2 Replies Latest reply on Dec 23, 2016 7:29 AM by Jessica Waydelis

    Goal Data examples?

    Jessica Waydelis
    Jessica Waydelis Dec 15, 2016 11:24 AM

      Does anyone have any examples of how they set up their data for employee goals before the input into tableau?

       

      I'm a bit of a newbie at this and I cant seem to get anything to make sense?

       

      I have department and individual goals for 3 different categories!

       

       

      Thanks

        • 1. Re: Goal Data examples?
          Matthew Risley
          Matthew Risley Dec 15, 2016 12:24 PM (in response to Jessica Waydelis)

          Jessica,

           

          What kind of goals are you trying to set? Sales goals, Production level goals, etc.?

           

          Your question is more on the vague side of things. Could you give us some more scope to what you are trying to achieve?

           

          Best,

          --Matt

          • 2. Re: Goal Data examples?
            Jessica Waydelis
            Jessica Waydelis Dec 23, 2016 7:29 AM (in response to Matthew Risley)

            Sales goals, I have a current workbook that has their actual sales (New Members for example) I then need to have it so it shows what their status is on the goal.

             

            I would need to be able to show it as percent to goal, and count to goal, as well as be able to change the time frame of them so I take our quarterly goal number and split it into months.

             

            Just not sure how to get started with the actual data of it, and then how to visualize it in tableau!

             

            Sorry for the vagueness, I read a post about new people being to vague immediately after I posted this!