Designing KPIs for Mobile

Luke Stanke returned for week 43 of #WOW2020 with a challenge focussed on building KPIs for mobile consumption.

In general this looked to be (and was) less taxing than some from previous weeks, but Luke did throw in some very specific requirements which did prove to be a bit tricksy.

To deliver this solution I built 8 sheets, 1 for each KPI heading and 1 for each bar chart. The dashboard then uses a vertical layout container to arrange the 8 objects in. A filter control on each bar chart determines whether the bar chart should ‘show’ or not. When a particular bar chart is displayed it fills up the space, which makes the display look to ‘expand’. Parameter actions are used to drive the ‘expand/collapse’ functionality.

The areas of focus for this blog are

  • Building the KPI chart
  • Formatting the Bar chart
  • Expand / Collapse function
  • Ensuring the KPI isn’t highlighted on selection
  • Making the display work for mobile

Building the KPI Chart

Because we have text on the left and the right, then I built this as a dual axis chart.

I’m going to build the Sales KPI.

I used MIN(1) on Columns, with Mark Type of bar, and fixed the axis to range from 0 to 1. SUM(Sales) is then added to Label, right aligned and formatted appropriately.

For the 2nd axis, we’re going to use MIN(0) positioned alongside MIN(1) on Columns, and this time, set the Mark Type to Gantt. I type the word ‘SALES’ into the Label field.

We also need to display a + or – icon on this label too. This will rely on a parameter that is going to be set.

Create a string parameter Selected Measure which is just empty.

For the icon, then create

Sales – Icon

IF [Selected Measure] = ‘SALES’ THEN ‘▬’ ELSE ‘✚’ END

I use this site to get the characters I use for these types of things.

Add Sales – Icon to the Label shelf of the MIN(0) axis, and position in front of the ‘SALES’ text.

If you show the Selected Measure parameter on the screen, and enter the word SALES, you’ll see the shape change to ‘-‘. Make this a dual axis chart and synchronise axis, and you should have the basis of the KPI (once all the axis have been hidden of course).

We also need to add an additional field onto the chart that we’ll need to use with the parameter action later.

Sales – String to pass

IF [Selected Measure] <> ‘SALES’ THEN ‘SALES’ ELSE ” END

When the Selected Measure parameter is empty (or contains another value), then this field will contain ‘SALES’ otherwise it’ll be blank.

Add this onto the Detail shelf of the ‘All’ Marks card (ie it needs to exist on both axes).

You essentially need to duplicate this sheet and build instances of the calculated fields for for Profit, Margin (SUM(Profit)/SUM(Sales)), and Customers (COUNTD(Customer ID)).

Formatting the Bar chart

Luke is very specific in his requirements that the axis tick for the bars displayed needs to be centred. This means there needs to be a continuous (green) pill on the date axis.

This very tiny requirement gave me a lot of grief 😦

I initially used MONTH(Order Date) (which will return numbers 1-12), but when I formatted the axis to First Letter, I get a D (for 0) and J (for 13) at each end.

Fixing the axis to start from 1-12 doesn’t work, as this chops off part of the first and last bars.

I tried a variety of mechanisms but to no avail. A chat with my fellow #WOW participant Rosario Gauna, who was also mulling over the issue eventually provided a solution, courtesy of Annabelle Rincon.

We need to use an ‘undocumented’ formatting option of mmmmm, which is the formatting for first letter. However, this doesn’t work with the above. I need to change the axis to use an actual date field (which was one of the mechanisms I’d already tried).

Baseline Date

DATETRUNC(‘month’,MAKEDATE(2019,MONTH([Order Date]), DAY([Order Date])))

This is taking every date in the data set, and ‘baselining’ it to all be on the same year (I chose 2019, but this could be any year you choose). The DATETRUNC is then setting all dates within the same month to be reported as being the 1st of the month.

Adding this to Columns instead as an exact date, and then formatting the axis and changing the Dates option to mmmmm will display the 1st letter

There is also a requirement to just show a label and tick mark for every other month, starting in Feb. You need to edit the axis, and on the Tick Marks tab

  • Set Major Ticked Marks to Fixed
  • Set the Tick Origin to 01 Dec 2018, and the interval to every 2 months (2 months after 1st Dec 2018 is 1st Feb 2019, so the F displays while the J for Jan doesn’t)
  • Set Minor Tick Marks to None

An additional ‘formatting’ setting I used on the bar charts was to fix the vertical axis to a number high enough to ensure the label always displayed after the bar and not in it. What this needs to be set to will vary and is only really noticeable once added to the dashboard, so may require some tweaking to get it correct.

Once again, you’ll need an instance of this bar chart for each of the measures Sales, Profit, Margin & Customers.

Expand / Collapse Function

On the dashboard, you need to use a vertical layout container, and place all the sheets in order underneath each other, so you have KPI, bar, KPI, bar etc.

Each bar chart needs a filter which will determine whether it shows any data or not. Create a calculated field

FILTER : Selected Measure

[Selected Measure]

On the Sales bar chart, make sure the Selected Measure parameter contains the value ‘SALES’, then add the Filter: Selected Measure to the Filter shelf and select the value SALES (it’ll be the only option available)

Then go to the Profit bar chart, and change the Selected Measure parameter to PROFIT. Now add the FILTER : Selected Measure to the Filter shelf and select the value PROFIT. If you switch back to the Sales bar, you’ll find the display is empty. Repeat this for the MARGIN and CUSTOMERS bar charts.

If you return to the dashboard you should find you probably have the 4 KPIs displayed and 1 bar chart showing. The final step is to add parameter actions.

For each KPI sheet, create a parameter action that targets the Selected Measure parameter by passing the relevant <Measure> – String to Pass field.

Ensuring the KPI isn’t highlighted on selection

I’ve used the True = False concept which I’ve applied multiple times to previous challenges.

Create a calculated field called True that just stores the value of True and and a calculated field called False that stores the value False. Add both of these to the Detail shelf of teach KPI viz.

Then on the dashboard, add a Filter action for each KPI sheet that goes from the KPI object on the dashboard to the sheet itself, passing the values Source: True = Target: False

Making the display work for mobile

This frustrated me no end. When I click on the Phone layout option (right image below), the layout container just doesn’t behave as it does on the Default view – the space for the bar charts is retained even when there’s no data.

I tried all sorts of combinations of containers to try to resolve this, and just couldn’t get it, and I struggled to find anything online that would help. I published to Tableau Public to test what the result would actually look like on my mobile, in the vain hope it might ‘just work’ but it didn’t 😦

When Sam Epley posted his solution, and I found it worked on mobile, I had to look. and found that you could just ‘delete’ the phone layout.

A couple of gems in this one that I need to store away for future! My published viz is here.

Happy vizzin’! Stay Safe!

Donna

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