This Tableau Accelerator allows you to:

* **Assess and improve the profitability of your client's assets and liabilities**
 * **Ability to grow AuM by driving Net New Money**
 * **Ability to grow Lending Stock by driving Net New Lending**
* **Ability to grow Revenues and Return on CAL** *(=Clients Assets and Liabilities)*
* **Identify most impactful Business Lines**
* **Review your Client Portfolio and identify outliers**
* **Understand the composition of your Client base**
* **Determine the dynamics of (in/out)flows across mandates and pinpoint what are the drivers**
* **Deep-dive at Client level of detail**

[Demo video](https://youtu.be/9FZtcLYDXkk)

### 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

#### *Assets under Management*

* Total AuM: Assets under Management: Total market value of the investments that a financial institution manages on behalf of clients (expressed in currency)
* Total Market Effect: Change in the valuation of Assets under Management due to changes in market prices (stock valuation change for instance)
* Total Inflows: Volume of assets entering a financial institution (expressed in currency)
* Total Outflows: Volume of assets leaving a financial institution (expressed in currency)
* NNM (Net New Money): Net New Money: Net amount of assets entering or leaving a financial institution (expressed in currency)

#### *Lending Stock*

* Total Lending Stock: Total volume of money lent by a financial institution to its clients (expressed in currency)
* Total Inflows (Lending): Volume of client liabilities entering a financial institution (expressed in currency)
* Total Outflows (Lending): Volume of client liabilities leaving a financial institution (expressed in currency)
* NNL (Net New Lending): Net New Lending: Net amount of client liabilities entering or leaving a financial institution (expressed in currency)

#### *Client Assets and Liabilities*

* Total CAL: Total market value of AuM and Lending Stock that a financial institution manages on behalf of clients (expressed in currency)

#### *Revenues*

* Total Income: Volume of revenues generated by the financial institution through its relationships with its clients (expressed in currency)
* Return on CAL %: Return on Client Assets & Liabilities: Profitability ratio that measures how well a financial institution is generating profits from its Total Client Assets & Liabilities (expressed in %)

#### *Clients*

* Nb of Clients: Number of active clients over the period
* Lost Clients: Number of clients lost (last client position during the analyzed period)
* New Clients: Number of new clients acquired (first client position during the analyzed period)
* AuM per Client: Average volume of Asset under Management per Client (expressed in currency)

### Required attributes

* **Month** (date): Date
* **Business Line** (string): Business Line, Team...
* **Relationship Manager** (string): RM, Account Manager, Banker...
* **Client** (string): Client, Portfolio holder...
* **Mandate** (string): DPM, Advisory, Execution Only...
* **Inflows** (numeric): Incoming money
* **Outflows** (numeric): Outgoing money (negative values expected)
* **Market Effect** (numeric): Market Effect
* **AuM** (numeric): Assets under Management
* **Inflows (Lending)** (numeric): Inflows for Lending Stock
* **Outflows (Lending)** (numeric): Outflows for Lending Stock (negative values expected)
* **Lending Stock** (numeric): Lending Stock
* **Income** (numeric): Income, Revenue

Client Assets, Liabilities & Profitability

Assess and improve the profitability of your client's assets & liabilities

Built by Tableau + Salesforce

Desktop

Financial Services

English

This Tableau Accelerator allows you to:

* **Assess and improve the profitability of your client's assets and liabilities:**
 * **Ability to grow AuM by driving Net New Money**
 * **Ability to grow Lending Stock by driving Net New Lending**
* **Identify most impactful Business Lines**
* **Review your Client Portfolio and identify outliers**
* **Understand the composition of your Client base**
* **Determine the dynamics of (in/out)flows across mandates and pinpoint what are the drivers**
* **Deep-dive at Client level of detail**

[Demo video](https://youtu.be/p9WyXbW-7P4)

### 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

#### *Assets under Management*

* Total AuM: Assets under Management: Total market value of the investments that a financial institution manages on behalf of clients (expressed in currency)
* Total Market Effect: Change in the valuation of Assets under Management due to changes in market prices (stock valuation change for instance)
* Total Inflows: Volume of assets entering a financial institution (expressed in currency)
* Total Outflows: Volume of assets leaving a financial institution (expressed in currency)
* NNM (Net New Money): Net New Money: Net amount of assets entering or leaving a financial institution (expressed in currency)

#### *Lending Stock*

* Total Lending Stock: Total volume of money lent by a financial institution to its clients (expressed in currency)
* Total Inflows (Lending): Volume of client liabilities entering a financial institution (expressed in currency)
* Total Outflows (Lending): Volume of client liabilities leaving a financial institution (expressed in currency)
* NNL (Net New Lending): Net New Lending: Net amount of client liabilities entering or leaving a financial institution (expressed in currency)

#### *Other*

* Total CAL (Client Assets & Liabilities, also known as Product under Management): Total market value of AuM and Lending Stock that a financial institution manages on behalf of clients (expressed in currency)
* Nb of Clients: Number of active clients over the period
* Lost Clients: Number of clients lost (last client position during the analyzed period)
* New Clients: Number of new clients acquired (first client position during the analyzed period)
* AuM per Client: Average volume of Asset under Management per Client (expressed in currency)

### Required attributes

* **Month** (date): Date
* **Business Line** (string): Business Line, Team...
* **Relationship Manager** (string): RM, Account Manager, Banker...
* **Client** (string): Client, Portfolio holder...
* **Mandate** (string): DPM, Advisory, Execution Only...
* **Inflows** (numeric): Incoming money
* **Outflows** (numeric): Outgoing money (negative values expected)
* **Market Effect** (numeric): Market Effect
* **AuM** (numeric): Assets under Management
* **Inflows (Lending)** (numeric): Inflows for Lending Stock
* **Outflows (Lending)** (numeric): Outflows for Lending Stock (negative values expected)
* **Lending Stock** (numeric): Lending Stock

Client Assets & Liabilities

Assess your overall performance: Assets under Management & Lending Stock

This Tableau Accelerator allows you to:

* **Assess & Improve the efficiency of your marketing campaigns**
* **Identify most impactful campaigns**
* **Audit the results of campaign optimization over time**

[Demo video](https://youtu.be/P4uAy6rFbME)

### Answer key business questions

* What is our click-through rate (CTR)? How does it evolve across time?
* Which campaigns generated the most engagement?
* How many recipients unsubscribed?

### Monitor and improve KPIs

#### *Campaigns*

* Nb of Campaigns: Total number of marketing campaigns that were launched over the period

#### *Reach*

* Total Sent Emails: Total Sent Emails
* Total Delivered Emails: Total Delivered Emails
* Delivery Rate: Share of emails that were delivered on total sent emails. It determines the level of quality and reliability of your emails list

#### *Engagement*

* Total Opened Emails: Total Open Emails
* Open Rate: Open Rate is useful for tracking the percentage of subscribers who open a specific email, open rate gives you insight into how engaged your subscribers are, as well as how effective different subject lines are
* Total Unique Clicks: Total number of Clicks on action link (unique)
* CTR (Click-Through Rate): Click-Through-Rate: measure what percentage of subscribers clicked on your links (expressed in %). It helps you determine how well your campaigns are performing
* CTOR (Click-To-Open Rate): CTOR: The number of clicks out of the number of emails opened. Measures how engaging is the content to the users who view it (expressed in %)

#### *Unsubscribe*

* Total Unsubscribe Clicks: Total number of unsubscribe (unique)
* Unsubscribe Rate: The number of unsubscribe clicks divided by the number of emails delivered (expressed in %)

### Required attributes

* **Campaign** (string): Advertising campaign
* **Date Sent** (date): Reference date
* **Nb Sent Emails** (numeric): Number of sent emails
* **Nb Delivered Emails** (numeric): Number of delivered emails
* **Unique Open** (numeric): Number of opened emails
* **Unique Clicks** (numeric): Number of clicks
* **Unsubscribes** (numeric): Number of unsubscribes

Email Marketing Campaigns

Assess & Improve the efficiency of your marketing campaigns

Marketing

This Tableau Accelerator helps you to:

* **Assess & Improve the performance of your marketing campaigns with Twitter Ads**
* **Identify most impactful campaigns**
* **Deep-dive to campaign efficiency on: Awareness, Engagement, Conversion**
* **Improve Return on Investment**
* **Audit the results of campaign optimization over time**

[Demo video](https://youtu.be/DrqUbZBQbH4)

### Answer key business questions

* How efficient are our marketing investments?
* Do we increase awareness? Do we develop engagement?
* What is the efficiency of our campaigns?
* Do we have enough financial performance?
* What is the Cost per Click, Cost per Action, Cost per Lead?

### Monitor and improve KPIs

#### *Awareness*

* Total Impressions: The number of times that your adverts were on-screen
* CPM (Cost per 1'000 impressions): Cost per Mille (impressions): Average Cost per 1'000 impressions (expressed in currency)
* Total Cost: The estimated total amount of money you've spent on your campaign, ad set or ad during its schedule (expressed in currency)

#### *Engagement*

* CPC (Cost per Click): Cost Per Click: Average Cost per Click (expressed in currency)
* CPA (Cost per Action): Cost Per Action: Average Cost per Social Interaction (expressed in currency)
* Total Clicks: The number of clicks on links within the ad that led to destinations or experiences, on or off Facebook
* CTR (Click-Through-Rate): Click-Through-Rate: the number of clicks that your ad receives divided by the number of times your ad is shown (expressed in %)
* Total Tweet Interactions: The number of all interactions (retweets, replies, likes...)
* Tweet Interaction per Impression: Average number of tweet interactions (retweets, likes, replies...) per Impression
* Total Tweet Likes: Total number of times your tweets have been liked by users on Twitter
* Total Retweets: Total number of times your tweets have been shared or reposted on Twitter
* Total Tweet Replies: Total number of responses or comments that have been done on your Tweets
* Total Follows: Total number of users who have chosen to follow your Twitter account (within the scope of the campaigns)

#### *Conversion*

* CPL (Cost per Lead): Cost Per Lead: The cost it takes to generate a new prospective customer for your sales team from a current marketing campaign (expressed in currency)
* Total Leads: Total number of prospects who shared their information details (such as email)
* LTR (Lead-Through-Rate): Lead-Through-Rate: Number of potential customers per click (expressed in %)

#### *Other*

* Campaigns: Number of advertising campaigns

### Required attributes

* **Period** (date): Period Date
* **Ad Group Name** (string): Ad Group Name
* **Tweet Text** (string): Tweet Text
* **Campaign Name** (string): Campaign Name
* **Tweet Status** (string): Running, Paused...
* **Cost** (numeric): Amount Spent
* **Leads** (numeric): Number of potential clients
* **Tweet Likes** (numeric): Number of tweet likes
* **Retweets** (numeric): Number of retweets
* **Tweet Replies** (numeric): Number of tweet replies
* **Follows** (numeric): Number of follows
* **Tweet Interactions** (numeric): Number of tweet interactions
* **Clicks** (numeric): Number of clicks
* **Impressions** (numeric): Number of impressions

Twitter Ads

Assess & Improve the performance of your marketing campaigns with Twitter Ads

Digital & Social Media

The Accelerator for Patient Journey Analytics gives care providers data-driven insights into patients' journeys in their system across different specialties, geographies, and diagnoses. Care program managers can use this Accelerator to analyze their referrals better to align the right resources to help patients heal more effectively.

Globant is a Global Salesforce and Tableau Partner: [connect with them directly ](https://www.globant.com/studio/salesforce)to find out how they can help with your analytics needs.

### Answer Key Business Questions

**Executive Summary**

* How many patients have changed stage in last month?
* How many active patients do we have by geography?
* How many active patients do we have over time?

**Active Patients Console**

* How many active patients do we have each month?
* How well are patients adhering to the treatment?
* How are patients distributed across specialties and geographies?

**Referrals Console**

* How many referrals are open?
* What are we doing with the referrals?
* How many patients have been referred to each specialty?
* Which doctor is doing the referrals?

### Monitor and Improve KPIs

**Executive Summary**

* Number of patients by stage in the last month
* Anticipated active and discontinued patients 6 months in advance
* Active patients by geography
* Cumulative active patients

**Active Patient Console**

* Number of active patients per stage per month
* Active patients per month due to adherence to treatment
* Active patients by specialty
* Active patients by medical institution

**Referral Console**

* Total referrals per month
* Total referrals by current action stage
* Medical specialty by number of referrals
* Physicians by number of referrals

### Required Data Attributes

* Action Status
* Adherence Score bucket
* Care Plan
* Current Status
* Date
* Medical Institution
* Referring\_doctor
* Speciality

Patient Journey Accelerator

Understand patient behavior to enable better treatment plans

Localize listing name

Spanish

Healthcare

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

Ocient JDBC

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

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

ServiceNow

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

Starburst Enterprise

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

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

Amazon DocumentDB

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

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

Sharepoint Lists (JDBC)

Tableau Connector to Sharepoint Lists over JDBC


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

Kinetica Geospatial Analytics

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

New Viz Types

Advanced Analytics

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

HierarchyFilter

Visualize flat or recursive data into a beautiful hierarchy filter.

Free

Custom Filters

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


Add Filters Extension

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

Show In Object Pane

Sandboxed

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

Documentation

TabCSS

Style Tableau Objects and Containers using simple CSS Classes

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

Dynamic Sunburst Chart

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

Tableau Exchange

Accelerators