Lab - Perform analytics

  • 15 minutes

In this lab, you'll create a Key influencers visual and identify the drivers behind sales.

Create a Key influencers visual

In this exercise, you'll create a Key influencers visual around sales, then explore the biggest drivers behind increased/decreased sales.

Task 1: Create a Key influencers visual

In this task, you'll create a basic visual.

  1. From the Visualizations panel, select Key influencers.

  2. From the Fields section, drag and drop the Sales Amount field from Measures Table to Analyze.

  3. From the Fields section, drag and drop the OrderNumber field from the Sales table to Expand by.

Note

Use Expand By to add fields that you want to use for setting the level of analysis without looking for new influencers.

Task 2: Expand the Key influencer analysis

Move fields that you think might influence Sales Amount into the Explain by field. You can move as many fields as you want. In this case, start from the Fields section, and then select the Demographic field from the Product table.

In the Demographic field, answer the following questions:

  1. What Demographic contributes to sales decrease?

  2. What ProductCategory contributes to sales decrease?

  3. What Product contributes to sales increase?

  4. What Segment contributes to the highest sales?

In this lab, you created a Key influencers visual and identified the drivers behind sales.