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Tableau Financial Reporting & Financial Analysis Masterclass 

  • Offered byUDEMY

Tableau Financial Reporting & Financial Analysis Masterclass
 at 
UDEMY 
Overview

The Ultimate Hands-On Tableau Financial Statements, Reporting, Financial Analytics, Visualization, & BI Course

Duration

7 hours

Total fee

389

Mode of learning

Online

Credential

Certificate

Tableau Financial Reporting & Financial Analysis Masterclass
 at 
UDEMY 
Highlights

  • Earn a certificate of completion from Udemy
  • Comes up with 30-Day Money-Back Guarantee
  • Get Full lifetime access
Details Icon

Tableau Financial Reporting & Financial Analysis Masterclass
 at 
UDEMY 
Course details

Who should do this course?
  • For Finance Managers
  • For Financial Controllers
  • For Accountants and Bookkeepers
  • For Accounting, Bookkeeping, & Finance Students
What are the course deliverables?
  • 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
More about this course
  • 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

Tableau Financial Reporting & Financial Analysis Masterclass
 at 
UDEMY 
Curriculum

Introduction

Why use General Ledger

Why use Positive & Negative values

Getting data into Tableau & Data Modelling

Getting started with Tableau - Calculating Sales

Saving Tableau Public file

Preparing Profit & Loss Statement

Preparing Profit & Loss Statement

Slicing P&L for countries

Tableau Calculations - Calculating P&L Values

Calculating Sales

Calculating Gross Profit

Calculating Net Profit

Calculating Operating Profit

Calculating EBITDA

Calculating PBIT

Calculating Gross Profit Margin

Calculating Net Profit Margin

Calculating Marketing Expense

Calculating more ratios - Understanding the limitation

Preparing P&L Analytics Dashboard

Intro and title

Bar Chart - Sales

Gross Profit

Net Profit

Area Chart - GP

EBITDA

OP

Area Chart - Sales

Marketing expense

Combo Chart - Sales

GP Margin

NP Margin

Formatting Dashboard

Adding filters (slicers) on Dashboard

Faculty Icon

Tableau Financial Reporting & Financial Analysis Masterclass
 at 
UDEMY 
Faculty details

Irfan Sharif ACA ACCA
Right from the beginning of my career, my role has been to improve the Accounting and Reporting systems.

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Tableau Financial Reporting & Financial Analysis Masterclass
 at 
UDEMY 

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