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Data Analytics Module Finance | PDF | Data Analysis | Analytics
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Data Analytics Module Finance

The Data Analytics Module focuses on equipping finance professionals and students with practical skills in Excel, SQL, and Power BI for analyzing financial datasets. It includes three sessions covering financial analysis with Excel, querying financial data using SQL, and creating dynamic dashboards in Power BI. The course aims to enhance learners' ability to clean, analyze, and visualize financial data effectively.

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Adithya Adhii
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15 views2 pages

Data Analytics Module Finance

The Data Analytics Module focuses on equipping finance professionals and students with practical skills in Excel, SQL, and Power BI for analyzing financial datasets. It includes three sessions covering financial analysis with Excel, querying financial data using SQL, and creating dynamic dashboards in Power BI. The course aims to enhance learners' ability to clean, analyze, and visualize financial data effectively.

Uploaded by

Adithya Adhii
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Data Analytics Module – Financial Domain Focus (8Hr)

Tools Covered: Excel, SQL, Power BI

Target Audience: Finance professionals, data analysts, and students

Goal: Equip learners with practical analytics skills applied to financial datasets using Excel,
SQL, and Power BI.

Session 1: Excel for Financial Analysis (3 Hours)


Objective: Learn to clean, analyze, and summarize financial data using Excel.

Topics Covered:

• - Introduction to Financial Data (Sales, Expenses, Profit & Loss, Balance Sheet)
• - Data Cleaning Techniques (Remove Duplicates, Text to Columns, Data Validation)
• - Key Formulas:

• - Financial Functions: PMT, NPV, IRR


• - Logical & Lookup: IF, IFS, VLOOKUP, XLOOKUP
• - Date Functions for Finance: EOMONTH, NETWORKDAYS

• - Creating a mini financial dashboard (using Pivot Tables, Conditional Formatting &
Charts)

Activity: Analyze and summarize a P&L dataset using Pivot Tables and Charts

Session 2: SQL for Financial Data Analysis (2 Hours)


Objective: Use SQL to query and analyze financial records from databases.

Topics Covered:

• - Understanding database structure (Tables: Transactions, Customers, Accounts)


• - Basic to Intermediate SQL:

• - SELECT, WHERE, GROUP BY, ORDER BY


• - JOIN (INNER, LEFT) for combining financial tables
• - Aggregations: SUM, AVG, COUNT, MAX, MIN
• - Date Filtering and Financial Period Analysis
Use Cases:

• - Monthly revenue trend


• - Top customers by payment volume
• - Outstanding payments by due date

Activity: Write queries to get quarterly sales, monthly expenses, and profit by category

Session 3: Power BI for Financial Dashboards (3 Hours)


Objective: Visualize financial KPIs and create dynamic dashboards.

Topics Covered:

• - Power BI Interface and Workflow


• - Data Import (Excel & SQL)
• - Data Transformation (Power Query):

• - Cleaning missing financial data


• - Merging datasets (e.g., Revenue & Expenses)

• - Data Modeling:

• - Relationships between financial tables

• - DAX for Finance:

• - CALCULATE, FILTER, YTD, TOTALMTD, TOTALQTD

• - Visualizations:

• - Profit & Loss Statement Visual


• - KPI Cards: Revenue, Expenses, Net Profit
• - Trend Line Charts, Treemaps for category spend

Activity: Build a complete Financial Dashboard with:

• - Monthly Trend
• - Expense Breakdown
• - Profit Analysis
• - Dynamic Slicers (Month, Region, Category)

Q&A / Review:

• - Discuss challenges faced


• - Review best practices for real-world analytics in finance

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