You probably noticed a few things about the visuals added that you probably do not care for. Or at least, whomever you are building the report will not want to see.
The little table has values that go down to the penny, which is usually not needed for financials. The "Sum of Profit" visual says "Sum of Profit," which is not particularly descriptive.
The visual that we added last time is titled, "Sum of Sales, Sum of Gross Sales and Sum of Profit by Year and Quarter." While that is relatively descriptive, it is not exactly what we want there. Also, the titles on the X/Y axis seem a little redundant, displaying information that is already highly visible.
This is where formatting the visual comes in and can be very useful in making things look just the way our audience would rather it appear.
Let's slip into EDIT mode on your report and make a few changes.
There are few things to know first that will really help.
After selecting a visualization, when you choose "Format your visual" under Visualizations, there are two tabs under that, "Visual" and "General."
- Visual Tab is for adjusting just about anything related to the presentation of the graphics and the data displayed inside visualization.
- General Tab is for adjusting the overall appearance of the visual, such as its size, shape, color, and other effects.
- Click the Table visual to select it for modification
- Under the Visualizations panel,
- Choose "Format your visual" (NOTE: To adjust the decimal, we can go two directions
- Visual Tab (adjusts the decimal places for this specific column in this visualization)
- Choose "Specific Column"
- From the drop-down under "Apply settings to"
- Choose Series "Sum of Gross Sales"
- Expand Values
- Change "Value decimal places" to "0"
- General Tab (adjusts the decimal places for this data point anywhere it appears in this visualization)
- Data Format
- Under "Apply settings to"
- Choose "Sum of Sales"
- Expand Format Options
- Format = "Whole number"
- Turn ON the "Thousands separator"
- NOTE: You might need to expand your visual now and/or expand the column size, lest the wrap themselves. We already covered how to do that.
- Click the Card visual to select it for modification
- Double-click the column name under "Fields"
- Rename to "Profit"
- Click on that Bar Graph visual to select it for modification
- Under the Visualization panel,
- Choose "Format your visual"
- Visual Tab
- Expand X-Axis
- Turn "Title" off
- Expand Y-Axis
- Turn "Title" off
- General Tab
- Expand "Title"
- in the "Text" box, type "Gross Sales vs Sales vs Profit"
- FILE
- SAVE
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