
Learn about the Python standard library and why third-party libraries are needed, install with pip, and import using aliases like pandas as pd and matplotlib as plt for data frames.
Explore diverse data acquisition sources, from internal databases to external sites like Yahoo! Finance, and learn to pull data via csv, excel, api key, and data reader library.
Explore pandas and numpy basics, comparing lists, series, and data frames; learn to use vectorized operations and statistical functions like mean and standard deviation for data analysis in finance.
Discover how pandas reads excel data with read_excel, sheet selection, and index options. Explore data frame exploration and filtering with head, tail, info, describe, and in or equals.
Practice filtering in pandas by combining conditions with the & operator to select product and country, then aggregate revenue and units sold, and compute mean values across countries.
Master pandas pivot_table to summarize revenue by product and region, switching from mean to sum, and building multi-index pivots for deeper data insights.
Discover how pandas loc enables vlookup-like lookups by resetting the index and retrieving region, country, Eurozone revenue, and total profit for given order ids.
Build a Python cash flow projection to compare present value, discounted cash flow, and net present value across 20 years of asset income and a buy decision.
Split an Excel file into separate Excel files for each product by looping over unique product names with the Pendas library, reading into a data frame, and saving each subset.
Learn to automate auditing listed investment valuation in the balance sheet using python and pandas, enabling a one-click, minutes-long workflow for auditors.
Explore Matplotlib fundamentals, prepare data for visualization, and answer questions on revenue by region, online versus offline sales, regional trends, and profit comparisons.
Load and inspect the Excel data, ensure a year column by extracting the year from the order date, and prepare data for visualization by installing and importing Matplotlib.
Pivot regional data, aggregate total revenue by region, and visualize with a bar chart or pie chart to show Europe as the top region, followed by Sub-Saharan Africa and Asia.
Aggregate total revenue by year using a pivot table on a data frame, then plot a revenue trend from 2010 to 2017 and investigate data gaps in 2017.
Identify the top revenue country from a dataset of 185, using a pivot table with country as index, sort values ascending, and display a horizontal bar graph of revenues.
Compare online and offline sales channels' contribution to sales volumes using a data frame and pivot table, with the sales channel column as index and pie chart showing equal contribution.
Learn to create a seven-region time-series plot in one graph by extending a pivot table with an optional columns dimension, producing seven lines and a clear legend.
Create a pivot table showing total profit and visualize regional profits with a bubble chart where bubble size reflects profit, highlighting Europe and Sub-Saharan Africa.
This is the third course in the series of Python for Accountants. In the first two courses, we learn the basics of python; in this course, we will start to see the application of python in real-life accounting and business situations.
The entire course is based on a large sales file so that students will learn through business-related examples.
What we will cover in this Course.
1. We will extend the knowledge of Python Libraries which we learn in previous courses.
2. Various ways to acquire data and how it is efficient in python rather than traditional methods.
3. Course will introduce the two most common Python libraries NumPy and Pandas, which are most relevant to accounting.
4. We will spend more time on Pandas as it takes time to learn
5. We will touch on the underlying belief that Pandas will replace Excel
6. We will learn various functions in Pandas that are similar to Excel
6. Few Mini Projects to see Python in Action
7. Visualisation using Matplotlib package.
Mini Projects:
1. Calculating Net Present Value of future cash flows
2. Splitting large sales excel files into product excel files.
3. Automating listed investments audit and creating excel work paper.
The files used in the course are shared so you can practice and develop this skill.
Pre-requisites
Though the course is designed for all levels however some basic understanding of python is required, such as
- Familiarity with code editor / IDE specially Jupyter notebook
- Running a python code
- Understanding of the concept of variables and data types
- Data structures such as List, Dictionaries, Data Frames etc.
- Understanding of Functions and Methods
- Creating your own function
- Understanding of If/else statements and Loops
If you are not comfortable with the above, please develop these basic skills from my two courses
1. Python for Accountants I
2. Python for Accountants II
Both courses are free at the moment.