On-Demand Webinar

4 finance pain points and how to solve them

We all have financial data, but it’s not always easy to connect to or analyze. Financial data is often stored at differing levels of detail or it’s being pulled from disparate data sources. There is a lot of room for visual improvement. Tableau finance experts will demo how to solve common finance challenges using data visualization.

Expect to learn how to combine actuals from your general ledger with forecasts and budgets within Tableau, and how to create depreciation/amortization schedules when Tableau doesn’t have a built-in “dates” data source. Watch this on-demand webinar to learn:

  1. The importance of visual finance analytics
  2. Actuals vs. Budgets/Forecasts
  3. Building an Income Statement
  4. Depreciation/Amortization Schedules

This is part of our Do More With Less finance series. View the full series here.

Download the Webinar Resources
These assets include the slide deck, data sets, and Tableau workbooks that will be referred to during the presentation.
Click to Download

About the speakers

image

Mike Crook

Senior Director of Finance Data Office, Salesforce + Tableau

Mike spent four years as a software developer supporting financial & management systems before moving into a number of different IT management roles. In 2001, he moved into his first “data analytics” role and luckily discovered Tableau Desktop in 2007. This discovery changed his ...

Read more
image

Ashlyn Opgrande

Finance Analytics Analyst

Ashlyn Opgrande is a Data Analyst for the Finance Department at Tableau, where she uses Tableau to help internal employees see and understand their Financial data. She started at Tableau as a Product Consultant Intern in 2016, and from there grew into her current full time role. Ashlyn ...

Read more
Video Player is loading.
Current Time 0:00
Duration 0:00
Loaded: 0%
Stream Type LIVE
Remaining Time 0:00
 
1x
    • Chapters
    • descriptions off, selected
    • captions off, selected