Use case 1 – finance user with quarterly financial reporting

In this and the next three use cases, we will look at the scenario and then the Tableau modeling steps.

Scenario:

We have an analyst in finance who must produce monthly financial reporting that is available to the finance department and the executive team. The reports contain profit and loss, balance sheets, and cash flow information. It is combined with the data from the main competitors, who are publicly listed on stock exchanges.

The data comes from both internal and external sources. All internal data is sourced from internal systems and exported to Microsoft Excel. External sources come from PDF documents that competitors need to make available as part of their regulatory requirements and are available on the investor relations pages of their websites.

The company uses Tableau Cloud and has a secure project set up for these reports that limits access to the finance department and the executive team...