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You're reading from  Tableau 10 Business Intelligence Cookbook

Product typeBook
Published inNov 2016
PublisherPackt
ISBN-139781786465634
Edition1st Edition
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Authors (2):
Donabel Santos
Donabel Santos
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Donabel Santos

Donabel Santos is a self-confessed data geek. She loves working with data, writing queries, and developing reports on her SQL Server databases, and exploring and visualizing data with Tableau. She is the principal and senior business intelligence architect at QueryWorks Solutions, a Tableau Learning and Alliance partner in Vancouver, BC, Canada, providing consulting and training services. She has spent years in consulting and has developed a variety of solutions for clients in different verticals—finance, manufacturing, healthcare, legal, higher education, and local government. Donabel is a multi-year Microsoft Data Platform MVP (previously known as SQL Server MVP) and has extensive experience in the SQL server in different areas, such as development, administration, data warehouse, reporting (SSRS), tuning, troubleshooting, XML, CLR, and integration with ERPs and CRMs using PowerShell, C#, SSIS, and Power BI. One of Donabel's passions is teaching and sharing her love for data. She is a Tableau Certified Professional and a Tableau accredited trainer, delivering Tableau public and on-site client training. She is also the lead instructor for a number of courses at British Columbia Institute of Technology (BCIT), including Applied Database Administration and Design (ADAD) and Applied Data Analytics (ADA) programs. She teaches SQL server administration, development, integration (SSIS), data warehouse foundations, and visual analytics with Tableau. Donabel has also authored three other books with Packt Publishing: SQL Server 2012 with PowerShell V3 Cookbook, PowerShell for SQL Server Essentials, and SQL Server 2014 with PowerShell V5 Cookbook. She also contributed a chapter to Manning Publications' PowerShell Deep Dives.
Read more about Donabel Santos

Paul Banoub
Paul Banoub
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Paul Banoub

Contacted on: 18/12/2015 for Mastering Tableau 10 [video]
Read more about Paul Banoub

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Creating a KPI text table


Key performance indicators, or KPIs, are metrics that indicate how well an organization is performing against its objectives. KPIs are typically represented as easily understandable color-coded symbols in a dashboard. For example, a red circle could mean that area is not meeting objectives, while a green circle does.

In this recipe, we will show the top 10 New York restaurant cuisines based on their average inspection scores from 2012-2016 in a text table with KPIs.

Getting ready

To follow this recipe, open B05527_02 – STARTER.twbx. Use the worksheet called KPI Text Table, and connect to the DOHMH New York City Restaurant data source.

How to do it...

The following are the steps to create a KPI table:

  1. From Dimensions, drag Inspection Date to the Filters shelf.

  2. When prompted on what to filter, choose Years.

  3. In the next window, under the General tab, select all years except 1900.

  4. From Dimensions, drag Inspection Date to the Columns shelf.

  5. From Dimensions, drag Cuisine Description...

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Tableau 10 Business Intelligence Cookbook
Published in: Nov 2016Publisher: PacktISBN-13: 9781786465634

Authors (2)

author image
Donabel Santos

Donabel Santos is a self-confessed data geek. She loves working with data, writing queries, and developing reports on her SQL Server databases, and exploring and visualizing data with Tableau. She is the principal and senior business intelligence architect at QueryWorks Solutions, a Tableau Learning and Alliance partner in Vancouver, BC, Canada, providing consulting and training services. She has spent years in consulting and has developed a variety of solutions for clients in different verticals—finance, manufacturing, healthcare, legal, higher education, and local government. Donabel is a multi-year Microsoft Data Platform MVP (previously known as SQL Server MVP) and has extensive experience in the SQL server in different areas, such as development, administration, data warehouse, reporting (SSRS), tuning, troubleshooting, XML, CLR, and integration with ERPs and CRMs using PowerShell, C#, SSIS, and Power BI. One of Donabel's passions is teaching and sharing her love for data. She is a Tableau Certified Professional and a Tableau accredited trainer, delivering Tableau public and on-site client training. She is also the lead instructor for a number of courses at British Columbia Institute of Technology (BCIT), including Applied Database Administration and Design (ADAD) and Applied Data Analytics (ADA) programs. She teaches SQL server administration, development, integration (SSIS), data warehouse foundations, and visual analytics with Tableau. Donabel has also authored three other books with Packt Publishing: SQL Server 2012 with PowerShell V3 Cookbook, PowerShell for SQL Server Essentials, and SQL Server 2014 with PowerShell V5 Cookbook. She also contributed a chapter to Manning Publications' PowerShell Deep Dives.
Read more about Donabel Santos

author image
Paul Banoub

Contacted on: 18/12/2015 for Mastering Tableau 10 [video]
Read more about Paul Banoub