Dataskera

Candlestick

The Candlestick draws open, high, low and close per period, with an optional volume panel and a moving average. It works for security prices, and equally for any series tracked as first, peak, trough and last: daily energy prices, a KPI's intraday range, a sensor's swing.

Data Requirements

Your Tableau worksheet should include:

  • 1 Date dimension for the Date encoding. One candle per member; the granularity defines the candle period.
  • Exactly 4 Measures for the OHLC encoding. Open, high, low and close, mapped by their field names; override any role in Format, Data.
  • 1 Measure, optional for the Volume encoding. Enables the volume sub-panel under the candles.

Add Candlestick to your worksheet

First, download the manifest file. It tells Tableau where to load the extension from.

Download candlestick.trex

Direct link: https://dataskera.com/downloads/candlestick.trex

Then, in Tableau:

  1. On the Marks card, open the Mark type dropdown, and under Viz Extensions choose Add Extension.
  2. In the Add an Extension dialog, choose Access Local Viz Extensions, then open the candlestick.trex file you just downloaded.
  3. When Tableau asks, allow the extension to access the data in the workbook.
  4. The welcome screen appears. Sign in with your Dataskera account, or on Tableau Desktop choose Use on Desktop without an account. See Signing in & access below.
  5. Build the chart: drag a date dimension onto Date and exactly four measures onto OHLC. The mapping follows the field names (open, high, low, close) and can be corrected field by field in the Data tab.
Tableau Server or Cloud:
A site admin must allow the extension by adding its URL to the site's safe list, and the view needs the Download Summary Data permission. Extension URL: https://vizextension.dataskera.com/candlestick/candlestick.html

Signing in & access

Candlestick is free. Whether you need to sign in depends only on what you are doing. Viewing a dashboard never asks for an account, and authoring is free too.

Viewing a dashboard
No account

People who only view a dashboard are never asked to sign in and are never blocked.

Editing on Tableau Desktop
Optional

Sign in, or continue without an account in a single click.

Editing on Server or Cloud
Free account

Sign in with your Dataskera account to author on the web.

No account yet? Create one free in under a minute. No credit card required.

Format panel

Open the Format panel from the extension menu to customize the chart. It is for the dashboard author and is not shown to viewers. It has four tabs:

  • Chart: consecutive candles or real time gaps, the up and down color pair (colorblind-safe, classic green and red, or your own), body width, the volume panel, the moving average and its window, number format and font.
  • Data: which measure plays which role. Auto follows the field names; four dropdowns override them, and the chart checks the result against the data.
  • Color: a palette, a precise colour per category, and the overall opacity.
  • Legend: show or hide it, its position around the chart, an optional show/hide toggle for viewers, the colour swatch, and the content of each entry.
  • Tooltip: show or hide it, its colours, decimals, and a template you write yourself from the placeholders the chart provides.
The mapping checks itself:
On a sample of candles, the high must be the candle's maximum and the low its minimum. When too many candles violate that, the chart says the mapping is probably wrong and points to the Data tab, instead of drawing nonsense that looks like a market.
Zoom and pan:
The wheel zooms around the cursor, dragging pans the window, and the controller in the corner steps the zoom and returns home. The zoom is a reading position: it is never saved into the workbook.
Invalid candles:
A candle missing one of its four values, or whose high sits below its low, is skipped and counted in a notice, never guessed.
Candle periods:
One candle per date member: match the date granularity to the period you mean. Duplicate dates are left out and counted rather than silently merged.