To add the filter pane to the sheet, follow these steps:
- Before adding the filter pane, resize the KPI chart for Sales $ by reducing the width by three cell columns and making some room on the left-hand side of the screen:
- Click on the Charts button that lies on the asset panel, which is on the left-hand side of the screen, to open the chart selector panel.
- Click on Filter pane and drag and drop it into the empty space to the left of the Sales $ KPI on the sheet:
- Open the Data section in the properties panel on the right-hand side of the screen:
- Click on the Add Dimension button and search for and select Order Year.
- Repeat step 3 to add another dimension, then search for and select Order Month.
- Fix the width of the other KPI objects to keep the font the same size.
- Click on the Done button to enter the visualization mode. The sheet will look like what's shown in the following screenshot:
The dashboard depicts four things, as follows:
- KPI visualizations, showing the performance metrics for quick insight. We have $1.27M in sales for the whole period, with an average discount of 5.71% and 830 orders processed.
- The pie chart compares the sales by category, showing the most relevant. We can see that Beverages is our top performing category.
- The bar chart shows the top performing customers, with the first three sales amounts being very close to each other.
- The map shows the distribution of sales by country. The USA and Germany are the top performers.
In the next section, you will learn how to create two analysis sheets: one for customer analysis, and another for product analysis.