Hi,
I discovered Tableau recently, I would like to know if I can remove excel from my workflow.
For this reason I would like to know if it makes sense to produce a Income statement, based on an accounting extraction.
Because I don't see any easy way to link the results of columns or calculations together.
Tableau does not seem to be made for a table with several dependent lines.
Simple examples:
Total Income
Total expenses
Result = Income - expenses
While with Excel it is no problem.
Thanks
testeur,
You are correct. Tableau is not intended to be a spreadsheet tool, but rather a data visualization tool. So, for example, if you wanted to make a bar chart showing the Gross Profit from your income statement data, over the past several years, then Tableau would be a good solution for that. On the other hand if you are actually calculating an income statement, from all of your transaction data, that's not a task for Tableau - that would be better accomplished in excel or some specialized software. Remember that Excel is, often times, an input into Tableau - and therefore, one is not a replacement for the other - you need both.
Kaz.