Friday 11 July 2014

What is KPI in Tableau.?

We can easily create a view that shows Key Progress Indicators (KPIs). To do this, you complete the following tasks:
  • Create the base view with the fields you want to measure.
  • Build a calculated field that establishes the figure from which you measure progress for the data you’re measuring.
  • Use shapes that Tableau provides that are designed specifically for KPIs.
This example shows how to build a KPI view that shows a green check mark for any sales figure over $125,000, and a red X for any sales figure under $125,000.


Wednesday 2 July 2014

Preparing data for Tableau.

  1. Cleanup dimensions and measure names.
  2. Set attribute aliases.
  3. Set default colors
  4. Set default measure aggregations.
  5. Create calculated fields.