Building the Sheets for Dashboard

Use the Superstore Sales dataset and follow these steps to build the individual views that will form the basis of the dashboard:

1. Create a bar chart showing profit by category.

2. Sort the categories in descending order by the sum of profit.

3. Add the Category field to Filters and show a filter.

4. To accomplish this, use the drop-down menu of the Category field in the data pane and select Show Filter. Name the sheet: Overall Profit by Category

5. Add Profit to Columns, and Category and Sub-Category to Rows

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6. Create another, similar view showing profit by item. Sort the products in descending order by the sum of profit.

7. You'll notice that there are too many items to see at one time. For your objectives on this dashboard, you can limit the items to only the top 10 least profitable. Add the Products Name field to the filters shelf, select the Top tab, and adjust the settings to filter By field. Specify the Bottom 10 by Sum(Profit):

8. Rename the sheet as: Top 10 Least Profitable Items

9. Add Profit to the Columns and Product Name to the Rows

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10. Create another sheet that displays a filled map of profit by state. You can accomplish this rather quickly by double-clicking the State field in the data window and then dropping Profit on the Color shelf.

11. Add Longitude to Columns and Latitude to Rows.

12. Rename the sheet to: Profit by State