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Coursera

Tableau Trading Dashboard

Corporate Finance Institute via Coursera

Overview

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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.

Syllabus

  • Getting Started
    • 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. This case study is the perfect way to practice your Tableau and BI skills.
  • Pull Historical Prices into Tableau
  • Historical Price Visuals
  • Module 1-3 Challenge
  • Pull Intraday Prices into Tableau
  • Intraday Price Visuals
  • Create the Trading Dashboard
  • Module 5-7 Challenge

Taught by

CFI (Corporate Finance Institute)

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