Pavel Nacev – CFI Education – Tableau Trading Dashboard

Description

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Pavel Nacev – CFI Education – Tableau Trading Dashboard

Tableau Trading Dashboard
Create a trading dashboard in Tableau based on a real-world scenario – building advanced visuals using techniques like parameter actions and table calculations.

• Connect to an enterprise database to ensure a single version of the truth
• Solidify your knowledge of core Tableau skills with an in-depth case study
• Customize your visuals with filtering, highlighting, parameters, and actions

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.

What you’ll learn

Case Study Introduction
Case Study Introduction
Congratulations – Your New Role
Call with Head of Sales and Trading
Project Requirements
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

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

Frequently Asked Questions:

1. Innovative Business Model:
   • Embrace the reality of a genuine business! Our approach involves forming a group buy, where we collectively share the costs among members. Using these funds, we purchase sought-after courses from sale pages and make them accessible to individuals facing financial constraints. Despite potential reservations from the authors, our customers appreciate the affordability and accessibility we provide.
2. The Legal Landscape: Yes and No:
   • The legality of our operations falls into a gray area. While we lack explicit approval from the course authors for resale, there’s a technicality at play. When procuring the course, the author didn’t specify any restrictions on resale. This legal nuance presents both an opportunity for us and a boon for those seeking budget-friendly access.
3. Quality Assurance: Unveiling the Real Deal:
   • Delving into the heart of the matter – quality. Acquiring the course directly from the sale page ensures that all documents and materials are identical to those obtained through conventional means. However, our differentiator lies in going beyond personal study; we take an extra step by reselling. It’s important to note that we are not the official course providers, meaning certain premium services aren’t included in our package:
     • No coaching calls or scheduled sessions with the author.
     • No access to the author’s private Facebook group or web portal.
     • No entry to the author’s exclusive membership forum.
     • No direct email support from the author or their team.

   We operate independently, aiming to bridge the affordability gap without the additional services offered by official course channels. Your understanding of our unique approach is greatly appreciated.

Refund is acceptable:

• Firstly, item is not as explained
• Secondly, Item do not work the way it should.
• Thirdly, and most importantly, support extension can not be used.

Thank you for choosing us! We’re so happy that you feel comfortable enough with us to forward your business here.