Lines represent portfolios consisting of two asset classes. Gray dots represent portfolios consisting of three asset classes with a 5% increment. Asset classes are highlighted with diamonds: Hovering over a dot or diamond allows you to estimate the Annual Total Return for the selected period. You can filter by period and major asset classes. The dashboard is not designed to find “perfect portfolios,” as the position of portfolios on the risk-return plane will change in the future.

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Adding a second or third asset class to a portfolio at least reduces portfolio volatility, and if there is a negative correlation between assets, it also increases returns. It’s important to regularly rebalance between asset classes within the portfolio to maintain its target risk/return characteristics.

I'm comparing Tableau with my previous experience using PowerBI. It seems to me that, generally, Tableau is much more complex, less focused on key functionalities from a data analysis perspective and more focused on data visualization. For instance, it is not possible to calculate measures with context, particularly relevant, time context (as it is on PowerBI). You have to prepare your data to this. Additionally, it is much harder to find people who understand how to operate, be it partners or employees, although it might be a limitation specific of my region (Brazil).

Ease of use: Tableau is known for its ease of use. It has a drag-and-drop interface that makes it easy to create data visualizations, even for users with no coding experience. Powerful features: Tableau offers a wide range of features for data analysis and visualization, including data blending, geospatial analysis, and predictive analytics. Scalability: Tableau can scale to meet the needs of businesses of all sizes, from small businesses to large enterprises. Security and governance: Tableau offers enterprise-grade security and governance features, making it a good choice for businesses that need to protect their data. Community support: Tableau has a large and active community of users and developers who create and share resources, such as dashboards, visualizations, and extensions.

A powerful tool for data visualization. It allows you to create interactive and visually appealing dashboards, significantly simplifying data analysis and decision-making. Its simple interface and integration with various data sources make it valuable for businesses, although the cost and the need for training can be drawbacks

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Tableau

Business Analytics Anyone Can Use

Business Analytics Anyone Can Use

25Y Asset/Portfolio Risk-Return Profile

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Have a question about Tableau? Ask it here and get a real answer.

Previous Tableau Launches

Do you use Tableau?