Many finance teams, from accounting through FP&A and internal audit, are in a difficult situation: They’re aware of alternatives to spreadsheets. They know the value they offer, but the inertia of ingrained processes prevents them from making a transition to a modern analytics strategy.

In finance, change can be hard because there's often little time to experiment. By the time a reporting-and-analysis cycle is finished, the next one may already be beginning. Making a switch in the middle of a workflow can seem daunting and too time consuming to begin.

We’re sharing this blog post because we know time is your most precious resource and we want to help you make the most of it. If you’re just getting started, you’re in luck: Tableau Desktop and Tableau Prep connect to the key data sources you’re already using, including Excel spreadsheets and SQL databases. Most finance pros also tell us it’s easy to translate their pre-existing knowledge of calculations to Tableau’s calculated fields, especially given the free training on our website and resources on our community forums.

If you’re already on your journey to success with Tableau and looking to learn from others who are doing the same, then consider joining our Office of Finance community user group and signing up for our next Virtual User Group on May 2 at 12:00pm EDT/9:00am PDT.

At the meeting, Matt Illuzzi, Principal and Chief Finance Officer at icimo will share how his organization is finding success doing analysis on data from multiple source systems. And Matt Petrich, Business Risk Services Director at Grant Thornton LLP, will share how he’s using Tableau to identify and prioritize enterprise risk.

Regardless, if you’re looking for inspiration, trying to speed up manual processes, or doing strategic financial analysis, then the resources below are right for you. They include real use cases from Tableau’s customers, partners, and our own internal finance team. We hope they help you find your next big success.

Webinars hosted by Mike Crook, Director of Finance Analytics at Tableau:

Customer presentations from Tableau Conference

Workbooks and dashboards

Training

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