Creating a simple business KPI dashboard in Tableau

In this Tableau Academy course we introduce you to reporting on and visualising key performance indicators (KPIs) by taking you through a project to create a simple to use and understand business KPI dashboard. The dashboard you'll build will enable everyone within your organisation to see how the business is performing against their key targets and how they can contribute to the success of the company.

Course Type:
Beginner
Updated:
July 2022
Instructor:
Alan Murray
Course Length:
2h

WHAT YOU'LL LEARN

  • Creating a dashboard to track business metrics
  • Using dashboard templates to save time and effort
  • Connecting to data in a CSV file
  • Using images and icons to make your dashboards stand out
  • Grouping data and creating hierarchies to make your data e
  • Using Fixed Level of Detail expressions to get the most recent results in our data
  • Using calculations to get the previous months results
  • Using date calculations to compare previous months results
  • Calculating percentage change and trends between months
  • Setting KPI colours based on trends
  • Including trend arrows and indicators in your charts
  • Using moving calculations to create rolling total charts
  • Combining line and area charts to improve readability
  • Using Window calculations to create dynamic calculations and metrics
  • Using viz in tooltips to show metric trends by underlying categories
  • Creating dynamic drill downs based on user filters

COURSE DESCRIPTION

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:

  • Used imagery and icons within your dashboards to make them more visually appealing and easy to understand.
  • Looked at removing unnecessary information and clutter from your dashboards to make them clear and easy to use.
  • Expanded on the headline charts from previous lessons to include trends and changes compared to previous periods.
  • Used calculations to automatically get the latest results in your data and compare them with previous periods without having to do any manual updates!
  • Created a ‘viz in tooltip’ so users can see what is driving results and performance of your KPIs.
  • Learned how you can make your charts and tooltips dynamically update based on what users have filtered on.
  • Built an organisational KPI dashboard which you can re-use with your own KPIs and use as a template for your own KPI reporting.

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.

TAKE THIS COURSE NOW

WHAT YOU'LL BUILD

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

COURSE CURRICULUM

1. Course introduction - 5:00

  • Intro to the project you'll be undertaking in this lesson
  • Requirements of the project
  • Intro to the data and KPIs for the project
  • Overview of the project requirements

2. Download templates and connect to data - 10:00

  • Downloading and saving the dashboard and data files
  • Connecting to the data in CSV files
  • Grouping the data into organisational hierarchies
  • Editing aliases and renaming groups to match your naming conventions
  • Editing previously created groupings
  • Combing data fields to create a hierarchy

3. Creating the first KPI and trend charts - 25:00

  • Using a template sheet to save time and effort
  • Using a fixed level of detail calculation to calculate the latest date in your data
  • Using calculations to flag if data is within the last 12 months and whether to include it in your reporting
  • Calculating a rolling 12 months sum of revenue
  • Calculating a rolling 12 months sum of revenue as of the previous month
  • Comparing the current period to the previous period to show how it's trending
  • Creating the headline chart to show the current Revenue KPI and how it's changed from the previous month.
  • Setting the KPI trend colour based on how the Revenue KPI has changed since the last period
  • Adding a KPI trend arrow to show if our KPI is going up, down, or is flat
  • Creating the Revenue KPI trend chart for the past 12 months
  • Using a moving calculation to dynamically display a rolling 12 months revenue total each month
  • Utilising a line chart with an area chart for a better visual look
  • Formatting the chart to remove clutter
  • Adding a filter to only show results for the previous 12 months without losing the data we need for the rolling 12 month calculations
  • Adding organisational hierarchy filters and applying these to all subsequent charts
  • Adding the Revenue KPI charts to our pre-formatted dashboard template

4. Creating the Profit KPI and trend charts - 20:00

  • Create the profit KPI calculation for the current month
  • Create the profit KPI calculation for the previous month
  • Calculating the change in the profit KPI compared with the previous month
  • Setting the profit KPI trend colour
  • Adding the profit KPI trend arrow
  • Creating the profit KPI headline chart
  • Creating the profit KPI trend chart
  • Editing calculations in line to save re-creating them
  • Using window calculations to get the rolling profit KPI each month
  • Formatting the KPI trend chart
  • Adding the profit KPI chart to our dashboard

5. Create the Customer Satisfaction KPI and trend charts - 15:00

  • Overview of the customer satisfaction (CSAT) KPI and how it's measured
  • Getting the CSAT score for the current month
  • Getting the CSAT score for the previous month
  • Using the Average measure aggregation
  • Creating the CSAT KPI change chart
  • Calculating the percentage change in the CSAT KPI from the previous month
  • Setting the CSAT KPI trend colour
  • Adding a CSAT KPI trend arrow
  • Creating the CSAT KPI headline chart
  • Creating the CSAT KPI trend chart
  • Adding the CSAT KPI charts to our dashboard

6. Create the Employee Satisfaction KPI and trend charts - 15:00

  • Overview of the employee satisfaction (ESAT) KPI and how it's measured
  • Getting the ESAT score for the current month
  • Getting the ESAT score for the previous month
  • Using the Average measure aggregation
  • Creating the ESAT KPI change chart
  • Calculating the percentage change in the ESAT KPI from the previous month
  • Setting the ESAT KPI trend colour
  • Adding a ESAT KPI trend arrow
  • Creating the ESAT KPI headline chart
  • Creating the ESAT KPI trend chart
  • Adding the ESAT KPI charts to our dashboard

7. Adding 'Viz in Tooltip' charts to show what is driving the change in KPIs each month - 30:00

  • Creating a parameter to hold the date the user is hovering over
  • Creating a calculation to flag if each month is within the period you're looking at
  • Using a fixed level of detail calculation to calculate the Revenue KPI for each Business Unit and Country
  • Calculating the Revenue KPI for the previous month for each Business Unit and Country
  • Calculating how much the Revenue KPI has changed since last month for each Business Unit and Country
  • Creating and format the chart that shows the breakdown in how the Revenue KPI has changed for each Business Unit or Country
  • Adding the chart you've just created to the tooltip for the Revenue KPI trend chart
  • Adding dashboard actions to make the tooltip only show the results for the month that is being hovered over
  • Creating a parameter to dynamically select between showing the Revenue KPI change by Business Unit or Country
  • Creating a calculation to show the Revenue KPI change by individual Countries when a user filters down to a specific Business Unit, or showing the change by Business Unit if they haven't filtered down
  • Creating the Profit KPI change chart and adding it as a Viz in Tooltip to the the Profit KPI trend chart
  • Creating the CSAT KPI change chart and adding it as a Viz in Tooltip to the the CSAT KPI trend chart
  • Creating the ESAT KPI change chart and adding it as a Viz in Tooltip to the the ESAT KPI trend chart

8. Publish Your Work - 5:00

  • Saving your workbook
  • Creating data extracts (if required)
  • Exporting your file as a packaged workbook
  • Publishing your dashboard to Tableau Public or Tableau Cloud