Tableau Calculated Fields and KPIs

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来自 University of California, Davis 的课程

Creating Dashboards and Storytelling with Tableau

278 个评分

University of California, Davis

Creating Dashboards and Storytelling with Tableau

278 个评分

课程 4（共 5 门，Specialization Data Visualization with Tableau）

Leveraging the visualizations you created in the previous course, Visual Analytics with Tableau, you will create dashboards that help you identify the story within your data, and you will discover how to use Storypoints to create a powerful story to leave a lasting impression with your audience. You will balance the goals of your stakeholders with the needs of your end-users, and be able to structure and organize your story for maximum impact. Throughout the course you will apply more advanced functions within Tableau, such as hierarchies, actions and parameters to guide user interactions. For your final project, you will create a compelling narrative to be delivered in a meeting, as a static report, or in an interactive display online.

从本节课中

Key Metrics, Indicators, and Decision Triggers

Welcome to Module 2. In this module, you will identify the key metrics that will provide the answers to your business question. You will develop an understanding of the types of ways KPIs can be visualized. You will create calculated fields for KPIs to build a figure that will be used to measure progress in the data. By the end of this module, you should be able to set thresholds and create alerts to trigger a decision. We will also discuss the topic of quality and constraints of the data.

Introduction to Key Metrics, Indicators, and Decision Triggers0:50

Key Performance Indicators (KPIs)6:59

Tableau Calculated Fields and KPIs4:11

Creating Complex KPIs Using Tableau15:47

Thresholds and Alerts6:26

Data Quality18:16

与讲师见面

Govind Acharya
Principal Analyst
Budget and Institutional Analysis
Hunter Whitney
Sr. Consultant, Author, Instructor
Design Strategy and Data Visualization

[MUSIC]

Welcome back.

In order to create a KPI in Tableau,

you need a good understanding of calculated fields.

Without a solid grasp of this, it would be difficult to put together KPIs you need.

It would be a constant struggle.

So make sure you really understand calculated fields.

You learned about calculated fields in detail in a previous course, so

this is a review rather than a step by step primer.

After this lesson,

you will be able to put together a simple KPI visualization in Tableau.

>> We are going.

The KPI will have a green check mark if sales are above $125,000 US,

and a red X if it's below $125,000 US.

And if you have a different currency, it doesn't matter.

You could just set the threshold wherever you feel is appropriate, but

I'm using $125,000 USD.

If you don't already have it open, please open up the Sales Superstore data set.

Look for Category and drag it to the row shelf.

Look for Region and drag it to the column shelf.

Look for Sales, it's down in the Measures area, and

drop it on Text in the Marks card.

Your screen should look something like mine.

Now we're going to set up the simple KPI.

Right-click on Sales, down in the Measures area.

Then select Create Calculated Field like I'm doing here.

When the calculated field window pops up, type in KPI where you see Calculation 1.

In the Formula section, type in what I'm typing in here, but

I'm going to say it also.

If sum(Sales) >

125000 then "Above

benchmark" else "Below

benchmark" end.

Then click OK.

Now go to the Marks card and select Shape, as I'm doing here.

The sheet will look a little funky for a second, but it doesn't matter,

we'll fix that.

Click on Shape in the Marks area.

That will open the Edit Shape box.

Click on the select Shape Palette Arrow there, and select KPI.

So do the following in the order that I'm describing.

The order is important because of the way in which Tableau set this up.

So first click on Above benchmark.

Then select the green check mark.

And then it should change that Above benchmark to a green check mark.

Do the same for Below benchmark and the red X.

Now click OK, go to the Label text

and then clear the Show mark labels check box and click OK.

There you go.

Click on the bottom, and rename the sheet as Sales KPI.

And we're going to continue with this exact setup in the very next lesson.

So you should go to the next lesson, and keep this running in your computer so

that you don't have to restart everything.

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