Visualize Financial Data In Tableau

Offered By
In this Guided Project, you will:

Learn how to create a forever free account on Tableau.

Learn how to create visualizations using Accounts Receivable, Cash Flow, and Profit and Loss Statements.

Learn how to create tables, bar graphs, and other visualization types.

1-2 hrs
Intermediate
No download needed
Split-screen video
English
Desktop only

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.

Skills you will develop

  • Visualization (Computer Graphics)

  • Statistical Analysis

  • Financial Analysis

  • Data Visualization (DataViz)

  • Finance

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:

  1. Understand Tableau

  2. Upload Data Sets

  3. Make An Accounts Receivable Visualization

  4. Visualize Financial Data - Practice Activity

  5. Visualize Profit and Loss Data

  6. Build Cash Flow Visualizations

  7. Visualize Finance Data in Tableau - Capstone Activity

How Guided Projects work

Your workspace is a cloud desktop right in your browser, no download required

In a split-screen video, your instructor guides you step-by-step

Frequently Asked Questions

By purchasing a Guided Project, you'll get everything you need to complete the Guided Project including access to a cloud desktop workspace through your web browser that contains the files and software you need to get started, plus step-by-step video instruction from a subject matter expert.

Because your workspace contains a cloud desktop that is sized for a laptop or desktop computer, Guided Projects are not available on your mobile device.

Guided Project instructors are subject matter experts who have experience in the skill, tool or domain of their project and are passionate about sharing their knowledge to impact millions of learners around the world.

You can download and keep any of your created files from the Guided Project. To do so, you can use the “File Browser” feature while you are accessing your cloud desktop.

Guided Projects are not eligible for refunds. See our full refund policy.

Financial aid is not available for Guided Projects.

Auditing is not available for Guided Projects.

At the top of the page, you can press on the experience level for this Guided Project to view any knowledge prerequisites. For every level of Guided Project, your instructor will walk you through step-by-step.

Yes, everything you need to complete your Guided Project will be available in a cloud desktop that is available in your browser.

You'll learn by doing through completing tasks in a split-screen environment directly in your browser. On the left side of the screen, you'll complete the task in your workspace. On the right side of the screen, you'll watch an instructor walk you through the project, step-by-step.