Case Study - Trading Dashboard in Tableau

Overview:

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. 

In this case study, you will 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 seminar is the perfect scenario-based case study to reinforce your fundamental knowledge of Tableau. 

Course Content:

·        Pull Historical Prices into Tableau 

·        Historical Price Visuals 

·        Pull Intraday Prices into Tableau 

·        Intraday Price Visuals 

·        Create the 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 

Who Will Benefit: 

Anyone who would like to practice their Tableau and SQL skills in a real-world scenario.