New Dashboard Collaboration and Security Features Added to Elements for Tableau

A set of new features enabling deeper and more streamlined Tableau-based teamwork and enterprise-grade security are now included in Elements for Tableau, Starschema’s write-back and dashboard collaboration extension. These features help ensure data fidelity when using annotations and improve usability, workflows and engagement for in-dashboard communication.

Read on to learn how this best-in-class product got even better!

User tagging in annotations

Elements already enables you to comment anywhere — and with this update, you can now tag users and groups in annotations to individual data points. This streamlines and enriches dashboard-based communication and helps make sure nobody misses an important message.

When tagged, a user can automatically receive a fully customizable notification via email, Slack or Teams, with an optional link that takes them directly to the dashboard that they’ve been tagged on. In addition to the notification channel and content, you can specify which users can be tagged on a particular dashboard. This ensures users aren’t tagged by mistake and further promotes focused communication.

We’ve included a set of pre-defined variables — see the image below — to simplify the set up of the notification template.

Notifications for approval processes

Elements enables teams to formalize complex processes and assign specific roles to users within these processes. A common use case for this is when an annotation requires approval. With the new notification feature, you can send automated messages when an annotation request is made and when it’s approved or rejected. When a request is rejected, the reasoning also gets forwarded alongside the notification.

Field-level permissions

In a refinement on the previous “all-or-nothing” approach, Elements now enables dashboard administrators with appropriate permissions to decide which users can add annotations to a particular data point or annotation form field.

With this feature, you can customize the in-dashboard communication experience with unparalleled permission control. You can set up an entire annotation form — with text boxes, sliders, checklists and other fields — so that specific individual users can annotate that data point, or define unique rules for individual fields. For example, if you want to enable only higher-level users to control a visual cue that helps track the progress of a specific process related to a data point, you can now easily do it!

Okta Authentication support

The last major update we’re announcing today is that Elements now supports Okta Authentication, a corporate identity provider service that delivers effective security solutions highly configurable to your unique environment and needs. It leverages Single Sign-On (SSO) so users don’t have to set up separate passwords to sign in — they can simply use their already existing account’s username and password.

These features are now available out-of-the-box with any new Elements license, while existing deployments will receive them on demand or automatically with the next update. For more information, contact us at info@starschema.com.

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Zsolt is Content Manager at data services firm Starschema, where he creates materials to help you learn about the company and enterprise-grade data solutions.