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  • Chantilly Jaggernauth

Viz Design Secrets: Creating and Embedding the Investment Suite Dashboard

A few weeks ago, I created an Investment Suite Dashboard at my company, Lovelytics, that incorporated two financial dashboards - Investment Performance and Investment Comparison. After publishing the dashboards to Tableau Server, I worked with our internal web development team to embed the dashboard within a custom portal for Finance users to view. The overall goal of this portal was to provide end users with a one-stop-shop for analysis, financial documentation and company contact information.

Check out the video below which highlights the functionality of the portal:

Today, Lovelytics and I hosted a webinar where I explained the construction of the dashboard as well as the embedding process. I specifically wanted to show users all of the secrets behind the dashboard and the tools needed to create their own custom portal.

Here's a preview of the tools needed:

Check out the recording of the webinar below:

Interact with the Dashboard

Click the image to view the dashboard on Tableau Public

Want More?

Interested in viewing additional business and modern dashboards? Follow us on Tableau Public.

Happy Vizzing!

Chantilly Jaggernauth


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