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Hi Michael, 

You can build this using a dual-axis pie chart approach in Tableau. 

Create calculated fields for each range (Red, Orange, Green) and use them to build the background segments, then overlay another pie or shape mark for the indicator/needle. 

For your ranges: 

* 0–70% = Red 

* 71–94% = Orange 

* 95–100% = Green 

A lot of people use calculated angles + dual axis to create the speedometer effect. 

This tutorial may also help: the Flerlage Twins gauge chart examples are very good.

Hello @manjari malayala

Unfortunately, you cannot enable/disable the Forecast feature in Tableau based on a parameter. However, the following trick might be helpful. 

You can create two versions of your worksheet, one of which includes the forecast, and the other which does not. Based on your time parameter, you can choose which of the two should be displayed on your dashboard. 

I have recreated your time parameter as such, with "Month", "Year", "Quarter to Date" and "Life to Date" values. 

Then, by creating a boolean calculated field based on this parameter, we build a Display Filter that determines whether each graph will be displayed. Here's what I created, as an example. The calculated field returns "False" when your time parameter is LTD, and "True" for the rest ("Month", "Year", "QTD"). 

Switch to your sheet that has Forecast enabled, set your Time Parameter to one of "Month", "Year", or "QTD"; and then drag the newly created Calculated Field as a filter. 

Switch to your graph with No Forecast, set your Time Parameter to "LTD", and repeat the same. This time, your calculated field should show up as being set to False. 

Finally, create a new dashboard, and add a Vertical Container. Then add both your "Forecast", and "No Forecast" graphs into the newly created Vertical Container. Finally, enable your "Time Parameter". 

Now, you should be able to switch between graphs based on your parameter.

For finishing touches, you can disable headers or Titles for the graphs, giving the dashboard a clean, seamless look.

I am attaching a sample workbook as a reference. Hope this helped. 

Hello. It is absolutely possible to make such a graph in Tableau. 

I made a simple recreation using Tableau's Sample Superstore data.

I used the same techniques that Dan mentioned in his answer: Dual Axis and Measure Values. Here are the concrete steps to make such a graph. 

1. Making the Box Plot: 

a. Drag your numeric field to Rows (in my case I'm using Discount Rate). From the drop-down, ensure that is is set to be a "Dimension".

b. Drag your date field to Columns. From the drop-down, set your date column to be per Year+Quarter, and be Discrete (This is important).

c. Switch to the Analytics panel, and double-click "Box-Plot" under "Summarize". This should create a Box Plot with the default settings.

d. Hover over one of the boxes of the Box Plot, right-click on it and click "Edit" 

In the dialogue box that appears, set it such that the Whiskers extend to: "Maximum extent of data", and check the "Hide underlying marks" option, and click "OK"

e. This should give you a clean Box Plot. 

2. Statewide and Facility-wide Annotations 

a. Create two calculated fields using a FIXED LOD as such (Right Click in the empty space on the "Data" panel on the left side, and click "Create Calculated Field") :

{ FIXED [State/Province]: AVG([Discount]) }

I named this field: "State Average Discount" 

Similarly using another FIXED LOD, I created "Subcategory Average Discount" 

 b. Drag your two new calculated fields towards the right-edge of the graph. This should allow you to add more measures to your graph.

This should create a Dual Axis graph with Measure Values and Measure Names. Following this, change your mark type to "Shape"

c. Drag "Measure Names" to both "Color" and "Shape". This should give you different shapes and colors for both your averages.d. Finally, right-click on the right-side Y Axis and click on "Synchronize Axis". This should put your values on the same scale and give you your requested graph.

e. For finishing touches, you can choose to hide the right side Y-Axis; Change the colors and/or the shapes of the marks. If you want the exact graph that is in your picture, you can even "disable" the box of the Box Plot with the right color settings. (Such as a very low opacity)

Hope this helped! I am also including a sample workbook if you would like to take a look at the graph directly. 

@Robert Wilson

Hi, as you were using the Cover Image (4), this was set to 1350 x 840. So, I replaced the Cover with the Cover Image that was set to 1200 x 800. 

Thus: 

a. Setting all dashboards to the same size is correct.  In your case, your Cover Image (4) was 1350 x 840, so this forced you to use a 1400 x 1000 size in the Story.  Using the Cover Image instead, you may reduce the size of Story. 

b. As a recomendation for story, you can manage +30px of your base width (1200px + 30 px) and for the height your base height + 175px (800px + 175px).  Following this guidelines you may use a bigger size for the width or height. However, make sure all the pages (Dashboards) uses the same size. 

If this post resolves the question, would you be so kind to "Accept this Answer"?. This will help other users find the same answer/resolution and help community keep track of answered questions. Thank you. 

Regards, 

Diego Martinez 

Tableau Visionary and Tableau Ambassador 

@Allan Palmes

Hi, 

the post you referenced is from 2021. At that time, there was only a Sharepoint List Connector (JDBC driver based) that was therefore limited. 

Since Tableau Server v. 2023.1 and above, there is a consolidated connector called "OneDrive and Sharepoint Online" based on Microsoft authentication and that allows the users to reference online excel files, that would reflect live changes (because I will assume that what you want to achieve; if your excel file can remain static, then that it is easy as it can be embedded in the workbook or even have an extract created on top of it). 

Coming back to the "live" approach, another alternative is indeed a windows fileshare path in UNC path reference (so

But either it is about 1)  "OneDrive and Sharepoint Online" connector or 2) Windows FileShare, in order for it to work from Tableau Server perspective, you cannot do this out of the box. I don't know what is your role, but the Tableau Server Admin needs to take ownership as it requires additional setup and configuration (Microsoft OAuth Integration for 1. and Whitelisting / IT Networking for 2.) 

That was a high level description. Feel free to comment.  

I'm sure

has a more user friendly answer in his bag-back :)