Part One: Get The Excel Out of Here!

Have you found it difficult to replicate the reports you build and use so easily in Excel, on Tableau?

We know that when it comes to reporting it can feel like your hands are tied, and no matter how hard you try, and all the research you do, you just can't seem to make it happen.

Think of the possibilities if you could find a way to build your "go-to" reports in Tableau. You and your colleagues could get further insights from your data beyond what's available in spreadsheets, unlocking hidden opportunities for growth, cost savings and levelling up your company’s reporting and analysis capabilities.

Being able to consume and deeply analyse in the same place, speeds up work and decisions as well as enabling "single source" and confidence in further analysis.

Over the next few days I will release a series of posts that show how Klaus Schulte built our presentation during #TC23 that will cover:

1. How to add sub-totals that work and adding relative margin calculations (eg % of a row)
2. Adding conditional formatting, data bars and waterfalls embedded into tables, and
3. Customised sub-total labels (such as Gross Profit & Net Profit).

Now, just to be clear, we love Excel. This series is about doing Excel-like stuff in Tableau so that your users can see your reports AND dive deeper into analysis, all in the same place.

In this part I run through what Klaus presented to show how we can use just Table Calculations and a little bit of formatting to overcome some of the challenges of:

✅ Having sub-totals that work

✅ Add relative margin calculations (eg % of a row)

✅ Get that look we have in a simple Excel table

Stay tuned for the next parts of the session….AND our upcoming "Ultimate P&L Statements Workbook" in collaboration with the brilliant Rosario Gauna!