Tableau Trading Dashboard

Name: Tableau Trading Dashboard
Availability: InStock
Rating: 4.94 (54 reviews)

Create a complex trading dashboard in Tableau based on a real-world scenario. This advanced scenario will help reinforce your skills and give you an incredible dashboard to showcase in your portfolio.

Connect to an enterprise database to ensure a single version of the truth
Work with business requirements from your trading team boss.
Customize your visuals with filtering, highlighting, parameters, and actions

Start Learning

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 more advanced knowledge of Tableau, including tableau calculations, parameters, and order of operations.

If you like you’ll also have the opportunity to source your data from a company database using an SQL query, therefore combining tools as you would in the real world.

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 than with applied, practical knowledge of Tableau and related BI tools.

Tableau Trading Dashboard Learning Objectives

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

Prerequisite Courses

Recommended courses to complete before taking this course.

What You'll Learn

Lesson

Multimedia

Exams

Files

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 Essentials Certificate

Skills Learned Microsoft Excel, Word, PowerPoint, Business Communication, Data Visualization, Ethics
Career Prep Sales Skills, People Management Skills, Relationship Management Skills, Business Analysis Skills

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 Members Say

Fantastic

CFI courses always have engaging content and look forward to learning much more from them.

Aaron Burningham

Good

Useful information and tricks

Kamel Khalaf

Very good course

Very good course, organized, well trained

Mohamed Amer Abd El Hakim El Shebly

interesting to learn

this is engaged every second and nice to learn

Shatrughan ,

Nice advanced course

Make sure you learn the order of operations well

John Katona

Learning was well structured and covered a lot.

This course provides you with enough skill to create your own complex visuals and a solid foundation to build a deeper understanding of the tool.

Artur Melnyk

Practical experience

the session is very practical and relevant

Derick Brown Mwalugelo

Amazing experience

This is a great course and it puts Tableau in our hands

Stephen Akinosi

Tough

This is advanced level Tableau, and you'll need a lot of practice to actually become very skilled at this.

Olashina Ayeni

Great

Great learning experience

KIPLANGAT JAPHET KIGEN

Would Recommend

It further builds on your acquired Tableau practical skills

Gloria Kasyoki

Trading Dashboard in Tableau Assessment

Interesting course, needs more practice to adapt

William Ogolla

Candle stick chart

Table calculation filter

Jose muriithii

Exciting

Knew knowledge on candles sticks and how they behave

Oliver Wekesa Simiyu

Such an informative course

So fascinating with invaluable knowledge

Boniface Mukundi

Highly reccomend

Great course content

Esther Offem

Excellent Practice

The practice is real and tangible

Patrick Ramano

Thrilling!

It was a wonderful experience to learn these interesting concepts

Peace Oyebamiji

Very rich in content

Peter Oyetunji Oyelami

Great

Well understood noted and videos.

Karen Chebet

This course taught me how to pay attention to detail.

Complete the course.

Lydia Angolo Endjala

I love CFI courses

CFI courses are taught by experienced professionals and are easily understood

SHADRACK OPOKU FRIMPONG

Awesome

Really great content

Innocent Nduaguba

GREAT EXPERIENCE

it was a great learning experience

Olubisi Esther Oladejo

Very Great Presentation

Easy to follow & Understand

Amanuel Gebissa

Frequently Asked Questions

If you haven’t found your answer from our FAQ, please send us a message.

Contact Us

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.

What is CFI's refund policy?

Except as required by law, all payments to CFI are non-refundable, including fees and any other associated charges. Canceling your subscription will not generate a refund. Your access to CFI's paid content will remain active until your current billing cycle ends. For more information please visit our refund policy page.

Tableau Trading Dashboard

Tableau Trading Dashboard Overview

Who should take this Tableau Trading Dashboard Course?

Tableau Trading Dashboard Learning Objectives

What You'll Learn

Case Study Introduction

Pull Historical Prices into Tableau

Historical Price Visuals

Pull Intraday Prices into Tableau

Intraday Price Visuals

Create the Trading Dashboard

Qualified Assessment

This Course is Part of the Following Programs

Business Essentials Certificate

Business Intelligence Analyst Specialization

What Our Members Say

Aaron Burningham

Kamel Khalaf

Mohamed Amer Abd El Hakim El Shebly

Shatrughan ,

John Katona

Artur Melnyk

Derick Brown Mwalugelo

Stephen Akinosi

Olashina Ayeni

KIPLANGAT JAPHET KIGEN

Gloria Kasyoki

William Ogolla

Jose muriithii

Oliver Wekesa Simiyu

Boniface Mukundi

Esther Offem

Patrick Ramano

Peace Oyebamiji

Peter Oyetunji Oyelami

Karen Chebet

Lydia Angolo Endjala

SHADRACK OPOKU FRIMPONG

Innocent Nduaguba

Olubisi Esther Oladejo

Amanuel Gebissa

Frequently Asked Questions