Preparing Financial Statements
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What’s Included
Course Introduction
Course Introduction
Tableau has plenty of potential for finance and accounting professionals. In this lesson, you'll learn why this is the case, and we'll introduce the case study for this course.
Exploring the Dataset
Exploring the Dataset
One of the key considerations when developing accounts in Tableau is ensuring that your underlying data is in the right format. In this lesson, we'll discuss these considerations, and see how they apply to the dataset for our case study.
Transforming the Data
Transforming the Data
When developing a complex data model in Tableau, the first step is always to transform the data in Tableau. In this lesson, we'll see what transformations need to be applied to our data before we analyze it.
Building the Income Statement
Building the Income Statement
In this lesson, we build the Income Statement, the first of the three financial statements we cover in this course. We'll learn how to build the various measures needed to create the statement, and then build it using Tableau's visualizations.
Analyzing the Income Statement
Analyzing the Income Statement
The advantage of using Tableau for financial statement analysis is that we can easily analyze statements in the same place where we create them. In this lesson, we'll analyze the trends in our Income Statement using different visualizations.
Creating the Balance Sheet
Creating the Balance Sheet
The Balance Sheet is the second financial statement we want to create. We'll learn how to do so in this lesson, and see that there is significant overlap between the methods used to create the Income Statement and Balance Sheet.
Analyzing the Balance Sheet
Analyzing the Balance Sheet
Ratio analysis is a common way of analyzing Balance Sheet data. In this lesson, we'll calculate various ratios for our data, and see how to handle calculations involving data from both the Income Statement and Balance Sheet.
Creating the Statement of Cash Flows
Creating the Statement of Cash Flows
The Cash Flow Statement is the final financial statement we'll consider in this course. In this lesson, we'll learn how to create this statement in Power BI.
Analyzing the Statement of Cash Flows
Analyzing the Statement of Cash Flows
In this lesson, we'll learn how to create a matrix containing a small sample of values from the Cash Flow Statement, and analyze the data in the statement using visualizations.
Considering Ledger Data
Considering Ledger Data
When you're creating financial statements in Power BI, it's likely that your underlying data source will be your company's General Ledger. This lesson will show you what this data can look like, and explain how it differs from the data we've seen in the rest of the course.
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