Tableau for Financial Analysis

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Enrolled:4

Level

Beginner
Duration

8 hours 24 minutes
Last Updated

November 13, 2023
Enrollment validity

Enrollment validity: 365 days
Certificate

Certificate of completion

About Course

Welcome to the Tableau for Financial Analytics course! Whether you're a beginner or an experienced financial analyst looking to enhance your skills, this comprehensive course is designed to provide you with the expertise to leverage Tableau for financial analysis, visualization, and reporting within the realm of finance. Through a structured curriculum, you'll explore the entire spectrum of Tableau functionalities, from basic financial data handling to constructing intricate visualizations and interactive dashboards that empower informed financial decision-making.

Connecting and Preparing Financial Data
Creating Fundamental Financial Visualizations
Advanced Visualization Techniques for Financial Insights
Constructing Interactive Financial Dashboards
Utilizing Calculations and Expressions for Financial Analysis
Data Blending and Cross-source Analysis
Real-world Financial Analysis Scenarios
Integration with Data Analysis Toolkit
Develop a holistic approach to data analytics and business intelligence
Culminate learning by creating a comprehensive financial dashboard
Showcase your proficiency in data import, visualization, calculations, and interactivity

Course Curriculum

Introduction

Introduction to Tableau

06:32
Tableau Interface and Features I

04:30
Tableau Interface and Features II

04:14
Tableau Interface and Features III

05:14

Connecting to & Preparing Data I

Connecting to & Preparing Data II
This module has accompanying files and datasets.

Relationship (An Introduction)

02:53
JOINs I

04:39
JOINs II

02:20
Outer JOINs

04:34
Union

03:21
Data Blending (An Introduction)

01:27
Table Combination in Tableau

05:41
Table Combination in Tableau II

05:53
Creating Unions

05:58
Data Blending

04:44

Connecting to & Preparing Data III

Understanding Tableau Concepts I

Understanding Tableau Concepts II

Understanding Tableau Concepts III

Exploring & Analyzing Data I

Exploring and Analyzing Data (An Introduction)

03:38
Creating a Bar Chart

04:33
Creating Line Chart

06:04
Pie Chart and Tree Map

05:48
Bullet Chart

05:36
Text Table

05:13
Heat Maps

02:52
Scatter Plot and Gantt Chart

05:20
Symbol Map

03:36
Filled map

02:51
Box and Whisker Plot

04:34
Creating Combined Axis Charts

05:01

Exploring & Analyzing Data II

Exploring & Analyzing Data III

Exploring & Analyzing Data IV

Applying Analytics to a Worksheet

06:02
Manual Sort Option

01:23
Histogram

06:58
Calculated Fields I

06:53
Calculated Fields II

02:49
Calculated Fields III

04:25
Dates Calculated Fields I

05:08
Dates Calculated Fields II

03:01
Total and Grand Totals

03:29
Parameters I

04:46
Parameters II

04:55
Dynamic Parameters

06:05
Creating Visuals

06:19
Wrap up – Parameters I

01:15
Wrap up – Parameters II

05:43
Wrap up – Parameters III

02:47
LODs

02:58
Fixed LODs

02:24
Include LODs

03:05
Exclude LODs

03:13
Quick Table Calculation

03:36

Sharing Insights

Case Study I: Sales Insights Dashboard
This module has accompanying files and datasets.

Accompanying File – DOWNLOAD !
Introduction

03:13
Revenue by Region

00:00
A n E Revenue

00:00
Revenue by Region per Territory

00:00
City Revenue

00:00
Status Reason

00:00
Top 10 Accounts

00:00
Dashboard Formatting I

00:00
Dashboard Formatting II

00:00
Dashboard Formatting III

03:06
Dashboard Formatting IV

00:00
Dashboard Formatting V

06:17
Dashboard Formatting VI

00:00
Dashboard Formatting VII

00:00
Dashboard Formatting VIII

00:00
Dashboard Formatting IX

00:00
Dashboard Formatting X

00:00
Dashboard Formatting XI

00:00
Sales Opportunity – Channel Revenue

00:00
Revenue by Account Type

00:00
Status Reason

00:00
Category Revenue and Pipeline Phase

00:00
Account Owners

00:00
Revenue Potential by Probability I

00:00
Revenue Potential by Probability II

00:00
Drilling Down Using Parameters

00:00
Dashboard Formatting I

00:00
Dashboard Formatting II

00:00
Dashboard Formatting III

00:00
Dashboard Formatting IV

00:00
Dashboard Formatting V

00:00

Case Study II: Financial Insights Dashboard
This module has accompanying files and datasets.

Accompaning File – DOWNLOAD I
Introduction

03:48
Data Interpreter

00:00
Creating Calculated Fields

00:00
Creating Calculated Fields II

00:00
Creating Calculated Fields III

00:00
Operating Profit

00:00
Total Revenue and Gross Profit

00:00
Total Revenue Breakdown

00:00
Tooltips I

00:00
Tooltips II

00:00
Key Performance Indicators KPIs

00:00
KPIs (Last Month)

00:00
KPIs (Last Month) II

00:00
Saving to Tableau Public

00:00
KPIs Tooltips

00:00
Dashboard Layout

00:00
Dashboard Charts I

00:00
Dashboard Charts II

04:10
Dashboard KPI Charts

00:00
Dashboard KPI Charts II

00:00
Dashboard KPI Charts III

00:00
Dashboard Title

00:00
Dashboard Filter I

00:00
Dashboard Filter II

00:00
Dashboard Filter III

00:00
Dashboard Filter IV

00:00
Wrap up

00:00

Sharing Dashboards

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Tableau for Financial Analysis

About Course

What will I learn?

Course Curriculum

Introduction

Introduction to Tableau

Tableau Interface and Features I

Tableau Interface and Features II

Tableau Interface and Features III

Connecting to & Preparing Data I

Live Connection and Extracts

Tableau Data Extract

Tableau Data Extract Refresh

Pros and Cons of Tableau Extract

Live Connection vs Tableau Data Extract

Tableau Data File Type

Other Tableau Data File

Connecting to & Preparing Data II This module has accompanying files and datasets.

Relationship (An Introduction)

JOINs I

JOINs II

Outer JOINs

Union

Data Blending (An Introduction)

Table Combination in Tableau

Table Combination in Tableau II

Creating Unions

Data Blending

Connecting to & Preparing Data III

Tableau Data Type (An Introduction)

Data Fields

Aliases

Renaming Data Fields

Understanding Tableau Concepts I

Dimansions and Measures (Introduction)

Dimensions and Measures I

Dimension vs Measures II

Understanding Tableau Concepts II

Discrete and Continuous Fields (Introduction)

Discrete and Continuous Fields (Introduction)

Difference Between Discrete and Continuous Fields

Understanding Tableau Concepts III

Tableau Concept (Aggregation)

Exploring & Analyzing Data I

Exploring and Analyzing Data (An Introduction)

Creating a Bar Chart

Creating Line Chart

Pie Chart and Tree Map

Bullet Chart

Text Table

Heat Maps

Scatter Plot and Gantt Chart

Symbol Map

Filled map

Box and Whisker Plot

Creating Combined Axis Charts

Exploring & Analyzing Data II

Exploring and Analyzing Data (Introduction)

Tooltips

Formatting Charts

Using Animation

Format – Other Options

Using Cards and Legends

Wrap Up

Exploring & Analyzing Data III

Organizing Data and Applying Filters

Creating Groups

Grouping – Top and Bottom N

Sets I

Sets II

Filter Shelf

Filtering Out NULLs

Date Filters I

Date Filters II

Exploring & Analyzing Data IV

Applying Analytics to a Worksheet

Manual Sort Option

Histogram

Calculated Fields I

Calculated Fields II

Connecting to & Preparing Data II
This module has accompanying files and datasets.

Case Study I: Sales Insights Dashboard
This module has accompanying files and datasets.

Case Study II: Financial Insights Dashboard
This module has accompanying files and datasets.