In this guided project, you'll master Tableau's interactive features to create dynamic financial dashboards. Using a real-world financial statements dataset, you'll learn how to design reports that allow for deeper data exploration and analysis. You will start with learning how to use parameters to switch between key metrics, like the income statement, balance sheet and cash flow. Next, you'll explore how to use filters to focus on specific financial information by year and statement item.

Financial Reporting with Tableau: Parameters & Filters

Financial Reporting with Tableau: Parameters & Filters

Instructor: Kareem Makki
Access provided by ExxonMobil
Recommended experience
What you'll learn
• Prepare and Transform Financial Data
• Build Advanced Calculations and Parameters
• Design Interactive Financial Dashboards
Skills you'll practice
- Key Performance Indicators (KPIs)
- Financial Reporting
- Financial Analysis
- Financial Data
- Financial Statements
- Business Reporting
- Tableau Software
- Business Intelligence
- Performance Analysis
- Financial Statement Analysis
- Dashboard
- Data Visualization Software
- Interactive Data Visualization
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About this Guided Project
Learn step-by-step
In a video that plays in a split-screen with your work area, your instructor will walk you through these steps:
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Task 1: Set Up Tableau & Import Dataset
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Task 2: Create Parameters & Basic Filters
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Task 3: Build Interactive Dashboards
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Practice Task: R&D & SG&A Expense Trends (2022-2024)
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Task 4: Advanced Parameter Usage
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Task 5: Multi-Scenario Financial Simulation with Interactive Parameters & Filters
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Cumulative Activity: YoY Growth
Recommended experience
Basic data import/format (CSV, Excel), financial statements (Income Stmt), Tableau (calculated fields, bar/line charts)
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Instructor

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How you'll learn
Skill-based, hands-on learning
Practice new skills by completing job-related tasks.
Expert guidance
Follow along with pre-recorded videos from experts using a unique side-by-side interface.
No downloads or installation required
Access the tools and resources you need in a pre-configured cloud workspace.
Available only on desktop
This Guided Project is designed for laptops or desktop computers with a reliable Internet connection, not mobile devices.
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