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4 finance pain points and how to solve them

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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.

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À propos des intervenants

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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 career. Mike joined Tableau as the first IT Finance Manager in late 2011 and in 2015, he took on a new role as the Senior Manager of Analytics to enable everyone at Tableau to use Tableau. In 2016, he moved back into Finance to lead Finance Analytics. Now he is the Senior Director of the Finance Data Office at Salesforce driving Data Strategy, Governance and Analytics across the entire Finance organization (which includes Tableau). He’s excited to share how anyone, but specifically finance professionals, can use Tableau to see and understand their own data.

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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 works in the Tableau Product nearly every day to create insightful dashboards for the company, as well as maintaining and creating new ways to collect data for analysis.

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