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Advancing in Tableau

Preparing Financial Statements

The double-entry of accounts from one tool to another leaves room for errors to creep in. The most efficient solution would be create and analyze your accounts in the one place. In this course, you’ll learn that Tableau can be an effective tool for creating and analyzing your company’s accounts.

Advanced        10 Lessons        150 Minutes        CPD Credits
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About This Course

One of the easiest ways to speed up analysis, is to store all your data in the one source. In this course, you’ll learn how Tableau can help finance and accounting professionals do that.

Across 10 lessons, you’ll discover how to create and analyze three types of financial statements: income, balance sheets, and cash flow.

By the end of this course, you’ll realize how creating your statements in Tableau saves departments time.

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Learning Outcomes

  • Explain the ideal layout of financial data for analysis in Tableau
  • Transform financial data using Tableau Prep
  • Develop an Income Statement, Balance Sheet, and Cash Flow Statement in Tableau
  • Analyze financial statements using visualizations
  • Calculate ratios and other metrics using Tableau formulas
  • Evaluate different sources of financial data


1. Course Introduction
2. Exploring the Dataset
3. Transforming the Data
4. Building the Income Statement
5. Analyzing the Income Statement
6. Creating the Balance Sheet

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7. Analyzing the Balance Sheet
8. Creating the Statement of Cash Flows
9. Analyzing the Statement of Cash Flows
10. Considering Ledger Data
Learning Certificates

Showcase Your Skills

Each time you complete a course exam, you earn a certificate that demonstrates your proficiency in that subject matter. We are proud to be able to say that Kubicle certificates are recognized by the most respected employers from around the world.

When you earn internationally-recognized certificates, you increase confidence. And when you enhance your ability, speed and accuracy, you increase your employability.

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