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Salesforce Tableau Implementation Partner

ABOUT

What We Do

Levarus designs and implements Tableau end-to-end — data connections, dashboard design, calculated fields, and server governance — so your decisions run on trusted data and live dashboards, not static spreadsheets and guesswork.

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WHY LEVARUS

A Tableau implementation partner that ships dashboards, not just licenses

Most Tableau rollouts stall on messy data sources, unclear calculation logic, or dashboards that never quite match how the business actually works. As a Salesforce Summit Partner, Levarus implements Tableau the way it's meant to run — connected to your data, built on governed sources, and owned by your analytics team from day one

How We Implement

We map your actual reporting lifecycle — extraction, blending, transformation, refresh — into a connection architecture, with Tableau Prep handling the data hygiene and scheduled refreshes behind the scenes.

  • Live and extract connections tuned for your workload

  • Tableau Prep for data imports & cleansing flows

  • Source orchestration across cloud, on-prem, and APIs

Data connections & extracts built around your reporting

1

We design your data model, calculated fields, and join keys so Tableau and your source systems share one version of truth — eliminating duplicate metrics, stale extracts, and broken filters.

  • Relational data source modeling

  • Calculated fields & LOD expression strategy

  • Row-level security and access rules

Data models designed for accuracy, not duplication

2

Generic static reports don't move decisions. We build action-driven dashboards, parameter-based filters by user role, and story-ready visuals so every view reflects real business context.

  • Dashboard actions & parameter-driven filtering

  • Workbook templates & brand governance

  • Tableau Pulse-ready metric tracking

Dashboards & visuals that actually engage

3

We don't just publish dashboards — we continuously tune them. From tracking usage to analyzing query load, we ensure your Tableau setup evolves with real performance insights.

  • Usage, load-time and adoption dashboards

  • Extract refresh and capacity planning

  • Server and Cloud governance alignment

Governance & performance that drive measurable growth

4

Data Connection Setup

Live and extract connections, data blending, and scheduled refreshes configured to Salesforce best practice.

Dashboard Design

Multi-sheet interactive dashboards with actions, filters across views, and mobile-ready layouts.

Tableau Prep & Flows

Scheduled and triggered flows for imports, data cleansing, joins, and extract refreshes.

Server & Cloud Admin

Tableau Server/Cloud setup, row-level security, and secure integrations with core systems (incl. core banking)

Frequently asked questions

Ready to Transform?

Connect Levarus Today!!

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