|
所在平台: Udemy |
课程主页: https://www.udemy.com/course/financial-data-analysis-business-analysis-with-sql/
课程评论：没有评论
课程名称：金融数据分析与商业分析（SQL） 课程概述：欢迎参加金融数据分析与商业分析课程。本课程是一个全面的数据分析课程，您将逐步学习如何使用SQL进行财务分析、客户细分分析、盈利能力分析、预算分配和财务增长预测。本课程将金融和数据分析完美结合，让您在提升技术知识的同时，实践SQL技能。 课程开始时，将介绍结构化查询语言（SQL）的基本知识，包括其核心功能、使用案例及多种关系数据库管理系统的示例。接下来的部分将学习基本的SQL查询，如选择（select）、插入（insert）、更新（update）和删除（delete），这些都是与数据库交互的基本操作。您还将学习如何过滤、排序和聚合数据，从而从财务数据中提取有意义的洞察。 在开始项目之前，我们将设置使用的IDE——SQLite Online，并从Kaggle下载财务数据集。一切准备好后，我们将进行数据清理，处理缺失值和转换数据类型，确保数据集已准备好用于分析。随后，将进行更详细的分析，例如按国家分析销售收入，以确定最有利可图的市场；按产品分析销售收入，以了解哪些产品对总收入贡献最大；分析折扣对整体销售的影响，以确定不同定价策略的有效性。 在这些初步分析后，我们将深入探讨更高级的主题，包括预算分配以优化支出、费用跟踪以监控消费模式、按产品盈利能力分析以识别高表现的产品、客户细分分析以理解购买行为，以及财务增长预测以预测未来的财务表现。通过这个项目，您将全面理解财务分析和预算编制。 课程的最后，我们将使用AI文本到SQL生成器，自动将业务问题转换为SQL查询，从而简化分析过程，提升快速高效提取洞察的能力。 在课程开始之前，我们需要思考一个问题：为什么我们要学习SQL？为什么要使用SQL分析财务数据？答案是，SQL是高效检索、分析和组织大型数据集的关键，为数据驱动的决策提供坚实基础。通过使用SQL分析财务数据，您可以识别趋势、跟踪关键指标，并做出推动业务增长和盈利的明智决策。掌握SQL将帮助您将复杂的财务数据转化为可行的洞察，从而改善预算、预测及整体财务策略。 在本课程中，您可以期待学习到以下内容： - 理解结构化查询语言的基本要素、使用案例、核心功能及关系数据库管理系统 - 学会清理数据，删除缺失值和重复项 - 学会使用SQL重新格式化数据 - 学习基本SQL查询，包括选择语句、排序、条件查询、插入、更新、删除、分组和聚合函数 - 使用SQL分析按国家和产品的总销售收入 - 使用SQL进行利润率分析 - 分析折扣对销售收入和盈利能力的影响 - 模拟制造业的预算分配 - 进行客户细分分析 - 分析月度销售表现 - 识别高销售成本和低利润的产品 - 进行财务增长预测和历史数据销售预测 - 使用AI生成SQL查询 这个课程将为您提供实践经验，帮助您在数据分析和金融领域取得成功。
Welcome to Financial Data Analysis & Business Analysis with SQL course. This is a comprehensive data analysis course where you will learn step by step on how to perform financial analysis, customer segmentation analysis, profitability analysis, budget allocation, and financial growth projection using SQL. This course is a perfect combination between finance and data analytics, making it an ideal opportunity to practice your SQL skills while improving your technical knowledge. In the introduction session, you will learn the basics fundamentals of structured query language, such as getting to know its core functions, use cases, and several examples of relational database management systems. Then, in the next section, you will learn basic SQL queries like select, insert, update, and delete, which are essential for interacting with the database. You will also learn how to filter, sort, and aggregate data, allowing you to extract meaningful insights from financial data. Before starting the project, we will set up the SQLite Online which is the IDE that we will use, in addition, we will also find and download the financial dataset from Kaggle. Once everything is all set, we will begin cleaning the data by handling missing values and converting data types as needed, the objective is to ensure that the dataset is ready for analysis. Afterward, we will conduct more detailed analyses, such as examining sales revenue by country to identify the most profitable markets and exploring sales revenue by product to understand which items contribute the most to total revenue. We will also analyze the impact of discounts on overall sales to determine the effectiveness of different pricing strategies. Following these initial analyses, we will delve into more advanced topics, including budget allocation to optimize expenditure, expense tracking to monitor spending patterns, profitability analysis by product to identify high-performing products, customer segmentation analysis to understand buying behavior, and financial growth projections to forecast future financial performance. This project will enable you to build a comprehensive understanding of financial analysis and budgeting. Last but not least, at the end of the course, we will use an AI text to SQL generator to automatically translate business questions into SQL queries, streamlining the analysis process and enhancing your ability to extract insights quickly and efficiently.First of all, before getting into the course, we need to ask ourselves this question, why should we learn about SQL, why should we analyze financial data using SQL? Well, here is my answer, SQL is essential because it allows us to efficiently retrieve, analyze, and organize large datasets, providing a solid foundation for data-driven decision-making. By analyzing financial data with SQL, you can identify trends, track key metrics, and make informed decisions that drive business growth and profitability. Mastering SQL will help you transform complex financial data into actionable insights that improve budgeting, forecasting, and overall financial strategy. Additionally, SQL is often preferred over Python or R for data analysis because it is specifically designed for querying and managing large datasets directly within databases, making it faster and more efficient for handling structured financial data.Below are things that you can expect to learn from this course:Learn the basic fundamentals of Structured Query Language, SQL use cases, SQL core functions, and relational database management systemLearn how to clean data by removing missing values and duplicatesLearn how to reformat data using SQLLearn about basic SQL queries like select statement, order by clause, where clause, insert, update, delete, group by clause, and aggregate functionsLearn how to analyse total sales revenue by country using SQLLearn how to analyse total sales revenue by product using SQLLearn how to do profit margin analysis for each product with SQLLearn how to analyse discount impact on sales revenue and profitability with SQLLearn how to simulate budget allocation for manufacturing using SQLLearn how to do customer segmentation analysis with SQLLearn how to analyse monthly sales performance with SQLLearn how to identify products with high COGS and low profit with SQLLearn how to do financial growth projection and forecast sales using historical dataLearn how to generate SQL queries using AI
