Tableau Next metrics on semantic models for field KPIs
Key Takeaway
Build each KPI once as a Tableau Next metric on a semantic model. The followed-metrics tab in the Life Sciences Cloud mobile app lists the metrics each user follows, so a shared metric appears on a user's tab after that user follows it in Tableau Next.
A Tableau Next metric is a business KPI, such as total sales tracked monthly, that you define on a semantic model so everyone measures it the same way. In Life Sciences Cloud, you design these metrics in Tableau Next on top of Data 360 data. Field users then see them in the Life Sciences Cloud mobile app in one of two places: on a tab of the metrics they follow, or in a Tableau Next Metric component on a Lightning page.
What a Tableau Next metric is
A metric is a business KPI that you track over time to assess performance or business processes. A metric is derived from one or more measures.
A metric also carries business context. The context includes the sentiment, which says whether up is good or bad. It also includes the aggregation (sum, non-cumulative, average, minimum, or maximum).
Every metric pairs what you are tracking with the time frame you measure it over. You set a measure or calculated field that represents the KPI. You also set a time dimension, such as daily, monthly, or yearly, that tracks the KPI's progression.
Your team wants to track rep call activity, so you create a metric named Calls per Month. The measure counts completed calls, and the aggregation is sum. The time dimension is monthly, so you see one value for each month. You set the sentiment so that up is good, because more calls is the goal.