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. Click Library.
  2. Click Build a Custom Klip.
  3. Drag in the User Input Control component.
  4. Click +Add Data Source and, on the Add a Data Source page, select your data source.
  5. From the component tree, select Klip, and type a Klip Title. For example, Sales by market segment.
  6. From the component tree, select the Drop-Down List.
  7. At the Properties panel, provide the required information:

Step 2: Building and configuring a chart component

  1. Click Library.
  2. Click Build a Custom Klip.
  3. Drag in the Bar/Line Chart component.
  4. Click +Add Data Source and, on the Add a Data Source page, select your data source.
  5. Select Klip from the component tree.
  6. 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).