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

What you will 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

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 interface
  • Master advanced calculations and functions to make data-driven decisions
  • Create interactive dashboards and reports that engage and inform stakeholders
  • Learn how to create data-driven stories that communicate complex financial data
  • Gain the skills to work with large datasets and connect to various data sources

Data 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.


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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.

English
language

Content

Introduction

Introduction
Course resources
Why Tableau
This is a milestone!
Tableau Products

Installation and getting started

Installing Tableau desktop and Public
About the data
Connecting to data
Live vs Extract

Combining data to create Data model

Combining data from multiple tables
Relationships in Tableau
Joins in Tableau
Union in Tableau
Physical Logical layer and Data models
The visualization screen – Sheet

Data categorization in Tableau

Types of Data – Dimensions and Measures
Types of Data – Discreet and Continuous
Changing Data type in Tableau

Most used charts

Bar charts
Line charts
Scatterplots

Customizing charts using Marks shelf

Marks cards
Dropping Dimensions and Measures on marks card
Dropping Dimensions on Line chart
Adding marks in scatterplot

Other important charts

Text tables, heat map and highlight tables
Pie charts
Area charts
Creating custom hierarchy
Tree map
Dual combination charts
Creating Bins
Histogram

Grouping and Filtering data

Grouping Data
Filtering data
Dimension filters
Measure filters
Date-Time filters
Filter options
Types of filters and order of operation
Customizing visual filters
Sorting options

Map chart in Tableau

How to make a map chart
Considerations before making a Map chart
Marks card for customizing maps
Customizing maps using map menu
Layers in a Map
Visual toolbar on a map
Custom background images
Territories in maps
Data blending for missing geocoding

Calculations and Analytics

Calculated fields in Tableau
Functions in Tableau
Table calculations theory
Table calculations in Tableau
Understanding LOD expressions
LOD expressions examples
Analytics pane

Sets and Parameters

Understanding sets in Tableau
Creating Sets in Tableau
Parameters

Dashboard and Story

Dashboard part -1
Dashboard part – 2
Story

Appendix

Connecting to SQL data source
Connecting to cloud storage services
The final milestone!

Congratulations and about your certificate

Bonus lecture