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

Presentation

This cockpit shows the performance of your top Trade KPIs:

 

For each of them, you can see both the last 12 months evolution and the performance for the current select period.

Below the top KPIs, yan can see the performance breakdown by the level of detail of your choice.

 

 

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

 

Select Current Period

'Current Month' and 'Current Year' selectors allow you to easily select what is the period (month and year) you want to analyze.

 

Select Performance Scope

'Performance Scope' selector allows you to easily switch from one type of Performance Analysis to another.

Just pick-up what you want to analyze:

There are five types of Performance Analysis available:

  • Current Month vs Previous Month (e.g. if you selected Nov-2017 as being your current month, you will analyze Nov-2017 vs Nov-2016)
  • Current Month vs Same Month, Previous Year (e.g. if you selected Nov-2017 as being your current month, you will analyze Nov-2017 vs Oct-2017)
  • Current Month: Actual vs Target  (e.g. if you selected Nov-2017 as being your current month, you will analyze Actual Nov-2017 vs Target Nov-2017)
  • Year-to-Date: Current Year vs Previous Year (e.g. if you selected Nov-2017 as being your current month, you will analyze YTD Nov-2017 vs YTD Nov-2016)
  • Year-to-Date: Actual vs Target  (e.g. if you selected Nov-2017 as being your current month, you will analyze Actual YTD Nov-2017 vs Target YTD Nov-2017)

Note: 'Current Month: Actual vs Target' and 'Year-to-Date: Actual vs Target' are only available in the list if at least one of your KPIs is defined as having a related Target.

 

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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