On-Demand Webinar

How to EXCEL with Tableau

Are you in a love-hate relationship with Excel? Ever feel like it's slowing you down, and wonder all the things you could be accomplishing with some of that time back?
Bring back the romance. Let Excel do what Excel is good at. 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 and explore new functionality. This includes:

  • Data Structure - Organizing Excel Data for Analysis
  • Analytics - Analyzing Differently
  • Formatting - Replicating Look and Feel

About the speakers

Sally Baldauf

Director - Customer Consulting

Sally leads our East Region and Financial Services Tableau Customer Consulting team helping customers see and understand their data. Her team covers technical evaluations of Tableau, field marketing events and architecture design sessions. Prior to joining Tableau 4 years ago, Sally was a customer of Tableau at Credit Suisse. At Credit Suisse, Sally managed a global operations team that deployed Tableau to help manage their 6TB of trade data for the executive leadership, regulators and auditors. Sally also worked at Merrill Lynch for several years managing large operations, engineering and service management teams.


Casey O'Donnell

Product Consultant | Tableau

Casey’s been working at Tableau since 2018 and is a member of the Product Consulting team. As a PC, Casey helps customers answer their questions with Tableau and grow confident in every part of the Tableau platform. When she’s not at work, Casey spends her days exploring Washington D.C. and counting down to the next Notre Dame football game.

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