Understanding your true cost structure is the foundation of every smart business decision—but getting there often means wrangling messy spreadsheets and disconnected data. In this session, we’ll walk through how to use Tableau Prep to transform raw Excel cost files into a clean, flexible data model built for breakeven analysis.

You’ll see how to ingest and standardize multiple Excel spreadsheets, categorize fixed and variable costs, and calculate key metrics like cost per unit and total production cost. From there, we’ll extend the model to forecast revenue scenarios based on cost assumptions—helping answer critical questions like How many units do we need to sell to break even? and What happens when costs or prices change?

This presentation is ideal for analysts, consultants, and small business teams looking to:

• Clean and combine Excel-based cost data in Tableau Prep

• Build a reusable breakeven data model

• Create cost-driven revenue forecasts

• Support smarter pricing and production decisions

No advanced Prep experience required—just a desire to turn raw cost data into actionable insight.