SQL for Finance: Income Statement Project
2h 14mIntermediate2024-01-09
Authors
Gabriela Baldivia Soncini
Course details
SQL is a powerful tool to have in your toolkit, when you need to create financial reports. How do you get started, though? In this course, data analytics expert Gabriela Baldivia Soncini guides you through the fundamental concepts of financial accounting via an income statement project. Learn how to extract data from a relational database, manipulate data using SQL queries, and transform the data. Find out how to prepare basic financial statements like balance sheets and income statements. Plus, solidify what you learn with a course-spanning project, as well as several hands-on challenges.
Skills covered
SQLDatabase AdministrationDatabase DevelopmentDatabase ManagementProjectData AnalysisProgramming LanguagesData ScienceBusiness Analysis and StrategyBusiness Software and ToolsOpen SourceSoftware Development
Concepts
0. Introduction
- 01 - The power of SQL in financial reports
1. Balance Sheets and Assets Accounts
- 02 - Financial reports
- 03 - Understanding the project's data
- 04 - Exploring the user case
- 05 - Cash Account, part 1 - Using CTE
- 06 - Cash Account, part 2 - Using CTE
- 07 - Cash Account, part 3 - Union
- 08 - Cash Account, part 4 - Window function and materialized view
- 09 - Creating the Accounts Receivable Account
- 10 - Understanding Property Land and Equipment Account
- 11 - Window function and depreciation
- 12 - Completing the depreciation transaction
- 13 - Challenge - Inventory Account
- 14 - Solution - Inventory Account
2. Balance Sheets - Liability and Owner's Equity Accounts
- 15 - Building the Loan Account
- 16 - Retained Earnings Account, part 1
- 17 - Retained Earnings Account, part 2
- 18 - Challenge - Retained Earnings Account
- 19 - Solution - Retained Earnings Account
3. Building the Balance Sheet
- 20 - Building the Assets section
- 21 - Building the Liabilities section
- 22 - Building the Owner's Equity section
- 23 - Challenge - Balance sheet year 1
- 24 - Solution - Balance sheet year 1
4. Income Statement
- 25 - Understanding the income statement
- 26 - Challenge - Income statement
- 27 - Solution - Income statement
Conclusion
- 28 - Balance sheet and income statement considerations
- 29 - Your SQL journey