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所在平台: Udemy |
课程主页: https://www.udemy.com/course/data-skills-for-finance-professionals/
课程评论:没有评论
课程名称:金融专业人员的数据技能 概述: 《金融专业人员的数据技能》是一套全面的课程,旨在为金融专业人员提供使用Excel和Power BI进行数据分析所需的技能。无论您是在准备仪表板、构建数据模型,还是分析业务绩效,本课程都将为您提供更高效和聪明地处理数据的工具。 课程开始于高级Excel仪表板大师班,在这里您将学习如何使用表单控件、图表和公式设计动态仪表板。您将掌握互动过滤、动态图表和专业格式化等技巧,这些都是金融职位报告所必需的。 接下来,您将深入学习Power Pivot大师班,处理大数据集、建立数据关系,并使用Excel的数据模型创建强大的报告。您将学习使用DAX(数据分析表达式)、逻辑函数、计算列、关键绩效指标(KPI)和时间智能,这些对于金融建模和绩效跟踪至关重要。 然后,通过Excel数据分析课程进一步深化您的技能。学习数据验证、高级过滤、条件格式和情景分析等基本工具。这些技巧将帮助您控制数据输入、探索情景,并为金融决策创建更干净、更可靠的电子表格。 最后,通过Power BI中的高级DAX课程提升您的水平。您将了解Power BI的DAX引擎如何工作,构建复杂的计算,并应用诸如CALCULATE、FILTER、RANKX和时间智能等高级函数进行财务报告。您还将掌握关系、迭代函数和自定义日历逻辑,适用于预算、预测和绩效分析。 此课程包特别适合希望从基本电子表格任务转向使用Excel和Power BI进行高级数据分析和报告的金融专业人员。到课程结束时,您将能够自信地将原始数据转化为推动战略财务决策的洞察。
Data Skills for Finance Professionals is a comprehensive bundle designed to equip finance professionals with in-demand data analysis skills using Excel and Power BI. Whether you're preparing dashboards, building data models, or analyzing business performance, this course gives you the tools to work smarter and faster with data.Start with the Advanced Excel Dashboard Masterclass, where you'll learn to design dynamic dashboards using form controls, charts, and formulas. You'll master techniques like interactive filtering, dynamic charting, and professional formatting - essential for reporting in financial roles.Then, dive into Power Pivot Masterclass, where you'll handle large datasets, build relationships, and create powerful reports using Excel's Data Model. You'll learn to use DAX (Data Analysis Expressions), logical functions, calculated columns, KPIs, and time intelligence - all critical for financial modeling and performance tracking.Next, deepen your skills with the Data Analysis in Excel Course. Learn essential tools like data validation, advanced filters, conditional formatting, and what-if analysis. These techniques help you control data inputs, explore scenarios, and create cleaner, more reliable spreadsheets for financial decisions.Finally, level up with the Advanced DAX in Power BI course. You'll understand how Power BI's DAX engine works, build complex calculations, and apply advanced functions like CALCULATE, FILTER, RANKX, and time intelligence for fiscal reporting. You'll also master relationships, iterator functions, and custom calendar logic - ideal for budgeting, forecasting, and performance analysis.This bundle is ideal for finance professionals who want to transition from basic spreadsheet tasks to advanced data analysis and reporting using Excel and Power BI. By the end, you'll confidently transform raw data into insights that drive strategic financial decisions.