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Carmen Rojas
Tableau is widely recognized as one of the premier data visualization software programs. For many years access to the program was limited to those who purchased licenses. Recently, Tableau launched a public version that grants the ability to create amazing data visualizations for free. Account members can also share and join projects to collaborate on projects that can change the world.
Read more
Tableau is widely recognized as one of the premier data visualization software programs. For many years access to the program was limited to those who purchased licenses. Recently, Tableau launched a public version that grants the ability to create amazing data visualizations for free. Account members can also share and join projects to collaborate on projects that can change the world.
Read more
Tableau is widely recognized as one of the premier data visualization software programs. For many years access to the program was limited to those who purchased licenses. Recently, Tableau launched a public version that grants the ability to create amazing data visualizations for free. Account members can also share and join projects to collaborate on projects that can change the world.
Like many other areas of business, finance departments of all sizes are harnessing the power of data to make better more profitable decisions. With tools like Tableau, finance does not have to be confined to the columns and rows of a spreadsheet. But can now be visualized in dynamic almost life-like ways.
In this project, we will learn how to create an account and how to create visualizations for common financial reports, including accounts receivables, profit and loss, and cash flow.
Register for this course and see more details by visiting:
OpenCourser.com/course/zk9udz/visualize
What's inside
Syllabus
Visualize Financial Data In Tableau
With tools like Tableau, finance does not have to be confined to the columns and rows of a spreadsheet. Financial data can now be visualized in dynamic almost life-like ways. In this project, we will learn how to create an account and how to create visualizations common in financial reports: accounts receivables, profit and loss, and cash flow.
Good to know
Good to know
Know what's good ,
what to watch for , and
possible dealbreakers
Explores financial data visualization, which is essential for finance professionals
Builds foundational skills in using Tableau, a widely recognized data visualization tool
Teaches how to create visualizations for common financial reports, including accounts receivables, profit and loss, and cash flow
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Activities
Be better prepared
before
your course. Deepen your understanding
during
and
after
it. Supplement your coursework and achieve mastery of the topics covered
in Visualize Financial Data In Tableau with these
activities:
Study Excel Basics
Show steps
Brush up on Excel basics, such as creating and editing spreadsheets, using formulas, and creating charts, to ensure a solid foundation for financial data visualization.
Browse courses on
Excel Basics
Show steps
-
Review online tutorials or videos on Excel basics.
-
Practice creating and formatting spreadsheets.
-
Experiment with basic formulas and functions.
Review Financial Concepts
Show steps
Revisit fundamental financial concepts, such as balance sheets, income statements, and cash flow statements, to enhance understanding of financial data visualization.
Browse courses on
Financial Concepts
Show steps
-
Review textbooks or online resources on financial accounting.
-
Analyze sample financial statements.
-
Identify key financial ratios and metrics.
Explore Tableau Tutorials
Show steps
Explore official Tableau tutorials or online courses to gain hands-on experience with the software and its capabilities for financial data visualization.
Browse courses on
Data Visualization
Show steps
-
Enroll in Tableau's online learning platform or YouTube channel.
-
Follow step-by-step tutorials on creating visualizations.
-
Experiment with different chart types and data sources.
Two other activities
Expand to see all activities and additional details
Show all five activities
Create a Tableau Dashboard
Show steps
Develop a Tableau dashboard that visualizes key financial metrics and insights, such as revenue trends, profit margins, and cash flow patterns.
Browse courses on
Tableau Dashboard
Show steps
-
Gather relevant financial data.
-
Design the dashboard layout and structure.
-
Create interactive visualizations and charts.
-
Add filters and parameters for user customization.
Mentor New Tableau Users
Show steps
Share knowledge and expertise by mentoring new Tableau users, reinforcing understanding and fostering a supportive learning community.
Show steps
-
Identify opportunities to mentor through forums or online communities.
-
Provide guidance and support on Tableau basics and best practices.
-
Collaborate on projects and provide feedback.
Study Excel Basics
Show steps
Brush up on Excel basics, such as creating and editing spreadsheets, using formulas, and creating charts, to ensure a solid foundation for financial data visualization.
Browse courses on
Excel Basics
Show steps
Show steps
Show steps
- Review online tutorials or videos on Excel basics.
- Practice creating and formatting spreadsheets.
- Experiment with basic formulas and functions.
Review Financial Concepts
Show steps
Revisit fundamental financial concepts, such as balance sheets, income statements, and cash flow statements, to enhance understanding of financial data visualization.
Browse courses on
Financial Concepts
Show steps
Show steps
Show steps
- Review textbooks or online resources on financial accounting.
- Analyze sample financial statements.
- Identify key financial ratios and metrics.
Explore Tableau Tutorials
Show steps
Explore official Tableau tutorials or online courses to gain hands-on experience with the software and its capabilities for financial data visualization.
Browse courses on
Data Visualization
Show steps
Show steps
Show steps
- Enroll in Tableau's online learning platform or YouTube channel.
- Follow step-by-step tutorials on creating visualizations.
- Experiment with different chart types and data sources.
Two other activities
Expand to see all activities and additional details
Show all five activities
Create a Tableau Dashboard
Show steps
Develop a Tableau dashboard that visualizes key financial metrics and insights, such as revenue trends, profit margins, and cash flow patterns.
Browse courses on
Tableau Dashboard
Show steps
Show steps
Show steps
- Gather relevant financial data.
- Design the dashboard layout and structure.
- Create interactive visualizations and charts.
- Add filters and parameters for user customization.
Mentor New Tableau Users
Show steps
Share knowledge and expertise by mentoring new Tableau users, reinforcing understanding and fostering a supportive learning community.
Show steps
Show steps
Show steps
- Identify opportunities to mentor through forums or online communities.
- Provide guidance and support on Tableau basics and best practices.
- Collaborate on projects and provide feedback.
Career center
Learners who complete Visualize Financial Data In Tableau will develop knowledge and skills
that may be useful to these careers:
Business Intelligence Analyst
Business Intelligence Analyst
Business Intelligence Analysts use data visualization tools to help businesses make better decisions. Tableau is one of the most popular data visualization tools used by business intelligence analysts, and this course will teach you how to use Tableau to create visualizations that can help you understand your business data and make better decisions. By taking this course, you will learn how to use Tableau to explore data, identify trends, and communicate your findings effectively. This will give you the skills you need to succeed as a business intelligence analyst.
Data Analyst
Data Analyst
Data Analysts use data visualization tools to communicate insights to stakeholders across an organization. Tableau is one of the most popular data visualization tools used by data analysts, and this course will teach you how to use Tableau to create visualizations that are both informative and visually appealing. By taking this course, you will learn how to use Tableau to explore data, identify trends, and communicate your findings effectively. This will give you the skills you need to succeed as a data analyst.
Data Scientist
Data Scientist
Data Scientists use data visualization tools to explore data, identify patterns, and make predictions. Tableau is one of the most popular data visualization tools used by data scientists, and this course will teach you how to use Tableau to create visualizations that can help you understand your data and make better decisions. By taking this course, you will learn how to use Tableau to explore data, identify trends, and communicate your findings effectively. This will give you the skills you need to succeed as a data scientist.
Financial Analyst
Financial Analyst
Financial Analysts develop visualizations that help companies understand their financial performance and make more informed decisions. This course teaches the basics of data visualization in Tableau, a popular tool used by financial analysts to create clear and concise visualizations of financial data. By taking this course, you will learn how to create visualizations that can help you identify trends, patterns, and opportunities in your financial data. This will give you a valuable edge in the competitive job market for financial analysts.
Product Manager
Product Manager
Product Managers use data visualization tools to understand product usage and make product decisions. Tableau is one of the most popular data visualization tools used by product managers, and this course will teach you how to use Tableau to create visualizations that can help you understand your product data and make better decisions. By taking this course, you will learn how to use Tableau to explore data, identify trends, and communicate your findings effectively. This will give you the skills you need to succeed as a product manager.
Operations Manager
Operations Manager
Operations Managers use data visualization tools to understand operational performance and make operational decisions. Tableau is one of the most popular data visualization tools used by operations managers, and this course will teach you how to use Tableau to create visualizations that can help you understand your operational data and make better decisions. By taking this course, you will learn how to use Tableau to explore data, identify trends, and communicate your findings effectively. This will give you the skills you need to succeed as an operations manager.
Portfolio Manager
Portfolio Manager
Portfolio Managers use data visualization tools to track the performance of their portfolios and make investment decisions. Tableau is one of the most popular data visualization tools used by portfolio managers, and this course will teach you how to use Tableau to create visualizations that can help you understand your portfolio data and make better investment decisions. By taking this course, you will learn how to use Tableau to explore data, identify trends, and communicate your findings effectively. This will give you the skills you need to succeed as a portfolio manager.
Risk Manager
Risk Manager
Risk Managers use data visualization tools to identify and manage risks that could affect their organizations. Tableau is one of the most popular data visualization tools used by risk managers, and this course will teach you how to use Tableau to create visualizations that can help you understand your risk data and make better decisions. By taking this course, you will learn how to use Tableau to explore data, identify trends, and communicate your findings effectively. This will give you the skills you need to succeed as a risk manager.
Auditor
Auditor
Auditors use data visualization tools to review financial data and ensure that it is accurate and compliant with regulations. Tableau is one of the most popular data visualization tools used by auditors, and this course will teach you how to use Tableau to create visualizations that can help you understand your audit data and make better decisions. By taking this course, you will learn how to use Tableau to explore data, identify trends, and communicate your findings effectively. This will give you the skills you need to succeed as an auditor.
Forensic Accountant
Forensic Accountant
Forensic Accountants use data visualization tools to investigate financial fraud and other financial crimes. Tableau is one of the most popular data visualization tools used by forensic accountants, and this course will teach you how to use Tableau to create visualizations that can help you understand your forensic data and make better decisions. By taking this course, you will learn how to use Tableau to explore data, identify trends, and communicate your findings effectively. This will give you the skills you need to succeed as a forensic accountant.
Market Researcher
Market Researcher
Market Researchers use data visualization tools to understand consumer behavior and make marketing decisions. Tableau is one of the most popular data visualization tools used by market researchers, and this course will teach you how to use Tableau to create visualizations that can help you understand your market research data and make better decisions. By taking this course, you will learn how to use Tableau to explore data, identify trends, and communicate your findings effectively. This will give you the skills you need to succeed as a market researcher.
Investment Analyst
Investment Analyst
Investment Analysts use data visualization tools to analyze financial data and make investment recommendations. Tableau is one of the most popular data visualization tools used by investment analysts, and this course will teach you how to use Tableau to create visualizations that can help you understand financial data and make better investment decisions. By taking this course, you will learn how to use Tableau to explore data, identify trends, and communicate your findings effectively. This will give you the skills you need to succeed as an investment analyst.
Marketing Manager
Marketing Manager
Marketing Managers use data visualization tools to understand marketing campaign performance and make marketing decisions. Tableau is one of the most popular data visualization tools used by marketing managers, and this course will teach you how to use Tableau to create visualizations that can help you understand your marketing data and make better decisions. By taking this course, you will learn how to use Tableau to explore data, identify trends, and communicate your findings effectively. This will give you the skills you need to succeed as a marketing manager.
Financial Manager
Financial Manager
Financial Managers use data visualization tools to track financial performance and make decisions that can improve profitability. Tableau is one of the most popular data visualization tools used by financial managers, and this course will teach you how to use Tableau to create visualizations that can help you understand your financial data and make better decisions. By taking this course, you will learn how to use Tableau to explore data, identify trends, and communicate your findings effectively. This will give you the skills you need to succeed as a financial manager.
Sales Manager
Sales Manager
Sales Managers use data visualization tools to track sales performance and make sales decisions. Tableau is one of the most popular data visualization tools used by sales managers, and this course will teach you how to use Tableau to create visualizations that can help you understand your sales data and make better decisions. By taking this course, you will learn how to use Tableau to explore data, identify trends, and communicate your findings effectively. This will give you the skills you need to succeed as a sales manager.
For more career information including salaries, visit:
OpenCourser.com/course/zk9udz/visualize
Reading list
We've selected nine books
that we think will supplement your
learning. Use these to
develop background knowledge, enrich your coursework, and gain a
deeper understanding of the topics covered in
Visualize Financial Data In Tableau.
Save
Focuses specifically on using Tableau for visualizing financial data, and provides practical examples and case studies.
Save
A comprehensive and practical guide to data visualization, providing a deep understanding of its principles and techniques.
Focuses on effective communication through data visualization, ensuring that visualizations are clear and impactful.
Emphasizes using data visualization to communicate effectively and persuade audiences.
Provides a comprehensive guide to financial data analytics. It great resource for anyone who wants to learn more about the basics of financial data analytics and how to use Tableau to visualize financial data.
Save
Provides a comprehensive guide to data visualization that covers the basics of data visualization. It great resource for anyone who wants to learn more about the different types of data visualizations and how to use them effectively.
Explores principles and best practices for financial statement analysis, enriching the understanding of financial data visualization.
A classic in the field of finance, providing a deep understanding of portfolio theory and investment analysis.
Save
Provides a quick and easy guide to using Tableau. It great resource for beginners who want to learn how to use Tableau to create basic visualizations.
For more information about how these books relate to this course, visit:
OpenCourser.com/course/zk9udz/visualize
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Effort
1-2 hrs
Level
Intermediate
Via
Coursera
Institution
Coursera Project Network
Instructor
Carmen Rojas
Language
English
Good to know
Explores financial data visualization, which is essential for finance professionals
Builds foundational skills in using Tableau, a widely recognized data visualization tool
Teaches how to create visualizations for common financial reports, including accounts receivables, profit and loss, and cash flow
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