Tableau Trading Dashboard
In this case study, you’ll take on the role of a Business Intelligence Analyst in an investment bank. The Sales and Trading team at CFI Capital Partners need you to develop customized dashboards to help their team with bespoke market analysis.
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In this case study, you’ll take on the role of a Business Intelligence Analyst in an investment bank. The Sales and Trading team at CFI Capital Partners need you to develop customized dashboards to help their team with bespoke market analysis.
In this case study, you’ll take on the role of a Business Intelligence Analyst in an investment bank. The Sales and Trading team at CFI Capital Partners need you to develop customized dashboards to help their team with bespoke market analysis.
You will be creating candlestick charts, Bollinger bands, market cap tree maps, growth plots, and much more in this exciting real-world scenario.
With plenty of extended student challenges and interactive exercises, this course is the perfect scenario-based case study to reinforce your fundamental knowledge of Tableau.
This case study is the perfect way to practice your Tableau and BI skills, and will help reinforce five key areas of Tableau:
• Creating Advanced Visuals - Candlesticks, Bollinger Bands and more
• Parameters - for filtering and highlighting
• Order of Operations - The key unlocking your Tableau superpowers
• Table Calculations - for moving averages and rolling maximums
• Parameter Actions - for next-level dashboard interactivity
This course is perfect for anyone who would like to practice their Tableau and SQL skills in a real-world scenario. There is no better way to kick-start a career in data analysis, quantitative analysis, business intelligence, or other areas of finance with applied, practical knowledge of Tableau and related BI tools.
What's inside
Syllabus
Getting Started
In this case study, you’ll take on the role of a Business Intelligence Analyst in an investment bank. The Sales and Trading team at CFI Capital Partners need you to develop customized dashboards to help their team with bespoke market analysis.
You will be creating candlestick charts, bollinger bands, market cap tree maps, growth plots and much more in this exciting real world scenario.
This case study is the perfect way to practice your Tableau and BI skills.
Read more
Syllabus
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Activities
Review Basic Tableau Functions
Show steps
Brushing up on creating charts, dashboards, and using filters in Tableau will help you feel more comfortable as you start this course.
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Tableau
Show steps
-
Create a new Tableau workbook and import a sample dataset.
-
Create a simple bar chart and a line chart.
-
Add filters to your visualizations.
-
Create a basic dashboard.
Practice Creating Candlestick Charts
Show steps
Candlestick charts are a common way to visualize financial data. This activity will give you practice creating and interpreting candlestick charts.
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Candlestick Charts
Show steps
-
Import a dataset of historical stock prices into Tableau.
-
Create a candlestick chart of the data.
-
Identify the different parts of a candlestick chart.
-
Use candlestick charts to identify trends and patterns in the data.
-
Optional: Use candlestick patterns to make trading decisions.
Join a Study Group
Show steps
Working with other students can help you learn the material more deeply and identify areas where you need additional support.
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Collaboration
Show steps
-
Find a group of students who are also taking this course.
-
Meet regularly to discuss the course material.
-
Work together on assignments and projects.
-
Quiz each other on the material.
-
Provide support and encouragement to each other.
Four other activities
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Show all seven activities
Practice Creating Bollinger Bands
Show steps
Bollinger Bands are a technical analysis tool that can help you identify overbought and oversold conditions. This activity will give you practice creating and using Bollinger Bands.
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Bollinger Bands
Show steps
-
Import a dataset of historical stock prices into Tableau.
-
Create a Bollinger Bands indicator.
-
Identify the different parts of a Bollinger Band.
-
Use Bollinger Bands to identify trends and patterns in the data.
-
Optional: Use Bollinger Bands to make trading decisions.
Create a Dashboard of Market Data
Show steps
Creating a dashboard of market data will allow you to practice using the skills you have learned in this course to create a valuable tool for analyzing financial data.
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Dashboard Creation
Show steps
-
Gather data from multiple sources, such as Yahoo Finance or Google Finance.
-
Clean and prepare the data for use in Tableau.
-
Create a Tableau dashboard that includes visualizations of the data.
-
Add interactivity to the dashboard, such as filters and drill-downs.
-
Share the dashboard with others for feedback.
Enter a Tableau Data Visualization Competition
Show steps
Participating in a data visualization competition can help you improve your skills and learn from others in the field.
Browse courses on
Data Visualization
Show steps
-
Find a data visualization competition that is relevant to your interests.
-
Gather data and create a Tableau dashboard that addresses the competition's theme.
-
Submit your dashboard to the competition.
-
Get feedback on your dashboard from the competition judges.
-
Optional: Win the competition!
Contribute to Open-Source Tableau Projects
Show steps
Contributing to open-source Tableau projects can help you learn from others and improve your Tableau skills.
Browse courses on
Tableau
Show steps
-
Find an open-source Tableau project that interests you.
-
Fork the project and make changes to the code.
-
Submit a pull request to the project's maintainer.
-
Work with the maintainer to get your changes merged into the project.
-
Optional: Become a maintainer of the project.
Review Basic Tableau Functions
Show steps
Brushing up on creating charts, dashboards, and using filters in Tableau will help you feel more comfortable as you start this course.
Browse courses on
Tableau
Show steps
- Create a new Tableau workbook and import a sample dataset.
- Create a simple bar chart and a line chart.
- Add filters to your visualizations.
- Create a basic dashboard.
Practice Creating Candlestick Charts
Show steps
Candlestick charts are a common way to visualize financial data. This activity will give you practice creating and interpreting candlestick charts.
Browse courses on
Candlestick Charts
Show steps
- Import a dataset of historical stock prices into Tableau.
- Create a candlestick chart of the data.
- Identify the different parts of a candlestick chart.
- Use candlestick charts to identify trends and patterns in the data.
- Optional: Use candlestick patterns to make trading decisions.
Join a Study Group
Show steps
Working with other students can help you learn the material more deeply and identify areas where you need additional support.
Browse courses on
Collaboration
Show steps
- Find a group of students who are also taking this course.
- Meet regularly to discuss the course material.
- Work together on assignments and projects.
- Quiz each other on the material.
- Provide support and encouragement to each other.
Practice Creating Bollinger Bands
Show steps
Bollinger Bands are a technical analysis tool that can help you identify overbought and oversold conditions. This activity will give you practice creating and using Bollinger Bands.
Browse courses on
Bollinger Bands
Show steps
- Import a dataset of historical stock prices into Tableau.
- Create a Bollinger Bands indicator.
- Identify the different parts of a Bollinger Band.
- Use Bollinger Bands to identify trends and patterns in the data.
- Optional: Use Bollinger Bands to make trading decisions.
Create a Dashboard of Market Data
Show steps
Creating a dashboard of market data will allow you to practice using the skills you have learned in this course to create a valuable tool for analyzing financial data.
Browse courses on
Dashboard Creation
Show steps
- Gather data from multiple sources, such as Yahoo Finance or Google Finance.
- Clean and prepare the data for use in Tableau.
- Create a Tableau dashboard that includes visualizations of the data.
- Add interactivity to the dashboard, such as filters and drill-downs.
- Share the dashboard with others for feedback.
Enter a Tableau Data Visualization Competition
Show steps
Participating in a data visualization competition can help you improve your skills and learn from others in the field.
Browse courses on
Data Visualization
Show steps
- Find a data visualization competition that is relevant to your interests.
- Gather data and create a Tableau dashboard that addresses the competition's theme.
- Submit your dashboard to the competition.
- Get feedback on your dashboard from the competition judges.
- Optional: Win the competition!
Contribute to Open-Source Tableau Projects
Show steps
Contributing to open-source Tableau projects can help you learn from others and improve your Tableau skills.
Browse courses on
Tableau
Show steps
- Find an open-source Tableau project that interests you.
- Fork the project and make changes to the code.
- Submit a pull request to the project's maintainer.
- Work with the maintainer to get your changes merged into the project.
- Optional: Become a maintainer of the project.
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