When does class start/end?
Class hours may vary, please reach out to contact@ascendientlearning.com if you have any questions.
Tableau for Financial Services Professionals
In this Tableau course, financial service professionals learn how to leverage Tableau to transform complex financial data into clear, actionable insights. Learners discover how to create interactive...
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In this Tableau course, financial service professionals learn how to leverage Tableau to transform complex financial data into clear, actionable insights. Learners discover how to create interactive dashboards and visualizations that help you identify risks, optimize performance, and make data-driven decisions. From credit risk assessment to portfolio management, this course gives you the skills to navigate financial data with confidence and drive your organization's success.
By the end of this training, learners confidently build dashboards that provide clear, visual insights into credit exposure, delinquency rates, and portfolio health. Whether you're an HR professional looking to upskill your team or a department head aiming to enhance your department's data analytics capabilities, this course teaches you to master Tableau's capabilities to make smarter financial decisions.
Skills Gained
- Master the basics of Tableau to create clear and impactful visualizations
- Connect easily to various data sources for comprehensive analysis
- Visualize borrower risk distributions and default probabilities across different segments
- Build interactive dashboards to assess credit exposure, delinquency rates, and portfolio health
- Use model trends and cohort analyses to track portfolio performance and identify early-warning indicators
- Apply effective filtering techniques to examine risk accurately
- Share and publish dashboards for broader organizational use
Prerequisites
This course is designed for beginners, so no prior experience with Tableau is required. We'll guide you through the fundamentals and help you build a strong foundation in data visualization tailored specifically for financial institutions.
Course Details
Technical Requirements
- Internet-connected laptop with Chrome or Firefox installed
- Microsoft Excel 2010 or later (2013 or later recommended)
- Tableau Desktop
- Tableau Server, Online, or Cloud, with at least one project learners can publish workbooks to
Materials
- All students will receive slides with lecture material, data sets, and labs.
Course Outline
Tableau Fundamentals
- Seeing Risk Through Data: Transform Financial Services with Tableau
- Learn how to use Tableau to identify credit risks, optimize exposure, and make smarter financial decisions
- Simple Data Connections and the Data Connection Interface
- Understanding the Main Tableau Interface
- Building Simple Visualizations
- Saving Options
- Understanding and Utilizing “Show Me”
- Dimensions vs. Measures and How They Affect a Viz
- Explore how converting a measure to a dimension changes the visualization
- Continuous vs. Discrete Variables
- Basic Dates
- Setting the Fiscal Year
- Basic Aggregations
- Hierarchies
- Sorting
- Grouping
- Formatting
- Color
- Size
- Labels
- Detail
- Formatting Individual Elements vs. the Entire Sheet vs. the Entire Workbook
- Building a Credit Risk Dashboard
- Labeling, Annotations, Tooltips and Data Highlighting
- Axis Labels
- Annotations
- Tooltips
- Using the Data Highlighter
- Quick Filters
- Filter Behavior Customization
- Dashboard Objects
- Navigation Button
- Download Button
- Publishing and Sharing
- Connecting to ERP System
- Live vs. Extract Connections – The Basics
- Reshaping and Formatting Data for Tableau
- Managing Multiple Data Connections in a Single Workbook
- Cross Database Filters
- Cross Database Joins
- Understanding the Navigation Menu
- Calculated Fields
- Basic Calculations
- If/Then
- Case/When
- Date Calculations
- Cohort YTD Calculations
- Fixed LOD Calculations
- Showing Trends or Change Over Time
- Line Charts for Default Rates, Delinquency Trends, and Portfolio Growth
- Running Totals and Moving Averages for Cumulative Losses and Disbursed Loan Volume
- Month-over-Month and Year-over-Year Comparisons for Credit Score Shifts and Risk Exposure
- Control Charts to Detect Unexpected Deviations in Default
- Trend Lines and Regression Analysis to Explore Risk Drivers
- Part to Whole and Ranking Analysis
- Stacked Bar Charts for Loan Mix by Credit Grade and Risk Band
- Side-by-Side Bars for Comparing Exposure by Product Type
- Pie Charts for Visualizing Risk Exposure Distribution
- Index and Ranking Calculated Fields to Surface Top Risk Contributors
- Creating Dual Axis Charts and Combo Charts
- Using Measure Names and Measure Values to Build a Data Table
- Totals and Subtotals Calculation
- Showing Relationships between Numbers
- Scatter Plots to Analyze Credit Score vs. Default Probability
- Trend Lines and Correlation to Reveal Key Drivers of Delinquency
- Reference Lines for Risk Thresholds, Regulatory Limits, or Portfolio Averages
- Distributions
- Heatmaps and Highlight Tables
- Histograms to Visualize Distributions of Credit Scores and Loan Amounts
- Box Plots and Percentile Analysis to Detect Outliers and Concentrated Risk
- BANs and KPI Tiles
Schedule
FAQ
Does the course schedule include a Lunchbreak?
Classes typically include a 1-hour lunch break around midday. However, the exact break times and duration can vary depending on the specific class. Your instructor will provide detailed information at the start of the course.
What languages are used to deliver training?
Most courses are conducted in English, unless otherwise specified. Some courses will have the word "FRENCH" marked in red beside the scheduled date(s) indicating the language of instruction.
What does GTR stand for?
GTR stands for Guaranteed to Run; if you see a course with this status, it means this event is confirmed to run. View our GTR page to see our full list of Guaranteed to Run courses.
How do I find an Ascendient Learning training location?
We have training locations across the United States and Canada - View a complete list of classroom training locations.
Which delivery formats are available?
At Ascendient Learning, we offer training that is Instructor-Led, Online, Virtual, and Self-Paced.
Does Ascendient Learning deliver group training?
Yes, we provide training for groups, individuals and private on sites. View our group training page for more information.
What does vendor-authorized training mean?
As a vendor-authorized training partner, we offer a curriculum that our partners have vetted. We use the same course materials and facilitate the same labs as our vendor-delivered training. These courses are considered the gold standard and, as such, are priced accordingly.
Is the training too basic, or will you go deep into technology?
It depends on your requirements, your role in your company, and your depth of knowledge. The good news about many of our learning paths, you can start from the fundamentals to highly specialized training.
How up-to-date are your courses and support materials?
We continuously work with our vendors to evaluate and refresh course material to reflect the latest training courses and best practices.
Are your instructors seasoned trainers who have deep knowledge of the training topic?
Ascendient Learning instructors have an average of 27 years of practical IT experience and have also served as consultants for an average of 15 years. To stay current, instructors spend at least 25 percent of their time learning new, emerging technologies and courses.
Do you provide hands-on training and exercises in an actual lab environment?
Lab access is dependent on the vendor and the type of training you sign up for. However, many of our top vendors will provide lab access to students to test and practice. The course description will specify lab access.
Will you customize the training for our company’s specific needs and goals?
We will work with you to identify training needs and areas of growth. We offer a variety of training methods, such as private group training, on-site of your choice, and virtually. We provide courses and certifications that are aligned with your business goals.
How do I get started with certification?
Getting started on a certification pathway depends on your goals and the vendor you choose to get certified in. Many vendors offer entry-level IT certification to advanced IT certification that can boost your career. To get access to certification vouchers and discounts, please contact info@ascendientlearning.com.
Will I get access to content after I complete a course?
You will get access to the PDF of course books and guides, but access to the recording and slides will depend on the vendor and type of training you receive.
How do I request a W9 for Ascendient Learning?
View our filing status and how to request a W9.
Reviews
Sean is the very good instructor. I would like to take his class again in the future.
Thank Tech Data for sponsoring this course you really take care of your partners.
ExitCertified gave a great course on AWS that covered all of the basics in depth with good lab materials.
Great company -- easy to sign up and very organized. Loved my teacher and class overall.
Although there seemed to be too many links for the course, everything worked smoothly.
