KPI in the Title of Your Worksheet?!

What if you wanted to reduce the number of worksheets you have in a dashboard. Did you know that you can put your KPI in the title of a worksheet? I found this idea from Sebastine Amede's Tableau Public dashboard 20 KPI Cards Using Only Table Calculations here.

Printscreen of his Tableau Public dashboard

He has quite a few different options for displaying this "all in one" concept. He is only displaying the metric Profit, so I wanted to see if I could replicate it, but with more Sample Superstore metrics.

Print screen of my dashboard in Tableau Public

I created the following Tableau Public dashboard here. I incorporated the following;

• Profit

• Sales

• Profit Ratio

• Orders

• Customers

• *Customer Frequency

• Spend per customer

• *Customer Recency

*Still working on these calculations. Customer Frequency, Spend per Customer and Customer Recency are also called "RFM scores" which are Marketing metrics. A great article on what these are is here.

I used date calculations as well as table calculations in this dashboard. In a past blog post here, I provided examples of how to find the month over month data.

This was a little complicated with figuring out the COUNTD calculations for Orders and Customers. I modified my data to have future dates and omit December 2025. I wanted to show you how to get the past year up to the current month total for more accurate year over year percentages.

When I first started building the year over year dual axis line/area charts, it would display a zero for December 2025. I wanted to get rid of this since that was a future month!

In order to figure out the distinct customer counts for the current year I had to modify my calculation to below;

Customers Current Year

IF

COUNTD(IF YEAR([Order Date])=YEAR([Latest Date])

THEN [Customer ID]

END) = 0

then NULL

ELSE

COUNTD(IF YEAR([Order Date])=YEAR([Latest Date])

THEN [Customer ID]

END)

END

I had a little help from AI for this one. It took me a couple of tries with arguing back and forth with AI to finally come to this conclusion!

I wanted to share in case you have run into this issue!

Feel free to download the workbook and provide me with any feedback! Thank you Sebastine for your awesome dashboard as inspiration!