In this blog post, I will take you through creating a YTD style section of a KPI Dashboard in Tableau. This will be done using an extract of Tableau's US Superstore data, where I have excluded half of 2017 for the sake of making the dashboard dynamic and more realistic. I wrote a post on my blog in Dec, 2016 - How to Create A KPI Dashboard in Tableau. It was a Monday and Andy Kriebel published a new data for Washington DC Metro on his Twitter for that week's MakeoverMonday. I downloaded the data and built a KPI dashboard during the lunch time and published it on my Tableau Public. Tableau Tip // Creating YTD metrics on a KPI Dashboard Using Key Performance Indicators (KPIs) in a dashboard are a great way to give a quick indication of how an organisation is doing. This would be actual number of say sales, or number of people donating to a charity, as well as how these metrics change over time. Which sales KPIs should you focus on in the dashboard? Design your dashboard to present select sales KPIs (e.g., quarterly forecast, quota attainment, growth, etc.) with the flexibility to drill down into specific data points. Do not try to combine all sales metrics into one dashboard. That is a recipe for confusion and low adoption. Data to Dashboard with Tableau Public Data visualization provides us with the ability to absorb information quickly, uncover insights and make more effective and quicker data-informed decisions. A dashboard is an information management tool that visually tracks, analyzes and displays key metrics and data points to monitor a process, department, or business.
Tableau Public Kpi Dashboard Example
I wrote a post on my blog in Dec, 2016 - How to Create A KPI Dashboard in Tableau. It was a Monday and Andy Kriebel published a new data for Washington DC Metro on his Twitter for that week's MakeoverMonday. I downloaded the data and built a KPI dashboard during the lunch time and published it on my Tableau Public. My colleagues liked the dashboard and asked me the process how I made it, so I wrote the above blog-post. Till today, that post remains the most read article on my blog.
Designing KPI dashboard for businesses might be more challenging than it sounds. I have designed or supervised the design more at least than 500-1000 dashboard to date. So I though if more and more people are interested in the KPI dashboards, I would like to explain part of the process, tips and best practices which I follow to design my KPI dashboards. Though these specifics are best suited for business dashboards, please feel free to make amends to fit them for not-for-profit, government reporting, and to publish information in public domain.
The entire series is divided in 6 parts as follows
Type of KPIs: What are KPIs and what kind of KPIs fit into which requirements
Comparision: Comparing KPIs over time, against peers, and benchmarking against competitors
Drill-down: Drilling down into details to find source of variance, contributing factors and finding causes
Wireframing: Understanding the need of your users and designing the outline of a KPI dashboard
Building KPI Dashboard: Bringing the wireframe to life and build an interactive dashboard in Tableau
Best Practices: Common pitfalls, best practices, and lessons which I have learnt over years
Tableau Kpi Indicator
Tableau Kpi Arrows
I wrote a post on my blog in Dec, 2016 - How to Create A KPI Dashboard in Tableau. It was a Monday and Andy Kriebel published a new data for Washington DC Metro on his Twitter for that week's MakeoverMonday. I downloaded the data and built a KPI dashboard during the lunch time and published it on my Tableau Public. My colleagues liked the dashboard and asked me the process how I made it, so I wrote the above blog-post. Till today, that post remains the most read article on my blog.
Designing KPI dashboard for businesses might be more challenging than it sounds. I have designed or supervised the design more at least than 500-1000 dashboard to date. So I though if more and more people are interested in the KPI dashboards, I would like to explain part of the process, tips and best practices which I follow to design my KPI dashboards. Though these specifics are best suited for business dashboards, please feel free to make amends to fit them for not-for-profit, government reporting, and to publish information in public domain.
The entire series is divided in 6 parts as follows
Type of KPIs: What are KPIs and what kind of KPIs fit into which requirements
Comparision: Comparing KPIs over time, against peers, and benchmarking against competitors
Drill-down: Drilling down into details to find source of variance, contributing factors and finding causes
Wireframing: Understanding the need of your users and designing the outline of a KPI dashboard
Building KPI Dashboard: Bringing the wireframe to life and build an interactive dashboard in Tableau
Best Practices: Common pitfalls, best practices, and lessons which I have learnt over years
Tableau Kpi Indicator
Tableau Kpi Arrows
Please sit down and take your time to read. Hope you enjoy reading. If you have any questions, thoughts or ideas, please feel free to leave a comment below. Thanks.
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