Case Study - Trading Dashboard in Tableau


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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.

Trading Dashboard in Tableau is a Required Case Study of CFI’s BIDA™ Program

CFI’s Business Intelligence & Data Analyst (BIDA)™ program will cover all the basic, intermediate, and advanced topics about business intelligence, and data analysis. This program will teach you quantitative methods used in the finance and capital markets industry. It is ideal for students who want to learn how to analyze complex data. The program is completely online so you can take it at your own pace, from anywhere in the world.

Common career paths for students who take the BIDA™ program are Business Intelligence, Asset Management, Data Analyst, Quantitative Analyst, and other finance careers.

What You'll Learn

Historical Price Visuals
Chapter Introduction - Historical Price Visuals
𝗖𝗮𝗻𝗱𝗹𝗲𝘀𝘁𝗶𝗰𝗸 𝗜𝗻𝘁𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝗼𝗻 FREE PREVIEW
- Candlestick - Requirements FREE PREVIEW
- Candlestick - Setup
- Candlestick - Body
- Candlestick - Wicks
- Candlestick - Conditional Formatting FREE PREVIEW
- Candlestick - Tooltips
- Candlestick - Formatting
𝗗𝘆𝗻𝗮𝗺𝗶𝗰 𝗗𝗮𝘁𝗲 𝗦𝗲𝗹𝗲𝗰𝘁𝗶𝗼𝗻 𝗥𝗲𝗾𝘂𝗶𝗿𝗲𝗺𝗲𝗻𝘁𝘀
- Dynamic Dates - Define the View Period
- Dynamic Dates - Max Date in the Dataset
- Dynamic Dates - Dynamic Date Filter
𝗕𝗼𝗹𝗹𝗶𝗻𝗴𝗲𝗿 𝗕𝗮𝗻𝗱 𝗜𝗻𝘁𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝗼𝗻
- Bollinger Bands - Requirements
- Bollinger Bands - Setup
- Bollinger Bands - Moving Average
- Bollinger Bands - Dynamic Lookback Period
- Bollinger Bands - Dynamic Standard Deviation
- Bollinger Bands - Plot the Bands
- Bollinger Bands - Date Filter Problems
- Bollinger Bands - Apply a Date Visibility Filter
- Bollinger Bands - Tooltips
- Bollinger Bands - Conditional Formatting of Breakouts
- Bollinger Bands - Formatting
𝗩𝗼𝗹𝘂𝗺𝗲 𝗖𝗵𝗮𝗿𝘁 𝗜𝗻𝘁𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝗼𝗻
- Volume Chart - Requirements
- Volume Chart - Volume and CountPreviousDays
- Volume Chart - PreviousVolumeHigh
- Volume Chart - Formatting
𝗥𝗲𝗹𝗮𝘁𝗶𝘃𝗲 𝗚𝗿𝗼𝘄𝘁𝗵 𝗜𝗻𝘁𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝗥𝗲𝗾𝘂𝗶𝗿𝗲𝗺𝗲𝗻𝘁𝘀
- Relative Growth - Setup
- Relative Growth - Close Price on First Date
- Relative Growth - Normalize Stock Growth
- Relative Growth - Parameter Highlight One Stock
- Relative Growth - First Date Per Ticker
- Relative Growth - Tooltips
- Relative Growth - Formatting
𝗧𝗼𝘁𝗮𝗹 𝗚𝗿𝗼𝘄𝘁𝗵 𝗛𝗲𝗮𝘁 𝗜𝗻𝘁𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝗥𝗲𝗾𝘂𝗶𝗿𝗲𝗺𝗲𝗻𝘁𝘀
- Total Growth Heat - Calculate Close at Max Date
- Total Growth Heat - Calculate Close at Min Date
- Total Growth Heat - FirstDateVisible vs MinDateContext
- Total Growth Heat - %GrowthTotal
- Total Growth Heat - Formatting

Become a certified Business Intelligence & Data Analyst (BIDA)™

Case Study - Trading Dashboard in Tableau is part of the Business Intelligence & Data Analyst (BIDA)™ certification, which includes 17 BIDA courses + all future courses in the program.

Business Intelligence & Data Analyst (BIDA)™ Certification
  • Skills Learned Data Visualization, Data Warehousing and Transformation, Data Modeling and Analysis
  • Career Prep Business Intelligence Analyst, Data Scientist, Data Visualization Specialist

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