7 Replies Latest reply on Jun 25, 2018 11:43 AM by Hari Ankem

# Color based on performance and

Hello all,

I've run into a wall and am looking for input on how to basically recreate our department scorecard (currently in Excel and attached) in Tableau. While I'm more than open to new approaches and "looks" our Director does have requirements that he is not willing to bend:

• Each division can be it's own sheet (as shown in the tabbed Excel workbook)
• Each measure must show the last 12 months, the running 12-month average, and the 12-month average as compared to the measure goal
• A summary sheet showing the total number of measures that are meeting/exceeding the goal (Green), between meeting and 90% of meeting the goal (Orange), and less than 90% of meeting the goal (Red)

Another issue is that some measures are "less than XX"  (as shown in the attached workbook.

Any thoughts/help/insights on this are GREATLY appreciated. Again, I've attached my Tableau workbook as well as the Excel workbook that I need to emulate.

Eric

• ###### 1. Re: Color based on performance and

Will this work?

• ###### 2. Re: Color based on performance and

This looks like it's definitely on the right track---

• ###### 3. Re: Color based on performance and

Then, here you go. The updated workbook is attached.

• ###### 4. Re: Color based on performance and

Hari,

Thank you so much--exactly what I was looking for.

One question--if the goal is "X" or less (for example, in Community Support Services the measure Claim Rate is 8% or less) how would I build that out to be correct with the "stoplight".

I'm ok with having to build a separate sheet and just aligning them on the dashboard if necessary...

• ###### 5. Re: Color based on performance and

I didn't understand the question. Can you please explain what's needed here?

• ###### 6. Re: Color based on performance and

So for this example: Claim Rate, the goal is 8%or less. Currently it is showing as meeting because our results are around 11%. In reality we are above the goal of 8% or less for this measure. I have a few other measures that are similar, for example we need to do something in 10 days or less, so meeting or exceeding would be any result of 10 or fewer days.

Does that clarify?

• ###### 7. Re: Color based on performance and

Not really. I still do not know what needs to be done. When the results are above the goal, do you need them colored in a different way? What has time got to do with the computation? Do you have any specific business logic that needs to be applied here?