Finance Domain: Financial Analysis and Visualization

Teacher

Dr. Pramod Kumar Patjoshi

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Course Name : Financial Analysis and Visualization

 

Code(Credit) : CUFM2356(1+0+3)

 

 

Course Objectives

  • To equip the students with various concepts, tools, and techniques Data Visualization Principles for Dashboard Design.
  • To provide a thorough understanding and techniques of visualization of financial analysis for dashboard design in excel and tableau based on financial data that can meet managerial and business needs.
  • Create compelling, interactive dashboards to combine several visualizations into a cohesive for financial analysis.

 

Learning Outcomes

On successful completion of this course, students will be able to:

  • Understand and describe the main concepts of data visualization
  • Understand the best practices of data visualization and how to apply them to solve analytics problems
  • .LO3. Create ad-hoc reports, data visualizations, and dashboards in Tableau

Course Syllabus

Module: I

Data Visualization Principles for Dashboard Design

Dashboard: Meaning, purpose and benefits of dashboards, 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: Business Dashboards, Management Dashboard, Strategic Dashboard, Analytical Dashboard, Operational Dashboard.

*Create a Dashboard based on real-time data: Practice Dashboard Design in Excel and Tableau with Graphs.

Module II

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 the preparation of the above with Excel and Tableau

Module III

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

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 the preparation of the above with Excel and Tableau

Module IV

Visualization of the 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 Performer Stock 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 the preparation of the above with Excel and Tableau

Text Books:

  • Visualizing Financial Data by Julie Rodriguez and Piotr Kaczmarek, Wiley Publication

Links to websites:

  • https://interworks.com/blog/sellis/2017/10/03/tableau-finance-evolving-excel/
  • https://www.tableau.com/solutions/excel
  • https://www.tableau.com/solutions/finance-analytic

Session 3, 4

Session 18, 19, 20

Data Visualization Best Practices (Students’ Project)

https://eazybi.com/blog/data-visualization-and-chart-types

Session 21, 22, 23

Data Visualization: 7 Steps for Effective Visualizations (Students’ Project)

https://towardsdatascience.com/data-visualization-101-7-steps-for-effective-visualizations-491a17d974de

Session 24, 25, 26

Session 33, 34, 35

Key Capabilities of a Financial Dashboard (Students’ Project)

https://www.qlik.com/us/dashboard-examples/financial-dashboards

Session 36, 37, 38

Session 39, 40, 41

MONTHLY FINANCIALS Accounts Payable & Receivable (Students’ Project)

https://www.clicdata.com/examples/financial/

Session 42, 43

Session 44, 45

Session 45, 46

Case Studies

Case Studies

Recent Comments

    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 […]