Hands on: How to create Tables in Alphacast
Hands on: How to create Tables in Alphacast
By Florencia Hernández (fhernandez@alphacast.io)
Find out more Alphacast Highlights here
At Alphacast, we integrate automated pivot tables that can assist you in visualizing data and offering interactive content. Using this tool, you can summarize and analyze data series to make comparisons and easily identify patterns and trends among them with just a few clicks. Let's see how it works using stock market data as an example.
The first step is to create a pipeline and do a Yahoo Finance Data Fetch incorporating the tickers we want to have in our table. As an example, we select some trending tickers. Prior to creating the table, you can transform, combine, and reshape the data. Before proceeding with the variable transformation, let's add one more step to keep only the Close column and remove the rest.
As you can see, the data is daily, but if you wish, you can change the frequency using the change frequency step (see here) or perform any transformation that allows you to manipulate the data more easily (see Here). In this case, from the Apply Transform step, we will calculate the daily variation,7-day variation, and 30-day variation.
Finally, we will filter the data to display the last value. If you wish, you can also filter by another time period based on the data you need to view in the table, such as the last week, the last month, or the quarter.
Once we have the values we want to display, we proceed to create the table by simply adding a new step and clicking on Create a Table Now. Tables can be customized by adding titles and notes, rearranging columns, and changing colors. On one hand, by selecting the 'Appearance' tab, you can add a title, subtitle, note, and toggle row colors.
On the other hand, in the 'Data' tab, by clicking 'Select Columns,' we can add or remove variables and then rearrange them by using the arrows to the right of each one. Furthermore, by selecting the arrow to the left of the name, you can customize each variable individually. You can rename them, and choose the unit of measurement, and the number of decimals. Additionally, you can apply conditional formatting to each variable with a color scale that identifies between the maximum and minimum values. In this way, tables become a powerful and efficient resource that allows for a quick visualization of the data. And last but not least, they are dynamic! This means that they are updated periodically, providing the latest available data.
And there you go! We now have our table ready. You can now clip it and insert it into a dashboard and have quicker access.
