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Finance Analytics CPE Course One - Data Basics

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Finance Analytics CPE Course One - Data Basics
December 17, 2020 10 a.m. Pacific Time

Program Description
In this free one-hour webinar, you will learn about data structures and see how to visualize data. Charlie Bame-Aldred and William Goldman of Hub AE and James Lenihan of Tableau Software will share basic approaches of how and when to use analytics.

Learning objective:
This course seeks to improve a user’s ability to identify risk by utilizing Tableau’s ability to import, process, analyze, and visualize data. In this course, instructors will show how to:

  • Import and prepare data for analysis into Tableau
  • Join datasets using a primary key to create relational databases (i.e., Using Inner, Left, Right and Full Joins)
  • Define and Identify quantitative (measures) and qualitative (dimensions) fields and how to reclassify each.
  • Create Tableau Visualizations to illustrate the location and magnitude of a company’s sales revenue
  • Incorporate Tableau Visualizations into communication documents (e.g., Tableau Dashboards)

Program Level: Basic. This course teaches fundamental principles or skills to participants having no prior exposure to the subject area

Prerequisites: Users are expected, but not required to have some experience in risk analysis and familiarity with spreadsheets.

Advance preparation: There is no prerequisite education, experience, or advanced preparation required to attend, understand, and successfully complete these programs. All content has been designed to enable anyone, regardless of their skills or training, to follow along as instructors show the analytics software. Following along on your own version of Tableau Desktop is optional. If viewers do wish to follow along, they can download a free 14-day trial from: https://www.tableau.com/support/releases/desktop/

Recommended CPE Credits: Participants will earn 1.0 CPE credit. In order to be awarded the credit, you must respond to three out of the four polling questions asked during the program. Partial credit will not be awarded.

Recommended Field of Study: Computer Software & App field of study.
Delivery Method: Group Internet Based

Refund and Cancellations: This program is free--there is no charge and no refunds will be granted. If you register for this webinar, an email will be sent to you if the course is canceled or rescheduled.

Complaint Resolution Policy: For more information regarding administrative policies such as complaints, please contact Britt Staniar at 206-410-2348 or bstaniar@tableau.com

Tableau is registering with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.


À propos de l'intervenant


Charlie Bame-Aldred

President & Chairman, HUB of Analytics Education

Charlie is the President and Chairman of the HUB of Analytics Education. Charlie develops datasets and educational materials for distribution to faculty around the globe. Charlie also serves as an Executive Professor at Northeastern University.


William Goldman

Chief Education Officer, HUB of Analytics Education

Bill is the Chief Education Officer of the HUB of Analytics Education. Bill develops exercises for Managerial Accounting. He has presented to several faculty groups since joining the HUB as a co-founder. Bill also serves as a Lecturer at Northeastern University.


James Lenihan

Senior Manager, Financial Planning and Analysis | Tableau

James is a Senior Manager of Financial Planning & Analysis (FP&A) at Tableau. In his role, James supports sales/revenue forecasting, management reporting, and financial analysis for a variety of business initiatives. James joined Tableau in 2013 and previously managed Tableau’s Revenue Accounting, Billing, and Accounts Receivable functions. Before joining Tableau, James worked in the audit practice of KPMG LLP in both Chicago and Seattle. James holds Bachelors of Science degrees in Accountancy and Finance from the University of Illinois Urbana-Champaign, a Master of Business Administration degree from the University of Washington Foster School of Business, and is a licensed CPA in the State of Washington.

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