Module 1: Case Study Introduction 1. Case Study Introduction 2. Congratulations - Your New Role 3. Call with Head of Sales and Trading Free Preview 4. Project Requirements Free Preview 5. Overview of Case Study Files 6. Case Study File DownloadsModule 2: Pull Historical Prices into Tableau 1. Chapter Introduction - Pull Historical Prices into Tableau 2. Download Azure Data Studio 3. Student Task - Connect, Explore, and Write Query 4. Student Task Review - Explore the Database and ERD 5. Student Task Review - Historical Prices Query 6. Create a SQL View 7. Connect to the SQL view 8. Import Historical Stock Data into TableauModule 3: Historical Price Visuals 1. Chapter Introduction - Historical Price Visuals 2. 𝗖𝗮𝗻𝗱𝗹𝗲𝘀𝘁𝗶𝗰𝗸 𝗜𝗻𝘁𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝗼𝗻 Free Preview 3. - Candlestick - Requirements Free Preview 4. - Candlestick - Setup 5. - Candlestick - Body 6. - Candlestick - Wicks 7. - Candlestick - Conditional Formatting Free Preview 8. - Candlestick - Tooltips 9. - Candlestick - Formatting 10. 𝗗𝘆𝗻𝗮𝗺𝗶𝗰 𝗗𝗮𝘁𝗲 𝗦𝗲𝗹𝗲𝗰𝘁𝗶𝗼𝗻 𝗥𝗲𝗾𝘂𝗶𝗿𝗲𝗺𝗲𝗻𝘁𝘀 11. - Dynamic Dates - Define the View Period 12. - Dynamic Dates - Max Date in the Dataset 13. - Dynamic Dates - Dynamic Date Filter 14. 𝗕𝗼𝗹𝗹𝗶𝗻𝗴𝗲𝗿 𝗕𝗮𝗻𝗱 𝗜𝗻𝘁𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝗼𝗻 15. - Bollinger Bands - Requirements 16. - Bollinger Bands - Setup 17. - Bollinger Bands - Moving Average 18. - Bollinger Bands - Dynamic Lookback Period 19. - Bollinger Bands - Dynamic Standard Deviation 20. - Bollinger Bands - Plot the Bands 21. - Bollinger Bands - Date Filter Problems 22. - Bollinger Bands - Apply a Date Visibility Filter 23. - Bollinger Bands - Tooltips 24. - Bollinger Bands - Conditional Formatting of Breakouts 25. - Bollinger Bands - Formatting 26. 𝗩𝗼𝗹𝘂𝗺𝗲 𝗖𝗵𝗮𝗿𝘁 𝗜𝗻𝘁𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝗼𝗻 27. - Volume Chart - Requirements 28. - Volume Chart - Volume and CountPreviousDays 29. - Volume Chart - PreviousVolumeHigh 30. - Volume Chart - Formatting 31. 𝗥𝗲𝗹𝗮𝘁𝗶𝘃𝗲 𝗚𝗿𝗼𝘄𝘁𝗵 𝗜𝗻𝘁𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝗥𝗲𝗾𝘂𝗶𝗿𝗲𝗺𝗲𝗻𝘁𝘀 32. - Relative Growth - Setup 33. - Relative Growth - Close Price on First Date 34. - Relative Growth - Normalize Stock Growth 35. - Relative Growth - Parameter Highlight One Stock 36. - Relative Growth - First Date Per Ticker 37. - Relative Growth - Tooltips 38. - Relative Growth - Formatting 39. 𝗧𝗼𝘁𝗮𝗹 𝗚𝗿𝗼𝘄𝘁𝗵 𝗛𝗲𝗮𝘁 𝗜𝗻𝘁𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝗥𝗲𝗾𝘂𝗶𝗿𝗲𝗺𝗲𝗻𝘁𝘀 40. - Total Growth Heat - Calculate Close at Max Date 41. - Total Growth Heat - Calculate Close at Min Date 42. - Total Growth Heat - FirstDateVisible vs MinDateContext 43. - Total Growth Heat - %GrowthTotal 44. - Total Growth Heat - FormattingModule 4: Pull Intraday Prices into Tableau 1. Chapter Introduction - Pull Intraday Prices into Tableau 2. Create an Intraday SQL Query 3. Import Intraday Data into Excel 4. Import Intraday Data into Tableau 5. Default Formatting of Measures 6. Student Task - Create Summary Measures 7. Student Task Review - Create Summary Measures 8. Test and Fix the High and LowModule 5: Intraday Price Visuals 1. Chapter Introduction - Intraday Price Visuals 2. 𝗕𝗔𝗡𝗦 𝗜𝗻𝘁𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝗥𝗲𝗾𝘂𝗶𝗿𝗲𝗺𝗲𝗻𝘁𝘀 3. BANS - Create and Format 4. BANS - Sync Ticker Selection 5. 𝗧𝗿𝗲𝗲𝗺𝗮𝗽 𝗜𝗻𝘁𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝗥𝗲𝗾𝘂𝗶𝗿𝗲𝗺𝗲𝗻𝘁𝘀 6. Treemap - A Quick Introduction to Data Blending 7. Treemap - Create and FormatModule 6: Create the Trading Dashboard 1. Chapter Introduction - Create the Trading Dashboard 2. 𝗗𝗮𝘀𝗵𝗯𝗼𝗮𝗿𝗱 𝗥𝗲𝗾𝘂𝗶𝗿𝗲𝗺𝗲𝗻𝘁𝘀 𝗣𝗮𝗿𝘁 𝟭 3. Part 1 - Check Applied Filters 4. Part 1 - Create Basic Dashboard Layout 5. Part 1 - Dynamic Chart Titles 6. Part 1 - Ticker Selection Visual and Dashboard Title 7. 𝗗𝗮𝘀𝗵𝗯𝗼𝗮𝗿𝗱 𝗥𝗲𝗾𝘂𝗶𝗿𝗲𝗺𝗲𝗻𝘁𝘀 𝗣𝗮𝗿𝘁 𝟮 8. Part 2 - Floating Treemap 9. 𝗗𝗮𝘀𝗵𝗯𝗼𝗮𝗿𝗱 𝗥𝗲𝗾𝘂𝗶𝗿𝗲𝗺𝗲𝗻𝘁𝘀 𝗣𝗮𝗿𝘁 𝟯 10. Part 3 - News Pop-Up and Parameter Action 11. Completed Trading Dashboard Free Preview 12. Review with Head of Sales and TradingModule 7: Qualified Assessment 1. Case Study - Trading Dashboard in Tableau Qualified Assessment 2. Case Study Evaluation 3. Share Your Feedback 4. Case Study Completion

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This step-by-step Trading Dashboard case studies will help you to improve your Tableau skills. This case study will show you how to play the role of an Investment Bank Business Intelligence Analyst. CFI Capital Partners' Sales and Trading team needs you to create custom dashboards to assist them with market analysis.

Learn "Case Study - Trading Dashboard in Tableau" "Certification" by "Corporate Finance Institute (CFI)" and upskill your career by acquiring skills like Trading & Technical Analysis etc with Careervira.

Case Study - Trading Dashboard in Tableau

Case Study - Trading Dashboard in Tableau

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