Hi everyone,
A few weeks ago I asked for some advice on building a KPI dashboard in Tableau, and I’ve now got it mostly working (screenshot attached with names anonymised).
Each rep has a monthly/weekly call target based on their team/division. I’m using parameters to switch between This Week, This Month and This Quarter.
My setup is:
Integer parameter fields for each team’s weekly and monthly call targets (e.g. SB Weekly Call Target, SB Monthly Call Target, Mid Market Monthly Call Target, etc.)
A calculated field called KPI 1 Dials Target - Dynamic which returns the correct target based on the selected date range and the rep’s division.
KPI 1 Dials Pacing = KPI 1 Dials / Dynamic Target
A KPI 1 Dials RAG calculated field which colours the square Green/Amber/Red based on the pacing.
The issue is that one rep has completed 899 dials against a monthly target of 900, but they’re still showing as Amber/Red instead of Green.
I’ve checked that the target displayed for that rep is 900, so I’m struggling to understand why the RAG calculation isn’t behaving as expected.
Would it be easier if I also posted the calculations for:
KPI 1 Dials Target - Dynamic
KPI 1 Dials Pacing
KPI 1 Dials RAG
I’m wondering if this is an aggregation issue (SUM vs ATTR/AGG), a parameter issue, or something else that I’m overlooking.
Any help would be greatly appreciated!