dashboard page template for tableau on Finance (Bank, Wealth, FO...) Trading Trading Trading Adhoc Analysis data visualization dataviz

 

Presentation

This dashboard page allows ah-doc analysis on your Trading data set.

This page shows the performance of the KPI you selected, split by the dimension you selected.

It is composed of three main sections:

  • Trends Analysis
  • Distribution Analysis
  • Pareto Analysis

 

Trends Analysis

Visualize the evolution of you KPI across time.

 

Distribution Analysis

Visualize your KPI split by the dimension you selected.

 

Pareto Analysis

80/20 pareto analysis.

 

 

Select KPI

'Select KPI' selector allows you to easily switch from one KPI to another, so you can analyze your data from any point of view.

The list of available KPIs is defined during the configuration of your dashboard in LinPack.

In your Trading dashboard, you will be able to select the following KPIs:

 

Select Dimension

'Select Dimension' selector allows you to easily switch from one dimension (analytical axis) to another, so you can analyze your data from any point of view.

The list of available dimensions is defined during the configuration of your dashboard in LinPack.

In your Trading dashboard, you will be able to select the following dimensions:

  • DateTrade date
  • TraderName of the Trader
  • ClientName of the Client
  • SectorArea of the economy such as technology, healthcare, energy.
  • Trade TypeType of Trades

 

Filter on Date

This data visualization comes with a filter on the Date value. This feature enables you to focus on the period you are interested in.

You can filter dates at multiple levels: Day, Week, Month, Quarter or Year.

 

Filter your data

This data visualization comes with four top filters:

In your Trading dashboard, you will be able to filter on:

  • TraderName of the Trader
  • ClientName of the Client
  • SectorArea of the economy such as technology, healthcare, energy.
  • Trade TypeType of Trades

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