4.5 out of 5
4.5
4 reviews on Udemy

SQL for Financial Data Analysis & Reporting – Zero to Pro

Master SQL fundamentals and apply them to financial data for comprehensive analysis, reporting, and decision making.
Instructor:
Irfan Sharif ACA ACCA
45 students enrolled
English [Auto]
Downloading and installing database
Fundamentals of Database and SQL
Querying database with SQL
Extracting and summarizing data with SQL
Preparing Profit & Loss Statement
Preparing Balance Sheet
Preparing Cash Flow Statement
Preparing Key Ratios and Analytics

Unlock the power of financial data with this comprehensive course designed for non-tech professionals.

All the financial data of an organization is stored in the database. Now to extract the data back for reporting and analysis is usually not considered easy by non-tech people. Most professionals are dependent on the reports that are available in the system. The best bet, you can connect a BI tool like Power BI and extract the data for analysis. However, this too has a lot of limitations.

What is SQL:

A database query tool with which you can extract any broader or specific data from the database just by writing small super-easy lines of code. No programming knowledge or database technical knowledge is required for this.  Almost anyone can do that and it will empower you in the reporting and analytics like nothing else can.

What you will learn in this course:

  • Introduction to databases

  • Basic ways to query a database

  • Sorting and filtering data

  • Grouping data

  • Splitting data on multiple parameters

  • Drilling up and drilling down data

  • Preparing Financial Reports

  • Profit & Loss Statement

  • Balance Sheet

  • Cash Flow Statement

  • Preparing Financial Analytics

  • Profitability ratios

  • Efficiency ratios

  • Liquidity ratios

  • Risk management ratios

Who this course is for:

  • Financial Analysts

  • Business Analysts

  • Financial Controllers

  • Finance Managers

  • Accountants

  • Bookkeepers

  • Data Analysts

Money back guarantee:

This course comes with a 30 days money back guarantee. So, sign up risk free and if for any reason you are not satisfied with the course, you will get the full refund.

About instructor:

I am a Chartered Accountant from the UK with 14 years of experience. My major work has been in the accounting and finance transformation of organizations with tools like SAP and Oracle. So, I have been using SQL for quite some time. Now I run an accounting automation company. 

Getting our PC ready to run SQL

1
Downloading Database
2
Downloading & Connecting Azure Data Studio
3
CSV files for Database tables
4
Creating our Database project & uploading data

Getting started with SQL

1
Understanding our Project Data
2
ChatGPT Prompt
3
Getting started with SQL - SELECT *
4
SELECT specific Columns and Rows
5
Selecting WHERE Part 2
6
Time Intelligence - Date | Month
7
Time Intelligence Part 2 - DATEPART
8
Time Intelligence in Action - Basic Example
9
SUM and Group
10
Making and Using SubQuery
11
PIVOT data into Columns
12
Practice: SubQuery & PIVOT
13
Create VIEW
14
JOIN Tables
15
JOIN Tables - Part 2
16
RIGHT JOIN & LEFT JOIN
17
JOINs Practice - Joining 4 Tables together
18
FORMAT numbers

Preparing Profit & Loss Statement

1
Preparing Profit & Loss Statement - Part 1
2
Profit & Loss Statement - Part 2
3
Profit & Loss Statement Part 3
4
Preparing Balance Sheet - Understanding the problem
5
SQL for Cumulative SUM
6
Cumulative SUM Part 2
7
Cumulative SUM Part 3
8
Balance Sheet Part 1
9
Balance Sheet - Final

Ratio Analysis with SQL

1
Learning the CASE WHEN statement
2
Calculating Sales
3
Calculating Gross Profit and Net Profit
4
Calculating EBITDA, Operating Profit and PBIT
5
Calculating Gross Profit Margin - Demo
6
Breaking down values by Country
7
Calculating Ratios
8
Calculating Balance Sheet Related Values
9
Compiling all key values in one VIEW
10
Calculating Ratios
11
Calculating further values for Ratios and updating VIEWs
12
Calculating Receivables and Payables and updating VIEW BSValues
13
Updating VIEW FinValues
14
Calculating Interest Cover, Inventory | Receivables | Payables Turnover Period
15
Slicing Ratios for Country

Cash Flow Statement

1
Introduction and foundation
2
Uploading CF Table to our Database
3
Calculating Values for Cash Flow Statement - Part 1
4
Calculating Cash & Cash Equivalents at the end of the Year
5
Calculating Cash & Cash Equivalents at the start of the year
6
Compiling Cash Flow Statement
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