John E. Girardi, founder of DataSelf, walks through financial analytics tools in Tableau and Excel. The session covers CFO dashboards, balance sheets, profit and loss statements, company consolidation, multi-currency handling, budgeting, and total cost of ownership.
Good morning, everyone. Thanks for joining us. My name is John E. Girardi. I'm Data Sales founder and CEO. Today we'll talk about financial analytics with Data, self and Tableau. Many people come to me, ask me, can Tableau do financial analytics P and LS and whatnot? And absolutely it can. Today I'll show some of the things that we have been doing. Sometimes we use Excel, a lot of times we use Tableau. But we use both when the right tool is the right piece for the job. So our agenda is quite packed. I'll talk first of all about a CFO dashboard that was built by one of our clients. I think it's very insightful. So I want to spend some time talking about the end result of financial analytics as clients embrace this. Then I'll talk obviously about the basics, balance sheet and profit and losses. I'll show in Excel as well as in the tableau framework. So some people prefer one or the other or both. I'll show a little bit of both of them. I'll talk about company consolidation, intercompany transactions, multi currency, some topics that people sometimes are really having challenges with. Of course, budgeting, what if and forecast scenarios. I'll dive into financial analytics, which is a very powerful part of analytics, that a few organizations are taking advantage, are getting a lot of benefits. So I'll talk about that as well. At the end, I'll talk about total cost of ownership so you understand the kind of investment you'll be doing if you embrace a technology like this. And then we'll have a Q and A at the end of the session.
