Financials 2.0 - DataSelf and Tableau

Hi, I'm Johnny Girardi. Analyzing financial data usually involves multiple pages. Too much back and forth, and that causes some people to get lost in their thought process. For instance, drilling down into a profit and loss report will close the initial page and opens a new one with details. If the person gets interrupted, it can get challenging to remember where the analysis started and why the person is looking at this page. This pain drove us TO Design Financials 2.0 with single page analytics. Let's see how it works. Here you see a P and L report showing posted amounts in 2018 through the eighth period. Let's first expand to see the P and L by periods. There it is. Let's expand to see it by GL account number and there it is. Now let's focus Only on periods 7 and 8 and selecting any data point on this report will show on the same screen details about that, including debits, credits and net posted. You can select any of these groupings to drive the drill down page on the right now let's focus on office expenses. Let's collapse to get some more real estate. And now to view more details you can expand the query and now you can see all the details from transactions including batch number, transaction dates and everything else. Everything on a single page. Selecting a particular data point like this one here, and assuming that you get distracted when you come back, you can see where you started, what you were looking at before you left, and all the filters apply to this particular context. All information required to get back on track on a single page. And that's financials 2.0 with single page analytics, providing you with clean, simple and insightful ways to analyze your financial data. To learn more, please watch our YouTube video, visit our website, or contact us. Thanks for watching.