https://github.com/nickenshidqia/sql-for-financial-data-analysis

Design SQL queries to generate accurate and timely financial reports including Profit and Loss statements, Balance Sheets, and Cash Flow statements
https://github.com/nickenshidqia/sql-for-financial-data-analysis

azure-data-studio data-analysis finance microsoft-sql-server sql

Last synced: about 2 months ago
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Design SQL queries to generate accurate and timely financial reports including Profit and Loss statements, Balance Sheets, and Cash Flow statements

• Host: GitHub
• URL: https://github.com/nickenshidqia/sql-for-financial-data-analysis
• Owner: nickenshidqia
• Created: 2024-02-19T15:06:30.000Z (11 months ago)
• Default Branch: main
• Last Pushed: 2024-02-19T16:18:21.000Z (11 months ago)
• Last Synced: 2024-10-13T07:21:59.102Z (3 months ago)
• Topics: azure-data-studio, data-analysis, finance, microsoft-sql-server, sql
• Homepage:
• Size: 2.19 MB
• Stars: 0
• Watchers: 1
• Forks: 0
• Open Issues: 0
• Metadata Files:
  • Readme: README.md

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README

        
# Financial Reporting and Analysis System using SQL

## Project Description

**Overview :**  

The project aims to develop a comprehensive financial reporting and analysis system using SQL (Structured Query Language). The system will utilize five key datasets: general ledger, charts of accounts, territory, calendar, and cash flow. By leveraging these datasets, the system will generate essential financial reports including Profit and Loss (P&L) statements, Balance Sheets, and Cash Flow statements.

## Project Goal

Design SQL queries to generate accurate and timely financial reports including Profit and Loss statements, Balance Sheets, and Cash Flow statements.

## Tools & Library Used

[](https://azure.microsoft.com/en-us/products/data-studio/)  

## Project Result

[Click here to get full code](https://github.com/nickenshidqia/SQL-for-Financial-Data-Analysis/blob/aac2494bee476ff112744a182a6accfbc82a9c8d/SQLQuery_finance.sql)

### A. Profit & Loss Statement

**Create pivot table report of profit and loss for 2018,2019,2020**  



**If we compare SQL Query to Excel result**  



**Create pivot table report of profit and loss for 2018,2019,2020 for country France**  



**If we compare SQL Query to Excel result for France only**  



**Calculating Profit & Loss Statement Related Values**  



**If we compare SQL Query to Excel Profit & Loss Statement Related Values**  



### B. Balance Sheet

**Create pivot table report of balance sheet for 2018,2019,2020**  



**If we compare SQL Query to Excel result**  



**Calculating Balance Sheet Related Values**  



**If we compare SQL Query to Balance Sheet Excel result**



### C. Calculating Ratios

  

  

  

 

### D. Cash Flow Statement    

**Calculating Cash Flow Related Values**  

  

   

**If we compare SQL Query to Cash Flow Excel result**