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Udemy

Financial Analytics: Financial Analysis with Excel & Tableau

via Udemy

Overview

Master MS Excel for financial data analysis & manipulation | Tableau to visualize financial data & make financial models

What you'll learn:
  • Master advanced functions and formulas in MS Excel for financial data analysis.
  • Explore techniques to manipulate and cleanse financial data effectively using Excel.
  • Discover how to create dynamic financial models and perform accurate financial forecasting.
  • Develop expertise in using Tableau to visualize financial data and build interactive dashboards.
  • Create visually compelling charts, graphs, and visualizations for financial analysis in Tableau.
  • Analyze financial statements and perform ratio analysis to evaluate financial performance.
  • Apply your skills to real-world financial scenarios and case studies, making data-driven decisions.
  • Enhance your ability to communicate financial insights through effective data visualization.

If you are a finance professional or aspiring financial analyst looking to elevate your skills in data analysis and visualization, then this course is designed just for you. Are you ready to unlock the power of MS Excel and Tableau to become a master in financial analytics?

In this comprehensive course, you will dive deep into the world of financial analysis, learning how to leverage the capabilities of MS Excel and Tableau to manipulate, analyze, and visualize financial data. Get ready to take your financial analysis skills to new heights and impress your colleagues and stakeholders with powerful insights and visually compelling presentations.

In this course, you will:

  • Develop proficiency in MS Excel for financial data analysis, including advanced functions, formulas, and techniques.

  • Master the art of financial data manipulation and cleansing in Excel, ensuring accuracy and reliability.

  • Learn how to create dynamic financial models and perform financial forecasting using Excel.

  • Explore the power of Tableau in visualizing financial data, building interactive dashboards, and generating meaningful reports.

  • Discover techniques for creating financial charts, graphs, and visualizations that effectively communicate insights.

  • Gain hands-on experience in analyzing financial statements, performing ratio analysis, and conducting financial performance assessments.

  • Apply your skills to real-world financial scenarios and case studies, sharpening your analytical abilities.

  • Understand the importance of data-driven decision-making in finance and how analytics can drive strategic outcomes.

In today's data-driven financial landscape, mastering the tools and techniques of financial analytics is essential for success. Whether you are an analyst, accountant, or finance professional, this course will equip you with the skills and knowledge to excel in your career. Don't miss this opportunity to become a sought-after financial analytics expert.

Enroll now and embark on your journey to master financial analysis with Excel and Tableau!

Syllabus

  • Introduction
  • Prerequisites: Excel formulas and functions
  • Time Value of Money
  • Analysis of Profit and Loss statement
  • Loan Repayment Calculations
  • Methods of Calculating Depreciation
  • Financial Ratio Analysis
  • Financial Charts and Dashboard - Introduction
  • Charts and Dashboards using Excel
  • Maps Chart - only for Excel 2019 and above
  • Case Study - Finance Dashboard
  • Pivot Tables
  • NEW! Analyze Data option in Excel - only for Microsoft 365 users
  • Importing financial data from external data sources
  • Predictive Analytics - Introduction
  • Basics of Statistics
  • Machine Learning - Introduction
  • Getting Data Ready for Regression Model
  • Creating Regression Model
  • Finance Case Study - Linear Regression
  • Tableau
  • Installation and getting started
  • Combining data to create a Data model
  • Data categorization in Tableau
  • Most used charts
  • Customizing charts using Marks shelf
  • Other important charts
  • Grouping and Filtering data
  • Map chart in Tableau
  • Calculations and Analytics
  • Sets and Parameters
  • Dashboard and Story
  • Saving and Sharing your work
  • Appendix
  • Congratulations and about your certificate

Taught by

Start-Tech Academy, Abhishek Bansal and Pukhraj Parikh

Reviews

4.5 rating at Udemy based on 571 ratings

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