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Topics#Tableau Desktop & Web AuthoringFrage von Michelle Hernandez
Michelle Hernandez fragte in #Tableau Desktop & Web Authoring
5. März 2024, 23:35

Actions, Reference Lines, & Banding based off of user filtration

Hello,

 

I'm working on a dashboard that I did not create so there's a bit of a learning curve with the setup and parameters that are in place.

 

This metric displays stacked columns that show many calls and the type of calls that are coming through each callboard. Currently there is a target goal of 2.5mins or less per call with a success rate of 85%. The performance to target displays the success rate with banded colors meanwhile the dept performance displays the stacked columns and a reference line set to 2.5mins

 

Upper management wants to set some new thresholds, but I'm unsure of how to approach them.

Is there a way to have the target line and color banding change based on what dept is in view?

 

For example, we have a filter that allows us to see how the department is doing at an all-up view or by each function. If I were to select function "A" I would be able to see all the calls and success rate of this function only, so on and so forth.

 

Is there a way to:

Have the target line change based on what function is currently being viewed?

  • Function A Target = 2.5min
    • Function B Target = 3min
    • Function C & D Target= 10min

 

Have the success rate color banding change based on what function is currently being viewed?

  • Function A Success Rate =90%+ green, 80%-90% yellow, 80% below red
    • Function B Success Rate =85%+ green, 60%-85% yellow, 60% below red
    • Function C & D Success Rate =80%+ green, 55%-80% yellow, 55% below red

 

Would this be achieved by having the parameters tied to the Call Board field that contains what Dept & Function is currently filtered?

 

I hope that makes sense. Unfortunately, I have no way of attaching a copy of the workbook...

 

Edit to add: At an all up view, Is it possible to have the reference line and color banding be the avg success rate and target of Function A-D?

3 Antworten
  1. Viviane Lefebvre (Batt Advisors)
    6. März 2024, 00:25

    Hi @Michelle E​ 

    Based on what you're saying, I'd say you could create multiple field to create your target and bands based on a parameter

    Hi @Michelle E​ Based on what you're saying, I'd say you could create multiple field to create your target and bands based on a parameterYou could have something like //TargetIF [Segment Parameter]='CYou could have something like 

    //Target
    IF [Segment Parameter]='Consumer' THEN 100000
    ELSEIF [Segment Parameter]='Corporate' THEN 120000
    ELSE 50000
    END
     
    //Band 1
    IF [Segment Parameter]='Consumer' THEN 0.90*AVG([Target])
    ELSEIF [Segment Parameter]='Corporate' THEN 0.80*AVG([Target])
    ELSE 0.70*AVG([Target])
    END
     
    //Band 2
    IF [Segment Parameter]='Consumer' THEN 0.80*AVG([Target])
    ELSEIF [Segment Parameter]='Corporate' THEN 0.75*AVG([Target])
    ELSE 0.50*AVG([Target])
    END

    This way the zone and lines will be linked to this calculation related to your parameters.

     

    Find my example attached,

     

    Hope it helps,

    Viviane

     

    _ _ _ _

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    example.twbx
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