Trading Dashboard (SQL & Tableau Project)

This is a Trading Dashboard developed in Tableau with the data gotten from SQL Server. It is a Case Study for the Business Intelligence & Data Analyst (BIDA) Professional Certification Program by the Corporate Finance Institute (CFI), Canada. It is a guided Tableau Project.

PROJECT REQUIREMENTS.

Required Tasks:

• Connect to the test database using the documents provided

• Use Tableau to create a proof-of-concept trading dashboard

• Show off the best features of Tableau

Required Visuals:

• Include a Candlestick Chart

• Include a Bollinger Band visual

• Include the other visuals requested by the team

DATA EXTRACTION TECHNIQUE.

Since Tableau Desktop Public doesn't support SQL Server connection to extract the data, the SQL queries were loaded directly into Excel using Power Query.

Entity Relational Diagram

SQL Code - intraday stock prices

--Trading dashboard - Tableau Case Study - query for intraday stock prices

SELECT

--Fact Intraday table

    fid.FactID,
    fid.[DateTime],
    fid.LastBid,
    fid.High,
    fid.Low,
    fid.[Open],
    fid.Volume AS Volume,
    fid.MarketCap,
    fid.Beta,

--Dimensional Security Table

    ds.Company,
    ds.Symbol,

--Dimensional Exchange Table

    dex.Symbol AS Exchange

FROM FactAttributes_Intraday AS fid

    JOIN dimSecurity AS ds

        ON fid.SecurityID = ds.ID

    JOIN dimExchange AS dex

        ON ds.ExchangeID = dex.ID

SQL Code - historic stock prices

-- Creating a view after query database with stock prices - Tableau case study create view

CREATE VIEW vHistoricalPricesReporting
AS

--This query returns all historic stock prices contained in the database

SELECT

--Fact Daily Prices table

    fpd.FactID AS FactID,
    fpd.[Date] AS [Date],
    fpd.[Open] AS [Open],
    fpd.High AS High,
    fpd.Low AS Low,
    fpd.[Close] AS [Close],
    fpd.AdjClose AS AdjClose,
    fpd.Volume AS Volume,

--Dimensional Security Table

    ds.Company AS Company,
    ds.Symbol AS Symbol,
    ds.Industry AS Industry,
    ds.IndexWeighting AS IndexWeighting,

--Dimensional Exchange Table

    dex.Symbol AS Exchange


FROM FactPrices_Daily AS fpd
    INNER JOIN dimSecurity AS ds
        ON fpd.SecurityID = ds.ID
    INNER JOIN dimExchange AS dex
        ON ds.ExchangeID = dex.ID

GO

The data was then imported into Tableau by creating a connection with the Excel file containing the loaded data.

PROJECT OUTCOME.

The final product includes:

• Candlestick Chart

• Dynamic Bollinger Bands

• Volume Chart

• Previous Volume High

• Relative Growth Chart

• Total Growth Table Slicer

• Dynamic View

• Period Selection

• Ticker Selection

In addition, it includes:

• Pop-up Containers for Industry & Ticker Treemap

• Pop-up Containers including Ticker Response News Feed

• Parameter Actions To use the heat table as a slicer for the rest of the dashboard