Insightful data visualizations help $56B global bank analyze data faster with more accuracy

Business Challenges

  • Manual and Inconsistent Dashboards – Dashboards were manually created using Excel with basic visualizations and copied into PowerPoint for reporting, leading to inconsistencies in formatting and display
  • Unlinked Data - Dashboards were sourced from a large number of different data sets across multiple tabs within Excel and were linked manually, thus requiring time consuming data massaging and reconciliation
  • Limited View of Business - Business Units and Lines of Business had limited ability to view metrics through dynamic parameter selection


  • Insightful Visualizations - Developed a multi-page dashboard solution to consume and access vital information with added ability to include commentary
  • Real-Time Updates - Created a solution that pulls the latest data from the source file and populates the dashboard automatically
  • Connected Data - Normalized multiple tabs of data from Excel into a more manageable Tableau Data Source to support dashboards and a hierarchy-driven navigation
  • Created Dynamic Custom Views - Created a clean and standardized format of all dashboards and provided the business the ability to view metrics by Business Unit and Line of Business dynamically


  • More Analysis with Less Effort - Reduced the number of hours spent creating visuals in Excel and PowerPoint, allowing for more analysis with less manual effort
  • Faster Access to Data - Accelerated the time to create an established business analysis function
  • Real-Time Accuracy - The dashboards are automatically updated whenever new data is saved to the source file, decreasing the chance for human error in including latest data in the visuals