Tableau Financial Reporting & Financial Analysis Masterclass

Prepare a profit and loss statement in Tableau by organizing chart of accounts, filtering to P&L ledgers, applying class and subclass sorting, and labeling totals for net profit.

Apply country filters to slice the profit and loss statement by country, switching to a single value list to view a specific country's P&L and reflect it in the report.

Learn to build gross profit and net profit calculations in Tableau using trading accounts, chart of accounts filters, and dashboard assembly.

Learn to calculate operating profit by consolidating trading accounts into a profit figure, then derive EBITDA by filtering sales, cost of sales, and operating expenses while excluding depreciation and amortization.

Calculate profit before interest and tax (PBIT) using Tableau by replicating the gross profit sheet, renaming visuals to EBIT, and filtering to include trading, operating, and non-operating classes.

Compile the calculated profit and loss values onto a full-screen dashboard, arranging gross profit, operating profit, and net profit for future analytics.

Create a calculated field to compute sales in Tableau using sum and if logic, validate against the P&L, and enable gross and net profit calculations.

Learn to calculate gross profit by creating a calculated field in the analysis tab using sum if for the trading account, aligned with the chart of accounts and measures.

Create a net profit field in Tableau using an if statement to sum the profit and loss values, then display and compare it on a dashboard.

Create a calculated field named operating in Tableau to sum amounts when class equals trading account or operating account, then verify results on the dashboard across 2018–2020.

Create a calculated field in Tableau to compute ebitda by summing sales, cost of sales, and operating expenses from the subclass values, then verify the results on the dashboard.

Master calculating PBIT in Tableau by building a calculated field that sums trading and operating accounts while excluding non-operating items, preparing gross profit margin and net profit margin.

Learn to calculate gross profit margin in Tableau by dividing gross profit by sales, create calculated field, and format as a percentage with two decimals, enabling country analysis with slicers.

Create a net profit margin field in the analysts tab, then calculate it as net profit divided by sales, and format as a two-decimal percentage across all three countries.

Learn to define and calculate marketing expense in Tableau by creating a calculated field and applying subtotals for accurate visualizations tied to sales.

Explore profit and loss ratios like gross and net margins while recognizing limitations of balance sheet–based metrics; focus on P&L values to build a compelling profit and loss analytics dashboard.

Learn to format a Tableau dashboard by adding a title, adjusting layout and font, and preparing the first visual via a worksheet before adding it to the dashboard.

Create a multi-series bar chart in Tableau that shows sales, gross profit, and net profit across years, quarters, or months, with merged charts and color-coded measures.

Create an area chart showing gross profit, ebidta, and operating profit on a single axis, customize colors, expand to month level, and add it to the dashboard.

Create an area chart of sales versus marketing expense on a dashboard, with date on columns and monthly or quarterly detail.

Create a combo chart showing sales as bars, and gross profit margin and net profit margin as lines using a dual axis. Align and add this chart to the dashboard.

Learn to format a Tableau dashboard by adjusting font sizes, resizing panels, aligning visuals, and removing borders to create a neat, space-efficient layout.

Learn to add and configure slicers for country, region, quarter, and month across all dashboard sheets in Tableau, including layout options and applying filters to worksheets, with presentation mode tips.

Prepare the balance sheet using the same data from prior sections, then compute key balance sheet values and ratios, and create dashboard charts linking P&L, balance sheet, and ratios.

Hide unused sheets, build a three-year balance sheet with class, subclass, and account structures, and apply a quick table calculation to convert period values to total-to-date balances.

Create a dynamic amount to date measure on the balance sheet using a running sum in a calculated field named amount_dtd that adapts across periods.

Compute total assets on the balance sheet with a running-sum calculated field, filtering current and non-current assets at class and subclass levels for analytics and ratios.

Learn to calculate current assets in Tableau by building a running sum with a sum function, defining subtotals, and aliasing headings for dashboard-ready reporting.

Define non-current assets and build a calculated field in Tableau, then validate results against the balance sheet while planning to break out cash, inventory, and receivables for ratios.

Create a calculated field named inventory in Tableau to sum the amount when the account equals inventory, returning zero otherwise, then drag the inventory measure to review the resulting values.

Define receivables at the account level in Tableau by creating a calculated field for trade receivables. Apply a sum on the amount as a balance sheet item and validate results.

Calculate cash and cash equivalents in Tableau by creating field cash, using running sum with sum, applying an if condition where account level equals open market commerce, and verifying subtotals.

Learn to calculate total debt in Tableau by creating a calculated field, using running sum with subclass equals liabilities, and validating current and long-term debt against the balance sheet.

Calculate current liabilities in Tableau by creating a calculated field, applying the formula, and dragging the results to metrics to verify values.

Create a calculated field in tableau compute long term liabilities, using a conditional formula that sets amount to zero when subclause two equals long term liabilities, and validate values.

Create a calculated field for equity using the sum function, filter by subclass equals honors, display the results in a matrix, and prepare to compute key financial ratios.

Compute asset turnover, return on capital employed, and return on equity to assess efficiency and profitability from sales, capital, and net profit.

Learn to calculate key risk management ratios in Tableau: gearing, interest cover, and financial leverage, using debt, equity, EBIT, and operating and net profit.

Learn to calculate liquidity management ratios—current ratio, quick ratio, and cash to sales ratio—using Tableau with current assets, current liabilities, inventory, cash, and sales data.

learn to compute operating efficiency ratios using trade receivables, trade payables, and inventory turnover. apply formulas for receivables collection period, payables payment period, and inventory turnover period.

Set up the balance sheet dashboard by refining visuals, removing subtotals and labels, and styling the title in bold dark blue, with floating visuals for risk, liquidity, and operating efficiency.

Learn to build a single bar chart comparing debt and equity across years, split by quarters, then add gearing on a dual axis with separate scaling and final dashboard integration.

Represent total assets and sales relative to assets in a single visual, adding asset turnover with a dual axis and color distinctions, and prepare the dashboard layout for presentation.

build a Tableau chart that compares total working capital (current assets minus current liabilities) with sales using a dual axis, adjust colors and circle sizes for clear dashboard visualization.

Learn to build a working capital dashboard in Tableau by visualizing inventory and trade receivables, calculating working capital to sales, and refining charts with color and layout.

Add slicers to a Tableau dashboard, configure region, country, quarter, and month filters as single-value lists or dropdowns, ensuring a fully responsive, synchronized dashboard across worksheets.

Revise the cash flow statement structure using the indirect method, design Excel data structures to support it, then build a Tableau workflow with opening and closing balances.

Revises the cash flow statement structure, explaining cash and cash equivalents and the three sections (operating, investing, financing) using the indirect method with depreciation and other non-cash adjustments.

Explore cash flow statement calculations, including end- and start-of-year cash and profit before tax, with distinct logics. Learn to adjust non-cash items and asset purchases and sales via sign conversions.

Define and map a cash flow statement inside a chart of accounts, balance sheet, and P&L, detailing operating, investing, and financing sections and value types in Tableau.

Learn to load and model cash flow data in Tableau by uploading the Excel file, linking the chart of accounts to cash flow statement structure, and defining relationships and cardinality.

Compute the end of the year cash and cash equivalents in Tableau using a calculated field, the cash flow structure, and type filters, and verify with the balance sheet.

Calculate the opening balance for cash and cash equivalents by subtracting the period values from the closing balance of the previous year, using a calculated field.

Master the calculation of cash flow statement values by applying conditional logic to operating, investing, and financing components, using Tableau calculated fields to verify against P&L and balance sheet.

Rename sheets to opening balance, closing balance, and investing and financing; combine on a Tableau dashboard to prepare the cash flow statement. Tweak formatting by hiding headings and aligning visuals.

Prepare a complete cash flow statement by building a single calculated field that maps types to operating, investing, and financing flows, with opening and closing balances.

Review the statement of changes in equity, including share capital, retained earnings, and reserves, then model changes from accounting policy and dividends within data structures.

Define the statement of changes in equity structure in Tableau from an Excel model, mapping opening balances, retained earnings, and dividends across accounts.

Import the statement of changes in equity into Tableau and connect it to the chart of accounts. Adjust the relationship to reflect many-to-one accounts, validate modelling, and prepare reports.

_calculate the closing balance in the statement of changes in equity using balance at end, create calculated fields, and verify results against the balance sheet across multiple years in tableau._

Calculate the opening balance for each period across all equity components using a calculated field, and validate opening and ending balances in the statement of changes in equity.

Calculate period values for changes in share capital and retained earnings using a calculated field in Tableau, based on opening and closing balances for the statement of changes in equity.

Learn to prepare a statement of changes in equity by arranging opening and closing balances and creating a Tableau calculated field for accounting policy changes, income, dividends, and share capital.

Adjust the fiscal year to start in July using the date dropdown and default properties, enabling accurate quarterly and monthly hierarchies for non-calendar years.