SQL for Finance: Income Statement Project

Introduction

• The power of SQL in financial reports

1. Balance Sheets and Assets Accounts

• Financial reports
• Understanding the project's data
• Exploring the user case
• Cash Account, part 1: Using CTE
• Cash Account, part 2: Using CTE
• Cash Account, part 3: Union
• Cash Account, part 4: Window function and materialized view
• Creating the Accounts Receivable Account
• Understanding Property Land and Equipment Account
• Window function and depreciation
• Completing the depreciation transaction
• Challenge: Inventory Account
• Solution: Inventory Account

2. Balance Sheets: Liability and Owner's Equity Accounts

• Building the Loan Account
• Retained Earnings Account, part 1
• Retained Earnings Account, part 2
• Challenge: Retained Earnings Account
• Solution: Retained Earnings Account

3. Building the Balance Sheet

• Building the Assets section
• Building the Liabilities section
• Building the Owner's Equity section
• Challenge: Balance sheet year 1
• Solution: Balance sheet year 1

4. Income Statement

• Understanding the income statement
• Challenge: Income statement
• Solution: Income statement

Conclusion

• Balance sheet and income statement considerations
• Your SQL journey