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Share Price History Dataset
This is an exercise in recreating a popular financial visualisation to show the time-series of a share price and also the volume of trading. This is a dual line (for the price) and column (for the volume) chart
Data Description and Links
The datasets have the daily share price and volume (number of shares) traded for a company. There are several versions of the price: Open (the price at the start of the day), High, Low, Close and Adjusted Close. These are in CSV format in a public web location.
The dataset is for SEGRO, a European real estate logistics firm. The URL is SEGRO Data.
The original source data is from Yahoo Finance UK
Suggested Approach (Power BI labs)
- Launch Power BI Desktop and import the data.
- Build a visual to show the close price of the company over the last few years. What can we say about the company’s fortunes?
- The data has two versions of the closing price; Close and Adjusted Close. Add the Adjusted Close to the chart. Does this give any clue as to the difference?
- Add the volume column to your chart. This is of secondary importance to the viewer so tailor your colours and axes to take that into account
- Change the title to state the range of selected dates. (Hint: create a DAX measure)
Advanced DAX challenges
- Calculate the Intraday Price Change, the close price less the open price on a day. Use that to colour the columns green or red depending on whether the Intraday Price Change is positive or negative
- Calculate the Daily Price Change – the Close Price on one day less the Close Price on the previous day
- Investors often like to look at 3 month or 1 year moving average of a share price. Can you calculate this and show these lines?