Territory Sales Mix
In the Untitled 2 header, click Insert Content, and then click Chart.
From the Select Data Source dialog, click Orders, and then click OK.
Add columns to the Selected Columns:
• From the Categories/Columns click Customer > Territory.
• Click the top arrow to move Territory to the Selected Columns area.
• From the Categories/Columns click Orders -> Total.
• Click the top arrow to move Total to the Selected Columns area.
Add a condition for Product Name:
• From the Categories / Columns list, click Products > Product Name.
• Click the middle arrow to move Product Name to the Conditions area.
• In the Value field, type {PRODUCT}.
• In the Default field, type: 18th century schooner.
• Click OK.
To create the pie chart, complete the following fields in the Chart Designer window, and then click OK.
Pie Chart - Territory Sales Click on a Product Name to update:
To add a panel title with the parameter, in the Title text box, type Territory Sales Mix for, and then click the Add parameters to title icon.
Add {PRODUCT} param to Title & pickup for Pie Chart. To create a parameter that obtains the Product Name from the Product Sales Analysis report:
• In the bottom pane, click the Parameters tab.
• From the Source drop-down list, select Product Sales Analysis – Product.
To enable content linking for the Territory field:
• In the bottom pane, click the Content Linking tab.
• Click the Enabled checkbox for Territory.
• Click Apply.
Pass {PRODUCT} and content link {TERRITORY}
Bar Chart
In the Untitled 3 header, click Insert Content, and then click Chart.
From the Select Data Source dialog, click Orders, and then click OK.
Add columns to the Selected Columns:
• From the Categories / Columns click Orders -> Status.
• Click the top arrow to move Status to the Selected Columns area.
• From the Categories / Columns click Products > Product Name.
• Click the top arrow to move Product Name to the Selected Columns area.
• From the Categories/Columns click Orders > Order Number.
• Click the top arrow to move Order Number to the Selected Columns area.
To count the number of distinct orders, from the Aggregation drop-down list for Order Number, select COUNT_DISTINCT.
Add conditions for Product Name and Territory:
• From the Categories / Columns list, click Products -> Product Name.
• Click the middle arrow to move Product Name to the Conditions area.
• In the Value field, type {PRODUCT}.
• In the Default field, type 18th century schooner.
• From the Categories/Columns list, click Customer ->Territory.
• Click the middle arrow to move Territory to the Conditions area.
• In the Value field, type {TERRITORY}.
• In the Default field, type NA.
• Click OK.
Complete the following fields in the Chart Designer window, and then click OK.
Order Number (COUNT_DISTINCT)
Click on a Territory in the report above:
In the Title text box, type Order Status Summary for, and then click the Add parameters to title icon.
To create parameters that obtain the Product Name from the Product Sales Analysis report and the Territory from the Territory Sales Mix chart:
• In the bottom pane, click the Parameters tab.
• From the Source drop-down list for PRODUCT, select Product Sales Analysis – Product.
• In the bottom pane, click the Parameters tab.
• From the Source drop-down list for TERRITORY, select Territory Sales Mix.
• Click Apply.
