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How to Show KPIs & Sparklines in the Same Graph 

Andy Kriebel
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#TableauTipTuesday: How to Show KPIs & Sparklines in the Same Graph
Sample data set - data.world/vizwiz/sample-stoc...
Download the workbook here - www.vizwiz.com/2015/09/kpisan...

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7 июл 2024

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Комментарии : 84   
@firstname4337
@firstname4337 26 дней назад
one of the most helpful tableau videos on the tube
@shaunapplegate
@shaunapplegate 6 лет назад
Why, why, why? Why is it so easy? This is a video that every Tableau user that does analytics should watch. Great work and thank you!
@ambroseebale
@ambroseebale 5 лет назад
That was my reaction exactly.
@minnisong6143
@minnisong6143 4 года назад
you are incredibly amazing!! i cant wait to see you publish more! huge fan here!
@cageybee777
@cageybee777 8 лет назад
Very good! I'll have to watch it few more times. Thanks.
@ndebose3897
@ndebose3897 6 лет назад
You're going to make me look like a rock star. Thanks Andy!
@stekim
@stekim 7 лет назад
Lot's of good ideas in here, thanks Andy.
@prosheged
@prosheged 6 лет назад
This is a great video! great stuff in this video. Thks Andy!
@hnjonesf
@hnjonesf 2 года назад
Wow, you are really great at showing me the flow and why behind your creations.
@vizwiz
@vizwiz 2 года назад
That’s very kind of you, thanks!!
@kuokkae
@kuokkae Год назад
Simple and concise, thanks for the tips Andy
@vizwiz
@vizwiz Год назад
You bet!
@jeremiahperkins6499
@jeremiahperkins6499 3 года назад
Awesome Video! Will be using this on my next KPI Dashboard!
@yolindaburns3447
@yolindaburns3447 3 года назад
Love your videos! Keep them coming!!!!
@barretthooper9207
@barretthooper9207 7 лет назад
Keep up the good work.. your videos are awesome!
@FernandoCanoG
@FernandoCanoG 7 лет назад
WOW! Great video!
@saydeeztee
@saydeeztee 9 месяцев назад
I just love your videos! Thank you!
@srinivasalr
@srinivasalr 8 лет назад
Incredible !
@rogerjackls3995
@rogerjackls3995 5 лет назад
Hi Andy, I have converted measure to discrete measure and dragged at rows field. Once I dragged at row field the discrete measure value has splitted into different months instead of one value, even for sparklines also. In columns I kept date in month format.
@menschnars
@menschnars 8 лет назад
great job!
@formerlyknown209
@formerlyknown209 7 лет назад
very useful tips, thanks.
@f2zzcsm
@f2zzcsm 7 лет назад
Really nice detail introduction! Thanks! Question, if I have a general Date which longer than my [Sales]'s date, how could I fetch the date of first non-zero data in my [Sales]? Try to create a first non-zero date, let's say Start Date, then build a 3,6,9 month interval from the Start Date, finally find the max value of that interval and highlight. Thanks a lot.
@Geronimo511
@Geronimo511 3 года назад
Great video, creating one table seems to work great when all the metrics are uniform like stock data and not pre-aggregated. Any idea how this could be done against multiple metrics that are pivoted into two columns (Metric name|Metric Value) but a mix of pre-aggregated and non aggregated data such as Total Social Followers on a specific day and Sum(Sales)?
@donquach4254
@donquach4254 7 лет назад
thank you!
@LeonardoJunio1910
@LeonardoJunio1910 5 лет назад
fantastic!
@7116matrix
@7116matrix 7 лет назад
Hi Andy, thanks so much for these videos, all of them very useful. I am trying to apply your method to my particular case; however, the KPI calculations for each graph show two panes. It seems Tableau is splitting the chart into two. The first pane shows Null in the KPI column along with the line chart with prior data. The second pane shows the KPI value along with a dot that represents the value of the KPI in another chart. I hope this makes sense. I am using lookup function to find the value that I am looking for (which is already an aggregated variable). This is how my Lookup function looks like LOOKUP(IIF(ATTR([cf_fyear])=ATTR([cf_current year]), [cf_turnover rate type], null). [cf_turnover rate type] is a calculated variable. is this causing that the chart splits into two? Any help would be greatly appreciated. Thanks
@venkateshannem632
@venkateshannem632 7 лет назад
Hi Andy, is it possible to apply conditional formatting on % change value (negative red and positive green)
@pulakverma1670
@pulakverma1670 3 года назад
You are awesome ... Very useful 👍
@Dalex0592
@Dalex0592 5 лет назад
Hello great video! I was wondering how would the calculation look like if I wanted to use a count distinct on a dimension for last week volume? Getting aggregate errrors
@ralphholcomb6154
@ralphholcomb6154 7 лет назад
Thanks, Andy, for your video showing how to create KPIs and Sparklines in the same graph. NOW, I want to turn my % change from last time period column into a horizontal bar graph with positive or negative percentages on the X-axis, so when people click on the "% change..." sorter you get a nice Pareto chart next to the sparkline with ranges from most positive to most negative. I can almost do it: When I make % change continuous and put it next to the header in the columns shelf, I get a second chart to the left of the sparkline with % change in the x-axis, but my results are weird: say, when % change is -10%, it shows a vertical bar at -10% instead of a horizontal bar extending from zero to -%10. I can't figure out how to tell Tableau I want a horizontal bar chart at that point. Any ideas?
@dspk2002
@dspk2002 Год назад
Superb!
@juprisupriadi175
@juprisupriadi175 3 года назад
Thank you
@jpovikes
@jpovikes 4 года назад
how would you sum each column if you wanted to see how your stocks did in total? love this video!
@VinayVinay444Vinay
@VinayVinay444Vinay 6 лет назад
Hi Andy thanks for this, is it possible to add top 5/10 feature to this chart? i tried this but hitting issues.
@madhuramachandra3692
@madhuramachandra3692 9 месяцев назад
Hi Andy, Thank you for the video. It was very informative. Is there a video that says how to color code those KPIs in the table? For example If I need to color code Last week Volume green if it above a certain value and red if it is below a certain value, will I be able to do that? Thanks in advance.
@Hema188
@Hema188 2 года назад
windows function is my key to the project currently working on. after almost 2 weeks struggle I have reached the right video. Awesome. Thank you:) I need to have bar graph and sparkline in same sheet for the same measure is this achievable.
@vizwiz
@vizwiz 2 года назад
Yes. Dual axis chart.
@sunilrana4u
@sunilrana4u 2 года назад
Brilliant
@joefromdc
@joefromdc 5 лет назад
Question - have you done a how to video or pdf on doing the simple stuff in tableau Ex. 1. Create header 2. Use dimension to sort on the row shelf.
@BeccaL2016
@BeccaL2016 7 лет назад
Thanks! Really great showcase! Question: what's "prior week volume"? Is that the week volume before the last week?
@vizwiz
@vizwiz 7 лет назад
In this case prior week means 1 week farther back than the latest complete week.
@horacio_llegolamiel3758
@horacio_llegolamiel3758 4 года назад
I would love to see a tutorial from the 3 persons that disliked this video
@agape13
@agape13 3 года назад
🏆
@indiraramirez4352
@indiraramirez4352 7 лет назад
Wooow!
@sauravkumar012
@sauravkumar012 4 года назад
Can we add last month and last year sales in it along with week in the same graph??
@HoangNguyen-pm8cc
@HoangNguyen-pm8cc 3 года назад
why do we need the window_sum to make the last week dimension?
@aop2182
@aop2182 5 лет назад
Can I have a follow up question? I want to conditionally color format the percentage change or add another indicator column with colored up and down arrow, is that doable?
@philosopher976
@philosopher976 3 года назад
Yes I have same question
@MrJohnDai
@MrJohnDai 7 лет назад
Thank you so much Andy, I'm wondering with sparklines in the same graph, would it be possible to color code the discrete values, e.g. the % change?
@vizwiz
@vizwiz 7 лет назад
In this setup, since they are discrete fields, you cannot color them by a value.
@MrJohnDai
@MrJohnDai 7 лет назад
thanks Andy, that's what I thought.
@philosopher976
@philosopher976 3 года назад
Thanks. How could you achieve that though
@chrisgray9500
@chrisgray9500 3 года назад
Hey Andy, this seems useful for showing a single KPI (Volume) - any way to replicate the same view for multiple KPIs? Only way I can think of is to repeat all of the calculated fields, for each Measure, on separate sheets and combine.
@vizwiz
@vizwiz 2 года назад
That's correct, unless you pivot all of your measures into a single column.
@joseherrera9690
@joseherrera9690 2 года назад
Great video! What if I want to show an "Actual" and a "Target" column? The problem is, I have a single field containing all the values and a second field that identifies if the value is "Actual" or "Target". I am trying to use the "EXCLUDE" function but it is giving me a headache since the results are ATTR and they are not compatible with the function. Is there a workaround to avoid transforming my data?
@vizwiz
@vizwiz 2 года назад
Assuming you have a column named "Actual/Target", create two calculated fields. One will be something like IF Actual/Target = Target THEN Value END. And then another calc for Actual. This would then results in two columns instead of one and you could then compare those.
@philosopher976
@philosopher976 3 года назад
I assume this would also work with different measures as well? Like suppose you wanted to add stock price to the grid as wsll?
@vizwiz
@vizwiz 3 года назад
Yes
@freddiependarves8323
@freddiependarves8323 7 лет назад
Hi Andy, Is it possible with % change, on a month by month basis, have the numbers change either red or green to show a positive move or negative move. Also is it possible to plot a benchmark with the % change being relative to the benchmark?
@BeccaL2016
@BeccaL2016 7 лет назад
Do you have any tableau videos show to color your chart by conditions. Like poor performances are red, good is green?
@BeccaL2016
@BeccaL2016 7 лет назад
When the numbers in certain ranges?
@vizwiz
@vizwiz 7 лет назад
Many examples on my blog.
@kevmanh1461
@kevmanh1461 Год назад
The Datediff function seems not working properly if the MAX Date is less than 14 days of the current month.
@vizwiz
@vizwiz Год назад
What’s the calc you’re using?
@dheerajtuniki6492
@dheerajtuniki6492 3 года назад
how to make the line graph end point from a circle to a pointer/arrow
@vizwiz
@vizwiz 3 года назад
Change the Mark type to a shape and use an arrow.
@6toolbaseball
@6toolbaseball 3 года назад
I don't know why I'm finding Tableau functions harder to pickup than both Excel and R - in those programs you wouldn't need two sum functions (window_sum, sum) and both a null and a 0 in one formula. Guess I just need more practice, but the functions themselves don't seem very intuitive just yet.
@naveenreddyinus
@naveenreddyinus 3 года назад
Hi Andy, Is there any way to display KPI's to the right of Sparklines?
@vizwiz
@vizwiz 3 года назад
You could probably create additional columns with AVG(0) and then make each of those text mark type.
@naveenreddyinus
@naveenreddyinus 3 года назад
Thanks @@vizwiz . I was able to achieve it using your idea of AVG(0) public.tableau.com/profile/naveen.reddy#!/vizhome/Logic-SparklinesLineChart-DisplayLabelsattheendandDisplayKPItotherightofSparkline/SparklinesDisplayColumnontheRight I still have one small issue, which I am not able to figure it out. I have this text alignment issue where the FIRST and LAST value columns are lining (aligning) up with the Sparkline chart first and last value. I am unable control the alignment of these columns that are left and right to that of Sparkline chart. Any suggestions on it.
@udayabanunagarajan5401
@udayabanunagarajan5401 3 года назад
Awesome video. Where can I download the dataset?
@vizwiz
@vizwiz 3 года назад
I’ve added a link to the workbook in the description. The data set is Superstore that comes with Tableau.
@udayabanunagarajan5401
@udayabanunagarajan5401 3 года назад
@@vizwiz Thank you so much Andy..
@udayabanunagarajan5401
@udayabanunagarajan5401 3 года назад
@@vizwiz Hi Andy.. This dataset is with Stock data. I use Tableau public and I recently started using Tableau. It didn't come with stock data. Wondering if you could upload the dataset pls. ( Thanks in advance
@vizwiz
@vizwiz 3 года назад
@@udayabanunagarajan5401 Sorry about that! I've just uploaded it here - data.world/vizwiz/sample-stock-prices Also, if you download a workbook from Tableau Public, you can unzip it and the data will be there.
@udayabanunagarajan5401
@udayabanunagarajan5401 3 года назад
@@vizwiz Thank you Andy.. learnt lot of tips from this usecase.
@nehamishra8669
@nehamishra8669 4 года назад
Great video! Where can I find this dataset?
@vizwiz
@vizwiz 4 года назад
Hi Neha. If you download the workbook, unzip it, the data is included. Otherwise, it’s using Sample Superstore which comes with Tableau.
@mengxicaomolner
@mengxicaomolner 3 года назад
Was able to find it here! onedrive.live.com/view.aspx?resid=43EBDBC5D5265516!12533&ithint=file%2cxlsx&authkey=!ADsMkrHsEgp_Yrk
@kumarraj2012
@kumarraj2012 3 года назад
Hi Andy, can you please tell us how to calculate daily change? In my dataset there are weekends and holidays & hence I cant use Max Date - 1. There has to a better way to find the previous date with data. Thanks
@vizwiz
@vizwiz 3 года назад
This is solved on the forums I believe. Check there.
@kumarraj2012
@kumarraj2012 3 года назад
@@vizwiz thanks Andy. I have dug up a few forums and articles but haven’t found any help. When you time can you please refer to a forum/article?
@Green89_
@Green89_ 2 года назад
The way they sneak in these long ass commercials before these videos now is awful
@vizwiz
@vizwiz 2 года назад
It pays the bills.
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