6 Replies Latest reply on Feb 23, 2012 8:19 AM by John L

# KPI based on performance for one period compared to a previous period?

I am comfortable creating KPI's based on a specific value ie If Sales are greater than \$1000 then "Good" else "Bad"

How would you go about creating a KPI where if Sales in Feb are higher than Sales in Jan then it's "Good" else "Bad"

Jan and Feb are date dimensions and Sales is a measure. Dates are showing as columns in my table and Sales (and other measures) are rows. Would like to have a tick if the latest month is higher than the previous month and a cross if not.

Help much appreciated.

• ###### 1. Re: KPI based on performance for one period compared to a previous period?

Hi John, it's pretty straight forward. Create a table calculation like this:

Select 'Shape' as the mark type. Drop the calculation on the shape pill, and then edit the shape to be whatever you want. BTW, Tableau offers a set of KPI symbols you might be interested in. (See attached workbook.)

1 of 1 people found this helpful
• ###### 2. Re: KPI based on performance for one period compared to a previous period?

Excellent, thought it might be something simple.

Is there any way to make it a generic calculation so that you can then have KPI's for different measures ie sales, collections, customers etc? You could create one for each of these I suppose but not sure how you would you then display the multiple shapes....

• ###### 3. Re: KPI based on performance for one period compared to a previous period?

You could use a parameter to let the user select the KPI, then use a calculation like this:

See attached.

1 of 1 people found this helpful
• ###### 4. Re: KPI based on performance for one period compared to a previous period?

Thanks once again for the quick reply Shawn. Last question (promise) - Can you display multiple shapes for the different KPI's ie have ticks/crosses for Sales, Shipping, Profit without having to select them individually? Example select Region X and then see ticks/crosses for Sales, Shipping, Profit on one worksheet?

• ###### 5. Re: KPI based on performance for one period compared to a previous period?

Not a problem, every time I look for an answer to someone's question I learn something. And it's a lot easier to find the answers now, before I have to do it on a deadline. So feel free to ask away.  You're probably looking for something like this:

See attached.

--Shawn

• ###### 6. Re: KPI based on performance for one period compared to a previous period?

Shawn, you're a biscuit! Thanks.