Example: Building a sheet
This example shows you how to quickly build a sheet. If you want to follow along to replicate the example, the base app and data used are available from the business logic tutorial. For the business logic tutorial, see Tutorial – Customizing how Insight Advisor interprets data.
The sheet edit mode allows you to quickly develop useful visualizations. When you create a sheet, you should have an idea of the kinds of information you want to see. In this case, from the Tutorial - Business logic app we want to create a sheet that lets us exploration sales by different points of time. This sheet should let us see:
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A geographic representation of sales by country and city.
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Gross profits by sales office.
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Employee sales figures.
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The breakdown of specific products and categories.
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A filter so users can filter data by year, quarter, month, and week.
Example sheet

Creating the first visualization
For the first visualization, we will make a bar chart.
Do the following:
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In the Tutorial - Business logic app, create a new sheet.
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From Assets, in Charts, drag and drop a bar chart into the sheet.
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From Assets, in Fields, drag and drop SalesOffice on the bar chart and select Add "SalesOffice".
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From Assets, in Fields, drag and drop Gross Profit on the bar chart and select Add as measure > Sum([Gross Profit]).
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In the properties panel, click Sorting.
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Drag Sum([Gross Profit]) to the top of the sorting list.
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Click Appearance > Presentation.
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Select Horizontal.
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In the properties panel, click Appearance > Colors and legend.
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Under Colors, select to Custom.
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Select By dimension.
First visualization
Adding a map
With the bar chart made, we can next make a map that visualizes both countries and cities.
Do the following:
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From Assets, in Charts, drag and drop a map into the sheet.
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In the properties panel, click Layers > Add layer.
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Select Area layer.
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Under Dimensions, click Add and a select Country.
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Under Colors, select Custom, select By measure, and color by Avg(Sales).
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Click
to return to Layers.
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Click Add layer and select Point layer.
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Under Dimensions, click Add and select City.
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Under Colors, select Custom, select By measure, and color by Sum(Sales).
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Under Color scheme, select Diverging classes.
Sheet with map
Adding a filter pane and rearranging the row
Next, we will add a filter pane so we can explore the data in our visualizations by specific periods of time. We will also rearrange our row of visualizations.
Do the following:
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From Assets, in Charts, drag and drop a filter pane to the right of the map.
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Click Add dimension > click OrderDate > Year.
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Click OrderDate.autoCalendar.Year and under Title, enter Year.
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In the properties panel, click Add field > OrderDate > Quarter.
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Click OrderDate.autoCalendar.Quarter and under Title, enter Quarter.
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Click Add field > OrderDate > Month.
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Click OrderDate.autoCalendar.Month and under Title, enter Month.
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Click Add field > OrderDate > Week.
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Click OrderDate.autoCalendar.Week and under Title, enter Week.
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Click and drag the borders of the map and filter pane to resize them.
Adding a filter pane
Adding a new row with a table
We will add a new row of visualizations beneath the current row, starting with a table.
Filtered table

Do the following:
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From Assets, in Charts, drag and drop a table into the sheet.
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Click Add dimension > EmployeeName.
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From Assets, drag and drop SalesOffice onto the table and select Add "SalesOffice".
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From Assets, drag and drop Sales onto the table and select Add as measure > Avg(Sales).
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Select Avg(Sales) and under Number formatting, select Money.
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Under Format pattern, enter $ #,##0.00;-$ #,##0.00.
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From Assets, drag and drop Sales onto the table and select Add as measure > Sum(Sales).
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Select Sum Sales and under Number formatting, select Money.
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Under Number formatting, select Money.
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Under Format pattern, enter $ #,##0.00;-$ #,##0.00.
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In the properties panel, in Data, under Filters, click Add > Sales.
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Select Sales and select Condition as the filter type.
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Select Compare.
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Under condition, select > and Fixed value.
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Under Greater than, enter 0.
Adding a treemap
Now, we will add a treemap, so we can explore both our product categories but also the products within those categories.
New treemap

Do the following:
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From Assets, in Charts, drag and drop a treemap into the sheet.
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In the properties panel, in Data, under Dimensions click Add > CategoryName.
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Click Add > ProductName
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Under Measures, click Add > Gross Profit.
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Click and drag the on the borders of the table and treemap.