Tableau for Finance: Visualize Financial Data using Tableau

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Start-Tech Academy

9:13:50

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1. Introduction

1. Introduction.mp4

04:05

2. Course resources.html

3. Why Tableau.mp4

04:28

4. This is a milestone!.mp4

03:31

5. Tableau Products.mp4

09:21

2. Installation and getting started

1. Installing Tableau desktop and Public.mp4

05:02

2. About the data.mp4

08:06

3. Connecting to data.mp4

09:38

4. Live vs Extract.mp4

04:24

3. Combining data to create Data model

1. Combining data from multiple tables.mp4

04:56

2. Relationships in Tableau.mp4

13:26

3. Joins in Tableau.mp4

06:20

4. Union in Tableau.mp4

07:39

5. Physical Logical layer and Data models.mp4

07:02

6. The visualization screen - Sheet.mp4

09:13

4. Data categorization in Tableau

1. Types of Data - Dimensions and Measures.mp4

06:49

2. Types of Data - Discreet and Continuous.mp4

06:09

3. Changing Data type in Tableau.mp4

08:45

5. Most used charts

1. Bar charts.mp4

12:08

2. Line charts.mp4

08:09

3. Scatterplots.mp4

07:18

6. Customizing charts using Marks shelf

1. Marks cards.mp4

13:10

2. Dropping Dimensions and Measures on marks card.mp4

09:52

3. Adding marks in scatterplot.mp4

07:06

7. Other important charts

1. Text tables, heat map and highlight tables.mp4

09:38

2. Pie charts.mp4

08:43

3. Area charts.mp4

10:38

4. Creating custom hierarchy.mp4

03:29

5. Tree map.mp4

04:56

6. Dual combination charts.mp4

06:47

7. Creating Bins.mp4

05:54

8. Histogram.mp4

04:26

8. Grouping and Filtering data

1. Grouping Data.mp4

08:56

2. Filtering data.mp4

09:09

3. Dimension filters.mp4

09:41

4. Measure filters.mp4

04:28

5. Date-Time filters.mp4

07:46

6. Filter options.mp4

09:34

7. Types of filters and order of operation.mp4

10:19

8. Customizing visual filters.mp4

07:14

9. Sorting options.mp4

14:35

9. Map chart in Tableau

1. How to make a map chart.mp4

06:28

2. Considerations before making a Map chart.mp4

04:46

3. Marks card for customizing maps.mp4

07:43

4. Customizing maps using map menu.mp4

08:22

5. Layers in a Map.mp4

08:57

6. Visual toolbar on a map.mp4

04:35

7. Custom background images.mp4

11:30

8. Territories in maps.mp4

06:06

9. Data blending for missing geocoding.mp4

11:09

10. Calculations and Analytics

1. Calculated fields in Tableau.mp4

15:58

2. Functions in Tableau.mp4

02:53

3. Table calculations theory.mp4

07:06

4. Table calculations in Tableau.mp4

09:07

5. Understanding LOD expressions.mp4

27:11

6. LOD expressions examples.mp4

15:49

7. Analytics pane.mp4

20:01

11. Sets and Parameters

1. Understanding sets in Tableau.mp4

05:34

2. Creating Sets in Tableau.mp4

09:51

3. Parameters.mp4

14:04

12. Dashboard and Story

1. Dashboard part -1.mp4

17:04

2. Dashboard part - 2.mp4

10:45

3. Story.mp4

05:09

13. Appendix

1. Connecting to SQL data source.mp4

05:26

2. Connecting to cloud storage services.mp4

03:53

3. The final milestone!.mp4

01:33

14. Congratulations and about your certificate

1. Bonus lecture.html

Description

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

What You'll 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 is this for?

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

More details

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.
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.
Who this course is for:
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

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Start-Tech Academy is a technology-based Analytics Education Company and aims at Bringing Together the analytics companies and interested Learners. Our top quality training content along with internships and project opportunities helps students in launching their Analytics journey. Founded by Abhishek Bansal and Pukhraj Parikh. Working as a Project manager in an Analytics consulting firm, Pukhraj has multiple years of experience working on analytics tools and software. He is competent in MS office suites, Cloud computing, SQL, Tableau, SAS, Google analytics and Python.Abhishek worked as an Acquisition Process owner in a leading telecom company before moving on to learning and teaching technologies like Machine Learning and Artificial Intelligence.

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