Excel to Tableau migration: stop rebuilding reports by hand.
Weekly spreadsheets copied, pasted and emailed around become dashboards that refresh on their own, with one agreed set of numbers.
How the move works
1 · Map what you have
We list every report, formula and data source, and who uses which number for which decision.
2 · Rebuild once
The rules move into one shared data source, and the reports become clear Tableau dashboards.
3 · Check and switch
New numbers are checked against your last Excel reports, your team is trained, and the old files are retired.
For a typical set of weekly and monthly reports. Smaller moves are quoted lower; the price is agreed in writing before any work starts.
Send a written request →- 12 weekly Excel reports replaced by 3 dashboards
- About 6 hours a week of copying and pasting saved
- One definition of revenue for sales and finance
Illustrative example. Your results depend on your data.
Questions
Do we lose our existing Excel logic?
No. We list every formula and rule your reports use, rebuild them once in one place, and check the new numbers against your last Excel reports before anything goes live.
Where does the data come from after the move?
From the systems the spreadsheets were copied from: your database, ERP, CRM or shared files. The dashboards refresh on a schedule, so nobody copies data by hand.
Do we need Tableau licences?
Yes, Tableau Cloud or Tableau Server. We help you choose the right licences for the people who build and the people who only view.
Will our team manage it afterwards?
Yes. Everything is documented and we train the people who will look after it.