What is kpi in tableau?

Question

What is kpi in tableau?

Answer 1

KPI (Key Performance Indicator) is a value that indicates how the business meets their objectives effectively. For visualize the KPIs in Tableau you need to follow the below procedures:

1. Find the fields that you want to analyze

2. Create a calculated field to set the thresholds that a business should meet i.e. success or failure.

3. Update the visualizations using KPI specific shape marks to find the records which are above threshold and records which are below the thresholds.

For example, Use default Sample - Superstore data source provided with Tableau Desktop to show the KPI which will show green check for the records which have sales greater than 25000$ and red X for sales below 25000$.

Find the fields that you want to analyze

That field is Sales.

1. Connect to the default Sample - Superstore data source.

2. Drag and drop subcategory to rows shelf and Region to columns from Dimensions.

3. Drag and drop Sales to Text on the Marks card from Measures.

Create a calculated field to set the thresholds that a business should meet i.e. success or failure.

1. From Analysis >> Create Calculated Field then it will open the calculation editor.  Rename the calculated field and write the formula for sales calculation

IF SUM ([Sales]) > 25000 THEN "Above Benchmark" ELSE "Below Benchmark" END

2. Then Click on OK.

Update the visualizations using KPI specific shape marks to find the records which are above threshold and records which are below the thresholds.

1. Select the shape that you want from the Marks card drop down list.

2. Click Shape on the Marks card and then new window Edit Shape will come.

3. From the Select Shape drop down list, select KPI.

4. Select Above Benchmark and then click the green check mark in the palette. Similarly select Below Benchmark and then click the red X in the palette.

The Editor window will look like below

Click OK then window will close

5. Now drag and drop Sales on the Marks card.

Now the view is completed and it shows how individual subcategories are performing across different regions.

 You can check tableau certification for more details.