HOT
blank

Financial Analytics: Financial Analysis with Excel & Tableau

Business

Rating4.3
Enroll Now

Financial Analytics: Financial Analysis with Excel & Tableau, available at $69.99, has an average rating of 4.31, with 170 lectures, 16 quizzes, based on 191 reviews, and has 7906 subscribers.

You will learn about 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. This course is ideal for individuals who are Aspiring Financial Analysts: Individuals who want to pursue a career in financial analysis and gain proficiency in using Excel and Tableau for financial data analysis and visualization. or Finance Professionals: Professionals working in finance-related roles who want to enhance their skills in financial analysis and visualization to make data-driven decisions and communicate financial insights effectively. or Business Managers and Executives: Managers and executives who deal with financial data and want to develop a deeper understanding of financial analysis techniques to improve their decision-making abilities and strategic planning. It is particularly useful for Aspiring Financial Analysts: Individuals who want to pursue a career in financial analysis and gain proficiency in using Excel and Tableau for financial data analysis and visualization. or Finance Professionals: Professionals working in finance-related roles who want to enhance their skills in financial analysis and visualization to make data-driven decisions and communicate financial insights effectively. or Business Managers and Executives: Managers and executives who deal with financial data and want to develop a deeper understanding of financial analysis techniques to improve their decision-making abilities and strategic planning.

Enroll now: Financial Analytics: Financial Analysis with Excel & Tableau

Summary

Title: Financial Analytics: Financial Analysis with Excel & Tableau

Price: $69.99

Average Rating: 4.31

Number of Lectures: 170

Number of Quizzes: 16

Number of Published Lectures: 161

Number of Published Quizzes: 16

Number of Curriculum Items: 186

Number of Published Curriculum Objects: 177

Original Price: $29.99

Quality Status: approved

Status: Live

What You Will 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.

Who Should Attend

  • Aspiring Financial Analysts: Individuals who want to pursue a career in financial analysis and gain proficiency in using Excel and Tableau for financial data analysis and visualization.
  • Finance Professionals: Professionals working in finance-related roles who want to enhance their skills in financial analysis and visualization to make data-driven decisions and communicate financial insights effectively.
  • Business Managers and Executives: Managers and executives who deal with financial data and want to develop a deeper understanding of financial analysis techniques to improve their decision-making abilities and strategic planning.

Target Audiences

  • Aspiring Financial Analysts: Individuals who want to pursue a career in financial analysis and gain proficiency in using Excel and Tableau for financial data analysis and visualization.
  • Finance Professionals: Professionals working in finance-related roles who want to enhance their skills in financial analysis and visualization to make data-driven decisions and communicate financial insights effectively.
  • Business Managers and Executives: Managers and executives who deal with financial data and want to develop a deeper understanding of financial analysis techniques to improve their decision-making abilities and strategic planning.

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!

Course Curriculum

Chapter 1: Introduction

Lecture 1: Introduction

Lecture 2: Course resources

Chapter 2: Prerequisites: Excel formulas and functions

Lecture 1: Basic Formula Operations

Lecture 2: This is a milestone!

Lecture 3: Important Excel Functions – Sum, Average, Concatenate, Trim

Lecture 4: Important Excel Functions- Vlookup, If, Count If, Sum if

Chapter 3: Time Value of Money

Lecture 1: Future Value

Lecture 2: Excel: Simple Interest and Compound Interest

Lecture 3: Net Present Value

Lecture 4: Internal Rate of Return

Lecture 5: EXCEL: NPV and PV for calculating Present Value

Lecture 6: Excel: Internal Rate of Return

Lecture 7: Excel: NPV and IRR for particular dates

Chapter 4: Analysis of Profit and Loss statement

Lecture 1: Horizontal and Vertical Analysis

Lecture 2: Excel: Vertical Analysis

Lecture 3: Excel: Horizontal Analysis

Chapter 5: Loan Repayment Calculations

Lecture 1: Loan Repayment concepts

Lecture 2: Excel: Calculating Payments

Lecture 3: Excel: Calculating Rate or Term

Chapter 6: Methods of Calculating Depreciation

Lecture 1: Depreciation Methods and Straight Line Method

Lecture 2: Double Declining Balance Depreciation

Lecture 3: Sum of Years Digits Method

Lecture 4: Excel: Calculating Depreciation

Chapter 7: Financial Ratio Analysis

Lecture 1: Theory: Financial Ratios

Lecture 2: Excel: Building a Template for Financial Ratio Analysis

Chapter 8: Financial Charts and Dashboard – Introduction

Lecture 1: Financial Charts – Introduction

Chapter 9: Charts and Dashboards using Excel

Lecture 1: Excel Charts – Categories of messages that can be conveyed

Lecture 2: Elements of charts

Lecture 3: The Easy way of creating charts

Lecture 4: Bar and column charts

Lecture 5: Formatting charts – Part 2

Lecture 6: Formatting Charts – Part 2

Lecture 7: Line Charts

Lecture 8: Area Charts

Lecture 9: Pie and Doughnut Charts

Lecture 10: Why we should avoid Pie charts

Lecture 11: Scatter plot or XY chart

Lecture 12: Frequency Distribution and Histograms

Lecture 13: Stock Charts

Lecture 14: Sparklines

Lecture 15: Waterfall Chart

Lecture 16: Heat Maps

Chapter 10: Maps Chart – only for Excel 2019 and above

Lecture 1: Maps chart

Chapter 11: Case Study – Finance Dashboard

Lecture 1: Financial Dashboard – Introduction

Lecture 2: Financial Dashboard – Time Series of Profit & Profit Margin

Lecture 3: Financial Dashboard – Trend of Revenue and Projection

Lecture 4: Financial Dashboard – Expense Analysis using Pie Chart

Lecture 5: Financial Dashboard – Target monitoring using Column chart

Lecture 6: Financial Dashboard – Collating and Formatting to create a Dashboard

Chapter 12: Pivot Tables

Lecture 1: Pivot Tables

Lecture 2: Pivot Charts

Chapter 13: NEW! Analyze Data option in Excel – only for Microsoft 365 users

Lecture 1: Analyze Data option in Excel

Chapter 14: Importing financial data from external data sources

Lecture 1: Importing tables from PDF – Excel 2021 and office 365

Lecture 2: Importing data from websites – Excel 2019 and office 365

Chapter 15: Predictive Analytics – Introduction

Lecture 1: Linear Regression – Introduction

Chapter 16: Basics of Statistics

Lecture 1: Types of Data

Lecture 2: Types of Statistics

Lecture 3: Describing data Graphically

Lecture 4: Measures of Centers

Lecture 5: Measures of Dispersion

Chapter 17: Machine Learning – Introduction

Lecture 1: Introduction to Machine Learning

Lecture 2: Building a Machine Learning Model

Chapter 18: Getting Data Ready for Regression Model

Lecture 1: Gathering Business Knowledge

Lecture 2: Data Exploration

Lecture 3: The Data and the Data Dictionary

Lecture 4: Univariate analysis and EDD

Lecture 5: Discriptive Data Analytics in Excel

Lecture 6: Outlier Treatment

Lecture 7: Identifying and Treating Outliers in Excel

Lecture 8: Missing Value Imputation

Lecture 9: Identifying and Treating missing values in Excel

Lecture 10: Variable Transformation in Excel

Lecture 11: Dummy variable creation: Handling qualitative data

Lecture 12: Dummy Variable Creation in Excel

Lecture 13: Correlation Analysis

Lecture 14: Creating Correlation Matrix in Excel

Instructors

Rating Distribution

  • 1 stars: 3 votes
  • 2 stars: 5 votes
  • 3 stars: 17 votes
  • 4 stars: 64 votes
  • 5 stars: 102 votes

Frequently Asked Questions


How long do I have access to the course materials?


You can view and review the lecture materials indefinitely, like an on-demand channel.


Can I take my courses with me wherever I go?


Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don’t have an internet connection, some instructors also let their students download course lectures. That’s up to the instructor though, so make sure you get on their good side!

You may also like

Top 10 Relationship Building Courses to Learn in November 2024

Top 10 Storytelling Courses to Learn in November 2024

Top 10 Resilience Training Courses to Learn in November 2024