Our client used to prepare their board reports using Excel and Powerpoint. The process was cumbersome and time consuming, utilizing data from multiple Excel spreadsheets and combining the Excel charts in Powerpoint.
We streamlined the report creation by connecting all data sources to Tableau and developing multiple templates for data presentation. The client wanted to present the data in a creative, infographic like way and conform the design to a letter size page format for easy printing. Updates and additions to the print-ready report are now quick and simple, only requiring updates to the underlying Excel data.