Modern data exploration and visualization platforms, such as Tableau, offer users new ways to discover new business perspectives with significant impact. Tableau is a flexible platform for analyzing data and identifying more valuable information and has been recognized as one of the leaders for Analytics and Business Intelligence Platform in the Gartner Magic Quadrant for many consecutive years.
In an ever-changing world, it is crucial that our decisions be based on relevant, real, and accurate information. Tableau can connect, analyze, and visualize data very efficiently, which will enable any finance and accounting professionals to perform more powerful data analytics in almost real time.
This hands-on workshop is a practical introduction to Tableau and will help you to develop the basic skills to start analyzing, visualizing data, and creating dashboards using Tableau Desktop. After completing this highly engaging workshop, you will be able to connect, combine, and transform source data, design and create dashboards in Tableau Desktop. With his valuable background in Finance, Accounting, and Tax, the Trainer will be using Profit and Loss, Balance Sheet and POS data in the examples and hands-on exercises. This will facilitate learning and allow you to directly apply your knowledge learned in the workplace.
By the end of the workshop, you will:
Module 1: Getting started with Tableau
Module 2: Connect to source data
Module 3: Organize and enrich data
Module 4: Analyze and visualize data
Module 5: Fine tuning your dashboard
Finance, Accounting and Tax Professionals who would like to develop practical knowledge and fundamental skills in data analytics and in Tableau.
John is a US Certified Public Accountant licensed in New York State. He leads the business intelligence service practice of A Tax Advisor Pte Ltd, and provides a variety of solutions (e.g., technology and data strategy, data transformation and integration, process improvement and automation, and data analytics services) and business process outsourcing services to corporate finance and tax departments.
John utilizes over fifteen years of combined experience in corporate financial reporting and analysis, corporate tax compliance and provision, executive financial dashboard management, technology and performance improvement, data modeling and warehousing, and ERP integration to assist corporate finance and tax functions with improving performance and managing business risk using business intelligence.
Before joining A Tax Advisor Pte Ltd, John was part of EY’s Tax Technology and Transformation group (formerly known as Tax Performance Advisory) in Washington, New York City and Singapore.
Prior to joining EY, John was a financial analyst in charge of the development of Business Objects tools, data modeling and warehousing, and executive financial dashboard management for a global manufacturing company in the United States.