Hands-On Tableau Projects - Build 3 Dashboards from Scratch

Name: Hands-On Tableau Projects - Build 3 Dashboards from Scratch
Rating: 4.5 (411 reviews)

Create and Design 3 Automated Tableau Dashboards: Two Stock Performance and One Cryptocurrency Tracker

Created byGraeme Gordon

Last updated 1/2025

English

English [Auto],

What you'll learn

Create our own Stock and Cryptocurrency Price Trackers and Portfolio Performance Dashboards
Learn how Tableau is used to create an automated live dashboard which is published online
Understand best practices when visualizing data
Import live data from Google Sheets and set it up to refresh automatically

Course content

4 sections • 41 lectures • 4h 56m total length

Introduction1:14
Build a stocks performance dashboard in Tableau Public by importing data, enabling auto-refresh, formatting charts, and publishing the dashboard, using calculated fields, sets, tooltips, and parameters.

Getting our Stocks Data11:31
Please note - if you use the same stocks as me, BBBY has changed their stock ticker to BBBYQ
Download Tableau1:37
Connecting Tableau to our Data2:47
Connect Tableau to Google Drive data, create a relationship between stock data for Tableau and stock portfolio by matching stock to stock name, then save to Tableau Public.
Tableau Overview6:00
Changing Default Properties and Data Types3:08
Area Charts and If Else statements9:10
Build an area chart dashboard segment that cleans stock names with an if-else calculated field, creates a custom date, excludes nulls, sets independent axes per stock, and color-codes each stock.
Profit and Loss Calculated Fields10:05
Create profit and loss calculations in Tableau by building calculated fields for the last closing price, current value, and purchase cost based P&L, then format and display per stock.
Portfolio Performance Line Chart3:34
Visualizing data - Bubble Chart4:40
Create a bubble chart in Tableau by stock name, daily percent change, and day, using packed bubbles, a red-green calculation to show positive versus negative days, and borders and labels.
Visualizing data - Volatility Chart5:12
Visualizing data - Lollipop Chart6:22
Create Overview Cards9:07
Paramaters9:43
Building our Dashboard10:04
Formatting our Dashboard - Part One13:08
Formatting our Dashboard - Part Two8:48
Publish Dashboard Online6:04
Publish your dashboard online to Tableau Public after final layout tweaks, parameter tests, and saving, ensuring data stays in sync and the visuals are polished.
Alternative Dashboard View (Optional)6:54
Explore an alternative dashboard view by converting the portfolio performance into a dual-axis area chart and synchronizing axes, with enhanced visuals, kpis, and refined styling for clearer insights.

Getting Data for Gradient Background4:44
Create Gradient Background8:15
Create Custom Color Palettes8:41
Stock Price Line Chart4:48
Create a stock price line chart with an exponential trend line, tooltips, and customized axis and formatting, using day and closing price alongside a stock name parameter.
Volatility Chart2:23
Create our Performance Cards8:10
Put Dashboard Together7:41
Format and Publish our Dashboard12:45

Important Update on Data Source for this Section0:13
Get our Cryptocurrency Data and Set up Google Apps Script to Automate Refresh13:01
Set up Google Sheets to import 30-day cryptocurrency data from Investing.com with import HTML and automate refresh via Google Apps Script every five minutes for Tableau-ready prices and holdings.
Connect Tableau to our data source1:40
Create our Candlestick Chart6:37
Performance Cards4:50
Set up a Conditional Statement8:39
Import Icons to Tableau5:37
Build our First Cryptocurrency Dashboard6:08
Formatting our First Cryptocurrency Dashboard14:50
Format a cryptocurrency dashboard in Tableau by setting a navy background, applying consistent fonts, converting numbers to currency with two decimals, color-coding coins, and refining layout with borders and containers.
Create our Portfolio Line Chart and Performance Cards4:48
Create a Donut Chart4:20
Build our Second Cryptocurrency Dashboard13:53
Formatting our Dashboards16:40
Finish formatting dashboards by applying currency formatting on the axis, removing grid lines, and adding a one-day percent change with green-red colors, plus navigation icons for price tracker and portfolio.
Final Touches and Publish our Cryptocurrency Dashboard9:02
Apply final formatting, alignments, and filters to the cryptocurrency dashboard, duplicate sheets to create a portfolio view, and publish the finished dashboard to Tableau Public.

Requirements

No experience is required. We will download and import data and build our dashboards from scratch

Description

Welcome to the world of data visualization with Tableau! In this hands-on course, you will learn how to create your own interactive and dynamic stock and cryptocurrency dashboards using Tableau, a leading data visualization tool.

If you are interested in becoming a data analyst, or working with Tableau to visualize data, this course is a great place to understand everything from connecting to your dataset to finishing and publishing your visual dashboard.

Starting with the basics, you will learn how to connect to various data sources, import and clean data, and create visualizations using Tableau's drag-and-drop interface. You will then dive into advanced techniques such as creating calculated fields, using parameters, and creating interactive filters to dynamically monitor stock and cryptocurrency data.

We will cover:

Data Visualization using Tableau public - We will create a Donut Chart, Line Chart, Area Charts, Lollipop Chart, Bubble Chart and many more.

Calculated Fields - Create a new field using the data you have by creating a calculation.

Parameters - Workbook variables we will create to allow us to filter the data based on specified conditions.

Connect to Data Source - Connecting to Google Sheets as our data source and setting them up to automatically refresh using Google Apps Script.

Conditional Statement - We'll create conditional statements using the IF/ELSE function.

Tiled and Floating Dashboard Design - We will create both tiled and floating dashboards so you can see the difference.

Sets - Use a set to create top 3 stocks by holdings.

Tooltips - Display extra information when user hovers over a element.

Upload custom icons and insert navigation links - We will use the icons as filters.

Trend Lines - Make it easier to spot trends in our line charts

and much more!

Join now and unlock the power of Tableau to create dynamic and visually stunning stock and cryptocurrency dashboards that will elevate your data-driven decision making to the next level! Enroll in this course today and embark on your journey to becoming a data visualization pro with Tableau.

Please note: For these Dashboards I am not advising you to buy any of the stocks shown in it. It is for educational purposes only.

Who this course is for:

Anyone who wants to learn Tableau from scratch and create live automated dashboards which can be used to see your own Stock and/or Cryptocurrency portfolio
Anyone interested in becoming a data analyst.

Hands-On Tableau Projects - Build 3 Dashboards from Scratch

What you'll learn

Explore related topics

Course content

Introduction1 lecture • 1min

Create our Stock Portfolio Performance Dashboard18 lectures • 2hr 8min

Create our Stock Price Tracking Dashboard8 lectures • 57min

Build and Design our Cryptocurrency Dashboards14 lectures • 1hr 50min

Requirements

Description

Who this course is for: