Build Tableau Dashboard

I need visualizations to be developed on Tableau. I have some example data (see excel) and three layers to the data (see PDF). The structure is an aggregate view for an Investment Manager who has two funds and multiple investments in each fund (portfolio companies):

- First view is all data aggregated (both funds combined)

- Second view is just looking at one fund (incl all the portfolio companies in that fund)

- Final view showing just the individual portfolio company.

Most of the visualizations will be the same through each level so it will just be adding filters. However, in the first and second views I want a map showing the location of each portfolio company with the ability to click each one and see the portfolio company's data. The same map should be showed at fund level but only showing the portfolio companies in that fund.

There will be 8 core visualizations for columns G-N on the summary tab. When viewing the individual portfolio companies (last 5 tabs in spreadsheet) we also need to show the list of items in that table which sum to the total shown in the summary tab (this just gives a detailed breakdown).

Please get in touch if you have done similar projects and give me an idea of time and cost to complete.

Færdigheder: Tableau, Excel, Analyse

Om klienten:
( 1 bedømmelse ) Crewe, United Kingdom

Projekt ID: #34784949

Tildelt til:


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