EMEA Quantity

Quantity sold in EMEA for 2004 ..

Workshop - Quantity Sold

Steel Wheels Inc require an Analyzer report - EMEA: Quantity sold by Territory Yr2004.

You will need to:

• select a data source

• add columns and rows to the report

• filter the data

• add totals

• apply conditional formatting

• create a column to show rank

• switch to chart format

• refine the report

• and finally Save the analysis.

EMEA: Quantity Sold by TerritoryYr004 -Tree Map

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1

Data Source

1. From the User Console Home Perspective, click Create New > Analysis Report.

If you have any other reports open, this same functionality can be accessed under the File menu on the menu bar.

1. In the Select Data Source window, click SteelWheels:SteelWheelsSales, and then click OK.

2. Switch to 'Schema View'.

2

Add Data Columns and Rows to the Analysis

To add Quantity, Territory, Country, and Years to the analysis:

1. Select Quantity and drag it to the Measures drop zone on the Layout panel.

2. Select Territory and drag it to the Rows drop zone on the Layout panel.

3. Select Country and drag it to the Rows drop zone on the Layout panel. Drop Country below Territory.

4. Select Years and drag it to the Columns drop zone on the Layout panel.

3

Filter the Analysis Data

To filter the analysis to only include EMEA and 2004:

1. To turn on the Filters panel, on the Toolbar, click the Filters button.

2. To filter on Territory, from the Available Fields, select Territory and drag it to the Filters panel.

3. To display only EMEA, in the Filter on Territory dialog box:

• Select Select from a list.

• From the list of values, click EMEA.

• Click the right arrow to move EMEA to the Currently Included list.

• Click OK.

1. To filter on Years, from the Available Fields, select Years and drag it to the Filters panel.

5. To display only 2004, in the Filter on Years dialog box:

• Select Select from a list.

• From the list of values, click 2004.

• Click the right arrow to move 2004 to the Currently Included list.

• Click OK.

4

Apply Conditional Formatting

To display a data bar background:

1. To apply data bar conditional formatting, in the analysis details, right-click the Quantity header, and then select Conditional Formatting > Data Bar: Green.

5

Add Totals

To display totals for columns and rows:

1. To show grand totals for columns, from the Layout panel:

• Click Report Options.

• In the Report Options window, select Show Grand Totals for Columns.

• Click OK.

6

Rank

To create a column showing the rank for each country based on Quantity:

1. Right-click the Quantity header, then select User Defined Measure > % of, Rank, Running Sum.

2. In the New % of, Rank, Running Sum, etc. window:

• Select Rank by Quantity.

• Click Next.

• Click Done.

7

Switch to Chart Format

To switch to chart format:

1. On the analysis title bar, click the View As Chart button.

2. Select a suitable Chart type - try out various types ..

8

Refine the Report

Refine the report by adding:

9

Save the Report

1. On the toolbar click the 'Save as' icon.

2. Add the following report details:

• In the Filename field, type: EMEA: Quantity Sold by Territory Yr2004.

• For the location, click the Up One Level icon twice.

• In the list of folders, double-click Public.

• In the list of folders, double-click Training.

• Click Save.

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