Hands-On Tableau Projects - Build 3 Dashboards from Scratch

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.

Explore the Tableau workflow: connect and join data on the data source page, create charts in sheets, assemble dashboards with containers, customize formatting, and save to Tableau Public for sharing.

Modify default properties and data types in your dashboard: set currency and percentage formats, decimals, and chart types to build and test visuals like daily percent change and closing price.

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.

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.

Build a portfolio line chart by calculating daily value as closing price times units, create a daily value field, and refine axis, currency formatting, and grid lines.

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.

Create a dual-axis lollipop chart in Tableau to display the top three stocks by sum of current value, using a top set, synchronized axes, and color-coded bars and circles.

Create overview cards in Tableau: portfolio value, profit and loss, and profit loss percent, using calculated fields and text titles. Format for readability with two decimals and red/green cues.

Learn to create a period parameter in Tableau, define values from last four weeks to all, and build calculated fields to filter by days, weeks, or months across worksheets.

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.

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.

Build a stock tracker dashboard with a gradient background that changes by stock. Import color data from Google Sheets, join stock names to colors, and create a 1=1 inner join.

Create and customize a gradient background in Tableau by building a path bin, computing an index, applying a window max, and mapping colors with a parameter-driven stock palette.

Create a custom color palette in Tableau by editing the my Tableau repository preferences, inserting a six-color hex sequence, naming the palette, and applying it to charts and dashboards.

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.

Create a volatility chart in Tableau by plotting daily percent change by day, applying a stock filter to all sheets, and enriching with tooltips and a dynamic stock name.

Format and publish the dashboard in tableau public, adjust colors and fonts, hide axis titles, apply plus/minus formatting for performance, and align floating charts for a polished stock dashboard.

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 a data source from Google Drive, import crypto prices and portfolio data, join on coin name, and prepare for chart creation.

Develop and format Tableau performance cards by building calculations for latest price, current value, and overall profit and loss, including the if statement, aggregates, and currency formatting.

Build a cryptocurrency dashboard in Tableau with a candlestick chart, logo filters, and cards for price and profit/loss. Create a subtitle based on the selected coin and apply filtered values.

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 a portfolio line chart by calculating daily value (units times price) and plot it by day, then build two performance cards for current value and overall profit and loss.

Create a donut chart in Tableau by building two pie charts with a dummy axis and dual axis, then configure labels and colors to visualize current values by coin.

Duplicate and customize a cryptocurrency dashboard, replacing charts and containers to build a consolidated portfolio view with a line chart, a donut chart, and a 30-day portfolio change calculation.

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.

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.