Create 10 ACTIONABLE & IMPACTFUL KPIs in Tableau

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 -

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[MrAstonmartin]

Watched till the end - incredible. Got to favorites video

[biakalt]

thanks a lot Andy. this kind of bite-size content is mega useful for practical cases

[rahmanfirmansyah]

watch for 5 minutes, hit like button. what i'm searching for. thank you Andy 😊👍

[uysqtvv]

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.

[achrafblamine]

Concise and practical. Thanks a lot Andy

[christianadams]

These are really useful Andy. Thanks for putting this out there!

[MrAstonmartin]

Very usefull and good lessons. Thanks a lot

[fabianaparisi]

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.

[pk]

Your teaching style is absolutely amazing! Thank You for these videos

[esteban-alvino]

thanks for such great smooth explanation and in little time.

[nicolelily]

It's so handy to put the text in the title! I always forget I even have that option.

[keyaj]

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?

[parthivsinhgohil]

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🙂

[HakeemLawrence]

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?

[eckoecko]

Great video! im wondering whats the advantage of creating Calculated Fields over Quick Calculations and Sets?

[hkljgzj]

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

[hcostas]

Hello Andy, I couldn't find the Dataset in xlsx or cvs to practice, where can I find it to download? thank you

[lyrachang]

hi Andy thanks for the video! i tried following your instruction but returned total instead of current year :( how can i fix this

[CesarGarciaJara]

As always, great video.
Just one question: Why "Sale Price"? Should is be "Total Sale"?
But, again, all very helpful.

[isfantauhid]

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?