Create Visuals

Step 1: Create an Analysis

  1. If you are not already in the analysis view, go to Datasets, select your dataset, and choose Create analysis.
  2. You will see an empty workspace called a “Sheet”.

Step 2: Visual 1 - Sales by Product (Donut Chart)

  1. In the Visual types pane (bottom left), select the Donut chart icon.
  2. From the Fields list (left), drag Product to the Group/Color well.
  3. Drag Sales to the Value well.
  4. You should see a donut chart showing sales distribution by product.

Step 3: Visual 2 - Sales Trend over Time (Line Chart)

  1. Choose Add > Add visual from the top menu bar.
  2. Select the Line chart icon.
  3. Drag Date to the X axis well.
  4. Drag Sales to the Value well.
  5. You should see a line chart showing sales over time.

Step 4: Visual 3 - Sales by Region (Bar Chart)

  1. Choose Add > Add visual.
  2. Select the Vertical bar chart icon.
  3. Drag Region to the X axis well.
  4. Drag Sales to the Value well.
  5. You can now see which region performs best.