Welcome to step 2 of the Sisense tutorial. In Step 1 – Connect to Data of this tutorial, you connected to data and built your first ElastiCube. Now, you are ready to jump right into creating your first dashboard.
Although it is recommended to complete Step 1 in advance, you can jump right into Step 2 if you wish.
If you’re arriving directly from Step 1, you should already be in the process of creating a new dashboard after clicking Dashboard in the top menu of the ElastiCube Manager:
The Sisense Web application is designed to let business users easily create powerful and meaningful dashboards, without being a developer or data scientist.
To get a feel of the process, Sisense has put together this tutorial which shows you how to do a quick market analysis to identify what products are meeting customers’ needs, and in which markets. You will use appropriate visualizations to create a dashboard that provides answers to four questions:
- Sales Trend: Is annual revenue increasing?
- Optimal Product Mix: What product lines should we grow?
- Segmentation: Which customer segments should we develop?
- Market Size and Growth: Where are our best markets located?
To make things interesting, your data set is based on sales and customer data from an E-commerce site.
1 – Create a new dashboard
Click New Dashboard in the upper left side of the application.
- In the ELASTICUBE field, select the ElastiCube to which you want to connect. If you’ve completed Step 1 – Connect to Data, select ‘Tutorial’ in the ElastiCube field, otherwise choose ‘Sample ECommerce’.
A default title name matching the ElastiCube name will be given to the dashboard. Feel free to change it.
- Click CREATE.
Now that you have a dashboard, you can start adding widgets to it.
2 – Create your first widget: A chart with sales trends
Create your first widget to get a general idea of your sales performance.
- Click Select Data in the center of the screen:
- A list of available fields will be displayed grouped according to the table they belong to. This window is called ‘Data Browser’, and lets you easily find the fields available in your ElastiCube. Select the ‘Revenue’ field:
Now you immediately get a ready made widget that shows you all revenue to date. We call this kind of widget an “Indicator”.
But to understand revenue over time, add a time field to the mix:
- Click + Add More Data:
- In the data browser, hover over the Date field and click More… Then select Quarters:
- Click CREATE to add the line chart widget to the dashboard.
You sold almost 9 million dollars over the last quarter (not too bad!). The revenue trend is also positive showing annual growth, so now go ahead and explore what’s driving this growth. It would be interesting to uncover profitable product categories.
3 – Create a scatter chart to see cost and revenue
Now try to understand the interaction of cost and revenue to discover the most profitable product lines.
- On the top of the dashboard click New Widget.
- Click Select Data and select the ‘Category’ field.
- Click Add Data and select the ‘Revenue’ field.
- Click Add Data again and this time hover over the ‘Cost’ field and click More… > Average.
- Now select the scatter chart icon from the widget buttons on the left, and click CREATE.
It’s simple to see that product categories on the right generate the most revenue and those products in the lower left have the lowest cost and revenue. Hover over each scatter point to see the category behind it, to discover that Cell Phones and PDAs generate most of the revenue.
You now understand which product lines to sell, but to get a complete view of your market, you need to identify optimal customer segments to target in each market – start by creating segments based on age.
4 – Use a pie chart to visualize customer segmentation
- On the top of the dashboard. click New Widget.
- Click Select Data and select the ‘Age Range’ field.
- Click Add Data and select the ‘Revenue’ field.
- Now select the pie chart icon from the widget buttons on the left, and click CREATE.
5 – Create a map to see market growth
Before you focus on growth, you should focus on a specific year first, by adding a filter.
The FILTER panel on the right of the dashboards lets you add dynamic filters to the dashboard.
- Click Filter Your Dashboard in the upper right side of the dashboard.
- In the Data Browser, click on the ‘Date’ field.
- Click the multi/single selection button to make it a single selection filter.
- Leave only 2013 selected, and click OK.
Your dashboard is now filtered to show data only for the year 2013.
Now create a map:
- Click NEW WIDGET at the top of the dashboard.
- Click Select Data and select the ‘Country’ field.
- Click Select Data again and select the ‘Revenue’ field.
- Click on the scatter map button type on the left.
Now you see a map, where the biggest circles represent the countries with the highest revenue. But if you want to concentrate on the markets with the biggest growth in revenue, its easy:
- Hover and click to open the menu of the ‘Total Revenue’ field:
- From the menu select Quick Functions > % Change Over Time > Growth
- Click CREATE.
Now the biggest circles on the map represent countries with highest growth. You can see for example that the Philippines are very hot right now. You can use this information to focus resources as well as further analyze these markets to understand revenue drivers.
6 – Rearrange the widgets in the dashboard
You can rearrange the dashboard by dragging and dropping, and resizing the widgets. Dragging one widget on top of another splits the area in the dashboard and allocates space for both widgets.
See this animation to get a feeling of how to rearrange widgets:
Go ahead and rearrange your dashboard however you see fit.
You can now easily see all four visualizations showing sales trends, product mix, customer segments and fast growing markets. You can explore and drill into the details to get further insight.
7 – Filter and drill down
In our pie chart we can clearly see that our strongest age range is 35-44. Let’s explore this age range a little more:
- Click the 35-44 slice in the pie chart.
As a result, a new filter is added to the filter panel on the right, and the entire dashboard is now filtered to focus on this age range.
Taking a look at the updated scatter chart, you can see that PDAs are by far the most revenue generating category for this age range.
- Right-click the 35-44 slice in the pie chart and select Drill Into… from the menu.
A data browser will pop up, letting you select any field to drill into. Click on the ‘Brand’ field.
You can now see which brands contribute the most to the revenue of your selected age range.
You can make direct selections by dragging the mouse over the points that interest you in the scatter and line charts as well.
8 – So what did we see here?
The dashboard you created enables you to interactively analyze three market priorities – where to sell, what to sell and who to sell to. More importantly it makes it simple to see the interaction of product categories, client segments and revenue, to optimize marketing and sales activities and track performance targets.
This was just a quick glimpse of what you can do. Now it’s time to start exploring on your own.
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