Display Line Chart KPI with Seasonal Targets

Version 1

    I was tasked to represent a KPI with targets that changed each quarter due to seasonal fluctuations.

    Along with this they wanted to show the previous year in the same chart AND faded in the background.

     

    Oh - and they wanted it as a line chart.

     

    Below is my solution (using Super Store data).

     

    https://public.tableau.com/static/images/Sa/SalesKPI_15585641735020/SalesKPIDashboard/1.png

     

    What I did:

    I created two calculated fields for 2016 and 2017 sales

     

    IF DATEPART('year', [Order Date]) = 2016 THEN [Sales] END

    IF DATEPART('year', [Order Date]) = 2017 THEN [Sales] END

     

    I dragged Order Date into columns (Year and Month) and 2016 into Rows and then 2017 to create a Measure Values. I made 2016 line gray and 2017 line blue.

     

    Next I put 2017 in Rows and made a Dual Axis and changed to circles

     

    I created GREEN and YELLOW targets (GREEN is below)

     

    IF DATEPART('year', [Order Date]) = 2017 THEN

         IF DATEPART('quarter', [Order Date]) =1 THEN 40000

              ELSEIF DATEPART('quarter', [Order Date]) = 2 THEN 55000

              ELSEIF DATEPART('quarter', [Order Date]) = 3 THEN 70000

              ELSEIF DATEPART('quarter', [Order Date]) = 4 THEN 85000

         END

    END

     

    Next the color calculation and place on the color for the circle marks card.

     

    IF YEAR(MAX([Order Date])) = 2017 THEN

         IF SUM([2017 Sales]) >= MAX([2017 Green]) THEN "GREEN"

         ELSEIF SUM([2017 Sales]) >= MAX([2017 Yellow]) THEN "YELLOW"

         ELSE "RED"

         END

    END

     

     

    To get the lines onto one chart, I removed the Year from the columns.

     

    The rest is cosmetic (Reference bands against the 2017 GREEN and 2017 YELLOW calculations)

     

    Hope this was helpful.

     

    Also, I'd like to hear if you have a different or easier way of doing this chart.