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Tableau for Insurance from Tableau (Salesforce)
Interactive dashboards, real-time data analysis, predictive analytics capabilities, risk assessment visualization, policy performance tracking, claims analysis, underwriting portfolio analysis, integration with major insurance data sources, mobile accessibility, and collaborative sharing features.
More about Tableau (Salesforce)
Product analysis by function
Data Visualization Tools for Underwriting
Software that presents complex risk data in intuitive visual formats, enabling underwriters to identify patterns, trends, and outliers more efficiently in large datasets.
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Data Integration
(9 Yes /9 Known /10 Possible features)
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Multi-Source Data Import Ability to import data from spreadsheets, databases, APIs, and cloud applications. |
Tableau supports importing data from spreadsheets, databases, APIs, and cloud sources as stated in product documentation. | |
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Real-Time Data Sync Automatically updates visualizations as data sources change. |
Real-time data sync is available via Tableau’s live data connections and API integrations. | |
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Custom Data Connectors Supports custom connectors to niche insurance data sources (e.g., reinsurance systems, claims databases). |
Custom connectors can be built for non-standard data sources using Tableau SDK and APIs. | |
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Data Transformation Provides tools for cleaning, transforming, and normalizing data within the platform. |
Tableau Prep and the platform support in-product transformation and normalization. | |
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Large Data Volume Capacity Maximum size of importable datasets. |
No information available | |
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Data Enrichment Ability to augment existing datasets with 3rd party data (demographics, property risk scores, etc.) |
Data can be enriched using third-party connectors and joins with external datasets. | |
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Scheduling Imports Allows scheduled recurring data pulls for up-to-date insights. |
Scheduling imports supported via Tableau Bridge and server solutions. | |
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Data Quality Checking Automated validation for outliers, missing values, and format consistency. |
Automated data validation is available via data prep/connections. | |
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Support for Insurtech Standards Compatible with ACORD or other insurance data standards. |
Tableau provides integration with industry standards like ACORD via APIs and data connectors. | |
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Data Lineage Tracking Keeps track of the source and transformation path of data. |
Data lineage can be viewed in Tableau Prep and described in documentation. |
Visualization Capabilities
(11 Yes /11 Known /12 Possible features)
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Interactive Dashboards Build and share dashboards with real-time filters. |
Interactive dashboards are a core feature, supporting real-time filtering and sharing. | |
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Custom Chart Types Supports bar, line, scatter, heat maps, geospatial, network diagrams, and industry-specific visuals. |
Supports a wide range of chart types, including custom and industry-specific via extensions. | |
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Drill-Down Analysis Dive into granular detail directly from dashboards. |
Drill-down analysis is part of Tableau’s interactive dashboard capabilities. | |
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KPI and Metrics Cards At-a-glance display of key underwriting metrics (loss ratio, exposure, premium, etc.). |
KPI and Metrics Cards can be created in dashboards for at-a-glance metrics. | |
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Geospatial Mapping Visualize risk concentration and policy distribution on maps. |
Geospatial mapping supported for policy and risk locations using built-in mapping tools. | |
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Side-by-Side Comparisons Directly compare multiple entities or time periods. |
Dashboards can directly compare multiple entities and time periods. | |
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Customizable Themes and Branding Align dashboard appearance with company brand standards. |
Customizable themes and branding are available for dashboard styling. | |
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Automatic Visualization Recommendation Suggests optimal chart types based on data structure. |
Tableau can recommend visualization types depending on data format via 'Show Me' feature. | |
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Number of Supported Visualization Types How many unique chart and visualization types are included. |
No information available | |
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Embedded Visualizations Allows sharing or embedding charts in underwriting portals or presentations. |
Embedded visualizations are supported through embed code and API integrations. | |
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Export Options Export dashboards or charts as images, pdf, interactive html, etc. |
Export to PDF, images, and interactive HTML is a core Tableau feature. | |
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Mobile-Friendly Dashboards Dashboards automatically adapt to smaller screens. |
Dashboards are optimized for mobile via Tableau Mobile app and responsive design. |
User Experience & Collaboration
(10 Yes /10 Known /11 Possible features)
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Role-Based Access Control Grant/restrict views and editing of data and dashboards based on user role. |
Role-based access control assignable for users/groups via Tableau Server/Cloud. | |
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Commenting and Annotation Allows users to add comments or highlight insights directly on visualizations. |
Commenting and annotation features are available both in dashboards and shared views. | |
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Workflow Integration Integrates with underwriting approval, review, or referral workflows. |
Tableau can integrate into workflow tools with APIs and via Salesforce ecosystem for approvals/referrals. | |
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Personalized Dashboards Users can build, save, and set default dashboards tailored to their workflow. |
Dashboard personalization and user-specific tailoring available in Tableau. | |
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Collaboration Tools Share dashboards, schedule reports, send email alerts, and assign tasks. |
Collaboration tools such as sharing, reporting, and alerts are standard. | |
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Multi-Language Support The interface is available in multiple languages. |
Multi-language support is available for the Tableau interface. | |
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End-User Training Resources Comprehensive help, onboarding guides, tutorials. |
Training resources, onboarding guides, and tutorials provided on Tableau’s support site. | |
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Quick Search Search among dashboards, reports, or data fields for rapid analysis. |
Quick search of dashboards, reports, and fields is included in Tableau online and server. | |
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Concurrent Users Supported Maximum simultaneous users supported by the platform. |
No information available | |
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Custom Notifications Push alerts for key metric changes, risk spikes, etc. |
Custom notifications/alerts supported natively for dashboards and KPIs. | |
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Accessibility Compliance Meets standards for accessibility (WCAG, ADA), essential for larger insurers. |
Core Tableau design follows accessibility guidelines; details in compliance documentation. |
Advanced Analytics Integration
(10 Yes /10 Known /10 Possible features)
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Predictive Analytics Support Visualize outputs from predictive risk, pricing, and fraud detection models. |
Predictive analytics visualizations are available using built-in and extension support for R and Python. | |
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What-If Analysis Tools Explore scenarios and their impact on key metrics. |
What-if and scenario analysis possible using parameters and calculated fields. | |
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Integration with Actuarial Models Can visualize data/results from actuarial tools or software. |
Integration with actuarial outputs and model results is possible via standard data connectors. | |
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Statistical Summary Visualizations Automatic display of mean, median, standard deviation, loss cost distribution, etc. |
Statistical summary visuals supported via summary cards/analytical features. | |
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Correlation Matrix Visualization Visual representation of relationships between variables (peril, region, profile). |
Correlation matrices can be constructed in Tableau using viz features. | |
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Machine Learning Model Insights Integration with ML platforms for visualizing feature importance, model lift, etc. |
Direct integration with ML platforms (R, Python, Einstein Analytics via Salesforce) allows insight visualization. | |
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Custom Formula Builders Users can define custom metrics/formulas for underwriting KPIs in the platform. |
Custom formulas and metrics can be created using calculated fields in dashboards. | |
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Time-Series Forecasting Visual tools for historical and projected trends (claims counts, premium, etc.). |
Tableau supports built-in time-series forecasting with predictive trend lines, including claims/premium projections. | |
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Anomaly / Outlier Detection Visualization Highlights suspicious activity (fraud, errors) with automated graphics. |
Outlier detection can be visualized using analytics and conditional formatting. | |
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Integration APIs for Data Science Tools Connects to R, Python, or similar tools for custom analytics. |
Integration APIs for Python, R, and other data science tools are available via Tableau Extensions and Scripts. |
Security & Compliance
(10 Yes /10 Known /10 Possible features)
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Data Encryption At Rest/Transit Ensures data is always encrypted, both stored and in transmission. |
Tableau encrypts data at rest/in transit according to security documentation. | |
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Audit Logs Comprehensive tracking of data access and changes for compliance. |
Audit logs are supported for compliance management. | |
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Single Sign-On (SSO) Support Integrates with company SSO for seamless and secure access. |
Single Sign-On (SSO) supported via enterprise integrations (AD, SAML, etc.). | |
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GDPR and Local Data Residency Compliance with data privacy regulations including data localization. |
GDPR and local residency options available for enterprise customers and via Salesforce compliance. | |
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Multi-Factor Authentication Adds an extra layer of access security for user accounts. |
Multi-Factor Authentication provided through enterprise integration options. | |
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Automatic Data Masking Sensitive fields (PII, health, etc.) can be obfuscated by policy. |
Data masking possible via permissions and calculated fields; enforced at report/user level. | |
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Custom Access Permissions Fine-grained control by report, field, or row level. |
Granular access permissions assignable per report/field/row. | |
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Security Certifications Held Compliance with standards (ISO27001, SOC 2, etc.). |
ISO27001 and SOC2 certifications confirmed in Tableau’s trust and compliance centers. | |
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Self-Hosted Deployment Option Can be deployed in a private data center or on-premises environment. |
Tableau Server can be deployed self-hosted in a private/on-premises environment. | |
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Automatic Session Timeout Sessions expire after a defined period of inactivity. |
Automatic session timeout is configurable in security settings. |
Integration & Scalability
(8 Yes /8 Known /10 Possible features)
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Open API Availability Robust API to push/pull data and automate processes. |
Robust API support for data push/pull and automation. | |
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Plug-Ins for Insurance Core Systems Direct integrations for systems like Duck Creek, Guidewire, etc. |
Tableau has connectors for insurance systems like Guidewire via marketplace integrations. | |
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Marketplace Add-Ons Access to a library of add-ons/extensions. |
Marketplace with add-ons and extensions available via Tableau Exchange. | |
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Customizable ETL Pipelines Create, schedule, and manage ETL jobs within the platform. |
ETL pipelines can be created and scheduled using Tableau Prep Conductor. | |
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High Availability SLA Platform uptime guarantee. |
No information available | |
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Support for High Concurrency System can handle large numbers of simultaneous users and complex queries. |
System built for high concurrency and heavy enterprise loads. | |
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On-Premises, Cloud, and Hybrid Deployment Flexible deployment options based on IT and compliance strategy. |
Supports all deployment models: on-prem, cloud, and hybrid. | |
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Batch and Streaming Data Processing Handles both scheduled (batch) and real-time (streaming) data ingestion. |
Batch processing and real-time (streaming) via connectors and APIs. | |
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Number of Supported Integrations How many unique partner systems/APIs are available out-of-the-box. |
No information available | |
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Custom Script Support Allows custom Python, R, or SQL code to run inside data processes. |
Custom script execution supported via Python, R, SQL integrations. |
Reporting & Distribution
(10 Yes /10 Known /10 Possible features)
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Scheduled Report Delivery Automated delivery of reports/dashboards via email or other channels. |
Automated scheduled report delivery supported as a standard Tableau feature. | |
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Custom Report Builder Easily build bespoke reports from any dataset. |
Custom report building is a core Tableau feature. | |
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Distribution to External Partners Share reports securely with outside brokers or reinsurers. |
Distribution to external partners via secure links and controlled permissions. | |
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PDF, Excel, Image Export One-click export of visuals into common office formats. |
PDF, Excel, Image export supported with one click in Tableau. | |
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Dynamic Report Filtering End-users can apply filters and customize their view on delivered reports. |
Dynamic report filtering is available to all viewers based on interactive dashboard design. | |
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Auto-Generated Executive Summaries Narrative summaries of KPI movements and trends. |
Narrative and KPI summaries available via Tableau storytelling and extensions. | |
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Subscription Management Users can subscribe to and manage alerts for specific dashboards. |
Subscription management and alerting is available for dashboards and reports. | |
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Public and Private Link Sharing Control whether links are public, SSO-restricted, or one-time. |
Supports both public and private sharing options via user permissions and secure links. | |
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Report Versioning Track and view previous versions or dashboards. |
Report versioning controlled through Tableau’s project history and content management. | |
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Custom Print Formatting Set paper size, watermark, page headers, and logos for printed reports. |
Print and export formatting allows custom layouts, headers, watermarks, and branding. |
Performance & Reliability
(2 Yes /2 Known /10 Possible features)
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Dashboard Load Time Average time to load complex dashboards. |
No information available | |
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Query Execution Speed Average time to process user-initiated queries. |
No information available | |
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Concurrent Query Capacity Number of simultaneous queries supported before performance degrades. |
No information available | |
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Uptime Guarantee Service Level Agreement (SLA) for platform reliability. |
No information available | |
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Data Refresh Frequency Shortest interval between data refreshes (lower is better). |
No information available | |
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Scalability for Users How easily user capacity can be increased. |
Scalability for users is built-in; licensing and server sizing allow rapid scaling. | |
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Auto-Scaling Infrastructure Infrastructure automatically scales to meet variable loads. |
Auto-scaling supported in cloud deployments (Tableau Online/Salesforce). | |
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Disaster Recovery Time Objective (RTO) Maximum tolerable downtime after a disruption. |
No information available | |
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Maximum Supported Dataset Size Largest dataset size supported for analysis. |
No information available | |
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Guaranteed Backup Frequency Frequency of automatic system backups. |
No information available |
Cost & Licensing
(8 Yes /9 Known /10 Possible features)
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Per-User vs. Unlimited Licensing Pricing flexibility based on company size and usage pattern. |
Supports either per-user or enterprise (unlimited) licensing. | |
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Transparent Pricing Model Costs are clearly published and predictable. |
Transparent pricing available on Tableau website, with clear breakdowns. | |
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Free Trial / Proof of Concept Availability Option to test full features before commitment. |
Free trial and proof of concept access offered online and via partners. | |
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Pay-as-You-Go Option No long-term contractual commitment required. |
Not as far as we are aware.* Tableau does not typically offer a true pay-as-you-go model; subscriptions are annual or monthly. | |
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Bulk License Discounts Discounts for enterprise-scale use. |
Enterprise and bulk license pricing available. | |
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Academic/Non-Profit Tier Reduced pricing for research or non-profit institutions. |
Academic/non-profit tiers available per official website. | |
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All Features Included No hidden or tiered feature restrictions. |
No information available | |
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Ongoing Maintenance Fees Maintenance or support costs are bundled/transparent. |
Maintenance/support fees are publicly documented and bundled with subscriptions. | |
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Custom Contract Lengths Offered Flexible contractual terms to suit business needs. |
Custom contract lengths (annual/multi-year) supported for enterprise clients. | |
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Self-Service Procurement Ability to purchase/licence directly online. |
Direct online procurement and activation are available. |
Support & Vendor Services
(10 Yes /10 Known /10 Possible features)
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24/7 Technical Support At least one support channel is always available. |
24/7 technical support available for enterprise licenses. | |
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SLAs for Support Response Guaranteed response times for critical issues. |
SLAs for support response times defined for enterprise Tableau customers. | |
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Dedicated Account Manager Personalized support through a named representative. |
Dedicated account managers provided at the enterprise tier. | |
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Onboarding Implementation Services Professional onboarding and solution customization. |
Onboarding and implementation services available via Tableau or partners. | |
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Custom Feature Development Willingness to build or adjust features upon request. |
Custom feature requests are considered through enterprise relationship managers. | |
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Regular Product Updates Continuous improvement, release roadmaps shared. |
Regular product updates and roadmaps published in the Tableau community. | |
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User Community Forums Active user groups for peer support and best practice sharing. |
User community forums are active and officially supported. | |
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Comprehensive Documentation Full user/admin guides and integration references. |
Comprehensive documentation available online and as downloadable resources. | |
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Training and Certification Programs Structured courses and certifications for users. |
Training and certification programs offered via Tableau eLearning and partners. | |
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Customer Feedback Channels Input mechanisms for feature requests and improvement suggestions. |
Direct customer feedback channels through Tableau Community, Idea boards, and support. |
Product Performance Dashboards for Product Development
Visualization tools that track key performance indicators for insurance products, helping teams identify trends and make data-driven optimization decisions.
More Product Performance Dashboards
More Product Development ...
Data Integration & Connectivity
(8 Yes /8 Known /10 Possible features)
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Multi-Source Connectivity Connects to multiple internal and external data sources (e.g., policy admin, claims, CRM, external data services). |
Tableau integrates with major insurance data sources as per product notes and official documentation. | |
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Real-Time Data Sync Supports updating data in real-time or near real-time for up-to-date dashboard views. |
Tableau supports near real-time data sync for up-to-date dashboard views (see official resources and user documentation). | |
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APIs Support Offers robust API access for inbound and outbound data ingestion. |
Tableau offers robust REST API and connector APIs for both data ingestion and extraction. | |
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Scheduled Data Refresh Automates regular data refreshes at configurable intervals. |
Supports scheduled refreshes for cloud and on-premise sources; interval is configurable. | |
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Manual Data Upload Allows users to upload and import data files directly into the dashboard. |
Users can upload data manually via CSV, Excel, or connect directly to internal files. | |
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Data Model Flexibility Can accommodate varying data models or schemas (custom fields, entity adjustments). |
Allows for schema flexibility with custom calculated fields and mapping. | |
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Data Validation Automatically checks and highlights data inconsistencies, missing values, or errors upon ingestion. |
Tableau has built-in data validation and error alerting on ingestion. | |
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ETL (Extract, Transform, Load) Automation Automates extraction, transformation, and loading of data for dashboard preparation. |
ETL automation supported through Tableau Prep and third-party integrations. | |
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Data Volume Handling Maximum data records supported per dashboard update cycle. |
No information available | |
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Data Latency Time between data generation and its representation on the dashboard. |
No information available |
KPI and Metrics Tracking
(8 Yes /8 Known /9 Possible features)
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Custom KPI Configuration Ability to define new KPIs tailored to specific product or project needs. |
Fully supports custom KPI configuration, including calculated fields and custom metrics. | |
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Pre-Built Insurance KPIs Includes a library of commonly used insurance KPIs (loss ratio, claims frequency, policy growth, etc.). |
Pre-built insurance KPI templates are available through sample dashboards and partner extensions. | |
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Metric Drill-Down Navigate from high-level KPIs into underlying metrics, products, or business segments. |
Metric drill-down is a core Tableau UI feature through interactive visualizations. | |
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Trend Analysis Visualizes KPIs over time to highlight trends and seasonality. |
Trend analysis and time-series visualizations are native charting features. | |
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Target/Benchmark Comparison Compare current performance against predefined targets or historical benchmarks. |
Dashboards can compare values to targets or benchmarks set by users. | |
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Variance Analysis Highlights variances between actual, forecasted, and target KPIs. |
Variance analysis can be implemented via calculated fields and standard charting options. | |
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Real-Time KPI Updates KPIs are updated automatically as soon as data changes. |
KPIs update in near real-time as data sources change, especially with live connections. | |
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Automated Alerts on KPI Changes Sends notifications when KPIs cross certain thresholds. |
Automated alerts can be set for KPI changes using Tableau's alerting functionality. | |
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KPI Calculation Speed Average computation time to refresh or recalculate KPIs. |
No information available |
Visualization and User Interface
(6 Yes /6 Known /9 Possible features)
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Chart Types Range of visualizations supported (bar, line, pie, heatmaps, waterfall, etc.). |
No information available | |
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Interactive Dashboards Users can filter, drill down, and interact with dashboard elements in real time. |
Tableau dashboards are highly interactive, supporting filtering, drill down, highlighting, and parameterization. | |
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Customizable Layouts Flexibility in arranging and customizing dashboard views and widgets. |
Layout and widget arrangement is highly customizable. | |
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Theming/Branding Options Can apply organization-specific colors, logos, and styles. |
Theming and branding available for organizations. | |
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Mobile Responsiveness Dashboard interfaces adjust for optimal display and use on mobile devices. |
Mobile accessibility and responsive dashboards are natively supported in Tableau. | |
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Export/Download Visualizations Export charts, dashboards, or data in various formats (PDF, Excel, PNG, etc.). |
Dashboards and visuals can be exported or downloaded in several formats (PDF, Excel, image). | |
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Dashboard Load Time Time it takes for a dashboard to become interactive after opening. |
No information available | |
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Widget Library Size Number of pre-built widgets or visualization tools available. |
No information available | |
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Accessibility Compliance Supports WCAG or similar accessibility standards for diverse user needs. |
Tableau strives for accessibility and provides WCAG compliance resources and design guidance. |
Collaboration & Workflow
(7 Yes /7 Known /8 Possible features)
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Commenting/Annotation Users can annotate dashboards, data points, or charts for discussion. |
Commenting and annotation features are available on Tableau dashboards. | |
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Sharing Controls Granular control over who can share, publish, or distribute dashboards. |
Granular sharing controls available for users and groups, including viewer/editor/admin roles. | |
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Role-Based Access Set permissions by role or user group (view, edit, admin, etc.). |
Role-based access possible through Tableau Server/Cloud permissions. | |
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Real-Time Collaborative Editing Multiple users can view and edit dashboards simultaneously. |
Tableau supports real-time collaborative editing for some deployments (Tableau Cloud, Online). | |
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Task Assignment & Workflow Integration Assign tasks related to dashboard insights and link to workflow tools (JIRA, Asana, etc.). |
Integration with workflow tools possible via APIs and some connectors, but not natively embedded. | |
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Version Control Track changes and revert to previous dashboard versions as needed. |
Basic version control is supported via Tableau versioning and publishing. | |
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Insight Sharing Frequency Maximum scheduled dashboard/email share events supported per day. |
No information available | |
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User Notification Options Supports multiple modes of user notification (email, in-app, SMS, etc.). |
Supports multiple notification options including email and in-app messages. |
Security & Compliance
(8 Yes /8 Known /8 Possible features)
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Data Encryption at Rest Data stored within the system is encrypted for security. |
Data at rest can be encrypted with Tableau Server security options. | |
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Data Encryption in Transit Data is encrypted during transmission between systems or users. |
TLS/SSL encryption of data in transit is a standard part of Tableau deployments. | |
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Audit Logging All user access and changes are logged for review and audit. |
Audit logging features are present in Tableau Server and Cloud. | |
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Single Sign-On (SSO) Support Supports secure, centralized authentication via SSO. |
Single sign-on is supported for enterprise deployments (SAML, OpenID, etc.). | |
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Multi-Factor Authentication Requires more than one method to authenticate user access. |
Multi-factor authentication is available, especially via integration with Identity Providers (IDP). | |
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GDPR/Data Privacy Tools Supports data subject requests and other privacy obligations. |
GDPR and data privacy tools with subject exports/removal are documented features. | |
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Role-Based Security Policies Policies can be tailored to different user types and roles. |
Security policies can be tailored to user roles with Tableau admin controls. | |
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Regulatory Compliance Certifications Holds recognized certifications (SOC 2, ISO 27001, etc.). |
Tableau Cloud and Server hold SOC 2 and ISO 27001 certifications. |
Alerting & Notification
(4 Yes /4 Known /6 Possible features)
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Threshold-Based Alerts Users can set thresholds on KPIs to trigger notifications. |
Users can set up threshold-based alerts with notification triggers. | |
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Frequency of Notification Frequency at which the system can send notifications for events or alerts. |
No information available | |
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Multi-Channel Notification Delivery of alerts via multiple channels (email, SMS, push, in-app). |
Supporting email, in-app, and potentially other channel notifications via API/webhooks. | |
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Alert Customization Users can define severity, channel, and format of notification. |
Alerts allow user-defined severity, channels and notification formats. | |
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Summary Digest Emails Option to receive summarised reports on performance periodically. |
Summary digest email for scheduled dashboards and alert summaries is available. | |
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Escalation Protocols Unresolved alerts can be escalated and re-assigned automatically. |
No information available |
Analytics & Advanced Insights
(7 Yes /7 Known /8 Possible features)
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Statistical Analysis Tools Built-in options for statistical evaluation (correlations, distributions, significance tests, etc.). |
Statistical summaries and tools are natively available and extendable through R, Python integration. | |
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Predictive Analytics Integration Can include or connect to predictive models for forecasting performance. |
Predictive analytics can be integrated directly (R, Python, Einstein Discovery). | |
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Segmentation Analysis Supports analysis by customer cohort, product line, or other segments. |
Segmentation by cohort, product line, and custom fields is a core Tableau capability. | |
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Historical Data Archiving Archives historical data for longitudinal analysis. |
Historical data handling and archiving supported via data source configuration. | |
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Anomaly Detection Automatically surfaces outliers or unexpected patterns. |
Anomaly detection available via calculated fields, integrations, and some extensions. | |
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Scenario/What-If Analysis Test the impact of changing variables on key metrics. |
Scenario/What-if analysis is possible using parameters and calculated fields. | |
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Advanced Filtering Capabilities Complex slicing and dicing of data for granular views. |
Advanced filtering and complex data slicing supported natively. | |
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Time to Insight Average time from query/action to answer/insight surfaced. |
No information available |
Integration with Insurance Product Lifecycle
(6 Yes /6 Known /6 Possible features)
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Project Management Integration Connects with project management tools to feed insights into agile cycles. |
Integration with project management tools is available through APIs and connectors. | |
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Product Version Tracking Links performance data to specific product releases/versions. |
Product version tracking can be implemented with custom fields or integrated version data. | |
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A/B Testing Support Handles side-by-side comparisons of product variants in real time. |
A/B testing is supported via side-by-side analysis depending on how data is modeled. | |
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Feature Impact Analysis Determines how individual product features affect performance KPIs. |
Feature impact analysis possible using built-in analytics and extensions. | |
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Change Log Visualization Timeline tracking of key product changes and their outcomes. |
Change logs can be visualized if change data is captured in the data model. | |
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Feedback Loop Integration Links user or broker feedback directly to dashboard metrics. |
Links between dashboard metrics and user feedback are possible via integrations or custom fields. |
User Management & Administration
(5 Yes /5 Known /5 Possible features)
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User Provisioning & Deprovisioning Automated user account creation/removal via central directory or manually. |
User provisioning can be automated with SAML/IDP directory integration, or managed manually. | |
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User Audit Reporting Periodic reporting of user activity for compliance. |
User audit logs and reporting are available for compliance in Tableau Server/Cloud. | |
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Bulk User Upload Ability to onboard large groups of users at once. |
Bulk user upload/support available for enterprise deployments. | |
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License Usage Analytics Tracks assigned vs. used licenses and access patterns. |
License usage analytics and access pattern tools are included in Tableau admin views. | |
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Custom Role Definitions Set up custom roles with tailored permissions. |
Custom roles and permissions can be defined in Tableau Server and Cloud. |
Support, Training, & Documentation
(6 Yes /6 Known /7 Possible features)
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User Onboarding Flow Guided onboarding tours and tutorials for new users. |
Onboarding tours and tutorials are available for new users. | |
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Context-Sensitive Help In-app help that adjusts to context or screen. |
In-app, context-sensitive help and resources are available. | |
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24/7 Customer Support Access to vendor support at all times. |
24/7 customer support available for enterprise and premium plans. | |
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Community Forum/Knowledge Base Searchable resource for best practices, FAQs. |
Comprehensive knowledge base and active community forums are available. | |
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Documentation Completeness Level of detail in documentation provided. |
No information available | |
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Training Materials Available Provision of videos, webinars, and other learning resources. |
Extensive training materials are published by Tableau, including webinars, docs, videos. | |
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Onsite Training Option Option for live, instructor-led training at customer location. |
Onsite training is an option for large clients or via Tableau partners. |
Predictive Analytics Platforms for Business Intelligence and Analytics
Advanced tools that use statistical models and machine learning to predict future outcomes like claim frequency, severity, customer retention, and fraud probability.
More Predictive Analytics Platforms
More Business Intelligence and Analytics ...
Data Integration
(8 Yes /8 Known /13 Possible features)
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Multi-source Data Connectivity Ability to integrate and ingest data from various sources such as databases, cloud platforms, spreadsheets, and APIs. |
Tableau integrates with a wide range of major insurance data sources as indicated on their insurance solutions page and general product documentation. | |
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Real-time Data Sync Real-time synchronization of incoming data streams for up-to-date predictions. |
Notes mention real-time data analysis and Tableau supports real-time sync for many data connections. | |
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Data Cleansing Tools Automated tools to clean, deduplicate, and normalize raw insurance data. |
No information available | |
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Batch Processing Speed The rate at which batch data loads or ETL jobs are run. |
No information available | |
|
Automated Data Mapping Automatic mapping of data fields from source systems to platform schema. |
Tableau Prep and native data connectors provide some form of automated data mapping from source systems. | |
|
Data Enrichment APIs Integration with third-party services to enrich internal data (e.g., credit scores, vehicle history). |
No information available | |
|
Historic Data Upload Limits Maximum volume of historic data that can be uploaded for modeling. |
No information available | |
|
Schema Change Detection Detection and alerting when upstream data schemas change. |
No information available | |
|
Event-driven Updates Support for updating models or insights when new events/data arrive. |
Dashboard refreshes and event triggers can update analytics and models when new data arrives. | |
|
Data Lineage Tracking Traceability of data sources and transformations for audit and compliance. |
Tableau provides data lineage and transformation tracking through Tableau Prep Conductor and catalog features. | |
|
Data Privacy Controls Built-in tools for masking or redacting sensitive PII (personally identifiable information). |
Privacy controls like row-level security and PII masking are available for sensitive insurance data. | |
|
Integration with Core Insurance Systems Connections with policy administration, claims, underwriting, and customer management systems. |
Tableau has connectors and integrations with common core insurance systems via APIs and custom connectors. | |
|
Partner Data Sharing Secure tools and permissions for controlled sharing of datasets with partners. |
Collaboration and workbook sharing features facilitate secure data sharing with partners. |
Model Building & Customization
(3 Yes /3 Known /13 Possible features)
|
Graphical Model Builder Drag-and-drop or visual tools for constructing predictive models without code. |
Tableau supports drag-and-drop interface for model and dashboard creation. | |
|
Custom Algorithm Support Ability to author, import, and use custom algorithms in analytics pipelines. |
No information available | |
|
Automated Feature Engineering Automatic creation and selection of predictive features from raw insurance data. |
No information available | |
|
Hyperparameter Tuning Tool-assisted searching for optimal model parameters. |
No information available | |
|
Model Versioning Automatic tracking and management of model versions and their metadata. |
No information available | |
|
Pre-built Insurance Models Library of industry-specific models, e.g., for claim frequency, fraud detection, churn prediction. |
No information available | |
|
No-Code/Low-Code Interface Options for business users to create models without programming knowledge. |
No-code/low-code dashboard and visualization builder is a core value proposition. | |
|
Code-based Model Support Support for Python, R, or other programming languages for building custom models. |
No information available | |
|
Multi-Model Comparison Tools to compare accuracy, speed, and performance of multiple models. |
No information available | |
|
Model Explainability Tools Built-in features for interpreting and explaining predictions (e.g., SHAP, LIME). |
No information available | |
|
AutoML Automated machine learning capabilities for speeding up model creation and evaluation. |
No information available | |
|
Reusable Feature Store Centralized repository to store and reuse engineered features across analytics projects. |
No information available | |
|
Model Export Formats Supported formats for exporting trained models (e.g., PMML, ONNX). |
Tableau supports exporting dashboards as images, spreadsheets, PDFs, and more. |
Prediction & Scoring
(5 Yes /5 Known /12 Possible features)
|
Batch Prediction Ability to execute predictions on large datasets at once. |
Can run predictions and analytics on entire datasets for batch outputs. | |
|
Real-time API Scoring APIs for instant scoring of customer, claim, or policy records in live systems. |
No information available | |
|
Concurrent Scoring Capacity Maximum simultaneous scoring requests supported. |
No information available | |
|
Prediction Latency Average delay between input and receiving prediction. |
No information available | |
|
Confidence Interval Output Predictions include confidence intervals or probability scores. |
No information available | |
|
Score Logging & Auditing Comprehensive logging of each prediction for audit and traceability. |
Audit trails and history tracking are available for data and access. | |
|
Bulk Import/Export Tools to handle input/output of large datasets in multiple formats (CSV, Parquet, etc.). |
Tableau supports import/export in multiple formats and large dataset handling. | |
|
Business Rule Interceptor Ability to trigger rules or workflows based on prediction outcomes. |
No information available | |
|
Prediction Refresh Rate Frequency with which prediction outputs can be updated. |
No information available | |
|
Automated Alerts Automatic notifications or alerts based on scores exceeding certain thresholds. |
Automated alerts and notifications can be configured on dashboards for stakeholders. | |
|
Anomaly Detection Integrated detection of unusual patterns in input or output data. |
No information available | |
|
Result Visualization Graphical displays of predictions at the record or portfolio level. |
Interactive dashboard visualizations are highlighted in product notes. |
Performance & Scalability
(8 Yes /8 Known /11 Possible features)
|
Horizontal Scalability Ability to add computing nodes to handle increased prediction volume. |
Tableau Online and Server provide horizontal scaling for large enterprise deployments. | |
|
Load Balancing System can distribute tasks evenly across computational resources. |
Load-balancing is part of Tableau’s enterprise offering. | |
|
Concurrent User Support Maximum number of users who can operate the system simultaneously. |
No information available | |
|
Model Training Speed Average time required to train a new model on insurance datasets. |
No information available | |
|
Uptime SLA Guaranteed minimum system uptime/service availability. |
undefined Tableau offers >99.9% uptime SLA for Tableau Cloud deployments (per vendor docs). |
|
|
Automated Resource Scaling System automatically scales cloud or on-premise resources based on demand. |
Tableau Cloud/Server support automated resource scaling based on demand. | |
|
Parallel Processing Ability to execute multiple jobs or model trainings in parallel. |
Parallel jobs supported in data engine and dashboard refreshes. | |
|
Throughput Capacity of the platform for end-to-end data process and prediction. |
No information available | |
|
High Availability Built-in failover and redundancy for critical components. |
Redundant architecture and failover supported on enterprise deployments. | |
|
Disaster Recovery Automated backup and restore procedures for platform state and data. |
Automated data backup and disaster recovery possible on Cloud and Server. | |
|
Elastic Storage Support for dynamic storage scaling as data grows. |
Elastic storage and scale-out filing systems available in enterprise/Cloud offering. |
Security & Compliance
(11 Yes /11 Known /11 Possible features)
|
User Access Control Role-based permissions for accessing platform features and data. |
User roles and access controls are fundamental security features. | |
|
Audit Logs Comprehensive logging of all user and system actions for compliance. |
Audit logs maintained for all major user and system activity. | |
|
Encryption at Rest Data is encrypted on disk and in database/storage. |
Industry-standard encryption at rest is documented for Tableau Cloud and Server solutions. | |
|
Encryption in Transit Data encrypted when being transferred between systems (e.g., SSL/TLS). |
Encryption in transit using SSL/TLS is standard for Tableau products. | |
|
GDPR/CCPA Compliance Supports processes to meet personal data regulations (European, US, etc). |
Tableau supports GDPR and CCPA compliance as part of its enterprise platform. | |
|
Regulatory Reporting Tools Automated tools or templates for industry regulatory reporting. |
Regulatory reporting templates and compliance dashboards are featured on Tableau for Insurance solution page. | |
|
Data Retention Policy Management Automatic enforcement of data archiving and deletion in line with regulations. |
Retention policy tools available for cloud and on-premise versions. | |
|
Multi-factor Authentication Support for two-factor or multi-factor authentication for user access. |
Multi-factor authentication (MFA) is available for Tableau Cloud logins. | |
|
Single Sign-On (SSO) Integration with enterprise identity providers via SSO. |
Single Sign-On (SSO) available for enterprise identity providers. | |
|
Penetration Testing Regular third-party security assessments of the platform. |
Tableau undergoes regular independent penetration & security testing. | |
|
Role-based Data Access Granular control over which users can view or edit specific data sets. |
Role-based data access is configurable in Tableau. |
User Experience & Collaboration
(8 Yes /8 Known /11 Possible features)
|
Custom Dashboards Users can configure and personalize analytical dashboards. |
Custom dashboards, drill-downs and personalizations are widely used Tableau capabilities. | |
|
Report Scheduling Automatic generation and distribution of reports on a set schedule. |
Report scheduling and automated distribution available in Server and Cloud versions. | |
|
Annotation & Commenting Inline commenting and annotation tools for team collaboration. |
In-line annotations and commenting are supported for dashboards in Tableau Cloud. | |
|
Mobile Access Full functionality or at least key insights available on mobile devices. |
Tableau Mobile app provides mobile access to dashboards and interactive insights. | |
|
Multilingual Interface Support for multiple languages in the user interface. |
Tableau supports multilingual environments and content localization. | |
|
Guided Onboarding Step-by-step training or walkthroughs for new users. |
No information available | |
|
Role-based Interface Customization UI adapts to user’s functions (e.g., actuary, underwriter, claims manager). |
No information available | |
|
Document Sharing Direct sharing or export of dashboard, reports, and models. |
Direct sharing/export of dashboards, reports, and models is a fundamental Tableau feature. | |
|
Collaboration Workspace Centralized project or workspace for teams to manage analytics projects. |
Workbooks, comments, and versioning in Tableau Cloud provide a collaboration workspace. | |
|
User Feedback Loop Mechanisms for users to suggest improvements, report bugs, or request features. |
No information available | |
|
Accessibility Compliance Meets standards such as WCAG for users with disabilities. |
Tableau is WCAG 2.0 AA compliant for accessibility. |
Visualization & Reporting
(10 Yes /10 Known /11 Possible features)
|
Custom Visualization Library Wide variety of graph, chart, and diagram types beyond basic bar and line types. |
Vast visualization library including custom types beyond basic charts. | |
|
Drill-down Capabilities View detailed information and trace factors behind each prediction or trend. |
Drill-down capabilities at any dashboard or report level. | |
|
Geospatial Mapping Visualization of data on geographic maps to track claim concentrations, risk zones, etc. |
Geospatial mapping is a featured visualization type for claims/risk assessment. | |
|
Temporal Analysis Tools Visualization of trends and predictions over time. |
Temporal analysis features available for tracking trends over time. | |
|
Export to PDF/Excel/PowerPoint Direct download or export of reports in common formats. |
Standard export to PDF, Excel, PowerPoint as core Tableau functions. | |
|
Interactive Dashboards Live updating and interactive filtering of visualizations. |
Interactive dashboards are a primary feature mentioned in product summary. | |
|
Custom Report Templates Library or builder for creating company-branded report templates. |
Custom report templates and company branding are supported in Tableau. | |
|
KPI Tracking Monitor key insurance performance indicators alongside predictive model outputs. |
KPI tracking widgets and dashboards specifically called out for insurance analytics. | |
|
Scheduled Email Distribution Automated periodic sending of insights and reports to stakeholders. |
Automated scheduled email distribution of dashboards/insights supported. | |
|
What-if Scenario Analysis Test the outcome of hypothetical situations through simulation. |
No information available | |
|
Embedded Analytics Ability to embed visualizations in external portals or applications. |
Embedded analytics is supported for embedding Tableau visualizations in external applications/portals. |
Deployment & Integration Options
(10 Yes /10 Known /11 Possible features)
|
Cloud Deployment SaaS or managed cloud hosting for rapid rollout and scalability. |
Cloud deployment is available via Tableau Cloud SaaS platform. | |
|
On-premise Deployment Support for installation within insurer’s own infrastructure. |
On-premise deployment supported with Tableau Server. | |
|
Hybrid Deployment Ability to split workloads and data between cloud and on-premise environments. |
Hybrid deployment scenarios (cloud + on-premise) possible using Tableau Bridge. | |
|
Open RESTful APIs Public APIs to facilitate integration with legacy and new insurance systems. |
RESTful and public APIs are available for integration. | |
|
Webhooks Support Real-time notification and workflow triggers for external systems. |
No information available | |
|
SDKs for Developers Software development kits in common languages for custom integration. |
SDKs available for Python, JavaScript, R, and other languages for custom integration. | |
|
Data Export Formats Number of file formats supported for export. |
undefined Exports supported for Excel, CSV, PDF, image, JSON, and more. |
|
|
Third-Party Service Integration Certified connectors for CRMs, ERPs, DWHs, or vertical insurance platforms. |
Integration available with major CRMs, ERPs, DWHs, and insurance vertical platforms. | |
|
Containerization Support Ability to deploy solutions using Docker, Kubernetes, or similar technologies. |
Docker and Kubernetes container deployment are supported for Tableau Server. | |
|
Zero Downtime Deployments Update the platform without user disruption. |
Zero downtime deployments supported in enterprise/cloud. | |
|
Custom Integration Services Professional services or tools for bespoke system integrations. |
Custom professional services and integration support offered by Tableau/Salesforce and partners. |
Monitoring & Model Management
(1 Yes /1 Known /11 Possible features)
|
Model Performance Dashboards Real-time status and KPI views for all deployed models. |
No information available | |
|
Drift Detection Automated detection when model input or output distributions change significantly. |
No information available | |
|
Scheduled Model Retraining Automatic retraining of models on updated data. |
No information available | |
|
Model Health Alerts Notifications when models underperform or exhibit anomalies. |
Notifications and alerts can be configured for outlier model results or dashboard updates. | |
|
A/B Testing Framework Can run multiple models in parallel to determine best outcomes. |
No information available | |
|
Shadow Deployment Deploy test models alongside production for comparison without affecting outcomes. |
No information available | |
|
Manual Model Override Ability for responsible users to override automated predictions if required. |
No information available | |
|
Model Comparison Reports Automatically generated reports comparing model results and accuracy. |
No information available | |
|
Automated Model Archival Old or superseded models can be archived and restored if needed. |
No information available | |
|
Custom Logging Levels Configurable granularity of operational and error logs for models. |
No information available | |
|
Explainability Monitoring Ongoing measurement of explainability scores for deployed models. |
No information available |
Insurance-Specific Functionality
(9 Yes /9 Known /11 Possible features)
|
Claims Frequency Modeling Templates or wizards for predicting claim counts per time period or policy cohort. |
Claims frequency modeling templates can be constructed; sample industry dashboards are provided. | |
|
Loss Severity Modeling Support for modeling and predicting potential cost per claim. |
Loss severity and claims cost modeling example dashboards and analytics are available. | |
|
Customer Lifetime Value Prediction Tools to estimate future profitability of policyholders. |
No information available | |
|
Fraud Detection Modules Pre-built modules or scripts for identifying potentially fraudulent claims. |
Pre-built fraud analysis dashboards and modules for claims are provided. | |
|
Churn/Renewal Prediction Predicting which policyholders are likely to lapse or renew contracts. |
Churn and renewal analytics dashboards are featured for insurance clients. | |
|
Risk Pool Segmentation Algorithmic grouping of policies/customers with similar risk characteristics. |
Risk pool and segment-based dashboards/visuals are supported. | |
|
Catastrophe Modeling Scenario modeling for weather, disaster, or other catastrophic event impacts. |
Tableau can visualize and support catastrophe (cat) scenario models via geospatial and outcome dashboards. | |
|
Quotation Optimization Predictive pricing to optimize quote conversion while managing risk. |
Quotation optimization and pricing analytics dashboards described in insurance case studies. | |
|
Regulatory Compliance KPIs Dashboards or reports targeting regional insurance regulatory requirements. |
Regulatory compliance KPIs available in dashboard templates and reporting tools. | |
|
Reinsurance Analytics Integration Built-in support for actuarial or portfolio-level analytics for reinsurers. |
No information available | |
|
Underwriting Decision Support Predictive analytics specifically designed for supporting underwriters. |
Underwriting portfolio and decision analysis are specifically mentioned. |
Support, Documentation, and Training
(9 Yes /9 Known /10 Possible features)
|
Comprehensive User Documentation Access to manuals, guides, and API docs. |
Comprehensive user documentation, guides, and API docs available in Tableau Help and Knowledge Base. | |
|
In-Platform Help Contextual help, tutorials, and support widgets within the UI. |
In-platform help, tooltips, and tutorial widgets are available. | |
|
Online Knowledge Base Searchable library of FAQs, troubleshooting tips, and community discussions. |
Online knowledge base is maintained by Tableau and Salesforce. | |
|
24/7 Support Availability Around-the-clock access to technical and business support. |
24/7 support included for enterprise customers. | |
|
Dedicated Account Manager Named advisor for onboarding and ongoing account support. |
Named account manager and customer success reps assigned for enterprise/insurance clients. | |
|
Custom Training Programs Role-based or use-case-based remote or on-site training. |
Custom training programs, both remote and onsite, are provided. | |
|
Professional Services Consulting, configuration, and hands-on setup services. |
Professional services and consulting available through Tableau and partners. | |
|
User Community Portal Online forums for networking, sharing experiences, and best practices. |
Active user community portal (Tableau Community) exists for discussion and best practice sharing. | |
|
Release Notes & Change Logs Detailed updates on platform enhancements and bug fixes. |
Detailed release notes, version change logs, and patch notes are published with every update. | |
|
Sandbox Environment Safe, isolated environment for new user experimentation. |
No information available |
Business Intelligence Dashboards for Business Intelligence and Analytics
Visual interfaces that present key performance indicators, trends, and operational metrics to insurance executives and managers in intuitive formats.
More Business Intelligence Dashboards
More Business Intelligence and Analytics ...
Data Integration & Connectivity
(10 Yes /10 Known /11 Possible features)
|
Multiple Data Source Connections Ability to connect to diverse data sources such as policy admin systems, claims databases, CRM, spreadsheets, and APIs. |
Notes mention integration with major insurance data sources. Tableau supports diverse source connections (including APIs, spreadsheets, policy admin, CRM, etc.). | |
|
Real-time Data Sync Updates and synchronizes dashboard data in real-time with source systems. |
Interactive dashboards and real-time data analysis imply real-time sync is possible; official Tableau documentation confirms this capability with certain connectors. | |
|
Scheduled Data Refresh Supports automated and scheduled refresh intervals for dashboard data. |
Scheduled refreshes are standard in Tableau; users can schedule extraction refreshes for dashboards. | |
|
Custom Data Connectors Ability to create or configure custom connectors to proprietary systems. |
Tableau allows creation of custom data connectors (via Tableau Connector SDK). | |
|
Data Blending & Merging Combines data from multiple sources into unified visualizations. |
Data blending and merging from multiple sources is a core Tableau functionality. | |
|
ETL Tools Integration Integrates with ETL (Extract, Transform, Load) tools to facilitate complex data transformations. |
Tableau integrates with ETL tools such as Informatica, Talend, Alteryx, etc. | |
|
Cloud Data Integration Connects seamlessly to cloud-based data lakes or warehouses. |
Seamless integration with cloud data lakes/warehouses (Snowflake, Redshift, BigQuery, Azure, etc.) is supported. | |
|
On-premises Data Integration Supports secure integration with local, on-premises databases. |
Supports on-premises database connections (SQL Server, Oracle, etc.). | |
|
Data Import/Export Formats Allows import/export in multiple formats (CSV, Excel, JSON, XML, etc.) |
Tableau supports imports/exports in multiple formats (CSV, Excel, JSON, XML, etc.). | |
|
Data Pre-processing Capabilities Offers built-in tools for filtering, cleansing, or preprocessing imported data. |
Built-in pre-processing (filter, cleansing, data prep via Tableau Prep and in-product tools). | |
|
Maximum Number of Simultaneous Connections The maximum number of live data sources connected at once. |
No information available |
Visualization Options & Flexibility
(9 Yes /9 Known /11 Possible features)
|
Variety of Visualizations Support for charts, graphs, maps, tables, gauges, and custom visuals. |
Tableau provides wide variety of charts, graphs, maps, tables, custom visuals. | |
|
Custom Visualization Development Ability to design and build custom visual components. |
Tableau supports custom visualization development via SDKs and JavaScript APIs. | |
|
Drag-and-drop Designer Offers drag-and-drop functionality for building dashboards easily. |
Tableau Designer provides drag-and-drop dashboard building. | |
|
Dashboard Templates Availability of configurable templates for insurance metrics and workflows. |
Custom dashboard templates available, including for insurance use-cases (via Tableau and partner marketplace). | |
|
Conditional Formatting Lets users apply rules-based color coding or formatting to indicators. |
Conditional formatting (color coding, icons, etc.) is extensively supported. | |
|
Dynamic Filtering & Slicing Allows visualizations to be filtered interactively from the UI. |
Dynamic filtering/slicing is standard feature in Tableau dashboards. | |
|
Drill-down & Hierarchies Users can drill deeper into data by clicking on dashboard elements. |
Drill-down and hierarchical navigation are supported via dashboard actions & hierarchies. | |
|
KPI Widgets Pre-built widgets for key insurance performance indicators. |
KPI widgets and pre-built insurance visualizations available (from Tableau and partners). | |
|
Geospatial Mapping Built-in mapping features for risk analysis by region/geography. |
Geospatial mapping is built-in and widely used for risk/regional analysis. | |
|
Visualization Render Speed Average time to render new or updated visualizations. |
No information available | |
|
Number of Simultaneous Visualizations Maximum number of visuals per dashboard page. |
No information available |
User Experience & Accessibility
(9 Yes /9 Known /10 Possible features)
|
Responsive Design Dashboards automatically adjust layout for desktop, tablet, and mobile devices. |
Dashboards are responsive—work across desktop, tablet, mobile, as also stated in Notes. | |
|
Accessibility Compliance Adheres to standards such as WCAG for usable interfaces by all employees. |
Salesforce/Tableau have strong accessibility efforts and claim WCAG compliance. | |
|
Multi-language Support Dashboards interface localizable for various languages. |
Tableau supports localization in several languages. | |
|
Self-service Analytics Non-technical users can build and modify dashboards without IT help. |
Self-service analytics—non-technical users can modify/build dashboards (core feature). | |
|
Search/Browse Capability Locate dashboards or metrics quickly using built-in search. |
Built-in search/browse for dashboards and metrics supported. | |
|
Help & Tutorials Offers embedded guidance, tooltips, or access to a knowledge base. |
Tableau includes guided help, tutorials, and tooltips. | |
|
User Customization End users can personalize their dashboard layouts or themes. |
Users can customize dashboard layouts and themes. | |
|
Keyboard Navigation All dashboard features are accessible via keyboard for accessibility. |
Keyboard navigation and accessibility shortcuts are available. | |
|
Mobile App Availability A native app is available for iOS/Android mobile devices. |
Native Tableau app for iOS/Android is available (as stated, mobile accessibility). | |
|
Concurrent User Support Maximum number of users simultaneously supported. |
No information available |
Data Security & Governance
(11 Yes /11 Known /11 Possible features)
|
Role-based Access Control (RBAC) Granular permissions for user groups and roles, restricting data visibility and actions. |
Tableau provides comprehensive RBAC for dashboards/data. | |
|
Row-level Security Restricts data access at the row level, ensuring users see only approved records. |
Row-level security is natively supported via filters/permissions. | |
|
Data Encryption at Rest Encrypts stored data to prevent unauthorized access. |
Data is encrypted at rest in Tableau Cloud/Server deployments. | |
|
Data Encryption in Transit Encrypts data exchanged between dashboard and users. |
Data in transit is encrypted (TLS); standard for Tableau Cloud/Server. | |
|
Comprehensive Audit Logs Tracks all access, changes, and usage of dashboards and underlying data. |
Audit logging is supported; tracks user actions, changes, and data access. | |
|
Compliance Certifications Certified for regulatory standards such as GDPR, HIPAA, SOC2, etc. |
Tableau is certified for GDPR, SOC2, and other standards. | |
|
Single Sign-On Support Integrates with enterprise identity management (SSO) solutions. |
Single sign-on (SSO) supported (SAML, OpenID, etc.). | |
|
Multi-factor Authentication Requires additional authentication factors for enhanced security. |
Multi-factor authentication can be enforced (Tableau Online, Server). | |
|
Data Masking/Redaction Automatically conceals sensitive data fields in reports and exports. |
Data masking/redaction possible via permissions and calculated fields. | |
|
Disaster Recovery/Backup Automated backup, redundancy, and quick restore options. |
Disaster recovery/backup are standard for Tableau Server/Cloud. | |
|
Retention Policy Controls Configurable policies for historical data retention and purging. |
Historical retention policies are configurable (via Tableau Server/Cloud). |
Collaboration & Sharing
(8 Yes /8 Known /10 Possible features)
|
Dashboard Sharing Share dashboards with internal or external users via links or email. |
Dashboards can be shared internally/externally via links/email. | |
|
Co-authoring Multiple users can collaboratively design and modify dashboards in real time. |
Co-authoring supported via Tableau Cloud/Server/web editing. | |
|
In-dashboard Commenting Users can add contextual comments or notes to visual elements. |
In-dashboard commenting and annotation are available in Tableau Cloud and Server. | |
|
Annotation Tools Mark or highlight visualizations for emphasis or clarification. |
Annotation and highlighting available on visualizations. | |
|
Version Control Tracks changes made to dashboards and restores previous versions. |
Version history and version control functions are available. | |
|
Embed Dashboards Ability to embed dashboards into other applications or intranets. |
Tableau dashboards can be embedded in external apps via embedding API. | |
|
Public/Private Dashboards Control whether dashboards are discoverable or accessible by all authenticated users. |
Dashboards can be set public/private as needed. | |
|
PDF/Static Export Export dashboards/reports as PDFs or images for offline sharing. |
Export as PDF/Image is supported. | |
|
Usage Analytics for Shared Content Tracks user engagement and interactions with shared dashboards. |
No information available | |
|
Maximum Number of Collaboration Contributors Limit on active collaborators per single dashboard. |
No information available |
Reporting & Alerting
(6 Yes /6 Known /8 Possible features)
|
Automated Report Scheduling Set schedules to deliver periodic dashboard reports via email or other channels. |
Automated report/email scheduling is standard feature in Tableau. | |
|
Ad-hoc Reporting Generate custom, on-demand reports quickly. |
Ad-hoc report creation and customization are supported. | |
|
Custom Alerts and Notifications Configure alerts for threshold breaches, anomalies, or specific events. |
Custom alerts/notifications (based on thresholds, KPIs) available in Tableau. | |
|
Multi-channel Alerting Supports delivering alerts by email, SMS, app notifications, etc. |
Alerts can be sent via email; some integrations support SMS/app notifications. | |
|
Report Distribution Lists Manage groups of recipients for automated distribution. |
Report distribution lists are supported. | |
|
Report Format Flexibility Supports exporting reports in various formats (Excel, PDF, HTML, CSV). |
Reports can be exported in Excel, PDF, CSV, and more. | |
|
Alert Reaction Time Average latency between event detection and alert delivery. |
No information available | |
|
Maximum Number of Active Alerts Limit on simultaneously configured automated alerts. |
No information available |
Advanced Analytics & Insights
(8 Yes /8 Known /8 Possible features)
|
Predictive Analytics Integration Natively supports predictive modeling for loss ratio or risk analysis. |
Predictive analytics integration is referenced in Notes, and Tableau has built-in/premium support for predictive modeling. | |
|
Machine Learning & AI Insights Incorporates ML/AI features to highlight trends, risks, or anomalies. |
Machine learning and AI insights available via extensions and integration (Salesforce Einstein, Python/R integration). | |
|
What-if/Scenario Analysis Model different strategic or operational scenarios interactively. |
What-if/scenario analysis is supported using parameter controls and calculated fields. | |
|
Goal Tracking & Forecasting Visualizes progress towards KPIs and projects future performance. |
Goal tracking, KPI measurement, forecasting are built-in Tableau dashboard functions. | |
|
Anomaly Detection Automatically highlights outliers or unexpected trends in key metrics. |
Anomaly detection is available via ML integration, calculated fields, extensions. | |
|
Natural Language Query Allow users to type questions in plain language and receive insights. |
Tableau supports natural language queries through Ask Data. | |
|
Integration with R/Python Scripts Supports advanced analytic models written in R/Python. |
Tableau supports integration with R/Python for advanced analytics. | |
|
Custom Calculated Metrics Create user-defined formulas for derived KPIs. |
Custom calculations and user-defined fields are standard Tableau features. |
Scalability & Performance
(2 Yes /2 Known /6 Possible features)
|
Horizontal & Vertical Scalability Can handle increasing users (horizontal) and data volume (vertical) with minimal performance drop. |
Tableau scales horizontally/vertically to handle large data and user volumes. | |
|
Load Balancing Supports balancing of requests and resources in high-traffic environments. |
Load balancing is supported in enterprise Tableau Server deployments. | |
|
Concurrent Query Handling Number of simultaneous data queries supported without lag. |
No information available | |
|
Dashboard Load Time Average time to open complex dashboards. |
No information available | |
|
Historical Data Storage Limit Maximum volume of historical data stored for accessible analysis. |
No information available | |
|
Number of Supported Users Scale of users supported under concurrent usage. |
No information available |
Customizability & Extensibility
(7 Yes /7 Known /7 Possible features)
|
White-labelling Ability to brand dashboards for internal or client use. |
White-labelling is supported via configuration options. | |
|
Custom Theme Support Adapt look and feel to align with organization’s branding. |
Custom theme support available for branding/alignment. | |
|
API Access Comprehensive REST or GraphQL APIs for custom integration. |
API access (REST, JavaScript, and embedding APIs) is widely used. | |
|
Plugin/Add-on Framework Support for third-party or custom extensions. |
Plugin/add-on framework supported (via Tableau Extensions). | |
|
Custom Scripting Support for custom business logic or interactivity using scripts. |
Custom scripting for business logic/interactivity possible (JavaScript API, Python/R integration). | |
|
Custom User Roles Define unique roles with tailored permissions beyond defaults. |
Custom user roles are defined via Tableau permissions model. | |
|
Integration with Workflow/Automation Tools Interoperable with workflow or RPA tools for process enablement. |
Integration with workflow/automation tools (Salesforce Flow, Zapier, etc.) possible. |
Support, Training & Vendor Ecosystem
(8 Yes /8 Known /8 Possible features)
|
24/7 Technical Support Live technical support around the clock. |
24/7 tech support is provided for enterprise customers. | |
|
Online Documentation Well-maintained, searchable user guides and API docs. |
Comprehensive, searchable online documentation is available. | |
|
Video Tutorials Comprehensive video courses or walkthroughs for new users. |
Video tutorials for new and existing users are provided by Tableau. | |
|
Onboarding Services Assisted onboarding to speed up value realization. |
Onboarding services and training are available via Tableau partners and Salesforce. | |
|
Dedicated Account Manager Named contact at the vendor for ongoing relationship and escalation. |
Dedicated account manager provided for enterprise contracts. | |
|
Partner Marketplace Ecosystem of certified solution providers for integration or consulting. |
Salesforce/Tableau offer a partner marketplace for connectors, apps, and service providers. | |
|
User Community & Forums Active peer discussion boards and community support. |
Tableau user community and forums are robust and active. | |
|
Service-Level Agreement (SLA) Defined SLA for uptime, support response times, and resolution. |
Standard service-level agreements available for Tableau Cloud. |
Self-Service Analytics Tools for Business Intelligence and Analytics
User-friendly applications that allow business users to create their own reports, conduct analyses, and explore data without relying on IT specialists.
More Self-Service Analytics Tools
More Business Intelligence and Analytics ...
User Experience & Accessibility
(11 Yes /11 Known /11 Possible features)
|
Intuitive User Interface A visually clear and well-organized interface that allows users to find and use functionalities easily. |
Tableau is renowned for its highly intuitive and visually organized user interface, widely cited in user reviews and evident from product demos and screenshots. | |
|
Customizable Dashboards Ability for users to create, save, and personalize dashboards according to their preferences. |
Customizable dashboards are a core feature of Tableau. Users can create, modify, and save their own dashboards. | |
|
Drag-and-Drop Report Builder Feature for users to construct reports visually by dragging and dropping elements. |
Tableau offers drag-and-drop functionality for report and dashboard building, as shown in product documentation and videos. | |
|
Role-based Access Controls Tools to allocate permissions based on user roles to ensure data security and governance. |
Tableau supports robust role-based access control for data security and governance. | |
|
Mobile Access Support for mobile devices via responsive design or dedicated apps. |
Mobile access is supported via native mobile apps and responsive design. | |
|
Natural Language Query (NLQ) Users can type questions in plain language to query data or generate reports. |
Tableau provides 'Ask Data' for Natural Language Query, allowing users to query data using plain English. | |
|
Localization & Language Support Availability of the tool in multiple languages to support global teams. |
Tableau supports localization and many languages for the interface. | |
|
Onboarding Tutorials In-app tutorials or walkthroughs to assist new users. |
Tableau offers onboarding tutorials and interactive walkthroughs for new users. | |
|
Keyboard Shortcuts Productivity-enhancing shortcut keys. |
Keyboard shortcuts are available for various actions as per Tableau documentation. | |
|
Accessibility Compliance Supports accessibility standards (e.g., WCAG) for users with disabilities. |
Tableau invests in accessibility and aims for WCAG compliance, but full compliance may depend on use case and customization. Generally strong support. | |
|
Custom Themes & Branding Ability to tailor the interface’s look and feel to align with corporate branding. |
User interface themes and branding can be customized to match corporate standards. |
Data Connectivity & Integration
(8 Yes /8 Known /10 Possible features)
|
Broad Data Source Connectivity Ability to connect with various databases, data warehouses, APIs, cloud storage, and CSV/Excel files. |
Tableau is known for its broad connectivity to various data sources, including databases, APIs, cloud storage, and insurance-specific connectors. | |
|
Real-time Data Updating Capability for real-time or near-real-time data refresh from source systems. |
Tableau supports real-time or near-real-time data updating depending on data source and implementation. | |
|
Batch Data Import Support for scheduled or manual bulk data imports. |
Batch data import, both scheduled and manual, is a core Tableau functionality. | |
|
Data Blending Ability to combine data from multiple sources into a single view. |
Tableau supports data blending from multiple sources into a unified view. | |
|
Data Model Customization Ability for users to extend or adapt existing data models. |
Data model customization is available through calculated fields, unions, joins, and custom tables. | |
|
No/Low-Code Integration Data connectivity achievable without writing code or via visual interfaces. |
Integration of sources can be set up through a visual, low-code/no-code interface. | |
|
Automated Data Mapping Assists in mapping imported fields to data model or report fields. |
Field mapping is typically automated or visually assisted in Tableau's data preparation flows. | |
|
API Support Availability of APIs for advanced integrations and automation. |
Comprehensive API support is available for advanced integration and automation. | |
|
Maximum Simultaneous Data Connections The maximum number of concurrent data source connections supported. |
No information available | |
|
Data Query Speed Average latency to retrieve and render data from sources. |
No information available |
Data Preparation & Management
(8 Yes /8 Known /10 Possible features)
|
In-app Data Cleansing Ability to detect and handle duplicates, missing values, and errors within the tool. |
Tableau Prep and Tableau Desktop allow in-app cleansing, including handling duplicates and missing values. | |
|
Data Transformation Functions Pre-built operations for joining, pivoting, aggregating, and formatting data. |
Robust data transformation functions are available, such as pivoting, joining, aggregations, etc. | |
|
Calculated Columns/Fields Allows users to create new fields based on formulas or logic. |
Calculated fields and columns are a core feature in Tableau. | |
|
Self-service Data Modeling Enables users to define relationships and hierarchies without IT involvement. |
Self-service modeling is a key value proposition for Tableau; business users can define relationships without IT. | |
|
Data Lineage Tracking Tracks data flows and transformations from source to report. |
No information available | |
|
Data Quality Indicators Displays data validity, freshness, and completeness to the end-user. |
Data quality indicators such as freshness, completeness, and quality are available or can be configured on dashboards. | |
|
Ingestion Throughput Maximum volume of data that can be ingested per hour. |
No information available | |
|
Undo/Redo Data Changes Support for rolling back or reapplying data preparation steps. |
Undo/Redo for transformations and data preparation is included via Tableau Prep. | |
|
Data Retention Settings Ability to set policies for how long data is stored within the tool. |
Data retention policies can be configured at the Tableau Server/Data Source level. | |
|
Metadata Management Tools for managing data dictionaries, tagging, and field descriptions. |
Metadata management tools, including data dictionaries and field tagging, are part of Tableau's data model features. |
Analytics & Reporting Capabilities
(9 Yes /9 Known /11 Possible features)
|
Wide Range of Visualization Types Variety of chart types, maps, and custom visualization options. |
Tableau offers a very wide range of visualization types, including custom viz from extensions. | |
|
Ad Hoc Query/Analysis Users can construct and modify queries on the fly without IT help. |
Ad hoc querying and flexible analysis are fundamental Tableau features, enabling non-IT users to explore data. | |
|
Automated Insights/Recommendations Tool proactively surfaces trends and anomalies. |
Tableau's 'Explain Data' and other analytics tools proactively surface trends and outliers. | |
|
Drill-down/Drill-through Ability to navigate from summary-level data to granular transaction details. |
Drill-down and drill-through interactivity is core to Tableau dashboards. | |
|
Time Series Analysis Specialized support for analyzing trends over time. |
Trend lines, forecasting, and time series analysis are key Tableau capabilities. | |
|
Comparative Analysis Easily compare multiple data sets, cohorts, or time periods. |
Comparative analysis features are available through dashboard design and built-in viz options. | |
|
Pivot Tables Dynamic summarization and reorganization of data in table form. |
Pivot tables (cross-tabs) are supported in Tableau worksheets. | |
|
Scheduled Reports Ability to automate report generation and distribution at set intervals. |
Scheduled report distribution is available via Tableau Server and Tableau Online. | |
|
Maximum Report Size The limit on the number of rows or fields that can be included in a report. |
No information available | |
|
Export Formats Supported Variety of available formats for exporting reports, such as PDF, Excel, CSV. |
No information available | |
|
Geospatial/Map Analytics Support for spatial data and map-based visualization. |
Geospatial mapping and analytics are highly featured in Tableau, including integration with Mapbox and spatial files. |
Collaboration & Sharing
(7 Yes /7 Known /9 Possible features)
|
Report & Dashboard Sharing Users can share their work directly with others inside or outside the organization. |
Reports and dashboards can be directly shared within Tableau or via externally accessible links. | |
|
Annotations & Comments Ability to add context and notes directly onto reports and visuals. |
Annotations and comments can be placed on visualizations, with context preserved. | |
|
Real-time Collaboration Multiple users can edit, comment, or build dashboards simultaneously. |
Tableau supports real-time collaboration including shared editing and live co-authoring. | |
|
Publish to Web/Embed Reports or dashboards can be embedded in other web applications or portals. |
Dashboards and reports can be embedded into other web apps and company portals. | |
|
Version Control Track changes and manage multiple versions of reports or dashboards. |
Version history and control are available for dashboards and content in Tableau Server/Online. | |
|
Email Distribution Automated or ad hoc distribution of reports via email. |
Reports can be set up for automatic or ad hoc distribution via email. | |
|
User Activity Logs Tracks viewing, editing, and sharing activity for collaboration oversight. |
User activity logs are maintained by Tableau Server and Online to track viewing, editing, and sharing. | |
|
Approval Workflows Built-in processes for reviewing and approving analytics outputs. |
No information available | |
|
Max Simultaneous Editors Maximum number of users who can actively work on the same dashboard or report. |
No information available |
Security & Compliance
(9 Yes /9 Known /9 Possible features)
|
Encryption In-Transit Protects data transfers from source to tool via strong cryptography. |
Tableau uses SSL/TLS for secure encryption in transit. | |
|
Encryption At-Rest Stored data is encrypted to prevent unauthorized access. |
Stored data is encrypted at rest for Tableau Online and Server. | |
|
Audit Trails Tracks all user activities for security and compliance reviews. |
Audit trails are provided for all significant user interaction within Tableau Server and Online. | |
|
Single Sign-On (SSO) Integration Integration with enterprise SSO solutions for authentication. |
Single sign-on (SSO) integration is available for enterprise authentication. | |
|
SOC 2/ISO 27001 Compliance Certification for industry security best practices. |
Tableau (Salesforce) has certifications, including SOC 2 Type II, and aligns with ISO 27001 standards. | |
|
Granular Permission Settings Allow custom, fine-grained control over user and group permissions. |
Granular permissions can be set for users and groups for fine-grained data and report access. | |
|
Data Masking Ability to obscure sensitive data within the analytics environment. |
Data masking can be configured to restrict sensitive data in dashboards. | |
|
GDPR/CCPA Support Features to help comply with data privacy regulations. |
Helps support GDPR and CCPA compliance via data privacy tools and customer agreements. | |
|
Password Policy Management Admin controls over password complexity and expiration across accounts. |
Password policies can be managed via Tableau Server/Online configuration. |
Scalability & Performance
(3 Yes /3 Known /7 Possible features)
|
Concurrent User Support Maximum number of users who can use the product at once without performance degradation. |
No information available | |
|
Data Volume Handling Total volume of data that the tool can store or process efficiently. |
No information available | |
|
Average Query Response Time The typical time from request to response for user queries. |
No information available | |
|
Elastic Cloud Resources Ability to scale compute and storage resources up or down automatically. |
On Tableau Cloud, resources scale elastically to meet utilization. | |
|
High Availability Built-in redundancy and failover to ensure minimal downtime. |
Tableau Cloud/Server are architected for high availability with redundancy and failover. | |
|
Disaster Recovery Capabilities for automated backups and restoring operations in event of failure. |
Automated backups and disaster recovery options are available for Tableau Cloud and Server. | |
|
Processing Throughput Maximum rate of data processed per minute. |
No information available |
Advanced Analytics & AI
(7 Yes /7 Known /9 Possible features)
|
Pre-built Statistical Functions Range of built-in statistical and mathematical functions (e.g., regression, clustering, forecasting). |
Deployments include many pre-built statistical and mathematical functions for analytics. | |
|
Integration with ML Frameworks Ability to import/export models or call out to platforms like Python/R/TensorFlow. |
Integration with Python, R, and external ML frameworks is documented for Tableau. | |
|
Predictive Analytics Workflows Tooling for business users to set up and run predictive models. |
Predictive analytics workflows are available, especially with integration to Einstein Discovery and other extensions. | |
|
Anomaly Detection Automated identification and flagging of unusual patterns or outliers. |
Anomaly detection is supported via built-in AI tools and calculated logic. | |
|
Natural Language Generation (NLG) Automatic narrative summaries of trends and key findings in simple language. |
Natural language generation extensions and the 'Explain Data' feature support data narratives. | |
|
Scenario Analysis Simulate and compare alternative business or risk scenarios. |
Scenario analysis is possible through parameterization, scenario dashboards, and what-if analysis functions. | |
|
Custom Script Support Ability to add custom Python, R, or SQL code for advanced analytics. |
Custom scripts in R, Python, and SQL can be used for advance analytics in Tableau. | |
|
Model Versioning Track and compare multiple iterations of predictive models. |
No information available | |
|
Max Model Size Maximum size of a deployed machine learning model. |
No information available |
Deployment & Architecture
(6 Yes /6 Known /8 Possible features)
|
SaaS/Cloud Deployment Available as a cloud-based application delivered over the internet. |
Tableau Cloud is a SaaS/Cloud deployment and is widely used in this manner. | |
|
On-premise Deployment Ability to install and operate within customer-controlled infrastructure. |
Tableau Server allows on-premise deployments. | |
|
Hybrid Deployment Supports both on-premise and cloud deployment options in parallel. |
Hybrid deployment with both cloud and on-premise options is supported. | |
|
Multi-Tenant Support Ability to serve multiple clients or business units from a single instance. |
Multi-tenant support is available via Tableau Server Sites and Tableau Online multi-site features. | |
|
API-first Architecture Designed with robust, documented APIs for integration and extension. |
Tableau is designed to be API-first with REST and JavaScript APIs. | |
|
Containerization Support Supports deployment using containers such as Docker or Kubernetes. |
Containerization via Docker is supported for test and deployment scenarios. | |
|
Single Instance Uptime Guaranteed level of uptime for the main analytics environment. |
No information available | |
|
Disaster Recovery RTO Recovery time objective in minutes for disaster recovery scenarios. |
No information available |
Support & Community
(6 Yes /6 Known /7 Possible features)
|
24/7 Customer Support Around-the-clock support via phone, chat, or email. |
24/7 customer support is available for enterprise Tableau customers. | |
|
Dedicated Account Manager Assigned contact-person for business partnership management. |
Dedicated account management is offered to enterprise customers. | |
|
In-product Help Embedded context-sensitive help and documentation. |
In-product help and documentation are embedded throughout Tableau. | |
|
Online Knowledge Base Public or private web resource for product documentation and best practices. |
A comprehensive online knowledge base is maintained by Tableau. | |
|
User Community Forum An online community where users can ask questions and share tips. |
User community forums are very active (community.tableau.com). | |
|
Training & Certification Formal training tracks and product certification programs. |
Training and certification programs are available via Tableau's own and partner platforms. | |
|
Time to Initial Response Guaranteed maximum delay before first contact from support. |
No information available |
Cost & Licensing
(5 Yes /5 Known /6 Possible features)
|
Transparent Pricing Clear and accessible information about all product costs. |
Tableau provides clear, transparent pricing online and through sales. | |
|
Flexible Licensing Options Multiple ways to purchase or license the product (e.g., subscription, per-user, enterprise). |
Flexible licensing including role-based, subscription, and enterprise plans. | |
|
Tiered Feature Packages Product features bundled into different price points or packages. |
Features are structured in tiered packages such as Creator, Explorer, and Viewer. | |
|
Free Trial Availability Users can evaluate the product without immediate payment. |
Free trial is prominently offered for Tableau products. | |
|
Pay-as-you-go Metering Usage-based billing options for flexible scaling. |
Tableau pricing includes pay-as-you-go (usage-based) metering for some cloud deployments. | |
|
Minimum Contract Term Shortest contract commitment available. |
No information available |
Insurance Data Warehouse Solutions for Business Intelligence and Analytics
Specialized data repositories that integrate information from multiple insurance systems, creating a unified view of policies, claims, customers, and financial data.
More Insurance Data Warehouse Solutions
More Business Intelligence and Analytics ...
Data Integration & Ingestion
(8 Yes /8 Known /13 Possible features)
|
Multi-Source Data Integration Ability to integrate data from diverse sources such as policy, claims, billing, CRM, and legacy systems. |
Notes mention integration with major insurance data sources; Tableau supports connecting to diverse sources (policy, claims, CRM, legacy) via connectors. | |
|
Real-Time Data Ingestion Ingestion of data in real or near real time from live systems and feeds. |
Real-time data analysis is explicitly mentioned in the notes; Tableau supports live queries and real-time ingestion from several backend databases. | |
|
Batch Data Processing Support for processing large sets of data in scheduled batches. |
. | No information available |
|
Data Pipeline Throughput Throughput of ingestion pipelines measured in data volume. |
No information available | |
|
Change Data Capture (CDC) Supports automatic detection and loading of changes from source systems. |
No information available | |
|
API Connectivity Ability to connect and ingest data via REST, SOAP, and other APIs. |
Tableau offers data ingestion via REST, OData, and other APIs; widely documented connectivity options. | |
|
File Format Support Supports multiple file formats like CSV, JSON, XML, Parquet, etc. |
Tableau supports import of CSV, JSON, Excel, XML, and other file formats. | |
|
Streaming Data Support Can ingest and process streaming event data from IoT, telematics, or external feeds. |
Tableau has connectors for streaming data sources (like Kafka, AWS Kinesis via plugins, web data connectors, etc). | |
|
Automated Schema Mapping Automates mapping between source data schemas and warehouse schema. |
No information available | |
|
Self-Service Data Loaders Business users can initiate data ingestions without IT involvement. |
Self-service is a Tableau core differentiator: business users can upload and blend data without IT. | |
|
Error Logging & Recovery Tracks ingestion errors, provides alerts, and supports recovery/retry. |
Tableau dashboards and server monitor errors and provide alerts for extract/refresh failures; recovery supported. | |
|
Manual Data Upload Ability to manually upload spreadsheets or files as supplemental data. |
Manual file upload is a basic Tableau feature for spreadsheets and data files. | |
|
Custom ETL Pipeline Support Ability to customize Extract-Transform-Load workflows for unique requirements. |
No information available |
Data Quality & Governance
(8 Yes /8 Known /13 Possible features)
|
Data Profiling Tools Tools to analyze and profile data quality upon entry. |
Tableau has built-in data profiling visualizations (Data Interpreter, Data Quality Warnings). | |
|
Data Cleansing Automates removal or correction of data errors, duplicates, and inconsistencies. |
Tableau Prep offers automated cleansing: removing errors, handling duplicates and transformations. | |
|
Data Lineage Tracking Ability to trace origins and transformations of data throughout the warehouse. |
No information available | |
|
Master Data Management (MDM) Centralizes and standardizes key data entities like customer and policy. |
No information available | |
|
Automated Data Validation Rules Supports setting up rules to enforce valid values and relationships. |
Tableau Prep enables rule-based data validation for workflows. | |
|
Reference Data Management Maintains dictionaries and lookup tables in a centralized location. |
No information available | |
|
Data Stewardship Workflows Assigns data ownership and stewardship for oversight. |
No information available | |
|
Audit Trails Comprehensive logs of all changes to data and metadata. |
Tableau offers logging and auditing of user/data changes on Tableau Server/Cloud. | |
|
GDPR/Compliance Tools Built-in tools to address regulatory requirements (like GDPR, CCPA, HIPAA). |
Tableau has features to help address GDPR, CCPA, HIPAA (e.g., data masking integrations, fine-grained permissions). | |
|
Data Retention Policies Ability to define and automate policies for data retention and purging. |
No information available | |
|
Anomaly Detection System identifies data outliers and unusual patterns during ingestion. |
Data quality warnings and anomaly detection add-on features are available. | |
|
Data Quality Dashboards Dashboards tracking key data quality metrics over time. |
Tableau has Data Quality Dashboards (with Tableau Data Management add-on). | |
|
De-duplication Capabilities Automated identification and merging of duplicate business entities. |
De-duplication is available in Tableau Prep workflows. |
Security & Access Control
(11 Yes /11 Known /12 Possible features)
|
Role-Based Access Control (RBAC) Permissions granted to users based on assigned roles and groups. |
Tableau Server/Cloud supports RBAC with groups and roles. | |
|
Single Sign-On (SSO) Supports enterprise SSO mechanisms for user authentication. |
Tableau supports Single Sign-On with SAML, OpenID, and major IdPs. | |
|
Multi-Factor Authentication (MFA) Requires an additional factor of authentication for access. |
Multi-Factor Authentication supported for Tableau Online, Server via major IdPs. | |
|
Data Encryption at Rest All stored data is encrypted. |
Data encryption at rest is supported on Tableau Server & cloud. | |
|
Data Encryption in Transit All data transferred into/out of the warehouse is encrypted. |
In-transit data encryption with SSL/TLS is standard for Tableau. | |
|
Granular Data Permissions Allows access controls at row, column, or object level. |
Permissions can be controlled at sheet, row, or field level via filters. | |
|
Audit Logging Comprehensive logs of user activity available for review. |
Audit logging is part of Tableau Server/Online admin tools. | |
|
Data Masking Sensitive fields can be obfuscated to unauthorized users. |
Tableau supports field and value-level data masking for sensitive fields. | |
|
User & Group Management Supports onboarding and offboarding of users, team management. |
User and group management built into Tableau. | |
|
Time-Limited Credentials Issue credentials that automatically expire. |
No information available | |
|
Compliance Certifications Product is certified for compliance (e.g. SOC 2, ISO 27001). |
Tableau Online/Cloud holds compliance certifications (e.g. SOC2, ISO 27001). | |
|
Security Incident Alerts Automatic alerts when security events are detected. |
Security incident alerts part of Tableau Online/Server monitoring. |
Data Modeling & Schema Management
(5 Yes /5 Known /11 Possible features)
|
Pre-Built Insurance Data Models Includes out-of-the-box models for policies, claims, reinsurance, finance, etc. |
No information available | |
|
Custom Data Modeling Allows creation and extension of custom data entity schemas. |
Users can define custom data models in Tableau Prep and Desktop. | |
|
Versioned Schema Management Supports version control for evolving data models. |
No information available | |
|
Logical & Physical Data Modeling Differentiates between conceptual/logical business models and technical/physical structures. |
No information available | |
|
Metadata Catalog Central repository of data element definitions and relationships. |
Tableau Data Catalog provides a metadata repository. | |
|
Relationship Mapping Flexible modeling of relationships between data entities (e.g., parent-child claims, party relationships). |
Relationship mapping and blending across multiple source tables is supported. | |
|
Time-Variant Data Structure Handles slowly changing dimensions and retroactive data corrections. |
No information available | |
|
Entity Resolution/Linking System can identify and link records representing the same real-world entity across systems. |
No information available | |
|
Automated Indexing Supports optimized indexing strategies for faster queries. |
No information available | |
|
Model Documentation Tools Ability to auto-generate entity-relationship diagrams and documentation. |
Model diagrams auto-generated by Tableau Prep flows. | |
|
Reusable Data Patterns Templates for common insurance data constructs (e.g., claims events). |
Reusable patterns possible using Tableau templates and workbook libraries. |
Performance & Scalability
(5 Yes /5 Known /10 Possible features)
|
Query Response Time Average time to respond to business intelligence queries. |
No information available | |
|
Concurrent User Support Maximum number of users supported at once. |
No information available | |
|
Data Storage Capacity Total volume of data supported. |
No information available | |
|
Elastic Scalability Automatically scales compute and storage resources as needed. |
Tableau Online/Server is cloud-based and auto-scales with usage. | |
|
High Availability Supports redundancy and failover for continuous operation. |
High availability and failover are supported in enterprise Tableau Server/Cloud configurations. | |
|
Automated Performance Tuning Continuously monitors and optimizes queries and data access. |
No information available | |
|
Partitioning & Sharding Supports breaking large tables into smaller, more manageable segments. |
No information available | |
|
Load Balancing Distributes traffic and compute load for optimal performance. |
Load balancing is a built-in feature for scale-out Tableau Server/cloud clusters. | |
|
Parallel Processing Can run multiple data loads and queries simultaneously. |
Parallel data extracts, refreshes, and query execution supported. | |
|
Performance Monitoring Dashboards Real-time dashboards of system performance and bottlenecks. |
Tableau Server/Online includes system usage and resource dashboards. |
Analytics & Business Intelligence
(11 Yes /11 Known /11 Possible features)
|
Built-in Reporting Tools Integrated reporting engine allowing ad hoc and scheduled reports. |
Built-in reporting is core: users create and schedule reports directly in Tableau. | |
|
Data Visualization Supports visualization dashboards, charts and interactive analytics. |
Visualization dashboards, charts, and analytics are Tableau's main value proposition. | |
|
Self-Service BI Business users can design their own dashboards and queries. |
Self-service BI is central to Tableau's platform—the main interaction method for business users. | |
|
Predictive Analytics Supports machine learning and predictive modeling use cases. |
Predictive analytics described in notes; Tableau integrates with R, Python, Einstein Discovery, and supports statistical models. | |
|
Embedded Analytics Enables embedding analytics widgets into external apps or portals. |
Embedded analytics available—Tableau dashboards can be embedded in external portals/apps. | |
|
Advanced Query Capabilities Supports complex insurance queries using SQL, Python, R, etc. |
Custom queries can be written in SQL; integrations with Python, R engines possible. | |
|
OLAP Cubes & Drilldown Online Analytical Processing cubes for drilldown analyses. |
OLAP-style analysis available with Tableau extract and cube integration. | |
|
Geospatial Analysis Supports location-based risk and exposure analytics. |
Geospatial analysis included with built-in mapping and risk visualization tools. | |
|
Pre-Built Insurance Dashboards Ready-made dashboards for claims, loss ratios, underwriting, etc. |
Pre-built insurance dashboards for claims, risk, and underwriting featured in solution templates. | |
|
Report Export Options Download reports in PDF, Excel, CSV, etc. |
Reports can be exported as PDF, Excel, CSV, and image formats. | |
|
Alerting & Notifications System can trigger alerts/notifications based on thresholds or events. |
Alerting/notification features available (subscriptions, data-driven alerts). |
Integration & Interoperability
(8 Yes /8 Known /10 Possible features)
|
Open API Access APIs available for external systems to access warehouse data. |
APIs (REST, JavaScript, hyper) allow external access to Tableau data/models. | |
|
Data Export Automation Automated scheduled export of data extracts to downstream systems. |
Automated extract/data export scheduling available in Tableau Server/Cloud. | |
|
Pre-Built Connectors Out-of-the-box connectors for major insurance admin systems. |
Connectors for Guidewire, Duck Creek, and other insurance platforms are available. | |
|
BI Tool Integration Certified connectors for common BI tools (Power BI, Tableau, Qlik, etc.) |
Tableau is certified for Power BI, Tableau integrations; direct connectors documented. | |
|
Cloud Data Sharing Seamless sharing of datasets with cloud partners/vendors. |
Cloud data sharing via Tableau Online and data extract links. | |
|
Data Marketplace Integration Connects to industry data marketplaces for enrichment. |
No information available | |
|
Webhooks Support event-driven integration with external applications. |
Webhooks available for event-driven integrations via Tableau Extensions API. | |
|
Custom Integration Toolkit Provides SDKs or code libraries for building integrations. |
SDKs and REST APIs available for custom integration and automation. | |
|
Third-Party Data Support Easily onboard and combine data from third-party providers. |
Integration with third-party data providers (AWS Marketplace, Azure Data, and more) available. | |
|
Data Federation Capabilities Combine on-premise, cloud, and external data virtually. |
No information available |
Disaster Recovery & Backup
(1 Yes /1 Known /8 Possible features)
|
Automated Backups Scheduled full and incremental backups of all data and configurations. |
Tableau Server/Cloud supports automated and incremental backups. | |
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Backup Retention Policy Ability to define retention windows for stored backups. |
No information available | |
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Offsite Backup Storage Backups are stored at a separate facility or cloud region. |
No information available | |
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Point-in-Time Recovery Restore warehouse to a specific point in time. |
No information available | |
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Failover/Hot Standby Supports hot standby systems for rapid failover. |
No information available | |
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Disaster Recovery Time Objective (RTO) Time required to restore full data warehouse operations. |
No information available | |
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Disaster Recovery Point Objective (RPO) Maximum data loss (in time) that can be tolerated. |
No information available | |
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Automated Recovery Testing Simulate disaster scenarios and test backup restoration automatically. |
No information available |
Compliance & Regulatory Reporting
(1 Yes /1 Known /8 Possible features)
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Out-of-Box Regulatory Reports Pre-built reports for compliance with NAIC, Solvency II, IFRS 17, etc. |
No information available | |
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Audit-Ready Data Retention Ensures data retention meets audit requirements. |
No information available | |
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E-Signature & Digital Audit Trails Support for digital signatures and tamper-proof change logs. |
No information available | |
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Custom Compliance Reporting Ability to define and automate custom regulatory reports. |
Custom compliance and regulatory reporting can be designed in Tableau. | |
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User Consent Management Collect and track consent for usage of personal data per regulations. |
No information available | |
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Data Residency Controls Define where data is physically stored to meet geographic regulations. |
No information available | |
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Automated Regulatory Filing System can electronically submit filings to regulators. |
No information available | |
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Regulatory Change Alerts Notifies users of legal or industry regulatory changes. |
No information available |
Usability & User Experience
(10 Yes /10 Known /10 Possible features)
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Intuitive User Interface Modern, easy-to-navigate interface for all user types. |
Tableau has a modern, highly intuitive UI designed for all user types. | |
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Role-Based Dashboards Tailored dashboards for underwriters, claims handlers, actuaries, etc. |
Role-based dashboards and workspace customizations are supported. | |
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Natural Language Querying Users can type questions or requests in plain English. |
Natural language querying included via 'Ask Data' feature. | |
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Mobile Access Optimized for tablet and smartphone access. |
Mobile accessibility and optimized mobile apps for Tableau are available. | |
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In-App Help & Tutorials Contextual help and step-by-step guidance built-in. |
In-app help and tutorials are thorough and contextually available in Tableau UI. | |
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Searchable Data Catalog Easy search across all data objects and definitions. |
Data catalog is searchable within Tableau Data Management. | |
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Customizable Themes Users can personalize look and feel. |
Customizable dashboard themes and personal workspace themes are supported. | |
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Multi-Language Support User interface supports several languages. |
Multi-language support is built-in (documentation and UI available in many languages). | |
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Accessibility Compliant with accessibility standards (WCAG, ADA). |
Tableau is WCAG and ADA compliant for accessibility. | |
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Favorites & Bookmarks Users can save often-used queries and reports. |
Bookmarks and favorites are supported for dashboards and queries. |
Deployment & Maintenance
(9 Yes /9 Known /9 Possible features)
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Cloud Deployment Available as a managed cloud service (SaaS/PaaS). |
Tableau Online/Cloud is offered as SaaS and supports managed service deployments. | |
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On-Premises Deployment Can be installed and operated on customer data centers. |
On-premises deployment supported via Tableau Server. | |
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Hybrid/Multi-Cloud Support Supports deployment across multiple cloud providers and on-premises. |
Tableau supports hybrid/multi-cloud data sources and deployment. | |
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Zero-Downtime Upgrades Software upgrades without user/business disruption. |
Zero-downtime upgrades possible with staged Tableau Server upgrades and cloud services. | |
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Automated Updates System can apply patches and upgrades automatically. |
Automated updates/push upgrades supported for cloud-based Tableau. | |
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SLA/Support Levels Guaranteed support response and resolution times. |
SLA/support options vary by contract, but available for all Tableau enterprise deployments. | |
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Monitoring & Alerting Tools Integrated operational health monitoring and alerting. |
Monitoring and alerting for operational health are integrated. | |
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API for DevOps Automation DevOps-friendly APIs for infrastructure-as-code management. |
APIs for DevOps automation (deployment, upgrade, config) are available for Tableau Server. | |
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Usage Analytics Track user adoption, engagement, and feature usage metrics. |
Usage analytics dashboards are standard in Tableau Server/Cloud admin UI. |
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