Automated Financial Analysis

This exercise will show you how to work with financial data to generate Income Statements, create metrics and adjust to accrual-based account.

You'll learn tool such as Pivot, Transpose, Text Column, Stack, Create Rows, Compare and IF Column.

There are hints for all three part of the exercise. You can also download our solution models and import them in your own model. The files are available at the end of this page.

Introduction

You can view the introduction to this exercise in the file below.

16MB

Finance Exercise.pdf

PDF

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Getting Started

The first step of this exercise is to get the right data. Navigate to the folder where you want to work. Go to Create -> New Connection -> Search for "exercise" and choose the Automated Financial Analysis
Finding the data
Inside a new model (Create -> New Model) you can now begin working with the data. Drag an Input tool to the Canvas -> Search for the name of the Connector -> Click on a table to select it -> Click Save and Run -> See the data in the preview table at the bottom of the view