Latest Update: Version 1.3.15 - December 2024
Recent Improvements
Flexible Visualization Options - Switch between line, bar, and area charts instantly to best showcase your data trends. Perfect for different presentation contexts and stakeholder preferences.
Smart Period Comparisons - Automatically compare current performance against previous periods or same time last year. Instantly spot trends, growth patterns, and seasonal variations.
Professional Dashboard Integration - Seamlessly fits into any dashboard design with clean, modern styling. Automatically adapts to different screen sizes for consistent viewing experience.
Multi-Dimensional Analysis - Break down metrics by categories, regions, or teams. Get instant insights with built-in statistical summaries and performance indicators.
Key Capabilities & Use Cases
Rapid Deployment
Transform your Tableau dashboards in minutes with just two fields: Date + Measure. No complex calculations or multiple field setups required - maximum impact with minimal effort.
Beautiful Ready-Made Styling
Professional design right out of the box with consistent fonts, colors, spacing, and layouts. Elegant card designs that look great on any dashboard without additional styling work.
Period Comparison & Trends
Built-in comparisons display current vs. previous period with absolute and relative deltas. Automatic trend detection, goal completion tracking, and performance indicators.
Interactive Chart Types
Seamlessly switch between line and bar charts with one click. Fast rendering without data recalculation, maintaining color consistency and visual formatting across chart types.
Financial KPIs & Metrics
Perfect for revenue tracking, profit analysis, cost monitoring, and budget variance reporting. Built-in formatting for currency, percentages, and financial indicators.
Extensive Customization
Flexible grid layouts, adaptive mobile design, custom color schemes, and multiple granularity options (daily, weekly, monthly, quarterly, yearly). Full control over appearance and behavior.
Security & Support
KPI Cards Extension processes all data locally within your Tableau dashboard - no data is transmitted, stored, or downloaded to external servers. Built with enterprise-grade security including secure HTTPS communication and comprehensive input validation. I provide full implementation support including setup assistance, custom training, and ongoing technical guidance.
Installation Guide
Important: KPI Cards Extension is a worksheet extension, which means it integrates directly into your worksheets and requires minimal setup compared to dashboard extensions.
Configure Tableau Server/Online
Before installing the extension, your Tableau Server administrator needs to allow it:
- Navigate to Settings → Extensions in your Tableau Server/Online
- Click "Add URL" and enter:
https://kpi-cards-extension.netlify.app/ - Configure security settings:
- Full data access: Deny
- User prompts: Hide
This configuration ensures the extension can only access data you explicitly provide, maintaining your data security. Learn more about Tableau Extensions security.
Get the Manifest File
Contact me to receive the KPI Cards Extension manifest file (.trex) - this is a secure connector that enables Tableau to verify and communicate with the extension web application.
Prepare Your Worksheet
- In your Tableau workbook, create a new worksheet
- Add a Date field to Columns (e.g., Order Date, Transaction Date)
- Add a Measure field to Rows (e.g., Sales, Profit, Quantity)
- The extension will automatically configure your data for optimal KPI display
Note: The beauty of KPI Cards is its simplicity - just two fields are enough to create professional, interactive KPI dashboards. No complex calculations or multiple dimensions required.
Add Extension to Worksheet
- In your prepared worksheet, go to the Marks panel
- From the dropdown menu, select "Extension"
- Click "Choose an Extension"
- Select "Access Local Extensions" at the bottom
- Browse and select the KPI Cards Extension manifest file (.trex)
- The configuration window will open automatically
- Choose your preferred card layout and styling options
- Click Save
Once configured, KPI Cards Extension will transform your worksheet into beautiful, interactive KPI cards with automatic period comparisons, trend indicators, and professional styling.