Financial Analytics: Financial Analysis with Excel & Tableau

Übersicht

If you are a finance professional or aspiring financial analyst looking to elevate your skills in data analysis and visualization, then this course is designed just for you. Are you ready to unlock the power of MS Excel and Tableau to become a master in financial analytics?

Lehrplan

• 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

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Unterrichtet von

Start-Tech Academy

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Fachgebiete

Business