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All right.
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So our Exec summary is Arap looks great.
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Time to add a new page to our report.
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So just click that plus sign double click to give it a new name.
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We're in it call it product detail.
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Now if you hadn't guessed by the title this page is going to be all about products and we know that
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Adventure Works wants the ability to drill down to individual product performance and not only that
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but be able to track things like order volume against targets see how revenue has passed over time understand
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forecasted future profits and they even want to see the impact that various pricing adjustments would
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have on their company's profit.
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So it all sounds very complicated but what we're going to do is break down those questions piece by
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piece and build a view that can answer all of them and more.
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So first things first can't create a report page without a logo.
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So let's copy that adventure work logo drop it in here.
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And now what you may have noticed about our Exec summary is that it provides a ton of information but
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what it does not provide is a clear sense of trending.
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So we can see at this current point in time how are we doing.
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How is our proportion of order volume.
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What are my top products by orders and profit and so on and so forth.
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You can of course change the date slider to get a sense of trending but it's very manual and kind of
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embedded into the view.
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So what we're going to do and our product detail right off the bat is create some trending insight using
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line and area charts which are designed for that.
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So let's grab a line chart first.
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It's right here in the top left and kind of stretch it out.
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Now what we're going to show here is profit trending.
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So it's in my sales table.
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We're going to go down to our total profit measure here and Dragon into values.
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And when we do that we don't really get anything helpful yet a single point with the total profit.
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So to make this line chart meaningful we need to provide or define the x axis and we're going to do
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that by picking a date field to determine the granularity that we want to track profit over time.
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So let's head to our calendar look out up here at the top and we've been doing a lot of monthly views.
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Let's get a little bit more specific a little bit more detailed and grabs started a week and we're going
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to drop that into the Access window and we don't want these weeks rolled up.
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We actually just want the start of week.
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And there you go so we're seeing a very clear pattern and trend of weekly profit over time all the way
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to our current week which is the end of June.
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So that's a great start.
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Formatting looks nice don't need to change anything in my Y-axis or x axis labels when it will do is
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tweak the title in my formatting pane.
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So let's drill into total and just name it weekly profit
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and there you go we just built a line chart.
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Super simple.
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Now to show you an area I a copy this line chart control B to paste it and drag it right here underneath.
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And in this case we're going to visualize return's so head into our field list here.
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You need to drill into our return's table grab that total returns measure draw that went in and we'll
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pull profit out.
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Now first things first need to change or title instead of weekly profit.
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Now we're looking at weekly return volume.
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There we go.
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And to stick with our theme of representing negative metrics like returns in red.
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Let's go ahead and adjust the data colors while we're in here as well to make it kind of a mid read
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like that.
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And now let's change this from a line to an area and basically the only difference between a simple
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line chart and a simple area chart when you're viewing one series of data is that the area chart is
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filled.
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So think of it like a line with fill underneath it so didn't really add much value here by changing
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it from a line to an area generally speaking where area charts really shine is when you're comparing
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multiple series.
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So to give you a little demo we'll head back to fields and you'll want to drag something into the legend.
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And this is basically what categories do you want to use to break down your data your return data and
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for something like this you want to use a category that doesn't have many unique values because things
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can get overwhelming pretty quickly with area charts.
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So a good candidate here would be a product category which only has three active category names so we
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drag category name into the ledge and you'll see that it's created all three series kind of overlapping
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each other.
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So you've got the read series which is clothing.
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You've got the Green series as accessories and the gray kind of behind here which is bikes.
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So some people really like the default overlapping area chart.
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I actually prefer a variation of the area called the stacked area chart which takes those same series
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and it literally stacks them on top of each other so there's no overlap whatsoever.
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Now you can clearly see both composition as well as trending.
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In other words by tracking the top line of this list you can see the total return volume over time.
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And then by analyzing individual slices you can get a sense of how many of the orders for that given
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week came from accessories versus bikes versus clothing.
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So that's a quick kind of crash course in areas and stacked areas.
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In this case because we're going to be looking at individual products here there's no need for a legend
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field.
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There's no need to break down the returns any deeper.
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So we're going to get rid of the category name here.
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And we can use either stacked or standard as you can see one series meaning it doesn't really make any
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difference.
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And I'm going to leave it just as it is here.
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So this is just a start.
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We're going to continue to evolve this view add more visuals explore some more features.
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But for now this looks good.
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So there you go line charts and area charts.
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