Tableau For Finance: Visualize Financial Data Using Tableau

Learn to Analyze & Visualize Finance Data like a Pro with Tableau | Beginner-Friendly | Basic to Advanced level Tableau

What you'll learn

Discover how to build interactive dashboards for financial analysis using Tableau.

Learn to create compelling data-driven stories to effectively communicate insights to stakeholders using Tableau

Recognize Tableau interface components, such as worksheets, shelves, and cards, and explain how to use various Tableau tools like filters, sorting & grouping

Develop effective data visualizations that incorporate design principles such as layout, color & labeling, to effectively communicate insights to the audience

Master advanced calculations and functions to analyze and visualize financial data in Tableau.

Analyze and blend data from multiple sources using Tableau and its functionality, including data blending, joins, and unions to create meaningful insights

Create an interactive dashboard that incorporates different types of visualizations to enable users to make data-driven decisionss

Evaluate and use advanced analytics tools, such as forecasting, trend analysis, and statistical models, to gain insights from data and predict future trends

Requirements

A PC with a working internet connection and a basic knowledge of computers

Description

If you are a finance professional who wants to elevate your skills in data visualization and analysis, Tableau is the tool you need to master. Do you want to learn how to create stunning dashboards and visualizations that help you identify key insights and drive better financial decisions?This course is designed to teach you everything you need to know about Tableau for finance, from the fundamentals to advanced techniques. You will learn how to develop interactive dashboards, master advanced calculations, and create data-driven stories that engage and inform stakeholders.In this course, you will:Develop your skills in data visualization, using Tableau's intuitive and powerful interfaceMaster advanced calculations and functions to make data-driven decisionsCreate interactive dashboards and reports that engage and inform stakeholdersLearn how to create data-driven stories that communicate complex financial dataGain the skills to work with large datasets and connect to various data sourcesData visualization and analysis are essential skills in the finance industry. This course will equip you with the skills and knowledge you need to make better financial decisions and communicate insights effectively.Throughout the course, you will complete practical activities and exercises that reinforce your learning, including creating your own interactive dashboards and visualizations.This course is taught by experienced finance professionals with expertise in data analysis and visualization. We bring a practical and industry-focused approach to our teaching, sharing real-world examples and scenarios to bring the material to life.Enroll now and take your data analysis and visualization skills to the next level.

Overview

Section 1: Introduction

Lecture 1 Introduction

Lecture 2 Course resources

Lecture 3 Why Tableau

Lecture 4 This is a milestone!

Lecture 5 Tableau Products

Section 2: Installation and getting started

Lecture 6 Installing Tableau desktop and Public

Lecture 7 About the data

Lecture 8 Connecting to data

Lecture 9 Live vs Extract

Section 3: Combining data to create Data model

Lecture 10 Combining data from multiple tables

Lecture 11 Relationships in Tableau

Lecture 12 Joins in Tableau

Lecture 13 Union in Tableau

Lecture 14 Physical Logical layer and Data models

Lecture 15 The visualization screen - Sheet

Section 4: Data categorization in Tableau

Lecture 16 Types of Data - Dimensions and Measures

Lecture 17 Types of Data - Discreet and Continuous

Lecture 18 Changing Data type in Tableau

Section 5: Most used charts

Lecture 19 Bar charts

Lecture 20 Line charts

Lecture 21 Scatterplots

Section 6: Customizing charts using Marks shelf

Lecture 22 Marks cards

Lecture 23 Dropping Dimensions and Measures on marks card

Lecture 24 Adding marks in scatterplot

Section 7: Other important charts

Lecture 25 Text tables, heat map and highlight tables

Lecture 26 Pie charts

Lecture 27 Area charts

Lecture 28 Creating custom hierarchy

Lecture 29 Tree map

Lecture 30 Dual combination charts

Lecture 31 Creating Bins

Lecture 32 Histogram

Section 8: Grouping and Filtering data

Lecture 33 Grouping Data

Lecture 34 Filtering data

Lecture 35 Dimension filters

Lecture 36 Measure filters

Lecture 37 Date-Time filters

Lecture 38 Filter options

Lecture 39 Types of filters and order of operation

Lecture 40 Customizing visual filters

Lecture 41 Sorting options

Section 9: Map chart in Tableau

Lecture 42 How to make a map chart

Lecture 43 Considerations before making a Map chart

Lecture 44 Marks card for customizing maps

Lecture 45 Customizing maps using map menu

Lecture 46 Layers in a Map

Lecture 47 Visual toolbar on a map

Lecture 48 Custom background images

Lecture 49 Territories in maps

Lecture 50 Data blending for missing geocoding

Section 10: Calculations and Analytics

Lecture 51 Calculated fields in Tableau

Lecture 52 Functions in Tableau

Lecture 53 Table calculations theory

Lecture 54 Table calculations in Tableau

Lecture 55 Understanding LOD expressions

Lecture 56 LOD expressions examples

Lecture 57 Analytics pane

Section 11: Sets and Parameters

Lecture 58 Understanding sets in Tableau

Lecture 59 Creating Sets in Tableau

Lecture 60 Parameters

Section 12: Dashboard and Story

Lecture 61 Dashboard part -1

Lecture 62 Dashboard part - 2

Lecture 63 Story

Section 13: Appendix

Lecture 64 Connecting to SQL data source

Lecture 65 Connecting to cloud storage services

Lecture 66 The final milestone!

Section 14: Congratulations and about your certificate

Lecture 67 Bonus lecture

Students who wish to join the field of Financial analytics,Working Finance professionals looking to learn a powerful dashboarding and Data Visualization tool,Anyone who wants to learn about Tableau from the very beginning