Development & IT Consultation with Zach G.
Development & IT Consultation with Zach G.
• Data structure before any data gets into Tableau
• Possible data source solutions (Google Sheets, Excel, SQL, GA, etc..)
• Using Tableau Prep to clean and organize your data before you connect Tableau to any data
• Tableau Online Environment - Understanding Live vs Extract connections to your data - managing users in Tableau Online - Data/Dashboard Security - Data refresh schedules
• Publishing Tableau Dashboards to your online site
I won't just explain the above points, I'll show you and demonstrate anything you need with my very own Tableau Online Site. I have Tableau Desktop, Tableau Prep, and my very own Tableau Online site to show you exactly what you're experience will be after purchasing Tableau.
Get personalized advice on:
Data Analysis & Reports
tableau
tableau online
data visualization
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About Zach
AI Engineer | AI Agents | Integrations | Power BI | Data Warehouse
100%
Job Success
Bellevue, United States - 6:38 pm local time
I help companies turn those systems into AI-powered workflows, automated reporting, and intelligent data platforms.
Over the past several years I’ve helped 100+ companies build solutions that combine AI, automation, and analytics to eliminate manual work and unlock better decision making.
Today my team and I specialize in building AI-driven business systems, including:
• AI agents that automate workflows and decision making
• AI-generated dashboards built from natural language prompts
• Automated reporting pipelines and data warehouses
• AI document processing and data extraction systems
• Custom analytics platforms for operations, finance, and sales teams
Many of my clients start with a reporting or automation problem and quickly realize they can go much further by introducing AI-driven processes into their operations.
Examples of solutions we’ve built:
• AI dashboards that generate Power BI reports from simple prompts
• AI agents that process invoices and automatically code GL entries
• Automated reporting systems integrating QuickBooks, Shopify, Salesforce, and ERP data
• AI intake agents for law firms that handle client intake conversations
• Data warehouses feeding executive dashboards for C-suite reporting
• Workflow automation systems eliminating hours of manual spreadsheet work
My background started in Excel automation, data engineering, and analytics, which means the AI solutions I build are grounded in real business data systems, not just experimental tools.
Technologies I commonly work with:
AI / Automation
• OpenAI / LLM integrations
• AI workflow automation
• AI agents and conversational systems
• Natural language data interfaces
Data & Analytics
• Power BI
• Tableau
• SQL databases
• Data warehouse architecture
• ETL pipelines
Automation
• Python
• API integrations
• Excel / VBA automation
• Workflow automation platforms
Why clients hire me:
• I combine AI expertise with real business data systems
• I focus on solutions that save time or generate revenue
• My team can deliver end-to-end systems, not just prototypes
If you're looking to bring AI into your business operations, automate reporting, or build intelligent systems on top of your data, I’d be happy to discuss how we can help.
What to expect
Schedule the consultation
Choose from the freelancer’s available days and times.
Get advice for your custom needs
Share details about your project and what you want to talk about. The freelancer will review and reach out if they have questions.
Join the Zoom meeting
1-on-1 meeting with the freelancer to discuss your needs and project.
Approve the work
The freelancer will finish up the documents you asked for and send them to you for approval:
Before the consultation
Here’s what Zach will need to know before you meet
- Briefly explain your data structure (where is your data and how clean is it) and what are you hoping to achieve with Tableau?
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