SQL for Financial Data Analysis & Reporting - Zero to Pro

Focused View

Irfan Sharif ACA ACCA

5:28:52

12 View

1. Getting our PC ready to run SQL

1. Downloading Database.mp4

02:58

2. Downloading & Connecting Azure Data Studio.mp4

03:24

3. CSV files for Database tables.html

4. Creating our Database project & uploading data.mp4

08:55

2. Getting started with SQL

1. Understanding our Project Data.mp4

08:02

2. Getting started with SQL - SELECT .mp4

05:37

3. SELECT specific Columns and Rows.mp4

05:13

4. Selecting WHERE Part 2.mp4

08:06

5. Time Intelligence - Date Month.mp4

07:56

6. Time Intelligence Part 2 - DATEPART.mp4

09:52

7. Time Intelligence in Action - Basic Example.mp4

04:59

8. SUM and Group.mp4

08:54

9. Making and Using SubQuery.mp4

03:49

10. PIVOT data into Columns.mp4

05:35

11. Practice SubQuery & PIVOT.mp4

04:14

12. Create VIEW.mp4

03:02

13. JOIN Tables.mp4

06:02

14. JOIN Tables - Part 2.mp4

03:21

15. RIGHT JOIN & LEFT JOIN.mp4

07:12

16. JOINs Practice - Joining 4 Tables together.mp4

05:30

17. FORMAT numbers.mp4

02:08

3. Preparing Profit & Loss Statement

1. Preparing Profit & Loss Statement - Part 1.mp4

09:14

2. Profit & Loss Statement - Part 2.mp4

09:16

3. Profit & Loss Statement Part 3.mp4

05:20

4. Preparing Balance Sheet - Understanding the problem.mp4

04:14

5. SQL for Cumulative SUM.mp4

05:15

6. Cumulative SUM Part 2.mp4

04:11

7. Cumulative SUM Part 3.mp4

01:47

8. Balance Sheet Part 1.mp4

06:38

9. Balance Sheet - Final.mp4

06:17

4. Ratio Analysis with SQL

1. Learning the CASE WHEN statement.mp4

06:29

2. Calculating Sales.mp4

09:21

3. Calculating Gross Profit and Net Profit.mp4

06:08

4. Calculating EBITDA, Operating Profit and PBIT.mp4

08:51

5. Calculating Gross Profit Margin - Demo.mp4

05:07

6. Breaking down values by Country.mp4

06:18

7. Calculating Ratios.mp4

07:31

8. Calculating Balance Sheet Related Values.mp4

20:24

9. Compiling all key values in one VIEW.mp4

08:52

10. Calculating Ratios.mp4

09:47

11. Calculating further values for Ratios and updating VIEWs.mp4

06:27

12. Calculating Receivables and Payables and updating VIEW BSValues.mp4

05:18

13. Updating VIEW FinValues.mp4

04:15

14. Calculating Interest Cover, Inventory Receivables Payables Turnover Period.mp4

06:30

15. Slicing Ratios for Country.mp4

01:25

5. Cash Flow Statement

1.1 CF.csv

1. Introduction and foundation.mp4

09:24

2. Uploading CF Table to our Database.mp4

01:37

3. Calculating Values for Cash Flow Statement - Part 1.mp4

21:58

4. Calculating Cash & Cash Equivalents at the end of the Year.mp4

06:50

5. Calculating Cash & Cash Equivalents at the start of the year.mp4

07:31

6. Compiling Cash Flow Statement.mp4

01:48

Description

Master SQL fundamentals and apply them to financial data for comprehensive analysis, reporting, and decision making.

What You'll Learn?

Downloading and installing database
Fundamentals of Database and SQL
Querying database with SQL
Extracting and summarizing data with SQL
Preparing Profit & Loss Statement
Preparing Balance Sheet
Preparing Cash Flow Statement
Preparing Key Ratios and Analytics

Who is this for?

Financial Analysts

Business Analysts

Data Analysts

Accounting professionals

Finance professionals

What You Need to Know?

Basic knowledge of Financial Reports

More details

Description
Unlock the power of financial data with this comprehensive course designed for non-tech professionals.

All the financial data of an organization is stored in the database. Now to extract the data back for reporting and analysis is usually not considered easy by non-tech people. Most professionals are dependent on the reports that are available in the system. The best bet, you can connect a BI tool like Power BI and extract the data for analysis. However, this too has a lot of limitations.

What is SQL:
A database query tool with which you can extract any broader or specific data from the database just by writing small super-easy lines of code. No programming knowledge or database technical knowledge is required for this.Â Almost anyone can do that and it will empower you in the reporting and analytics like nothing else can.
What you will learn in this course:

Introduction to databases
Basic ways to query a database
Sorting and filtering data
Grouping data
Splitting data on multiple parameters
Drilling up and drilling down data

Preparing Financial Reports
Profit & Loss Statement
Balance Sheet
Cash Flow Statement

Preparing Financial Analytics
Profitability ratios
Efficiency ratios
Liquidity ratios
Risk management ratios

Who this course is for:

Financial Analysts
Business Analysts
Financial Controllers
Finance Managers
Accountants
Bookkeepers
Data Analysts

Money back guarantee:
This course comes with a 30 days money back guarantee. So, sign up risk free and if for any reason you are not satisfied with the course, you will get the full refund.

About instructor:
I am a Chartered Accountant from the UKÂ with 14 years of experience. My major work has been in the accounting and finance transformation of organizations with tools like SAPÂ and Oracle. So, I have been using SQLÂ for quite some time. Now I run an accounting automation company.Â
Who this course is for:
Financial Analysts
Business Analysts
Data Analysts
Accounting professionals
Finance professionals

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Chartered Accountant with 12 years experience in Accounting, Finance, and Business Intelligence. I am a Chartered Accountant from ICAEW (Institute of Chartered Accountants of England and Wales) and a Chartered Certified Accountant from ACCA (Association of Chartered Certified Accountants in England) . I also have a Bachelors degree in Commerce. I started my professional career with PwC as a Functional Consultant, later moved to at FTSE 100 FMCG as a Finance Manager, then working a General Manager developed an outsourcing hub 'Excelsious' for US and UK accounting firms, and finally cofounded Receipt Bot - an accounting automation company which is automating some tedious aspects of Accounting for clients from 21 countries. Right from the beginning of my career, my role has been to improve the Accounting and Reporting systems. From automating data entry and bookkeeping to the preparation of interactive business analysis dashboards for the senior management, I have led multiple assignments. Over my professional career of 12 years, I have been teaching several programs of Accounting and BI at some reputed institutes. Over this time, I have trained 20,000+ students from 50+ countries. I am absolutely delighted to share my skills and experience with you on the Udemy platform!

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