Sql For Financial Data Analysis & Reporting - Zero To Pro

Master SQL fundamentals and apply them to financial data for comprehensive analysis, reporting, and decision making.

What you'll learn

Downloading and installing database

Fundamentals of Database and SQL

Querying database with SQL

Extracting and summarizing data with SQL

Preparing Profit & Loss Statement

Preparing Balance Sheet

Preparing Cash Flow Statement

Preparing Key Ratios and Analytics

Requirements

Basic knowledge of Financial Reports

Description

Unlock the power of financial data with this comprehensive course designed for non-tech professionals.All the financial data of an organization is stored in the database. Now to extract the data back for reporting and analysis is usually not considered easy by non-tech people. Most professionals are dependent on the reports that are available in the system. The best bet, you can connect a BI tool like Power BI and extract the data for analysis. However, this too has a lot of limitations. What is SQL:A database query tool with which you can extract any broader or specific data from the database just by writing small super-easy lines of code. No programming knowledge or database technical knowledge is required for this.  Almost anyone can do that and it will empower you in the reporting and analytics like nothing else can.What you will learn in this course:Introduction to databasesBasic ways to query a databaseSorting and filtering dataGrouping dataSplitting data on multiple parametersDrilling up and drilling down dataPreparing Financial ReportsProfit & Loss StatementBalance SheetCash Flow StatementPreparing Financial AnalyticsProfitability ratiosEfficiency ratios Liquidity ratiosRisk management ratios Who this course is for:Financial AnalystsBusiness AnalystsFinancial ControllersFinance ManagersAccountantsBookkeepersData Analysts Money back guarantee:This course comes with a 30 days money back guarantee. So, sign up risk free and if for any reason you are not satisfied with the course, you will get the full refund. About instructor:I am a Chartered Accountant from the UK with 14 years of experience. My major work has been in the accounting and finance transformation of organizations with tools like SAP and Oracle. So, I have been using SQL for quite some time. Now I run an accounting automation company. 

Overview

Section 1: Getting our PC ready to run SQL

Lecture 2 Downloading Database

Lecture 3 Downloading & Connecting Azure Data Studio

Lecture 4 CSV files for Database tables

Lecture 5 Creating our Database project & uploading data

Section 2: Getting started with SQL

Lecture 6 Understanding our Project Data

Lecture 7 Getting started with SQL - SELECT *

Lecture 8 SELECT specific Columns and Rows

Lecture 9 Selecting WHERE Part 2

Lecture 10 Time Intelligence - Date | Month

Lecture 11 Time Intelligence Part 2 - DATEPART

Lecture 12 Time Intelligence in Action - Basic Example

Lecture 13 SUM and Group

Lecture 14 Making and Using SubQuery

Lecture 15 PIVOT data into Columns

Lecture 16 Practice: SubQuery & PIVOT

Lecture 17 Create VIEW

Lecture 18 JOIN Tables

Lecture 19 JOIN Tables - Part 2

Lecture 20 RIGHT JOIN & LEFT JOIN

Lecture 21 JOINs Practice - Joining 4 Tables together

Lecture 22 FORMAT numbers

Section 3: Preparing Profit & Loss Statement

Lecture 23 Preparing Profit & Loss Statement - Part 1

Lecture 24 Profit & Loss Statement - Part 2

Lecture 25 Profit & Loss Statement Part 3

Lecture 26 Preparing Balance Sheet - Understanding the problem

Lecture 27 SQL for Cumulative SUM

Lecture 28 Cumulative SUM Part 2

Lecture 29 Cumulative SUM Part 3

Lecture 30 Balance Sheet Part 1

Lecture 31 Balance Sheet - Final

Section 4: Ratio Analysis with SQL

Lecture 32 Learning the CASE WHEN statement

Lecture 33 Calculating Sales

Lecture 34 Calculating Gross Profit and Net Profit

Lecture 35 Calculating EBITDA, Operating Profit and PBIT

Lecture 36 Calculating Gross Profit Margin - Demo

Lecture 37 Breaking down values by Country

Lecture 38 Calculating Ratios

Lecture 39 Calculating Balance Sheet Related Values

Lecture 40 Compiling all key values in one VIEW

Lecture 41 Calculating Ratios

Lecture 42 Calculating further values for Ratios and updating VIEWs

Lecture 43 Calculating Receivables and Payables and updating VIEW BSValues

Lecture 44 Updating VIEW FinValues

Lecture 45 Calculating Interest Cover, Inventory | Receivables | Payables Turnover Period

Lecture 46 Slicing Ratios for Country

Section 5: Cash Flow Statement

Lecture 47 Introduction and foundation

Lecture 48 Uploading CF Table to our Database

Lecture 49 Calculating Values for Cash Flow Statement - Part 1

Lecture 50 Calculating Cash & Cash Equivalents at the end of the Year

Lecture 51 Calculating Cash & Cash Equivalents at the start of the year

Lecture 52 Compiling Cash Flow Statement

Financial Analysts,Business Analysts,Data Analysts,Accounting professionals,Finance professionals