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
Cultivate your career with expert-led programs, job-ready certificates, and 10,000 ways to grow. All for $25/month, billed annually. Save now
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
Shareable certificate
Add to your LinkedIn profile
Taught in English
Recently updated!
March 2025
No downloads or installation required
Only available on desktop
See how employees at top companies are mastering in-demand skills
Learn, practice, and apply job-ready skills in less than 2 hours
- Receive training from industry experts
- Gain hands-on experience solving real-world job tasks
- Build confidence using the latest tools and technologies
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)
9 project images
Instructor
Offered by
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.
Why people choose Coursera for their career
Felipe M.
Learner since 2018
"To be able to take courses at my own pace and rhythm has been an amazing experience. I can learn whenever it fits my schedule and mood."
Jennifer J.
Learner since 2020
"I directly applied the concepts and skills I learned from my courses to an exciting new project at work."
Larry W.
Learner since 2021
"When I need courses on topics that my university doesn't offer, Coursera is one of the best places to go."
Chaitanya A.
"Learning isn't just about being better at your job: it's so much more than that. Coursera allows me to learn without limits."
You might also like
Tableau Learning Partner
Coursera Project Network
Corporate Finance Institute
Corporate Finance Institute
New to Data Analysis? Start here.
Open new doors with Coursera Plus
Unlimited access to 10,000+ world-class courses, hands-on projects, and job-ready certificate programs - all included in your subscription
Advance your career with an online degree
Earn a degree from world-class universities - 100% online
Join over 3,400 global companies that choose Coursera for Business
Upskill your employees to excel in the digital economy
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.