Introduction to Accounting Data Analytics and Visualization

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课程主页: https://www.coursera.org/archive/intro-accounting-data-analytics-visual

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课程大纲

MODULE 1: INTRODUCTION TO ACCOUNTANCY ANALYTICS
MODULE 2: ACCOUNTING ANALYSIS AND AN ANALYTICS MINDSET
MODULE 3: DATA AND ITS PROPERTIES
MODULE 4: DATA VISUALIZATION 1

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Accounting has always been about analytical thinking. From the earliest days of the profession, Luca Pacioli emphasized the importance of math and order for analyzing business transactions. The skillset that accountants have needed to perform math and to keep order has evolved from pencil and paper, to typewriters and calculators, then to spreadsheets and accounting software. A new skillset that is becoming more important for nearly every aspect of business is that of big data analytics: analyzing large amounts of data to find actionable insights. This course is designed to help accounting students develop an analytical mindset and prepare them to use data analytic programming languages like Python and R. We’ve divided the course into three main sections. In the first section, we bridge accountancy to analytics. We identify how tasks in the five major subdomains of accounting (i.e., financial, managerial, audit, tax, and systems) have historically required an analytical mindset, and we then explore how those tasks can be completed more effectively and efficiently by using big data analytics. We then present a FACT framework for guiding big data analytics: Frame a question, Assemble data, Calculate the data, and Tell others about the results. In the second section of the course, we emphasize the importance of assembling data. Using financial statement data, we explain desirable characteristics of both data and datasets that will lead to effective calculations and visualizations. In the third, and largest section of the course, we demonstrate and explore how Excel and Tableau can be used to analyze big data. We describe visual perception principles and then apply those principles to create effective visualizations. We then examine fundamental data analytic tools, such as regression, linear programming (using Excel Solver), and clustering in the context of point of sale data and loan data. We conclude by demonstrating the power of data analytic programming languages to assemble, visualize, and analyze data. We introduce Visual Basic for Applications as an example of a programming language, and the Visual Basic Editor as an example of an integrated development environment (IDE).

会计数据分析和可视化简介:会计一直以来都是分析思想。从专业开始,Luca Pacioli就强调了数学和顺序对于分析业务交易的重要性。会计师执行数学和保持秩序所需的技能已从铅笔和纸质发展到打字机和计算器,再到电子表格和会计软件。对于几乎所有业务领域而言,越来越重要的新技能是大数据分析:分析大量数据以找到可行的见解。本课程旨在帮助会计专业的学生发展分析心态,并使他们准备使用数据分析编程语言,例如Python和R。   我们将课程分为三个主要部分。在第一部分中,我们将会计与分析联系起来。我们确定了会计的五个主要子域(即财务,管理,审计,税务和系统)中的任务历来是需要一种分析思维方式的,然后我们探索如何通过使用大数据来更有效地完成这些任务。分析。然后,我们提供一个FACT框架来指导大数据分析:构架问题,组装数据,计算数据以及将结果告知其他人。   在课程的第二部分,我们强调组装数据的重要性。使用财务报表数据,我们解释了数据和数据集的理想特征,这些特征将导致有效的计算和可视化。   在本课程的第三部分(也是最大的部分)中,我们将演示并探索如何使用Excel和Tableau分析大数据。我们描述视觉感知原理,然后将这些原理应用于创建有效的可视化效果。然后,我们研究基本数据分析工具,例如回归,线性编程(使用Excel Solver)以及销售点数据和贷款数据上下文中的聚类。最后,我们将展示数据分析编程语言对数据进行组合,可视化和分析的功能。我们介绍Visual Basic for Applications作为编程语言的示例,并介绍Visual Basic Editor作为集成开发环境(IDE)的示例。

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