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Tableau Trading Dashboard

Sebastian Taylor and Pavel Nacev

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.

Read more

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.

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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

Traffic lights

Read about what's good
what should give you pause
and possible dealbreakers
Teaches bespoke market analysis, giving learners a solid foundation in financial analysis and BI
Develops skills in Tableau, SQL, and related BI tools, which are essential for data analysts and quantitative analysts
Provides learners with hands-on, real-world scenarios to solidify their understanding of Tableau
Taught by Sebastian Taylor and Pavel Nacev, recognized industry experts in BI and data analysis
Covers essential Tableau concepts such as creating advanced visuals, parameters, and table calculations
May be suitable for beginners seeking a practical introduction to Tableau and BI

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Reviews summary

Tableau for financial dashboard creation

According to learners, this course is highly valuable for those seeking to apply Tableau in a real-world financial context, particularly for creating advanced trading dashboards. Students appreciate the scenario-based case study approach and the focus on practical, applicable skills like candlestick charts, Bollinger bands, and parameter actions. It is seen as an excellent resource for reinforcing fundamental Tableau and BI knowledge, specifically for careers in data analysis, quantitative analysis, or business intelligence within finance. However, some may find it requires prior foundational understanding of Tableau.
Highly relevant for finance and data analysis careers.
"Perfect for anyone looking to kick-start a career in quantitative analysis or BI."
"The skills gained are directly applicable to roles in investment banking and financial data analysis."
"This course fills a critical gap in applying Tableau specifically for financial markets."
Covers sophisticated charts and interactive features.
"Learning to create candlestick charts and Bollinger bands was extremely useful for my trading analysis."
"The parameter actions section really took my dashboard interactivity to the next level."
"I mastered complex visuals and dynamic filters, which are essential for financial reporting."
Focuses on real-world scenarios for immediate use.
"This case study provided invaluable real-world experience, truly preparing me for a BI analyst role."
"I appreciate the focus on practical, applied knowledge that I can use in finance immediately."
"The trading dashboard project felt just like a task I'd get at an investment bank."
Benefits those with existing Tableau and BI basics.
"This course is best if you already have a solid foundation in Tableau; it's more about application than teaching basics."
"I found it challenging at times without strong prior BI skills, but it's great for practice."
"Assumes some familiarity with Tableau's core functions, which is good for those wanting to reinforce."

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Tableau Trading Dashboard with these activities:
Review Basic Tableau Functions
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
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
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.
Four other activities
Expand to see all activities and additional details
Show all seven activities
Practice Creating Bollinger Bands
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
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
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
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.

Career center

Learners who complete Tableau Trading Dashboard will develop knowledge and skills that may be useful to these careers:

Reading list

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Course image
Level
Introductory
Via
Coursera
Institution
Corporate Finance Institute
Instructors
Sebastian Taylor
Pavel Nacev
Language
English
Traffic lights
Read about what's good
what should give you pause
and possible dealbreakers
Teaches bespoke market analysis, giving learners a solid foundation in financial analysis and BI
Develops skills in Tableau, SQL, and related BI tools, which are essential for data analysts and quantitative analysts
Provides learners with hands-on, real-world scenarios to solidify their understanding of Tableau
Taught by Sebastian Taylor and Pavel Nacev, recognized industry experts in BI and data analysis
Covers essential Tableau concepts such as creating advanced visuals, parameters, and table calculations
May be suitable for beginners seeking a practical introduction to Tableau and BI
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