TableauGPT — The Ultimate Guide on how to utilize its full potential in Finance

In 2023, the world of work experienced a revolutionary change with the arrival of Generative AI, ChatGPT and even AutoGPT.

These technological advancements brought about new possibilities for automation, collaboration, and communication in the workplace. However, the impact of these technologies did not stop there.

With the arrival of TableauGPT, the field of data visualization has been transformed, allowing users to effortlessly create and edit interactive dashboards that are both informative and visually appealing.

Let’s start with the basics:

What is Tableau?

Tableau is a powerful data storytelling and visualization tool that can be used in corporate finance for a variety of purposes. Some common use cases include:

• Analyzing financial data, such as income statements and balance sheets, to identify trends and make informed business decisions
• Creating dashboards and reports to present financial data in an easy-to-understand format for internal stakeholders and external investors
• Building financial models to forecast future performance and assess the financial impact of different business scenarios
• Identifying key performance indicators (KPIs) and tracking them over time to measure the health of the business.

You can learn more about Tableau and get some inspiration for finance use cases here.

Why TableauGPT is needed?

For many stakeholders, creating and editing dashboards has always been a challenging task. Even with tools like Tableau, the learning curve can be steep, and creating complex calculations can be time-consuming.

Creating a waterfall chart for example is not an easy task — I even developed a guide to do it.