(upbeat music)
PETER: In this demonstration I'm going to continue
the development of the sales performance report
by enhancing it with some data visualizations.
Specifically, let's take a look at how we can add data bars
and indicators to complete the design of this report.
This is where I left off earlier.
I'm going to introduce a new column to the right of wales
to provide a data bar.
So at an easy glance we can see relativity of sales
within sales people and even across the countries.
So I right click the column guide
and I insert a column to the right.
To add a data bar, let me do this at salesperson level.
I'm just going to right click in this text box.
And then I'm going to go ahead and insert data bar.
Now in fact, the data bar really is just a mini chart.
And so, I'll select the bar that we see here first.
Click OK and it really does embed a chart
inside the text box itself.
Just another example of the hierarchical structure
of your report layout.
Now when I click that chart.
It opens up it's own dedicated pane
known as the Chart Data pane.
And it's here that I'm going to add a value
by clicking on this + icon.
Here it presents to me all of the fields
from the DS main data set.
And of course the data bar is based on sales.
So, next I would also like to add
the data bar at country level.
Not only do I want to see the individual sales people,
but show it for the countries as well.
Right click, insert data bar.
COMMENTATOR: This is really simple
Well, it's simple for now. (laughs) so what we...
COMMENTATOR: Come on Peter.
I'm trying to show how some of this stuff
is really very simple to do in Batch Era.
PETER: The first one is simple.
But we've got some consideration for the second one.
So first of all, we're going to add in the sales field.
I'm happy to leave it as "sum".
But if there was some logic that I wanted to push back...
COMMENTATOR: So there's none. (laughs)
PETER: Then I would, but stay tuned.
And so that can configures the second one.
But probably using the same color isn't a good idea, right?
So what I'll do is I'll edit the Series Properties.
So I click the down arrow for the Sales Series.
Open up the Series Properties and here in the fill
I'm going to go ahead and set this to use
perhaps a color like, I don't know, what should we do?
A color like green.
COMMENTATOR: Good choice.
PETER: So green for country, and blue for salesperson.
Now, why all of a sudden
do we have a white background for the data bar?
Now the fact is the white background
is the chart's background.
That is blocking the background of the text box itself.
So if I right click the chart...
COMMENTATOR: And this exactly how people get confused.
PETER: Yeah, so there's actually a chart
inside the text box.
And the chart is overlaid over the text box.
COMMENTATOR: Yeah
PETER: So I come to the Chart Properties.
What would be nice is that I could say "use transparent".
But we don't have that option.
But here I just have to repeat the color like gray
to achieve that background.
COMMENTATOR: You really should talk to
the product owner about that.
PETER: All right, we've achieved the right result.
Let's see what happens when we preview the report.
How does it look?
All right, nice.
COMMENTATOR: Wow.
PETER: Yup, so it was relatively straightforward.
The detail level, not an issue.
And it's just the color that was the problem.
And that's how we solved it.
So our next enhancement is to add an indicator
at the very end.
We'd like to see green for good.
Yellow for off track but not terrible.
And red for off track.
So I'm going to add in
a new column to the right of Variance.
Now watch what happens here.
The new column, what's it done to the width of the body?
COMMENTATOR: It's expanded it.
PETER: All right, so the intention was
that we were going to print this.
Well, we've now got double the number of pages.
COMMENTATOR: Yes.
PETER: All right, so let's go ahead an ensure that
the width here is set, I think to 0.4.
And then I'm going to drag that body back.
All right, so I'm still within the width of a single page.
COMMENTATOR: Yeah, another thing to keep in mind
'cause when we say double the number of pages.
You'll get some pages that have values on them
and some that just look terrible.
PETER: Right, so at the detail row.
Let's right click, insert the data visualization.
This time it's an indicator.
It opens up the Indicator Type.
Now, several things about this.
You know, color is one way to communicate status.
But we have to be aware that not all audiences
have full color vision.
COMMENTATOR: That's true.
PETER: So I like this one especially.
And this one means that it's actually the shapes and color.
So for those that don't have the benefit of color sight.
They can use the shapes and still get meaning from the data.
All right, so having selected it, it's added.
It is just, it's not actually a chart.
It's a gauge oddly enough. Yes.
PETER: It's implementation.
So when I click on here we get the gauge data.
And this is where I'm going to assign
that it is that status.
Recall that status was either negative one, zero, or one.
Now the next stage is that we actually have to configure
the Indicator Properties.
How do those values
match the different shapes of the indicator?
And that's done here on the Values and States page.
First of all, it's a direct mapping on number.
There are the three icons.
The red, or the diamond, I'm just going to map
from start to end of negative one.
You know, you could have ranges.
It might be from you know, passing an exam
that if you're 80 to 100 you're green.
If you're 50 to 80, you're yellow.
Anything below 50 is red.
So here, the start and end happen to be the same.
And so that maps the states of minus one to off track.
Zero to slightly off track.
And one to on track.
All righty, so let's go ahead and test that.
Hmm.
Okay, so we've got some reds.
Notice they are aligned to when we had negative percentages.
When it was slightly negative we've got the yellow.
And the positives are giving us the green.
Now if we want that indicator to be also at country level.
I can select and I can copy.
And I can select the text box above and I can paste.
We have the same issue with the background.
COMMENTATOR: That's right.
PETER: Fix that, right click.
Come to the Gauge Panel properties.
Set and fill that it's using the light gray background.
Now this one we have to be super careful of.
We cannot say sum of status.
We have to push that aggregate back to them all.
COMMENTATOR: I feel like you set me up there Peter.
PETER: I'm sorry, but I probably did.
So now using our aggregate function.
We're going to request what the status is at country level.
And while I'm at it why don't we do it
for the entire organization?
Copy, paste into the footer.
Again, change the gauge panel properties.
The fill this time will the be silver color.
And it's still set to aggregate.
So it should do as we would like it to do.
Let's preview this result.
And there we have it.
So even at country and even at grand total level,
we've got the indicator working for us.
COMMENTATOR: Yeah.
PETER: All right, we've still got some more work to do.
But at this stage based on the theory that we've covered,
that completes our demonstration of data visuals.
Visualizations using data bars and indicators.
We've got another enhancement that will take place
once we've introduced to you the interactivity features
that you can add to your report designs.
That will come next.