If I have expense and category entries is it useful to use tableau to create an I&E? Are there any resources for that?
You can definitely create an income & expense statement in Tableau. I found a couple of examples in Tableau Public:
Workbook: Profit & Loss Statement
Workbook: Income Statement
And this one at "How People Use Tableau" Track profit, loss with an intuitive CFO dashboard | Tableau Software
Hope it helps
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