Data Analysis and Dashboards With Google Data Studio

Data Analysis and Dashboards with
Google Data Studio
By
Ian Littlejohn
www.datainsighttraining.com
Data Analysis and Dashboards with Google Data Studio
Table of Contents
Table of Contents
Introduction
Understanding the Google Sheet Data Set
Setting up the Connection to Google Sheets

Adding a New Data Source
Fields from the Data Source
Creating your First Report

Analyzing Data
Scorecards
Changing the Method of Aggregation

Custom Calculations
Review Custom Calculations with Tables
Comparisons to Previous Periods
The Date Range Filter
Filters
Styles
Year to Date and Month to Date Calculations
Filtering Scorecards
Tables
Formatting the Table
Display Previous Periods
Creating YTD, MTD and Other Time Intelligence
Time Intelligence for Tables
Trend / Time Series Graphs

Changing the Time Frame
Styles and Formatting
Formatting the Axis
www.datastudiotraining.com Page - 1
Column and Bar Graphs

Stacked Column Graphs
100% Stacked Column Charts
Practical Activity
Pie Graph Visualization

Properties of the Pie Graph
Mapping and Geographical Analysis
Scatterplot
Scatterplots with Filters
Creating the Interactive Dashboard and Sharing
Introduction
Welcome to the Data Analysis and Dashboards with Data Studio course. We are
very excited to teach you how to use Data Studio to analyze the data in your Google
Sheets spreadsheets.
In this course we are going to teach you how to create reports, graphs and
interactive dashboards from your Google Sheets data. We will be using a Sales data
set as an example for the course.
Google Data Studio is still a very new product. Launched in 2016 Data Studio brings
the ease of use, collaboration and sharing that has made Google products so
powerful. Data Studio also runs completely in the cloud which makes any updates
easy to implement and distribute to users.
Understanding the Google Sheet Data Set

The first step is to confirm that your data has been correctly setup in Google Sheets
for analysis, reporting and creation of dashboards.
Your data needs to be setup in the same manner as a database would store data.
This means that data is stored in tables, fields and records.
The following rules should be used for setting up your data source in Google Sheets:
1. Each column is a field - Use a meaningful name for the field
2. Each row is a record i.e. in this case the record is a sales order
3. Do not include any subtotals or grand totals in your data source - just have the
data
4. Make sure your data types are correct - Text, Numeric and Date
Setting up the Connection to Google Sheets

A connection is required between the Google Sheet and Data Studio.
1. Sign into Google Data Studio
2. Select a New Report
A new Data Studio report will open.

1. Name the report - Sales Dashboard
dd a Data Source
2. Select A
3. Select C reate a New Data Source
Adding a New Data Source

The New Data Source option will open. Google Data Studio allows you to link to
many different types of Data Sources. In this example we are going to connect to
Google Sheets.
1. Select Google Sheets
2. Select Shared with Me or All Items
3. Select the Sales Data sheet
4. Select the Data worksheet
Keep the default options selected and click on Connect. Data Studio will create a
live connection to the Google Sheet.
Fields from the Data Source

A list of fields from the Data Source are displayed. Google Data Studio attempts to
interpret the type of data and also applies a default method of aggregation to
numeric fields. In this case we are going to change two fields.
1. Change Order ID to Text

2. Change O rder Date to Date - Select (YYYYMMDD)
3. Select Add to Report
Creating your First Report

The Data Studio menu system provides access to the different types of visualizations
that you will be using to create reports and dashboards.
The visualizations are displayed on the canvas. The properties for each of the
visualizations are displayed on the right hand side of the canvas. The properties are
divided into Data and Style.
Initially the properties for the canvas are displayed. These are Theme and Layout.
The Layout properties control elements such as the size of the canvas and how you
navigate the dashboard when it is displayed in View mode.
The Theme settings allow you to change the default colours and settings for the
report.
1. Use the Rectangle tool to create a heading

2. Use the Text Tool to name the Report - Sales Dashboard
Analyzing Data
In this first example we are going to ask some questions of our data. We are going
to use the Table visualization to display the results.
1. Draw the Table visualization on the canvas
2. What is the Total Sales by Region?
3. What is the Total Sales by Customer Name?
The Table Properties is opened. Select the Data properties:
Google Data Studio does allow you to use more than one Data Source. In this
course we will be using just one Data Source.
Dimension are the method that we analyze and understand data. Change the
Dimension to Region.
Metrics are the method that understand numeric data. Change the Metric to Sales
More than One Dimension

More than one Dimension can be used in a Table. Select a second Dimension -
Product Category
Sorting the Table
To sort the Table
1. Click on the View button

2. Click on the Headings of the Fields to Sort the data
More than One Metric
1. Click on the Edit button
2. Remove the Product Category field
3. Select the Profit field in the Metric option
4. Select the Order Quantity field in the Metric option
Practical Activity
Answer the following questions:
1. Which Customer Name has the highest Sales?
2. Which Customer State has the lowest Profit?
3. Which Customer Segment has the highest Shipping Cost?
Scorecards
Scorecards are useful visualizations for displaying Key Metrics or KPIs (Key
Performance Indicators). The Scorecard only displays one Metric.
1. Delete the Tables from the canvas
2. Create a Scorecard visualization
3. Change the Metric to Sales
Style Options for Scorecard

1. Select the Style Properties option
1. Select Compact Numbers - 2 Decimal Places

The Missing Data option is used if there is no data to display. Select either ‘No Data’
or ‘0’ to be displayed.
1. Change the Font Color to Black
2. Select a light blue background color
3. Change the corner radius to 25
Practical Activity
1. Create a new Scorecard for Profit
2. Create a new Scorecard for Shipping Cost
3. Create a new Scorecard for Order Quantity
4. Apply formatting and styles - Use the Arrange options for alignment
Changing the Method of Aggregation

In this exercise we are going to learn how to change the method of aggregation. The
main methods of aggregation are traditionally:
● Sum
● Average
● Max (Highest individual value)
● Min (Lowest individual value)
● Count (Count number of rows)
● Count_Unique (Count unique numbers)
In this exercise we are going to create the following calculations:
1. Average Sales
2. Highest Sale
3. Lowest Sale
4. Number of Transactions
5. Number of Customers
Create a new Scorecard on the canvas and select the Metric. On the Metric select
Create New Metric. The fields from the data source are displayed.
1. Select the Sales field and click on the ellipses next to the field
2. Select D uplicate
3. Select the Copy of Sales field - Change the name to Avg Sales and the
aggregation to Average
4. Repeat the process and name the field Highest Sale - use the Max
aggregation
5. Repeat the process again and name the field Lowest Sale - use the Min
aggregation
6. Click Done
7. Create 3 new Scorecards to display the results
Counts and Unique Counts

Another form of aggregation is the ability to Count the number of entries. The Count
aggregation will Count the total number of rows, whereas the Unique Count will
count the number of unique values.
1. Select Metric and Create New Metric
2. Select the Order ID field and change the method of aggregation to Count
3. Rename the new field to No of Trans
4. Select the Customer field and change the method of aggregation to Count
Distinct
5. Change the name of the new Customer field to No of Customers
6. Create two new Scorecards
Practical Activity
Create the following fields and display the results using Scorecards::
1. Average Profit
2. Highest Profit
3. Lowest Profit
4. Average Quantity
5. Highest Quantity
6. Lowest Quantity
7. Number of Products
Custom Calculations
Custom calculations allow us to create new calculations and ratios that are not
currently in the data set, but can be calculated from the metrics within the data set.
The first example is a Profit Ratio. The Profit Ratio is calculated by dividing the Total
Profit by the Total Sales. The ratio is displayed as a percentage.
1. Create a New Scorecard
2. Create a New Metric
3. Create a New Calculation - Click on the +
4. Profit Ratio - Profit / Sales
5. Click on Create Field
6. Format as Percentage
The new Metric is created. Change the scorecard to display the Profit Ratio.
Practical Activity
Create the following custom calculations and display the results using Scorecards:
1. Average Sales per Customer - Sales / No of Customers
2. Average Profit per Customer - Profit / No of Customers
3. Average Sales per Product - Sales / No of Products
4. Average Profit per Product - Profit / No of Products
5. Create Scorecards for each of the Metrics
Review Custom Calculations with Tables

Custom Calculations can be displayed in all visualizations. In this example we will
be using the Table to display the custom calculation.
Create the following table:
1. Product Category in the Dimension
2. Metrics
a. Sales
b. Average Sale
c. Average Sale per Customer
d. Average Sale per Product
e. No of Products
Practical Activity
Please create the following tables and display the results on the canvas:
1. Customer Segment in Dimension
2. Metrics
a. Sales
b. No of Customers
c. Average Sale per Customer
d. Profit Ratio
1. Product Sub Category in Dimension

2. Metrics
a. Profit
b. No of Products
c. Average Profit per Product
d. Average Sale per Customer
e. Profit Ratio
Comparisons to Previous Periods

Scorecards can display a comparison to a previous period. The previous period can
either be relative to the selected time period i.e. If the last week is currently been
shown then the week before the last week will be used for the comparison. If the
Previous Year is selected then the comparison will be against the same week from
the previous year.
The Date Range Filter

The Date Range Filter is used to filter the data to only show a selected date range.
The Date Picker Filter is extremely versatile and provides a large number of options.
For example:
● Between any Date
● Last 7 days
● Last 14 days
● This Month
● Last Month
● This Year
Create a Date Picker Filter and experiment with different date ranges. Please note
that the dates in the data source are fixed so results maybe different to the
screenshots in the training. Also the relative dates such as Last 7 days or 14 days
probably will not have any data to display.
1. Select the Sales Scorecard
2. Change to Previous Period
1. Click on the View button

his Year in the Date Range Filter
2. Select T
On the Scorecard a calculation is displayed for the percentage increase or decrease

from the previous period. The display of the previous period can be configured in the
Style option.
● The colors representing up and down can be changed

● The number of decimals for the percentage can be configured
● The ‘Show Absolute Change’ will display the actual value change instead of
the percentage
● Hide Comparison Label - The comparison label is not displayed
Practical Activity
Create comparisons for the following Scorecard Metrics
● Profit
● Shipping Cost
● Order Quantity
● No of Transactions
● Average Sales per Customer
● Average Sales per Product
Experiment with Show Absolute Change and changing the Date Picker Filter.
Filters
The ability to filter data and visualizations is one of the most powerful features of
Data Studio. Filters allow interactive dashboards and reports to be created with
ease.
1. Create a Filter displaying the Region and the Metric Sales
iew
2. Click on V
Styles
The Style of the filter can be changed. An option also exists to make the Filter
expendable. This means that the content of the Filter will only be displayed if the
user clicks on the Filter.
Practical Activity
Answer the following questions using filters in combination with the Scorecard:
1. Create a filter for the Customer Segment
2. What is the Sales, Profit and Number of Customers for the Consumer
Customer Segment
1. What is the Average Sales per Customer, Number of Products and

Average Profit per Product for the Furniture Product Category
2. What is the Sales, Profit, Average Sales and Average Profit per
Customer for Corporate Customer Segment and the Technology Product
Category
3. What is the Sales, Profit, Number of Transactions and Profit Ratio for the
Bookcases Product Sub Category
Year to Date and Month to Date Calculations

Year to Date, Month to Date and other time intelligence aggregated calculations
provide a lot of key information about the performance of your company.
Please note that due to the time difference the numbers that you see maybe different
to the screenshots in the guide.
1. Create a New Page
2. Create a Sales and Profit Scorecard
efault Date Range
3. Select the D
1. Select the Custom option

2. Click on All Date Range
his Year for Sales and Profit
3. Select T
Practical Activity
1. Copy and Paste the Sales and Profit Scorecards
2. Select a Filter for 1 January 2017 to 31 January 2017
3. Create Scorecards for Number of Transactions, Profit Ratio, Number of
Products, Number of Customers, Average Sales per Customer, Average
Profit per Customer
4. Filter to display for Last Year
5. Create a Filter for Customer Segment and Product Category
Filtering Scorecards
In certain circumstances you may want to filter the data that appears in the
Scorecard. For example you may want to create Scorecards for each Product
Category Sales.
1. Create 3 Sales Scorecards
2. Select the Filter option
3. Click on Add a Filter
Create 3 filters - Product Category - Furniture; Product Category - Office

Supplies and Product Category - Technology
The Scorecards will display the Sales value according to the filter that has been
applied. Please note that filters can be saved and used for other visualizations.
Practical Activity
1. Create four Profit Scorecards - create the following filters
a. Customer Segment = Consumer
b. Product Category = Furniture and Customer Segment = Corporate
c. Customer State = New York
d. Region = South and Product Category = Technology
Tables
As we have already seen Tables provide an easy method to display a multitude of
information.
For example we could create a Table that displays the following:
1. Draw a Table on the canvas
2. Product Category as the Dimension
3. Metrics
a. Sales
b. Profit
c. Highest Sale
d. Lowest Sale
e. Number of Products
f. Number of Customers
g. Average Sales per Customer
h. Replace the Product Category with Product Sub Category
i. Replace the Product Sub Category with Customer Name
The Data Properties controls the following:

● Rows per Page - The number of rows to appear on the first page of the Table
● Sort and Secondary Sort - Default method of sorting the Table
Formatting the Table

The Styles Properties can be used to format the Table.
1. Create a new Table with Product Sub Category, Sales, Profit and Profit
Ratio.
In the properties options you are able to change styling of the table including Header
colors, fonts, sizes, table colors and alternating colors.
In addition the user can select whether to show the Row numbers and page
pagination controls.
For each column the user is able to select whether to use Compact Numbers and the
level of precision. The user is able to display the Metric as a Number, Bar or
HeatMap
Practical Activity
1. Create a Table displaying the Sales, Profit, Average Sale, Lowest Sale,
Highest Sale and Number of Transactions by Customer
2. Use the Bar to represent the Sales and Profit
3. Use the Heatmap to represent the Average Sale
4. Experiment with Style options
Display Previous Periods

Tables can display the change from Previous Periods in the same manner that
Scorecards displays the information.
1. Remove the Bar for Sales and Profit - Return to Number - Use Compact
Numbers
2. Select Previous Periods on the Data Properties
3. Add Date Range filter to the Dashboard
4. View the Table
5. Select This Year in the Date Range filter
The styling for the Up and Down arrow is controlled in the Styles properties. The
values that are displayed can also be changed from percentages to absolute values.
Practical Activity
Create the following Table:
1. Sales, Profit, Average Sales per Product, Profit Ratio by Customer Name
2. Apply the Previous Periods option
3. Change the Previous Period to display absolute values
4. Change the Styling
5. Experiment with different time periods and filtering options
Creating YTD, MTD and Other Time Intelligence

Tables can also display information for specific time intelligence such as Year to
Date, Quarter to Date and Month to Date.
1. Create a Table displaying Sales and Profit by Product Category
2. Select the Data Properties
3. Select the Default Date Range
4. Select Custom
5. Select This Year
6. Copy and Paste the Table twice
7. Configure one Table to be Quarter to Date and one to be Month to Date
Time Intelligence for Tables

Important management reports will often display information by different formats of
time. Time intelligence can include the following:
● Year
● Year and Quarter
● Year and Month
● Year and Week Number
● Day of the Week
Google Data Studio allows you to easily create time fields from a source date field.
1. Create a New Table on the canvas
2. Select the Dimension field
3. Select Create New Dimension
4. Copy the Order Date field
5. Rename the fields and change the Type
a. Year - Year (YYYY)
b. Qtr- Quarter (1,2,3,4)
c. Month - Month (MM)
d. Year and Qtr - YYYYQ
e. Year and Month - YYYYMM
f. WeekNum - ISO Week (ww)
g. WeekDay - Day of the Week
6. Check the Type and make sure it is correct
7. Create a Table displaying Sales and Profit by Year and Quarter
8. Change the Sort Order for Year and Quarter
Practical Activity
Create the following Tables and display on the canvas:
1. Sales and Profit by Year
2. Sales and Profit by Year and Quarter
3. Sales and Profit by Year and Month
4. Sales and Profit by Quarter
5. Sales and Profit by Month
6. Sales and Profit by Year and WeekNum
7. Sales and Profit by Month and WeekDay
8. Sales and Profit by WeekDay
Trend / Time Series Graphs

Google Data Studio offers a number of visualizations that allow the user to gain new
insight and intelligence from your data.
The Time Series graph displays a line graph showing how data changes over time.
Time Series graphs make it easy to view what the overall trend is for the data over a
time period. Trends can be upward, downward, stable or volatile. The addition of a
trendline can often assist with the interpretation of the trend.
The Time Date Dimension is important as it provides the Date field for the display of
the visualization. In this example the Order Date is used for the Time Date
Dimension.
1. Draw a Time Series graph on the canvas
2. Change the Metric to Sales
3. Draw a Date Picker Filter
4. Experiment with different Time Periods
Changing the Time Frame

The time frame that is displayed on the axis of the Time Series graph can be
changed to different options.
1. Select the Time Dimension
2. Change the Dimension to Month
3. Change the Date Filter to This Year
Adding Different Time Intelligence Calculations

Different time intelligence calculations can be created from the Order Date field:
1. Duplicate the Order Date
2. Rename the field to Year Month
3. Change the Type to Year Month (YYYYMM)
4. Duplicate the Order Date again
5. Rename the field to Year Quarter
6. Change the Type to Year Qtr (YYYYQQ)
Practical Activity
Create the following Time Series visualization with a Filter displaying Region:
1. Sales by Year and Month
2. Sales by Year and Quarter
3. Sales by Month
4. Sales by Day of the Week
Styles and Formatting

The styles and formatting options are applied to the Time Series graphs in the same
manner as the other visualizations. Colours, borders, text styles and sizes can all be
changed in the same manner.
1. Create a Time Series graph displaying Sales
2. Create a Date Range filter
1. Experiment with the following:

a. Change from a Line Chart to a Bar Chart
b. Change the colours
c. Change back to Line graph
d. Select Show Points
e. Select Data Labels
f. Experiment with different Trendlines
The Cumulative time series graph provides a different understanding to your data.
The Cumulative graph will display the running total in the graph.
1. Copy and Paste the existing graph
2. Set the new graph to be a Cumulative Graph
3. Select the Previous Period option for both graphs
Formatting the Axis

The formatting for Time Series graphs can be modified.
1. Experiment with removing axis and changing the other options
Practical Activity
Please create the following Time Series Graphs:

1. Average Profit per Customer and Number of Customers has changed over
the following time periods:
a. By Month
b. By Year and Quarter
c. By Year and Month
d. By Week Number
Column and Bar Graphs

Column and Bar graphs are useful for displaying which items are highest and which
are lowest, and how much bigger one item is than the other.
1. Create a Column graph displaying Sales by Customer Segment
Working with More than One Dimension

1. Add the Product Category as a Dimension
2. Remove the Single Color option in Styles
3. Experiment with Data Labels
Working with More than One Metric

1. Remove the Product Category Dimension
2. Add Profit as a Metric
Stacked Column Graphs

The Stacked Column graph allows you to visualize the combined contribution of a
secondary Dimension or Metric.
The graph displays the combined contribution and the proportion of each of the
secondary Dimension. This makes the Stacked Column graph a really good graph
type to visualize how much the secondary Dimension contributes to the original
Dimension.
1. Create a Stacked Column graph displaying the Customer Segment and
Product Category with the Sales
2. Create a Stacked Column graph
3. Experiment with Customer Segment Sales and Profit in a Stacked Column
4. Experiment with a Bar graph instead of the Column graph
1. Experiment with Bar graphs
100% Stacked Column Charts

Another interesting visualization is the 100% Stacked Column / Bar chart. This chart
allows you to visualize the percentage contribution of each item of the series.
This visualization really provides a lot of insight into the percentage contribution of
items and how it changes across different series.
1. Change to 100% Stacked option
Although this visualization takes a bit of getting used to, you will see that you can
analyze the data through the patterns that are in the visualization.
Practical Activity
Please create the following Column and Bar Graphs:
1. Create a Stacked Column graph displaying Sales by Year and Product
Category
2. Create a copy of the graph and change to 100% Stacked Column graph
3. Create a Stacked Bar displaying Sales by Region and Customer Segment
4. Create a copy of the graph and display as a 100% Stacked Bar
5. Use the Customer State as a Filter
6. Experiment with different Styles and options
Pie Graph Visualization

The Pie graph is used to display the contribution percentage to the whole. In this
example we are going to show the percentage contribution of Sales for the Customer
Segments.
1. Select the Pie graph visualization
2. Select the Customer Segment Dimension
3. Select the S ales Metric
Properties of the Pie Graph

A number of properties can be changed for the Pie Graph:
Experiment with the Single Color option and change the size of the slices. The
legend can also be changed to the top,right and bottom. Also experiment with the
different labels.
Practical Activity
Create the following Pie Graphs and display on the canvas:
1. Profit by Product Category
2. Profit by Product Sub Category - Create a Filter to display only the
Technology Product Category
Mapping and Geographical Analysis

Mapping and geographical analysis provides a different perspective to data analysis.
In this example we are going to use the Customer State to visualize the Sales Metric.
Google automatically determines that Customer State is within the United States and
shows a map of the different states.
You can use different types of geographic information such as city, country,
continent, longitude and latitude. Google will automatically display the different type
of maps in accordance with the type of information to display.
1. Draw the Map visualization on the canvas
2. Select the Customer State Dimension
3. Select the S ales Metric
Data Studio will shade the different customer states in relation to the highest Sales
value. So the Customer State with the highest Sales will have the darkest shade.
The properties for the Map can also be changed. The colors that are used for the
shading of the map can be amended.
Practical Activity
1. Create a Map displaying the Average Profit per Customer by Customer
State
2. Change the color to Green
Scatterplot
Scatterplots are great visualizations for displaying correlations between different
Metrics. In this example we are going to review the correlation between Sales and
Profit.
1. Create the Scatterplot visualization
2. Change the Dimension to Product Sub Category
3. Change the X Metric to Sales
4. Change the Y Metric to Profit
The Scatterplot displays a number of interesting pieces of information:

● If Sales increases, but Profit does not - this is problematic
● If P rofit increases, but Sales does not - this is a good situation
● The normal situation is that Sales increases and so does Profit
● The color of the dots on the Scatterplot can be changed

● If there are only a few data points then show data labels
● Add a trendline - select from None, Linear, Exponential and Polynomial
Scatterplots with Filters

The Scatterplot can be used in conjunction with the Filter to display interesting
insights into your data.
1. Create a Scatterplot with Dimension - Product Name
2. Create the X Metric - Sales
3. Create the Y Metric - Profit
4. Create a Filters for Product Category - Furniture, Office Supplies and
Technology
5. Copy and Paste the Scatterplot twice, apply the filter to each visualization
6. Create a Region Filter
Practical Activity
1. Create a Scatterplot displaying the Customer Name - Dimension; Metric X
- Average Sales per Customer and Metric Y- Average Profit per
Customer
2. Copy and Paste the Scatterplot three more times
3. Create four filters for Custom Segment - Consumer; Corporate; Small
Business and Home Office
4. Use the Product Category as a Filter
5. Experiment with different colors and styles
Creating the Interactive Dashboard and Sharing

In this exercise please create the following dashboard:
Scorecards:
1. Total Sales
2. Total Profit
3. Average Sale per Customer
4. Profit Ratio
Time Series Graphs
1. Default Time Series graph displaying Sales
2. Sales by Month (Show Previous Period)
3. Cumulative Sales by Month (Show previous period)
4. Sales by Day of the Week (Show in Column format)
5. Sales by Week Number
Table
1. Display a Table showing Sales and Profit by Customer State
2. Use a Bar for the Sales and Profit
Column Graph
1. Sales by Customer Segment
Map
1. Sales by Customer State
Scatterplot
1. Sales and Profit by Product Sub Category
Filters
1. Create an expandable filter for Region
2. Create a Date Picker filter
Experiment with different Styles, Borders and Colors. Also experiment with different
Filters.
Please experiment with Sharing your Dashboard with other users.

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Data Analysis and Dashboards with

Google Data Studio

Setting up the Connection to Google Sheets

Creating your First Report

Changing the Method of Aggregation

Year to Date and Month to Date Calculations

Time Intelligence for Tables

Trend / Time Series Graphs

Column and Bar Graphs

Pie Graph Visualization

Mapping and Geographical Analysis

Creating the Interactive Dashboard and Sharing

Understanding the Google Sheet Data Set

Setting up the Connection to Google Sheets

A new Data Studio report will open.

Adding a New Data Source

Fields from the Data Source

1. Change ​Order ID​ to ​Text

Creating your First Report

1. Use the ​Rectangle ​tool to create a heading

More than One Dimension

1. Click on the ​View ​button

2. Which ​Customer State​ has the lowest ​Profit​?

3. Which ​Customer Segment​ has the highest ​Shipping Cost​?

Style Options for Scorecard

1. Select ​Compact Numbers - 2 Decimal Places

Changing the Method of Aggregation

Counts and Unique Counts

Review Custom Calculations with Tables

1. Product Sub Category in Dimension

Comparisons to Previous Periods

The Date Range Filter

1. Click on the ​View ​button

On the Scorecard a calculation is displayed for the percentage increase or decrease

● The colors representing up and down can be changed

1. What is the Average Sales per Customer, Number of Products and

Year to Date and Month to Date Calculations

1. Select the ​Custom ​option

Create 3 filters - Product Category - Furniture; Product Category - Office

The Data Properties controls the following:

Formatting the Table

Display Previous Periods

Creating YTD, MTD and Other Time Intelligence

Time Intelligence for Tables

Trend / Time Series Graphs

Changing the Time Frame

Adding Different Time Intelligence Calculations

1. ​Sales by Year and Month

2. Sales by Year and Quarter

4. Sales by Day of the Week

Styles and Formatting

1. Experiment with the following:

Formatting the Axis

1. Experiment with removing axis and changing the other options

Please create the following Time Series Graphs:

Column and Bar Graphs

Working with More than One Dimension

Working with More than One Metric

Stacked Column Graphs

1. Experiment with ​Bar graphs

100% Stacked Column Charts

Pie Graph Visualization

Properties of the Pie Graph

1. Change Order ID to Text

1. Use the Rectangle tool to create a heading

1. Click on the View button

2. Which Customer State has the lowest Profit?

3. Which Customer Segment has the highest Shipping Cost?

1. Select Compact Numbers - 2 Decimal Places

1. Click on the View button

1. Select the Custom option

1. Sales by Year and Month

1. Experiment with Bar graphs