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Dataware House Doc4

The document provides instructions for customizing a report dashboard with various visualizations to showcase key performance metrics. It includes steps to add a matrix, KPI cards, maps, treemaps, column charts, gauges, and formatting options. Additional steps have the user explore the data further by filtering selections and adding bookmarks and notes pages.

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UmER
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50 views

Dataware House Doc4

The document provides instructions for customizing a report dashboard with various visualizations to showcase key performance metrics. It includes steps to add a matrix, KPI cards, maps, treemaps, column charts, gauges, and formatting options. Additional steps have the user explore the data further by filtering selections and adding bookmarks and notes pages.

Uploaded by

UmER
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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For the final phase of the project, you can 

either follow the instructions to recreate the


report shown below, or design your own version -- the choice is yours!

1) Rename the tab "Topline Performance" and insert the Maven Market logo

2) Insert a Matrix visual to show Total Transactions, Total Profit, Profit Margin, and Return
Rate by Product_Brand (on rows)

Add conditional formatting to show data bars on the Total Transactions column, and color
scales on Profit Margin (White to Green) and Return Rate (White to Red)
Add a visual level Top N filter to only show the top 30 product brands, then sort
descending by Total Transactions

3) Add a KPI Card to show Total Transactions, with Start of Month as the trend axis and Last
Month Transactions as the target goal

Update the title to "Current Month Transactions", and format as you see fit
Create two more copies: one for Total Profit (vs. Last month Profit) and one for Total
Returns (vs. Last Month Returns)
Make sure to update titles, and change the Returns chart to color coding to "Low is
Good"

4) Add a Map visual to show Total Transactions by store city

Add a slicer for store country 


Under the "selection controls" menu in the formatting pane, activate the "Show
Select All" option
Pro Tip: Change the orientation in the "General" formatting menu to horizontal and
resize to create a vertical stack (rather than a list)

5) Next to the map, add a Treemap visual to break down Total Transactions by store country

Pull in store_state and store_city beneath store_country in the "Group" field to enable
drill-up and drill-down functionality

6) Beneath the map, add a Column Chart to show Total Revenue by week, and format as you
see fit

Add a report level filter to only show data for 1998


Update the title to "Weekly Revenue Trending"

7) In the lower right, add a Gauge Chart to show Total Revenue against Revenue Target
(as either "target value" or "maximum value")
Add a visual level Top N filter to show the latest Start of Month
Remove data labels, and update the title to "Revenue vs. Target"

8) Select the Matrix and activate the  Edit interactions option to prevent the Treemap from
filtering

9) Select "USA" in the country slicer, and drill down to select "Portland" in the Treemap

Add a new bookmark named "Portland 1000 Sales"


Add a new report page, named "Notes"
Insert a text box and write something along the lines of "Portland hits 1,000 sales in
December"
Add a button (your choice) and use the "Action" properties to link it to the bookmark you
created
Test the bookmark by CTRL-clicking the button
Find 2-3 additional insights from the Topline Performance tab and add new bookmarks
and notes linking back

10) Get creative! Practice creating new visuals, pages, or bookmarks to continue exploring the


data!

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