Parameter in calculated fields in Tableau - Dashboard Guide

Dashboard Mode - Parameter in calculated fields

Business Question

How can we use a parameter to dynamically change the sales target and see which products meet or exceed this target?

Sample Data

Product	Category	Sales
Chair	Furniture	250
Desk	Furniture	450
Pen	Office Supplies	150
Notebook	Office Supplies	300
Phone	Technology	600
Monitor	Technology	400

Dashboard Components

• KPI Card: Average Sales
  Formula: AVG([Sales])
  Result: 358.33
• Parameter: Sales Target
  Type: Integer
  Current Value: 400
  Allows user to set a sales target dynamically
• Calculated Field: Meets Target
  Formula:
  IF [Sales] >= [Sales Target] THEN 'Yes' ELSE 'No' END
  This field marks products that meet or exceed the target
• Bar Chart: Sales by Product
  X-axis: Product
  Y-axis: Sales
  Color: Meets Target (Yes=green, No=red)
  Shows which products meet the dynamic sales target
• Table: Product Sales and Target Status
  Columns: Product, Sales, Meets Target
  Shows detailed data with dynamic target status

Dashboard Layout

+----------------------+----------------------+
|      KPI Card        |    Sales Target      |
|   (Average Sales)    |    (Parameter)       |
+----------------------+----------------------+
|                                              |
|              Bar Chart: Sales by Product      |
|                                              |
+----------------------------------------------+
|        Table: Product Sales and Target Status |
+----------------------------------------------+

Interactivity

The Sales Target parameter lets users change the sales goal number. When the parameter changes:

• The Calculated Field 'Meets Target' updates for each product.
• The Bar Chart colors update to show which products meet the new target.
• The Table updates the 'Meets Target' column accordingly.
• The KPI Card (Average Sales) remains static as it shows overall average sales.

Self Check

If you set the Sales Target parameter to 300, which products will show 'Yes' in the 'Meets Target' column?

Answer: Desk (450), Notebook (300), Phone (600), Monitor (400) will show 'Yes'. Chair (250) and Pen (150) will show 'No'.

Key Result

Dashboard shows sales by product with a dynamic sales target parameter highlighting which products meet or exceed the target.