Tableau Trading Dashboard 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 more advanced knowledge of Tableau, including tableau calculations, parameters, and order of operations.
If you like you’ll also have the opportunity to source your data from a company database using an SQL query, therefore combining tools as you would in the real world.
Tableau Trading Dashboard 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
