Tableau for Financial Reporting & Financial Analysis

Supercharge Financial Reporting & Financial Analysis with Tableau Free Version - powerful Business Intelligence software

4.43 (24 reviews)
Udemy
platform
English
language
Data & Analytics
category
instructor
151
students
6.5 hours
content
Apr 2022
last update
$84.99
regular price

What you will learn

A comprehensive introduction to Tableau

Preparing Profit & Loss Statement

Preparing Balance Sheet

Preparing Cash Flow Statement

Preparing Statement of Changes in Equity

Calculating Financial Ratios

Analyzing Financial data

Preparing Financial Dashboards

Description

Accountants and Finance professionals have to prepare and analyze financial statements and finance data almost every single day. But modern data analysis requires sophisticated computer programs to handle large volumes of data and to unlock the hidden information in this data.

This is exactly what is course is all about! You will learn to use the most powerful data analysis and business intelligence program, prepare financial statements, and perform analytics to unlock the hidden patterns in the data.


What is Tableau:

Tableau is one of the top Business Intelligence tools. If you need to analyze data, Tableau is one of the the easiest, most comprehensive, and most recognized software program.


Who should learn Tableau:

Anyone who should analyze data!


Who should take this course:

  • Finance Managers

  • Financial Controllers

  • Accountants and Bookkeepers

  • Accounting, Bookkeeping, & Finance Students


Topics Covered:

  • Basic introduction to database structure

  • Introduction to Tableau

  • Preparing basic analytics and visualizations in Tableau

  • Preparing Profit & Loss Statement

  • Preparing Balance Sheet

  • Preparing Cash Flow Statement

  • Preparing Statement of Changes in Equity

  • Calculating key Financial Ratios

  • Preparing Financial Dashboards


Prerequisite:

Basic knowledge of financial statements and financial ratios is required for this course.

No Tableau knowledge is required.


Money-Back Guarantee:

Nothing to lose! If you will not be satisfied with the course, Udemy offers 30 days money-back guarantee!


Introduction to the teacher:

Chartered Accountant | 12 years of work experience | 12 years of teaching experience as visiting faculty | 4,000 students in class and 40,000+ students on Udemy!

I have implemented Accounting Software, ERP, and Data Analysis software at various organizations and have expertise in financial transformation. I have established an outsourcings hub for US and UK Accounting firms and now I am working on bookkeeping automation startup.

Screenshots

Tableau for Financial Reporting & Financial Analysis - Screenshot_01Tableau for Financial Reporting & Financial Analysis - Screenshot_02Tableau for Financial Reporting & Financial Analysis - Screenshot_03Tableau for Financial Reporting & Financial Analysis - Screenshot_04

Content

Introduction

Downloading Tableau
Course data files
Understanding data
Why use General Ledger | Why use Positive & Negative values
Getting data into Tableau & Data Modelling
Getting started with Tableau - Calculating Sales
Saving Tableau Public file

Preparing Profit & Loss Statement

Preparing Profit & Loss Statement
Slicing P&L for Countries
Calculating Gross Profit & Net Profit
Calculating Operating Profit & EBITDA
Calculating PBIT
Compiling values on dashboard

Tableau Calculations - Calculating P&L Values

Calculating Sales
Calculating Gross Profit
Calculating Net Profit
Calculating Operating Profit
Calculating EBITDA
Calculating PBIT
Calculating Gross Profit Margin
Calculating Net Profit Margin
Calculating Marketing Expense
Calculating more ratios - Understanding the limitation

Preparing P&L Analytics Dashboard

Intro and title
Bar Chart - Sales | Gross Profit | Net Profit
Area Chart - GP | EBITDA | OP
Area Chart - Sales | Marketing expense
Combo Chart - Sales | GP Margin | NP Margin
Formatting Dashboard
Adding filters (slicers) on Dashboard

Preparing Balance Sheet

Introduction
Preparing Balance Sheet
Balance Sheet - Writing Measure for TTD value calculation
Calculating Total Assets
Calculating Current Assets
Calculating Non-Current Assets
Calculating Inventory
Calculating Receivables
Calculating Cash
Total Debt
Current Liabilities
Non-Current Liabilities
Total Equity

Key Financial Ratios

Financial Management Ratios | Asset turnover | ROCE | ROE
Risk Management Ratios | Gearing | Interest Cover | Financial Leverage
Liquidity Management Ratios | Current Ratio | Quick Ratio | Cash to Sales Ratio
Operating Efficiency Ratios | Receivable days | Payable days | Inventory days

Balance Sheet & Related Financial Dashboard

Setting up Dashboard
Chart - Debt | Equity | Gearing
Chart - Total Assets | Asset turnover
Chart - Working Capital | Sales
Chart - Receivables | Inventory | WC to Sales
Finalizing dashboard - adding slicers

Cash Flow Statement

Section introduction
Revising the Cash Flow Statement Structure
Understanding Cash Flow Statement Calculations
Understanding the CF_ST sheet in data
Loading and Modelling Cashflow_St
Calculating "Cash & Cash Equivalents at the end of the period"
Calculating "Cash & Cash Equivalents at the beginning of the period"
Calculating Cash Flow Statement Values
Preparing Cash Flow Statement
Preparing Cash Flow Statement with a single Calculated Field

Statement of Changes in Equity

Revising Statement of Changes in Equity
Defining report structure in Excel
Importing SOCE Structure and modelling
Calculating 'Balance at the end'
Calculating 'Balance at the beginning'
Calculating Values for the period
Preparing Statement of Changes in Equity

Other Miscellaneous & Bonus

Dealing with Non-Calendar Financial Year

Reviews

Nahid
April 21, 2022
This course is fantastic. I have always looked forward to using Tableau in Finance, and this is a wonderfully practical course that teaches Tableau quickly and clearly. I really enjoyed it and appreciated the creator.

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3483554
udemy ID
9/8/2020
course created date
4/22/2022
course indexed date
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