Tableau for Finance: Visualize Financial Data using Tableau

Overview

If you are a finance professional who wants to elevate your skills in data visualization and analysis, Tableau is the tool you need to master. Do you want to learn how to create stunning dashboards and visualizations that help you identify key insights and drive better financial decisions?

Syllabus

• 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

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Taught by

Start-Tech Academy

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Subjects

Data Science