Automated Financial Reports and Business Intelligence
Workshop Details
Brought to you by the analytics engineers and founding team of Sectors, Indonesia's financial data suite.
Language
English
Date
20th December, 2024
Time
1800 to 2100 (GMT+7)
Medium
Zoom Conferencing (Online)
Bundled Learning Experience
Beginner-friendly, hands-on introduction to automating financial reports and creating dynamic business intelligence dashboards. Explore a low-code approach to integrating live financial data using Google Sheets and Looker Studio, designed for non-coders and professionals looking to streamline financial analysis and reporting.
During the workshop, your instructor will guide you through the process of automating financial reporting and designing a dynamic business intelligence dashboard using Google Sheets and Looker Studio. You will learn how to create a low-code solution that integrates live financial data, enabling you to uncover insights, track key financial metrics, and make data-driven decisions with ease.
Add $5 for Workshop + Practicum
For an extra $5, you can upgrade your participation to the Workshop + Practicum tier (optional). Here's the offer:
- $9 workshop admission included
- $98 worth of Sectors API subscription included
- $39 worth of Supertype Fellowship+ included (peer to peer learning group, mentorship, post-workshop implementation support)
After the workshop, all Practicum members are invited to join the Supertype Fellowship, where you can continue building your financial analytics dashboard, access live financial data, and collaborate with other community members using the free API credits provided to you. Whether you're new to working with live financial data, looking to enhance your financial analysis skills, or simply curious about creating interactive dashboards with a low-code approach, this workshop is designed for you.
Follow along the last 1 hour of the workshop as a Workshop + Practicum member to earn a certificate of completion. We issue this certificate of completion as proof of demonstrable proficiency, with a difficulty level suited for non-programmers. You will be asked to submit your dashboard, and a mentor will assess it and award a certificate as acknowledgment of your competency.
Your Instructors
Gerald Bryan
Data Science Consulting Lead at Supertype
I am a Bachelor of Science in Mathematics, and love working with data, visualization systems, and exploring for ways to drive business impact from better analytics and insights. I joined Supertype in 2020 with prior experience in ideation research, product management and UI/UX design. Whilst an iOS developer, I've launched Negotia, an iOS app that helps user improves their negotiation skills using speech detection and machine learning.
I am also really into the financial markets, developments in AI, and football (not the American one).
Aurellia Christie
Enterprise Consulting Lead at Supertype, Platform Development Lead at Sectors
I have a Bachelor Degree in Mathematics, and been with Supertype since 2020, building data-driven platforms and automation tools that empower businesses to make better decisions. My work spans software development, financial analytics, and AI applications, with a strong focus on usability and scalability.
I lead Enterprise Consulting at Supertype and also the Platform Development work on Sectors Financial Data Suite.
More about the Workshop
The Organizers
This low-code workshop is created and organized by Supertype, a data science and analytics consultancy based in Jakarta, Indonesia. Supertype is a team of data scientists, engineers, and analytics developers who are passionate about helping businesses make better decisions through data.
Supertype is the developer of Sectors, a financial analytics platform built for the Indonesian stock market.
This workshop is supported by Algoritma, a leader in data science and analytics education in Indonesia. Algoritma offers a wide range of courses in data science, analytics, and programming, and has trained thousands of professionals in the region.
Workshop Topic & Coverage
We dive deep into the fundamentals of automating financial reporting and business intelligence using Google Sheets and Looker Studio. This workshop will guide you through every step: from integrating live financial data via APIs, organizing and transforming data for analysis, to building dynamic, interactive dashboards that provide actionable insights.
The instructor will showcase real-world examples, demonstrating how to implement these solutions with minimal coding. You'll have the opportunity to follow along and create your own automated reporting system and dashboard on your laptop.
Syllabus
Google Sheets w/ Live Financial Data
Learn how to connect Google Sheets to financial APIs using Apps Script or third-party extensions. This hands-on session will demonstrate how to retrieve live financial data and prepare it for automated reporting and analysis.
Caching API Results in Looker Studio
Improve dashboard performance by implementing caching strategies for API data in Looker Studio. Learn how to optimize data refresh rates and minimize loading times for seamless user experiences.
Controls and Filtering Data in Looker Studio
Enhance the interactivity of your dashboards by adding filters, controls, and dynamic elements. Learn how to create user-friendly interfaces for exploring financial data across multiple dimensions.
Looker Studio w/ Data Ingestion
Discover how to integrate the Sectors API with Looker Studio to visualize financial data in real-time. This section will cover the setup process and best practices for managing live API connections.
Data Visualization in Looker Studio
Master the art of creating compelling financial visualizations using Looker Studio. Explore advanced charting techniques to highlight key financial metrics, trends, and performance insights.
Sharing Looker Reports
Discover how to share your Looker Studio reports with stakeholders securely. This session covers configuring access permissions, embedding reports, and collaborative features to enable data-driven decision-making across teams.
