Tableau Integration — Read the Canonical Model
Tableau — connected to the SeniorCRE canonical model so visual analytics, executive dashboards, and investor packages read from one operational record.
Capabilities
- Live connection against the canonical model
- Portfolio rollups by community / region / entity
- Census, occupancy, and acuity visuals
- Revenue cycle and denial analytics
- Workforce + agency-mix dashboards
- Quality measure and survey readiness boards
- Row-level security mirroring SeniorCRE roles
- Subscription and alert distribution
How it works
- Provision the Tableau site — Confirm Tableau Cloud or Server entitlement for the operators in scope.
- Configure the SeniorCRE connector — Wire the live connection to the canonical model with row-level security enforced.
- Import starter workbook pack — Load the SeniorCRE starter workbooks (portfolio, clinical, finance, workforce) as the analytics baseline.
- Publish + schedule subscriptions — Publish workbooks and schedule executive subscriptions to operators, owners, REITs, and lenders.
Integration facts
- Integration type — Live connection + REST API
- Sync cadence — Live / Read at request time
- Setup time — 2–3 hours
- Security model — Row-level security
https://seniorcre.com/integrations/tableau