Business Intelligence and Data Visualization with QlikSense | Lorenz De Smedt | Skillshare

Business Intelligence and Data Visualization with QlikSense

Lorenz De Smedt, BI & DWH Solutions Architect

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18 Lessons (1h 58m)
    • 1. Introduction

      6:56
    • 2. Installation and Setup

      5:49
    • 3. Data loading - Basic concepts

      5:54
    • 4. Data Loading - Exercise 1 - Connecting to a Datasource

      5:23
    • 5. Data Loading - Exercise 2 - Modeling and Loading Data into your Application

      6:35
    • 6. Sheet Visualization - Visualizations

      5:47
    • 7. Sheet Visualization - Expressions and Variables

      5:23
    • 8. Sheet Visualization - Best Practices Sheet Design

      3:49
    • 9. Sheet Visualization - Exercise 1 - Sheet Navigation

      4:46
    • 10. Sheet Visualization - Exercise 2 - Sheet Overview Orders and Returns

      7:57
    • 11. Sheet Visualization - Exercise 3 - Sheet Shipments

      8:25
    • 12. Sheet Visualization - Exercise 4 - Sheet Product Category Sales

      6:05
    • 13. Sheet Visualization - Exercise 5 - Sheet Customer Segment Sales

      7:07
    • 14. Sheet Visualization - Exercise 6 - Sheet Performance Monitoring

      11:37
    • 15. Sheet Visualization - Exercise 7 - Sheet KPI Dashboard

      8:29
    • 16. Data Storytelling - Presenting Insights and Publishing

      3:38
    • 17. Data Storytelling - Exercise 1 - Sales Meeting

      4:20
    • 18. Data Storytelling - Exercise 2 - Sales Meeting

      9:36

About This Class

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Learn the essentials of QlikSense through this step-by-step tutorial. This course takes you through the basics of QlikSense, how to integrate your application with different data sources, manage data, build visualizations and sheets and share your insights with visual Data Stories!

..Learn to build a QlikSense App from scratch!

..Learn some of the most common mistakes made when building building sheets and visualizations..

..Forget about reports and presentations, learn more about Data Storytelling

Good luck and hope you enjoy the course.

Pre-requisites:

  • Basic knowledge of Business Intelligence and Visualization.
  • Some experience with Visualization tools would be helpful, but not required.

Course content:

The course consists of the following modules:

  • Introduction, Installation and Setup
  • Data Loading - Basic Concepts (Data Load Editor, Data Manager, Data Model Viewer)
  • Data Loading - Exercise 1-2
  • Sheet Visualizations - Visualizations
  • Sheet Visualizations - Expressions and variables
  • Sheet Visualizations - Best practices sheet design
  • Sheet Visualizations - Exercise 1-10
  • Data Storytelling - Presenting Insights
  • Data Storytelling - Publishing
  • Data Storytelling - Exercise 1-2

Who should follow this course?

  • Students that want to learn the basics of QlikSense
  • Business Analysts and Designers who are already familiar with other visualization tools and want to learn QlikSense.
  • Managers considering using QlikSense within their organization.

Transcripts

1. Introduction: Hello. Welcome to this quicksand Satori, Um, for some of you might have never heard of Click Sense before. Click Sense is a business intelligence official. Ization software, similar to click satisfy also have Quick view, which is also a software that is provided by the same software provided, which is click both Click Sense and Click View. Our visualization tools and Click sense was actually released after Click View, although Click Sense is not just a new version or a new release of Quick View two totally different platform, with also many different possibilities and options for some of you might have worked with Click Few before. There are some similarities, both quick sense and click if you use the same associative engine, which I will explain later, and they both also share same calculation methods and the same way if using expressions of variables so you will see that the back and and the way the application works, it's mostly the same, but the interface is totally different. So for some of you might have worked with Click View before his script, she wrote in Click View will mostly also be validating click sense. So to distinguish, click sounds from click few quick, if you can actually be seen as a more kind it business intelligence visualization toe more used for building dashboards and reporting while click senses much more interactive much for modern click senses. Also work targeted towards mobile devices and also offers possibilities for cloud integration. So, for Pick Says, who have a class platform, which is called the Click says clouds in the QUICKSANDS class, you could actually develop your applications in the clouds. Click sends also offer some new features, such as data storytelling as snapshots. So the idea here is that you don't want a pretty fine dashboard, but you want to explore your data that they insert a snapshot in time, which you can later use a presentation. Smart surgery They feature very conserved through an entire data sets. Then change your group selection off filter criteria to your search results. There are three different versions of quick sense. First of all, you have quick sense desktop pixels. Desktop is a standalone version for your desktop, where you can build low collapse. You can also import those absolutely quicksands clout success clouds, as many used for sharing plexus EPS and also sharing data used for those abs. Both Click says desktop clicks is clouds are entirely free, but in clicks is cloud. You have a limited storage capacity in a limited number of users in the cloud basic free version, whereas he club business premium version offers more storage capacity and also more possibilities for groups and teams. Click says Enterprise. It's more target stores businesses and also offers more possibilities for creating your own Web interface that lets or smartphone app using a client server model. One of the key differentiators click sensitively few compared to other visualization tools , is a click associative engine. Most traditional visualization tools have a linear curry approach, but in this linear approach you mostly start from a pre defined structure. So you're actually telling the end user how we should do the announces and did not offer any room for exploration. Also engaged, you like to perform more complex queries. It would require all of sequel joints between tables and therefore also consume out of capacity and decreasing performance of your application. The click associative engine is much more dynamic for analysis and also opposite better performance when using complex queries. So what does this except that mean for you as an end user. As you can see here, the current selected fields are marking green. So I made a current selection off decades, 19 dead and the only direct associations were possible values that I can use to five my selection remarking white. All the alternative selection fields are more from light free and all the values that are totally not related to my selection or mark dark gray to show you the power off using associative filter cyclic sense. Here's an example of a dashboard that we're going to build from scratch, getting clicks sins. So here you can see that the filters are marking green. I also have some direct associations which are marking white and some not related data elements which mark in dark gray. As you see what I select some fields within click sense that all my visualizations on my charts are updated dynamically For an end user. This is very useful because I can just explore and select the fields I want to investigate . In this course, we go to learn how to build this dashboard from scratch. My first loading. They died to click. Since the building our visualisations. So this is an overview on the course. First, we're going to start with a small introduction, which we already had. I told you about the click associative engine and the power off using social filter sweating. Click. Most are going to learn you how to install all set up your click sense environment. Then we're going to look at the click sense up, which is used for storing applications and the APP overview. Then we're going to look at different ways uploading data from either a flat file or a database connection into click sense. This can be done through the data load editor scripts. After that, you can also manage and change your data where you want to use the data manager. And if your data model with data model fewer after loaning our daytime to click few, we're going to learn how to build visualizations and built a sheet. But then click view. I'm also going to give you some tips on how you can smartly designed your worksheet so that the end user can easily navigate street map. And finally, we're going to look at data stories with a quick sense. How we can create snapshots and use those in data stories. At the end of this introduction, you will send the possibility to download a data sheet, which you can use to uploads into quick sense and build your app. So we're going to build an app from scratch in quick sense and at the end of this tutorial , also after each section will also have the possibility to dig Barney's Oquist recon. Test your knowledge from each of these topics. So good luck and hope you enjoyed recipe scores. 2. Installation and Setup: to get started with Click View, you first have to register your click out. So to do that you go to the public website here. Go to click at Camp Trier by the old quick sense. If I go to the website, I see a registration for. So just register your click account by filling in these fields and you will get a email for your click accounts and a dollar excusable to install your click sense. Desperate Persian. So once you registered your breakouts knowledge, click sense to your desktop. You can just launch your clicks as desktop application. Then you will be requested to enter your user name the best words which you used to register your click accounts. So I entered my user name and I enter my password, and I get this started dialogue where I can create a new app. But for now, I just closed his dialogue, and, as you can see, I know in the collections desktop up, which is the location where all my local absolute store I can also go to the quicksands cloud by. Go to this, I can hear when I go to the quicksands clouds. I just love getting it. I answer my user name and password again when I look in and I am navigated through the quicksands clocked in my work tap in the quicksands cloud, his location where my abs are stored. So for the moment, I don't have any APS available. If I want to add a new app, I just like a new app, and I can either create a new app or upload app from the cook since that stop. So suppose I want to upload app from quicksands desktop and I just click upload. I choose my click since Desktop file, which is located here, as you see only clicks, is acts have a Q B F four months. So suppose I want to upload because humor steals applications to the cloud and select this application. And as you see, the application is now uploaded to the quicksands clout. The my stream that allows me to publish my abs and share my naps with other users. So if I goto my stream that I can click on share now, just enter the email address the people I want to share my application with. I go to my data files that I can upload a data file into the clouds. I also have clicks is charts where I can create charge in the club. I also have a quick god open where have since standard templates standard apse, which I can use if I know. Go back to my click says that Stop up that I have my plexus applications here I can create a new app by clicking on creating new app. I name my app printer seals orders. And as you see, the new APP has been added to my clicks. Is desktop up. I can change my great view to a list for you to get more details on my naps. Here I have the name of my application, my location where my app restored and also a short description on my application. If I want to change my title description or even any nice image to my application that I can just click on my application, Did you see for now I don't have any data yet. My app. So I just go here to bring through sales orders. She'll have information and I edit by description, and I had a short description. This application it's used to get more insight in these sales orders, regional seals and seals monitoring. I can also add a nice picture toe my application. But as you see, I don't any Dichter see that's available in my library to add some pictures to my library. I just go to the click sends folder, so I go to click since Continents default. And here I had a new pictures. I have this picture off printers and I carpet is to my default Fuller. Now this picture will be added to my library. So I go back to my application. I change my thumbnail picture and I select the picture for the default. Fuller and I insert the picture. Now you see now the picture is a bit, and as you see, there are some other options also here. If I goto options, I have some other options to change the appearance of my application. 3. Data loading - Basic concepts: So once we have installed large or click says desktop application or messed up and create our first click sense up, we can start loading data into our application. As you see, Click Sense has many different options for loading data. You can load they trying to click sense using a regular database collection where you can load data from a weap file local file on your computer. As you see, you also have some big data alternatives so that you can load data from a passion for card era, and you can also connect to sail sports. For example. Click also has a quick data market where you have some data sets that are offered by click , for example, exchange rates or open source government. They there's generally loaded into click truly data about Editor, which contains a data load script that lows your data into your application. After you've loaded your data with Data Little editor, you can manage that data with the data manager data manager. You can manage your tables in all the fields of your data and also manage the associations between different tables within your data model with the need data model viewer. You give you your later mall and also create that mentions measures based on the fields with your data model. So together the data load editor data model Fewer and Data Manager our three main bones of managing loaded data into your application. So let's have a look at the data load editor. The data load editor contains your data load script, which is automatically generated when you load data with any data manager, although you might want to edit the loads cooked manually to do some small adjustments. The load script is mainly built out of load or select statements. A loan statement is used when you load from a local flat, and the select statement this used will reload from a database connection. A typical load statement. Look at this. So I load all my columns. Three Star represents all columns If I don't want to select certain columns that I could specify these cops here. So I load all columns from my file, which is this location. I can also join several tables into one table. If you're familiar with sequel scripting, this joint statement is a write off joy, so it depends. D feels from the second table to the right in the first table. Based on a certain key, the declare statement is used when you want to declare some derived fields. Cattle eat is used when you want to repent. Rose from a certain table to another team and the where statement is used when you want at certain conditions. Your load statement. For example, when you want to exclude fields that contain involved characters before loading data, which your data load script, you could also be, but your script, which is very useful If you have made a lot of adjustments to your Lord script, you can also common certain lines with your script. If you don't want those lines to be executed after your data is loaded in your application , you can view the data model with the data model viewer. The data model gives you all the table relationships so each table can be related to another table by certain key within the data model you were. You can view those keys in relationships and you can also add measures and dimensions for some of you might not know the difference between dimensions measures. Dimensions actually categorize your data. For example, the name of the product, the name of a customer region and saw measures on the other hands. Quantify your data, so these are typically sales amounts prices. And so to change the links or associations between tables, you can go to the data manager. Data Manager is two views. One of you is the association's view, and the other view the tables you with any associations. Few. You can create new associations between tables or remove existing associations. You can also add it associations between tables. When you associate two tables to each other in click sense, Click says, We'll give you the match likelihoods of those associations, so it will give you an indication off how well these two tables are associated to each other. Quick says will also find a common key between those two tables and automatically create association or when it thinks is the right key. Most of the time. Alexis is also correct in finding that key. In case you still want to edit the key association between those two tables, you can do that need a the manager. The second view in the data manager is a table for you, so here you do not Balaji relationships between tables that you managing competent tables. So here you have the table details, which give you how many rows and columns your table has. What are the most frequently used values with your table? Apart from that, you can also add it Department of your tables by Goto added tables, and they can replace certain values based on a certain group has also set Melville's. You can also order your data according to a certain column or split tables into two tables . And so you can also calculate certain viewed so you can create a new column in your table based on a calculated field. So in generally, Data Manager is used to manage the content and relationships of your data. 4. Data Loading - Exercise 1 - Connecting to a Datasource: up and I opened my printer sales orders application. Then you can see it because it's the first time that I opened my application. I don't have any data available yet, so first I need to add data to my application. I can either do it is by adding data from a file or another data source when I can use the script editor to add data to my application. In this case, I choose the first option to add data from a foul or another source. As you can see now, I haven't overview of all the available data sources. As you can see, I have many options available, so I can either choose at data from a database. I can also choose a Web file. Or I could even add a local file. I'm not going to go through all the available options, but suppose I want to add a weapon found naked. Click on Web file. I could enter the euro. Suppose I want to extract data from the government foreign trade statistics that I copied based this euro, I give my data source a name, this case or trade statistics. I create my data source and As you can see, I have two tables available. My data source. If I would go to this website in my Web browser that I would see that these two tables first parts two tables at a bottle of the webpage. So I have two tables here. Export goods by states. Top August to September increases top August to September Decreases. One of the great things about quick says that it automatically detects those tables and also suggests the following table structure. I could choose which tables to add to my data source, and I can also choose which calls I want to add disappointed. I only want the first table Select the first table and not the second table supposed both that both the first any second table. Suppose I only want the first call that's like the first column and leave the other one's black. Suppose I want all columns place. Like all these calls, I can also fill their asserted columns in here and choose where I want data profile or not , Data profile means that the data is prepared to the data manager, so that's vixens can automatically recommend data associations based on common field names if I now click on that data than the data is at it, Magnification and click Sense opens the association's few data manager to remove. This table can just click on the lead to the stable delete, and I add a new data source. As you see it is also data content available on the Click Data Mart. The Click Data Markets offers free and premium dating packages that you can use for your application for example, stocks and indexes, world currencies and so on. For example, if I go to essentially three like a local currency, currency exchange rates that I have a date a package containing daily update its exchange rates so I can select a base currency, for example, euro, a cold currency, for example, U S dollar and they date time so and I can add to this data into my data source. As you can see, him directed again to the data manager and click since automatically creates associations for me based on common feelings, and I removed thes three tables get I go back to at Data and I select my computer. This is like a local data file, and I select the Excel workbook. Example. Sales orders. As you can see, I have five tables each Cheat with the max Overbook represents a different table. I select all the color fields within my first table orders. I go to the second table returns and as you see my column, headers only started the second robe. So I do not want to include the first throw to my table. So I select heather size. What? I go to the next table products Here again, I do not want to include the first rose. I said Heather sized one. I go to customers here also, I select header size and what? I go to the table Region managers here also, I select Heather size one. I had my data and as you see my date, I add it to the take up manager. 5. Data Loading - Exercise 2 - Modeling and Loading Data into your Application: so after we have added our data source to the data manager we haven't loaded, are they idiots? We still need to transport alone or data into our applications where they're still available yet. So the first thing we actually need to do is create associations between our tables. So if I click on a table, quick sense automatically suggests me the the most likely associations. For example, for orders, Click says, suggests to make an association with the table customers products or in terms, but not with the table region managers. I can see this on the greatest color off the associated tables. So green means that there is a like the association. If I now connect the table orders to customers that a quick says automatically creates an association based on like things is the common key between those two things. So in this case, Click sends suggests to make an association based on the couple key customer name. And as you can see here, there isn't any other field that is common between those two tables. If I would disagree with quick Sense and I can edit this association and create a custom association and select the key field, putting my first table and the key field with my second table and then enter necessary Asian maid. I can also break removing association the gate. I don't want to associate these two tables if I break this association. The association is also not visible anymore. In the association's few of the data manager do that, Click Sense told work for you. You can just click home this. I can hear associate data according to recommendations. Now, Click says, automatically associates the tables for you. I can now view these associations, so I see that orders is linked to products based on the product name, which is correct. I see that orders is linked to returns based on the Order I D, which is also correct. Customers listeningto orders based on the customer name, which is also correct, and customers regent managers are linked to each other, basically region next to the association's few hours. I mean tables. You wouldn't think the manager, so if I go to tables that I can see all my tables that could also added to those tables. For example, if I go to at its customer that I can rename the names of my columns in here. I can also create associations. I can even add a new field to my table. I go toe at field Calculates Field. I can also add Vivat my tables. I can also see summary statistics in here. So I have 17 95 toe dis things. I was with my customer stable. I can also split sort of values into two calls. For example, I could split customer name into first name and last name. But I can also sort the values within my carbs as you remember my data sources or edit my data manager. But my data is not loaded into my application yet. To do this, I click on load data which automatically creates a load script. Any data load editor? Yes. You see, now data is loaded into my application. I cannot go to the data model viewer to view my data model. Really? My data model, I can create measures and I mentions which I'll explain later in the scores. There are two ways to defy your measures Mentions either through the data mall viewer or while editing the sheets. Your application. If I go to the data load Editor that I can see the terror two scripts available. The auto generated section contains the data load scripts that is generated Party data Manager. As you remember, we loaded our data through the data manager, which automatically generated this script for us. You could also build your own datable script and then load this truly data love editor without using the data manager to edit this data. No script. Just click on unlock by default. This also generate script is locked for editing, so I click on a lock. As you can see, each table is loaded. Three road script because I'm loading from a local file in case I would select fields from a database. This would be a select script. Suppose I want to join the order stable and the return stable in tow. One table that I can use the joint statement by default. This will be right after joint, so the second table will be dependent to the first stable. So I removed or commons the return stable name in the type. Join Lo like I've joined before the second thing, which is your eternal stable. And if I would know descript again and go back to my data manager. Then I see that he returns stable, removed so it does not exist anymore. And it's at its to be porter stable. Because I loaded data from the data editor, I need to synchronize scripted tables. So to summarize, with three main components loading a magic data into quick sense that the data load later Data model, viewer and data manager, the data load editor contains a load script issues for loading data into application. You can either create a script manually or created through Data Manager. The data manager is used for managing the factory application and managing associations between tables. And then you also have the data model viewer where it can view your logical data model but also create measures in the nation's For some of you, my effused click view before the load Scripts within Click View should have a similar Syntex and Click Sense. You can also find a lot of information on the Internet about creating load scripts and scripting within click. Since 6. Sheet Visualization - Visualizations: Okay, so once we have loaded data into application, we can start building sheets of visualizations. So why should we build sheets and visualizations in application? Well, actually sheets or a way of structuring information in the application and visualizations or a way of presenting that information. So each sheet within our application contains many visualizations that are grouped on the same topic. For example, you could have a sheet for product information, sales, information, customer segmentation as well. We can also add a title description and even a thumbnail picture to a cheat and also duplicate and delete sheets toe build the sheets and application. We can use charts and visualizations, so these air actually ways of presenting the data in our application. There's some frequently used visualizations like combo charts, filters, God escaped the eyes by charts, dream maps, even waterfall charts. This is just uneven. Few because there are also other visualization, and Click says what is important here is that less is more, and also each visualization had its own purpose. So it's important to choose which visualization we're going to use to present your data. So first we have a combo chart, a combo chart is used for comparing two sets measures that have a different scale or units . For example, you could have a a primary access which contains a number of orders, and they secondary access, which contains sales amount profit margin. The 1st 1 is a quality second twenties and amounts you need to different units. Typically, it's also best breakfast to visualize quantities with a bar chart and miles with a line chart. In case you would have multiple line or bar categories, you can either stack or cluster those categories, so cluster means that you have separate lines or problems next to each other. If you cluster does and if you stack those lines or comes, they will be added up. We can also add filters to a certain sheet filters. Allow me to filter a for a specific range our values and only show the field values in your visualizations. If you select a certain fielder. Value on all, the visualizations will only contain that filter value. So you feel that for all these sheets with your application, filters are very useful. If you have a large sets off filter values. For example, date ranges, regions, orders reading customers a guard meter is a way for presenting a single value within a range of limits or segments. You can compare this to the fuel meter within your car, where you have a single value, which is your current few level, which is measured against a certain range. And that's to limits either an empty fuel tank or a full fuel tank. You can use God meters to represent a value against a certain benchmark next city. Also, KP eyes KP Isar Ways of presenting a single value without ranges or limits. Example of a K P. I would be the current profit growth rate. Bar charts are used when you want to represent the composition of a certain measure within a certain category or dimension. Example be sales by product category, so I want to compare sales across product categories, So we want to highlight the distribution of seals within a single dimension product category. If you want to compare a certain measure within multiple dimensions and we can use a tree map, a tree map gives me a very good visual representation when I have to. That mentions which are nested, for example, sales category and sales, subcategory or province and region these size directing most Pinetree map represent a certain measure. For example, seals amount. If I would have a large rectangle, this means that I have a large sales amount. In this example, we measure a certain unit sales amount against two dimensions. Product, category, region. And, as you can see the first time, mention is product category because we can see the product categories on top of the regions . In the second I mentioned this region. Another frequently used chart type is a waterfall chart. A waterfall chart. It's used to decompose a certain measure into sub measures. For example, if you want to decompose your Sears amount into a base cost, shipping, cost discount and even profit margin, each column with your waterfall chart on Lee gives you the difference with previous come. So you get a nice waterfall layout, as mentioned already, Each visualization can contain measures, and I mentions so whatever measures in their mentions, measures are actually a way of quantifying your data. For example, salesmen, price number of orders and I mentions or ways of categorizing the data presumably could any product name, product, category, customer name, So in a visualization with typically represent a certain measure within one or multiple dimensions. For example, we could represent the sales amount for each customer segment and product category, but we can also have one dimension with multiple measures. For example, we can have one dimension product category and compare both. The sales amount a number of orders for a certain product category. When you create your charts and visualizations, you can either drag and drop your measures and dimensions from your calls into the measures in Dimension Field. Or you can define him measures. And I mentioned muster. Active in Mosser item is an item that can be reused later. For example, if you calculate a new measure, you can reuse this measure later. By defining a monster measure within a monster dimension, you can define a single value or multiple values screen drill down. Finally, you can also define Mosser visualizations in case you want to re use certain visualizations in one or multiple sheets 7. Sheet Visualization - Expressions and Variables: As you know, visualizations and click sense the fellow measures on dimensions. These measures in dimensions can be defined by expressions. Expressions can contain fields, functions or even variables. These are all defined in the expression editor. So, for example, if you want to create a bar chart can have a dimension, which is, for example, product category. We can have a measure. For example, some off seals amount he's some sales amount is if I am the expression editor. So what? In this expression, the field is sales amount, and the function is some. There are many functions available in the Expression editor. Some of the most frequently used functions and expression editor are aggregation functions . For example, some count color functions to define a certain color. For example, if you want to define a color any certain charts based on a certain expression, you have conditional functions which return a certain value in cases, sort of condition is met. You have field functions that return a certain characteristic of a field. For example, get current selections you have for moving functions to form. It feels in a certain formats. So let's have a look at some of the most frequently used aggregation functions. So, for example, you have some to calculate its some off a range of fields. For example, some sales amount ATS up hold the sales amounts have counts to count the number of fields within a certain range, and you have average to calculate the average a certain range of feels. You also have caller functions. So, for example, if you type the function blew into the expression editor, Click Sense will give you the blue color if you type green click. Since we give you cream color, which is most used when you're using with conditional colors, you can also define a color based on the RGB value of a color. So that's the red green blue value and also defining color mix. So that's a set of two colors with intermediate shading. Conditional functions can be used to return a circle value in Casey conditions. Mets, for example, you could combine a color function with a conditional function and say, for example, if the amount is less than zero, then use the color red. If the amount is greater than zero, then you see color green. The match function returns the number of expressions that match with a certain perimeter, for example, Return value. True if payment method is bank dress for field functions are used to return a characteristic of a certain field. For example, you can use the get current selections function to return all the current active fielder selection. With your application sheets you can use Get Fields selection to return the field selections you can use get selected accounts to return the number of active fielder selections. Former thing functions are used to define a certain format of your fields, so formatting functions are mostly used for creating dynamic titles or dynamic labels or subtitles. For example, you can define a time for months representing the current time with the title of your charts. String functions are mostly used for manipulating string fields. So, for example, you could use left to return you a number of characters. Starting from the left, you can use the right to return you the number of characters starting from the rights of starting from Jens. You can use trim to remove leading or training wide spaces for me string, or you can use replace to replace certain characters. Ministry. Other frequently used functions in Click Sense or a number of fields. A number of roast to return a number of fields or rows in a table arranged counts to count the number of cells in a given range. So as you know, when we create expressions in the expression editor, we can hear use functions, few names or variables. So what are variables? Actually, well, variables are used when you want to re use certain calculated few values with a multiple expressions. For example, when you calculate a certain threshold, they want to reuse that threshold within multiple expressions. This can also be very useful when you're building complex expressions, or when you're reusing a same value time and time again when you create a variable in click . Since you just click on the create a variable Aiken, then you give your variable A certain name. On definition definition is basically the expression of your variable that you can add it in the expression editor when you then add it, a certain variable that's already been created that all the variables will be updated with in your visualizations, so you created your variable. You can use that variable in expression editor as you remember each variable has a name definition to use a variable in the expression editor, you first at a dollar sign and then the name of the variable in between records, suppose you have created a variable sales 2012 Chris, and this variable is the following definition. Some over seals amount. If Manager is Chris and order date is 2012 then you can use this variable in the expression of your visualization so you can type dollar sign, then in between brackets sales without 12 Chris in click Sense. It's best practice to reuse variables whenever you have public its calculations. Using variables also makes it a lot easier to share certain calculations with team members . 8. Sheet Visualization - Best Practices Sheet Design: When you're building the sheets for the application, it's important to take into account these best practices for resigning your sheets. When you start building your sheet, it's important to think about the audience. Does your audience want to have all the details of which orders were delivered time, which were not delivered on time? Or does your audience just want to have a general overview of the KP eyes or sales figures ? So when you design a sheet, it's best to start thinking about your target audience and define a purpose for each sheet . For example, you can have a sheet with all the product details, a sheet with all these sales details and issued with all the orders, details and above that you can a general overview sheet with just KP eyes and sales figures When building multiple purpose sheets in your application, it's a best practice to start with the sheets Tevye highest level of information and then gradually go to a more detailed level of information. So generally, the over you sheet, which contains the highest level of information, will be the first cheat within your application, and the more detailed cheats will be more getting back the application, typically a overview off the sales orders and all the details off which orders were delivered on time. Another time we placed at the back of the application. However, where you're designing your sheets, it's best to start with the She has the highest level of detail, so it's best to start from the end and then design your overview sheet at the end. Less is more, and you should be very careful about using nuts. Too many elements with your sheet. So let's have a look at how not to designer sheet. Here is a bad example of a sheep within quick sense and just think about a few things that are wrong with the sheet. First of all, the KPs profit pro trade sales growth rate are placed at the bottom. Right corner of the sheet actually is best to place these KP eyes at the top of the sheet because this is very high level information. I also have too many different objects that should not be in a K p I dashboard. The order stable should, for example, not be in a K p I dashboard, but should better be in a separate sheet containing details on the orders. So, typically in a k p I dashboard, I should just see the KP eyes and then, for example, the sales revenue or time or the number off sales orders or time. But I should not see details like the orders sales by product, category or subcategory only product. Because break surgery. There are also a lot off colors using his dashboard, and you could improve his dashboard by using less colors and only using colors to highlight certain data. For example, if I have a negative profit growth rate, I can highlight this in Rhett. At the moment, profit growth rate and sales growth rate have a blue color, which does not at any meaning to that data. So if I want to highlights negative data negative amounts, I can use a red car. If I have positive amounts, I can use a green color. So to summarize, it's important to look a placement of visualizations. Always put KP eyes and summary charts at the top of your sheet and use filters and navigation pains the left of your sheet at the bottom of your sheet. You can use more detailed charts for example, cost breakdown structures, certain trends over time and so on. It's also important to choose the colors in your cheat very wisely, so the fewer collars lead to less distraction and only use colors to highlight certain important figures. You can also use color expressions to use conditional colors in case a certain threshold is exceeded or two more bottom arrange values or top range values. 9. Sheet Visualization - Exercise 1 - Sheet Navigation: Okay, so once we have loaded data into application, we can start building sheets. I want to create six sheets, one KP I dashboard that gives me a general overview off my application. A sheet for performance monitoring. Patrick performance off each manager within each region, the customer segments, seals. She'd give me more details on the customers who are my most important customers and which customer segments are most important. The product category sales gives me more leaders on my products, which are my top selling products. What are the most important product categories, and what is the average product caused? Breakdown? Structure his shipments? She gives me more details on the shipments and shipment orders. What is the average time to ship a certain products, and how many shipments do I have on average? Finally, I also have a sheet with the orders and returns. Here. I want to add a table with a filter pain, where I can easily filter on certain orders. I now open my application up, and I opened my printer seals order application. And as you can see, I have three taps, sheets, bookmarks and stories. I go to the shed step and I already have one empty sheet, so I opened the sheet. I go to edits. I go to my sheet list view in the top right corner, and I edits my first sheet. I call this cheat KP I dashboards. It's also best practice to add a description to each of your sheets. So here, at a short description saying Overview and KP eyes, I add a new sheet, which I call performance monetary. I had a short description monitor the performance Oh, each region manager at a third sheets, which I call customer segment seals, and I add a short description customer segments analysis. I create a new sheet, which I call product category sales, and here description is product category and subcategory seals. Analysis. Then I had a sheet shipments and I add a description track. Oh, shipments and shipments costs I and my final cheats, which is overview Borders and Returns. And I Any description track whole orders and returners. Okay, I cannot close my chief you and so building my sheets 10. Sheet Visualization - Exercise 2 - Sheet Overview Orders and Returns: to build my first cheat, which is the orders and return sheet. I just navigate to the orders and return sheet in here, and I can start adding visualizations for this sheet. I do not want that to manifest realizations. I just want a filter pane on the table. So the purpose of this sheet is that users can easily find a certain order or filter all orders that have a certain order, date, priority or status. So I started by adding my table. I go to the charts, step and I drag and drop the table visualization into my sheet and I add, I mentions I add my first dimension order I d. So I type order I D. And I select the field order I d. I add My second I mentioned so likely had a column I mentioned on my second dimension is order date. I add my TERT I mentioned, which is ship dates. I add my fort and I mentioned which is ship mode. I had my fit, I mentioned, which is product name, and I had my final dimension steps. As you can see now, all my dimensions are at it. I just need to add my measure cell. So as you remember, measures are used to measure or quantify your data, and I mentions are used to categorize your data small. I have added mine data categories, and now I want to add my data values or measures in this case quantity and unit price by click on at column. It's like Measure and I enter quantity, order quantity. When I have a measure, I always need to define an expression. In this case, I can choose either some off order, quantity or average order quantity, so I select some or quantity I Any new measure Michael to eth Col measure and I enter Unit Price and I select some for average unit price to change the order off my columns. I could just drag and drop a calm to a different position to add it. A column. I can just click on the column, and I can added my future or label. Suppose I want to rename the columns, order, quantity and unit price that I go to recall, um, some order quality go to label and I entered the new legal order quantity. I do the same for unit price. Go to some unit price label. When I enter a new label Units Price, I can also change the former thing off my numbers. So now the former thing is automatically defined. I can change this unit price, too money and I can't even define my money form. It's in here. I can also add a background color expression or a text color expression, but I do not want this in this case. I just want a total function and I want to have the average tool. So it's like the average and they go to my column order quantity. Here. I want a cool function some and I want a number for meeting number and I do not want any decimals quantities. In the second step, I can define my sorting preferences, so I want to sort first on order date. Then I want to sort on status. Then I want to sort on product name and then I want to sort on order. I d. Within the appearance that I can define a general appearance for my visualization so I can add a title. For example, I can at the title orders, and I can even add a subtitle for example, overview both all orders. Secondly, I want to add a filter pain. So I select the fields pain from the menu, and I dropped the feeling pain onto my dashboards. I added, I mentioned to my future pain, and I ask, Did I mention order dates? Secondly, I adds the dimension priority. So I go to add they mentioned five priority Then I wanted to any dimension says, And now I could just fit my field your pain in two D left area of my sheet instead of order date. I can also create a new dimension within monster items. So I go to monster items and I go to create New and I create a new dimension when they drill down and I select or did a two year order. Dates Month and Porter dates date. I now have created a dimension with multiple drill down values, and I call this New Dimension Order Dates selection and I at this I mentioned click on the I remove. My previous order dates from my filled pain. So I go to do eat and I add a new dimension. They select order date selection and at the new order date selection fields to my field criteria 11. Sheet Visualization - Exercise 3 - Sheet Shipments: I build my second sheet, which is shipments here. I want to present the information about the total number of shipments shipment costs every day to ship as long I start by adding a combo chart with the number of shipments by shipping modes and the shipment costs for the number of shipments by shipment mode, I use a stack called Chart and for the shipment costs are using line charts. I combined these two in one single Compal Chance. So I start by adding my combo chart that I had my first stagnation, which is ship date then I at a measure shipping cost. But I want to have these some off shipping costs. I want to have a line chart. So I select line that I want to add the number of orders by shipments, mold or shipment type, which can you be delivery truck, express air or regular air. So I create a new mosque from measure I'm here. I want to create a first measure that gives me total number of orders for shipment mode delivery truck. So I open the expression enter every time counts. If and I select the field ship moat likely call insert equal to delivery truck, and I want to count the total number of delivery truck or so I think counts. Yes, like the feuds order I D. Inserts apply and that give my measure a name delivery. Oh, Chuck orders creates and they do seem for express air and regular here. - And I add my new measures to my visualization. And you conceded my shipment passed and the number of orders have a totally different skill . You it So I can solve this by adding a secondary access for Shipman's cost. I also renamed my some shipping costs to total Shipment's cost. I go to Appearance General and the title total, Shipman's Cost and Loader orders. I go to presentation, and I changed, grouped to stepped because I won't stack carbs and my gumbo charters finished. So I slightly move, become a chart to the bottle beach. I have to regular bar charts. The title of my first chart is average days to ship and the title of my second chart. This average Shipman's. Of course, Since I have the order, date and shipment dates, I can calculate a new measure base to ship. So I created a new muster Measure base to ship. And I add the expression ship dates, mines, order, date, I add Didn't mention ship mode with my average days to ship chart. And I had the measure. Baster ship. I actually want the average number of days chip. So I go back to my mosque measure days, a ship I go to edit. Okay. And I changed my expression to average and night week safe. No, my charges related. I go to appearance, presentation, and I choose horizontal bars, and I also select label values on I do the same for my second chart. I had my dimension should mode and I end my measure, which is shipping cost okay. And I want the average shipping cost and I go back to appearance And that changed the presentation to a horizontal. And thats which value labels to our I change the label off my average shipping costs too. Average shipping cost and I select number for minting money. Then I had my first k p I I had my measure, some of shipping costs and I really need my label too. Total hitman's cost. I changed my number for meeting to money. Then we'll be lower Second KP I I asked my measure Base to ship to rename you label. I have to go back to monster items and edit the mosque measure. This ship quickly edits okay. And that change name to average. These se and I had my turkey average shipping cost and I change is able to average shipping cost number permitting money and I can save machine. 12. Sheet Visualization - Exercise 4 - Sheet Product Category Sales: to build our product category seal sheets. We want to add a filter paint to fill on product, category and product subcategory. We want to add a table with the top selling products by sales. We want to add a chart with the product because breakdown structure and want to add to buy charts with sales by product, category and still product subcategory. So I started by adding a filter paint, and I had the Dimension product category. I had a second dimension products so category. Then I had my table and I add, Did I mention products? Name and the measure seals some and I renamed this to seals number for minting money, and I renamed my table too. Seals by product. I go to sorting and I sort by seals amount. Then I had to buy charts. I adds the dimension product category for my first by charts. And did I mention product sub category for my second by charts. I add a measure some seals for both by charts, and I had a title to my bar charts, seals by product category and seals by product. So you, if I go to appearance than I can change the presentation from by two donut. Finally, we add our waterfall charts and in their waterfall charge, we want to give a product called breakdown structure. So we want to decompose or product price into a base cost, shipping cost discount and profit margin. To calculate my base cost, I have to add a new calculated measure. So I go to measure I go into the expression editor. So I inserted the field unit price and I moved. The flight is with the field order quantity and they won't have the average this soy at average unit price times order, quantity. I call this measure the base calls. And I had a second measure, which is the shipping costs, average shipping cost. And I call this shipping costs. I add a new measure this come and to calculate my discounts. I think the average off this count, which is the discount rate, multiplied. When's the sales amount? I call this measure. This counts. I had a new measure province, which is he average profits and I call this one for offense. Morty, I changed my number for meeting to money, and I can also add a title when I go to Piers General Battle I A title products cost break down searching and I need some time, including direct costs. Finally, I can also change the colors off my product cost breakdown structure. I go to colors and legends. Then I can change colors to positive findings in cream negative values in. 13. Sheet Visualization - Exercise 5 - Sheet Customer Segment Sales: within the customer segments. CEO sheet. I want to start by adding to Katie ice the total number of sales and the total sales amount . So I drag and drop my KP I visualization into my sheet. I add a measure seals counts, which is the total number. Oh, seals and I had a second k p I, which is seals some, and I call this one sales amount. Next to that, I want to add a scatter plot chart, which gives me the sales first morning for each customer segments. So I create a scatter plot chart. And they called US seals versus margin by customer segments. And I add a subtitle to seals amount versus profit margin. I admired I mentioned, which is customer segments, and I add my two measures, which are profits, average profit and also seals some seals. And if I go to appearance presentation, then I can change the bubble size and increase the bottle size a little bit. And if I want, I can also add a Grady in color by either dimension measure or expression. In case I choose, I mentioned that I can set a creating the color according to the customer segment. For example, next three seals versus Morton charge want to add a line chart to show the total sales by customer segments over a period of time. To do this, we first need to create a monster measure for each customer segments. So I go to monster Idols measures to create a new mosque for measure, which I call comes humor seals. I opened the expression editor night type some if customer signals equal to with humor, and I want to have the total sales amount in that case. So type seals apply creates and I create a new measure. I call this measure Home Office. I opened the expression editor on night type. So if customer segments is equal to home office seals, I create another measure. Two prints and I opened my expression editor my type. So if customer segments is equal to corporate seals, I can just copy paces formula create my next measure, which is small business. I open the expression editor I based my formula and replace the customer segment by small business. Apply creates and I can start creating my line chart. I create a line chart and at the nine mention order date month and I add my measures, which are because humor I add my second measure, which is small business. I add my turd measure, which is corporate, and I add my fourth measure, which is home office. We can add a title which is customer segment seals Trent and at a subtitle, which is total sales by customer segment over time, we can also change the appearance and change your presentation to an area chart. Finally, we can create our tree map. As you remember, A tree map contains multiple message dimensions on a single measure. So I start by adding my first dimension, which is region. I add a seconds they mentioned, which is province, and I add a measure which is steals some seals. As you know, each region can have multiple provinces, so region needs to be on top off the Dimension Province. I can change the appearance of my treatment. I go to appearance colors and legends, and I changed the color from auto too manual by measure, some seals, then I can use a buy virgin close. I can also add a turd they mentioned. For example, I could at the Dimension customer segments next to province and region, and I can add a title customer segment. Sales by province slash region 14. Sheet Visualization - Exercise 6 - Sheet Performance Monitoring: to build my performance monitoring sheet. I start by adding a five table and I call this five a table performance monitoring. And I started by adding a dimension manager and I had a measure seals some seals and a measure sales count seals. I relabel my measure, some sales to photo seals amount, and I relabel my measure councils to tool number off seals. I create a column and I at the column order. Date Year. I have two options. The first option is to first group my columns by measure and secondly, group them by order. Date here, or I could first group them by order. Date here. And secondly, by measure I changed Ito Sears mouth number for meeting to money. I add a dog meter for each manager. In total, I have five measures, so I need to create five Got meters. I add my five managers, which are Chris area. So William and Pat I want to compare the current sales amount for year 2012 for each manager against the benchmark, So I create a new variable for each manager. I go to variables create new and they type seals. 2012 underscore Chris definition Some. If manager that's equal to Chris and Order Date like then I use a wild card star slash store slash 2012. So this will look for all the dates that contain the year 2012 seals. I click on Fly and Copy based this formula, and I creates my next variable sales two dozen 12 Erin and I copy based Formula and replace Chris by Aaron. I do the same for BET, and I do the same for William and later seem for Sam. Now I add my measures for each of my GAC charts, so I add a measure and then simply replace the expression by the variable like that dollar . Then, in between records, I type sales 2012. Chris, give this label seals Chris. I do the same for Aaron, and they do the same for Sam. So to call a variable, I always type a dollar sign first. And then at my variable name. I do the same for William and Under seemed for Pat. So now I have created my measures, but I haven't created my thresholds or segment yet to read. I first create a minimum maximum threshold. I go to variables create new that I can create my seal Stark a minimum threshold. Steele's targets men and definition will be some if order dates like store slash store slash 2012 seals divided by five because five ministers multiplied by 0.95. I do the same for my steel stark maximum, and here the maximum will be one 0.15. To add those thresholds to my cock charts. I go to the guard charts and I go to appearance, presentation, radio use segments and I add my first limit. And here I can define the limits in the expression editor. So I type the variable seals targets minimum for my minimum target, and I define a second segment, which is the still story. It maximum. - I can either choose a radiant color, or I can use a solid color, and I can use a creed color. If the target is above my maximum, I can use an orange color. If the target is in between my minimum and maximum and I can use a red color in case the dark this below my minimum 15. Sheet Visualization - Exercise 7 - Sheet KPI Dashboard: to build our KP I dashboard. You want to start by ending to combo charts. I create my first combo chart, which is steals revenue versus orders, and I add a dimension ordered aides and a measure order I. D counts. And a second measure seals some. I rename my first measure to number off orders, and I renamed my second measure to seals. Come out. And I want the seals amounts to be displayed with a line chart and have a secondary access , and I also changing number for my thing to money. If I go back to my dimension Order date, I can add an alternative dimension, for example, Order, date, month and order date year. Then I create a second combo chart, which I call profits versus orders. I did. I mention order dates and alternative dimensions, order dates a year and border date. No. And I any measure Callens order I D and I name this measure number off orders and I add a second measure which is profits some profit. And I named this too profits margin and I changing number Former thing to money, and I used a line chart with a secondary excess I also want to add to KP eyes to my dashboard sales growth rate and PRODUCTO traits to calculate the sales, growth rate and profit growth rate. I first need the sales and profit figures off 2011 and 2012. So I create a new variable seals 2011 and I entry definition some if order dates like store slash store slash 2011 seals. This will give me the total sales for the year 2011. I do the same for 2012 so I can't be basis formula. Crazy new valuable seals 2012. I do the same for profits 2011 and I do the same for profits. Two dozen 12. Then I add my two K p ice to any measure. I opened the expression editor and I entered the variable seals to thousands. 12 minus variable seals. 2011 and they want to divide this by seals. Two thousands. 11. I renamed my label to sales growth rate number for meeting number percentage, and I want to have two decimals. I do the same for my second Gaby. I. So, at a measure I opened the expression enter and I entered the expression Profits 2012 minus profits 2011 Divide by profits through a dillaman. This will give me the profit growth rate. So I re label this too Profits growth right? And I choose number for meeting number percentage with decimals. Suppose I want to give my gay P eyes a dynamic title and subtitle I can go to appearance and I first switched the titles on and I add the title Total sales revenue and I want to add a dynamic subtitle which gives me total sales in 2011 any total sales from 2012. So I go to the expression editor needs subtitle field and I entered this expression So I have seals 2012 and I have the seals 2012 number, which I divide by a 1,000,000 to get the 1,000,000 number for months. Do the same for a seal student 11 where I have the variable CSU as 11 which I divide by one million to get a 1,000,000 number for months. So I used my expression editor to define the formats off my variable numbers. And if I apply this expression. I get this subtitle. I do the same for profit growth rate. It's which titles to All I Create a Title, Total Profits and a subtitle where I change sales to Profit Boy and I Get Again, a dynamic subtitle with the Variable Profits 2012 and Profit 2011. So, as you see, you can very easily create dynamic titles and subtitles with variables and text. I can also change the colors of my KP eyes if I go to color conditional colors on and I add the limits zero that I can mark all the negative values in Rhett and all the positive values in green I can even edit down and up are assigned to my positive and negative values . The same for practical trait. I and my limits, too. And I add my red color for negative values and creed color for bust If eyes together with an arrow symbol 16. Data Storytelling - Presenting Insights and Publishing: So, as you remember, we've started by collecting data in application first by connecting to a data source and then my extracting and loading that data with the data low script. After we have load, it's the data into application we can manage or data using the data manager. And finally, we have looked at ways to build sheets with visualizations and graphs to present that data in order to find trends and patterns in order. Next to that, QUICKSANDS also offers the possibility to present insights with data stories. So what are data stories? Actually, they the stories are a new way of presenting stories and insights. We target audience so you don't simply show the data visuals to your audience, but also tell a story with it because most people remember stories and only a few people actually remember statistics, data storytelling is becoming increasingly popular, and it's also one of the key differences between quick sense and quick. You Click View is not offer the possibility of data story town, but quick sense does offer this possibility. So what is the difference between a visualization, a data story on the snapshot so visualizations are actually all the objects that you can builds or creates within the sheets of your application. For example, charts or tree maps or Fielder's. When you select and fielder data in your visualizations, you can take a snapshot at a certain period of time so you can take a snapshot of a certain visualization with a certain filter and use that snapshot in your data story. Your data story is actually a way of presenting snapshots and other objects to present a certain I D or a certain inside to a target audience. So to create a certain data story, you start by analysing and selecting filters in your visualizations and then taking one or multiple snapshots of those visualizations and then adding those snapshots to your snapshot library. You can take snapshots using the snapshot camera Aiken next to your visualizations. Next to that, you can also use embedded sheets. Your data story Embedded sheets allow you to make selections and filter for certain bacteria within your data story, so you don't have to go to the application yourself. But you just select those fielders within your data story. You can also add certain titles or text in your data story just like you would in a normal presentation. Finally, you can export and share your data story. You can either choose to export your data story as a PdF or is a power point. You can also present your latest story by going to play this story and accessing live data in case here, for example, in better Chief. By going to go to source after you have built your application, you can publish your application or you can publish certain sheets or stories of your application. Sheets and stories can only be published case your applications published. So first you need to publish your application and then you select these sheets or stories you want to publish within an application. This means that you can also unpublished certain shades or visualizations that are part of a published application. This is very useful in case you're still working on certain shapes or objects in your application, and you don't want to publish those sheets or objects. Yet once your application is published, you will not be able to add it's the load script, data manager or any of the published sheets or visualizations in your application. Two. Edits the published sheets off your application. You need to, um, publish those sheets first. 17. Data Storytelling - Exercise 1 - Sales Meeting: Okay, Once we have built all our visualisations, we can actually start analyzing or data. So let me go to my KP I dashboard. As you see, I haven't increase my sales brought rate, but my profits growth rate has declined. I want to know if this is a one time occurrence or if my profit growth rate has already been declining over the past years. So I opened the exploration menu for the profit versus orders chart, and I select the dimension ordered eight year. And when I sold my order date ascending, then you concede that there is a declining trends in profitability to get more details on the profitability and these sales versus margin. For each of my customer segments, I can go to the customer segments. He'll step and here I concede it. I highs. Profitability customers are any small business segment and my lowest profitability customers or any corporate and consumer market. If I now select the customer segments small business and go to the product category sales step, then I get an overview for the product sales within the customer segments of small business . I can see my current selection criteria in the top left corner of my sheet. So I see my selection criteria. Small business. I can also clearly selection. So once I select a certain field, this election will be applied to all my sheets with in my application. If I select a certain filter, for example, technology, then you see that my current selection is marking Green. So my current selection is technology. All my possible values within my selection are marking white. So within technology, I can choose the subcategory computer peripherals. I can choose copiers and fax office machines and telephones and communication. Oh, my alternative selections, extra technology or Martin Light grade and all my not related items, such as product sub categories that are not part of the category technology. So suppose I want to refine my selection technology to the subcategory copiers fax, and I suspect copiers and fax. And now I have all products that belong three product category technology and belong to the product, subcategory copiers and fax. If I go to the shipments sheet, then I can see my shipments and shipment costs. Suppose I want to know the average month days to ship in the average shipping cast off certain shipments then I can simply select those shipments in my combo chart. I can also use the Lessel selection to draw my selection rage. To view more details. My combo chart. I can select the exploration menu or I can large this combo chart full screen. If I go to the selection menu, then I can sort my data according to my preferences. Also, change presentation example from groups to stacked, and I can also change my colors. Suppose I would've aid I mentioned with multiple alternative dimensions that I can select those alternative dimensions within my selection area. For example, if I would go toe edit and then at two alternative dimensions toe my Dimension ship date. So at Alternative Ship Dates Month and alternative ship Date year, and I go back to my presentation sheet that I can go to the exploration menu and change my horizontal access from ship date, tow ship date month or shipped eight year within the sheet overview orders and returns. I can see all my orders and, for example, only select delivered orders not to return orders so that I do not include the returned orders in dressed my presentations. So when I apply the selection delivered to my status, then all my objects will be update 18. Data Storytelling - Exercise 2 - Sales Meeting: After analyzing and investigating my data, I want to create a data story. So a data story is a way of presenting certain insights to my target audience. This case I want to present a data story for a sales meeting before creating your data story. It's important to think about the message on the inside. You're trying to bring their target audience. In this case, we have a declining profit growth rate, so we know the profit growth rate has declined over the last four years, and we want to investigate how we can increase our profitability. So we want to look at profitable customer segments and profitable product categories and investigate how we can increase profitability by focusing on those areas. So I create a new data story. If I go to data, stories, create new story. I named this story seals meeting and description is preparation for D, and you will seals meeting and go to my data story and I can start creating my first slide . I created title good with Title Objects title, and I create a title K P. I overview. I go back to my sheet KP I dashboard and I created a snapshot off the current sales growth rate. I add a description, sales growth 2012 and I create a snapshot of the profits. Go treat. I add a description, Profits, growth 2012 and I take a picture off the declining profits versus orders trends of the last four years. And I named this the kind profits. Okay, so these snapshots have now been added to my snapshot library. So I go back to my story and I add my snapshots from my snapshot library. I add my two K p eyes profit crow Traits 2012 and sales growth rate two dozen 12. And I add a small paragraph saying Increase in the seals revenue, the climb in profit margin putting profitability under serious pressure. I can increase the false eyes from medium to large, and I can work profitability in red. Finally, I also add my declining print and I any new slide. Give this eighth title category seals. I go back to my she product getting resales and they want to create a snapshot of these seals by product category and seals byproduct subcategory for year 2011 and 2012 so I go to the overview orders and returns, and I select your 2012. I go back to my product category sales and create a snapshots off my to buy charts, and I call them product Category two, Dozens 12 and products. So Category 2012. I do the same for 2011 so I go back to my orders and select the order date 2011. I go back to my product category seal sheet, and I create a snapshot again. I also take a picture of the product caused breaking a structure for the category technology. Nicholas Product cost breakouts Right here. I'll save this and I go back to my data story, and here I add my to buy charts for product category, and I had my product cost breakdown structure and I add a paragraph. What a small text saying Cost breakdown structure indicates high profits margin for technology products. I duplicate the slides tonight renamed to so category seals. I add my two subcategory pie charts. I go back to the product category seal sheet, and I select my two sub categories telephones and communication and the copiers effects, and I create a snapshot off my product cost breakdown structure, and I go back to my data story and I at the product cost breakdown structure to my subcategory seal slide with a small paragraph scene. Cost breakdown structure indicates high profit margin for telephone and communication. Oh, and copiers infects. I had a new slides, which I call technology customer segments, and then go back to my product category Seal sheet and I select the category technology and go to the customer segments CEO sheet and then take a snapshot of the sales versus margin. My customer segments charge night name is seals versus margin. I go back to my data story and I add this visualization toe my story and I a small paragraph. Increase profits margins by advertising in the small business customer segments, technology products. I can also embed a sheet into my presentation. If I go to sheet library, I can, for example, select a sheet. For example. I can select the customer segments seal sheet and I can embed the sheet into my presentation if I now play or present my data story that I can present my data story to my target audience. If I haven't embedded sheet in my presentation. I can either go to the sheet directly or I can filter dynamically within my presentation. So data stories are actually great way to have an interactive experience with your target audience. You can also share or export the story to a PowerPoint or PdF in here, and you can also publish your application your data story.