Create your first Dashboard
- Click on the “New Dashboard” button (yellow highlight)
- Enter the desired dashboard name (green highlight)
- Click OK (blue highlight) – It creates an empty dashboard as shown below
Add content to your new Dashboard
Syntax for Querying Excel Worksheets
- Each worksheet in Excel file is treated like a SQL table
- The worksheet is referenced as [worksheet name$]
- You can perform normal SQL selects on this table
Your first Portlet (Qlet )
Lets create the first portlet
We will show the complete file in the portlet using below query
“Select * from [detail_data$]
{detail data is one of the worksheet in the test_data.xls file}
- Click on the “New Qlet” button or select Create à Query Portlet from Menu bar
- In the property window as shown above, enter the Qlet Name
- Select the Connection
- Enter you query in the text editor
- Click on the Apply button
Portlet Customizations
Once your portlet is visible, you can change the cosmetic features such as colors and fonts, increase/decrease column widths, change the location of the portlet and resize the portlet.
Create Summary Portlets
Using the same data, we can create any slice of data by grouping the numbers by any column. Click on the new Qlet button and type the following query
By Region
|
select country_region, sum(quantity_sold) as qty_sold,
sum(amount_sold) as amt_sold
from [detail_data$]
group by country_region
order by 3 desc |
“order by 3 desc” tells to sort by the third column in descending order. You can also mention the sort this way “order by sum(amount_sold) desc” or “order by sum(amount_sold) asc” for ascending
We will add few more portlets as shown below.
By Product Category
|
select prod_category, sum(quantity_sold) as qty_sold,
sum(amount_sold) as amt_sold
from [detail_data$]
group by prod_category
order by sum(amount_sold) desc |
By Channel
|
select channel_class, sum(quantity_sold) as qty_sold,
sum(amount_sold) as amt_sold
from [detail_data$]
group by channel_class
order by sum(amount_sold) desc |
By Now the dashboard should be getting crowded.
But what is a dashboard without charts? Lets add some colors to it with charts.
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