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Tableau Trading Dashboard · LearnSpace
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Tableau Trading Dashboard

Курс от Corporate Finance Institute
Начальный≈ 4 чАнглийский
О курсеНавыкиПрограммаПреподаватели

О курсе

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.

Навыки, которые вы освоите

Interactive Data VisualizationTableau SoftwareSQLMarket DataInvestment BankingMarket AnalysisStatistical VisualizationData Visualization SoftwareBusiness Intelligence SoftwareBusiness IntelligenceTechnical AnalysisPlot (Graphics)Data AnalysisDashboardDashboard CreationTree Maps

Программа курса

8 модулей · 87 учебных материалов

01Getting Started6 материалов

Introduction

Case Study IntroductionВидеоCongratulations - Your New RoleВидеоCall with Head of Sales and TradingВидеоProject RequirementsВидеоOverview of Case Study FilesВидео

Учитесь у экспертов

CFI (Corporate Finance Institute)

Преподаватель курса

Tableau Trading Dashboard
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Обучение откроется на Coursera
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Обучение на Coursera

≈ 4 ч

8 модулей

Язык: Английский

Субтитры: Арабский, Французский, Итальянский, Бразильский португальский, Корейский, Немецкий, Гаитянский, Испанский, Японский, Казахский

Часть программы вашего университета
Downloadable FilesЧтение
02Pull Historical Prices into Tableau8 материалов

Pull Historical Prices into Tableau

IntroductionВидеоDownload Azure Data StudioВидеоStudent Task - Connect, Explore, and Write SQL QueryВидеоStudent Task Review - Explore the Database and ERDВидеоStudent Task Review - Historical Prices QueryВидеоCreate a SQL ViewВидеоConnect to the SQL viewВидеоImport Historical Stock Data into TableauВидео
03Historical Price Visuals44 материалов

Introduction

IntroductionВидео

Candlestick Introduction

Candlestick IntroductionВидеоCandlestick - RequirementsВидеоCandlestick - SetupВидеоCandlestick - BodyВидеоCandlestick - WicksВидеоCandlestick - Conditional FormattingВидеоCandlestick - TooltipsВидеоCandlestick - FormattingВидео

Dynamic Date Selection Requirements

Dynamic Date Selection RequirementsВидеоDynamic Dates - Define the View PeriodВидеоDynamic Dates - Max Date in the DatasetВидеоDynamic Dates - Dynamic Date FilterВидео

Bollinger Band Introduction

Bollinger Band IntroductionВидеоBollinger Bands - RequirementsВидеоBollinger Bands - SetupВидеоBollinger Bands - Moving AverageВидеоBollinger Bands - Dynamic Lookback PeriodВидеоBollinger Bands - Dynamic Standard DeviationВидео

Volume Chart Introduction

IntroductionВидеоVolume Chart - RequirementsВидеоVolume Chart - Volume and CountPreviousDaysВидеоVolume Chart - PreviousVolumeHighВидеоVolume Chart - FormattingВидео

Relative Growth Introduction and Requirements

Relative Growth Introduction and RequirementsВидеоRelative Growth - SetupВидеоRelative Growth - Close Price on First DateВидеоRelative Growth - Normalize Stock GrowthВидеоRelative Growth - Parameter Highlight One StockВидеоRelative Growth - First Date Per TickerВидео

Total Growth Heat Introduction and Requirements

Total Growth Heat Introduction and RequirementsВидеоTotal Growth Heat - Calculate Close at Max DateВидеоTotal Growth Heat - Calculate Close at Min DateВидеоTotal Growth Heat - FirstDateVisible vs MinDateContextВидеоTotal Growth Heat - %GrowthTotalВидеоTotal Growth Heat - FormattingВидео
04Module 1-3 Challenge1 материалов

Module 1-3 Challenge

Module 1-3 ChallengeЗадание
05Pull Intraday Prices into Tableau8 материалов

Pull Intraday Prices into Tableau

IntroductionВидеоCreate an Intraday SQL QueryВидеоImport Intraday Data into ExcelВидеоImport Intraday Data into TableauВидеоDefault Formatting of MeasuresВидеоStudent Task - Create Summary MeasuresВидеоStudent Task Review - Create Summary MeasuresВидеоTest and Fix the High and LowВидео
06Intraday Price Visuals7 материалов

Intraday Price Visuals Introduction

Introduction Видео

BANS Introduction and Requirements

BANS Introduction and RequirementsВидеоBANS - Create and FormatВидеоBANS - Sync Ticker SelectionВидео

Treemap Introduction and Requirements

Treemap Introduction and RequirementsВидеоTreemap - A Quick Introduction to Data BlendingВидеоTreemap - Create and FormatВидео
07Create the Trading Dashboard12 материалов

Create the Trading Dashboard Introduction

Introduction Видео

Dashboard Requirements Part 1

Dashboard Requirements Part 1ВидеоCheck Applied FiltersВидеоCreate Basic Dashboard LayoutВидеоDynamic Chart TitlesВидеоTicker Selection Visual and Dashboard TitleВидео

Dashboard Requirements Part 2

Dashboard Requirements Part 2ВидеоFloating Tree MapВидео

Dashboard Requirements Part 3

Dashboard Requirements Part 3ВидеоNews Pop-Up and Parameter ActionВидео

Completed Trading Dashboard

Completed Trading DashboardВидео

Review with Head of Sales and Trading

Review with Head of Sales and TradingВидео
08Module 5-7 Challenge1 материалов

Module 5-7 Challenge

Module 5-7 ChallengeЗадание
Bollinger Bands - Plot the BandsВидео
Bollinger Bands - Date Filter ProblemsВидео
Bollinger Bands - Apply a Date Visibility FilterВидео
Bollinger Bands - TooltipsВидео
Bollinger Bands - Conditional Formatting of BreakoutsВидео
Bollinger Bands - FormattingВидео
Relative Growth - TooltipsВидео
Relative Growth - FormattingВидео