In this guided project, you'll master Tableau's interactive features to create dynamic financial dashboards. Using a real-world financial statements dataset, you'll learn how to design reports that allow for deeper data exploration and analysis. You will start with learning how to use parameters to switch between key metrics, like the income statement, balance sheet and cash flow. Next, you'll explore how to use filters to focus on specific financial information by year and statement item.
Financial Reporting with Tableau: Parameters & Filters
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Learn, practice, and apply job-ready skills with expert guidance
Intermediate level
Recommended experience
2 hours (approximately)
Learn at your own pace
Hands-on learning
What you'll learn
• Prepare and Transform Financial Data
• Build Advanced Calculations and Parameters
• Design Interactive Financial Dashboards
Details to know
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Taught in English
Recently updated!
March 2025
No downloads or installation required
Only available on desktop
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About this Guided Project
Learn step-by-step
In a video that plays in a split-screen with your work area, your instructor will walk you through these steps:
Task 1: Set Up Tableau & Import Dataset
Task 2: Create Parameters & Basic Filters
Task 3: Build Interactive Dashboards
Practice Task: R&D & SG&A Expense Trends (2022-2024)
Task 4: Advanced Parameter Usage
Task 5: Multi-Scenario Financial Simulation with Interactive Parameters & Filters
Cumulative Activity: YoY Growth
Recommended experience
Basic data import/format (CSV, Excel), financial statements (Income Stmt), Tableau (calculated fields, bar/line charts)
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Instructor
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How you'll learn
Skill-based, hands-on learning
Practice new skills by completing job-related tasks.
Expert guidance
Follow along with pre-recorded videos from experts using a unique side-by-side interface.
No downloads or installation required
Access the tools and resources you need in a pre-configured cloud workspace.
Available only on desktop
This Guided Project is designed for laptops or desktop computers with a reliable Internet connection, not mobile devices.
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Frequently asked questions
By purchasing a Guided Project, you'll get everything you need to complete the Guided Project including access to a cloud desktop workspace through your web browser that contains the files and software you need to get started, plus step-by-step video instruction from a subject matter expert.
Because your workspace contains a cloud desktop that is sized for a laptop or desktop computer, Guided Projects are not available on your mobile device.
Guided Project instructors are subject matter experts who have experience in the skill, tool or domain of their project and are passionate about sharing their knowledge to impact millions of learners around the world.