Creating a customer analysis sheet

In this section, we will create a new analysis sheet with the following visualizations:

  • A filter panel, with the following dimensions: OrderYear, OrderMonth, Country, Customer, Category, and Product
  • KPI Sales $
  • KPI Avg Discount %
  • A combo chart for Pareto (80/20) analysis by customer
  • A table with customer data

The customer analysis sheet will help our users to understand how the sales are performing, based on the customers, as well as which customers are the best ones. The user can explore the data, making selections on the filter pane and charts.

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