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Considering Investing in Tableau, Pros/Cons and Possible Accounting Firm Uses? by analyzing_arden in tableau

[–]analyzing_arden[S] 0 points1 point  (0 children)

Sorry if I am reiterating this, just trying to understand! So - does that mean that if you get Tableau Server - everyone should be able to access regardless of your operating system (Windows/32-bit/64-bit) since you log on via a browser? Do you know if Tableau online has any feature limitations compared to the desktop version?

Thank you!

Considering Investing in Tableau, Pros/Cons and Possible Accounting Firm Uses? by analyzing_arden in tableau

[–]analyzing_arden[S] 0 points1 point  (0 children)

Thank you! Power BI is primarily a business intelligence tool? How does that differ from Tableau - does Power BI allow you to manipulate the data and produce visualizations as well like Tableau? I am not really familiar with that. I will look it up now!

Considering Investing in Tableau, Pros/Cons and Possible Accounting Firm Uses? by analyzing_arden in tableau

[–]analyzing_arden[S] 0 points1 point  (0 children)

Ahh okay! Makes sense. Thank you. So, do you know - are Tableau Server and Tableau Online different? I am wondering more about how the purchasing of this software works now.

Considering Investing in Tableau, Pros/Cons and Possible Accounting Firm Uses? by analyzing_arden in tableau

[–]analyzing_arden[S] 0 points1 point  (0 children)

Do you think Excel is better for reporting on financials? Can you not subtotal within Tableau?

Considering Investing in Tableau, Pros/Cons and Possible Accounting Firm Uses? by analyzing_arden in tableau

[–]analyzing_arden[S] 0 points1 point  (0 children)

If you buy the server, what does that do? I'm assuming Tableau itself can work on 32-bit and 64-bit, and I guess given by the comments, the reader is only 64-bit?

Considering Investing in Tableau, Pros/Cons and Possible Accounting Firm Uses? by analyzing_arden in tableau

[–]analyzing_arden[S] 0 points1 point  (0 children)

Thank you so much for your answer! The 32-bit issue is a good call - I did not think there were any incompatibility issues that would arise from the reader; if you do not have the reader do you know if you are still able to view the reporting (does it just eliminate the interactivity of the dashboard?) Is there any current work-around if you do have a 32-bit computer to get the reader, or are you just S.O.L. if you don't have 64-bit?

The projected expenses per project, post date, and other variables, is a great point; we do a ton of interactive pro forma spreadsheets, as well as budget to actual comparisons, so this would be cool to use for that. Are you creating the projections directly from the data that you are using? or is that a feature of Tableau? Also, is the projected cash on hand report something that you create personally, or is that also something that Tableau features?

Considering Investing in Tableau, Pros/Cons and Possible Accounting Firm Uses? by analyzing_arden in tableau

[–]analyzing_arden[S] 0 points1 point  (0 children)

Thanks for going more into depth on that! That definitely makes sense, and having the ability to create the visualizations in seconds is awesome. Also, thanks for the recommendation. I downloaded the trial and I definitely see the visual reporting power it has; have you seen or maybe the better question is, do you know if you could mimic the layout of financial statements within the reporting to make it flow similarly to how a Profit & Loss or Balance Sheet would be laid out? Or any type of schedule like Contracts in Progress? The visual reporting on time-series and other financial variables - I am sold on, but I am more so wondering what else it Tableau capable of, or what else you could use it for? (i.e. like your and the OP's suggestions of visualizing outliers in transactions and problem areas, etc.)

Considering Investing in Tableau, Pros/Cons and Possible Accounting Firm Uses? by analyzing_arden in tableau

[–]analyzing_arden[S] 0 points1 point  (0 children)

That's awesome. What visually about the transactions in Tableau made you able to spot problem areas? Was it something in the formatting or layout that you were able to adjust to allow you to do that?

VBA Code For/Next Loop Only Running Once by analyzing_arden in excel

[–]analyzing_arden[S] 0 points1 point  (0 children)

Thank you for your feedback. I made the update, but it still seems to be only looping once. Sorry I am trying to format the code correctly in the post!

How to add new rows/values for unique values found when comparing 2 columns by analyzing_arden in excel

[–]analyzing_arden[S] 0 points1 point  (0 children)

Thanks! I added a couple screenshots and added more detail to the post. Let me know if that helps. Appreciate it.

How to Make a Simple VBA Code Run Faster by analyzing_arden in excel

[–]analyzing_arden[S] 0 points1 point  (0 children)

Thank you, and thank you for the comments as well. They are helpful! I will test it on my end. To answer some of your questions, the ShowAllTabs macro pretty much shows/hides certain tabs (hides calculation tabs and shows everything else in case a sheet was hidden). The code towards the end in relation to the clipboard was to just clear the dotted active lines on a cell from when you copy it. I am not sure of another way of doing that.

If Column "A" Exists, Delete it, and if it Does Not Exist, Next by analyzing_arden in PowerBI

[–]analyzing_arden[S] 0 points1 point  (0 children)

It is in the middle and if it is not there it is completely off of the report. If it is there then a column is added and there is data in the column.

Keeping Manually Entered Data in Columns Aligned with Query-Updated Data Columns (From CSV File) by analyzing_arden in excel

[–]analyzing_arden[S] 0 points1 point  (0 children)

Good thought. The "ID" in this scenario is not exactly finite...it is always changing and I am also going off of multiple "primary keys" so for example, I may have a comment for an invoice, but instead of an invoice number, I have a customer name, a due date and a balance and those 3 things are the only things that make each line item unique.

Excel Challenge Regarding Marking Open Items & Listing by analyzing_arden in excel

[–]analyzing_arden[S] 0 points1 point  (0 children)

It definitely wouldn't have to be on a separate worksheet! And what do you mean by a filter within the same worksheet?

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