Skip to main content

The second sheet: Product Details

ON THIS PAGE

The second sheet: Product Details

This sheet focuses on the products.

Product Details sheet when editing sheet when editing
Product Details sheet when editing sheet when editing

Adding the filter panes

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

Do the following:

  1. In the assets panel, click Linked Object to open Master items.

  2. Click Visualizations.

  3. Drag the filter pane Period to the sheet and resize it according to the screenshot.

  4. Drag the filter pane Region to the area below Period and resize it in the same manner.

Adding the bar chart

The next visualization is a bar chart with the top sales.

Do the following:

  1. In the assets panel to the left, click Sheet to open Charts.

  2. Drag a bar chart to the sheet and place it to the right of the Period filter pane.

  3. Click Add dimension and select the field Product Group.

  4. Click Add measure and select Sales from the list Measures.

  5. In the assets panel to the left, click Linked Object to open Master items.

  6. Click Measures.
  7. Drag the measure Margin to the bar chart and select Add at the top.
  8. In the properties panel, click Appearance > Presentation and under Value labels select Auto.

  9. Resize the bar chart according to the screenshot.

  10. Copy the following string, and paste it as a title for the bar chart:

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

The bar chart is complete. By default, the measures are grouped when you add a second measure to a bar chart.

Adding the treemap chart

Treemaps are used to show hierarchical data. In this treemap you will create a product hierarchy.

Do the following:

  1. In the assets panel to the left, click Sheet to open Charts.
  2. Drag a treemap to the empty space on the sheet.

  3. Click Add dimension and select the field Product Group.

  4. Click Add measure and select Sales from the list Measures.

  5. In the properties panel to the right, under Data > Dimensions, click Add.

  6. In the list, select Product Type.

  7. Click Add again under Data > Dimensions and select Item Desc.

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

  9. Select By measure in the list.

  10. Resize the treemap according to the screenshot.

  11. Add the title Product Treemap to the visualization.

The treemap and sheet are complete. The next sheet is the final one. In the top right corner, click Next to move to the sheet Customer Details.