Back in my days working in financial planning and analysis (FP&A), my job was rooted in data storytelling. I developed forecasts, ad hoc analyses, models and dashboards to help drive and empower decisions with data. Financial dashboarding, like any other skill, has a learning curve...
The Introduction I picked this topic to blog about for two reasons. The most important reason is because it’s one of my biggest hobbies. I love to invest, research companies and explore the data associated with them. These things have always interested me, and I noticed...
For over six years, I worked in financial services. My first ever job was being a teller and an account specialist for a bank in my small town of Kremlin, OK. It still boggles my mind how I got that job. As a people-loving teenager...
Visualizing financial statements is hard. While not inherently a difficult task, when I speak with many of my clients' financial teams, their data tends to be some of the most sensitive that the company possesses, and for that reason, its presentation is very particularly curated....
How to get ahead of non-compliance Finance teams typically chase down non-compliant activity after the fact in an attempt to minimise the damage. However, with a modern analytics platform like Tableau it's quick and easy to detect potential violations in real-time by visually analysing your own...
I'm a chartered accountant, and my background is in building finance functions and creating financial performance analysis reporting functions. I trained in a public practice, and after around six years, moved into industry. I've been working in industry for the last seven years, and analysing...
What is the most valuable commodity for your finance team? You might say people. Well, let's assume you have the right people, with the right skills, in the right jobs. After that, what would be your answer? My answer would be time. Time is a scarce resource in...
Tableau isn't just a useful tool for visualising and analysing data. There's no doubt it has enabled me to improve and optimise my team, but there's another benefit I did not initially appreciate when I first began using Tableau. Coming from the world of Excel,...
So, a little about me, the author: I'm a chartered accountant and my background is in building finance functions and creating financial performance analysis reporting functions. I trained in a public practice and, after around six years, moved into industry. I've been working in industry...
Perhaps one of the greatest things about Tableau is how industry-agnostic it is. Though some industries are predisposed to be more data-driven than others, Tableau is making it criminally easy for anyone in any vertical to get more from their data. As a leading Tableau...
In the first post of this series, we reviewed how you can calculate compound annual growth rates in Tableau. This week, we’ll look at time series data using Bollinger Bands. A technical stock analyst named John Bollinger developed the technique and trademarked the name. Bollinger bands simply...
Every decade, I spend a few weeks planning the next 10 years. This thinking normally encompasses career and investment goals. This time, I decided to expand my time horizon. I’m 57 years old, so I wanted to start thinking about what my personal financial situation looks...
With the new year comes resolutions to do better in 2016. Many have made (and already broken) the goal to exercise more. Some have resolved to eat healthier. Others have made the resolution to do better with their personal finances. Improving your personal financial situation is...
For a variety of reasons, businesses do not always tie their fiscal year to the standard calendar year. There are numerous explanations of why this might be beneficial to an organization, and they all seem to lead several of my clients to the exact same...
Interworks GmbH
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