Tableau for Finance: Visualize Financial Data using Tableau

Learn to install Tableau desktop and sign up for Tableau Public to visualize financial data, including a 14-day free trial and basic visualization setup.

Explore the loan transaction, customer, and branch data in csv form, learn the long table structure Tableau accepts, and avoid unnecessary processing before visualization.

Connect Tableau to a csv text file, explore the data connection canvas, and manage metadata, field names, and data types while renaming columns and saving the workbook.

Compare live connections and data extracts in Tableau to decide between real-time visualizations and improved performance; live updates fetch data from the server, while extracts use local snapshots.

Combine data from loan transactions and branch data by joining on branch id to analyze region-wise loan disbursements, using joins, the new relationships approach, and unions in Tableau.

Explore how to establish relationships in Tableau by dropping tables onto the canvas and selecting matching keys, learn about cardinality and referential integrity, and optimize performance.

Learn how to create traditional joins in Tableau and how they differ from relationships when pairing loan transaction data with branch data to show region-wise loan transaction amounts.

Explore inner join, left join, right join, and full outer join in Tableau to combine sales and customer data by customer ID, noting where nulls appear.

Master union by merging loan transaction data.csv and bug loan transactions into a single table, using specific, wildcard, or physical layer conversion methods.

Visualize finance data by modeling physical and logical layers in Tableau, performing joins and unions to create a unified data model and establish relationships among loan, branch, and customer tables.

Explore the visualization screen in Tableau, where each sheet holds a single chart and you use the menu bar, toolbar, data tab, and analytics pane to manage dimensions and measures.

Explore the distinction between dimensions and measures in Tableau, learn how aggregation creates category-wise sums and averages, and see how a column can act as both depending on context.

Understand discrete and continuous variables in Tableau and how they affect axes and headers, then learn to switch between dimensions and measures to shape visuals.

Learn how Tableau classifies data as dimensions or measures, convert between them, and switch between discrete and continuous data types for accurate visualizations.

Explore creating and customizing bar charts in Tableau to compare region wise loan amounts, using dimensions and measures, sorting options, and renaming sheets and chart titles.

Explore line charts in Tableau to visualize trends over time in loan amounts, using application date on the x-axis and sum of loan amount on the y-axis, with date aggregations.

Learn to visualize relationships with a scatter plot by plotting two numerical variables—loan amount and interest rate—as individual points and then aggregate by state using the marks card.

Master the marks card in Tableau to format any chart, control color, size, labels, tooltips, and mark types from bars to lines and shapes.

Drag and drop dimensions and measures onto the marks card to create stacked bar charts, use color and size, and apply percent of total calculations for risk-level contributions.

Learn to compare trends by dropping dimensions and measures on the marks card in line charts, creating category lines and dual-line charts with primary and secondary axes.

Learn how adding dimensions and a third measure to a Tableau scatter plot's marks card expands points, and how color, shape, and size encode categories and values.

Explore how to present data in Tableau with text tables, heatmaps, and highlight tables, using rows, columns, and measures like loan amount and average interest rate.

Learn to create pie charts in Tableau, visualizing loan amounts by lead source, with proper labels and percent-of-total calculations for clear contribution insights.

Learn to create area charts in Tableau, compare them with line charts, and understand how area charts show cumulative values and time-based contributions by category.

Learn to create custom hierarchies in Tableau by dragging related dimensions, enabling drill-down from states to cities and beyond, with automatic date hierarchies as context.

Explore treemaps to visualize hierarchical data using rectangles whose size and color reflect loan amounts, shown by state and city, and adaptable to non-hierarchical categories like lead source.

Learn how to create dual combination charts in Tableau, using bars and lines on primary and secondary y axes, with labels and axis synchronization.

Create bins in Tableau to convert continuous numeric data into age groups or other categories, then analyze and visualize sums by those bins with charts.

Create histograms to visualize data distribution by binning a numeric measure and counting items in each bin, with adjustable bin size and options to convert between continuous and discrete.

Group similar subcategories in Tableau to form new categories like safe loans and risky loans, then visualize with the loan riskiness field.

Learn how to filter data in Tableau to show only relevant marks, using keep only and exclude, filtering by state categories, and configuring dimension, measure, and date filters.

Learn to configure dimension filters in Tableau, using general, wildcard, condition, and top tabs to filter by categories, patterns, or top N by sum of loan amount.

Choose a measure like loan amount, set its aggregation, and define a range or other options to show only states whose total loan amount falls within that range.

Learn to create and configure date-time filters in Tableau for finance data, including relative date and range filters, starting/ending dates, and null date handling.

Learn how Tableau filters work, including dimension and date time filters, and use show filter to empower viewers; apply context filters to multiple worksheets and gain performance benefits.

Learn the five filter types in Tableau—extract filters, data source filters, context filters, and filters on dimensions and measures—and the order of operation to shape results and improve performance.

Learn to add and customize visual filter cards in Tableau, including dimension, major, and measure filters, with edit, format, title, and apply-to-worksheets options.

Learn to sort chart data in Tableau, using alphabetic or numeric-based ascending and descending orders, via axis icons, field labels, pills, drag-and-drop, and nested or data-source sorts, and clearing sorts.

Explore the three essentials for a map chart in Tableau: background map, geographic data, and geocoding, then assign geographic role and use the built-in maps to plot.

Learn to customize map charts in Tableau with the marks card by dropping geographic data into details and using color, size, label, and tooltip to show loan amounts by state.

Explore the Tableau map menu, including background maps and themes, custom maps via Mapbox or WMS, geocoding, edit locations, layers, and pan, zoom, scale.

Explore how to visualize multiple data dimensions on a single map using layers in tableau, adding geographic layers, customizing marks cards, and controlling interaction, order, and visibility.

Explore map data with the visual toolbar in Tableau, using search, layer control, zoom, pan, and selection tools (rectangular and circular) to filter geographies and measure distances.

Plot data on a custom background image in Tableau by creating an X-Y grid, deriving coordinates, and linking a coordinates file to display points on a Google map.

Learn to create territories in Tableau maps by grouping states into three territories and using the territories field to color and aggregate loan amounts.

Learn how to plot geocoded points in Tableau when latitude and longitude are missing by blending data across two sources using a matching ID.

Create and use calculated fields in Tableau to transform data, such as currency conversion, date differences, and conditional categories. Then aggregate and visualize results to analyze and present insights.

Explore predefined Tableau functions across categories—number, date, text, logical, and aggregate—and learn to apply them with examples like case and if else, guided by documentation and course resources.

Explore how table calculations operate only on data currently plotted, respecting filters, and compute percentages, differences, and ranks with direction across or down.

Learn to create a two-dimensional table in Tableau and apply table calculations like difference from, percent of total, and rank across lead sources and loan types for loan amount.

Explore level of detail expressions in Tableau to control aggregation levels using fixed, include, and exclude, enabling per-student or per-institute calculations and subject-level analysis.

Learn how fixed, include, and exclude LOD expressions reveal cohort and customer-level insights in Tableau, enabling year-wise sums, first order year calculations, and region- or subcategory-level visualizations.

Explore the analytics pane in Tableau, adding constant lines, an average line, medians with quartiles, totals, trend lines, forecasts, clusters, and box plots to enhance bar and line charts.