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You want to explore how revenue is affected by certain demographics. Begin
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by creating a project and adding the first data source. Columns that contain
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numbers are assumed to be measures such as store ID, however you need to treat
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these columns as attributes. Review the column characteristics, hide the columns
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you don't need, and add the data source to the project. Four data elements are now
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hidden in the data set. Make sure that the aggregation method for units and
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revenue is set to sum and then add the data source to the project. Switch to
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visualize mode to begin building visualizations. Select the first data
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element and then use the control key to select other relevant columns. Drag them
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to the canvas and begin exploring the data by swapping depot name with item
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type. By positioning the mouse over a value and using the right-click menu to
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sort the data, you're able to view the highest values first. A marquee can be
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created by dragging the cursor over specific values and right-clicking
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inside the marquee area to keep only the selected values. Now that you are focused
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on exploring the highest revenue-producing item types, you want to
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extend the data by adding demographics. The demographic detail is in another
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spreadsheet. Upload the demographics details and switch back to visualize
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mode. Next, take a look at the connections in the source diagram. A connection by
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zip code is made with the other source automatically. Now, begin to examine the
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impact on revenue by selecting the education demographic data element. Drag
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average education to the trellis rows drop target.
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It looks like the highest revenues generated are for those who have
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achieved an education level of 15 years. You'd like to see if the revenue goals
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were met for these item types as well. Do this by adding the target revenue
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data source. Two connections are recommended. Review all the
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characteristics and include a third connection that matches store sales with
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target revenue based on dates. Verify the match and return to visualize mode. Now,
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create a revenue calculation for the daily sales verses target revenues.
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Double-click data elements and operators to create the expression and then
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validate it. Both measures are from different sources.
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Add a second visualization to explore revenue variances by copying the
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existing visualization and selecting the location on the canvas to paste it.
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Delete average education and depot name from the chart. Replace revenue with
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revenue variance from the my calculations folder and item type with
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order date. Focus the visualization on 2016 by adding a marquee and keep only
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those values. The filter is applied to both visualizations. You notice that for
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most of this time period, target revenues were below expectations. Now that you've
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finished, save the project. Based on this exploration, you now have a better
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understanding of the revenue generated for specific item types. In this video, I
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showed you how to create a project, open and blend data sources, swap columns,
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limit data, and create a calculation.
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Find out more at: oracle.com/data_visualization.