Overview
Learn to Analyze & Visualize Financial Data like a Pro with Tableau | Beginner-Friendly. Basic to Advanced level Tableau
Syllabus
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- Introduction to Tableau
-- Overview of Tableau's interface and features
-- Connecting to financial data sources in Tableau
-- Understanding Tableau's data model
- Preparing Financial Data
-- Importing and cleaning financial datasets
-- Data blending and joining techniques
-- Creating calculated fields for financial metrics
- Building Basic Visualizations
-- Bar charts, line graphs, and pie charts
-- Dual-axis charts and combined visuals
-- Financial KPIs and metrics visualization
- Advanced Visualization Techniques
-- Heat maps, histograms, and box plots
-- Using parameters and sets in financial analysis
-- Geographic data visualization for finance
- Dashboard Design and Best Practices
-- Designing interactive financial dashboards
-- Enhancing dashboard interactivity with actions
-- Best practices in visualization storytelling
- Time Series Analysis in Finance
-- Understanding time series data and seasonal trends
-- Creating time series forecasts in Tableau
-- Analyzing market trends and economic indicators
- Case Studies and Real-World Applications
-- Analyzing financial statements and ratios
-- Visualizing investment portfolios
-- Risk assessment and management dashboards
- Tableau Server and Sharing Insights
-- Publishing dashboards to Tableau Server/Online
-- Collaborating with stakeholders using Tableau
-- Exporting and embedding Tableau visualizations
- Course Review and Final Project
-- Recap of key concepts and techniques
-- Developing a comprehensive financial dashboard
-- Presenting financial insights and recommendations
Taught by
Tags
On-Demand
