Exercises

Exercise 1 – Duplicate your analysis (optional but recommended)

  1. Select Analyses on the left and open your analysis (from Build your first dashboard module).
  2. Click Save As towards the upper right of the analysis screen.
  3. Name this analysis as Module 7.
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Exercise 2 – Customize narrative formatting

  1. Use the vertical ellipsis icon (⋮) on your Period over Period insight and choose Customize narrative.
  2. Highlight the text for decreased by and change the text color to red.
  3. Highlight the text for increased by and change the text color to green.
  4. Click on the two variables at the end of the narrative and make them bold.
  5. Click Save.
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Exercise 3 – Add a forecast computation

  1. Use the vertical ellipsis icon (⋮) on your Forecast insight and choose Customize narrative.
  2. Choose Add computation and select Forecast as the computation type. Click Next.
  3. Change the Periods forward value from 14 to 6. Click Add.
  4. Copy the text inside your narrative and paste another copy below the existing text.
    Easiest way to copy everything is to place your cursor on part of the hard-coded text like Total and then use your keyboard shortcut to Select All (CTRL-A or CMD-A).
  5. Click the ForecastInsight.metricValue.formattedValue variable and add a 2 after the ForecastInsight part in the beginning. Click Save.
  6. Repeat the same for ForecastInsight.timeValue.formattedValue. You should now be seeing different numbers and months in the preview below.
  7. Open the Computations menu on the right and click the pencil icon next to ForecastInsight to edit it.
  8. Change the Periods forward value from 14 to 12. Click Save.
  9. Delete all the the text in the beginning of the narrative up to and including be. Enter the text **12-month forecast: **.
  10. Repeat on the second line of the narrative and enter the text **6-month forecast: **.
  11. Click Save in the upper right.
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Exercise 4 – (Optional) - Use a parameter to control whether to show 12-month or 6-month forecast

  1. On the menu on the left, navigate to Parameters. Choose Create one.
  2. Name it Periods. Enter a Static Default Value of 6-month. Click Create.
  3. Choose Control on the next screen. Enter a Display Name of Periods to forecast.
  4. Change the Style to Dropdown.
  5. Define Specific Values of 6-month and 12-month - One value per line.
  6. Check the box for Hide Select all option from the control values if the parameter has a default configured. Click Add.
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  1. Use the vertical ellipsis icon (⋮) on your Forecast insight and choose Customize narrative.
  2. Delete the text 12-month. Click on the Parameters menu on the right and insert your Periods parameter in its place.
  3. Click on the ForecastInsight.metricValue.formattedValue variable, then click Insert Code and choose Inline IF.
  4. In the box which says Enter some code… first insert the Periods parameter and then type ='12-month’. It should look like this: ${Periods}='12-month’. Click Save.
  5. Put your cursor right after that variable and then go to the Computations menu and expand ForecastInsight2→metricValue and insert the formattedValue.
  6. Click on the ForecastInsight2.metricValue.formattedValue variable you just inserted, then click Insert Code and choose Inline IF.
  7. In the box which says Enter some code… first insert the Periods parameter and then type ='6-month’. It should look like this: ${Periods}='6-month’. Click Save.
  8. Now we will repeat the same steps for the last variable - ForecastInsight.timeValue.formattedValue.
    Click on the ForecastInsight.timeValue.formattedValue variable, then click Insert Code and choose Inline IF.
  9. In the box which says Enter some code… first insert the Periods parameter and then type ='12-month’. It should look like this: ${Periods}='12-month’. Click Save.
  10. Delete the whole second line of the narrative.
  11. Put your cursor right after that variable (this can be tricky if there is not text after the last variable. One way to get your cursor there is to click on any of the hardcoded text like forecast or for, click the down arrow on your keyboard, and then type any character. Then go to the Computations menu and expand ForecastInsight2→timeValue and insert the formattedValue.
  12. Click on the ForecastInsight2.timeValue.formattedValue variable you just inserted and then click Insert Code and choose Inline IF.
  13. In the box which says Enter some code… first insert the Periods parameter and then type ='6-month’. It should look like this: ${Periods}='6-month’. Click Save.
  14. Delete the extra character you typed in step 17 so the two IF statements are right next to each other.
  15. Click Save in the upper right.
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Exercise 5 – Add anomaly detection insight

  1. In the upper left of your screen, click + Add and then Add insight.
  2. Select Anomaly Detection as the Computation Type.
  3. From the Fields List, add Order Date, Sales, and Customer.
  4. Expand the Field Wells and change the aggregation on the Order Date field to Month.
  5. On the insight that was added to your analysis, click Get started.
  6. Click on the Top Contributors section to expand it. Then select the fields Country, Contact Name, and Product.
  7. Click Save in the upper right.
  8. On the insight, click Run now.
    This will take a few minutes to run. Move to the next exercise and we will return to this afterwards to see the results.
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Exercise 6 – Contribution analysis within time trends

  1. On the Monthly Trend and Forecast line chart (first visual), click on the the data point for Nov 2020 and choose Analyze contributions to Sales.
    This will open the Contribution Analysis screen, which will help you drill into what drove that spike or drop to occur.
  2. Towards the bottom, choose Add a contributor.
  3. Select Country, Customer, and Product.
    This now shows us what contributed the most to that increase in spend we saw.
  4. Click the United States bar in the Country contribution visual.
    Notice how the other visuals have filtered to customers in the United States, allowing me to drill further into WHY something happened.
  5. Click the X in the upper right to exit the Contribution Analysis screen.
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Exercise 7 – Contribution analysis within anomaly detection Let’s return to the Anomaly Detection we set up in Exercise 5 and show how Contribution Analysis helps us drill into why anomalies have occurred as well (assuming it has finished running and you see some results displayed in the Insight).

  1. On your Anomaly Detection Insight, click Explore anomalies.
  2. Right-click on the anomaly on the right side of the time trend shown for Amazon and choose Analyze contributions to Sales.
    Notice the contributors we configured in Exercise 5 are preconfigured.
  3. Click Analyze in the lower left.
    Again, see how it is breaking down the month-over-month increase found in Amazon by Product, Countries, and Contact Names to help us determine WHY the increase happened.
  4. Optional - repeat for the Cisco Systems anomaly.
  5. Click Return to analysis. Alternatively click the X in the upper right to close this screen and return to our analysis.
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