Tableau 2020.2 was a substantial release with new features like Relationships, Metrics, and Set Controls. Personally, until I am presented the opportunity to apply my skills and use these features, it never fully sets in. The below video and corresponding dashboard are just that, a workshop to help learn the new features while also building something useful in the process!
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Analyzing Google Finance with Google Sheets
In the following workshop, you'll be presented with a tutorial geared toward building a 'Market Watch' dashboard with Tableau 2020.2. You will also learn things like:
- How to build an automated data pipeline
- How to use Google Finance API
- How to build a live data stream with Google Finance API and Google Sheets
- How to live connect to Google Sheets
- Tableau 2020.2 features (Relationships, Metrics, Set Controls)
- Tableau dashboarding tips and tricks
If you successfully complete this tutorial, you will produce something that resembles:
Leverage this tutorial to build your own Market Watch dashboard with companies that you care about and embed it into a web page like above!
Build the Tableau Visualization!
- PPT presentation: https://drive.google.com/file/d/1T7BWCkQV2zsyng2OWn-Yy04iRfhkoY6B/view?usp=sharing
- Google Finance Data: https://docs.google.com/spreadsheets/d/1hcso8qRQ7JWBcLBPPIosu1Y9iqqfF8HhrsrmogW2iug/edit?usp=sharing
- Dashboard on Tableau Public: https://public.tableau.com/profile/greg.rossi#!/vizhome/ExampleWorkbook-MarketWatch/MarketWatch
What is Google Finance and Google Finance API?
Part of the Google family of websites, Google Finance debuted in 2006. It competes with many other financial websites, including Yahoo! Finance and MSN Money. In a nutshell, Google Finance helps individuals monitor their financial portfolios, provides up to date news, and provides information related to Wall Street.
The Google Finance API allows you to leverage historical securities data from Google Finance so that you can build customized analysis. The Google Finance API exposes a variety of endpoints ranging from public company names/tickers to daily share prices, market capitalization, highs, lows, trading volume, and more!
How to use Google Sheets with Google Finance?
To fetch Google Fiance Data from the exposed API endpoints and keep the data fresh, you will likely want to leverage Google Sheets. Google Sheets allow you to make direct calls to Google Finance and build a data table from a variety of attributes.
The standard syntax for fetching data will look something like:
GOOGLEFINANCE("NASDAQ:GOOG", "price", DATE(2014,1,1), DATE(2014,12,31), "DAILY")
Google does a nice job of explaining the syntax and attributes in this document. By following the above tutorial, you will be provided with some pre-built tables/examples and how to leverage the Google Finance API.
Live Connect to Google Sheets with Tableau
After you have built your finance data table, you can then use Tableau to live connect to the Google Sheets and begin your visual analysis. The live connection will maintain a relative level of freshness and also allow you to publish the dashboard to your Tableau Server or Tableau Public.
What's Next? Embedded Analytics
Although it was not included in this tutorial, the next practical step after the dashboard has been published would be embedding it into another application or your own application! If you are up to you, check out our tutorial on how to embed a dashboard into a web page!
Need help with Data Strategy, Data Pipeline, Tableau Analytics, and/or Embedded Analytics? Zuar can help!