Create Key Performance indicators in tableau (KPI) with up and Down arrows
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- Опубліковано 23 лип 2024
- A common way to show KPI Indicators in a dashboards is by showing an up and down triangles or arrows colored by the (+/-) value of the change . KPI scorecard is a great visual to track an overall performance towards the goals you have already set. In this tutorial we are going to learn 3 simple ways to create Key Performance Indicators in tableau.
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⏱ TIMESTAMPS
00:00 - Introduction
01:25 - First way to create KPI using "Shape Marks"
06:13 - Second way to create KPI using "formatting technique"
09:31 - Third technique to create KPI using "calculated fields"
‼️ DISCLAIMERS
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Well explained and very clear, thanks a bunch
Thanks for your feedback 🙏🏽
Glad you found it useful. Stay tuned for more such tutorials 😊
Thank you!!! You're the best!!!!!!
Thanks for your feedback 🙏
Thanks for the video.
I have a doubt regarding the 3rd method. We are creating 2 more calculated fields from Percentage difference calc field r8? But i didnt get what is in the calculated field ''Percentage Difference". I am sorry if i missed it. But can you please respond to this?
In Third method, percentage difference calculation is " (ZN(SUM([Profit])) - LOOKUP(ZN(SUM([Profit])), -1)) / ABS(LOOKUP(ZN(SUM([Profit])), -1))"
You can download the dashboard from my tableau public profile using below link
public.tableau.com/app/profile/gurpreet.singh2669/viz/KPIIndicatorsinTableau/KPIIndicators#1
Hope that helps 🙂
Thank you!
At least one of the three methods I realised (method 2)...
I have a question to method 1:
For some reason I have inactive shape button (video 5:15).... Therefore in Tableau Publick I can't pass through this till the end(
How can I manadge it?
You have to check if you have selected mark type as "Shapes" .
If it is selected as Bar or line, then change it to shapes.
How to you make it so that there is no shape when the percentage is 0?
You can use a transparent shape for showing percentage as zero. It can be created in power point or photoshop, figma and many more. Hope that helps 😊