Finance Domain: Financial Analysis and Visualization
Teacher
Dr. Pramod Kumar Patjoshi
Category
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Code(Credit) : CUFM2356(1+0+3)
Course Objectives
- To provide thorough understanding and techniques of visualization for financial analysis to business dashboard design in excel and tableau based on financial data that can meet managerial and needs.
Course Outcomes
On successful completion of this course, students will be able to:
- Analyse and prepare dashboard for different financial parameter
- Create reports, data visualizations, and dashboards of various foinancioal indices in Excel and Tableau
| COS | COURSE OUTCOMES | MAPPING COS WITH POS (High-3; Medium-2; Low-1) |
| CO1 | Analyse and prepare dashboard for different financial parameter | PO1(2), PO2(3) |
| CO2 | Create reports, data visualizations, and dashboards of various foinancioal indices in Excel and Tableau | PO2(3), PO3(3) |
Course Syllabus
Course Outline
Module: I
Data Visualization
Principles of Successful Data Visualization, Advantages and Benefits of Good Data Visualization, Types of Data Visualization
Data Visualization Principles for Dashboard Design
Dashboard: Understanding dashboard design principles, layout, colour and display, common issue when building dashboards, choosing the right data visualization to communicate information effectively, displaying trends with charts. CFO Scorecard, Types of Dashboards: Strategic Dashboard, Operational Dashboard, Analytical Dashboard, Tactical Dashboard. Preparation of dashboard based on real-time data: Dashboard Design in Excel and Tableau with Graphs.
Module 2
Visualization of Financial Statement Analysis for Dashboard Design
Preparation of different Dashboard with visualization of Financial Statement Analysis: Financial Key Performance Indicators (KPI) Dashboard, Profit and Loss Dashboard, Accounts Receivable & Accounts Payable Dashboard, Financial Performance Dashboard, Balance Sheet Dashboard, The Right Business Dashboards for every Users. Preparation of Dashboard for Financial Data Comparison Analysis: Development Trend Analysis and Key Financial Analysis.
*Project on preparation of the above with Excel and Tableau
Module 3
Visualization of Corporate Finance for Dashboard Design
Preparation of different Dashboard with visualization of Corporate Finance: Financial Investment Dashboard, Funds Raising Dashboard, Components of Working Capital Dashboard, Dividend Dashboard, Cash Management Dashboard, CFO Dashboard, Budget Management Dashboards, Significance of Budgeting and Forecasting Data at a Glance, Budget to Actual Comparison Template, Key Elements for Budget vs. Actual Dashboards
Project Dashboard: Overall Project Dashboard, Cost Performance Dashboards, Schedule Performance and Progress Dashboard.
*Project on preparation of the above with Excel and Tableau
Module 4
Visualization of Stock Market for Dashboard Design
Visualization of Stock Market for Dashboard Design: Visualizing Company Profits, Visualizing by Sector, Financial results by business segment in a Small Multiples Dashboard, KPI & Sparkline in Stock dashboard, Top PerformerStock Performance dashboard, PE ratio, Investment Returns, Investment Summary, Investment Comparisons, Stock Dividend Tracker, Stock Market Dashboard - Trend Analysis of Stock Performance, Dashboard for comparing Rates of Return, Security’s Rate of Return, Portfolio of Securities' Rate of Return, Security’s Risk,
*Project on preparation of the above with Excel and Tableau
Text Book:
Visualizing Financial Data by Julie Rodriguez and PiotrKaczmarek, Wiley Publication
Storytelling with Data: A Data Visualization Guide for Business Professionals by Cole NussbaumerKnaflic: Wiley Publication
Session Plan
Session 1, 2
Discussion of Course Contents and Session Plan
Dashboard: Meaning, purpose and benefits of dashboards
https://www.youtube.com/watch?v=m7T8xBM7hSk
https://www.slideshare.net/matthieua/dashboard-definition-example
Session 3, 4
Understanding dashboard design principles, layout, colour and display
Assignment of Companies and Data Collection for Preparation of Dashboard
https://www.youtube.com/watch?v=n3JdFWmoESQ
https://www.logianalytics.com/dashboarddesignguide/dashboard-design-fundamentals/
Session 5
CFO Scorecard
| Discussion and Students' Practice on Dashboard Project |
https://www.youtube.com/watch?v=4eA-CvM99vA
https://www.youtube.com/watch?v=jwQwqJWNjc4
https://www.idashboards.com/dashboard-examples/finance-cfo-scorecard/
Session 6, 7
Types of dashboards
| Discussion and Students' Practice on Dashboard Project |
https://www.youtube.com/watch?v=a_6PzqHS5xA
https://www.bidashboard.org/types.html
https://www.datapine.com/blog/strategic-operational-analytical-tactical-dashboards/
Session 8, 9
Strategic dashboards and Tactical dashboards
| Discussion /Students' Practice |
https://www.youtube.com/watch?v=NIQj-AiBajU
https://www.youtube.com/watch?v=0JBhwh2smAU
Session 10
Analytical Dashboard
| Discussion /Students' Practice |
https://www.youtube.com/watch?v=Ini66QXgo7M
https://www.zoho.com/blog/analytics/analytical-dashboards.html
Session 11
Operational dashboards
| Discussion and Students' Practice on Dashboard Project |
Session 12
MANAGEMENT DASHBOARD
| Discussion /Students' Practice |
https://www.datapine.com/dashboard-examples-and-templates/management
Session 13, 14
Project KPI Dashboard
| Discussion /Students' Practice |
https://www.youtube.com/watch?v=0h4awt9rxpI
https://www.youtube.com/watch?v=58pbIkZqUWA
Session 15, 16, 17
Data Visualization Design Best Practices (Students’ Project)
| Students' Presentation |
Session 18, 19, 20
Data Visualization Best Practices (Students’ Project)
| Students' Presentation |
Session 21, 22, 23
Data Visualization: 7 Steps for Effective Visualizations (Students’ Project)
| Students' Presentation |
Session 24, 25, 26
Financial Reporting Dashboard (Students’ Project)
| Students' Presentation |
https://www.youtube.com/watch?v=93WsSpm3pow
https://www.qlik.com/us/dashboard-examples/financial-dashboards
Session 27, 28, 29
Financial Dashboards: 5 Must-Know Tips for CFOs (Students’ Project)
| Discussion /Students' Practice |
https://www.youtube.com/watch?v=2cV00jP_bwY
https://www.youtube.com/watch?v=ENkcbpByWYY
https://www.solvexia.com/blog/financial-dashboards-5-must-know-tips-for-cfos
Session 30, 31, 32
FINANCIAL DASHBOARD (Students’ Project)
| Discussion /Students' Practice |
Session 33, 34, 35
Key Capabilities of a Financial Dashboard (Students’ Project)
| Students' Presentation |
https://www.qlik.com/us/dashboard-examples/financial-dashboards
Session 36, 37, 38
Financial Dashboard Templates – Financial Statements
| Students' Presentation on Class Test 2 |
https://www.youtube.com/watch?v=Th0mUf-PSaU
Session 39, 40, 41
MONTHLY FINANCIALS Accounts Payable & Receivable
| Students' Presentation on Class Test 2 |
Session 42, 43
Financial Performance Dashboard (Students’ Project)
| Students' Presentation |
https://www.klipfolio.com/resources/dashboard-examples/executive/financial-performance
Session 44, 45
Stock Market Dashboard
| Students' Presentation |
https://ticker.finology.in/market
https://www.sisense.com/dashboard-examples/finance/stock-trader-dashboard/
Session 45, 46
Stock trading platform dashboard
Session 47, 48
Case Studies
Case Studies
Our Main Teachers
Working as an Associate Professor (Finance) in the School of Management, Centurion University, and Management, Bhubaneswar. Completed MBA from Kanchipuram University in 1998 with specialization in Finance and done Ph.D. entitled “The Impact of Inflation on Business Performance under Conditions of Limited Financial Disclosure: Case of Firms Operating in India”. Have 15 years of teaching […]