dashboard template for tableau on Finance (Bank, Wealth, FO...) Trading Trading cockpit

Required Attributes

To get your Trading dashboard, you need to provide a Tableau workbook file with (at least) the following 5 attributes (the name of your attributes can differ):

  • date
    Date Trade date (Date used for time-series analysis)
  • string
    Trader Name of the Trader
  • string
    Client Name of the Client
  • string
    Sector Area of the economy such as technology, healthcare, energy.
  • string
    Trade Type Type of Trades
  • numeric
    Nb of Transactions Nb of the trade transactions
  • numeric
    Trade Amount Amount of the trade
  • numeric
    Commission Rate Commission Rate
  • numeric
    Trade Revenue Amount of the revenue = Trade amount * Commission

KPIs

Your Trading dashboard will contain 8 KPIs

Dashboard Pages & Data Visualizations

Your Trading dashboard will contain 9 pages

Home

Trading Home

Trading Home
Trading HomeTrading Home
Get a Home Page for your Trading dashboard

Cockpit

Cockpit Trading

Cockpit Trading
Cockpit TradingCockpit Trading
Get instant overview: Trade Volume, Revenue and Clients

Trading Breakdown

Trading Breakdown
Trading BreakdownTrading Breakdown
Instant overview: Trade Volume, Total Revenue, Number of Clients, Trade Volume per Client

Trading Analytics

Trading - Potential New Revenue

Trading - Potential New Revenue
Trading - Potential New RevenueTrading - Potential New Revenue
Provides a what if analysis on your revenues depending on the commission rate that would be applied for the current revenues without commission

Trading - Trade Volume by Sector

Trading - Trade Volume by Sector
Trading - Trade Volume by SectorTrading - Trade Volume by Sector
Provides a trend analysis on your trade volume by Sector

Trading - Trade Volume by Trade Type

Trading - Trade Volume by Trade Type
Trading - Trade Volume by Trade TypeTrading - Trade Volume by Trade Type
Provides a trend analysis on your trade volume by Trade Type

Trading - Trader Activity

Trading - Trader Activity
Trading - Trader ActivityTrading - Trader Activity
What are my top Traders by Total Revenue and Number of Trades ?

Behavioral Analytics

Trading Adhoc Analysis

Trading Adhoc Analysis
Trading Adhoc AnalysisTrading Adhoc Analysis
Perform simple ad-hoc analysis on your Trading data set: analyze any of your KPIs across any dimension (trends, distribution and pareto analysis)

Trading KPI Performance

Trading KPI Performance
Trading KPI PerformanceTrading KPI Performance
Visualize the overall performance of any of your Trading KPIs: what is the performance, how does this performance evolve, who contributes to this performance

Creating your TRADING dashboard Step-by-Step

You want to get a clear understanding on your Trading results? You want to build a Tableau dashboard to better understand your Trading data?

Using LinPack-for-Tableau.com, you can generate an eye-catching, fit-for-purpose Tableau Dashboard on your Trading data in less than 5 minutes!

1st STEP: Create the initial Tableau workbook file

Create a Tableau workbook in which you map your Trading data (whether it comes from: ERP, database, Excel, CSV file...)

You must retrieve at least the following attributes (it is ok if the names don't match, and it is better to add additional attributes to analyze):

  • date
    Date Trade date (Date used for time-series analysis)
  • string
    Trader Name of the Trader
  • string
    Client Name of the Client
  • string
    Sector Area of the economy such as technology, healthcare, energy.
  • string
    Trade Type Type of Trades
  • numeric
    Nb of Transactions Nb of the trade transactions
  • numeric
    Trade Amount Amount of the trade
  • numeric
    Commission Rate Commission Rate
  • numeric
    Trade Revenue Amount of the revenue = Trade amount * Commission

2nd STEP: Upload your Tableau workbook file

On LinPack-for-Tableau.com, select 'create dashboard from template: Trading' and upload your Tableau workbook (note: your data is NOT uploaded).

3rd STEP: Map your attributes

Map the attributes of your workbook on the attributes of the template.

Finally, click 'Confirm & Download'... and your Trading dashboard is already downloading :-)

Open the Tableau workbook file you received, it will automatically reconnect to your data sources.

Your Trading dashboard is now ready to be used or customized!


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