Your Account Team:
Steve Palermo, Enterprise Account Manager
Jeff Nicholson, Principal Solutions Engineer
Marty Helmus, Enterprise Corporate Sales
Chase Miller, Business Development Representative
Without Tableau, we would be stuck analyzing enormous amounts of data in spreadsheets. Instead, we create dashboards that provide clear actionable insights, and that drive the business forward.
RBC Webinar Series
How to EXCEL with Tableau
Are you in a love-hate relationship with Excel? Frustrated and feeling like you're not moving forward? Let Excel do what Excel is good at, but move the analytic tasks you depend on and supercharge them in Tableau. This session will cover not only how to duplicate and improve Excel functionality in Tableau, but how to move beyond the constraints of rows and columns. Watch this and repair your relationship with Excel. There's a happy world of dynamic, interactive analytics waiting for you.
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Tableau on Tableau Finance Analytics
Learn how Tableau's own Mike Crook, Director of Finance Analytics leverages Tableau. In this webinar, Mike will walk you through Tableau's digital transformation journey, show you how quickly you can build a Tableau dashboard to gain insights into your Accounts Receivable data and explore examples of dashboards ranging from executive & board reporting to banking and T&E analysis. Watch Now
Data Storytelling Best Practices
Watch this webinar to learn how you can use Tableau to tell a story with your data. You will learn about how visual best practice techniques and filtering can be used to communicate with your dashboard’s audience.
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Additional Resources
Free Tableau Training Videos
No matter what level of Tableau knowledge you have, these bite sized videos will give you a boost in your analytics journey.
Tableau in Financial Services
Tableau helps financial institutions across the globe manage risk, build a foundation of trust, and empower a culture of learning and sharing throughout their organization.
The Vault Series
The Vault is a learning series specifically dedicated to the analytics needs of our Financial Services and Insurance Community.