Finance Functions in SQL
Learning Outcomes
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What’s Included
Finance and SQL
Finance and SQL
Gain confidence in handling financial data with SQL. In this lesson, you'll refresh your knowledge of relational databases and explore the benefits of SQL for financial analysis.
Building a Database Schema
Building a Database Schema
Strengthen your ability to organize financial data. In this lesson, you'll learn how to build a database schema, providing a solid foundation for structuring and managing financial information.
Basic Financial Queries
Basic Financial Queries
Unlock the power of SQL for quick financial insights. You'll learn to apply basic queries using functions like SUM, AVG, and COUNT to aggregate and analyze your financial data.
Conditional Expressions
Conditional Expressions
Improve the precision of your financial queries. This lesson teaches you how to use conditional expressions such as WHERE clauses and CASE statements to retrieve targeted financial data.
Reporting with Datetime Functions
Reporting with Datetime Functions
Enhance your reporting capabilities with SQL. In this lesson, you'll explore datetime functions to incorporate date-specific data into your financial reports.
Generating Quarterly Reports
Generating Quarterly Reports
Create comprehensive financial reports with ease. You'll learn to generate quarterly financial reports, using SQL's datetime functions to summarize data over specific periods.
Window Functions
Window Functions
Elevate your data analysis with advanced SQL techniques. This lesson introduces you to window functions, enabling you to perform running totals, moving averages, and more.
Calculating a Running Total
Calculating a Running Total
Master the skill of tracking cumulative financial performance. You'll learn how to calculate running totals using window functions, crucial for understanding financial trends over time.
Calculating Moving Averages
Calculating Moving Averages
Improve your ability to detect financial trends. In this lesson, you'll calculate moving averages, a key technique in time-series analysis using window functions.
LAG and LEAD Functions
LAG and LEAD Functions
Enhance your comparative analysis skills. You'll learn how to use LAG and LEAD functions to compare financial data points across different time periods.
Time-Series Analysis
Time-Series Analysis
Unlock deeper insights into financial trends. This lesson shows you how to perform time-series analysis using LAG and LEAD functions, enabling you to calculate growth rates and analyze seasonal patterns.
ROLLUP Function
ROLLUP Function
Streamline your financial summaries with advanced SQL functions. You'll learn how to use the ROLLUP function to add multiple grouping levels, creating subtotals and grand totals in your financial reports.
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