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All of the demos that we just walk through with cards multi-role cards and KPI cards were based on quantitative
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or numerical values revenue orders returns the cards can actually serve another important purpose and
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that's to visualize text based fields.
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So to show you how that works let's go ahead and grab the standard card and now instead of pulling a
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numerical column or measure into our Field's option here I'm going to grab it.
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Text based field from our Product table.
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In this case I want the product name and drag it in.
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So you see that it automatically populates a value all purpose bike stand.
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And it says this is the first product name.
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So what exactly does that mean and why did it choose all purpose bike stand to visualize here because
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we haven't really given it any context or any conditions to work from.
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So in the fields list you see this little drop down and it gives me options here first last distinct
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count or count since that's really all I can do with text fields.
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I can't see them or average them or do any other sort of aggregation to them.
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So it's defaulting to first which you may have realized by now that's first alphabetically.
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So if we change it to last you'll see women's tights small.
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Now neither last nor first is very helpful in this case because you know what's the point of a card
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and a dashboard that just simply returns the first product name alphabetically right.
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So this is where our filters are going to come into play.
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And specifically that top end filter that we hinted at earlier in the section.
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So if we take a look at our filters pane here you'll see by default it's dragged a copy of our first
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product name field here in the visual level filters but we don't have all of the options that we need
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here.
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All we have is a contains filter here which is going to really do the trick.
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So what we can do is actually grab another instance of product name and drag it underneath and that
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will give us access to the additional filtering options advanced filtering and the top and filtering.
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So in this case what we're looking for is top end.
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And that way we can define which item is returned.
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Based on some numerical field.
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So one thing that I think might be helpful for us to show in this report for Adventure Works is the
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top product in terms of order quantity and perhaps also the top product in terms of revenue or profit.
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So that's pretty simple when you're able to use these top end filters we can say show the top 1 item
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by a certain value and let's start with our sales table.
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Let's make this one the top product by order quantity.
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So grab total orders drag it in and apply then we get water bottle 30 ounce water bottle.
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And in our matrix here we already have the view set up to show products ranked by total orders and that
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is indeed the top item on the list.
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And this just like any other visual will change dynamically.
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As you adjust different filters in the report.
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So now are filtered on bikes.
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The top selling or top ordered bike is the mountain 200 black size 46.
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So pretty helpful to have that text in say held here in the car visual.
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Now couple of formatting tweaks I'd like to make.
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We don't need the category label.
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It says first product name we could customize that but rather than use category labels.
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Let's actually turn on the title and we can give this a title like top product.
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And then in parentheses
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orders out pops it in right there.
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Let's make that pop a little bit more kind of using a similar theme that we use with our bar charts
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on the left Mills center here.
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Maybe bump it up to size 9 or 10 and that's good for the title.
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And we give it a little bit of a background so that it doesn't completely blend into the page in kind
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of a light yellow shade here and then last thing if we wanted to change the actual data label itself
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maybe the font may make it a little bit bold.
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Something like that looks nice.
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So top product based on orders is that 30 ounce waterbottle and Alex.
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Copy that paste another one.
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And all we're going to do here is instead of filtering top one product by orders this time why don't
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we show the top product by profit.
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You swap it in and apply it into our formatting and just tweak that title so that instead of saying
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orders we say profit.
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There we go.
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Top product based on orders top product based on profit and we can align these.
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Speaking of alignment.
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One thing I forgot to mention that can be really helpful for formatting and tweaking and polish these
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charts and graphs and tables these work just like any other object in many other tools where you can
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control click to select multiple ones and from your formatting tab here you have options that you'd
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see in tools like PowerPoint where you can align things.
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In this case I just aligned all those shapes along this left edge.
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You can bring things forward push them back.
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Really helpful tools just to get that Polish just right.
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And it's as simple as that.
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Good example of how to use cards to visualize text based fields.
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