Designing Smart Financial Dashboards with AI & Tableau
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Workshop Details
Medium: Online
Date: 2025-11-11 to 2025-11-13 (3 days)
Time: 09:00 to 15:00 GMT+7
This 15-hour hands-on workshop empowers professionals in finance and investment sectors to transform real market data into intelligent, predictive visualizations. Using live datasets from Sectors financial data suite, participants will master Tableau's full visualization workflow while learning how to integrate Python-based AI models via TabPy
Syllabus
Introduction to Tableau for Financial Analysis
- Tableau Platform Overview
- Application Terminology
- Elements of a Visualization
Connecting to Live Financial Data Sources
- Creating a Live Data Connection
- Connecting Tableau to Sectors Financial API through Spreadsheet
- Understanding Physical and Logical Layers
Organizing Financial Data and Trends
- Sorting by Ticker, Sectors, and Index Weight
- Creating Hierarchies (Sector > Subsector > Ticker)
- Bar, Line and Scatter Plots for Financial Visualization
- Trend Lines, Reference Lines and Quick Insight
Temporal Financial Data and Subsets
- Comparing Index and Sector Movements over Time
- Shared and Dual Axis for Price vs Volume
- Sets for Financial Clustering
- In/Out Sets for Portfolio Inclusion
Calculations and Financial Metrics
- Basic Calculated Fields (e.g., YoY Growth, Volatility)
- Introduction to LOD for Financial Summaries
- Scope and Direction: YoY Change, Rolling Averages
- Quick Table Calculations for Financial Analysis
Intermediate Financial Visualizations
- Box-and-Whisker Plots for Sector Variability
- Pareto Charts for Top Gainers Analysis
- Using Maps to Visualize Regional Performance
- Creating What-If Scenarios with Parameter Controls
Integrating AI into Tableau
- Setting up TabPy for Python Integration
- Building Predictive Models with Python
- Python Machine Learning Models for Stock Returns Prediction
- Visualizing Predictions, Confidence Intervals, and Model Metrics
Your Instructor
Muhammad Dzaky Jayalaksono
Business Intelligence Instructor
Dzaky has a strong proficiency in the business analytics and business intelligence domain. He is highly regarded for his ability to orchestrate end-to-end business intelligence processes, and in his ability to help company leaders make the best out of their data assets.
What You Will Receive
- Certificate of Completion
- Workshop Materials
- Coffee and Meals
- Post-Workshop Support
- Access to Sectors Financial AI and 3,000 API Credits
Investment Cost
IDR 5.550.000
Our Curriculum is designed with care , ensuring you gain practical skills and knowledge immediately applicable to real-world data science scenarios.