Filtering by market segment to display total sales by month

Sometimes, a data source presents the data in rows, instead of columns.  This is the case in this data source. These instructions show you how to integrate a user input control component with a chart component.

  1. Use a drop down menu to filter data by market segment, and
  2. Display total sales by month using the y and x axis respectively.

Example: Filtering by market segment to display total sales by month

This example uses the following data set.

A

B

C

D

Month Market Segment 1 Market Segment 2 Market Segment 3
January 1000 3000 5000
February 2000 4000 6000
March 1000 3000 5000
April 2000 4000 6000
May 1000 3000 5000
June 2000 4000 6000

Step 1: Building and configuring a User Input Control component

  1. Select Build a New Klip.
  2. Select the User Input Control component.
  3. Select Use an existing data source from the library option and select your data source.
  4. From the component tree, select Klip, and type a Klip Title. For example, Sales by market segment.
  5. From the component tree, select the Drop-Down List.
  6. At the Properties panel, provide the required information:

Step 2: Building and configuring a chart component

    1. Select Build a New Klip.
    2. Select the Bar/Line Chart component.
    3. Select use an existing data source from the library option and select your data source.
    4. Select Klip from the component tree.
    5. At Klip Title, enter a name for the Klip. For example, Chart for {Msegment}

Note: Where the {} brackets changes to the segment number selected from the drop-down menu.

Goal: Name sub-components.

    1. Select the Y Axis from the component tree and perform the following actions.
      1. Enter a name for the Axis Title. For example, Total sales.
      2. Select Show axis line.
    2. Select the Series sub-component from the component tree.
    3. Select the Properties panel, locate the Series Label, and enter a name. For example, Market Segment.
    4. Select the X Axis from the component tree.
    5. Select the Properties panel and perform the following actions:
      1. Enter a name for the Axis Title. For example, Month.
      2. Select Show axis line.
      3. Select a Label Angle.

Goal: Configure the X Axis to display the month.

SWITCH( Msegment , "MS1" , SLICE( B:B ) , "MS2" , SLICE( C:C) , "MS3", SLICE( D:D ) , case , value )

  1. Click Save.
  2. Name the Klip.
  3. Click Finished.

Step 3: Troubleshooting Tips

  1. If the selection from the drop-down menu list does not display data in the chart, edit the user input control component, in the ARRAY formula, delete the selected values (B1:D1) and type in the values (M1, M2, M3).