The second sheet: Product Details

In the second sheet you will make a bar chart and treemap that focus on products. Then you will add filter panes so you can filter by date and region.

You will complete all work in editing mode.

Adding the bar chart

The next visualization is a bar chart showing the Top Sales. You will add an expression to the chart title so that it will include the total sales.

Do the following:

1. In the assets panel, open Charts.

2. Under Visualizations, drag a bar chart to the sheet.

3. Go to Master items and add Sales as a measure to the chart.

4. Add Margin as a measure to the chart.

5. Go to Fields and add Product Group as the dimension to the chart.

6. In the properties panel, under Appearance > Presentation >turn on Values labels.

7. Go to Appearance > General. Find Title, and click on .

   The expression editor opens.

8. This expression will resolve to show total sales:

   ='Total Sales: $'& Round(Sum(Sales)/1000000, 0.1) & 'M'

9. Click Apply.

Adding the treemap

Treemaps display hierarchical data by using nested rectangles. Use a treemap when space is constrained and you have a large amount of hierarchical data that you need to get an overview of. Treemaps should primarily be used with values that can be aggregated.

For more information, see Treemap.

In this treemap you will create a product hierarchy.

Do the following:

1. In the assets panel, open Charts.
2. Under Visualizations, drag a treemap to the area below the bar chart.

3. Go to Fields and add Product Group, Product Type, and Item Desc as dimensions to the treemap.

4. Go to Master items and add Sales as a measure. The treemap will be created.

5. Click Click to add title on the chart and add the title: Product Treemap.

6. Under Appearance > Colors and legend, set Colors from Auto to Custom.

7. Select By measure in the list.

8. Select the master measure Sales.

Adding the filter panes

The purpose of the filter panes is to filter out a limited data set, which you can analyze and explore.

For more information, see Filter pane.

You will now reuse the Period filter pane and the Region filter pane that you saved as master items.

Do the following:

1. Resize the bar chart and treemap so that there is space on the left for two filter panes.

2. In the assets panel, click to open Master items.

3. Click Visualizations.

4. Drag the filter pane Period to the sheet and resize it.

5. Drag the filter pane Region to the area below Period and resize it.

This sheet is complete. In the assets panel, click Sheets and select Customer Details to move to that sheet.