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Overview

Trading Dashboard in Tableau Case Study 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.

Trading Dashboard in Tableau 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 Trading Dashboard in Tableau Case Study?

This Case Study 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.

Trading Dashboard in Tableau is a required Case Study of CFI’s BIDA™ program

CFI’s Business Intelligence & Data Analyst (BIDA)™ program will cover all the basic, intermediate, and advanced topics about business intelligence, and data analysis. This program will teach you quantitative methods used in the finance and capital markets industry. It is ideal for students who want to learn how to analyze complex data. The program is completely online so you can take it at your own pace, from anywhere in the world.

Common career paths for students who take the BIDA™ program are Business Intelligence, Asset Management, Data Analyst, Quantitative Analyst, and other finance careers.

Case Study - Trading Dashboard in Tableau

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Level 4

Approx 5h to complete

100% online and self-paced

Subscribe to get access to BIDA and other programs

From $497/year

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What you'll learn

Lesson
Multimedia
Exams
Files
Historical Price Visuals
Chapter Introduction - Historical Price Visuals
𝗖𝗮𝗻𝗱𝗹𝗲𝘀𝘁𝗶𝗰𝗸 𝗜𝗻𝘁𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝗼𝗻 Free Preview
- Candlestick - Requirements Free Preview
- Candlestick - Setup
- Candlestick - Body
- Candlestick - Wicks
- Candlestick - Conditional Formatting Free Preview
- Candlestick - Tooltips
- Candlestick - Formatting
𝗗𝘆𝗻𝗮𝗺𝗶𝗰 𝗗𝗮𝘁𝗲 𝗦𝗲𝗹𝗲𝗰𝘁𝗶𝗼𝗻 𝗥𝗲𝗾𝘂𝗶𝗿𝗲𝗺𝗲𝗻𝘁𝘀
- Dynamic Dates - Define the View Period
- Dynamic Dates - Max Date in the Dataset
- Dynamic Dates - Dynamic Date Filter
𝗕𝗼𝗹𝗹𝗶𝗻𝗴𝗲𝗿 𝗕𝗮𝗻𝗱 𝗜𝗻𝘁𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝗼𝗻
- Bollinger Bands - Requirements
- Bollinger Bands - Setup
- Bollinger Bands - Moving Average
- Bollinger Bands - Dynamic Lookback Period
- Bollinger Bands - Dynamic Standard Deviation
- Bollinger Bands - Plot the Bands
- Bollinger Bands - Date Filter Problems
- Bollinger Bands - Apply a Date Visibility Filter
- Bollinger Bands - Tooltips
- Bollinger Bands - Conditional Formatting of Breakouts
- Bollinger Bands - Formatting
𝗩𝗼𝗹𝘂𝗺𝗲 𝗖𝗵𝗮𝗿𝘁 𝗜𝗻𝘁𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝗼𝗻
- Volume Chart - Requirements
- Volume Chart - Volume and CountPreviousDays
- Volume Chart - PreviousVolumeHigh
- Volume Chart - Formatting
𝗥𝗲𝗹𝗮𝘁𝗶𝘃𝗲 𝗚𝗿𝗼𝘄𝘁𝗵 𝗜𝗻𝘁𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝗥𝗲𝗾𝘂𝗶𝗿𝗲𝗺𝗲𝗻𝘁𝘀
- Relative Growth - Setup
- Relative Growth - Close Price on First Date
- Relative Growth - Normalize Stock Growth
- Relative Growth - Parameter Highlight One Stock
- Relative Growth - First Date Per Ticker
- Relative Growth - Tooltips
- Relative Growth - Formatting
𝗧𝗼𝘁𝗮𝗹 𝗚𝗿𝗼𝘄𝘁𝗵 𝗛𝗲𝗮𝘁 𝗜𝗻𝘁𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝗥𝗲𝗾𝘂𝗶𝗿𝗲𝗺𝗲𝗻𝘁𝘀
- Total Growth Heat - Calculate Close at Max Date
- Total Growth Heat - Calculate Close at Min Date
- Total Growth Heat - FirstDateVisible vs MinDateContext
- Total Growth Heat - %GrowthTotal
- Total Growth Heat - Formatting

Become a certified Business Intelligence & Data Analyst (BIDA)™ Certification

Case Study – Trading Dashboard in Tableau is part of the Business Intelligence & Data Analyst (BIDA)™ certification, which includes 21 courses.

Business Intelligence & Data Analyst (BIDA)™ Certification
  • Skills Learned Data visualization, data warehousing and transformation, data modeling and analysis
  • Career Prep Business intelligence analyst, data scientist, data visualization specialist

Path to certification

Prep courses

3 courses from beginner to intermediate level.

01 Optional

Core courses

13 courses from beginner to intermediate level.

02 Required

Elective courses

5 courses in advanced and intermediate levels.

03 Optional

Get certified

Submit your BIDA checklist and order your certificate.

04 Required

Join our community

Get access to the Global Corporate Finance Society.

05 Optional

How the certification works

Business Intelligence & Data Analyst (BIDA)™ courses are offered 100% online, allowing you the flexibility to start the Business Intelligence & Data Analyst (BIDA)™ program anytime and learn when it’s most convenient for you.

The program is a part of the All Access Subscription, which includes all programs and courses.

CFI courses are designed by instructors with over 21 years of financial analyst training experience.

Students must complete all core and elective courses (17 in total) and demonstrate mastery of the topics through successful completion of course materials, quizzes, and assessments.
Within 48 hours of program completion, your Blockchain Verified (BIDA)™ Certification will be emailed to you.

Frequently asked questions

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.
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Depending on your enrollment type, you will either have two years, yearly, or monthly access to your courses. 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?
CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, and by 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?
No! 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.
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All our online courses are priced in USD. We accept debit/credit cards (Visa, Mastercard, Amex), PayPal, and wire transfers for one-time course payments. If you wish to proceed with a wire transfer from your bank, please see instructions here.
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.
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 help delve even deeper into the course concepts, please look into our free career resources library.
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 which 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.
What is the price of the subscription?
All Access Subscription is priced for $497 per year as Self-Study plan or $897 per year as Full Immersion plan.
What is included in the subscription?
All Access Subscription includes all courses from Financial Modeling & Valuation Analyst (FMVA)® Certification, Commercial Banking & Credit Analyst (CBCA)™ Certification, Capital Markets & Securities Analyst (CMSA)® Certification, Business Intelligence & Data Analyst (BIDA)™ Certification, Commercial Real Estate Finance Specialization and Environmental, Social & Governance (ESG) Specialization.
More Questions?
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