Creating a table chart with customer information

The next thing that we need to do is add a table with data about each customer. Follow these steps:

  1. Click on the Charts button on the asset panel, which is on the left-hand side of the screen, and find the Table visualization.
  1. Click on Table and drag and drop it into the empty space at the bottom end of the sheet to automatically adjust the previous chart and make room for the new one:

  1. Click on Add Dimension and select Customer in the Dimension section.
  2. Click on Add Column in the properties panel and select Type dimension.
  3. Find and select the Country dimension.
  4. Click on Add Column in the property pane and add the City field as a dimension.
  5. Click on Add Column and add Sales $ as a Measure.
  6. Repeat step 7 to add Orders # and Avg Discount % as a Measure.
  7. Click on Add Column in the properties panel and select the Type Measure.
  1. Open the Expression editor and type the following expression:

Rank(total Sum(SalesAmount))

This expression calculates the ranking for each customer by sales amount, starting with 1 for the customer with the largest amount of sales and increasing the rank position for each customer based on a decreasing order of sales. The total qualifier is required to disregard all of the dimensions of the chart so that the rank is correctly calculated over the full segment of rows in the table.

  1. Set the Label of the expression to Rank:

  1. Change the formatting of the Sales $ column to Number with 2 decimal numbers.
  2. Set the Table Title to Customer Data.

The Table visualization will look like what's shown in the following screenshot:

The table shows some detailed information about the customers in the current selection: the customer's name, location, sales amount, number of orders, average discount, and a rank related to the sales amount.

In the end, the sheet will look like what's shown in the following screenshot:

In the next section, you will learn how to create a product analysis sheet, exploring more charts and calculation expressions.

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