate, by payment method
* Top Merchants and Merchant Categories - top-performing merchants, categories, and subcategories 
* Commission by Payment Mode - commission charged by payment mode

### Required Data Attributes
* Week (numeric) - transactions for the week of the year (1-52) 
* Date (date) - transaction date 
* Merchant Category (string) - merchant category 
* Merchant ID (numeric) - unique merchant identifier
* Merchant Subcategory (string) - merchant sub category 
* Merchant Name (string) - merchant name 
* Transaction Amount (numeric) - transaction amount
* Transaction Count (numeric) - transaction count 
* Payment Mode (string) - payment method (wallet, UPI, EMI, credit card, debit card..)
* Card Type (string) - card type if payment method is Credit/Debit card (Amex, Diner, Master, Visa..)
* Payment Status  (string) - payment status as on the date (Success, Failure, Refund, Initiated, Processing..)
* Product (string) - payment product (QR, PoS, Online Link..)
* Country (string) - country 
* State  (string) - state
* City (String) - city
* District (string) - district
* PinCode (numeric) - pincode 
* Charge (numeric) - % commission rate applicable

Merchant Analytics

Merchant Analytics Accelerator is designed for Banks, Payment Companies & their merchant customers

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.

**Sankey diagrams work best with a data set that shows a before and after state, or relationships/transitions between two or more categories. To learn more about what types of insights work best with a Sankey, see Tableau Blog: [Exploring Sankey and Radial Charts.](https://www.tableau.com/blog/exploring-sankey-and-radial-charts-new-chart-types-pilot-tableau-public)**

**To build a viz with this extension, assign two to five categorical dimensions to the Level encoding box and assign one or more measures to the Link encoding box.**

**This Viz Extension is created and hosted by Tableau and makes use of Tableau interactivity behaviors.**

##### **Functionality updated in April 2024:**

* **Localization support enabled**
* **Multi-selection interactivity added**
* **Keyboard navigation supported**

**Viz Extensions are currently in Beta Preview and this extension can only be loaded in pre-release preview builds. To learn more: [https://www.tableau.com/getbeta](https://www.tableau.com/getbeta).**

Sankey

Sankey Diagram is used to show the flow of data between multiple categories.

Viz Sandboxed

*Accounts Payable is the money owed by a business to its creditors (suppliers for instance), basically the sum of outstanding supplier invoices (shown as a liability on a company's balance sheet).*

This Tableau Accelerator allows you to:

* **Improve the payment of debts to creditors**
* **Assess & Optimize the balance of payable accounts**
* **Fairly estimate how much cash you will withdraw in the coming months**
* **Plan payments of outstanding invoices**
* **Define A/P strategies by creditor segment**
* **Deep-dive at Creditor level of detail**
* **Drill-back at 'Invoice #' level of detail, directly in your Financial Application and take immediate actions**

[Demo video](https://youtu.be/g7yRs4tOyTA)

### Answer key business questions

* How much does the company owe to suppliers and creditors?
* What is the aging of accounts payable?
* Who are the key suppliers and creditors?
* Which obligations require special attention?
* Which actions to prioritize to maintain positive relationships with suppliers?
* How to best plan for upcoming payment obligations, and effectively manage working capital requirements?
* How timely are we in making payments?
* How efficient is the company's payables process?

### Monitor and improve KPIs

#### *Invoice Amount*

* Total Outstanding Amount: Total amount still to be paid to our creditors, including invoices that are still on-time to be paid (expressed in currency)
* Total Overdue Amount: Total amount still to be paid to our creditors for which payment is overdue (expressed in currency)
* Overdue Amount %: Share of overdue amount on total outstanding amount (expressed in %)
* Total Invoice Amount: Total amount of all invoices
* Total Invoice Amount (cleared late): Total amount of invoices paid after due date (for cleared invoices only)
* **Invoice Amount % (cleared late)**: Share of invoice amount paid overdue on total invoice amount (expressed in %)

#### *Number of Invoices*

* Nb Outstanding Invoices (not cleared): Number of invoices that are not cleared yet
* Nb Invoices (cleared): Number of cleared invoices
* Nb Overdue Invoices (cleared): Total number of cleared invoices for which payment was overdue
* Nb Overdue Invoices % (cleared): Share of cleared invoices that were paid overdue (expressed in %)

#### *Payment Duration*

* **Actual Payment Terms**: Average Duration between Invoice Date and Clearing Date, weighted by the invoice amount
* **Agreed Payment Terms**: Average Duration between Invoice Date and Due Date, weighted by the invoice amount
* **Avg Days Deviation from Due Date**: Average number of days between the actual payment date of an invoice and the date due, weighted by the invoice amount (a negative value indicates that, on average, payments are made in advance of the due date)
* **Nearest Invoice Due In**: Indicates the number of days until the next outstanding invoice is owed (excluding overdue invoices)

#### *Creditors*

* Nb Creditors: Total number of creditors (whether or not we owe them outstanding invoices)
* Nb Creditors (with outstanding invoices): Total number of creditors with whom we have outstanding invoices
* Nb Creditors (with overdue invoices): Total number of creditors with whom we have overdue invoices

### Required attributes

* **Invoice #** (string): Invoice unique identifier
* **Invoice Date** (date): Date of the invoice
* **Creditor** (string): Provider/Creditor name
* **Due Date** (date): By when the invoice is due
* **Cleared Flag** *(string)* ← expected values: 'Y', 'N'. 'Y' means that no additional payment is expected
* **Clearing Date** (date): When the invoice was cleared
* **Invoice Amount** (numeric): Invoice amount
* **Outstanding Amount** (numeric): Amount which is still to be paid on the invoice

Accounts Payable

Manage and fulfill your short term financial obligations in a timely manner

Corporate Finance

Procurement

*Sales Pipeline is the process by which an organization converts its sales opportunities (or leads) into sales.*

The Tableau Accelerator allows you to:

* **Conduct overall sales pipeline review**
* **Assess and improve your sales performance:**
    * Pipeline generation
    * Ability to convert opportunities
* **Understand & grow each opportunity owner's profile (based on profiling & recommended trainings)**
* **Breakdown your pipeline at any level of detail**
* **Focus your efforts on areas with best conversion**
* **Assess performance improvements over time**
* **Drill-back at Opportunity level of detail, directly in your Sales Pipeline Application and take immediate actions**

[Demo video](https://youtu.be/Y3sQ77twDDg)

### Answer key business questions

* What is the size of our sales pipeline: overdue, short, medium, and long term?
* What was our ability to convert opportunities?
* Which opportunities do we have in our sales pipeline? Which opportunities do we win the most?
* How is our sales pipeline composed?
* Which account(s) drive our ability to convert opportunities?

### Monitor and improve KPIs

#### *Open opportunities*

* **Pipeline Value**: Total amount of open opportunities (expressed in currency)
* **Nb of Open Opportunities**: Number of opportunities that are currently open

#### *All opportunities*

* **Total Closed Opportunities Amount**: Total amount of opportunities that are closed (expressed in currency)
* **Nb of Opportunities**: Total number of opportunities (open or closed)
* **Avg Opportunity Size**: Average amount of opportunities, whether they are open or closed (expressed in currency)

#### *Closed opportunities*

* **Total Closed Opportunities Amount**: Total amount of opportunities that are closed (expressed in currency)
* **Total Sales**: Total amount of opportunities won (expressed in amount)
* **Nb of Closed Opportunities**: Number of opportunities that are closed
* **Nb of Won Opportunities**: Number of opportunities that were won
* **Nb of Lost Opportunities**: Number of opportunities that were lost
* **Sales Cycle**: Average time it takes to close an opportunity (only considering won opportunities)
* **Sales Cycle (won)**: Average time it takes to win an opportunity
* **Sales Cycle (lost)**: Average time it takes to close an opportunity (only considering lost opportunities)
* **Avg Deal Size (won)**: Average amount of won opportunities (expressed in currency)

#### *Performance*

* **Won/Lost Rate**: Share of the number of opportunities won in relation to the number of all closed opportunities (expressed in %)
* **Conversion Rate**: Share of the amount of opportunities won in relation to the amount of all closed opportunities (expressed in %)
* **Sales Velocity**: Determines how fast you are making money (you bring back about that much every day) (expressed in currency)

### Required attributes

* **Opportunity Id** *(string)*: Opportunity Unique Identifier
* **Account** *(string)*: Customer/Prospect name
* **Opportunity Owner** *(string)*: Owner of the opportunity
* **Opportunity Type** *(string)*: Type of Opportunity
* **Opportunity Description** *(string)*: Opportunity Description
* **Opportunity Stage** *(string)*: Opportunity Stage (according to your standards)
* **Open Flag** *(string)* ← expected values: 'Y', 'N'. 'Y' means the opportunity is Open: Calculated based on Opportunity Stage
* **Won Flag** *(string)* ← expected values: 'Y', 'N'. 'Y' means the opportunity is Closed and Won.
* **Created Date** *(date)*: Opportunity Creation Date
* **(Estimated) Closed Date** *(date)*: Actual Closed Date is the opportunity is Closed, else Estimated Close Date
* **Amount** *(numeric)*: Opportunity Amount

## Getting Started Steps

1. Ensure you have Tableau Desktop version 2023.2 or higher installed, and it is licensed. Use the Salesforce Data Cloud connector to connect to Data Cloud. Note this is a connector released with the Data Cloud Summer’ 23 release as described [here](https://help.salesforce.com/s/articleView?id=release-notes.cdp_rn_2023_summer_tableau_connector.htm&release=244&type=5). This accelerator works only with the Salesforce Data Cloud connector.
2. Ensure the Tableau has been provisioned access to pull data from Salesforce Data Cloud (previously known as Salesforce CDP). There is great documentation on how to do this on [Customer Data Platform’s Help site](https://help.salesforce.com/s/articleView?id=sf.c360_a_tableau_connector.htm&type=5).

### Understand the Data Model Requirements

#### The Accelerator shows data from these objects:

* ssot\_\_Opportunity\_\_dlm (custom field label: Owner Id and API Name OwnerId (the system will add the \_\_c))
* ssot\_\_Account\_\_dlm
* ssot\_\_Lead\_\_dlm
* tab\_Data\_Source\_\_dlm (Custom object)
    * Object Label: Data Source
    * Object Category: Other
    * Object API Name: tab\_Data\_Source\_\_dlm
    * Object Fields: Create the Data Model Object using this [CSV file](https://github.com/tableau/Accelerators/blob/b4d621cf475b2cb37cca2acc82efd78c6119179f/DataCloud-CustomDMOs/tab_Data_Source__dlm.csv)
    * How to create Custom Object from CSV file [read more](https://help.salesforce.com/s/articleView?id=sf.c360_a_create_custom_dmo_from_csv.htm&type=5)

Salesforce Data Cloud - Sales Pipeline

Sales Cloud: Conduct overall sales pipeline review

ERP & CRM

This Tableau Accelerator allows you to:

* **Assess Performance of your Real Estate Investment**
* **Deep-dive to Property level of detail**
* **Identify the underlying drivers of your performance**
* **Measure improvements of Occupancy level over time**

[Demo video](https://youtu.be/UELrmUhVuEk)

### Answer key business questions

* How do our real estate investments perform?
* Which cities generate the most revenue?
* Which cities offer the best Net Rental Yield? For which property types?
* What are the drivers of our investment performance?
* Which property types perform best on Net Rental Yield and Occupancy Rate?
* Which properties perform best on Net Rental Yield?
* What is the rental performance of one specific property & how does it compare to similar properties?
* How do we perform in filling our properties over the time?

### Monitor and improve KPIs

#### *Properties*

* Nb Properties: Total number of managed properties
* Occupancy Rate: Assess how effectively real estate is monetized by comparing actual revenue generated with the maximum theoretical revenue at full occupancy
* Property Cost: Property acquisition costs (including all fees)

#### *Expenses*

* Total Expenses: Refer to the sum of all costs and financial obligations associated with owning and maintaining a property on a monthly basis

#### *Vacancy Cost*

* Vacancy Cost: The difference between the max theoretical revenue (based on monthly rent amount at 100% occupancy rate) and the real revenue (expressed in currency)

#### *Revenues*

* Total Revenue: Overall income generated from a real estate investment during a specific period (expressed in currency)
* Net Revenue: Total income generated from a real estate investment after deducting all related expenses and costs (expressed in currency)

#### *Yield*

* Gross Rental Yield: Property's Total Revenue over the selected period relative to the Property Cost over the selected period ("Nb of months" in the period \* "Property Cost"/12)(expressed in percentage)
* Net Rental Yield: Property's Net Revenue over the selected period compared to the Property Cost over the selected period ("Nb of months in the period" \* "Property Cost"/12) (expressed in percentage)

### Required attributes

* **Month** (date): Monthly snapshot
* **Property No** (string): Unique identifier of the property
* **Property** (string): Designation of the property
* **Amenities** (string): Standard, Mid-range, High-End, Luxurious, ...
* **Property Type** (string): Apartment, Furnished Apartment, House, Studio ...
* **Bedrooms** (string): Number of bedrooms in the property
* **Bathrooms** (string): Number of bathrooms in the property
* **Living space** (numeric): Property size in sq ft
* **Country** (string, role: country): Country in which the property is located
* **City** (string, role: city): City in which the property is located
* **ZipCode** (string, role: zipcode): ZipCode in which the property is located
* **Latitude** (numeric, role: latitude): Property Latitude
* **Longitude** (numeric, role: longitude): Property Longitude
* **Monthly Rent** (numeric): Monthly Property Rent Amount
* **Monthly Revenue** (numeric): Monthly Revenue of the property
* **Monthly Expenses** (numeric): Monthly Expenses of the property
* **Property Cost** (numeric): Total cost of the property (including all fees to buy it - set same value for each month

Real Estate Investment

Assess Performance of your Real Estate Investment

Real Estate

This Tableau Accelerator allows you to revive your customer base (based on marketing actions suggested by an RFM analysis).

[Demo video](https://youtu.be/-5RLOvEp91E)

RFM stands for Recency, Frequency, and Monetary value, each corresponding to a key customer trait. These RFM metrics are important indicators of a customer’s behavior because frequency and monetary value affects a customer’s lifetime value, and
recency affects retention, a measure of engagement.

For each determined customer trait (Recency, Frequency and Monetary), **the method assigns a mark from 1 to 5 to each customer (1 is bad, 5 is good).**

* Recency: *When was the last sales transaction with this customer?*
 * Very recently? It's a 5.
 * A long time ago? It's a 1.
* Frequency: *How often do we sell to this customer?*
 * Very often? It's a 5.
 * Rarely? It's a 1.
* Monetary: *How much did we sell to this customer across its entire lifetime?*
 * High volume? It's a 5.
 * Very low volume? It's a 1.

For each customer, the method then determines an RFM Profile such "555" (obviously your best customers), "543"... "111".
The method then regroups RFM profiles into RFM Segments. Each segment consolidates customers having the same sales characteristics, to whom the method details a recommended marketing action.

### Answer key business questions

* How is our customer base segmented?
* What are the recommended marketing actions to address each customer segment?
* Which customers constitute each of our RFM segments?

### Monitor and improve KPIs

* Total Sales: Total Sales amount (expressed in currency)
* Active Customers #: Number of Customers (having a sales transaction)

### Required attributes

* **Date** (date): Sales date
* **Customer** (string): Customer name
* **Sales Amount** (numeric): Sales amount

RFM Analysis

Revive your customer base (based on marketing actions suggested by an RFM analysis).

This Tableau Accelerator allows you to:

* **Compare your sales performance against competitors**
* **Assess competition trend**
* **Identify promising territories**
* **Pinpoint product outliers**
* **Assess arising markets**
* **Deep-dive to a specific market or a specific territory**

[Demo video](https://youtu.be/nN4_DSfBxP0)

### Answer key business questions

* How do we perform against competitors?
* What is our market share? What is our market share across markets?
* What is our performance across markets?
* In which states are we most competitive?
* Who are our main competitors?
* How is our market share growing over time?

### Monitor and improve KPIs

#### *Market*

* **Total Market Size**: Total amount of sales (expressed in currency)

#### *Our company*

* **Our Sales**: Total amount of our company's sales (expressed in currency)
* **Market Share**: Share of sales made by one company (or one product) compared to the overall market size (expressed in %)

### Required attributes

* **Date** *(date)*: Sales date
* **Country** *(string, role: country)*
* **State** *(string, role: state)*
* **Market** *(string)*: Market, Product Category
* **Product** *(string)*: Name of the product sold
* **Company** *(string)*: Company to which the Brand belongs to
* **Is our Company Flag** *(string)* ← expected values: 'Y', 'N'. 'Y' if this is our company.
* **Sales Volume** *(numeric)*: Sales volume (in currency)

Sales Market Share

Compare your sales performance against competitors

*Price realization is a process by which you evaluate your sales performance between two periods for a consistent scope of products (namely, you focus exclusively on products that were sold on both periods of time). This approach is often used to measure the selling price variation from one period to another (following a price policy change, for instance).*

This Tableau Accelerator allows you to:

* **Measure your ability to achieve the prices you set for your products or services in the market**
* **Focus your efforts on top offenders**
* **Identify outliers**
* **Audit prices evolution**
* **Deep-dive at lowest level of detail**

### Why Price Realization is important

Analyzing price realization is crucial for businesses and organizations for several reasons. Price realization refers to the ability of a company to achieve the prices it sets for its products or services in the market. It is an essential metric that provides valuable insights into the effectiveness of a company's pricing strategy and its overall financial performance. Here are some reasons why analyzing price realization is important:

* **Profitability Assessment**: Price realization directly impacts a company's revenue and profitability. By analyzing how well the company is able to realize the prices it sets, management can assess whether the pricing strategy is effective in maximizing revenue and generating profits.
* **Competitive Positioning**: Understanding price realization helps companies gauge their competitive positioning in the market. If a company consistently achieves higher prices than its competitors, it indicates that customers perceive the product or service as offering superior value.
* **Pricing Strategy Evaluation**: Price realization analysis helps evaluate the success of a company's pricing strategy. It allows businesses to assess whether the pricing structure, discounts, and promotions align with customers' willingness to pay and market conditions.
* **Demand and Customer Behavior**: Studying price realization can provide insights into customer behavior and demand elasticity. A company can identify how price changes affect customer demand and adjust its pricing approach accordingly.
* **Product and Market Segmentation**: Analyzing price realization across different products and market segments can highlight which products or customer groups are more price-sensitive and which ones are more willing to pay a premium. This information helps in refining product and market strategies.
* **Sales Performance Evaluation**: Price realization analysis can also provide feedback on the performance of sales teams. If a company consistently fails to achieve its target prices, it might indicate the need for better sales tactics or negotiation skills.
* **Optimizing Pricing Tactics**: Companies can use price realization data to optimize pricing tactics, such as bundling, tiered pricing, or volume discounts, to maximize overall revenue and profitability.
* **Identifying Price Leakage**: Price realization analysis can help uncover instances of price leakage, where customers receive products or services at lower prices than intended. This could be due to unauthorized discounts, unmonitored channels, or other pricing inconsistencies that can impact a company's bottom line.
* **Investor and Stakeholder Confidence**: For publicly-traded companies, price realization metrics can influence investor and stakeholder confidence. Demonstrating a strong ability to achieve set prices can positively impact a company's valuation and reputation.

Overall, analyzing price realization provides actionable insights that can guide businesses in refining their pricing strategies, improving profitability, and maintaining a competitive edge in the market.

### Answer key business questions

* What is the price realization for our products?
* In which region the price realization is the largest / lowest?
* How price realization is impacting revenue?

### Monitor and improve KPIs

*(The Price Realization calculation is currently done at "Product & Customer" level of detail. This level of detail can be changed in the pick-list at the top of each page.)Two periods are defined in the user-interface: Period 1 and Period 2. For each period, we only focus on combinations of "Product & Customer" which were **sold in both periods**. This scope defined by these combinations, defines the concept of "Matched Revenues: Period 1" or "Matched Revenues: Period 1", respectively the amount of revenues generated by these combinations over Period 1 and Period 2.The same principle applies for "Matched Quantity" and "Matched Average Selling Price".*

#### *Sales*

* **Total Revenues**: Total Sales amount (expressed in currency)
* **Total Quantity**: Number of units sold (expressed in units or equivalent units)
* **Average Selling Price**: Average price at which a particular Product is sold (expressed in currency)

#### *Price Realization*

* **Price Realization**: Impact of price variation (between Period 1 Average Selling Price and Period 2 Average Selling Price) on Period 2 revenues, for all "Product & Customer" (level of detail to be chosen in the pick-list at the top of the page) that were sold both during Period 1 and Period 2 (expressed in currency)
* **Price Realization %**: Impact in % of price variation (between Period 1 Average Selling Price and Period 2 Average Selling Price) on Period 2 revenues, for all "Product & Customer" (level of detail to be chosen in the pick-list at the top of the page) that were sold both during Period 1 and Period 2 (expressed in currency)

#### *Matched Revenues*

* **Matched Revenues (Period 2)**: Revenues generated in Period 2, for all "Product & Customer" (level of detail to be chosen in the pick-list at the top of the page) that were sold both during Period 1 and Period 2 (expressed in currency)
* **Matched Revenues (Period 2 vs Period 1)**: Difference in % of Revenues generated between Period 2 and Period 1, for all "Product & Customer" (level of detail to be chosen in the pick-list at the top of the page) that were sold both during Period 1 and Period 2 (expressed in currency)

#### *Matched Quantity*

* **Matched Quantity (Period 2)**: Total quantity sold in Period 2, for all "Product & Customer" (level of detail to be chosen in the pick-list at the top of the page) that were sold both during Period 1 and Period 2 (expressed in units)
* **Matched Quantity (Period 2 vs Period 1)**: Difference in % of Quantity sold between Period 2 and Period 1, for all "Product & Customer" (level of detail to be chosen in the pick-list at the top of the page) that were sold both during Period 1 and Period 2 (expressed in units)

#### *Matched Avg Price*

* **Matched Avg Price (Period 2)**: Average Selling Price over Period 2, for all "Product & Customer" (level of detail to be chosen in the pick-list at the top of the page) that were sold both during Period 1 and Period 2 (expressed in currency)
* **Matched Avg Price (Period 2 vs Period 1)**: Difference in % of Average Selling Price between Period 2 and Period 1, for all "Product & Customer" (level of detail to be chosen in the pick-list at the top of the page) that were sold both during Period 1 and Period 2 (expressed in currency)

### Required attributes

* **Date** *(date)*: Sales date
* **Customer** *(string)*: Customer name
* **Product** *(string)*: The item which is actually sold: product, service…
* **Sales Group** *(string)*: The way you regroup sales: business line, product category…
* **Sales Agent** *(string)*: Sales agent name
* **Country** *(string)*: Country where the sales occurred
* **City** *(string)*: City where the sales occurred
* **Sales Amount** *(numeric)*: Sales amount
* **Sales Quantity** *(numeric)*: Number of units sold

Price Realization

Measure your ability to achieve the prices you set for your products or services in the market

This Tableau Accelerator allows you to:

* **Assess & Improve your sales performance**
* **Predict evolution of sales**
* **Revive your customer base (based on suggested marketing actions)**
* **Deep-dive at the lowest level of detail: Customer, Business Line, Product**

[Demo video](https://youtu.be/0i4sWHsCAVk)

Answer key business questions

* What are our sales results?
* Are we on track compared to last year? Are we on track to meet our target?
* Which products drive the most sales?
* Who are our top customers?
* How many active customers do we have?

Monitor and improve KPIs

* Total Sales: Total Sales amount (expressed in currency)
* **Total Sales (Target)** (optional)
* Nb Active Customers: Number of distinct Customers having a sales transaction over the period
* Nb New Customers: Number of distinct new Customers acquired (first sales transaction over the period)
* Sales per Customer: Average sales amount by Customer (expressed in currency)

Required attributes

* **Date** (date): Sales date
* **Customer** (string): Customer name
* **Product** (string): The item sold: product, service...
* **Business Line** (string): The way you regroup items: product line, business line, product category…
* **Sales Amount** (numeric): Sales amount
* **Sales Amount Target** *(numeric)* -optional-: Sales target amount

This Tableau Accelerator allows you to:

* **Assess & Improve your efficiency in handling emergency calls**
* **Better serve citizens across areas**
* **Better allocate your resources to areas that need it most**
* **Adapt your staffing to activity peaks**

[Demo video](https://youtu.be/N15AxXQJNRk)

### Answer key business questions

* What volume of calls for service do we have to manage?
* What are the most common types of incidents?
* Where do we operate the most?
* How effective are our stations in handling a call for service?

### Monitor and improve KPIs

#### *Incidents*

* Nb Incidents: Total number of incidents over the period
* Distance: Average distance between the station selected to operate and an incident

#### *Durations*

* Time to Dispatch: Average time needed to dispatch a call to a station (time from First call to Dispatch, expressed in min)
* Time to En Route: Average time needed for a station to start a vehicle to the scene of an incident (time from Dispatch to En route, expressed in min)
* Time to Arrival: Average time needed for a vehicle to arrive to the scene of incident since the first call (time from First call to Arrival, expressed in min)
* Time from En Route to Arrival: Average time needed for a vehicle to arrive to the scene of incident since the call is finished (time from En Route to Arrival, expressed in min)
* Time from Call to Arrival: Average time needed for a vehicle to arrive to the scene of incident since the first call (time from First call to Arrival, expressed in min)

#### *SLA Targets*

* Time to Dispatch Target: According to SLA, max time to dispatch a call to a station (time from First call to Dispatch)
* Time to En Route Target: According to SLA, max time for a station to start a vehicle to the scene of an incident (time from Dispatch to En route, expressed in min)

#### *Adherence to Dispatch SLA*

* Nb Incidents in Dispatch SLA: Total number of incidents that were dispatch within Service Level Agreement: [Actual Dispatch Time] <= [Target Dispatch Time]
* Incidents in Dispatch SLA %: Share of incidents that were dispatch within Service Level Agreement: [Actual Dispatch Time] <= [Target Dispatch Time] (expressed in %)
* Nb Incidents not in Dispatch SLA: Total number of incidents that were dispatch outside Service Level Agreement: [Actual Dispatch Time] > [Target Dispatch Time]

#### *Adherence to En Route SLA*

* Nb Incidents in En Route SLA: Total number of incidents where "en route" took place within Service Level Agreement: [Actual En Route Time] <= [Target En Route Time]
* Incidents in En Route SLA %: Share of incidents where "en route" took place within Service Level Agreement: [Actual En Route Time] <= [Target En Route Time] (expressed in %)
* Nb Incidents not in En Route SLA: Total number of incidents where "en route" took place outside Service Level Agreement: [Actual En Route Time] > [Target En Route Time]

### Required attributes

* **Incident #** (string): Incident unique identifier
* **Call Date Time** (datetime): Date and time the incident was reported
* **Incident Type** (string): Nature of the incident ("Fire Alarm","Explosion","Vehicle Fire"...)
* **Incident Description** (string): Longer description of the incident ("Accidental activation fire alarm..."...)
* **Station** (string): Station to which the emergency call was first dispatched
* **Country** (string, role: country): Country where the incident occurred
* **State** (string, role: province): Province/State where the incident occurred
* **Incident City** (string, role: city): City where the incident occurred
* **Incident ZipCode** (string, role: zip code): Zip code where the incident occurred
* **Incident Latitude** (numeric, role: latitude): Latitude of the incident
* **Incident Longitude** (numeric, role: longitude): Longitude of the incident
* **Station City** (string, role: city): City in which the station in charge of the incident is located
* **Station Zip Code** (string, role: zip code): Zip code in which the station in charge of the incident is located
* **Station Latitude** (numeric, role: latitude): Latitude of the station in charge of the incident
* **Station Longitude** (numeric, role: longitude): Longitude of the station in charge of the incident
* **Time to Dispatch (in sec)** (numeric): Time needed to dispatch the call to a station (expressed in seconds)
* **Time to Dispatch Target (in sec)** (numeric): Maximum time allowed to dispatch a call to a station (expressed in seconds)
* **Time to En Route (in sec)** (numeric): Time needed for the station to start a vehicle towards the scene of the incident (from dispatch to en route - expressed in seconds)
* **Time to En Route Target (in sec)** (numeric): Maximum time allowed for the station to start a vehicle towards the scene of the incident (expressed in seconds)
* **Time to Arrival (in sec)** (numeric): Time required for the vehicle to arrive at the scene of the incident (from en route to arrival - expressed in seconds)
* **Distance** (numeric): Distance from the station to the scene of the incident (expressed in miles or kilometers)

Emergency Calls 

Assess & Improve your efficiency in handling emergency calls

Mobile

*Sales Pipeline is the process by which an organization converts its sales opportunities (or leads) into sales.*

This Tableau Accelerator allows you to:

* **Conduct overall sales pipeline review**
* **Assess and improve your sales performance:**
 * Pipeline generation
 * Ability to convert opportunities
* **Understand & grow each opportunity owner's profile (based on profiling & recommended trainings)**
* **Breakdown your pipeline at any level of detail**
* **Focus your efforts on areas with best conversion**
* **Assess performance improvements over time**
* **Drill-back at Opportunity level of detail, directly in your Sales Pipeline Application and take immediate actions**

[Demo video](https://www.youtube.com/watch?v=o_wYapuh2HM)

*Compared to a standard Pipeline, a Weighted Pipeline introduces the concept of "Probability of Closing" (expressed in %) for each opportunity, which allows a more accurate and realistic analysis of the pipeline.*

#### Answer key business questions

* What is the size of our sales pipeline: overdue, short, medium, and long term?
* What was our ability to convert opportunities?
* Which opportunities do we have in our sales pipeline? Which opportunities do we win the most?
* How is our sales pipeline composed?
* Which account(s) drive our ability to convert opportunities?

### Monitor and improve KPIs

#### *Open opportunities*

* Pipeline Value: Total amount of open opportunities (expressed in currency)
* Weighted Pipeline Value: Total amount of open opportunities, weighted by probability of closing (expressed in currency)
* Nb of Open Opportunities: Number of opportunities that are currently open

#### All opportunities

* Nb of Opportunities: Total number of opportunities (open or closed)
* Avg Opportunity Size: Average amount of opportunities, whether they are open or closed (expressed in currency)

#### *Closed opportunities*

* Total Closed Opportunities Amount: Total amount of opportunities that are closed (expressed in currency)
* Total Sales: Total amount of opportunities won (expressed in amount)
* Nb of Closed Opportunities: Number of opportunities that are closed
* Nb of Won Opportunities: Number of opportunities that were won
* Nb of Lost Opportunities: Number of opportunities that were lost
* Sales Cycle: Average time it takes to close an opportunity (only considering won opportunities)
* Sales Cycle (won): Average time it takes to win an opportunity
* Sales Cycle (lost): Average time it takes to close an opportunity (only considering lost opportunities)
* Avg Deal Size (won): Average amount of won opportunities (expressed in currency)

#### *Performance*

* Won/Lost Rate: Share of the number of opportunities won in relation to the number of all closed opportunities (expressed in %)
* Conversion Rate: Share of the amount of opportunities won in relation to the amount of all closed opportunities (expressed in %)
* Sales Velocity: Determines how fast you are making money (you bring back about that much every day) (expressed in currency)

### Required attributes

* **Opportunity Id** (string): Opportunity Unique Identifier
* **Account** (string): Customer/Prospect name
* **Opportunity Owner** (string): Owner of the opportunity
* **Opportunity Type** (string): Type of Opportunity
* **Opportunity Description** (string): Opportunity Description
* **Opportunity Stage** (string): Opportunity Stage (according to your standards)
* **Open Flag** *(string)* ← expected values: 'Y', 'N'. 'Y' means the opportunity is Open.
* **Won Flag** *(string)* ← expected values: 'Y', 'N'. 'Y' means the opportunity is Closed and Won.
* **Created Date** (date): Opportunity Creation Date
* **(Estimated) Closed Date** (date): Actual Closed Date is the opportunity is Closed, else Estimated Close Date
* **Amount** (numeric): Opportunity Amount
* **Probability %** (numeric): Probability to win the opportunity (0.5 stands for 50%)

Weighted Sales Pipeline

Conduct overall sales pipeline review (opportunities having a probability of close)

*NPS stands for 'Net Promoter Score' which is a metric used in customer experience programs.Each customer is asked to answer the following question: “On a rating from 1 to 10, how likely would you recommend our services to a friend?”.Usually marks from 1 to 6 are categorized as “Detractors”, marks from 7 to 8 are categorized as “Passives” and marks from 9 to 10 are categorized as “Promoters”*

This Tableau Accelerator allows you to:

* **Understand how customers rate their experiences with your company**
* **How the quality of your customers' experience evolved over time**

[Demo video](https://youtu.be/pmWFSf4mJrA)

### Answer key business questions

* What is my Net Promoter Score?
* Do we evolve in the right direction?
* What are the predominant feelings of my result base?
* Is the overview of their response match what I expected?
* How evolves the number of participations?

### Monitor and improve KPIs

#### *Participation*

* **Total Answers**: Total number of answers to the survey
* **Avg Score**: Average score given by survey participants

#### *NPS Categories*

* **Net Promoter Score**: Net Promoter Score (NPS) is a customer loyalty metric that measures the likelihood that a customer will recommend a company's products or services to others, with a scale of 0 to 10, with 0 being "not at all likely" and 10 being "extremely likely". NPS is used by companies to gauge the level of customer loyalty and to identify areas where improvements can be made. Customers who respond with a 9 or 10 are considered "promoters", those who respond with a 7 or 8 are considered "passives", and those who respond with a 0 to 6 are considered "detractors".
* **Total Promoters**: Total number of Promoters (i.e. Score >=9)
* **Promoters %**: Share of promoters among survey participants (expressed in %)
* **Total Passives**: Total number of Passives (i.e. Score between 7 and 8)
* **Passives %**: Share of passives among survey participants (expressed in %)
* **Total Detractors**: Total number of Detractors (i.e. Score <7)
* **Detractors %**: Share of detractors among survey participants (expressed in %)

### Required attributes

* **Survey Date** *(date)*: Date of survey
* **Answer Score** *(numeric)*: Integer Value for each answer, expected values between 0 ("not at all likely") and 10 ("extremely likely")

NPS - Net Promoter Score

Understand how customers rate their experiences with your company

Customer Service

Supply Intelligence is a plug&play, expert-built, analytical application for Supply Chain, that will help you to improve the efficiency of your Supply Chain ([demo video](https://www.youtube.com/watch?v=GwPSU8Qg61E)).

The efficiency of your Supply Chain is assessed from two different perspectives:

* Sales Perspective: *How are we impacted by product shortages?*
* **Resilience Perspective**
 * The Resilience of your Supply Chain is analyzed along 5 pillars:
 * **Supply vs Demand Reliability** - *How we are able to meet customers' demand?*
 * **Inflation Impact** - *How are we impacted by inflation?*
 * **Logistics Reliability** - *Are we able to deliver our customers on-time / in-full?*
 * **Quality Reliability** - *Do we face a lot of returns because of defective products?*
 * **Inventory Availability** - *Do we have enough stock to meet upcoming demand?*
 * A similar assessment is done towards your procurement process and the ability of your suppliers to provide the level of service you expect from them
 * Supply Intelligence consolidates those strategic pillars into **Resilience Scores** (from *very high* to *very low* resiliency)
 * A Resilience Score for each product you sell
 * A Resilience Score for each material/equipment you purchase
 * A Resilience Score for each supplier

Not only will this Accelerator save you a year's worth of work, but most importantly, it will provide you with immediate business outcomes:

* Measure the impact of crisis: inflation, shortages, stock-outs
* Anticipate disruptions and define priorities
* Improve sourcing strategy: eradicate single supplier dependencies for instance
* Optimize inventory management: replenishment process, buffer stocks, inventory controls
* Identify bottlenecks and identify alternative sourcing plans

### Answer key business questions

* How resilient are my Products / Materials / Suppliers?
* How are we exposed to material price increases?
* Are we delivered on time?
* Do we receive a lot of defective materials?
* Is our demand for materials fulfilled?
* Do we have enough stock to meet upcoming demand?
* Are we able to meet customer demand?
* Are we able to deliver to our customers on-time / in-full?
* Do we face a lot of returns because of defective products?

### Monitor and improve KPIs

* Supply vs Demand: Supply, Demand, Shortages
* Price: Price Index, Average Buying/Selling Price
* Logistics: Delivery Time , Replenishment Time, OTIF %
* Quality: Defects (Qty, $, %)
* Inventory: On-hand Quantity, Out-of-Stock, Below Safety Stock, Over Stock, Missing Stock...
* Resilience: for each Product, each Material, and each Supplier
* ... **a total of 80+ KPIs**

### Required attributes

10 tables are required, linked by a pivot table:

* **Materials** [4 attributes]
* **Material Purchases** [21 attributes]
* **Suppliers** [5 attributes]
* **Materials Inventory** [10 attributes]
* **Bill of Materials** [2 attributes]
* **Products** [4 attributes]
* **Products Inventory** [10 attributes]
* **Products Sales** [19 attributes]
* **Warehouses** [4 attributes]
* **Customers** [4 attributes]

Supply Intelligence

Gain a comprehensive and holistic view of your supply chain

This Accelerator allows you to assess and improve your ability to deliver your customers on-time, in-full.

This Accelerator will split your shipments in three categories:

* Ready for Pickup: *All the shipments that are still to be shipped*
 * **Estimate expected shipment duration based on past shipments**
 * **Define pickup priorities**
 * **Identify bottlenecks**
 * **Benefit from an ideal pickup workload plan for the upcoming days to meet delivery promise**
 * **Drill at shipment level of detail and with a single click, open any shipment in your source application to take immediate actions**
* In Transit: *All the shipments that were shipped but not delivered yet*
 * **Estimate what volume of shipments will be delivered late or on-time**
 * **Benefit from an analysis of the underlying reasons for your late shipments: 'late pickup' or 'longer shipment than usual'**
* Completed: *All the shipments that were delivered*
 * **Assess your ability to deliver to your customers on-time**
 * **Breakdown this performance by carrier, route, center or transportation mode to find outliers and patterns**
 * **Pinpoint problematic routes**
 * **Identify the root causes of your late shipments and where to focus your efforts**

[Demo video](https://youtu.be/fLbOJTQcYYY)

### Answer key business questions

* What shipments should be prepared for pickup?
* Which countries must be delivered?
* What shipments are In Transit?
* Were completed deliveries made on time?
* What are the identified delays?

### Monitor and improve KPIs

#### *Shipments*

* Shipments ready for Pickup: Number of shipments that have not been shipped yet
* Shipments In Transit: Number of shipments that have been shipped but not yet delivered
* Shipments Completed: Number of shipments that were actually delivered to the recipient
* Recipients #: Number of recipients for which deliveries are planned over the period

#### *Quality of Service*

* Late Deliveries: Number of late shipments i.e. delivered after expected delivery date (for completed shipments)
* Late Deliveries %: Share of shipments that were delivered after the expected delivery date (expressed in %)
* On-Time Deliveries: Number of shipments that were delivered before or at the expected delivery date (for completed shipments)
* OTD - On-Time Deliveries %: Share of shipments that were delivered on-time (expressed in %)

#### *Durations*

* Actual Delivery Duration: Average number of days it took to deliver shipments (from Shipment Date)
* Expected Delivery Duration: Average duration that the shipment should last to arrive at expected delivery date (for completed shipments)
* Actual vs Expected (days): Average number of days between the expected and the actual delivery date (for completed shipments)

### Required attributes

* **Shipment id** (string): Shipment Unique Identifier
* **Carrier** (string): Company that transports goods
* **Main Transportation Mode** (string): The means by which goods are transported from the shipper to the recipient
* **Shipment Date** (date): Date of the Shipment (Null if not yet shipped)
* **Expected Delivery Date** (date): Date when the delivery is expected
* **Actual Delivery Date** (date): Actual date when the delivery was done (Null if not yet delivered)
* **Shipper** (string): Organization that fulfills the request for goods
* **Shipper Country** (string): Country of the Shipping Organization
* **Shipper City** (string): City of the Shipping Organization
* **Shipper Latitude** (numeric): Latitude of the Shipping Organization
* **Shipper Longitude** (numeric): Longitude of the Shipping Organization
* **Recipient** (string): Customer receiving the goods being shipped
* **Recipient Country** (string): Country of the Recipient Organization
* **Recipient City** (string): City of the Recipient Organization
* **Recipient Latitude** (numeric): Latitude of the Recipient Organization
* **Recipient Longitude** (numeric): Longitude of the Recipient Organization

Shipment

Assess and improve your ability to deliver your customers on-time, in-full

*Sales Pipeline is the process by which an organization converts its sales opportunities (or leads) into sales.*

This Tableau Accelerator allows you to:

* **Conduct overall sales pipeline review**
* **Assess and improve your sales performance:**
 * Pipeline generation
 * Ability to convert opportunities
* **Understand & grow each opportunity owner's profile (based on profiling & recommended trainings)**
* **Breakdown your pipeline at any level of detail**
* **Focus your efforts on areas with best conversion**
* **Assess performance improvements over time**
* **Drill-back at Opportunity level of detail, directly in your Sales Pipeline Application and take immediate actions**

[Demo Video](https://www.youtube.com/watch?v=z2rii-pXzVU)

### Answer key business questions

* What is the size of our sales pipeline: overdue, short, medium, and long term?
* What was our ability to convert opportunities?
* Which opportunities do we have in our sales pipeline? Which opportunities do we win the most?
* How is our sales pipeline composed?
* Which account(s) drive our ability to convert opportunities?

### Monitor and improve KPIs

#### *Open opportunities*

* Pipeline Value: Total amount of open opportunities (expressed in currency)
* Nb of Open Opportunities: Number of opportunities that are currently open

#### *All opportunities*

* Total Closed Opportunities Amount: Total amount of opportunities that are closed (expressed in currency)
* Nb of Opportunities: Total number of opportunities (open or closed)
* Avg Opportunity Size: Average amount of opportunities, whether they are open or closed (expressed in currency)

#### *Closed opportunities*

* Total Closed Opportunities Amount: Total amount of opportunities that are closed (expressed in currency)
* Total Sales: Total amount of opportunities won (expressed in amount)
* Nb of Closed Opportunities: Number of opportunities that are closed
* Nb of Won Opportunities: Number of opportunities that were won
* Nb of Lost Opportunities: Number of opportunities that were lost
* Sales Cycle: Average time it takes to close an opportunity (only considering won opportunities)
* Sales Cycle (won): Average time it takes to win an opportunity
* Sales Cycle (lost): Average time it takes to close an opportunity (only considering lost opportunities)
* Avg Deal Size (won): Average amount of won opportunities (expressed in currency)

#### *Performance*

* Won/Lost Rate: Share of the number of opportunities won in relation to the number of all closed opportunities (expressed in %)
* Conversion Rate: Share of the amount of opportunities won in relation to the amount of all closed opportunities (expressed in %)
* Sales Velocity: Determines how fast you are making money (you bring back about that much every day) (expressed in currency)

### Required attributes

* **Opportunity Id** (string): Opportunity Unique Identifier
* **Account** (string): Customer/Prospect name
* **Opportunity Owner** (string): Owner of the opportunity
* **Opportunity Type** (string): Type of Opportunity
* **Opportunity Description** (string): Opportunity Description
* **Opportunity Stage** (string): Opportunity Stage (according to your standards)
* **Open Flag** *(string)* ← expected values: 'Y', 'N'. 'Y' means the opportunity is Open.
* **Won Flag** *(string)* ← expected values: 'Y', 'N'. 'Y' means the opportunity is Closed and Won.
* **Created Date** (date): Opportunity Creation Date
* **(Estimated) Closed Date** (date): Actual Closed Date is the opportunity is Closed, else Estimated Close Date
* **Amount** (numeric): Opportunity Amount

Sales Pipeline

This Tableau Accelerator allows you to:

* **Acknowledge results of your fundraising efforts**
* Revive your donor base (based on suggested marketing actions)
* **Appraise the performance of your fundraising appeals**
* **Deep-dive at the lowest level of detail: Donor Type, Donor, Appeal**

[Demo video](https://youtu.be/aVsU9iDy_xE)

### Answer key business questions

* How much donations do we receive?
* How many active donors do we have?
* How performant are our appeals?
* From which countries do we receive the most donations?
* Who are our donors?
* What is the performance of each appeal?
* What are the recommended marketing actions to address each donor segment?

### Monitor and improve KPIs

#### *Donations*

* Total Donations: Total donation amount (expressed in currency)
* Number of Gifts: Total number of donations received
* Average Gift Amount: Average donation amount per gift (expressed in currency)

#### *Donors*

* Number of Donors: Total distinct number of donors
* Number of New Donors: Total number of new donors (first donation over the period)
* Number of Gift per Donor: Average number of gifts made per donor
* Donations per Donor: Average donation amount per donor (expressed in currency)

#### *Appeals*

* Number of Appeals: Total number of fundraising appeals that were active over the period. A fundraising appeal is a request to donors for financial support
* Donations per Appeal: Average donation amount received per fundraising appeal (expressed in currency)

### Required attributes

* **Donation Date** (date): Date of the donation
* **Donor** (string): Name of the donor
* **Donor Type** (string): Type of the donor ("Individual", "Foundation", "State",...)
* **Donor Country** (string; role: country): Country of the donor
* **Donation Type** (string): Nature of the donation ("Cash", "Service", "In Kind"...)
* **Donation Source** (string): Source of the donation ("Marketing Campaign", "Online",...)
* **Appeal** (string): Identifier of the call for donations
* **Donation Amount** (numeric): Amount of the donation made

Donations

Acknowledge results of your fundraising efforts

This Tableau Accelerator allows you to:

* **Assess your sales results vs quota**
* **Appraise your sales performance from different perspectives: Month-to-Date, Year-to-Date, Actual vs Quota vs LY, Tabular View**

[Demo video](https://youtu.be/xK-caysA11c)


### Answer key business questions

* Have we achieved our sales quota? This month? Since the beginning of the year?
* How do we perform compared to the previous month? Compared to last year?
* Where do we need to focus our sales efforts?

### Monitor and improve KPIs

* Total Sales: Total Sales amount actual (expressed in currency)
* Total Quota: Total Sales amount target (expressed in currency)
* Sales vs Quota: Remaining sales to reach the quota (expressed in currency)
* Sales vs Quota %: Quota attainment rate (expressed in %)
* Quota Attainment %: Share of Sales Quota a person or an organization was able to reach/attain (expressed in %)

### Required attributes

* **Date** (date): Period
* **Sales Amount** (numeric): Sales Amount
* **Quota Amount** (numeric): Quota Amount
 *(add the level of detail of your choice to your dataset)*

Sales vs Quota

This Tableau Accelerator allows you to:

* **Assess & Monitor employee expenses**
* **Identify most impactful cost types and update expense policies accordingly**
* **Pinpoint employees who expense the most**
* **Deep-dive to employee level of detail**

[Demo video](https://youtu.be/JHG0eCL6JyA)

### Answer key business questions

* Did we spend more than the previous period?
* What is the volume of expenses by employee?
* Which employees generate the most expenses?
* Which employee types generate the most expenses?
* Which department generates the most expenses?

### Monitor and improve KPIs

* Total Expenses: Total amount of employee expenses (expressed in currency)
* Number of Employees: Total number of employees with expenses
* Expenses per Employee: Average expense amount per employee (expressed in currency)

### Required attributes

* **Date** (date): Expense date
* **Employee** (string): Employee name
* **Department** (string): Employee department
* **Expense Type** (string): Type of expense
* **Expense Subtype** (string): Subtype of expense
* **Expense Amount** (numeric): Expense amount

Offering Type

Features

Categories

Search Results

Beeswarm

Tree Diagram

Streamgraph

Network

Radial Sankey