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PROJET copie
PROJET copie
Data Transformation
1. From Get data menu, select Excel workbook, and select Budget2017.xlsx. This time click on
Transform Data.
2. Remove the top 1 row of SalesTerritoryBudget
3. Select Use First Row as Header
4. Select the first two columns(keep the Cty ket down), right click and select Unpivot Other
Columns.
5. Rename Attribute to BudgetMonth and Value to SalesBudget
6. Change DataType of BudgetMonth to Date
7. Add a new custom column and name it BudgetDateKey
8. Convert datatype of BudgetDateKey to Whole Number.
9. Remove BudgetMonth column
10. Merge SalesTerritoryBudget to SalesTerritory to lookup SalesTerritoryKey. Ensure
SalesTerritoryCountry get 1 and SalesTerritoryRegion 2 as join order.
Visualisation
1. Create the 'Sales To Budget%' measure within the SalesTerritoryBudget, utilizing the DIVIDE
function to calculate the ratio between the total SalesAmount and SalesBudget from the
Sales and SalesTerritoryBudget tables.
2. Set format of measure to %
3. Add a new report page and name it Budget 2017 Analysis.
4. Add a Line and clustered column chart with MonthName on axis, SalesAmount and
SalesBudget on Column value and Sales To Budget% to Line value.
5. Add CalendarYear to page filter and set it show data for only 2017
6. Form the format tab, go to Data label, set Customize series to On, select SalesBudget and set
Show to Off.
7. Copy and paste the chart visual and use