Analyze, Discuss and Enrich Your Data Experience
Elements for Tableau transforms dashboards from a data-consumer experience into a hub of actionable collaboration where teams can analyze, discuss and enrich data together directly in the Tableau experience, eliminating inefficiencies like resorting to emails and other external collaboration tools.
- Enables annotating complex aggregated and raw data along with its dimensions
- Managed data source option available for easy deployment and maintenance
- Easy-to-use form builder with multiple input field types helps streamline workflows
- Excel integration enables exporting and importing formatted tables for bulk editing and more
- Dashboard attachments introduce file manager functionality to Tableau
Make data easy to access, share, discuss and act on.
Elements for Tableau Benefits
With Elements for Tableau, your team can gain faster and better insights, improving decision-making ability across every function of the organization by eliminating inefficient and difficult-to-manage data review and communication processes.
Elements for Tableau makes it easy to tailor collaborative data analysis to the requirements of individual teams and use cases, streamlining data-related discussions and processes by keeping them in a single place while ensuring enterprise-grade security, compliance and access control.
Improve insight discovery
Enable collaboration to take place directly in your dashboards to promote team engagement with data and more frequent discovery of deeper insights
Make better decisions, faster
Create customized Tableau-based workflows that better serve the unique needs of users and management to improve time to decision and organizational effectiveness
Ensure security and compliance
Keep your data safe by storing annotations in a separate database and leverage compliance-ready features to meet the needs of the most demanding industries
We think these topics might interest you
Elements for Tableau Components
Elements for Tableau elevates the Tableau experience with a deeply customizable feature set designed to meet the needs of users across every level and function.
Talk to an expert about how Elements for Tableau can integrate with your environment and use cases.
Data annotation
Tailor data annotations to any use case: From simple comments on a data point to sophisticated survey forms, teams can create custom UIs and workflows inside Tableau dashboards.
Tags and notifications
Leverage a flexible tagging and notification system to ensure that users never miss an important message, update or task. Notifications readily support email, Teams and Slack, and their channel and content can be customized for each data point.
Access management
Provide easy and quick access to powerful access management tools and custom authentication methods. Create customized workspaces with unique database configurations and permission levels to control who sees what data.
Excel importing and exporting
Export tables from Tableau, bulk edit them in Excel and load them back through the extension to have all their newly added annotations/edits available inside Tableau.
Frequently Asked Questions about Tableau Elements
Yes, and that's exactly what makes Elements for Tableau valuable. Users can annotate data points, leave comments and build collaborative workflows without ever leaving their Tableau dashboard. Whether it's a simple note or a structured survey-style form, discussions happen right where the data lives.
Annotations are stored in a separate database, keeping them isolated and protected. We've built compliance-ready features designed to meet the requirements of even the most regulated industries. Combined with our robust access management controls, your data discussions remain as secure as the data itself.
Yes. We offer a managed data source option specifically designed to simplify deployment and ongoing maintenance. This makes it easier for teams to get Elements for Tableau up and running quickly while reducing the administrative overhead typically associated with managing Tableau dashboard solutions at enterprise scale.
Highly flexible. Our easy-to-use form builder supports multiple input field types, allowing teams to create everything from simple data-entry forms to sophisticated workflow automation tools—all within Tableau. It's designed so non-technical users can build and customize forms without requiring developer support.
Not entirely, but it significantly reduces dependence on them for data-related discussions. Elements for Tableau keeps annotations, workflows and team conversations inside your dashboards. For many teams, that eliminates the constant context-switching between Tableau, email, Slack and spreadsheets that slows down data-driven decision-making.
Absolutely. Our Excel integration lets users export formatted tables from Tableau, make bulk edits and import them back through the extension. All updated annotations and changes become immediately available inside Tableau, no manual re-entry, no version confusion, no switching between disconnected tools.
Elements for Tableau supports email, Microsoft Teams and Slack. What sets our notification system apart is its flexibility—both the channel and message content can be customized for each data point, ensuring the right people receive the right alerts without unnecessary noise cluttering their inboxes or feeds.
Yes. Our dashboard attachments feature introduces file manager functionality directly into Tableau. Teams can attach relevant files to dashboards, keeping supporting documents and data discussions in one centralized place—eliminating the frustration of hunting through email threads or external storage platforms for context.
Yes. Our access management tools let administrators create workspaces with unique database configurations and permission levels tailored to each team's needs. Custom authentication methods are also supported, giving organizations precise control over who sees what data—critical for enterprises with strict governance requirements.
Elements for Tableau supports annotation of both aggregated and raw data, including their dimensions. Teams can create simple point-level comments or build sophisticated survey-style forms with custom UIs—making our Tableau data annotation capabilities adaptable to virtually any use case, team structure or industry requirement.