Create 10 ACTIONABLE & IMPACTFUL KPIs in Tableau
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- Опубликовано: 3 июн 2024
- Key performance indicators (KPIs) are a method of comparing goals and objectives. What do you want to achieve? How does that compare to how you are doing?
KPIs tell you if you are making progress.
Must-haves for KPIs to be effective:
1. Progress - how are we doing so far?
2. Target - what are we comparing to?
3. Status - how are we performing compared to the target?
4. Action - indicator for good or bad
Different types of key performance indicators:
● Big numbers
● Sparklines
● Bar charts
Or combinations of all of these.
After following this video, you will know how to develop key performance indicators that track your organization's goals and objectives.
⏬ DOWNLOAD the data, and starter and solution workbooks here -
andykriebel.gumroad.com/l/kpi...
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Watched till the end - incredible. Got to favorites video
I really like these suggestions and you have some clean formulas for the PY and CY figures. Do you have any suggestions on similar formulas for MTD compared to PY and Previous Month? For example if you were looking at this month, you don't want to compare all of July 2022 to only 4 days worth of July in 2023, and at the same time, you don't want to compare all of June 2023 to only 4 days of July 2023.
thanks a lot Andy. this kind of bite-size content is mega useful for practical cases
Glad it was helpful!
These are really useful Andy. Thanks for putting this out there!
Glad you like them!
Lulululu
Thanks for this useful video Andy!
My pleasure!
Love this Andy!!!
Dear Andy amazing video. You do standard 1 hour video in 15 minutes. Great Job. it took totally 3-4 hour for me to watch over and over and do by myself))). İt really helpful.
Great to hear!
You master the art of teaching.
Very usefull and good lessons. Thanks a lot
Extremely helpful. Thanks!
You're welcome!
Clear and precise! thank you
You're welcome!
Concise and practical. Thanks a lot Andy
Very welcome
Your teaching style is absolutely amazing! Thank You for these videos
You're very welcome!
These are really useful! Thanks Andy. Question - I'm trying to do the same thing with creating measures like CY and PY but instead using CY and Targets. However these are in different sources, on monthly level only and always create problems with trying to put it in the same chart to show any of the KPIs. Do you have any suggestions?
Andy, nice walk-through. Your current measures are fixed to the max year of your model's calendar. How do you get PY to be dynamic? In other words, if I add a year slicer, how do I get PY to change based on my slicer's selection?
Great video! im wondering whats the advantage of creating Calculated Fields over Quick Calculations and Sets?
Thank you! This is AWESOME!
You're very welcome!
watch for 5 minutes, hit like button. what i'm searching for. thank you Andy 😊👍
That’s great to hear. Thanks.
Hi Andy another amazing learning video as always from you,Thank you so much!! Just want to know could please guide how can we create the YoY quarterly sales as well. Waiting for you reply🙂
thanks for such great smooth explanation and in little time.
You are welcome!
Great no BS video. Thank you much.
You're welcome!
Superb Video. Thank you.
Glad you liked it!
This is super helpful. Thankyou!!!!! :)
You're so welcome!
Hey Andy, thanks for the great tutorial!
Can I ask how you maintain the same KPI numbers in sheets 2, 3, etc.? I duplicate the first sheet and try to insert the sparkline, but as soon as I drag the purchase date in columns and the CY Sales in rows, the KPI numbers are changed and they show "Sales from ... to ...", instead of 130,388,128 as shown in yours. I also tried to reapply them manually by editing the title, but I still get different numbers
Thank you Andy🔥🔥🔥
You bet
As always, great video.
Just one question: Why "Sale Price"? Should is be "Total Sale"?
But, again, all very helpful.
hi Andy thanks for the video! i tried following your instruction but returned total instead of current year :( how can i fix this
It's so handy to put the text in the title! I always forget I even have that option.
Saves you from creating an extra sheet :-)
Thank you Andy, I really appreciate it. What change can i make to the formula to return the last 12 month CY and PY.. eg Apr 2022 to Mar 2023. Instead of Jan to Dec as shown. Thank you for your help.
I have a similar question. what if you want to compare Fiscal years, from July 1 to June 30? Thanks for these videos, huge help!
Hello Andy, I couldn't find the Dataset in xlsx or cvs to practice, where can I find it to download? thank you
Hi, I love all your videos. Can you show how to create a guage chart in Tableau?
Thank you! I'm not likely to create a video for a gauge chart. There are lots of examples on Tableau Public.
Can you create a dashboard tutorial that is focused on using parameters if you don't have already?
how to combine it with year parameter, so i can choose what year the sales i wanna see and how it compared to PY sales?
how do i dynamically change colors for a KPI that's a single value like average rating? Like a card with a single value 4.5. Change color based on whether it's under 4 or above 4.
Is it possible to swap the two measures based on two filters selection.
There are two filters A and B, there are two measures sales and profit.
If I select one value or more than 1 value in the A filter then it should take sales
If I select one value or more than 1 value in B filter then it should take profit
User Will select one value or multiple selection in the filter
I came across your video for the first time. I see that you are selling your Dataset so if we don't buy it, we can't follow your steps to create these KPI's. Correct?
Merci énormément
What is the difference between YOY % diff and YOY % diff total ?
Little bit lost… on thé why we have these calculated fields?
Thanks
The total will only return a single number.
Please sir I tried it and they’re not working with the year parameter
Is the Data alone anywhere outside of a paywall?
Gotta pay my editor.
when I started building my spark line the CY Sales in my title displayed not as "100" but as "0 to 100". Not sure what I did wrong
You didn’t use an LOD.
Hey Andy, I can’t seem to find these examples on your tableau public?
Hidden until tomorrow.
mustachio
Your Explanation is toooo Fast ...
can you make the video little bit slow...
Try pausing along the way. That's the best way to go through a tutorial. :-)