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Tableau for Finance: Visualize Financial Data using Tableau 

  • Offered byUDEMY

Tableau for Finance: Visualize Financial Data using Tableau
 at 
UDEMY 
Overview

Develop your skills in data visualization, using Tableau's intuitive and powerful interface

Duration

10 hours

Total fee

549

Mode of learning

Online

Official Website

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Credential

Certificate

Tableau for Finance: Visualize Financial Data using Tableau
Table of content
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  • Overview
  • Highlights
  • Course Details
  • Curriculum

Tableau for Finance: Visualize Financial Data using Tableau
 at 
UDEMY 
Highlights

  • Earn a certificate after completion of the course
  • Access on mobile and TV
  • 30-Day money-back guarantee
  • Full lifetime access
  • 6 downloadable resources
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Details Icon

Tableau for Finance: Visualize Financial Data using Tableau
 at 
UDEMY 
Course details

Who should do this course?

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

What are the course deliverables?
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
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More about this course

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

This course is taught by experienced finance professionals with expertise in data analysis and visualization

Tableau for Finance: Visualize Financial Data using Tableau
 at 
UDEMY 
Curriculum

Introduction

Course resources
This is a milestone!

 

Installation and getting started

Installing Tableau desktop and Public
About the data

 

Combining data to create Data model

Combining data from multiple tables

Relationships in Tableau
 

Data categorization in Tableau

Types of Data - Dimensions and Measures
Changing Data type in Tableau

 

Most used charts

Bar charts
Line charts
Scatterplots

 

Customizing charts using Marks shelf

Marks cards
Dropping Dimensions and Measures on marks card
Dropping Dimensions on Line chart

 

Other important charts

Text tables, heat map and highlight tables
Pie charts
Area charts
 

Grouping and Filtering data

Grouping Data
Filtering data

 

Map chart in Tableau 

How to make a map chart
Considerations before making a Map chart

 

Calculations and Analytics

Calculated fields in Tableau
Functions in Tableau

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Tableau for Finance: Visualize Financial Data using Tableau
 at 
UDEMY 

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