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Dashboard Week: Day 2 (Retirement Funds)

This post was originally published on The Data School blog between 2018 and July 2025, before our program was renamed to MIP’s Analytics Career Accelerator. References throughout this article to “The Data School” or “DS” all refer to what is now MIP’s Analytics Career Accelerator. The program, its people, and its commitment to launching outstanding analytics careers remain the same – just under a new name.

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Embarking on a project centered around retirement funds, I delved into a comprehensive dataset that encompassed financial figures, member statistics, and fee details spanning several years. My mission: to craft a revealing dashboard, spotlighting the performance of the Australian Retirement Trust in comparison to its counterparts.

Choosing the Australian Retirement Trust as my focal point, I meticulously curated a series of charts encapsulating diverse metrics. These visualizations were then pitted against my benchmark for a nuanced analysis.

To breathe life into my vision, I opted for Figma in shaping the dashboard’s design. The flexibility afforded by design programs like Figma proved indispensable in weaving a seamless narrative around the data, complementing the robust analytical capabilities of Tableau.

Conducting such comparative studies is a voyage into the intricacies of data, offering profound insights into its structure and the operational dynamics of the entity under scrutiny. Despite the time constraints, with only half a day to acquaint myself with, process, analyze, and translate the data into a comprehensive dashboard, this challenge was a formidable yet enriching experience.

Navigating the intricacies of Retirement Trusts during this endeavor has not only enhanced my understanding of financial data but has also provided a unique perspective on the inner workings of an industry I was less familiar with. This rapid but immersive journey has been a testament to the power of quick learning and adaptation in the realm of data analytics.

If you want to check out this dashboard:

https://public.tableau.com/app/profile/juan.manuel.cedeno/viz/Dashboard2RetirementTrusts/Dashboard1?publish=yes

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