Analyze Financial Markets with Tableau Dashboards

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Analyze Financial Markets with Tableau Dashboards

This course is part of Apply Advanced Tableau Analytics to Real-World Data Specialization

Instructor: EDUCBA

Included with

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2 modules

Gain insight into a topic and learn the fundamentals.

Beginner level

Recommended experience

6 hours to complete

Flexible schedule

Learn at your own pace

2 modules

Gain insight into a topic and learn the fundamentals.

Beginner level

Recommended experience

6 hours to complete

Flexible schedule

Learn at your own pace

What you'll learn

Analyze financial market data to evaluate price, index movements, and statistical measures.
Design interactive Tableau dashboards that reveal market behavior and volatility insights.
Communicate financial analysis through professional Tableau stories and stakeholder-ready visuals.

Skills you'll gain

Tools you'll learn

Dashboard

Details to know

Shareable certificate

Add to your LinkedIn profile

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Build your subject-matter expertise

This course is part of the Apply Advanced Tableau Analytics to Real-World Data Specialization

When you enroll in this course, you'll also be enrolled in this Specialization.

Learn new concepts from industry experts
Gain a foundational understanding of a subject or tool
Develop job-relevant skills with hands-on projects
Earn a shareable career certificate

There are 2 modules in this course

By the end of this course, learners will be able to analyze financial market data, evaluate price and index movements, design interactive dashboards, and communicate insights through professional Tableau stories.

This hands-on course guides learners through a complete, real-world Tableau project focused on financial markets. Starting with NAV price analysis, learners progressively build worksheets, dashboards, and stories that reveal market behavior, volatility, and statistical comparisons such as medians. The course emphasizes not just what to build in Tableau, but why each analytical and design decision matters in a financial context. Learners benefit by developing practical, job-ready Tableau skills that mirror real analyst workflows—combining data analysis, interactivity, and storytelling. Unlike tool-focused tutorials, this course integrates analytics, narrative structure, and professional design best practices into a single cohesive project. The structured, project-driven approach ensures learners can confidently translate raw financial data into insights that support decision-making. Ideal for intermediate Tableau users, this course helps bridge the gap between creating charts and delivering polished, insight-driven dashboards and stories suitable for stakeholders, interviews, and professional portfolios.

This module introduces learners to an end-to-end Tableau financial markets project by building core worksheets, analyzing NAV prices, understanding index and price movements, and designing interactive dashboards that form the analytical foundation for financial storytelling.

What's included

8 videos4 assignments

8 videos Total 68 minutes

Introduction to Project 9 minutes
Creation of NAV Price Worksheet 11 minutes
Creation of Dashboard 8 minutes
Index and Price Movement 7 minutes
Addition of Filters to Worksheets 10 minutes
Creation of Price Volatility Dashboard and Project Tasks 8 minutes
Create Median Worksheet 10 minutes
Overview & Setup 6 minutes

4 assignments Total 60 minutes

Project Kickoff & Financial Metrics Setup 10 minutes
Understanding Market Movements 10 minutes
Statistical Insights for Market Analysis 10 minutes
Graded - Building the Foundation – From Data to Dashboards 30 minutes

This module focuses on transforming financial analysis into impactful insights by enhancing Tableau stories with analytics, refining project tasks, and applying professional design best practices to create polished dashboards and compelling data stories for diverse audiences.

What's included

7 videos4 assignments

7 videos Total 60 minutes

Refinement & Insights 8 minutes
Add Analytics on Median Comparison Worksheet 12 minutes
Tasks Update – Review and Adjustments 7 minutes
Tasks Update – Final Validation 7 minutes
Best practices for Creating Professional Worksheets 11 minutes
Creating Professional Dashboards 9 minutes
Creating Professional Dashboards and Stories 5 minutes

4 assignments Total 60 minutes

Data Storytelling with Financial Markets 10 minutes
Project Refinement & Task Execution 10 minutes
Designing Impactful Dashboards & Stories 10 minutes
Graded - Storytelling, Analytics & Professional Design 30 minutes

Earn a career certificate

Add this credential to your LinkedIn profile, resume, or CV. Share it on social media and in your performance review.

Instructor

EDUCBA

1,050 Courses 252,287 learners

Offered by

EDUCBA

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Frequently asked questions

To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.

When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.

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