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 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 11

Operational dashboards

Discussion  and Students' Practice on Dashboard Project

https://www.youtube.com/watch?v=P6PZMIHmyiU

https://www.bidashboard.org/types/operational.html

Session 12

MANAGEMENT DASHBOARD

Discussion /Students' Practice

https://www.datapine.com/dashboard-examples-and-templates/management

Session 15, 16, 17

Data Visualization Design Best Practices (Students’ Project)

Students' Presentation

https://www.youtube.com/watch?v=xYjmSVd6CyY

Session 18, 19, 20

Data Visualization Best Practices (Students’ Project)

Students' Presentation

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

Session 21, 22, 23

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

Students' Presentation

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

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

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

https://www.youtube.com/watch?v=KbYTJqaJXuk

https://www.sisense.com/dashboard-examples/finance/

Session 39, 40, 41

MONTHLY FINANCIALS Accounts Payable & Receivable

Students' Presentation on Class Test 2

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

Session 42, 43

Financial Performance Dashboard (Students’ Project)

Students' Presentation

https://www.klipfolio.com/resources/dashboard-examples/executive/financial-performance

Session 45, 46

Stock trading platform dashboard

 

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 […]