![]() The shapes in the view show the correct indicators. The Edit Shape dialog box should now look like this:Ĭlick OK to close the Edit Shape dialog box. Now you are ready to associate specific values for the KPI field with specific shapes.Ĭlick Above Benchmark under Select Data Item and then click the green check mark in the palette.Ĭlick Below Benchmark under Select Data Item and then click the red X in the palette. On the Marks card, select Shape from the drop-down list of views:ĭrag the KPI field from the Measures area of the Data pane to Shape on the Marks card.Ĭlick Shape on the Marks card to open the Edit Shape dialog box.įor more about shapes, see Shape in Change the Type of Mark in the View.įrom the Select Shape Palette drop down list, choose KPI. ![]() Update the view to use KPI-specific shape marks IF SUM () > 25000 THEN "Above Benchmark" ELSE "Below Benchmark" END Name the calculation KPI and type or paste the following in the formula area In the Analysis menu, select Create Calculated Field to open the calculation editor. Create a view that includes the field you want to assessĬonnect to the Sample - Superstore data source.įrom the Data pane, drag Sub-Category to Rows and Region to Columns.įrom the Data pane, drag Sales to Text on the Marks card.Ĭreate a calculated field that establishes the threshold that demarcates success from failure The scenario uses the Sample - Superstore data source provided with Tableau Desktop to show how to build a KPI view that displays a green check mark for any sales figure over $25,000, and a red X for any sales figure under $25,000. For more on special considerations for cube data sources, see Cube Data Sources. But as the procedure below demonstrates, you can write your own KPI calculations directly inside Tableau, and then use Tableau parameters to create highly flexible what-if KPI analysis. Note: When connected to Microsoft Analysis Services, any KPI calculations defined in the cube are not available in Tableau. Update the view to use KPI-specific shape marks to show which values are above the threshold and which are below. At a high level, the procedure requires you to do the following:Ĭreate a view that includes the field or fields (measures) you want to assess.Ĭreate a calculated field that establishes the threshold that demarcates success from failure. A Key Performance Indicator is a measurable value that shows how effectively a company is achieving key business objectives. This article shows how to create a view that shows Key Progress Indicators (KPIs).
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