Overview
The Ultimate Hands-On Tableau Financial Statements, Reporting, Financial Analytics, Visualization, & BI Course.
Syllabus
-
- Introduction to Tableau for Financial Reporting
-- Overview of Tableau and its Applications in Finance
-- Setting Up Tableau: Installation and Configuration
-- Navigating the Tableau Interface
- Data Preparation and Connection
-- Importing Financial Data into Tableau
-- Data Cleaning and Transformation Techniques
-- Managing Data Sources and Connections
- Building Financial Dashboards
-- Designing Effective Financial Dashboards
-- Creating Financial Metrics and KPIs
-- Best Practices for Dashboard Layout and Design
- Visual Analytics and Financial Statements
-- Visualizing Income Statements
-- Creating Balance Sheets and Cash Flow Statements
-- Analyzing Financial Trends and Ratios
- Advanced Calculations and Analytics
-- Using Calculated Fields for Financial Analysis
-- Implementing Table Calculations for Comparative Analytics
-- Advanced Analytical Features in Tableau
- Time-Series and Forecasting
-- Analyzing Financial Time-Series Data
-- Introduction to Forecasting Techniques
-- Building Time-Series Visualizations
- Interactive Reporting and Data Storytelling
-- Creating Interactive Financial Reports
-- Techniques for Effective Data Storytelling
-- Sharing and Publishing Dashboards
- Case Studies and Real-World Applications
-- Applying Tableau in Financial Scenarios
-- Industry-Specific Financial Analysis Examples
-- Problem Solving with Tableau
- Integration and Automation
-- Automating Financial Reports with Tableau
-- Integrating Tableau with Other Financial Tools
-- Exploring Tableau Extensions and APIs
- Course Wrap-Up and Next Steps
-- Reviewing Key Concepts and Techniques
-- Best Practices for Continuous Learning
-- Resources for Ongoing Tableau and Analytics Development
Taught by
Irfan Sharif ACA ACCA | #1 Best Selling Instructor of Accounting & Bookkeeping
Tags
On-Demand
