Learn Tableau by Working on Exciting Dashboards - Contribution of Each Stock (Waterfall Chart)

This tutorial guides users through creating and formatting a waterfall chart in Tableau using an investment portfolio data set. It covers importing data, setting up the chart, applying calculations, and customizing the appearance with colors and formatting options. The tutorial emphasizes understanding the steps to visualize net value changes in an investment portfolio effectively.

What is the purpose of exporting the dummy portfolio to an Excel file?

• To create a backup of the data

• To use it for creating a dashboard

• To share it with other users

• To analyze it in a different software

What is the main use of a waterfall chart in the context of the investment portfolio?

• To show the distribution of investments

• To display stock prices over time

• To compare different portfolios

• To illustrate the computation of net value

Which dimension is used on the columns to create the waterfall chart?

• Invested price

• Volume quantity

• Stock

• Overall gain

What calculation is applied to the overall gain to create the waterfall chart?

• Moving average

• Percentage of total

• Difference

• Running total

How is the currency format set for the overall gain in the waterfall chart?

• English United States

• French France

• English India

• Spanish Spain

What color is used to represent negative values in the waterfall chart?

• Green

• Blue

• Red

• Yellow

What is the final step in formatting the waterfall chart?

• Changing the font size

• Removing grid lines

• Adding a title

• Setting the background color