Financial Analysis & Reporting with SQL

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About Course

About Course

Elevate your financial expertise with our Financial Analysis & Reporting with SQL course, designed for professionals who want to harness the power of data analysis in finance. This course provides a comprehensive understanding of how to utilize SQL for financial data management, enabling you to perform in-depth analysis and generate meaningful reports that support strategic decision-making.

Throughout the program, you will learn how to manipulate financial data, construct complex queries, and perform essential financial calculations using SQL. You’ll explore various techniques for extracting insights from large datasets, enabling you to identify trends, assess financial performance, and create detailed reports that drive business results.

By the end of this course, you’ll be equipped with the skills needed to analyze financial data effectively, produce actionable reports, and communicate insights to stakeholders confidently.

Here are the updated learning objectives for the Financial Analysis & Reporting with SQL course:

  1. Understand the Role of SQL in Financial Analysis
    • Grasp the importance of SQL in managing and analyzing financial data and its applications in financial reporting.
  2. Develop Proficiency in SQL Queries
    • Learn to write effective SQL queries for data retrieval, manipulation, and analysis in financial contexts.
  3. Analyze Financial Data Using Aggregate Functions
    • Utilize aggregate functions such as SUM, AVG, COUNT, and GROUP BY to derive insights from financial datasets.
  4. Create Complex Queries for Advanced Analysis
    • Construct complex SQL queries involving JOINs, subqueries, and common table expressions (CTEs) to perform in-depth financial analysis.
  5. Implement Financial Calculations and Metrics
    • Apply essential financial formulas and metrics, such as ROI, net present value (NPV), and profitability ratios, within SQL.
  6. Generate Comprehensive Financial Reports
    • Learn to design and produce detailed financial reports that summarize analysis and present findings clearly to stakeholders.
  7. Apply Real-World Scenarios in Financial Analysis Projects
    • Engage in practical projects that simulate real-world financial analysis tasks, preparing you for roles in finance and data analysis.

These objectives will provide you with the essential skills needed for effective financial analysis and reporting using SQL, enhancing your capabilities in the finance sector!

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What Will You Learn?

  • Understand the fundamentals of SQL and its relevance in financial analysis.
  • Write effective SQL queries for retrieving and manipulating financial data.
  • Use aggregate functions to analyze and summarize financial datasets.
  • Construct complex queries with JOINs and subqueries for advanced analysis.
  • Implement financial calculations, such as Profit & Loss and Balance Sheet, using SQL.
  • Design and generate comprehensive financial reports from SQL queries.
  • Apply practical financial analysis skills through real-world projects.

Course Content

Financial Analysis & Reporting with SQL

  • 1. Downloading Database
    02:33
  • 2. Downloading & Connecting Azure Data Studio
    03:17
  • 3. Creating Database & Uploading Dataset
    12:26
  • 4. Understanding our Dataset
    10:40
  • 5. Introduction to SQL – SELECT
    05:01
  • 6. Introduction to SQL – SELECT & WHERE
    07:41
  • 7. Time Intelligence – Date Month
    08:56
  • 8 Time Intelligence – Date Month 2
    09:20
  • 9. Time Intelligence – Case Example
    05:34
  • 10. Aggregation – SUM & GROUP
    11:21
  • 11. Sub Query
    04:26
  • 12. PIVOT in SQL
    05:18
  • 13. SubQuery & PIVOT in SQL
    02:28
  • 14. Creating VIEW in SQL
    03:58
  • 15. JOIN Tables in SQL
    04:06
  • 16. JOIN Tables in SQL 2
    07:28
  • 17. LEFT JOIN & RIGH JOIN
    05:52
  • 18. JOINING Multiple Tables
    09:18
  • 19. Formatting Numbers in SQL
    01:55
  • 20. Preparing Profit & Loss Statement 1
    12:14
  • 21. Preparing Profit & Loss Statement 2
    08:54
  • 22. Preparing Profit & Loss Statement 3
    04:58
  • 23. Preparing a Balance Sheet – Introduction
    04:20
  • 24. Cumulative SUM in SQL
    00:00
  • 25. Cumulative SUM in SQL 2
    02:37
  • 26. Cumulative SUM in SQL 3
    01:55
  • 27. Balance Sheet 1
    09:00
  • 28. Balance Sheet 2
    04:44
  • 29. CASE WHEN Statement
    07:15
  • 30. Calculating Sales
    09:10
  • 31. Calculating Gross & Net Profit
    04:40
  • 32. Calculating EBITA, Operating Profit, PBIT
    09:04
  • 33. Calculating Gross Profit Margin
    04:30
  • 34. Breaking Down by Country
    05:12
  • 35. Calculating Financial Ratios
    06:40
  • 36. Calculating Balance Sheet 3
    14:45
  • 37. Combining VIEWS
    09:37
  • 38. Calculating Financial Ratio 2
    05:04
  • 39. Calculating Financial Ratio 3
    13:38
  • 40. Updating VIEWS (BSValues n PLValues)
    18:41
  • 41. Updating VIEWS 2 (FinValues)
    08:44
  • 42. Calculating Financial Ratio 4
    12:14

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