126|TABLEAU – Visualizing Volume

BYU Student Author: @Donovon
Reviewers: @MitchFrei @Brett_Lowe @Alex_Garrett
Estimated Time to Solve: 15 Minutes

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Overview
You have just started an internship as a stockbroker at your dream company. The pressure is on to learn quickly and provide value so you can secure a full-time offer at the end of the summer. You’ve just finished orientation and your new manager has asked you to spend the rest of the day getting familiar with some of the tools you’ll be using over the next couple of months. She told you that she’d be impressed if you could create a chart in Tableau showing the companies with the highest total trading volume in 2016. She says you can format this chart however you’d like as long as it’s easy to understand. As one final note, your manager mentions that using packed bubbles might be appropriate for the dataset.

Make sure you take time to understand the format of the data before you attempt to create the chart. Read the instructions carefully and you’ll be sure to make an impression!

Instructions

  1. Download the data and load it into Tableau.
  2. Start by inserting the name and volume measures into the chart. Use the Show Me tool to find a chart type that you think is clear and helpful.
  3. Use the size, name, and color options to make it clear which companies had the highest volume.
  4. Add the date measure to the filter box and make sure that only the year 2016 is selected.
  5. Don’t forget to name your sheet!

Data Files

Solution

I had a great time getting more comfortable with Tableau through this challenge! I fiddled around with the colors and formats, settling on a treemap instead of the recommended packed bubbles format.
Because there were so many stocks, I filtered for only those which had traded more than 3 billion times, which made the data much easier to read.
Additionally, I created a CSV for stock tickers on the NYSE and NASDAQ and imported it to Tableau to allow the company names to be seen alongside the ticker and volume. I’ve attached that CSV below.

I really enjoyed this challenge, thanks Donovon!

TickerName.csv (254.5 KB)