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Tableau Financial Reporting & Financial Analysis Masterclass
Note : 4,2 sur 5(470 notes)
2 911 participants

Ce que vous apprendrez

  • A comprehensive introduction to Tableau
  • Preparing Profit & Loss Statement
  • Preparing Balance Sheet
  • Preparing Cash Flow Statement
  • Preparing Statement of Changes in Equity
  • Calculating Financial Ratios
  • Analyzing Financial data
  • Preparing Financial Dashboards

Contenu du cours

10 sections72 sessions6 h 23 min de durée totale
  • Downloading Tableau2:11
  • Course data files0:14
  • Understanding data7:24
  • Why use General Ledger | Why use Positive & Negative values0:56
  • Getting data into Tableau & Data Modelling8:12
  • Getting started with Tableau - Calculating Sales10:53
  • Saving Tableau Public file3:14

Prérequis

  • Basic knowledge of Financial Statements
  • Basic knowledge of Financial Ratios
  • No Tableau knowledge is required

Description

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.

This is exactly what is course is all about! You will learn to use the most powerful data analysis and business intelligence program, prepare financial statements, and perform analytics to unlock the hidden patterns in the data.


What is Tableau:

Tableau is one of the top Business Intelligence tools. If you need to analyze data, Tableau is one of the the easiest, most comprehensive, and most recognized software program.


Who should learn Tableau:

Anyone who should analyze data!


Who should take this course:

  • Finance Managers

  • Financial Controllers

  • Accountants and Bookkeepers

  • Accounting, Bookkeeping, & Finance Students


Topics Covered:

  • Basic introduction to database structure

  • Introduction to Tableau

  • Preparing basic analytics and visualizations in Tableau

  • Preparing Profit & Loss Statement

  • Preparing Balance Sheet

  • Preparing Cash Flow Statement

  • Preparing Statement of Changes in Equity

  • Calculating key Financial Ratios

  • Preparing Financial Dashboards


Prerequisite:

Basic knowledge of financial statements and financial ratios is required for this course.

No Tableau knowledge is required.


Money-Back Guarantee:

Nothing to lose! If you will not be satisfied with the course, Udemy offers 30 days money-back guarantee!


Introduction to the teacher:

Chartered Accountant | 12 years of work experience | 12 years of teaching experience as visiting faculty | 4,000 students in class and 40,000+ students on Udemy!

I have implemented Accounting Software, ERP, and Data Analysis software at various organizations and have expertise in financial transformation. I have established an outsourcings hub for US and UK Accounting firms and now I am working on bookkeeping automation startup.

À qui ce cours s'adresse-t-il ?

  • Finance Managers
  • Financial Controllers
  • Finance Directors
  • Accountants, Bookkeepers, and Financial Analysts
  • Accounting, Bookkeeping, & Finance students
  • Data Analysts
  • Business Analysts
  • Investors and stock market analysts