 Use the – “global_superstore_2016.xlsx” file.

 Let us make a dash board

 Let us go to the reports view and click the Card visual. We see an empty visual element
in the report area.
 Select sales and drop it over the field named- Add data fields here.
 The display says 12.64M.
 Let us you want to change it to Thousands, go to the format tab (Roller tab). Select data
label and then select Display units. Select Thousands from the same. Reverse it back to
Auto otherwise the displayed number is quite big.
 You can change number of decimals also go to Value decimal places and change to 0.
The number gets rounded up to 13M. Reverse the choice to 2 decimal places.
 Make a copy of this visual element. Ctrl+C and then ctrl+ V.
 Drag the second element, besides the first element.
 Remember when you are copy and pasting all the formatting of first element apply to
the second element.
 The second element also shows the sales total. Let us change to total quantity, go the
field and replace the sales by quantity.
 Do a copy and paste of the first element one more time. And make it the third element.
 Put the Delivery Days (calculated column) field. We get the sum of delivery Days, we
need the average, which makes more sense.
 Click on the down arrow besides delivery days. Click on average the number for Delivery
days changes to 3.97, which should be made a whole number as whole number makes
sense.
 Sales should reflect currency. The sales is in Dollars. Let us have the currency there.
 Go to the data view and click on sales column.
 Click on column name and not he arrow.
 Go to format in the upper area. And select currency in the format area. Go to sales
column it shows a $ symbol in front of sales.
 There is a $ symbol near the format option, other currencies can be selected there.
 You can play around and find the symbol for rupee also.
 Go to the report view $ symbol is added.
 Let us make it Interactive now
 Let us add one more custom column. Name the column as Year.
 The formula would be =Date.year([Order date]), we get a message as your syntax has no
error.
 Check the year column.
 Let us add a slicer from the visual elements. Place it at the top left corner. Drag other 3
elements down.
 We will drag and drop year on the Add data fields. Make the window smaller to fit
around the years.
 Click on 2012. The data gets filtered. You can select multiple years by pressing control
and selecting different years.
  Let us have buttons in place of squares. Go to the format tab and within that select
General. Make orientation as Horizontal.
 Let us go to the returns table
 The column header is in the first row, let us make the first row as the column header.
 Go to Home tab and select the Transform data tab.
 Somewhere on the right hand side we see the Use first row as header option. Close the
transform window and apply changes.
 The returned column has yes written, if we want to count or sum how many instances of
Yes, this can lead to difficulty. So ley us change Yes to 1 and No to 0 if present.
 We will add a new column, but this time it is not custom column it would be a conditional
column.
 Go the Transform data tab and select Add column option. Then select conditional column.
 A window appears. Let us name it Return Orders. If Returned, Value- Yes, Output 1,
at the bottom in Else 0.
 Close and apply.
 Copy the Average delivery days tab and make one more visual element besides it.
 Let us put the Return order column on the field (created just now and in the Returns table).
 We see a one displayed. Let us change the metric to sum, by clicking the down arrow option
in the Field option.
 We do not find a sum option what is the problem, let us go to the Returns table in the table
view and select the Returns Order column.
 Look a the data type in the ribbon a the top, it is text hence it does not show a sum, change
it to Whole number.
 Select the sum it shows 1079.
 Insert a map- The map is from Bing.
 In Location field put Country. That is why we changed the data set today to
Global_super store.
 Let us make it a little more useful and attractive.
 Let us take the Market column and put on legend. Is not making sense let us remove
from legend.
 Let us put sales on the size field.
 Replace the Country column by region to get a better neat look.
 You change the colours by going in the format button and choosing colurs. Choose red.
 Go to map styles, change Road to Dark.
 Change titles of the visual elements
 Select the element, say the return orders.
 Go to Title element in the Format option. Put it ON.
 In text title put Return Orders. It is not in Center.
 Go to the bottom of the Title option and put alignment as center.
 Similarly name the other elements appropriately.
 Select the first option Stacked bar chart.
 Put profit on the value field.
 And put product name on axis field.
 It is a very long graph.
 Let us put a background.
 Ensure you select the whole view and not a particular visual element.
 Then go to format tab.
 Go to page background.
 Add image. Download minimalistic Gaussian blur and save as image.
 as we add image we do not see anything.
 Let us go back to add image again and set image of transparency to 0%.
 By chance the whole image is on the view.
 Go down in the background and select Fill under Image fit.
 Still does not look good. Reason is by default the back ground is white and text is black.
 Select one of the views. And go to Background and make it OFF.
 You can select similar elements together and change background.
 Do not select card and map.
 Text in the profit- product element is not visible.
 Select the element and go to Y- axis. Make color as white and text size as 11.
 Make changes on x axis also.
 Make data labels ON, you start seeing values on the bar. In data labels make colur also
as white.
 Let us apply filters on the product to show only selected products.
 Select the product by profit element and go to filters.
 Select Top N from the Filter Type under product name.
 Give value of Top as 6.
 On the By Value drop the profit column. We want to select the top 6 products by profit.
 Apply filter, option available at the bottom.
 Note the thing is so simple in the GUI mode. In SQL the same thing can be very
cumbersome.
 Go to data color and change to red, bar color change.
 Let us introduce a loss view also
 Copy and paste the top 6 product view.
 Change color of profit to green to differentiate.
 Change title also.
 In the loss view change top to bottom.
 Cubic filter is giving us a big loss.
 Click on year, it is interactive.
 Select all card elements to format.
 Go to border. Give radius. Give color to the border.
 Fill background color as black and set transparency to 70%.
 Change data label and title to white.

 Insert a pie chart.

 Select a pie chart.
 Go to orders table and find segment column.
 Legend add segment.
 Put sales on values field.
  Click on year all elements respond.
 Change background as above.
 In the format tab, Go to detail labels and put color as white.
 Go to legend, change color as white.
 If you put legend at off it goes away.
 Let us introduce donut chart.
 Copy paste the pie chart and then convert to donut chart.
 Change Segment to market in the field in the donut.
