Sales Analysis Dashboard

So we have the building blocks in place .. time to start bringing it all together with a Workshop that builds on the concepts learnt in 'My First Dashboard'.

  • In Layout tab:

    • Create the row and column structure

    • Name your HTML objects

  • In Data Sources tab:

    • Create your SQL queries

    • Test them to ensure they work

  • In Components tab:

    • Add all components

    • Configure their properties

    • Link to HTML objects

    • Set up listeners

  • Preview and test:

    • Use the preview button

    • Test all filters

    • Verify chart interactions

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We're going to assume that the discovery phase has been completed and after iteration the initial dashboard design has been completed and signed off.

Key Features:

  • Interactive date range selection

  • Multi-select product line and country filters

  • Trend analysis chart

  • Product distribution pie chart

  • Detailed data table with pagination

  • Auto-updating components when filters change

Sales Analysis Dashboard - mock-up
  1. Log into the Pentaho Server.

  2. Select: Browse Files.

  3. Create the following folders

Sales Analysis Dashboard - Folders
  1. In the Pentaho User Console (PUC) and select from the menu: File -> New -> CDE Dashboard.

  2. Click on the Template option.

  3. Select: Empty Sample.

Empty sample
  1. Click on: Settings and enter the following details:

  1. Enter the following details:

  1. Click Ok.

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