Financial Trading Analytics and BI Tools Overview

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Explore the world of financial trading analytics and BI tools through Excel's pivot tables, critical thinking exercises, and discussions on data summarization. Dive into the big picture of business intelligence, learn about budgeting analysis at a global company, and understand the architecture of pivot tables in remote databases. Enhance your understanding of transactions, operations, historical data, and decision-oriented analysis in the realm of financial analytics.

  • Financial Trading Analytics
  • BI Tools
  • Excel
  • Pivot Tables
  • Business Intelligence

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Presentation Transcript


  1. Financial Trading Analytics BI tools: Excel s Pivot table Stefano Grazioli

  2. Critical Thinking Easy meter Last unit of the BI segment 2

  3. You Do The Talking Name, major Comfort with Pivot Table Things you like about the class Hardest thing so far Things that can be improved 3

  4. Pivot Tables are BI tools for data summarization Much more than tables. They aggregate data according to various dimensions (e.g., time, location, department, product .) They let you see your data in new ways: slicing and dicing. 4

  5. BI: the big picture Transactions / Operations Real time, individual action Business intelligence & Analytics Historical, aggregate, decision-oriented ETL technologies Pivot Table Trades Extract Transform (clean) Load Query Report Analyze Visualize Data Accounting Warehouse (DW) Mobile app data Managers & Decision makers BI consultants Data scientists BI consultants Data scientists 5

  6. Financial Trading Analytics Homework Demo

  7. Welcome to ACME GLOBAL! You are a BI/finance consultant at ACME GLOBAL Inc., a large company with a global presence. It is year-end and the budget director, wants to check the differences between budgeted costs and actual costs. 7

  8. First, ask about the data model and the data dictionary . Single table, on a remote RDBMS (SmallBankDB) Doable in Excel, but Division = geography Category = group of items, e.g., commission, lease, utilities 8 DEMO

  9. Financial Trading Analytics

  10. Pivot Architecture Remote DBMS SmallbankDB ACME_Budget On screen: BudgetDataLO User In Memory: myDataset BudgetDataTbl In memory: myPivotCache On Screen: myPivotTable 1 0

  11. Literacy DataTable: the VBA version of a database Table (in your computer memory) DataSet: a VBA container for your datatables (in your computer memory) ListObject: a VBA object to visualize tables Pivot Table: a BI tool. It allows you to reorganize and summarize selected columns and rows of data in a spreadsheet or database table. Pivot Cache: a VBA container for the data used by the pivot table. Not a dataset or inside the dataset. 1 1

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