Tableau KPI Definition and Calculation Specification
Write exact definitions before building calculated fields.
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Write a KPI specification for Tableau. KPIs wanted: [KPIS]. Source fields: [FIELDS]. Business rules: [RULES]. Time grains: [TIME_GRAINS]. No calculation without a written definition; list ambiguous terms to settle with the business. Table per KPI with the definition in a sentence, formula in words, Tableau calculation outline [VERIFY syntax], filters, level of detail, handling of nulls and zero denominators, time comparison rule, target, owner and review date. Full worked specification for Conversion rate: orders divided by sessions in the same period; numerator is the count of distinct orders with status completed; denominator is the count of sessions excluding internal traffic; filters date range and channel; show blank when sessions are zero; compare with the previous period of the same length. Example: 40 orders from 800 sessions is 5.0 percent; the previous period 36 of 900 is 4.0 percent; the change is +1.0 point, or +25 percent relative. Test plan comparing Tableau results with five invented rows and the expected result. Platform names, menus and defaults change; mark anything unconfirmed [VERIFY].
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