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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
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
▪ Follow Data Hierarchy
▪ Design from Best User Experience
▪ Optimize Performance
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
▪ Follow Data Hierarchy
▪ Design from best user experience
▪ Optimize Performance
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
Why didn’t it work?
▪ 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
Why didn’t it work?
▪ 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
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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
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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);
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Viz Slide
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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.
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Text/
Background
Light 2
Text/
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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.
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• 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.
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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.’
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Icon colors can be modified by right-clicking item and selecting theme color.
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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
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Sample Table (Option B)
Header 1 Header 2 Header 3 Header 5
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Agenda
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