Redbird AI syncs planning data, forecasts, and actuals from Anaplan directly into Tableau dashboards. Stop manually exporting CSVs, rebuilding data extracts, or waiting on IT to refresh reports every time your financial models update.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
When finance approves a new budget version in Anaplan, Redbird immediately pushes plan data to Tableau extracts. Executive dashboards refresh automatically with the latest allocations, targets, and variance analysis without manual intervention.
As Anaplan consolidates actual performance from ERP systems, Redbird syncs variance data to departmental Tableau dashboards. Regional leaders see real-time plan-to-actual performance with drill-down capabilities across business units.
When supply chain or sales teams complete scenario planning runs in Anaplan, Redbird extracts model outputs and populates Tableau scenario comparison dashboards. Stakeholders compare outcomes side-by-side without digging through planning modules.
When Tableau users mark milestones or flag planning assumptions through dashboard actions, Redbird writes those inputs back to Anaplan model drivers. Finance teams close the loop between visualization insights and planning updates.
Redbird monitors Tableau dashboard refresh patterns and compares against Anaplan model update timestamps. When dashboards show outdated planning cycles or versions, teams receive alerts to refresh their forecasts before stakeholder reviews.
At quarter-end or fiscal year close, Redbird captures both Anaplan model versions and the Tableau dashboard configurations used for that period. Finance maintains audit trails showing exactly what stakeholders saw alongside the underlying planning data.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Anaplan and Tableau with OAuth or API credentials. Redbird never stores your data — it just passes through.
Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.
Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.
Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.
Redbird understands Anaplan's dimensional model structures and Tableau's data source schemas, so your planning hierarchies flow seamlessly into interactive visualizations.
Redbird automatically maps Anaplan's line items, versions, time periods, and organizational dimensions to Tableau's data extracts and published data sources. The AI recognizes planning hierarchies, formula dependencies, and model structure, then translates them into optimized Tableau schemas with proper dimension relationships and aggregation levels. When your Anaplan models evolve—adding cost centers, changing driver logic, or introducing new scenarios—Redbird adjusts Tableau data sources and field mappings without rebuilding integrations.
faster than exporting planning data and rebuilding Tableau extracts manually
Redbird can pull from Anaplan and Tableau simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.
Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Anaplan or Tableau.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Anaplan into Tableau, or from Tableau back into Anaplan. Resolve conflicts with configurable merge rules.
Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.
Start automations from planning model changes in Anaplan or dashboard interactions in Tableau—Redbird responds to events across both systems.
Fires when a planning version moves to approved status in a workspace.
Triggers when actual financial data syncs into Anaplan from source systems.
Activates when users finish running planning scenarios or sensitivity analyses.
Write new planning assumptions or driver values to specific model line items.
Generate a new planning version with copied or baseline data.
Extract organizational hierarchies, cost centers, or product lists from models.
Fires when users publish new dashboards or update existing visualizations.
Triggers after scheduled or manual refresh of Tableau data extracts completes.
Activates when dashboard users click actions, apply filters, or drill down.
Trigger immediate refresh of Tableau extracts or live connections.
Modify existing dashboards with new sheets, filters, or data connections.
Schedule or trigger dashboard snapshot deliveries to stakeholder groups.
Sync Anaplan planning data with Tableau dashboards automatically. Stop exporting CSVs and let your finance, sales, and supply chain teams work with live planning insights in their visualizations.