ISSS608 2016-17 T1 Assign2 CHIA Yong Jian
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1.1 Executive Summary
The functions of stock markets have become crucial for companies to raise equity from the public, and for investors to build their capital through these stock markets. The transparency provided by stock markets in the United States allow the management, investors and lenders of listed companies to make comparison of their company with other companies in the same sector or otherwise. The insights gained from such analysis allows them to make informed decisions. The US Stocks Fundamental Data (XBRL), appended with other data sources to provide company name and industry sector, was used to provide such insights.
Ratios relatable to the company management, shareholders and bondholders are selected. With the data processed and chart types confirmed, two dashboards - "Company Overview" and "Company Comparison" was built in Tableau as the visualisations. A use case was demonstrated in the "Results" section on how the dashboards can be easily used to make quick observations on the companies analysed. Future work could include augmenting additional data for stakeholders' use and including other useful financial ratios for visualisation.
1.2 How This Report is Organised
- Introduction - Provides the background and motivation for tackling the objectives of this assignment
- Data Preparations - Provides a detailed analysis of how the data is retrieved and prepared
- Visualisations - Exploration and building of visualisations
- Results - A discussion on an use-case for the visualisations built
- Conclusions - Reflection of the visualisation process, lessons learnt and future work
1.3 Acknowledgements
- D.2. Strategy and Organisation - Ideas formulation on assignment objectives
- Ong Hanying/Nguyen Tien Duong, Zen - Valuable feedback on first version of assignment
