For anyone using Tableau in a professional context a really important feature is the ability to take data and insights and put it directly in the hands of those that need it most to help them make data informed decisions. During this course we look at how easy it is to provide your entire organisation with information on the key performance indicators for your business in a simple and easy to use format using Tableau.
During the course you'll be taken step by step through building a simple KPI dashboard and by the end of the course you will have:
A KPI dashboard like this is a vital tool in helping everyone in your organisation to understand their key targets and goals and see how the company is performing against them. If any of the KPIs are not moving in the right direction the next step is to start to dig a little deeper to understand the reasons behind this and what you can do about it.
During the course we also start to look at adding the next layer of detail so you can start to see the KPIs and trends at a lower level and see which areas are driving the results. We show you how to build out a ‘viz in tooltip’ which shows you how the underlying categories are performing, and we add user filters to then be able to drill in to them even further.
Finally, we look at a cool tip that allows you to make the level of the viz in tooltip and underlying trends dynamically change based on what the user has filtered on, for example if they are looking at the global numbers the drilldown will show trends by region but if they filter into one of the regions it then automatically shows the trends by country without your users having to lift a finger!
If you’re ready to start building out your organisations KPI dashboard and to show how you can help everyone within your organisation how they can contribute to the success of the company hit the button below to get started with this course right now.
The images below show what you'll build in this project, click any of the images for a closer look.View the finished solution on Tableau Public
1. Course introduction - 5:00
2. Download templates and connect to data - 10:00
3. Creating the first KPI and trend charts - 25:00
4. Creating the Profit KPI and trend charts - 20:00
5. Create the Customer Satisfaction KPI and trend charts - 15:00
6. Create the Employee Satisfaction KPI and trend charts - 15:00
7. Adding 'Viz in Tooltip' charts to show what is driving the change in KPIs each month - 30:00
8. Publish Your Work - 5:00