On-Demand Webinar

Tips to prep and validate your finance data

Financial data is messy. Traditional methods for preparing and transforming financial data for analysis are highly manual and time-consuming. With the extensive cleaning, enrichment, and shaping that happens with financial data, how do you build trust and confidence in your data once it’s been exported out of your source systems?

In this short webinar, Tableau’s Finance Analytics Director Mike Crook and Finance Analyst Kaylee Walker will share:

  • Our approach to unifying data from our source systems
  • How our team uses Tableau Prep Builder and the entire Tableau Platform
  • Examples of the dashboards we use to monitor and validate our data

Explore additional webinars in our Fast, Flexible Finance Analytics series.

Get started and download the Tableau Prep Example Data Flows discussed in the presentation.

About the speakers


Mike Crook

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 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.


Kaylee Walker

Finance Analytics Analyst, Tableau

Kaylee is a member of the Finance Analytics team at Tableau, working alongside Finance counterparts and in the Tableau platform every day. Kaylee spent two years in IT Risk Consulting at KPMG before joining Tableau as a Product Consultant in 2017, and has since moved into an internal analyst role at Tableau. Consulting internal Tableau users and sharing our Tableau for Finance stories with customers are the best parts of her job

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