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 -
andykriebel.gumroad.com/l/kpi...
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[@donowen9848]

Love this Andy!!!

[@MrAstonmartin78]

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

[@vizwiz]

Glad it was helpful!

[@operationbroomstick]

You master the art of teaching.

[@fabianaparisi2896]

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.

[@user-uy8sq7tv1v]

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]

Great to hear!

[@rahmanfirmansyah4497]

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

[@vizwiz]

That’s great to hear. Thanks.

[@waqarshaikh86]

Thanks for this useful video Andy!

[@vizwiz]

My pleasure!

[@pk66699]

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

[@vizwiz]

You're very welcome!

[@coptimal]

@@vizwiz Thank you for sharing this.

[@achrafblamine8758]

Concise and practical. Thanks a lot Andy

[@vizwiz]

Very welcome

[@christianadams9658]

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

[@vizwiz]

Glad you like them!

[@gamermeetbros1033]

Lulululu

[@nicolelily]

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

[@vizwiz]

Saves you from creating an extra sheet :-)

[@TH-vw4qn]

Extremely helpful. Thanks!

[@vizwiz]

You're welcome!

[@MrAstonmartin78]

Very usefull and good lessons. Thanks a lot

[@nicoi7662]

Clear and precise! thank you

[@vizwiz]

You're welcome!

[@br31woodlands69]

Great no BS video. Thank you much.

[@vizwiz]

You're welcome!

[@debireynolds1627]

Thank you! This is AWESOME!

[@vizwiz]

You're very welcome!

[@keyaj1943]

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?

[@esteban-alvino]

thanks for such great smooth explanation and in little time.

[@vizwiz]

You are welcome!

[@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?

[@eckoecko4173]

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

[@parthivsinhgohil1228]

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🙂

[@elfridhasman4181]

Thank you Andy🔥🔥🔥

[@vizwiz]

You bet

[@jayasubha96]

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

[@vizwiz]

You're so welcome!

[@vsagar4b38]

Superb Video. Thank you.

[@vizwiz]

Glad you liked it!

[@user-hk9lj4gz4j]

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

[@CesarGarciaJara]

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

[@lyrachang950]

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

[@georgcayetano4733]

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

[@BHTableautricksntips-on3oc]

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

[@vizwiz]

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

[@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?

[@hcostas7]

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

[@Overlord_Rahul]

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.

[@stardust8437]

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

[@pink9016]

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]

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]

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

[@shoppersdream]

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?

[@cococnk388]

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]

The total will only return a single number.

[@jasonrondeau]

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]

You didn’t use an LOD.

[@z.r.777]

Is the Data alone anywhere outside of a paywall?

[@vizwiz]

Gotta pay my editor.

[@rasaqtoheeb1071]

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

[@vizwiz]

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

[@moxie1189]

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

[@vizwiz]

Hidden until tomorrow.

[@thats_siddhi]

mustachio

[@harikrishnak9853]

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

[@vizwiz]

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