Tableau for Finance: Visualize Financial Data using Tableau

Destiny For Everything


Study to Analyze & Visualize Monetary Information like a Professional with Tableau | Newbie-Pleasant. Fundamental to Superior stage Tableau

What you’ll be taught

Uncover the right way to construct interactive dashboards for monetary evaluation utilizing Tableau.

Study to create compelling data-driven tales to successfully talk insights to stakeholders utilizing Tableau

Acknowledge Tableau interface parts, equivalent to worksheets, cabinets, and playing cards, and clarify the right way to use varied Tableau instruments like filters, sorting & grouping

Develop efficient information visualizations that incorporate design rules equivalent to structure, coloration & labeling, to successfully talk insights to the viewers

Grasp superior calculations and capabilities to investigate and visualize monetary information in Tableau.

Analyze and mix information from a number of sources utilizing Tableau and its performance, together with information mixing, joins, and unions to create significant insights

Create an interactive dashboard that comes with various kinds of visualizations to allow customers to make data-driven decisionss

Consider and use superior analytics instruments, equivalent to forecasting, pattern evaluation, and statistical fashions, to achieve insights from information and predict future tendencies

Description

If you’re a finance skilled who needs to raise your abilities in information visualization and evaluation, Tableau is the device you want to grasp. Do you need to learn to create beautiful dashboards and visualizations that assist you establish key insights and drive higher monetary choices?

This course is designed to show you every thing you want to find out about Tableau for finance, from the basics to superior strategies. You’ll learn to develop interactive dashboards, grasp superior calculations, and create data-driven tales that interact and inform stakeholders.

On this course, you’ll:

  • Develop your abilities in information visualization, utilizing Tableau’s intuitive and highly effective interface
  • Grasp superior calculations and capabilities to make data-driven choices
  • Create interactive dashboards and experiences that interact and inform stakeholders
  • Discover ways to create data-driven tales that talk advanced monetary information
  • Achieve the abilities to work with massive datasets and join to varied information sources

Information visualization and evaluation are important abilities within the finance {industry}. This course will equip you with the abilities and information you want to make higher monetary choices and talk insights successfully.

All through the course, you’ll full sensible actions and workout routines that reinforce your studying, together with creating your personal interactive dashboards and visualizations.

This course is taught by skilled finance professionals with experience in information evaluation and visualization. We deliver a sensible and industry-focused strategy to our instructing, sharing real-world examples and eventualities to deliver the fabric to life.

Enroll now and take your information evaluation and visualization abilities to the subsequent stage.

English
language

Content material

Introduction

Introduction
Course assets
Why Tableau
This can be a milestone!
Tableau Merchandise

Set up and getting began

Putting in Tableau desktop and Public
In regards to the information
Connecting to information
Dwell vs Extract

Combining information to create Information mannequin

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

Information categorization in Tableau

Varieties of Information – Dimensions and Measures
Varieties 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 vital 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
Varieties of filters and order of operation
Customizing visible filters
Sorting choices

Map chart in Tableau

Methods to make a map chart
Concerns 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
Capabilities in Tableau
Desk calculations idea
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 companies
The ultimate milestone!

Congratulations and about your certificates

Bonus lecture

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