Overview
Master MS Excel for financial data analysis & manipulation | Tableau to visualize financial data & make financial models
Syllabus
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- Introduction to Financial Analytics
-- Overview of financial analytics and its importance
-- Introduction to Excel and Tableau in financial analysis
- Fundamentals of MS Excel for Financial Analysis
-- Essential Excel formulas and functions for finance
-- Managing and manipulating financial data with Excel
-- Creating financial models and forecasts in Excel
- Advanced Excel Techniques
-- Pivot tables and advanced data aggregation
-- Use of advanced formulas and custom functions
-- Data validation and error checking in financial data
- Introduction to Data Visualization with Tableau
-- Setting up and navigating Tableau
-- Connecting Tableau to Excel and other data sources
-- Basic visualization techniques and best practices
- Building Financial Dashboards in Tableau
-- Designing interactive dashboards for financial analysis
-- Customizing charts and visualizations for financial insights
-- Incorporating real-time data and dynamic elements
- Advanced Tableau Features for Financial Analysis
-- Calculated fields and table calculations
-- Advanced chart types and visualizations specific to finance
-- Using Tableau's analytical tools for financial predictions
- Integrating Excel and Tableau for Enhanced Analytics
-- Best practices for combining Excel and Tableau
-- Automating data workflows between Excel and Tableau
-- Case studies on Excel and Tableau integration for financial decision-making
- Practical Financial Analysis Case Studies
-- Real-world case studies of financial analysis projects
-- Hands-on projects using both Excel and Tableau
-- Collaborative group projects and presentations
- Course Review and Final Project
-- Recap of key concepts and techniques
-- Guidelines for the final project in financial analytics
-- Presenting and discussing final projects
- Additional Resources and Next Steps
-- Recommended readings and tools for further learning
-- Career opportunities in financial analytics
-- Certification and continuing education paths
Taught by
Tags
On-Demand
