Description

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Pavel Nacev – Case Study – Trading Dashboard in Tableau – CFI Education

Case Study – Trading Dashboard in Tableau
Practice your Tableau skills by completing this step-by-step Trading Dashboard case study

Overview
Trading Dashboard in Tableau Case Study overview
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.

Trading Dashboard in Tableau learning objectives
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

Who should take this Trading Dashboard in Tableau Case Study?
This Case Study 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 you’ll learn

Case Study Introduction
Case Study Introduction
Congratulations – Your New Role
Call with Head of Sales and Trading
Project Requirements
Overview of Case Study Files
Downloadable Files

Pull Historical Prices into Tableau
Chapter Introduction – Pull Historical Prices into Tableau
Download Azure Data Studio
Student Task – Connect, Explore, and Write SQL Query
Student Task Review – Explore the Database and ERD
Student Task Review – Historical Prices Query
Create a SQL View
Connect to the SQL view
Import Historical Stock Data into Tableau

Historical Price Visuals
Chapter Introduction – Historical Price Visuals
Candlestick Introduction
Dynamic Date Selection Requirements
Bollinger Band Introduction
Volume Chart Introduction
Relative Growth Introduction and Requirements
Total Growth Heat Introduction and Requirements

Pull Intraday Prices into Tableau
Chapter Introduction – Pull Intraday Prices into Tableau
Create an Intraday SQL Query
Import Intraday Data into Excel
Import Intraday Data into Tableau
Default Formatting of Measures
Student Task – Create Summary Measures
Student Task Review – Create Summary Measures
Test and Fix the High and Low

Intraday Price Visuals
Chapter Introduction – Intraday Price Visuals
BANS Introduction and Requirements
Treemap Introduction and Requirements

Create the Trading Dashboard
Chapter Introduction – Create the Trading Dashboard
Dashboard Requirements Part 1
Dashboard Requirements Part 2
Dashboard Requirements Part 3
Completed Trading Dashboard
Review with Head of Sales and Trading

Qualified Assessment
Case Study – Trading Dashboard in Tableau Qualified Assessment

What our students say

Recommending all students
Denis Gitumu

Short
It was nice and short
John Brian Mutugu Nyangi

Great Practice
You get to test yourself
David Mangwana

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