Comparison · BI and dashboards

Teramot vs. Tableau: organized data underneath your dashboards.

Tableau, by Salesforce, is great at showing data. Teramot organizes it and gives it your business logic. And you can ask your AI for your day-to-day dashboards: Teramot publishes them, up to date and with role-based access.

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In one sentence

Two paths: Teramot underneath Tableau, or dashboards your AI builds and Teramot publishes.

  • Organized dataERP, CRM and spreadsheets unified, with business logic.
  • AI dashboardsAsk your AI and Teramot publishes them, with live data.
  • TraceableEvery number shows its source and its calculation.
  • By roleEach dashboard sets who can see it inside your company.
How they compare

Teramot and Tableau, topic by topic.

Data reaches the dashboard organized, instead of being organized inside it.

Tableau is great at showing data. But first someone has to bring it together, clean it and give it business logic. Teramot does that work automatically, on top of the systems you already have.

With Teramot
  • It connects straight to SAP and other ERPs, Salesforce, SQL databases and spreadsheets.
  • 50+ agents unify, clean and document every table.
  • Business rules are written down, with a change history.
With Tableau alone
  • It expects the data already prepared.
  • An analyst does the preparation in Tableau Prep and calculated fields.
  • Business rules live in each workbook or published data source.

Dashboards your AI builds and Teramot publishes.

In Tableau, every new dashboard is built by someone who knows the tool. With Teramot, day-to-day dashboards are requested in a conversation: AI builds them on your organized data and Teramot publishes them.

With Teramot
  • You describe the dashboard in Claude and see a preview.
  • It is published in Teramot, up to date and with role-based access.
  • People who only view it do not consume AI.
With Tableau alone
  • Every new dashboard is built by someone who knows Tableau.
  • Changes go back through that person.
  • Meanwhile, the request waits.

Every number knows where it comes from.

In the board meeting a good-looking dashboard is not enough: every figure has to be explainable, back to the source system.

With Teramot
  • Every table, metric and dashboard shows its source data and the calculation (SQL) behind it.
  • Rules are recorded, with a change history.
  • Monthly checks with a verdict warn you if something stops holding.
With Tableau alone
  • It shows how the dashboard is built from the data it receives.
  • What happened before (ERP exports, intermediate spreadsheets) stays outside.
  • If a source value changes, someone has to notice.

The AI you already use, on data you can trust.

Tableau adds its own AI features, which work on the data the model already has. Teramot makes sure that data is organized, and also opens it to the AI your team already uses.

With Teramot
  • Claude, ChatGPT, Gemini or Copilot work on your organized data through MCP.
  • Each person only sees what their role allows.
  • People who only view dashboards do not consume AI: costs are predictable.
With Tableau alone
  • Its AI works on what is already in Tableau.
  • Answer quality depends on the data model underneath.
  • It is used inside Tableau.

IT governs and enables; the business stops waiting.

With Teramot, IT keeps control: it sets access and permissions, and the business builds what it needs without new tickets.

With Teramot
  • Per-person roles, per-dashboard visibility and audit logs.
  • Connection through a VPN or dedicated tunnels; AI never connects directly to your databases.
  • SOC 2 Type 1 and Type 2.
With Tableau alone
  • Every new source or rule goes back through whoever maintains the model.
  • The logic lives in the heads of two or three people.
  • If they are out, the report does not get done.
Summary

The comparison in one table.

CriterionTeramotTableau
Organizes and unifies data from several systemsYes, automaticallyAn analyst does it in Tableau Prep and calculated fields
Business logicWritten down, with a change historyInside each workbook or published data source
A new dashboardAsk your AI and Teramot publishes itBuilt by someone who knows Tableau
TraceabilityBack to the source system, with the calculationBack to the connected source
AIThe one you already use, through MCPTableau’s own AI features
Where dashboards livePublished in Teramot, or connected to TableauIts strength: visualizing and sharing dashboards
How they work together

Your dashboards stay in Tableau. What changes is underneath.

Your systemsERP, CRM, databases and spreadsheets
TeramotOrganizes, documents and adds business logic, every day
TableauYour usual dashboards

Tableau connects to Teramot's organized tables like any other data source. And if you prefer, your AI builds new dashboards on those same tables and Teramot publishes them.

It solved it on the spot.
A double join was inflating premiums and commissions in the old BI. The model caught it on its own.
National bank · Insurance sales management
Nothing to migrate

Already using Tableau? No migration needed.

Teramot slots in underneath your dashboards. We start with a two-month pilot on a critical analysis.

  1. 1
    First two weeksSecurity review with IT, connection to your systems and organizing the data.
  2. 2
    First monthWe pick the reports that take the most time and leave them updating themselves.
  3. 3
    During the pilotWe add alerts, checks and workflows, with support from our team.
FAQ

Teramot and Tableau, in questions.

Does your IT team want the details?

Roles, permissions, audit and certifications, in the Trust Center.

Go to the Trust Center →
Tableau already has Tableau Prep. Why add Teramot?
Tableau Prep builds preparation flows that someone has to design and maintain. Teramot organizes the data from all your systems automatically, with the business logic written down and a change history. Tableau connects to that result.
Does Teramot replace Tableau?
It depends on what you need. Teramot can sit underneath Tableau, organizing the data, or cover your day-to-day dashboards: you ask your AI and Teramot publishes them, up to date and with role-based access. Many teams use both.
How does Tableau connect to Teramot?
Tableau connects to Teramot's organized tables like any other data source, with the access your team defines. Your dashboards keep working the same way, with data that updates itself.
We already built our model in Tableau. Do we have to redo it?
No. You can start with a new analysis or with the report that takes the most hours, and add the rest gradually. The two-month pilot is there to measure the return before scaling.
Do people who only view dashboards consume AI?
No. Costs are predictable: people who only view dashboards do not consume AI.
What about data security?
AI never connects directly to your databases: it works on a governed copy. There are per-person roles, audit logs and SOC 2 Type 1 and Type 2.
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How to start

Together with your team, we pick a report built by hand today and show you what it looks like automated.

A two-month pilot on a critical analysis is enough to measure the return before scaling.

Book a demo Start for free

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