Tableau
Your data is rich. Your dashboards should be too.
— See your data. Understand your business.
Pipeline by Stage, Live
Avg. Deal Size
£148k
↑ 12% vs last qtr
Churn Risk
4.2%
↑ 1.1% this month
Health Outcomes Dashboard, Q3
— What Is Tableau
From raw data to decisions that stick.
Tableau is a visual analytics platform, now part of Salesforce, that connects to any data source and publishes interactive dashboards your entire org can use. It goes far deeper than any reporting tool through LOD expressions, parameter-driven filtering, and VizQL, its own query language built for speed.
Where Salesforce's native reports cover the basics, Tableau handles the complex: multi-source data blending, custom calculations, and interactive dashboards your leadership will actually open every day.
A dashboard nobody opens isn't analytics, it's maintenance overhead. We build for adoption, not completion.
— Key Features
The engine behind every dashboard.
Key Features
Core Technology
Visual queries, engine-optimized.
VizQL is Tableau's proprietary query language. Every drag-and-drop action translates into an optimized database query, no SQL required from the user, no performance loss from abstraction. Tableau talks directly to your data source in the language it understands.
— Editions & Clouds
One platform, every deployment.
Tableau runs differently depending on where you need it. We implement every edition and know exactly which one fits your infrastructure, compliance needs, and budget.
Tableau Cloud
Fully managed SaaS hosted by Salesforce. No server administration, automatic upgrades, and built-in Salesforce SSO. The fastest path to production for most organisations.
- Automatic version upgrades
- Native Salesforce CRM integration
- Tableau Pulse AI digests included
- Multi-cloud data source connectors
CRM Analytics
Embeds directly inside Salesforce objects. Sales Cloud, Service Cloud, and Financial Services Cloud all support in-context dashboards without a separate license portal.
- Built on Salesforce data model
- SAQL + SAQL query support
- Einstein Discovery predictions
Tableau Server
Self-hosted for organisations with strict data residency, compliance, or air-gapped network requirements. Full control over infrastructure, backup, and upgrade cycles.
- Linux or Windows deployment
- High availability clustering
- Custom authentication providers
Tableau for Marketing
Pre-built connectors and accelerators for marketing data, paid media, web analytics, campaign attribution, and customer acquisition, with Marketing Cloud integration baked in.
- Google Ads, Meta, LinkedIn connectors
- Marketing Cloud engagement data
- Attribution and funnel analysis
Tableau for Healthcare
HIPAA-eligible infrastructure with pre-built clinical dashboards for population health, care operations, readmission tracking, and length-of-stay analysis. EHR-compatible connectors included.
- HIPAA-eligible BAA available
- HL7 / FHIR data integration
- Clinical outcome accelerators
Tableau Pulse
AI-generated metric digests delivered to users in natural language, no dashboard navigation required. Surfaces what changed, why it changed, and who to notify.
- Einstein AI anomaly detection
- Slack and email delivery
- Metric layer governance
— Deployment Comparison
Which edition fits your org?
The right deployment depends on your compliance posture, existing Salesforce footprint, and how your teams consume analytics.
Capability
Tableau Cloud
Tableau Server
CRM Analytics
Tableau Pulse
— Our Services
What we do with Tableau.
Every engagement starts with understanding what decisions your teams need to make, then we build backward from that.
Pre-sales
to post-go-live
All editions
Cloud, Server, CRM Analytics, Pulse
Ongoing
Support & optimization retainers
01, Discovery
Pre-salesAnalytics Scoping & Data Audit
We map your data sources, assess query performance against your warehouse or live connections, and define realistic scope, including which dashboards will actually drive decisions and which are vanity.
02, Architecture
ImplementationData Model & Published Data Source Design
We design your published data sources, calculated fields, and data model so every workbook pulls from governed, certified sources, not ad-hoc connections that drift over time.
03, Prep & Pipeline
ImplementationTableau Prep & Data Pipeline Build
Tableau Prep flows handle cleaning, joining, and reshaping data before it hits a workbook. We build Prep flows that run on schedule, handle schema changes gracefully, and stay maintainable.
04, Dashboard Build
ImplementationDashboard & Visualization Development
We build dashboards your users will open without being asked to. That means the right chart types, LOD expressions for complex calculations, action filters for exploration, and performance-tuned queries.
05, CRM Analytics
Salesforce-nativeCRM Analytics Implementation
We configure Dataflows and Recipes, build SAQL queries, set up Einstein Discovery prediction models, and embed dashboards directly into your Salesforce page layouts so reps get context without leaving the CRM.
06, Embedded
AdvancedEmbedded Analytics in Custom Apps
Tableau's Embedding API lets you surface dashboards inside your own React applications with full SSO, parameter control, and event listeners, so analytics become part of your product, not a separate tool.
07, Migration
TransitionServer to Cloud Migration
We migrate workbooks, data sources, permissions, and schedules from Tableau Server to Tableau Cloud, without breaking existing connections or losing governance settings your team relies on.
08, Support
Post go-liveOngoing Optimization & Support
Slow dashboards, broken extract refreshes, schema drift from the warehouse, new KPI requests, we handle all of it as a retained partner who already knows your environment.
— Industry Focus
Built for the way your industry actually works.
Generic dashboards answer generic questions. We implement Tableau with the data models, compliance requirements, and metrics that matter in your sector.
Tableau for Healthcare
Clinical operations, population health, and financial analytics under HIPAA-eligible infrastructure, with EHR data baked in, not bolted on.
- Readmission rate and length-of-stay dashboards with drill-through by unit, physician, and DRG
- HL7 FHIR and Epic / Cerner integration via certified connectors
- Patient satisfaction and HCAHPS score tracking against CMS benchmarks
- HIPAA-eligible BAA, role-based row security for PHI
Tableau for Marketing
Cross-channel attribution, campaign performance, and customer acquisition analytics, pulling from paid media, Marketing Cloud, and your CRM in one place.
- Multi-touch attribution models across Google, Meta, LinkedIn, and email
- Marketing Cloud journey performance and engagement cohort analysis
- CAC, LTV, and ROAS dashboards by segment and channel
- Real-time Salesforce pipeline influence reporting for marketing
Tableau for Financial Services
Revenue analytics, AUM tracking, risk exposure, and adviser performance dashboards integrated with Financial Services Cloud and core banking systems.
- AUM by adviser, product, and client segment with trend overlay
- Salesforce FSC integration for relationship and household analytics
- Regulatory reporting accelerators with audit-ready export
- Risk exposure and portfolio concentration dashboards
Operations & Supply Chain
Inventory, logistics, supplier performance, and operational KPI dashboards built for teams that need decisions in hours, not the next quarterly review.
- Inventory turnover, stockout risk, and reorder point analytics
- Supplier on-time delivery and quality scorecards with SLA tracking
- ERP data integration (SAP, Oracle, NetSuite) via Tableau connectors
- Operational throughput and capacity utilization dashboards
— Why Untangle IT
Dashboards that get used. Not just delivered.
Tableau is only as good as the adoption it drives. We build for the people who'll use it, not just the stakeholders who commissioned it.
01, CRM context
We know where your data comes from
We implement Salesforce and HubSpot. We know exactly how CRM data is structured before it reaches Tableau, which means cleaner models and fewer surprises mid-build.
02, Performance first
Fast dashboards or they don't get opened
We tune queries, optimize extract schedules, and write LOD expressions that don't destroy load times. A beautiful dashboard that takes 40 seconds to render is a dashboard nobody uses.
03, Governance built in
Certified sources, not spreadsheet chaos
We design your published data source layer so every workbook in the org pulls from governed, certified data, not someone's personal Excel import from 2022.
04, React-native embedding
Analytics inside your product
We build in React. If you need Tableau embedded inside a custom application, with SSO, parameter binding, and event control, we handle the full stack, not just the Tableau side.
05, All editions
We don't push one deployment model
Cloud, Server, CRM Analytics, Pulse, we implement all of them. We recommend what fits your infrastructure and compliance posture, not what's easiest for us to deliver.
06, Post-launch depth
The same team, after go-live
When your warehouse schema changes and three dashboards break at 8am on Monday, you want the team that built them. We offer retained support for exactly that reason.
— FAQ
Frequently asked questions
Straight answers to the questions we hear most before a Tableau project begins.