Connect SAP and Tableau with AI

Redbird AI syncs your SAP enterprise data to Tableau automatically — no more manual CSV exports, complex ETL pipelines, or waiting on IT for data refreshes. Give your teams real-time visibility into financials, operations, and supply chain performance with dashboards that update themselves.

No code required
Live in minutes
SOC 2 Type II

What you can automate today

Redbird gives your team ready-to-run workflows — just connect your accounts and go.

Auto-refresh Tableau financial dashboards from SAP actuals and cost centers

Keep executive dashboards current with live P&L, budget vs. actuals, and cost center performance. Redbird pulls updated financial data from SAP on your schedule and pushes it to Tableau extracts, ensuring stakeholders see current numbers without manual intervention.

Build real-time supply chain visibility dashboards from SAP procurement and inventory

Surface procurement cycles, vendor performance, and inventory levels in interactive Tableau views. Redbird transforms SAP materials management and purchasing data into dashboard-ready datasets, giving operations teams live visibility into the supply chain.

Sync SAP production orders and manufacturing metrics to operational dashboards

Track production efficiency, order status, and plant performance in real time. Redbird extracts manufacturing execution data from SAP, enriches it with calculated KPIs, and loads it into Tableau for shop floor and planning teams to monitor.

Automate HR workforce analytics dashboards from SAP SuccessFactors and HCM data

Give HR and leadership visibility into headcount, attrition, and workforce costs without manual reporting. Redbird syncs employee data, organizational structures, and compensation from SAP to Tableau, maintaining privacy controls and aggregations.

Alert finance teams when Tableau dashboard thresholds trigger SAP review workflows

When variance or spend thresholds are breached in Tableau views, automatically flag records in SAP for review. Redbird listens to dashboard interactions and threshold alerts, then writes audit flags or triggers approval workflows back in SAP.

Enrich SAP customer master data with Tableau-derived segmentation and behavior scores

Push analytics insights back to SAP to drive better operational decisions. When Tableau analysis identifies customer segments or risk scores, Redbird writes those attributes back to SAP customer records for use in pricing, credit, and sales workflows.

Live in four steps

No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.

01

Connect your accounts

Authorize SAP and Tableau with OAuth or API credentials. Redbird never stores your data — it just passes through.

02

Describe what you want

Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.

03

Review and activate

Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.

04

Let it run — and iterate

Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.

Built for data-driven teams

Redbird understands SAP's complex table structures—financial hierarchies, material master schemas, organizational units—and how Tableau extracts, live connections, and data sources need to be shaped and refreshed.

AI that speaks SAP tables and Tableau extracts

Redbird navigates SAP's deeply normalized schemas—BSEG for ledger entries, EKKO/EKPO for purchase orders, AFKO for production orders—and automatically transforms them into the flattened, aggregated structures Tableau dashboards require. It handles currency conversions, fiscal period mappings, and organizational hierarchies without custom code. Whether you're working with live SAP HANA connections or Tableau extracts, Redbird maintains the right grain, joins, and refresh cadence for each use case.

SAP financial hierarchies and GL accounts
Materials management and procurement schemas
Tableau extract refresh and hyper optimization
Multi-currency and fiscal calendar mapping
10×

faster than building custom SAP extractors and Tableau prep flows

No BAPI scripting, no Tableau Prep pipelines, no maintaining fragile ETL jobs

Auto-generated reports

Redbird can pull from SAP and Tableau simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.

Trigger-based alerts

Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either SAP or Tableau.

Enterprise-grade security

SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.

Bidirectional sync

Push data from SAP into Tableau, or from Tableau back into SAP. Resolve conflicts with configurable merge rules.

Full audit trail

Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.

Triggers & actions for every team

Start automations from any SAP transaction or Tableau dashboard event—from journal entries posted to threshold alerts triggered.

SAP
Triggers & Actions
Trigger

Financial document posted

Trigger when new journal entries, invoices, or payment documents are posted to SAP FI.

Trigger

Purchase order created or changed

Detect when procurement creates or modifies POs in SAP MM.

Trigger

Production order status updated

React when manufacturing orders change status or are completed in SAP PP.

Action

Extract financial actuals and cost centers

Pull P&L, balance sheet, and cost center data from SAP FI/CO for reporting.

Action

Query materials inventory and movements

Retrieve stock levels, goods receipts, and inventory transactions from SAP MM.

Action

Write flags or custom fields to master data

Update customer, vendor, or material master records with enrichment attributes.

Tableau
Triggers & Actions
Trigger

Dashboard threshold alert fired

Trigger when metrics breach defined limits in Tableau alerts or subscriptions.

Trigger

Extract refresh completed

Detect when a Tableau extract finishes refreshing to kick off downstream workflows.

Trigger

User comments on visualization

React when stakeholders add annotations or comments to dashboards in Tableau Server.

Action

Refresh Tableau extract

Trigger an on-demand refresh of Tableau data extracts to sync latest SAP data.

Action

Publish or update data source

Push new or updated datasets to Tableau Server for use across dashboards.

Action

Update dashboard metadata or tags

Modify dashboard descriptions, tags, or permissions based on data lineage or governance rules.

SAP
+
Tableau

Ready to connect your stack?

Stop wrestling with SAP extractors and Tableau prep flows. Redbird AI connects your enterprise data to the dashboards your teams rely on—automatically and intelligently.

Get started → Book a demo