Book Image

Learning Tableau

By : Joshua N. Milligan
Book Image

Learning Tableau

By: Joshua N. Milligan

Overview of this book

Table of Contents (18 chapters)
Learning Tableau
About the Author
About the Reviewers
Adding Value to Analysis – Trends, Distributions, and Forecasting

Example – a regional scorecard

We'll consider another example dashboard that demonstrates slightly different objectives. Let's say everyone in the organization has agreed upon a key performance indicator of the profit ratio. Furthermore, everyone agrees that the cutoff between good and poor profit ratio is 15 percent but would like to have the option of adjusting the value dynamically to see whether other targets would be better.

Consider the following dashboard:

This dashboard allows your audience to very quickly evaluate the performance of each region. Additionally, it is easy to see the historical performance evaluated by the standard of the KPI. The dashboard provides some interactivity with the KPI parameter and tooltips. Additional drilldown into other dashboards or views could be provided if desired. If this view were published on Tableau Server, it is not unreasonable to think that regional managers might subscribe to the view and receive a daily e-mail containing an up-to-date image...