Original subtitles

All right.

So our Exec summary is Arap looks great.

Time to add a new page to our report.

So just click that plus sign double click to give it a new name.

We're in it call it product detail.

Now if you hadn't guessed by the title this page is going to be all about products and we know that

Adventure Works wants the ability to drill down to individual product performance and not only that

but be able to track things like order volume against targets see how revenue has passed over time understand

forecasted future profits and they even want to see the impact that various pricing adjustments would

have on their company's profit.

So it all sounds very complicated but what we're going to do is break down those questions piece by

piece and build a view that can answer all of them and more.

So first things first can't create a report page without a logo.

So let's copy that adventure work logo drop it in here.

And now what you may have noticed about our Exec summary is that it provides a ton of information but

what it does not provide is a clear sense of trending.

So we can see at this current point in time how are we doing.

How is our proportion of order volume.

What are my top products by orders and profit and so on and so forth.

You can of course change the date slider to get a sense of trending but it's very manual and kind of

embedded into the view.

So what we're going to do and our product detail right off the bat is create some trending insight using

line and area charts which are designed for that.

So let's grab a line chart first.

It's right here in the top left and kind of stretch it out.

Now what we're going to show here is profit trending.

So it's in my sales table.

We're going to go down to our total profit measure here and Dragon into values.

And when we do that we don't really get anything helpful yet a single point with the total profit.

So to make this line chart meaningful we need to provide or define the x axis and we're going to do

that by picking a date field to determine the granularity that we want to track profit over time.

So let's head to our calendar look out up here at the top and we've been doing a lot of monthly views.

Let's get a little bit more specific a little bit more detailed and grabs started a week and we're going

to drop that into the Access window and we don't want these weeks rolled up.

We actually just want the start of week.

And there you go so we're seeing a very clear pattern and trend of weekly profit over time all the way

to our current week which is the end of June.

So that's a great start.

Formatting looks nice don't need to change anything in my Y-axis or x axis labels when it will do is

tweak the title in my formatting pane.

So let's drill into total and just name it weekly profit

and there you go we just built a line chart.

Super simple.

Now to show you an area I a copy this line chart control B to paste it and drag it right here underneath.

And in this case we're going to visualize return's so head into our field list here.

You need to drill into our return's table grab that total returns measure draw that went in and we'll

pull profit out.

Now first things first need to change or title instead of weekly profit.

Now we're looking at weekly return volume.

There we go.

And to stick with our theme of representing negative metrics like returns in red.

Let's go ahead and adjust the data colors while we're in here as well to make it kind of a mid read

like that.

And now let's change this from a line to an area and basically the only difference between a simple

line chart and a simple area chart when you're viewing one series of data is that the area chart is

filled.

So think of it like a line with fill underneath it so didn't really add much value here by changing

it from a line to an area generally speaking where area charts really shine is when you're comparing

multiple series.

So to give you a little demo we'll head back to fields and you'll want to drag something into the legend.

And this is basically what categories do you want to use to break down your data your return data and

for something like this you want to use a category that doesn't have many unique values because things

can get overwhelming pretty quickly with area charts.

So a good candidate here would be a product category which only has three active category names so we

drag category name into the ledge and you'll see that it's created all three series kind of overlapping

each other.

So you've got the read series which is clothing.

You've got the Green series as accessories and the gray kind of behind here which is bikes.

So some people really like the default overlapping area chart.

I actually prefer a variation of the area called the stacked area chart which takes those same series

and it literally stacks them on top of each other so there's no overlap whatsoever.

Now you can clearly see both composition as well as trending.

In other words by tracking the top line of this list you can see the total return volume over time.

And then by analyzing individual slices you can get a sense of how many of the orders for that given

week came from accessories versus bikes versus clothing.

So that's a quick kind of crash course in areas and stacked areas.

In this case because we're going to be looking at individual products here there's no need for a legend

field.

There's no need to break down the returns any deeper.

So we're going to get rid of the category name here.

And we can use either stacked or standard as you can see one series meaning it doesn't really make any

difference.

And I'm going to leave it just as it is here.

So this is just a start.

We're going to continue to evolve this view add more visuals explore some more features.

But for now this looks good.

So there you go line charts and area charts.