What is included:

Financial Dataset for Financial Reporting & Financial Analysis

General Ledger table

Chart of Accounts table

Territory table

Calendar table

A complete financial dataset to help professionals and students master Financial Reporting & Financial Analysis. Using this dataset you can prepare key financial reports like Profit or Loss Statement, Balance Sheet, and Cash Flow Statement. You can also prepare key analytics like horizontal analysis, vertical analysis, and ratio analysis.

Instructions:

Just like any database, this DB contains multiple tables. The General Ledger stores all financial entries and must be linked to other tables to retrieve information about the dimensions.

Since this DB has multiple tables, these tables will have to be interconnected (data modeling) before they can be used. Hence, it can only be analyzed in a software that allows data modeling. Most popular software for it are Power BI and Tableau. However, you can even analyze it in Excel using Power Pivot.

With this database, you can generate key financial statements, including the Income Statement, Balance Sheet, Cash Flow Statement, and Statement of Changes in Equity. It also enables comprehensive financial analysis, such as horizontal analysis, vertical analysis, and ratio analysis.

You can present these insights through standalone visualizations like charts and graphs. Even better, you can overlay multiple metrics on a single chart, creating powerful analytics—such as Sales Revenue vs. Gross Profit Margin, Marketing Spend vs. Asset Turnover, or Return on Investment—all in one view. This enhances data interpretation and decision-making.