Ann Jackson made a special guest appearance this week, setting this challenge to introduce the newly released 2022.3 feature of dynamic zone visibility. As a consequence, a pre-requisite to completing this challenge is to install v2022.3 🙂

I used 6 sheets to build my solution, and I’ll step through each one, and then what’s required to put it all together.

• Building the Sub-Category Picker
• Building the Sub-Category Counter
• Building the Bar Chart
• Building the Line Chart
• Building the Viz in Tooltip
• Building the Dot Plot
• Hiding & Showing the Charts
• Adding & Removing Sub-Categories

Building the Sub-Category Picker

On a new sheet, add Sub-Category to Rows and change the mark type to circle. Right click on the Sub-Category field in the Data pane, and Create -> Set. Select the entries from Accessories down to Copiers. This will create a new field in the data pane called Sub-Category Set. Add this field to the Colour shelf, and adjust colours according to whether the values are In or Out of the set.

Building the Sub-Category Counter

Create a new calculated field

Count Sub Cats Selected

COUNTD(IF [Sub-Category Set] THEN [Sub-Category] END)

If the Sub-Category is in the set, the return the Sub-Category and count the number of distinct entries.

Then create

Count Total Sub Cats

COUNTD([Sub-Category])

This just counts them all.

On a new sheet, add both fields to the Text shelf, and adjust the text accordingly.

Remove the tooltip so it doesn’t display. Name the sheet Set Count Label or similar.

Building the Bar Chart

Create a new field

Profit Ratio

SUM([Profit])/SUM([Sales])

and format to a % with 0 dp.

On a new sheet, add Profit Ratio to Rows and Sub-Category Set to Columns and also to Colour.

Right click on the text ‘In’ either on the colour legend or at the bottom of the bar, and Edit Alias. Change the text to SELECTED. Do the same thing for the text ‘Out’ and change to OTHER.

Add a row grand total (Analysis menu -> Totals -> Show Row Grand Totals). Adjust the colour of the grand total bar. Right click on the text ‘Grand Total’ and select Format. In the pane on the left hand side, change the Grand Total Label to read ALL PRODUCTS.

Create a calculated field

Overall PR

{SUM([Profit])}/{SUM([Sales])}

The { } make this a FIXED Level of Detail (LoD) calculation, so calculates over the complete data set.

Then create

PR Difference from Overall

[Profit Ratio]-SUM([Overall PR])

and format this to a custom number format of +0.0%;-0.0%;

Adding the second semi-colon implies there is a format for +ve numbers, -ve numbers and zero. In this instance we want zero difference to be displayed as blank.

Add both these fields the the Label shelf and adjust the font/layout accordingly, and match mark colour. Adjust the tooltip too.

Remove the profit ratio axis, remove all gridlines and row/column dividers. Add an axis ruler to the columns. Adjust the colour/size of the column labels. Hide the In/Out of Sub-Category Set column label (hide field label for columns). Add a title to the sheet and name the sheet Bar Chart or similar.

Building the Line Chart

On a new sheet, and Order Date to Columns and set to be a continuous (green) pill at the Quarter-Year level. Add Profit Ratio to Rows and Sub-Category Set to Colour.

Create a new calculated field

PR Per Quarter

{FIXED DATETRUNC(‘quarter’, [Order Date]):SUM([Profit])} /
{FIXED DATETRUNC(‘quarter’, [Order Date]):SUM([Sales])}

and format this to % with 0dp.

Add this to Rows next to Profit Ratio.

Make the chart dual axis and synchronise the axis. Remove Measure Names from the All marks card, and remove the In/Out Sub-Category Set pill from the colour shelf of the PR Per Quarter marks card. Manually adjust the colour of this line to the appropriate shade.

On the All marks card, click the Label shelf, and check the Show mark labels option and select line ends. Adjust the font of the labels to be smaller, bold and to match mark colour.

Right click on the PR Per Quarter axis on the right hand side and select move marks to back, the right click again and uncheck Show Header to hide that axis.

Right click on the bottom axis, and Edit Axis and remove the axis title. Edit the left hand axis and amend the title so its capitalised.

Format the font of both axis, so the text is smaller, and then remove all row/column dividers, and all gridlines and zero lines. Add axis rulers for both the rows and columns.

Then add a sheet title and subtitle and name the sheet Line Chart or similar. I use this site to get the circular symbols used in the subtitle.

Building the Viz in Tooltip

The line chart shows another chart on hover.

On a new sheet, add Order Date as a blue discrete pill set to the Quarter-Year level, to Rows then add Sub-Category Set to Rows too. On the Columns shelf, double click and manually type in MIN(1). Add Sub-Category Set to Colour, then edit the MIN(1) axis to fix it from 0 to 1.

Add subtotals (Analysis menu -> Totals -> Add all subtotals). This will add a Total row to each section. Manually adjust the colour of the Total bar if need be via the colour legend.

Right click on the text ‘Total’ in the chart, and format. Amend the Total label to read ‘ALL PRODUCTS’ instead.

Add Profit Ratio to the Label and ensure the font matches mark colour. You may need to adjust the font size and boldness, and expand the row height a bit to see the text.

Hide the Order Date column, adjust the font of the Sub-Category Set column to be darker/bolder and right aligned, and adjust the column width so all the text is displayed.

Hide the MIN(1) axis, remove all row/column dividers and hide the Sub-Category Set column label. Then set the sheet to Entire View, and name the sheet VIT or similar.

Return the Line Chart sheet, and on the Tooltip shelf of the All marks card, adjust the tooltip to display the Order Date and insert a reference to the VIT sheet via the Insert -> Sheets -> VIT option

Adjust the height and width to suit.

Building the Dot Plot

On a new sheet, add Sub-Category Set to Rows and Profit Ratio to Columns. Change the mark type to circle. Then add Product ID to the Detail shelf and Sub-Category Set to Colour. Add column grand totals and adjust the colour of the grand total if need be. Format the ‘Grand Total’ text so it reads ALL PRODUCTS.

To get a clearer idea of how many products there are, we are going to randomly spread the dots across a vertical y-axis. For this we create

Jitter

RANDOM()

This just returns a number between 0 and 1.

Add this field to Rows and change it to be a Dimension. Adjust the opacity of the Colour to 50%.

Hide the Jitter axis. Make the header column wider, so the text doesn’t wrap, and adjust the text to b bigger and bolder and right aligned. Hide the Sub-Category Set column heading. Adjust the size and title of the Profit Ratio axis. Remove all gridlines and column dividers.

Right click on the Profit Ratio axis and add a reference line, which is set per pane to the the Total of the Profit Ratio. Use the Value as label and set the line to be a dotted black line at 100% opacity.

Add Product Name to the Tooltip and adjust accordingly. Add a title and name the sheet Dot Plot or similar.

Hiding & Showing the Charts

We’re going to control which sheet displays by use of a parameter, so I created

pChartSelector

an integer list from 1-3 which are mapped to the 3 display values

Then create a dashboard sheet and using layout containers build out the dashboard. I used a horizontal container in the centre of my dashboard. Within that I used a vertical container to house the Sub-Category Picker and the Sub-Category Counter. Then the 3 charts (bar, line and dot plot) were arranged next to that. I fixed the width of the vertical container with the picker and counter. The pChartSelector parameter is then added at the top right. I made use of both inner and outer padding and background colours of pale grey and white to get the look as reqiured.

To make the hide/show functionality, I created the following fields

Show bar

[pChartSelector]=1

Show line

[pChartSelector]=2

Show dot plot

[pChartSelector]=3

I added Show bar to the Detail shelf of the bar chart sheet, Show line to the Detail shelf of the line chart sheet and Show dot plot to the Detail shelf of the dot plot sheet.

Then back on the dashboard, I selected the bar chart sheet (so it’s surrounded by a dark grey border), and on the Layout tab on the left hand side, I checked the Control visibility using value checkbox and selected the Show bar field

I then repeated this process, this time selecting the line chart sheet, and when I checked the Control visibility checkbox, I selected the show line field instead. this made the line chart disappear, since my parameter was set to ‘Compared to the Total’ which was equivalent to the parameter = 1 and not 2. Changing the parameter to ‘Over Time’ and my line chart showed and the bar disappeared.

Repeat the process again for the dot plot, selecting the show dot plot field instead. Now only 1 chart should display at a time.

Adding & Removing Sub-Categories

The final step is to add the interactivity to allow selection and removal of a sub-category when clicking on the circles of the Sub-Category Picker sheet.

First, you need to add a dashboard action which changes set values

Add Sub-Categories

Uses the Sub Cat Picker sheet as source and on Select targets the Sub-Category Set by Adding values to the set. The values are retained when the selection is cleared.

Then add another dashboard action to change set values. This one is called

REMOVE

Uses the Sub Cat Picker sheet as source and via the Menu targets the Sub-Category Set by Removing values from the set. The values are retained when the selection is cleared.

The title of REMOVE is what is then displayed in the text of the tooltip when a circle that has been added is the clicked again.

Phew!

Quite a lengthy post this week, but there’s a lot going on. My published viz is here.

Happy vizzin’!

Donna