Excel & Tableau Analysis Support

I need an experienced analyst who can move confidently between Excel and Tableau. The raw spreadsheets I’m working with require tidying, smart formulas or Power Query steps to surface the right metrics, and then a set of interactive Tableau visuals so my team can explore the results without leaving the dashboard.

You’ll start by importing the data I provide (typically CSV or XLSX), structuring it in Excel, and validating that all figures reconcile. Once the numbers are sound, pivot tables or other summary techniques should reveal the trends we care about. From there, I’d like those insights translated into Tableau—clean, branded worksheets tied together in a story or dashboard that filters smoothly.

Please package the finished Excel workbook and a .twbx file, and include a brief walkthrough explaining the main formulas, assumptions, and how to refresh the Tableau data source. If you’ve connected Excel and Tableau in similar end-to-end projects before, that’s exactly the skill set I’m looking for.