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06
8月 2025
(星期三)

如何使用試算表(TB)數據設計一個收益表儀表板? (2025年8月6日)

相關學科
金融科技及金融分析

日期及時間
2025年8月6日 (星期三)13:00 - 13:45
費用
免費
講者
  • Mr Danny W. C. Chan

Mr Danny W. C. Chan

Mr. Chan, FRM, has possessed rich experience in financial risk management, information technology and data science and worked as IT Manager over a decade. Being a practitioner in information technology, he is currently a consultant and trainer at Big Data Consultancy Services Company. Also, he is strong in Cloud-based solutions, Big Data Technology, Data Mining and Machine Learning. Moreover, Mr. Chan has obtained a Bachelor Degree in Mathematics from The Chinese University of Hong Kong as well as three Master Degrees in Risk Management Science from The Chinese University of Hong Kong, Quantitative Analysis for Business from City University of Hong Kong and Industrial Logistics Systems from The Hong Kong Polytechnic University.

查詢
2867 8331 / 2867 8424 (finedec@hkuspace.hku.hk)
相關課程
Postgraduate Diploma in FinTech and Legal Regulations Postgraduate Diploma in Financial Analytics and Algo Trading Postgraduate Diploma in Finance and Data Analytics Certificate for Module (Technical Analysis and Data Analytics for Stock Investment) Certificate for Module (Business Intelligence and Data Automation) Executive Certificate in Interpretation and Visualization of Business Big Data Big Data and FinTech Executive Workshop Series - Big Data and Data Visualization
更多相關課程
如何使用試算表(TB)數據設計一個收益表儀表板? (2025年8月6日)

大多數會計人員都能將公司 TB 資料集下載到 Excel 工作表中。利用該資料集,您將如何設計一個管理儀錶板供高階主管查看:

1. 各個維度下的所有匯總和詳細會計數據
2. 各帳戶的年初至今、年初至今及月變動百分比
3. 各會計層級的細分分析
4. 各會計層級的趨勢分析

Danny Chan 將在即將到來的午間講座中向您展示這項設計。其底層技術稱為資料視覺化。他將從資料來源開始講解如何設計這台儀錶板。

如果您對此技術感興趣,請立即註冊參加本次網路研討會。

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