Create 10 ACTIONABLE & IMPACTFUL KPIs in Tableau

Ғылым және технология

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 -
andykriebel.gumroad.com/l/kpi...
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Пікірлер: 70

  • @MrAstonmartin78
    @MrAstonmartin7811 ай бұрын

    Watched till the end - incredible. Got to favorites video

  • @biakalt
    @biakalt Жыл бұрын

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

  • @vizwiz

    @vizwiz

    Жыл бұрын

    Glad it was helpful!

  • @donowen9848
    @donowen98485 ай бұрын

    Love this Andy!!!

  • @christianadams9658
    @christianadams9658 Жыл бұрын

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

  • @vizwiz

    @vizwiz

    Жыл бұрын

    Glad you like them!

  • @gamermeetbros1033

    @gamermeetbros1033

    3 ай бұрын

    Lulululu

  • @waqarshaikh86
    @waqarshaikh86 Жыл бұрын

    Thanks for this useful video Andy!

  • @vizwiz

    @vizwiz

    Жыл бұрын

    My pleasure!

  • @achrafblamine8758
    @achrafblamine87585 ай бұрын

    Concise and practical. Thanks a lot Andy

  • @vizwiz

    @vizwiz

    4 ай бұрын

    Very welcome

  • @rahmanfirmansyah4497
    @rahmanfirmansyah4497 Жыл бұрын

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

  • @vizwiz

    @vizwiz

    Жыл бұрын

    That’s great to hear. Thanks.

  • @user-uy8sq7tv1v
    @user-uy8sq7tv1v6 ай бұрын

    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.

  • @vizwiz

    @vizwiz

    5 ай бұрын

    Great to hear!

  • @fabianaparisi2896
    @fabianaparisi2896 Жыл бұрын

    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.

  • @pk66699
    @pk666994 ай бұрын

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

  • @vizwiz

    @vizwiz

    4 ай бұрын

    You're very welcome!

  • @coptimal

    @coptimal

    2 ай бұрын

    @@vizwiz Thank you for sharing this.

  • @operationbroomstick
    @operationbroomstick9 ай бұрын

    You master the art of teaching.

  • @TH-vw4qn
    @TH-vw4qn Жыл бұрын

    Extremely helpful. Thanks!

  • @vizwiz

    @vizwiz

    Жыл бұрын

    You're welcome!

  • @nicoi7662
    @nicoi7662 Жыл бұрын

    Clear and precise! thank you

  • @vizwiz

    @vizwiz

    Жыл бұрын

    You're welcome!

  • @MrAstonmartin78
    @MrAstonmartin7811 ай бұрын

    Very usefull and good lessons. Thanks a lot

  • @br31woodlands69
    @br31woodlands693 ай бұрын

    Great no BS video. Thank you much.

  • @vizwiz

    @vizwiz

    2 ай бұрын

    You're welcome!

  • @debireynolds1627
    @debireynolds1627 Жыл бұрын

    Thank you! This is AWESOME!

  • @vizwiz

    @vizwiz

    Жыл бұрын

    You're very welcome!

  • @esteban-alvino
    @esteban-alvino4 ай бұрын

    thanks for such great smooth explanation and in little time.

  • @vizwiz

    @vizwiz

    4 ай бұрын

    You are welcome!

  • @elfridhasman4181
    @elfridhasman4181 Жыл бұрын

    Thank you Andy🔥🔥🔥

  • @vizwiz

    @vizwiz

    Жыл бұрын

    You bet

  • @nicolelily
    @nicolelily11 ай бұрын

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

  • @vizwiz

    @vizwiz

    11 ай бұрын

    Saves you from creating an extra sheet :-)

  • @jayasubha96
    @jayasubha968 ай бұрын

    This is super helpful. Thankyou!!!!! :)

  • @vizwiz

    @vizwiz

    8 ай бұрын

    You're so welcome!

  • @parthivsinhgohil1228
    @parthivsinhgohil1228 Жыл бұрын

    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
    @HakeemLawrence11 ай бұрын

    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?

  • @keyaj1943
    @keyaj1943 Жыл бұрын

    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?

  • @eckoecko4173
    @eckoecko41736 ай бұрын

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

  • @vsagar4b38
    @vsagar4b384 ай бұрын

    Superb Video. Thank you.

  • @vizwiz

    @vizwiz

    4 ай бұрын

    Glad you liked it!

  • @CesarGarciaJara
    @CesarGarciaJara Жыл бұрын

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

  • @hcostas7
    @hcostas76 ай бұрын

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

  • @user-hk9lj4gz4j
    @user-hk9lj4gz4j10 ай бұрын

    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

  • @lyrachang950
    @lyrachang95010 ай бұрын

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

  • @BHTableautricksntips-on3oc
    @BHTableautricksntips-on3oc Жыл бұрын

    Hi, I love all your videos. Can you show how to create a guage chart in Tableau?

  • @vizwiz

    @vizwiz

    Жыл бұрын

    Thank you! I'm not likely to create a video for a gauge chart. There are lots of examples on Tableau Public.

  • @Overlord_Rahul
    @Overlord_Rahul2 ай бұрын

    how do i dynamically change colors for a KPI that's a single value like average rating? Like a card with a single value 4.5. Change color based on whether it's under 4 or above 4.

  • @isfantauhid
    @isfantauhid Жыл бұрын

    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?

  • @pink9016
    @pink9016 Жыл бұрын

    Thank you Andy, I really appreciate it. What change can i make to the formula to return the last 12 month CY and PY.. eg Apr 2022 to Mar 2023. Instead of Jan to Dec as shown. Thank you for your help.

  • @bernices.8014

    @bernices.8014

    11 ай бұрын

    I have a similar question. what if you want to compare Fiscal years, from July 1 to June 30? Thanks for these videos, huge help!

  • @kennisrogers2585

    @kennisrogers2585

    Ай бұрын

    You can do dateadd('month', -12, [Date field]) or replace month with year and do minus 1

  • @georgcayetano4733
    @georgcayetano473311 ай бұрын

    Can you create a dashboard tutorial that is focused on using parameters if you don't have already?

  • @stardust8437
    @stardust8437 Жыл бұрын

    Is it possible to swap the two measures based on two filters selection. There are two filters A and B, there are two measures sales and profit. If I select one value or more than 1 value in the A filter then it should take sales If I select one value or more than 1 value in B filter then it should take profit User Will select one value or multiple selection in the filter

  • @shoppersdream
    @shoppersdream7 ай бұрын

    I came across your video for the first time. I see that you are selling your Dataset so if we don't buy it, we can't follow your steps to create these KPI's. Correct?

  • @jasonrondeau
    @jasonrondeau2 ай бұрын

    when I started building my spark line the CY Sales in my title displayed not as "100" but as "0 to 100". Not sure what I did wrong

  • @vizwiz

    @vizwiz

    2 ай бұрын

    You didn’t use an LOD.

  • @cococnk388
    @cococnk388 Жыл бұрын

    Merci énormément What is the difference between YOY % diff and YOY % diff total ? Little bit lost… on thé why we have these calculated fields? Thanks

  • @vizwiz

    @vizwiz

    11 ай бұрын

    The total will only return a single number.

  • @rasaqtoheeb1071
    @rasaqtoheeb10712 ай бұрын

    Please sir I tried it and they’re not working with the year parameter

  • @vizwiz

    @vizwiz

    Ай бұрын

    Something is wrong with how you followed the steps. Carefully go back through them all.

  • @z.r.777
    @z.r.7779 ай бұрын

    Is the Data alone anywhere outside of a paywall?

  • @vizwiz

    @vizwiz

    8 ай бұрын

    Gotta pay my editor.

  • @moxie1189
    @moxie1189 Жыл бұрын

    Hey Andy, I can’t seem to find these examples on your tableau public?

  • @vizwiz

    @vizwiz

    Жыл бұрын

    Hidden until tomorrow.

  • @thats_siddhi
    @thats_siddhi6 ай бұрын

    mustachio

  • @harikrishnak9853
    @harikrishnak9853 Жыл бұрын

    Your Explanation is toooo Fast ... can you make the video little bit slow...

  • @vizwiz

    @vizwiz

    Жыл бұрын

    Try pausing along the way. That's the best way to go through a tutorial. :-)

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