# Setting up FinanceTables as a Viz extension

Let's setup FinanceTables in Dashboard. Let's get started!

## 1. Prepare a Worksheet

Create a worksheet containing the data for FinanceTables. We will be using the Superstore dataset for this guide.

1. **Create a New Worksheet:** For example, Name it 'FT Worksheet'.

## 2. Add **FinanceTables** to Your WorkSheet

1. **Add The Extension:** Navigate to the Marks Pane and Select Add Viz Extension from the dropdown.

<figure><img src="/files/HhZ1AR4f7eSf8SOB0eZs" alt=""><figcaption></figcaption></figure>

1. **Import FinanceTables:**
   * If you have a TREX file:
     * Click on 'Access Local Extensions'
     * Navigate to the TREX file and select the TREX file.
   * Alternatively:
     * Search for FinanceTables in the Tableau Exchange
     * Click Open.
2. **Authorize Extension**: Click ‘OK’ to allow the extension to run in your dashboard.

## 3. Configure FinanceTables

Set up FinanceTables for your data.

1. **Add Data:** Drag all columns from the left pane into the marks card.
2.

```
<figure><img src="/files/kmWM4uKCBAHHB4eIJ60E" alt=""><figcaption></figcaption></figure>
```

3. **Open Configuration**: Click Format Extension on the Marks Pane to open the configuration window. For more information on configuring FinanceTables, check out the detailed [Configuration Screen](/finance-tables/configuration/configuration-screen.md)

<figure><img src="/files/SQ8V7MApBdYHsdghKX4w" alt=""><figcaption></figcaption></figure>

4. **Apply Settings**: Hit ‘Apply & Close’ to view your data in FinanceTables.

:tada:Congratulations! :tada: You have successfully added and configured FinanceTables in your Tableau dashboard.&#x20;

Now, explore all the powerful features FinanceTables offers.


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