3 Replies Latest reply on Jun 1, 2012 3:00 AM by Jonathan Drummey

# % Values in KPI calculation

I am hoping this is simply done and that the issue is my being a novice user of Tableau.  I am developing a turnover dashboard.  I have two things I need to accomplish and think answering this question will solve both.  I am attaching a workbook that has the KPI chart plus the detail.  Bottom line is I need to look at the percentage of turnover by quarter for each group.  The calculation should be simple - number of terms % number of employees however this does not give me what I need.  Once I have the calculation accurate I need to do KPI indicators.  My KPI calculation is as follows:

IF sum([TERM_FLAG])%count([EMPLOYEE]) <= 15 then 'GOOD'

elseif sum([TERM_FLAG])%count([EMPLOYEE]) <= 25 then 'OK'

end

I know this is not rocket science but after spending way too much time trying to get this right thought I would go to the experts.  Not a very exciting viz but a very necessary one for our organization.

Any help much appreciated.

Julia

• ###### 1. Re: % Values in KPI calculation

Hi Julia,

I have reattached your workbook with a new sheet. I created two new calculations, %Number of Employees and KPI calc. I hope this helps!

-Tracy

• ###### 2. Re: % Values in KPI calculation

Awesome that worked well - I thought I had done that but did not get what the results I expected.  This is working fine.

Another obvious question - how do I insert dimensions into title text on a dashboard.  I have a text container in my dashboard but can only see parameters for insertion???

Julia

• ###### 3. Re: % Values in KPI calculation

Hi Julia,

A dashboard is a kind of blank canvas, so it doesn't have a way to know which members of what dimensions to choose out of all the possibilities. Parameters are global to the workbook, so that's why they are available for dashboard titles. The way around this is to create a worksheet that has the right filtering/sorting/etc. and format that to be your title.

Jonathan