Financial Statement

by Tableau



The Tableau Accelerator for Financial Statement helps you quickly get data-driven insights into the financial health of your business. CFOs and CEOs can use this Accelerator to better understand the performance and evolution of your company’s financial situation.

The income statement focuses primarily on the revenues and expenses of a business during a given period. Once the expenses are subtracted from the revenues, the account provides your company’s net income.

The balance sheet provides an overview of assets, liabilities, and equity at a specific point in time. It allows you to easily determine the amount of working capital a company has and whether it is heavily indebted.

Answer key business questions

  • What is our organization’s financial situation?
  • How much profit did our organization generate?
  • What is our working capital?
  • Are we in too much debt?
  • What are the drivers of change in our net income over time?

Monitor and improve KPIs

  • Total Revenues
  • COGS
  • OpEx
  • Deprec. & Amort.
  • Interests & Taxes
  • Current Assets
  • Current Liabilities
  • Total Assets
  • Total Liabilities
  • Gross Margin
  • Gross Margin %
  • OpEx to Revenues ratio
  • Opex & Deprec. & Amort.
  • Operating Income
  • Operating Income %
  • Net Income
  • Net Income %
  • Working Capital
  • Working Capital ratio
  • Liquidity ratio
  • Total Equity
  • Debt to equity ratio
  • Debt to income ratio
  • ROI %

Required attributes

  • Month (date)
  • Company (string)
  • Revenues (numeric)
  • Operating Costs, COGS (numeric)
  • Operating Expenses, OpEx (numeric)
  • Depreciations & Amortizations (numeric)
  • Interests & Taxes (numeric)
  • Current Assets (numeric)
  • Current Liabilities (numeric)
  • Total Assets (numeric)
  • Total Liabilities (numeric)

Partners of Choice

Our top consulting Partners may be able to help you customize this Accelerator for your own business needs.

United States / Canada

  • InterWorks - Tableau expertise from 8X Partner of the Year
  • IBM - Global Salesforce and Business Expertise
  • USEReady - Global team of modernization and analytics experts focused on Financial Services

Latin America

  • Path - Data Intelligence by using Machine Learning and AI for the best decision making
  • TSoft Latam - Regional Partner that helps you drive business digital transformation through Data Analytics
  • DataTeam - Foster Data Culture and Analytics for better business decision making

Tech Specifications

Supported Layouts

Works with

Tableau 2018.2 and later

Security and Legal