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Tableau Dashboard (UK Bank Data)

how to create finance dashboard in tableau ?

UK Bank Dashboard on Tableau


What is Tableau ?

Tableau is a visual analytics platform transforming the way we use data to solve problems – empowering people and organisations to make the most of their data.

Tableau Desktop, Dashboard



A dashboard is a collection of several views, letting you compare a variety of data simultaneously. For example, if you have a set of views that you review every day, you can create a dashboard that displays all the views at once, rather than navigate to separate worksheets.


Like worksheets, you access dashboards from tabs at the bottom of a workbook. Data in sheets and dashboards is connected; when you modify a sheet, any dashboards containing it change, and vice versa. Both sheets and dashboards update with the latest available data from the data source. 





In this video, I have created a UK bank dashboard on sample data from google. This dashboard is used to display overviews of large data tracks. The elements like tables, charts, and maps to show the overviews. This dashboards ease the decision-making process by showing the vital parts of the data in the same window.
features: 
  • Maps connected with data.
  • Filters to select categories and filter the visual data.
  • Distribution by age and average balance ( bar graph and line graph)
  • Dynamically connected data and charts that can change as per the options selected.
  • Auto generate reports in pdf and ppt format.






Who am I ?

I'am an outcome focused executive with an experience of 5 years in several projects related to Data analysis, quality assurance, team management, investigations, complaints handling, operations, retail banking, and development banking. I'm currently manages the Middle Office operations in Punjab National Bank International Ltd (PNBIL). I also have more than 4 years of retail banking experience with PNBIL and Federal Bank Ltd, with in-depth knowledge on Data Analysis, Complaints handling, AML policy, comprehensive branch operations. I have worked across majorly two geographies – the UK, India. I am a self-starter, adept at quickly negotiating the learning curves any new responsibility warrants. I am a visualizer and imaginator and can change data into a valuable information. 





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