Set Goals and Thresholds for Tableau Next Metrics

When you set a goal, you see your progress toward that goal on your Tableau Next Following page. And thresholds give more context to your metric's value. For example, you can create thresholds for performance ranges, such as "healthy," "at risk," and "critical." You can set thresholds with or without goals. And you can also set goals without thresholds.

Required Editions

View supported editions.
User Permissions Needed
To create goals: Tableau Unmetered Consumer or Tableau Next Consumer or Tableau Unmetered Self-Service Consumer or Tableau Next Self-Service Consumer permission set
  1. Open a metric from the Tableau Next Following page. Analysts can also add a goal or thresholds when creating a metric.
  2. From the Metric page, apply filters and set the time range, if you want.
  3. Click Set Goal.
  4. Select a color, enter the goal’s label, choose an operator, and enter a value. You can enter positive numbers, negative numbers, or 0 as values.
  5. Optionally, you can show the pace to the goal based on the forecast for your metric’s value.
  6. To add thresholds, select a color, enter the threshold’s label, choose an operator, and enter a value. You can enter positive numbers, negative numbers, or 0 as values. Add up to five thresholds by clicking Add Threshold.
  7. Click Save.
The goals and thresholds window shows a goal of 350,000 with a blue reference line. There are thresholds for healthy, at risk, and watch.