Welcome [tc18.tableau.com] · Icon set These icons are provided so you can use them to for diagrams...

Welcome

TradingScreen: Show Real Time Trading Data Faster and Smarter

Jiayi Zhang

Business Intelligence Developer

TradingScreen

# T C 1 8

2,500,000,000,000,000,000

Agenda

▪ Introduction

▪ TradingScreen’s Tableau Journey

▪ Applied Techniques & Live Demo

▪ Sample Use Cases

▪ Key Takeaways

▪ Q & A

About me

Jiayi ZhangBusiness Intelligence Developer

[email protected]

My Tableau Timeline

• August 2015

• October 2016

• October 2018

About me

About TradingScreen (TS)

▪ Electronic Trading Solutions

▪ Broker-Neutral System

▪ Buy-Side and Sell-Side

Flagship Product:

▪ TradeSmart® OEMS

TradeSmart® OEMS

Spreadsheet: Pros

Good for Large Size of DataEasy to Run

Easy to Send

Data VelocityData Volume

For Clients

For Developers

Include All Details Ask for High Frequency Schedule

Easily Lost

Hard to Visualize Data Insights

Extra Work to Maintain

No Real Time

Spreadsheet: Cons

Not for Extremely Large Data Volume

More Efforts and Man Hour

Duplicate Work

Data VelocityData Volume

For Clients

For Developers

New expectations lead to Tableau

▪ Easy to Read Charts

▪ All in One Dashboard

▪ Streaming Data Access

Business Intelligence at TS

TradeSmart® OEMS

Primary data source

Vendor market data BI Tool in Reporting TeamThe origin of all clients’ data

Solution

Challenge

Data Volume Data Velocity

Data HandlingDashboard

DesignScalability

Data Handling

• Snapshot of data

• Load into memory

Orders

Executions

Market Information

Tableau Data Sources Our Data Sources

Data Extract

Live Connection• Real Time Update

• Rely on Database

Dashboard Design

▪ Follow Data Hierarchy

▪ Design from best user experience

▪ Optimize Performance

Dashboard Design: Data Hierarchy* Tableau Sample Dashboard

High

Mid

Low

Ship Status

Order Date

Product

Order

Execution

MarketInformation

Dashboard Design


▪ Design from Best User Experience


Ideal User Experience

All Orders

Relevant Executions

Relevant Market Information

Landing Page

User Interaction: Clicking on an order

User Interaction: Clicking on an execution

How to Design the Dashboard


▪ Design from best user experience


Optimize Performance

Failed Attempt #1

Data Blending

Why didn’t it work?

▪ Heavy traffic to database

▪ Slow performance

Ideas from Failed Attempt #1

Custom SQL Parameter

Reasons

• Improve performance

• Reduce traffic to database

• Limit the size of data

Failed Attempt #2


▪ Static list of parameters

▪ Not user friendly

Ideas from failed attempt #2

URL Action

Reasons

▪ Pass parameters automatically

▪ Pass Multiple values simultaneously

▪ Action triggered: Hover, Select and Menu Actions

Failed Attempt #3


▪ Open in browser as a new tab

▪ Bad user experience

Ideas from Failed Attempt #3

Web Page Object

Reasons

▪ Avoids opening hundreds of tabs in browser

▪ No jumping from dashboard to browser

▪ Better visualization experience

Our Solution

Parameters in Custom SQL Query

Linkage between Source and Target Dashboards

OrdUUId

Create a Parameter with the same data type:

OrdUUIdParam

Our Solution

URL Action

Original URL:

https:// TableauServer/#/views/dashboard/view

Add One Parameter:

?OrdUUIdParam=<OrderId>

Remove toolbars:

&:embed=true&:toolbar=no

E.g. https:// TableauServer/#/views/dashboard/view?OrdUUIdparam=<OrdUUId>&:embed=true&:toolbar=no

Our Solution

Web Page Object

Empty object

• Shows a blank space

Live Demo

Extend Embedded Technique

▪ Embed a web page inside an embedded web page

▪ Pass multiple parameters in each view

▪ Use different data sources

A General Use Case Example:

▪ A delivery order from a Cajun Crawfish Restaurant▪ Order Time: 6pm @ 10/22/2018

▪ Order Details:▪ 3lb Crawfish

▪ 2lb Snow crab legs

▪ 1lb Sausage

▪ 2 Sweet Corns

▪ Food processing Tracking:▪ Wash Crawfish

▪ Boil Crawfish

▪ Seasoning

▪ Cook

▪ …

▪ Ready

▪ Delivery Tracking:▪ Left restaurant at 6:25:00 pm

▪ Location at 6:25:12 pm

▪ Location at 6:29:30 pm

▪ …

▪ Delivered at 6:35:01 pm

Takeaways

▪Don’t panic at big data

▪ Think deeper about your data

▪ Think creatively about your visualization

▪ Try out our techniques!

Thank you!

#TC18

Please complete the

session survey from the

Session Details screen

in your TC18 app

Sample Code

var pd = require('pretty-data').pd;

var xml_pp = pd.xml(data);

var xml_min = pd.xmlmin(data [,true]);

var json_pp = pd.json(data);

var json_min = pd.jsonmin(data);

var css_pp = pd.css(data);

var css_min = pd.cssmin(data [, true]);

var sql_pp = pd.sql(data);

var sql_min = pd.sqlmin(data);

Speaker Introduction

Main topic 1:Subtopic copy goes hereSubtopic copy goes here

Main topic 2:Subtopic copy goes here

Subtopic copy goes here



Sample Code

var pd = require('pretty-data').pd;

var xml_pp = pd.xml(data);

var xml_min = pd.xmlmin(data [,true]);

var json_pp = pd.json(data);

var json_min = pd.jsonmin(data);

var css_pp = pd.css(data);

var css_min = pd.cssmin(data [, true]);

var sql_pp = pd.sql(data);

var sql_min = pd.sqlmin(data);

Click to add quote

Name

Title, Org

Please complete the

session survey from the

Session Details screen

in your TC18 app

Viz Slide

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Proinporttitor leo tortor, sedullamcorper ipsum suscipit in.

Curabitur fermentum lacinialectus non laoreet. Sed volutpat, dui eu rutrum volutpat, nulla mi accumsan dui, non venenatismauris augue nec lectus.

Viz Slide 2

Template

Apply the template to an existing PowerPoint presentation (that uses a different template)

1. Save this template to your Desktop.

2. Open an existing PowerPoint you wish to update.

3. Click Design, then scroll down and select "Browse for Themes."

4. Browse to the TC17 template file (.potx) you saved to your Desktop and click Open.

5. The template should update the design and font.

#AFCC35#00AEC7 #1B1852F48721#A72D92

Text/

Background

Light 2

Text/

Background

Light 1

Accent colorsText & slide background colors

Type and background combinations must meet a minimum 4.5:1 contrast

ratio or greater for accessibility and large format screen legibility.

Examples above demonstrate correct color use for

on-screen applications.

Theme Colors

Typography

Fonts

• This template has been formatted with Arial (bold) and Arial which are standard fonts set in the Slide Master to avoid compatibility issues.

Slide Titles and Headers• Slide Title and Header text should be set in Arial (bold) have each word capitalized

• Main topics and Headers should be set at 32pt when possible, use colored text for visual differentiation/focus.

Body Copy• Body copy should be set to Arial 24pt when possible.

• Try to limit each slide to a maximum of 3 font sizes.

Type Tips• Create visual differentiation/focus by using scale and color versus using bullets.

Grid/Guidelines

To view the grid and guidelines, check the Guides box in the Show section under the view tab.

To further aid in alignment of objects,click the expand iconin the bottom-rightcorner of the Showsection and check‘Display smart guideswhen shapes are aligned.’

Icon set

These icons are provided so you can use them to for diagrams showing architecture, workflow, etc.

Icon colors can be modified by right-clicking item and selecting theme color.

Access Big Data Any Data

Anywhere

Any Platforms Best Practices Calculations

Library

Collaborate Community Dashboard Data Blending Deep Statistics

Embedded

Analytics

Folder Location Mobile People Search Security Server AdminSettings

Tableau Desktop Tableau PublicTableau Server Tableau Online

Data Sources

Tableau Prep

Tables

To modify table, first click anywhere in table,

so the Table Tools menu is highlighted at top

Layout > Shrink or expand column widths by adjusting

the Cell Size, or set them to same size with Distribute

To modify the table layout, click Table Tools > Layout

To modify the table style, click Table Tools > Design

Layout > Use Alignment settings to adjust text

alignment and cell margins

Layout > To add rows, click into cell and choose,

Insert Above or Insert Below

Layout > To add columns, click into cell and choose

Insert Left or Insert Right

Tip: To quickly add a row, place cursor in this last cell

and hit Tab key

Sample Table (Option A)

Header 3 Header 4

Content Content Content Content Content






Welcome [tc18.tableau.com] · Icon set These icons are provided so you can use them to for diagrams...

Documents

Transcript of Welcome [tc18.tableau.com] · Icon set These icons are provided so you can use them to for diagrams...