The Tableau Accelerator provides in-depth analysis of your Spend under Management to:

* **Automatically determine savings** *(by measuring the difference between the current purchase price and the average purchase price computed over the last 12 months. This difference is then multiplied by the current quantity purchased)*
* **Minimize risks**
    * Highlight items with high purchasing volume and high price volatility
    * Pinpoint single supplier dependencies
* **Identify new savings opportunities**
    * For certain items, consolidate purchasing contracts with fewer suppliers
        * *Negotiate better purchasing conditions*
        * *Reduce administrative workload*
    * Highlights items for which the Unit Purchasing Price increased while the Purchasing Volume also increased
* **Identify best suppliers**
    * For each item, identify the best suppliers to work with

### Answer key business questions

* What is our purchasing volume?
* How do we make savings?
* What are our top purchasing categories?
* What are our top purchased products? Did we purchase them at the right price?
* For which products do we have a single supplier dependency?
* For which products do we have too many suppliers and potentially savings opportunities?
* How many suppliers do we work with?

### Monitor and improve KPIs

* Purchasing Volume
* Suppliers
* New Suppliers
* Total Purchase Quantity
* Items Purchased
* Buyers
* Average Buying Price
* Volume per Supplier
* Volume per Buyer

### Required attributes

* PO Number (string)
* PO Date (date)
* Supplier (string)
* Purchasing Category (string)
* Buyer (string)
* Item (string)
* UOM (string)
* PO Amount (numeric)
* PO Purchase (numeric)

Purchasing

Gain full spend visibility by analyzing expenses across silos.

Procurement

Expert

Supply Chain & Manufacturing

Desktop

English

Built by Tableau + Salesforce

The Tableau Accelerator for AuM Lending Stock, and Income gives you a jumpstart to getting data-driven insights for CAL (client assets and liabilities) profitability. Portfolio managers can use this Accelerator to get an overarching view of AuM, lending stock, and income, and monitor the trends and understand the variation over periods of AuM, lending stock, and return on CAL.

This Accelerator is similar to ‘[AuM, Lending Stock](https://exchange.tableau.com/products/554)’ Accelerator. However, it introduces the concept of **Income**, which is the money that the bank (or financial institution) collects through fees from its clients. The **Return on CAL** measures the bank’s profitability compared to its AuM and lending stock volumes (CAL = AuM + Lending Stock).


### Answer key business questions

- What is our volume of AuM? Evolution of NNM?
- What is our volume of lending stock? Evolution of NNL?
- How profitable are we?
- How much revenue did we generate?
- Who are the clients contributing the most to income?


### Monitor and improve KPIs

- Total AuM
- Total Inflows
- Total Outflows
- NNM (Net New Money)
- Total Market Effect
- Total Lending Stock
- Total Inflows (Lending)
- Total Outflows (Lending)
- Total Income
- Nb of Clients
- Lost Clients
- New Clients
- Nb of RMs
- NNL (Net New Lending)
- Total CAL
- Return on CAL %
- AuM per Client
- Income per Account
- AuM per RM
- Income per RM
- NNM per Client
- NNM per RM
- Accounts per Client


### Required attributes

- Month (date)
- Business Line (string)
- Relationship Manager (string)
- Client (string)
- Mandate (string)
- Inflows (numeric)
- Outflows (numeric)
- Market Effect (numeric)
- AuM (numeric)
- Inflows (Lending) (numeric)
- Outflows (Lending) (numeric)
- Lending Stock (numeric)
- Income (numeric)


AuM, Lending Stock & Income

This Accelerator provides insightful information on CAL (Client Assets & Liabilities) profitability.

Advanced

Financial Services

The Tableau Accelerator for AuM, Lending Stock gives you a jumpstart to getting data-driven insights into your CAL (client assets and liabilities) balance, including top contributors to NNM and NNL. Portfolio managers can use this Accelerator to better understand your volume of AuM, lending stock, NNM, and NNL.

**AuM** (assets) and **NNM** are defined in Accelerator “[AuM (Assets under Management)](https://exchange.tableau.com/products/549)”.
**Lending stock** (liabilities) represents the volume of loans granted by the bank to its customers. 
**NNL** (net new lending) refers to the net evolution of lending stock from one period to another.


### Answer key business questions

- What is our volume of AuM?
- What is our volume of lending stock?
- What is the volume of NNM? Who are our top contributors?
- What is the volume of NNL? Who are our top contributors?
- What is the composition of our client base?
- How many clients did we acquire, and what was the impact on our NNM?
- How many clients did we lose, and what was the impact on our NNM?


### Monitor and improve KPIs

- Total AuM
- Total Inflows
- Total Outflows
- NNM (Net New Money)
- Total Market Effect
- Total Lending Stock
- Total Inflows (Lending)
- Total Outflows (Lending)
- Nb of Clients
- Lost Clients
- New Clients
- Nb of RMs
- NNL (Net New Lending)
- Total CAL
- AuM per Client
- AuM per RM
- NNM per Client
- NNM per RM
- Accounts per Client


### Required attributes

- Month (date)
- Business Line (string)
- Relationship Manager (string)
- Client (string)
- Mandate (string)
- Inflows (numeric)
- Outflows (numeric)
- Market Effect (numeric)
- AuM (numeric)
- Inflows (Lending) (numeric)
- Outflows (Lending) (numeric)
- Lending Stock (numeric)


AuM, Lending Stock

This Accelerator provides insightful information on CAL (Client Assets & Liabilities) balance.

The Tableau Accelerator for AuM and Income gives you a jumpstart to getting data-driven insights into your Assets under Management (AuM).
This Accelerator is similar to the ‘[AuM](https://exchange.tableau.com/products/550)’ Accelerator. However, it introduces the concept of **Income**, which is the money that the bank (or financial institution) collects through fees from its clients. The **RoA (Return on Assets)** measures the bank’s profitability compared to its AuM volume.

Portfolio managers can use this Accelerator to get insightful information on AuM volume and profitability, such as:
- The evolution of AuM and the impact of NMM and market effect
- Results by Business Line
- The top (in and out) flows impacting NNM
- How to segment clients based on AuM volume


### Answer key business questions

- What is the volume of AuM managed?
- How is the AuM distributed by client type?
- What type of client is contributing most to the growth of AuM?
- How have the AuM, NNM, and income evolved in recent months?
- Who are our top clients?
- Which clients contributed significantly to the (in and out) flows?
- How much revenue did we generate, and how did we perform compared to the same period last year?


### Monitor and improve KPIs

- Total AuM
- Total Inflows
- Total Outflows
- NNM (Net New Money)
- Total Market Effect
- Total Income
- Nb of Clients
- Lost Clients
- New Clients
- Nb of RMs
- RoA %
- AuM per Client
- Income per Account
- AuM per RM
- Income per RM
- NNM per Client
- NNM per RM
- Accounts per Client


### Required attributes

- Month (date)
- Business Line (string)
- Relationship Manager (string)
- Client (string)
- Mandate (string)
- Inflows (numeric)
- Outflows (numeric)
- Market Effect (numeric)
- AuM (numeric)
- Income (numeric)


AuM & Income

This Accelerator delivers insightful information on AuM volume and profitability.

The Tableau Accelerator for AuM gives you a jumpstart to getting data-driven insights into Assets under Management (AuM) volume evolution and related drivers, like top contributors to NNM and distribution of AuM by business line and mandate. Portfolio managers can use this Accelerator to better understand their AuM and why it has grown or decreased.

**Assets under Management** (AuM) is the total market value of the investments that a bank (or financial entity) manages on behalf of clients.

**Net New Money** (NNM) refers to the net amount of fresh assets (inflows minus outflows) that clients bring into the bank.

**Market effect** reflects the evolution of market prices of invested AuM (e.g., $500M has been invested in equity for which the valuation increased by 1 percent in a month. The market effect will then be +5M$).


### Answer key business questions

- What is our volume of AuM?
- What contributed positively/negatively in the growth/decrease of AuM?
- What are the results split by business line?
- How did NNM and market effects evolve during the last months?


### Monitor and improve KPIs

- Total AuM
- Total Inflows
- Total Outflows
- NNM (Net New Money)
- Total Market Effect
- Nb of Clients
- Lost Clients
- New Clients
- Nb of RMs
- AuM per Client
- AuM per RM
- NNM per Client
- NNM per RM
- Accounts per Client


### Required attributes

- Month (date)
- Business Line (string)
- Relationship Manager (string)
- Client (string)
- Mandate (string)
- Inflows (numeric)
- Outflows (numeric)
- Market Effect (numeric)
- AuM (numeric)


This dashboard provides insightful information on AuM volume evolution and related drivers.

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

Sharepoint Lists (JDBC)

Tableau Connector to Sharepoint Lists over JDBC


[Exasol]([https://www.exasol.com/](https://www.exasol.com/)) is the fastest in-memory database built for analytics. With this connector you can connect to your Exasol database securely via TLS and authenticate through username and password or Kerberos.

Exasol JDBC

Enable Tableau access to an Exasol database via JDBC

This connector provides a smooth and easy way to connect to Salesforce Marketing Cloud. Through this connector, customers can leverage APIs provided by Salesforce to extract data from their Marketing Cloud instance for analysis in Tableau.

Salesforce Marketing Cloud

Tableau connector to Salesforce Marketing Cloud.

**Tableau on Firebolt**

The Firebolt connector for Tableau delivers sub-second query speeds on live connections, thus enabling truly interactive analytics experiences without needing to compromise on data volume, freshness, or latency.

**About Firebolt**

Firebolt is the cloud data warehouse for builders of next-gen analytics experiences. Combining the benefits and ease-of-use of a modern architecture with sub-second performance at terabyte scale, Firebolt helps data and dev teams deliver data experiences that end users love.

Built on a cloud-native decoupled storage and compute architecture, Firebolt eliminates traditional challenges associated with provisioning, scale and resource utilization. Firebolt’s optimized storage format and tightly coupled indexing techniques make even the most challenging workloads fast and efficient, without the need for lengthy and customized engineering efforts.

Firebolt

Firebolt is the cloud data warehouse for next-gen analytics experiences.

Palantir Foundry is the world’s leading platform for data-driven operations and decision making. This technology, forged through years of direct experience with complex institutional data challenges, re-unifies companies around their central mission. It enables them to become fully digital "connected companies". Once data has been integrated, cleaned, and validated, the Palantir Foundry JDBC driver provides a SQL interface to Foundry datasets to easily access data and visualize it in Tableau dashboards.

Palantir Foundry

A Tableau Connector Plugin for Palantir Foundry

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


Add Filters Extension

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

Sandboxed

Free

Show In Object Pane

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

Documentation

TabCSS

Style Tableau Objects and Containers using simple CSS Classes

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

Dynamic Sunburst Chart

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

Insight into data requires users to build performant data models. Key and unique constraints provide structures to access data efficiently. Key Finder mines a data source to automatically find all valid key and unique constraints. Sample data and various measures of validity help users choose the key and unique constraints helpful for tasks such as managing entity and referential integrity, defining index structures, identifying dirty data, and finding all ids that reference the same entity.

### Use cases:
1. **Data Integration:** Key Finder is capable of automatically discovering keys that hold exactly on your dataset and checking the degree to which any other attribute combinations hold as keys. This information serves as a foundation for finding correct foreign keys and joining tables.
2. **Data Quality:** A very common problem that exists in production databases is data duplication. The same entity will often appear more than once in a table with different auto-generated ids. Key Finder makes it easy to quickly discover if this problem is present in your data.
3. **Performance Optimization:** One of the most important aspects of building a performant data model is choosing the right indexes to speed up data access. Key Finder quickly finds and suggests all attribute combinations that may serve as indexes.

Additionally, Key Finder automatically calculates metadata for sampled tables such as the number of null values and the number of distinct not-null values in the original table.

### Licenses

**Free** – This is a demo version of the extension available when you access it through the Tableau Exchange. It has some limitations compared to the full version that make it suitable for testing and evaluation purposes only. The restrictions for the demo version are: tables that are sampled cannot contain more than 1 million rows, samples are only stored for 1 hour and permanently deleted after that. Additionally, the demo version runs on our servers and cannot be deployed to the infrastructure that you manage.

**Paid** – None of the restrictions of the demo version apply to the full version. Please contact us if you are interested in purchasing the full version.

To find out more about **pricing** and watch a **demo video** of this dashboard extension, please visit our [website](https://viadotto.tech).

Key Finder

Key Finder mines keys and unique constraints from a given data source.

The Inovista Animator is a web based application that allows users to import SVG images and create intelligent animations that change their behavior based on external data.
This Tableau extension allows a user to take a data-driven animation created in the Inovista Animator and load it into Tableau. Variables in the animation can be linked directly to Tableau data values or defined as user editable properties.

In the Animator, a full range of animations are available including Movement, Rotation, Scaling, Path Animation, Text Animation, Clipping, Masking, Text Offsets, Morphing and Wave Motions. Animation can also be driven by events such as mouse clicks.
 
Highlights:

This extension will take any animation created in the Inovista Animator and convert it into a Tableau component. Animations may be charts or infographics driven by Tableau data or simply decorative items such as moving logos.

The animations can be exported from the Animator as JSON files or they can be copied to the clipboard. In Tableau, the JSON file can be loaded or can be pasted directly from the clipboard.

In the Animator, all aspects of the animation can be modified by creating variables, for example, how much of an image to display to simulate a bar chart. Each variable can be defined as either a data item or property. In Tableau, data items are linked to Tableau data and properties can be set by the user. 

Examples of properties may be fonts or colors. 
Once defined, data values can be updated by a filter and/or parameter change. 
View a short YouTube video to learn more:

The Inovista Animator for Tableau Extension: [https://youtu.be/OH9anhm7FZQ] 

View a short introduction to the Animator: [https://youtu.be/nCvLoHKSIxo]

Animator for Tableau

Create custom, data-driven chart and infographic animations based on any SVG image.

Tableau Exchange

Accelerators