Basic Charts

Overview

Time: min

Objectives

• Introduction to Profit mix, bar and Trend Charts.

Basic Charts

a. Sales and Profit mix

• To create the sales and profit chart, you first need to drag the sub-category field from dimensions and drop it in the columns shelf. Next drag the sales from measures and drop it in the rows shelf.
• This chart shows the sales across subcategory. To add profits, you drag the profits from measures and drop it on the color marks card. Now, its common that we relate green color with progress and red color with loss/danger.

• To change the color theme, you click on the color marks card and select edit color. From the drop down select the appropriate color palette and click on OK.

b. Sales Trend

• To plot the sales trend, first drag the order date on columns shelf and click on the plus sign. By doing so, you get order dates in quarterly and monthly pattern.
• For this visualization you need order date by month. You can go ahead and remove other options from column shelf.

• Next, select sales from measures and drop on the rows shelf. This gives you the monthly sales. To see yearly sales add order date (yearly) to the color marks card. This visualization shows yearly sales trends

Key Points