Tableau Dashboards

Below are several of the Tableau Dashboards that I designed for Spirit of Alaska FCU. All data is example data. Each of these views can be found individually on Tableau Public.

1 - Portfolio Delinquency Monitoring

Each circle on the dashboard represents a past due loan. The size of each circle corresponds with the loan’s current balance. Loans are arranged in a scatter plot based on time delinquent and amount delinquent. Filters can be adjusted to identify certain high risk loans. Loan type can be adjusted using the filter on the right-hand side of the dashboard. Hover over a loan to see its details.

2 - FRED Economic Data

This dashboard connects directly to the Federal Reserve Economic Data (FRED) API and updates daily. This dashboard contains 2 separate pages, one on Markets and one on rates. The date filters can be adjusted to show additional history.

3 - Membership Snapshot

This dashboard shows information on the Credit Union’s membership. The date parameter can be adjusted to compare months. New members are segmented by branch, and total membership is broken apart to show “full service members” and indirect loan members.

4 - Financials (Drill Down)

This dashboard gives the ability to drill down into the balance sheet and income statement for a given month. The user can drill down to the individual general ledger accounts that make up each category. To drill down simply click on an item, and to drill-up click the label at the top of the dashboard. The data can be adjusted with the date parameter at the top of the dashboard, and the “format bars” parameter can be used to show percent change, or $ variance.