FinanceTables
IBCS-ready financial reporting, directly in Tableau.
Analysing
Setting Measure Roles
Apply IBCS semantic notation to scenarios to improve readability and usability.
Variance Calculations
Create variance calculations based on measure roles from the header menu or any other calculation in the calculation editor.
Calculated Rows
Add calculated rows with row specific formatting to your financial report to enrich it with custom totals, margins, or any other KPI.
Pivoting
Pivot your measures on the Marks card to spread them across periods or other pivot fields.
Unified Scaling
Enable unified scaling to set column widths and scale visualizations across columns.
Formatting
Pixel Perfect
With one click, you can organize columns and apply a polished IBCS-compliant layout for clearer reporting.
Auto format
Instantly format numbers across all measures for improved readability and financial reporting consistency.
Columns
Easily control which columns to display with the flexibility to show or hide them at any time.
Grouping
Create intuitive report layouts by grouping related measures or dimensions together.
Vizualizations
Bring your financial reports to life by displaying dimensions in dynamic waterfall, bar, or pin charts.
Ledger Calculation Style
Toggle between calculation mode, which uses operators and unsigned values, and addition mode, which displays signed numbers directly. Define signs and operators dynamically through the Marks card using data-driven fields, with optional manual overrides.
Row-level Formatting
Override default column formatting with row-level styling to create structured KPI overviews, highlight key measures, and group related metrics visually.
Collaboration
Create note
Attach meaningful notes to rows, columns, or metrics for better financial storytelling and more informed business decisions.
Edit note
Easily refine existing notes to keep report context accurate, relevant, and up to date as data evolves.
Replying to a note
Create clearer communication around financial data by replying to notes in context, without leaving the report.
Resolve a note
Track progress effectively and keep financial reports structured by resolving notes that no longer require attention or follow-up.
Secure on-premises solutions.
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