Tableau Financial Reporting & Financial Analysis Masterclass

Overview

Accountants and Finance professionals have to prepare and analyze financial statements and finance data almost every single day. But modern data analysis requires sophisticated computer programs to handle large volumes of data and to unlock the hidden information in this data.

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

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Taught by

Irfan Sharif ACA ACCA | #1 Best Selling Instructor of Accounting & Bookkeeping

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Subjects

Data Science