Financial Analytics: Financial Analysis with Excel & Tableau

DFE WP

Grasp MS Excel for monetary information evaluation & manipulation | Tableau to visualise monetary information & make monetary fashions

What you’ll be taught

Grasp superior capabilities and formulation in MS Excel for monetary information evaluation.

Discover methods to govern and cleanse monetary information successfully utilizing Excel.

Uncover tips on how to create dynamic monetary fashions and carry out correct monetary forecasting.

Develop experience in utilizing Tableau to visualise monetary information and construct interactive dashboards.

Create visually compelling charts, graphs, and visualizations for monetary evaluation in Tableau.

Analyze monetary statements and carry out ratio evaluation to judge monetary efficiency.

Apply your abilities to real-world monetary eventualities and case research, making data-driven choices.

Improve your capability to speak monetary insights by way of efficient information visualization.

Description

In case you are a finance skilled or aspiring monetary analyst trying to elevate your abilities in information evaluation and visualization, then this course is designed only for you. Are you able to unlock the facility of MS Excel and Tableau to turn out to be a grasp in monetary analytics?

On this complete course, you’ll dive deep into the world of monetary evaluation, studying tips on how to leverage the capabilities of MS Excel and Tableau to govern, analyze, and visualize monetary information. Get able to take your monetary evaluation abilities to new heights and impress your colleagues and stakeholders with highly effective insights and visually compelling displays.

On this course, you’ll:

  • Develop proficiency in MS Excel for monetary information evaluation, together with superior capabilities, formulation, and methods.
  • Grasp the artwork of monetary information manipulation and cleaning in Excel, guaranteeing accuracy and reliability.
  • Discover ways to create dynamic monetary fashions and carry out monetary forecasting utilizing Excel.
  • Discover the facility of Tableau in visualizing monetary information, constructing interactive dashboards, and producing significant studies.
  • Uncover methods for creating monetary charts, graphs, and visualizations that successfully talk insights.
  • Achieve hands-on expertise in analyzing monetary statements, performing ratio evaluation, and conducting monetary efficiency assessments.
  • Apply your abilities to real-world monetary eventualities and case research, sharpening your analytical talents.
  • Perceive the significance of data-driven decision-making in finance and the way analytics can drive strategic outcomes.

In as we speak’s data-driven monetary panorama, mastering the instruments and methods of monetary analytics is crucial for fulfillment. Whether or not you might be an analyst, accountant, or finance skilled, this course will equip you with the talents and information to excel in your profession. Don’t miss this chance to turn out to be a sought-after monetary analytics professional.

Enroll now and embark in your journey to grasp monetary evaluation with Excel and Tableau!

English
language

Content material

Introduction

Introduction
Course Assets

Conditions: Excel formulation and capabilities

Fundamental Components Operations
It is a milestone!
Mathematical Features – Half 1
Mathematical Features – Half 2
Textual Formulation – Half 1
Textual Formulation – Half 2
Logical Formulation
Date-Time Formulation
Lookup Formulas_(V Lookup, Hlookup, Index-Match)

Time Worth of Cash

Future Worth
Excel: Easy Curiosity and Compound Curiosity
Internet Current Worth
Inner Price of Return
EXCEL: NPV and PV for calculating Current Worth
Excel: Inner Price of Return
Excel: NPV and IRR for explicit dates

Evaluation of Revenue and Loss assertion

Horizontal and Vertical Evaluation
Excel: Vertical Evaluation
Excel: Horizontal Evaluation

Mortgage Compensation Calculations

Mortgage Compensation ideas
Excel: Calculating Funds
Excel: Calculating Price or Time period

Strategies of Calculating Depreciation

Depreciation Strategies and Straight Line Technique
Double Declining Stability Depreciation
Sum of Years Digits Technique
Excel: Calculating Depreciation

Monetary Ratio Evaluation

Concept: Monetary Ratios
Excel: Constructing a Template for Monetary Ratio Evaluation

Monetary Charts and Dashboard – Introduction

Monetary Charts – Introduction

Charts and Dashboards utilizing Excel

Excel Charts – Classes of messages that may be conveyed
Components of charts
The Straightforward manner of making charts
Bar and column charts
Formatting charts – Half 2
Formatting Charts – Half 2
Line Charts
Space Charts
Pie and Doughnut Charts
Why we must always keep away from Pie charts
Scatter plot or XY chart
Frequency Distribution and Histograms
Inventory Charts
Sparklines
Waterfall Chart
Warmth Maps

New! Maps Chart – just for Excel 2019 and above

Maps chart

Case Examine – Finance Dashboard

Monetary Dashboard – Introduction
Monetary Dashboard – Time Sequence of Revenue & Revenue Margin
Monetary Dashboard – Development of Income and Projection
Monetary Dashboard – Expense Evaluation utilizing Pie Chart
Monetary Dashboard – Goal monitoring utilizing Column chart
Monetary Dashboard – Collating and Formatting to create a Dashboard

Pivot Tables

Pivot Tables
Pivot Charts

NEW! Importing monetary information from exterior information sources

Importing tables from PDF – Excel 2021 and workplace 365
Importing information from web sites – Excel 2019 and workplace 365

Predictive Analytics – Introduction

Linear Regression – Introduction

Fundamentals of Statistics

Kinds of Information
Kinds of Statistics
Describing information Graphically
Measures of Facilities
Measures of Dispersion

Machine Studying – Introduction

Introduction to Machine Studying
Constructing a Machine Studying Mannequin

Getting Information Prepared for Regression Mannequin

Gathering Enterprise Data
Information Exploration
The Information and the Information Dictionary
Univariate evaluation and EDD
Discriptive Information Analytics in Excel
Outlier Therapy
Figuring out and Treating Outliers in Excel
Lacking Worth Imputation
Figuring out and Treating lacking values in Excel
Variable Transformation in Excel
Dummy variable creation: Dealing with qualitative information
Dummy Variable Creation in Excel
Correlation Evaluation
Creating Correlation Matrix in Excel

Creating Regression Mannequin

The Drawback Assertion
Fundamental Equations and Bizarre Least Squares (OLS) technique
Assessing accuracy of predicted coefficients
Assessing Mannequin Accuracy: RSE and R squared
Creating Easy Linear Regression mannequin
A number of Linear Regression
The F – statistic
Deciphering outcomes of Categorical variables
Creating A number of Linear Regression mannequin

Finance Case Examine – Linear Regression

Case Examine Linear Regression – Introduction
Case research Linear Regression – Information
Case research Linear Regression – Preprocessing
Case research Linear Regression – Outcomes
Case research Linear Regression – Prediction

Tableau

Why Tableau
Tableau Merchandise

Set up and getting began

Putting in Tableau Desktop and Public
Concerning the information
Connecting to information
Dwell vs Extract

Combining information to create a Information mannequin

Combining information from a number of tables
Relationships in Tableau
Joins in Tableau
Kinds of Joins in Tableau
Union in Tableau
Bodily Logical layer and Information fashions
The visualization display – Sheet

Information categorization in Tableau

Kinds of Information – Dimensions and Measures
Kinds of Information – Discreet and Steady
Altering Information sort in Tableau

Most used charts

Bar charts
Line charts
Scatterplots

Customizing charts utilizing Marks shelf

Marks playing cards
Dropping Dimensions and Measures on marks card
Dropping Dimensions on Line chart
Including marks in scatterplot

Different essential charts

Textual content tables, warmth map and spotlight tables
Pie charts
Space charts
Creating customized hierarchy
Tree map
Twin mixture charts
Creating Bins
Histogram

Grouping and Filtering information

Grouping Information
Filtering information
Dimension filters
Measure filters
Date-Time filters
Filter choices
Kinds of filters and order of operation
Customizing visible filters
Sorting choices

Map chart in Tableau

The way to make a map chart
Issues earlier than making a Map chart
Marks card for customizing maps
Customizing maps utilizing map menu
Layers in a Map
Visible toolbar on a map
Customized background photos
Territories in maps
Information mixing for lacking geocoding

Calculations and Analytics

Calculated fields in Tableau
Features in Tableau
Desk calculations principle
Desk calculations in Tableau
Understanding LOD expressions
LOD expressions examples
Analytics pane

Units and Parameters

Understanding units in Tableau
Creating Units in Tableau
Parameters

Dashboard and Story

Dashboard half -1
Dashboard half – 2
Story

Appendix

Connecting to SQL information supply
Connecting to cloud storage providers
The ultimate milestone!

Congratulations and about your certificates

Bonus lecture

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