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Financial Data Analysis with Excel, Python and Power BI · LearnSpace
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Financial Data Analysis with Excel, Python and Power BI

Курс от Coursera
Средний≈ 17.9 чАнглийский
О курсеНавыкиПрограммаПреподаватели

О курсе

Clean, transform, analyze, and visualize financial data using Excel, Python, R, and Power BI. In this course, you’ll develop practical data analysis skills used by financial analysts to turn raw data into clear business insights. You’ll start by building structured financial budgets in Excel using advanced formulas and lookup tools. Then, you’ll clean and transform datasets using Python and apply statistical summaries in R. You’ll learn how to import and reshape structured and semi-structured data, including JSON files. Finally, you’ll design interactive Power BI dashboards, apply star-schema modeling, and implement row-level security for controlled reporting. What makes this course unique is its multi-tool approach. You won’t rely on one platform—you’ll learn how Excel, Python, R, and Power BI work together in real finance workflows. The course concludes with a portfolio-ready project where you transform retail financial data and build a performance dashboard for business reporting.

Навыки, которые вы освоите

Power BIData CleansingData TransformationExcel FormulasData Import/ExportPandas (Python Package)Dashboard CreationFinancial AnalysisMicrosoft ExcelData ManipulationData PreprocessingData AnalysisDescriptive StatisticsData Analysis SoftwareData QualityStatistical AnalysisFinancial DataStatistical ReportingData WranglingDashboard

Программа курса

15 модулей · 99 учебных материалов

01Excel: Build Financial Budgets Fast: Formula Foundations8 материалов

Formula Foundations — Getting It Right the First Time

Course OverviewDIALOGUEIntroduction and WelcomeВидеоOverall Formula Syntax StructureВидеоCommon Formula Mistakes and How to Fix ThemЧтение

Учитесь у экспертов

Professionals from the Industry

Преподаватель курса

Financial Data Analysis with Excel, Python and Power BI
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Обучение откроется на Coursera
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Обучение на Coursera

≈ 17.9 ч

15 модулей

Язык: Английский

Субтитры: Арабский, Французский, Итальянский, Бразильский португальский, Корейский, Немецкий, Пушту, Испанский, Дари, Японский

Часть программы вашего университета
Practice Common Financial FormulasВидео
Hands-on Activity: Debug the Broken Budget - Syntax Driven ErrorsЗадание
Formula Pop-Quiz: Test Your SyntaxЗадание
Where Do Formulas Trip You Up?DIALOGUE
02Excel: Build Financial Budgets Fast: Build and Automate a Financial Budget Template6 материалов
Designing a budget worksheet that works for youВидеоBuild the Template Step by StepВидеоPro Tips: Keeping Your Budget Spreadsheet Error-FreeЧтениеHands-on Activity: Create your own Budget TemplateЗаданиеBuild Flexible Data Retrieval with Advanced LookupsDIALOGUEBuild Financial Budgets Fast — Mastery CheckЗадание
03PowerBI: Visualize & Publish Data: Get to Know the BI Landscape 7 материалов
Why BI Tools Matter for AnalystsDIALOGUEIntroduction and WelcomeВидеоHow Business Intelligence Works: Components & FlowВидеоPreparing Your Data: How to Get a Spreadsheet BI-ReadyЧтениеNavigating Power BI Desktop: A Beginner’s OrientationВидеоHands-on Activity: Prepare and Integrate Your Dataset for Power BIЗаданиеBuilding Your Power BI Data-Integration Readiness ChecklistDIALOGUE
04PowerBI: Visualize & Publish Data: Create and Publish Insights in Power BI 6 материалов
Create, Refine, and Publish Your First Power BI ChartВидеоBest Practices for Creating Clear Financial Visuals in Power BIЧтениеHow to Create, Publish, and Share Your First Power BI VisualВидеоHands-on Activity: Build, Publish, and Share Your First Power BI VisualЗаданиеReflecting on Your First Shared Power BI VisualDIALOGUEGraded Quiz: Visualize & Publish with ConfidenceЗадание
05Data Cleaning with Python for Finance: Getting to Know Your Financial Data 7 материалов
Introduction to Data Cleaning with Python for FinanceВидеоWhy Clean Data Matters and How Python Can HelpDIALOGUEUnderstanding Data SetsЧтениеLoading Data with pandasВидеоQuick Inspection Functions in ActionВидеоHands-on Activity: Inspect Before You AnalyzeЗаданиеReflect on Inspection SkillsDIALOGUE
06Data Cleaning with Python for Finance: Cleaning Data for Financial Analysis 6 материалов
Fixing Missing and Invalid DataВидеоEssential Pandas Techniques for Financial CleaningЧтениеFrom Messy to Model-Ready: A Live Cleaning DemoВидеоHands-on Activity: Clean and Save a Financial DatasetЗаданиеHow Did You Decide What to Clean, and Why?DIALOGUEGraded Quiz: Data Cleaning with Python for FinanceЗадание
07Analyze Data: Visualize, Summarize, and R: Prepare and Inspect Data in R 8 материалов
Welcome to the CourseDIALOGUEIntroduction and WelcomeВидеоIntroduction to the R EnvironmentВидеоGetting Started with RЧтениеPlanning Your First Data Inspection in RВидеоScreencast - Inspecting a Data Frame in RВидеоHands-on Activity: Exploring Your First Data Frame in RЗаданиеPreparing Your Categorical Data for Frequency AnalysisDIALOGUE
08Analyze Data: Visualize, Summarize, and R: Summarize and Visualize Categorical Data6 материалов
Why Frequency Analysis Matters in Financial DataВидеоUnderstanding Frequency Analysis in RЧтениеScreencast: Running Frequency Analysis in RВидеоHands-on Activity: Summarizing Categorical Financial Data with Frequency AnalysisЗаданиеMaking Sense of Frequency Patterns in RDIALOGUEGraded Quiz: Inspecting and Summarizing Categorical Data in RЗадание
09Transform Financial Data: Recall & Import: Classify Data Structures in Finance8 материалов
What’s Your Data Story?DIALOGUEIntroduction and WelcomeВидеоFrom Ledger to JSON: Understanding Financial Data TypesВидеоHow Structure Shapes Meaning: Financial Data ExamplesЧтениеSpot the Pattern: How Data Types Impact Your WorkВидеоQuick Check: Data Structure IDЗаданиеHands-on Activity: Map the Data: Classify Financial SourcesЗаданиеSpot the Structure in Your Daily WorkDIALOGUE
10Transform Financial Data: Recall & Import: Import and Transform JSON in Power Query 6 материалов
From JSON to Table: The Power Query WorkflowВидеоBehind the Scenes: How Power Query Handles JSONЧтениеTroubleshooting JSON Imports: Common Analyst PitfallsВидеоHands-on Activity: Refresh & Transform: Automate the Daily DashboardЗаданиеHow Can Automation Simplify Your Workflow?DIALOGUEGraded Quiz: Transform Financial DataЗадание
11Model Power BI Data with Security: Build a Star Schema for Financial Data8 материалов
Let’s Talk Data Modeling: Why Relationships MatterDIALOGUEIntroduction and WelcomeВидеоInitial Power BI Installation and SetupЧтениеBuilding Your First Star Schema in Power BIВидеоData Modeling in Power BIЧтениеCreating Relationships and Calculated Columns in Power BIЧтениеHands-on Activity: Create Table Relationships and DAX for Gross MarginЗаданиеReflect on Star Schema Concepts and DAX BasicsDIALOGUE
12Model Power BI Data with Security: Secure and Publish Power BI Reports 7 материалов
Data Security in Power BI: What Can Go Wrong (and How to Fix It)ВидеоRow-Level Security (RLS): Principles and Real-World ExamplesЧтениеDemo: Defining Roles and Applying RLS Filters in Power BI DesktopВидеоHands-on Activity: Deploy a Secured Power BI DashboardЗаданиеHow Would You Manage Data Visibility in Your Team?ВидеоReflection on Role Assignments and PermissionsDIALOGUEGraded Quiz: Modeling and Securing Power BI ReportsЗадание
13Automate Excel Data with Power Query and Lookups: Automate Data Cleansing with Power Query7 материалов
Automating Repetitive Excel TasksDIALOGUEIntroduction and WelcomeВидеоWhy Automate Data Prep?ВидеоPower Query Basics for Financial DataЧтениеBuilding a Power Query Workflow(Screencast)ВидеоHands-on Activity: Automate CSV Import and Annotate StepsЗаданиеWhat Surprised You About Power Query?DIALOGUE
14Automate Excel Data with Power Query and Lookups: Retrieve Data Dynamically with Advanced Lookups6 материалов
When Lookups Go WrongВидеоComparing XLOOKUP, INDEX/MATCH, and FILTERЧтениеBuilding a Fiscal-Year Template with Lookups ВидеоHands-on Activity: Create a Lookup-Driven Report TemplateЗаданиеDesigning for FlexibilityDIALOGUEGraded Quiz: Building Audit-Ready Excel Automation Задание
15Project: Transform Retail Financial Data and Build a Performance Dashboard 3 материалов
Why This Project Matters ЧтениеProject Data ЧтениеTransform Retail Financial Data and Build a Performance DashboardЗадание