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So our sales manager is back and he has asked us put together a report.
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Now, our first task is, is that we're going to create some cloud visualizations to show some of the
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key metrics.
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So as you can see, I've gone across to my activity page and I've deleted what was on that page.
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But as I said previously, in the course it is by all means just to add new pages on as you go along
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so you can keep a record of the work that you're putting together, right?
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So we're on an activity.
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So our first one is we're going to create a COD visualization for our some of sales.
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So remember that we just go to our cod, we select it, get the placeholder, can resize it if you want
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to.
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I'm going to start off with some of sales, so I'm going to drop my sales into the fields.
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We get the total value.
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Now, the changes I'll make to this is that I would go to the formatting and if you remember, we go
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into general and I use a title on this just so that it's easier to see what it is that we're presenting.
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So I've got my total sales there.
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In this case, I'm going to make the text color white.
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We're going to make our background color.
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Let's make it maybe try a color like that.
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Okay, I'm going to put it in the middle.
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Then I'm also going to go to my fix.
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We're going to put a bit of a border around this.
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So we say I'm going to say visual border.
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I'm going to use a dark gray on this and 15 pixels rounded corners.
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I guess we got now sort of the crux of our code visualization.
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I'm going to go across the visual, though.
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I'm not going to share the category label, so I'm going to turn that off.
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We're going to take that away.
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And then the cool art value, I am going to make the font just a little bit smaller and we're going
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to give it a couple of decimal places as well.
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So I'm going to keep the display units as auto, but we're going to just.
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Let's create a couple of decimal places for that.
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So there we go.
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That is our first card visualization.
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Now, what it wants as well is other visualizations for average cells, high cell, lowest cell and
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number of products that have been sold.
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So I'm going to use copy and paste for that.
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So we're just going to select that.
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Use control C.
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Control B.
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Move that across.
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Next one we want is our average sales.
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So I can actually just go to my sum of sales and I could change the calculation to average.
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And then again, I go back to my formatting, we go back to our general, go to title, and in this
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case I'm just going to show that it is the average sales.
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There we go.
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And again, let's just use our control C and control V, and in this case, we want a high cell.
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So again, we're going to change our method of aggregation and go to maximum.
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So let's go back to my formatting, change the title first just so that it says highest sale.
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So we'll just tuck that in my sale and then I'm going to go to my visual and I'm also going to change
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the way that the call out value is calculated.
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So instead of display units actually going to say, We're going to use none of this and we're going
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to take away the decimal values just so that that figure is easier to read.
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Okay, the next one is our lowest sale.
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So again, control C, control V just copy and paste.
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Again, let's go across title.
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I said lowest.
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Sale.
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And that should actually work.
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We've just got to change now the calculation.
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So I'm going to go back to my field.
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Go back to minimum.
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And there we go.
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That's correct.
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Now.
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And then the last one we wanted is actually to know the number of products that have been sold.
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So remember, with this, we're going to use a distinct count on our product name.
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So I'm going to take my product name and remember, just drop it over the sales.
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So we're just going to take it there.
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And what it does is it's defaulted to the first.
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So we're going to change this.
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Now, I'm going to just say this is going to be account distinct.
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There we go.
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We've got now the correct number of products.
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And what we're going to do is just change the title.
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So I'm just going to go back to general, go back to our title.
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And in this case, this is going to be number of products.
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So there we go.
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We now have that information.
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So those are called visualizations.
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Next plot that it wants is it wants to see a table that displays for each product category, the total
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profit, average profit, highest profit, lowest profit and number of products.
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So quite a bit of information in there.
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So we're just going to go to our table and let's create it on the side here.
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And that's going to be quite wide.
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It's going to have quite a bit of information.
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So let's start with our product category, which is what it wants, and then we're going to be using
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our profit figures.
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So I'm just going to drop that into my columns.
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So my first one is some of profit.
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I'm quite happy with that.
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And then again now we're going to drop another profit in here because we now need to know what is the
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average profit.
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And you'll remember that I can just change it on the dropdown.
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So we just go to the dropdown, change this to average.
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There we go.
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We've got an average of profit, next one's highest profit.
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You can see these can go quite fast.
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Once you get the hang of it, I'm going to change it to maximum and then our last profit value is our
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min.
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So we're just going to do a min on that and then we've got the different values already here.
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But as we pointed out before, your column headers may not be what you want, so we're just going to
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correct those.
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We're going to double click on that and we're just going to type over now just to give it a heading
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that you actually want.
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So we're just going to say that.
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So our profit.
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And we're going to set that to a highest profit.
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Here we go.
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And your lowest profit.
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Last one.
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My God, we're just going to have the lowest profit, right?
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So the last one it wanted was also just to know the number of products.
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So for each product category, we can then see the number of products.
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So again, we're going to add product name onto this.
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So we're just going to drop product name into our columns and by default, again, it show me all the
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product names.
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We don't want that.
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So again, we're going to click on the dropdown, we're going to choose our count distinct and there
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we go.
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We now get a count.
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And again, I'm just going to change this header.
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So it looks a little bit better.
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There we go.
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We've now got our table that has been created.
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Let's have a look at the next one.
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So the next one is we need to create a matrix table that shows my profit by product, category and region.
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So let's do it down at the bottom over here, and we're going to click on on Matrix.
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And this is of product category again.
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So the product category you're going to put into Rose a region we're going to put into our columns and
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we needed to see the profit.
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So we're going to drop that into our values.
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So there we go.
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We've now got a product category or region or some profit, and there's our matrix.
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It's looking good.
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And the last one is, is that we must create a multi card visualization that shows the sales, profit
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and order quantity by the different channels.
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So again, I'm going to click on some whitespace.
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We're going to go across to our multi row multi row card.
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Pop it over here, create a bit of space for this.
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So again, we've got our fields.
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We're going to be using our channel, drop that in there and then our fields all we need, firstly our
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sales.
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So we get our total sales value.
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We want a profit.
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And we also want to order quantity.
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And there we go.
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We've now got all of those figures.
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And again, to tidy this up, if you wanted to, you could just come in here and make the headings look
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a little bit better.
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And also you could do some formatting if you wanted to as well.
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And the last one is our order quantity.
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Now, one thing that you might notice here is we don't have any common denominator in the sort of the
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thousands.
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It just makes it a little bit more difficult to read.
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So what I'm going to do is I'm just going to go to my order quantity and we're going to select all the
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quantity.
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Remember our column tools.
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And in this case, we're going to say we do want to use 1000 separator, which is our comma.
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So we're going to click on that.
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And you should see now it's now got the comma being added into that.
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It just makes it a little bit easier when you break up the numbers for people to see what the total
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values are.
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So there we go.
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That is our completed report.
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Now, that has been done for our sales manager.
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We're going to conclude the activity there.
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I will see you in the next lesson.
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