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Corporate Finance Institute
Tableau Trading Dashboard

Overview

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 fundamental knowledge of Tableau.

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

Who should take this Tableau Trading Dashboard Course?

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.

Tableau Trading Dashboard

Pavel Nacev
Led by Pavel Nacev
Get Started

Level 4

Approx 5h to complete

100% online and self-paced

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What you'll learn

Lesson
Multimedia
Exams
Files
Case Study Introduction
Case Study Introduction Free Preview
Congratulations - Your New Role Free Preview
Call with Head of Sales and Trading Free Preview
Project Requirements Free Preview
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

This Course is Part of the Following Programs

Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.

Business Intelligence & Data Analyst (BIDA)® Certification
Tableau Trading Dashboard is part of the Business Intelligence & Data Analyst (BIDA)® certification, which includes 25 courses.
  • Skills Learned Data visualization, data warehousing and transformation, data modeling and analysis
  • Career Prep Business intelligence analyst, data scientist, data visualization specialist
Learn More
Business Intelligence Analyst Specialization
  • Skills learned Data Transformation & Automation, Data Visualization, Coding, Data Modeling
  • Career prep Data Analyst, Business Intelligence Specialist, Finance Analyst, Data Scientist
Learn More

What our students say

Attention to Detail
The hands on experience with the provided examples requires attention to detail, to guarantee accurate results. The study material is absolutely engaging.

tatenda gutuza

Tableau Trading Dashboard
This was very very intense. Must review several times to get the details..Excellent course

Martin Karuiru

Great course
So much value in one course

Precious Alor


Recommending all students

Denis Gitumu

See more

Frequently asked questions

What are the requirements to take the courses?
All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements
Can I download the Excel files and financial modeling templates for the course?
Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.
How long do I have to complete the courses?
You will have yearly access to the courses as long as you maintain an active subscription. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.
Are CFI courses officially accredited?
Yes, CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.
Are there any additional fees or costs?
None! The bundle price includes everything and there are no additional fees or charges to earn your digital certification. You can see our enrollment fees listed here.
What currency are your courses priced in?
All our online courses are priced in USD. As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express.
How do I earn my certificates?
Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.
How are the exams conducted?
Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment
Can I email the instructor if I have questions?
While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function that allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.
Will these courses help me advance my career?
Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and to help delve even deeper into the course concepts, please look into our free career resources library.
More Questions?
You can view more detailed information through our Help Center or Email us and we'll be happy to answer any of your questions

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