Practice Lab

Part 1: Dimension Group

• We will add Cyclic Dimension Group that includes: Year, Quarter and Month to one of the charts we already created. We will call this group TIME.
  To create a dimension group: on the Dimensions Tab, select Edit Groups, then New. In Group Name type TIME and select Year, Month and Quarter as your Used Fields Box. Select Cyclic Group. Click OK twice to return to the Dimension Tab. Select Group TIME as your Dimension. Use expression: sum(LineSalesAmount). Observe the result.

Part 2: 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 Files on Canvas. Follow instructions to create a chart
  To avoid errors, copy Text in Chart Expression below:
  =Num(Sum(Margin)/Sum(LineSalesAmount), '##.##%')