4 Replies Latest reply on Oct 30, 2018 8:02 AM by manoj kumar

Mixing KPI Shapes and Numerical Data in a Tubular Report

Hi Everyone,

I was wondering whether it's possible to mix numbers and KPI shapes in the same tabular/pivot report? In the example reports that I have seen, they seems to use one or the other.

My report has a couple of tabular calculations; each calculation looks at the previous line row to calculate the variance. I want to display an up arrow, down arrow, or no change depending on whether the change is positive, negative, or zero.

Please point me in the direction of examples.

R

• 1. Re: Mixing KPI Shapes and Numerical Data in a Tubular Report

Yes, this is totally possible in Tableau. It requires some dual-axis tricks to get shapes on some measures but not others. The following post has a link to a workbook where I put a bunch of ideas together: http://community.tableau.com/message/171852

In it I show one version of doing KPIs. In your case, where you're doing a variance calculation, the results of the variance calculation are a continuous variable and Tableau would try to draw one shape for each value. You need to create a bin calculation to take the results of your table calculation to generate one value for each shape you desire. For example:

IF [Sales YoY Growth] < -0.1 THEN

"Down"

ELSEIF [Sales YoY Growth] > 0.1 THEN

"Up"

ELSE

"Not Much Difference"

END

Then you can put this calculated field on the Shape shelf and you're all set to start formatting. An example workbook showing this is attached.

Jonathan

• 2. Re: Mixing KPI Shapes and Numerical Data in a Tubular Report

Jonathan, you are a star. Thanks so much, your solution was exactly what I was looking for.

Have a great day.

R.

• 3. Re: Mixing KPI Shapes and Numerical Data in a Tubular Report

Hi I am trying to add arrow only to third column in below screen shot

• 4. Re: Mixing KPI Shapes and Numerical Data in a Tubular Report

Hi Jonathan,

Good Day! Is it feasible to show % change (Up & Down arrow) for individual columns and color code it?

Cheers

Manoj