Tableau for Finance: Visualize Financial Data using Tableau

Tableau for Finance: Visualize Financial Data using Tableau, available at $59.99, has an average rating of 4.18, with 76 lectures, 9 quizzes, based on 75 reviews, and has 4496 subscribers.

You will learn about 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 This course is ideal for individuals who are Students who wish to join the field of Financial analytics or Working Finance professionals looking to learn a powerful dashboarding and Data Visualization tool or Anyone who wants to learn about Tableau from the very beginning It is particularly useful for Students who wish to join the field of Financial analytics or Working Finance professionals looking to learn a powerful dashboarding and Data Visualization tool or Anyone who wants to learn about Tableau from the very beginning.

Enroll now: Tableau for Finance: Visualize Financial Data using Tableau

Summary

Title: Tableau for Finance: Visualize Financial Data using Tableau

Price: $59.99

Average Rating: 4.18

Number of Lectures: 76

Number of Quizzes: 9

Number of Published Lectures: 75

Number of Published Quizzes: 9

Number of Curriculum Items: 85

Number of Published Curriculum Objects: 84

Original Price: $39.99

Quality Status: approved

Status: Live

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

Who Should Attend

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

Target Audiences

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

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.

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.

Course Curriculum

Chapter 1: Introduction

Lecture 1: Introduction

Lecture 2: Course resources

Lecture 3: Why Tableau

Lecture 4: This is a milestone!

Lecture 5: Tableau Products

Chapter 2: Installation and getting started

Lecture 1: Installing Tableau desktop and Public

Lecture 2: About the data

Lecture 3: Connecting to data

Lecture 4: Live vs Extract

Chapter 3: Combining data to create Data model

Lecture 1: Combining data from multiple tables

Lecture 2: Relationships in Tableau

Lecture 3: Joins in Tableau

Lecture 4: Types of Joins in Tableau

Lecture 5: Union in Tableau

Lecture 6: Physical Logical layer and Data models

Lecture 7: The visualization screen – Sheet

Chapter 4: Data categorization in Tableau

Lecture 1: Types of Data – Dimensions and Measures

Lecture 2: Types of Data – Discreet and Continuous

Lecture 3: Changing Data type in Tableau

Chapter 5: Most used charts

Lecture 1: Bar charts

Lecture 2: Line charts

Lecture 3: Scatterplots

Chapter 6: Customizing charts using Marks shelf

Lecture 1: Marks cards

Lecture 2: Dropping Dimensions and Measures on marks card

Lecture 3: Dropping Dimensions on Line chart

Lecture 4: Adding marks in scatterplot

Chapter 7: Other important charts

Lecture 1: Text tables, heat map and highlight tables

Lecture 2: Pie charts

Lecture 3: Area charts

Lecture 4: Creating custom hierarchy

Lecture 5: Tree map

Lecture 6: Dual combination charts

Lecture 7: Creating Bins

Lecture 8: Histogram

Chapter 8: Grouping and Filtering data

Lecture 1: Grouping Data

Lecture 2: Filtering data

Lecture 3: Dimension filters

Lecture 4: Measure filters

Lecture 5: Date-Time filters

Lecture 6: Filter options

Lecture 7: Types of filters and order of operation

Lecture 8: Customizing visual filters

Lecture 9: Sorting options

Chapter 9: Map chart in Tableau

Lecture 1: How to make a map chart

Lecture 2: Considerations before making a Map chart

Lecture 3: Marks card for customizing maps

Lecture 4: Customizing maps using map menu

Lecture 5: Layers in a Map

Lecture 6: Visual toolbar on a map

Lecture 7: Custom background images

Lecture 8: Territories in maps

Lecture 9: Data blending for missing geocoding

Chapter 10: Calculations and Analytics

Lecture 1: Calculated fields in Tableau

Lecture 2: Functions in Tableau

Lecture 3: Table calculations theory

Lecture 4: Table calculations in Tableau

Lecture 5: Understanding LOD expressions

Lecture 6: LOD expressions examples

Lecture 7: Analytics pane

Chapter 11: Sets and Parameters

Lecture 1: Understanding sets in Tableau

Lecture 2: Creating Sets in Tableau

Lecture 3: Parameters

Chapter 12: Dashboard and Story

Lecture 1: Dashboard part -1

Lecture 2: Dashboard part – 2

Lecture 3: Story

Chapter 13: Saving and Sharing your work

Lecture 1: Saving and sharing tableau workbook

Lecture 2: Saving and sharing your data

Lecture 3: Saving and sharing views and dashboards

Chapter 14: Appendix

Lecture 1: Connecting to SQL data source

Lecture 2: Connecting to cloud storage services

Lecture 3: Additional resources

Lecture 4: Comprehensive Interview Preparation Questions

Lecture 5: The final milestone!

Chapter 15: Congratulations and about your certificate

Lecture 1: About your certificate

Lecture 2: Bonus lecture

Instructors

Start-Tech Academy
5,000,000+ Enrollments | 4.5 Rated | 160+ Countries

Rating Distribution

1 stars: 1 votes
2 stars: 1 votes
3 stars: 13 votes
4 stars: 27 votes
5 stars: 33 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!

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