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Tableau for financial reporting and financial analysis

Course Reviews

Track :

Accounting

Lessons no : 29

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Lessons | 29
Tableau for Financial Reporting Financial Analysis Course Introduction
00:02:29

Tableau for Financial Reporting Financial Analysis Course Introduction
Lecture 1 Downloading Tableau Public free version Course Tableau for Financial Reporting
00:02:12

Lecture 1 Downloading Tableau Public free version Course Tableau for Financial Reporting
Lecture 2 Understanding course data Course Tableau for Financial Reporting Financial Analysis
00:07:25

Lecture 2 Understanding course data Course Tableau for Financial Reporting Financial Analysis
Lecture 3 Importing data in Tableau and data modelling Course Tableau for Financial Reporting
00:08:13

Lecture 3 Importing data in Tableau and data modelling Course Tableau for Financial Reporting
Lecture 4 Getting started and analyzing sales Course Tableau for Financial Reporting
00:10:54

Lecture 4 Getting started and analyzing sales Course Tableau for Financial Reporting
Lecture 5 Saving Tableau file Course Tableau for Financial Reporting Financial Analysis
00:03:15

Lecture 5 Saving Tableau file Course Tableau for Financial Reporting Financial Analysis
Lecture 6 Preparing Profit and Loss Statement Income Statement Course Tableau for FR FA
00:12:26

Lecture 6 Preparing Profit and Loss Statement Income Statement Course Tableau for FR FA
Lecture 7 Slicing Profit and Loss Statement for country Course Tableau for Financial Reporting
00:01:58

Lecture 7 Slicing Profit and Loss Statement for country Course Tableau for Financial Reporting
Lecture 8 Calculating Gross Profit Net Profit Course Tableau for Financial Reporting and FA
00:06:46

Lecture 8 Calculating Gross Profit Net Profit Course Tableau for Financial Reporting and FA
Lecture 9 Calculating Operating Profit EBITDA Course Tableau for Financial Reporting FA
00:04:01

Lecture 9 Calculating Operating Profit EBITDA Course Tableau for Financial Reporting FA
Lecture 10 Calculating PBIT Course Tableau for Financial Reporting Financial Analysis
00:01:41

Lecture 10 Calculating PBIT Course Tableau for Financial Reporting Financial Analysis
Lecture 11 Compiling values on dashboard Course Tableau for Financial Reporting FA
00:05:37

Lecture 11 Compiling values on dashboard Course Tableau for Financial Reporting FA
Lecture 12 Calculating Sales with Calculated field Course Tableau for Financial Reporting FA
00:07:29

Lecture 12 Calculating Sales with Calculated field Course Tableau for Financial Reporting FA
Lecture 13 Calculating Gross Profit w Calculated field Course Tableau for Financial Reporting
00:02:47

Lecture 13 Calculating Gross Profit w Calculated field Course Tableau for Financial Reporting
Lecture 14 Calculating Net Profit with Calculated field Course Tableau for Financial Reporting
00:02:15

Lecture 14 Calculating Net Profit with Calculated field Course Tableau for Financial Reporting
Lecture 15 Calculating Operating Profit with Calculated field Course Tableau for FR FA
00:03:40

Lecture 15 Calculating Operating Profit with Calculated field Course Tableau for FR FA
Lecture 16 Calculating EBITDA with Calculated field Course Tableau for Financial Reporting FA
00:03:14

Lecture 16 Calculating EBITDA with Calculated field Course Tableau for Financial Reporting FA
Lecture 17 Calculating PBIT with Calculated field Course Tableau for Financial Reporting FA
00:03:03

Lecture 17 Calculating PBIT with Calculated field Course Tableau for Financial Reporting FA
Lecture 18 Calculating Gross Profit Margin with Calculated field Course Tableau for FA FR
00:02:43

Lecture 18 Calculating Gross Profit Margin with Calculated field Course Tableau for FA FR
Lecture 19 Calculating Net Profit Margin with Calculated field Course Tableau for FA FR
00:01:06

Lecture 19 Calculating Net Profit Margin with Calculated field Course Tableau for FA FR
Lecture 20 Calculating Marketing expense with Calculated field Course Tableau for FA FR
00:05:14

Lecture 20 Calculating Marketing expense with Calculated field Course Tableau for FA FR
Lecture 21 Next steps and limitations Course Tableau for Financial Reporting FA
00:01:30

Lecture 21 Next steps and limitations Course Tableau for Financial Reporting FA
Lecture 22 P L Dashboard 1 Setting up Course Tableau for Financial Reporting FA
00:03:07

Lecture 22 P L Dashboard 1 Setting up Course Tableau for Financial Reporting FA
Lecture 23 Income Statement dashboard Sales Gross Profit and NP Chart Course Tableau for FR FA
00:08:21

Lecture 23 Income Statement dashboard Sales Gross Profit and NP Chart Course Tableau for FR FA
Lecture 24 Income Statement dashboard GP EBITDA OP Chart Course Tableau for FR FA
00:07:14

Lecture 24 Income Statement dashboard GP EBITDA OP Chart Course Tableau for FR FA
Lecture 25 Income Statement dashboard Sales Marketing expense Chart Course Tableau for FR FA
00:03:59

Lecture 25 Income Statement dashboard Sales Marketing expense Chart Course Tableau for FR FA
Lecture 26 Income Statement dashboard Sale GP NP Margin Chart Course Tableau for FR FA
00:05:15

Lecture 26 Income Statement dashboard Sale GP NP Margin Chart Course Tableau for FR FA
Lecture 27 Income Statement dashboard formatting dashboard Course Tableau for FR FA
00:06:26

Lecture 27 Income Statement dashboard formatting dashboard Course Tableau for FR FA
Lecture 28 Income Statement dashboard Adding slicers Course Tableau for FR FA
00:12:10

Lecture 28 Income Statement dashboard Adding slicers Course Tableau for FR FA


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Tableau for financial reporting course, in this course we will learn about Tableau for financial reporting. You'll explore how to leverage Tableau’s powerful data visualization tools to transform complex financial data into clear, insightful reports and dashboards. The course covers key techniques for creating interactive financial reports, including building dynamic dashboards, visualizing key financial metrics, and integrating data from multiple sources. You’ll also learn how to automate the reporting process, ensuring that financial insights are always up-to-date and accessible. By mastering Tableau’s features, you’ll be able to present financial information in a way that enhances decision-making and supports strategic planning. This course is ideal for finance professionals, analysts, and anyone looking to improve their financial reporting skills using Tableau.