Course: Financial Analysis for Business Decisions: How to Use Tableau and Financial Modelling

In 2009, Dr Hal R Varian, Google’s Chief Economist, stated, ‘The ability to take data – to be able to understand it, to process it, to extract value from it, …

Beyond simply presenting data in a dashboard, Tableau allows you to give users the opportunity to interact with the dashboard and to explore the data and insights at their own …

The video provides an overview of how to create dashboards in Tableau. Dashboard objects To add visual appeal, interactivity, and context to your dashboard, you can also add several types …

Dashboards are another way for you to visualise and report information. Similar to charts, dashboards have different types based on what you are trying to achieve with your data. The …

In the sample Superstore data, navigate to Sheet 1 and create a field to calculate the discount ratio, using the formula: IF([Sales] !=0, [Discount]/[Sales],0) The formula checks whether sales equal …

After adjusting the look and feel of a visualisation, you may want to consider adding interactive elements to your visualisation, including adding filters. Filtering is a method of reducing as …

Let’s look at some of the key ways to improve the formatting of charts in Tableau. Adding text In your views, make sure you show titles, captions, and mark labels. …

Beyond the charts we’ve looked at so far, Tableau has a range of other options, including a number of map types. Creating histograms To create a histogram in Tableau: Open …

As introduced in the video, different chart types can be used to display different types of information. Each of the chart types mentioned in the video can be created using …

Throughout the course, you have been using Excel to conduct your financial analysis, but when it comes to visualising your analysed data, Tableau is the right fit! Previously, you explored …