Lab Practice

Part 1: Creating a Linear Gauge Chart

• Description:Suppose the CEO (Chief Executive Officer) needs to monitor the Margin% for the Current Year to Date (CYTD). You will create a Linear Gauge chart that displays Margin% based on the selection status. The chart must display the Margin%, include segments for the TARGET Margin%, and show which values fall above or below the TARGET. Gauge charts are used to display the values of a single expression without dimensions.
  The TARGET values are:
  • Poor Performance: Lower Bound = up to 10%
  • Average Performance: Mid Bound = up to 15%
  • Good Performance: Upper bound = over 15%
• Files with detailed instructions are posted in Shared Files and sent by e-mail. Follow instructions to create a chart
  To avoid errors, copy Text in Chart Expression below:
  =Num(Sum(Margin)/Sum(LineSalesAmount), '##.##%')

Part 2: Creating KPI Text Boxes

• KPI - Key Performance Indicators from Investopedia
• Sales KPI Examples from Klipfolio
• We will create three dynamic Text Objects showing Sales, Margin%, and Number of Orders
• To avoid errors, copy the expressions below for each text object:
  • Sales text object: ='Sales: ' & Num(Sum(LineSalesAmount), '$#,##0')
  • Margin% text object: ='Margin%: ' & Num(Sum(Margin)/Sum(LineSalesAmount),'##.##%')
  • Number of Orders text object: ='Orders ' & Num(Count(Distinct OrderID), '#,##0')

Part 3

• Compare Discount and Number of Orders per Customer (Company Name)
• Display Sum and Avg of FreightWeight per Customer (Company Name) (create 2 charts)
• Create Dimension Group - Year, Month, Quarter and display Sum of FreightWeight
• Create Expression Group to display Sum and Avg of FreightWeight
• Add ShipperID and SupplierID list boxes. Analyze FreightWeight per Supplier/Shipper. identify companies that works with specific Supplier/Shipper
• Add Country/City and analyze sales in different categories per Country/City