Skip to main content
Explore
Log in
Get started
Someone wanted to learn this too, so Grasp built them a personal learning path.
Create your own
Visualize financial market data
Module 1
Data Foundations in Excel
1
Importing Financial Data to Excel
Import financial data from CSV and web sources into Excel.
Import financial data from CSV and web sources into Excel.
2
Structuring Financial Data for Analysis
Format and structure financial data tables for analysis and visualization.
Format and structure financial data tables for analysis and visualization.
3
Cleaning Financial Data: Missing Values and Data Types
Clean financial data by handling missing values and correcting data types.
Clean financial data by handling missing values and correcting data types.
4
Excel Formulas for Financial Metrics
Use Excel formulas to calculate key financial metrics such as simple returns and moving averages.
Use Excel formulas to calculate key financial metrics such as simple returns and moving averages.
5
Highlighting Financial Data with Conditional Formatting
Apply conditional formatting to highlight key data patterns in financial tables.
Apply conditional formatting to highlight key data patterns in financial tables.
6
Dynamic Charting with Excel Tables
Organize data for charting using Excel Tables for dynamic updates.
Organize data for charting using Excel Tables for dynamic updates.
Module 2
Core Financial Charting in Excel
7
Mastering Basic Financial Charts
Create and customize basic column, bar, and line charts for financial trends.
Create and customize basic column, bar, and line charts for financial trends.
8
Building Combo Charts
Build combo charts to compare multiple data series with different scales, such as price versus volume.
Build combo charts to compare multiple data series with different scales, such as price versus volume.
9
Area Charts for Portfolio Visualization
Construct area charts to visualize asset allocation and portfolio composition over time.
Construct area charts to visualize asset allocation and portfolio composition over time.
10
Scatter Plots for Financial Correlation Analysis
Design scatter plots to analyze correlations between financial variables like asset returns.
Design scatter plots to analyze correlations between financial variables like asset returns.
11
Mastering Candlestick Charts for Stock Analysis
Build candlestick charts to visualize stock price movements (OHLC).
Build candlestick charts to visualize stock price movements (OHLC).
12
Building Waterfall Charts for Financial Analysis
Create waterfall charts to illustrate sequential changes in financial values, such as profit and loss statements.
Create waterfall charts to illustrate sequential changes in financial values, such as profit and loss statements.
Module 3
Introduction to Power BI for Financial Analysis
13
Power BI Desktop Interface: A Tour
Navigate the Power BI Desktop interface, including the Canvas, Fields, and Visualizations panes.
Navigate the Power BI Desktop interface, including the Canvas, Fields, and Visualizations panes.
14
Importing Financial Data into Power BI
Connect to and import financial data from Excel and other sources into Power BI.
Connect to and import financial data from Excel and other sources into Power BI.
15
Power Query Basics: Transform & Clean Data
Use the Power Query Editor to perform basic data transformation and cleaning tasks.
Use the Power Query Editor to perform basic data transformation and cleaning tasks.
16
Data Modeling in Power BI
Describe the relationship model in Power BI and create simple relationships between data tables.
Describe the relationship model in Power BI and create simple relationships between data tables.
17
Building Basic Visuals in Power BI
Create basic visualizations in Power BI, including bar charts, line charts, and tables.
Create basic visualizations in Power BI, including bar charts, line charts, and tables.
18
Styling Visualizations for Consistency
Format visualizations using colors, labels, and themes to maintain a consistent style.
Format visualizations using colors, labels, and themes to maintain a consistent style.
Module 4
Building Interactive Financial Visuals in Power BI
19
Interactive Stock Market Charts
Build interactive time-series charts for stock price movements and market indices.
Build interactive time-series charts for stock price movements and market indices.
20
Displaying KPIs with Cards and Gauges
Utilize card and gauge visuals to display key performance indicators (KPIs) and summary statistics.
Utilize card and gauge visuals to display key performance indicators (KPIs) and summary statistics.
21
Visualizing Sector Performance and Market Capitalization
Design matrix and treemap visuals for sector performance and market capitalization comparisons.
Design matrix and treemap visuals for sector performance and market capitalization comparisons.
22
Dynamic Financial Data Exploration
Implement slicers and filters to enable dynamic user-driven exploration of financial data.
Implement slicers and filters to enable dynamic user-driven exploration of financial data.
23
DAX for Financial Calculations: Columns & Measures
Use DAX to create simple calculated columns and measures for financial analysis, such as Year-over-Year growth.
Use DAX to create simple calculated columns and measures for financial analysis, such as Year-over-Year growth.
24
Building Interactive Tooltip Pages
Create custom tooltip pages to provide deeper contextual information on demand.
Create custom tooltip pages to provide deeper contextual information on demand.
Module 5
Advanced Financial Dashboards in Power BI
25
Building a Multi-Page Financial Dashboard in Power BI
Build a multi-page financial dashboard in Power BI.
Build a multi-page financial dashboard in Power BI.
26
Drill-Through Reporting for Detailed Data Exploration
Configure drill-through functionality to navigate from summary views to detailed data.
Configure drill-through functionality to navigate from summary views to detailed data.
27
AppSource Visuals for Financial Charts
Integrate custom visuals from the AppSource for specialized financial charts.
Integrate custom visuals from the AppSource for specialized financial charts.
28
Interactive Reports: Guiding Users with Bookmarks and Buttons
Use bookmarks and buttons to create curated narrative paths and user experiences within a report.
Use bookmarks and buttons to create curated narrative paths and user experiences within a report.
29
Designing Effective Financial Dashboards
Apply principles of effective dashboard design (layout, color, data-ink ratio) to a financial report.
Apply principles of effective dashboard design (layout, color, data-ink ratio) to a financial report.
30
Publish and Share Your Power BI Report
Publish a Power BI report to the web and share it with stakeholders.
Publish a Power BI report to the web and share it with stakeholders.
Module 6
Capstone: Financial Visualization Project Lifecycle
31
Identifying Your Audience & Key Questions for Financial Visualizations
Define the primary audience and key questions for a financial visualization project.
Define the primary audience and key questions for a financial visualization project.
32
Data Sourcing for Financial Analysis
Identify and source the necessary data for a chosen financial analysis scenario.
Identify and source the necessary data for a chosen financial analysis scenario.
33
Dashboard Prototyping: Storyboarding & Wireframing
Create a storyboard or low-fidelity wireframe for a financial dashboard layout.
Create a storyboard or low-fidelity wireframe for a financial dashboard layout.
34
Power BI Financial Dashboard: From Plan to Interactive Reality
Build a complete, interactive financial dashboard in Power BI based on the project plan.
Build a complete, interactive financial dashboard in Power BI based on the project plan.
35
Storytelling with Data
Develop a compelling narrative around the data insights discovered in the dashboard.
Develop a compelling narrative around the data insights discovered in the dashboard.
36
Storytelling with Financial Dashboards
Present the financial data story using the dashboard, annotations, and commentary.
Present the financial data story using the dashboard, annotations, and commentary.