We will start to build the reporting sheet by adding the default filter pane that has already been added to the Master items library:
- Click on the Edit button to enter the edit mode.
- Click on the Master items button on the asset panel, which is on the left-hand side of the screen, and find Default filter in the Visualization section.
- Click on Default filter pane and drag and drop it into the empty space at the top of the sheet.
- Resize the height of the filter pane to fit one row of the grid.
- The sheet will then look like what's shown in the following screenshot:
Next, we will add the table chart to the sheet, as follows:
- Click on the Charts button on the asset panel, which is on the left-hand side of the screen, and find the Table visualization.
- Click on Table and drag and drop it into the empty space at the center of the sheet.
- Click on the Add dimension button and select OrderID from the Field list.
- Click on Add measure and select Sales $ from the Dimensions list.
- Click on the Master items button on the asset panel, which is on the left-hand side of the screen, and click the Dimensions heading to expand it. We will then add more dimensions.
- Drag and drop the Customer dimension on the table.
- Select Add "Customer" from the floating menu.
- Repeat the process, using the drag and drop feature to add the following dimensions to the table:
- Country
- Category
- Product
- EmployeesFirstName
- Click on the Measures heading in Master items to expand it.
- Drag and drop the following measures onto the table:
- Avg Discount %
- Quantity #
- Select Add in the floating menu for each of the selected measure.
- Click on the Fields button on the asset panel, which is on the left-hand side of the screen.
- Find the OrderID field in the list.
- Drag and drop the OrderID field onto the table.
- Select Add OrderID from the floating menu.
- Repeat the same steps to add the OrderDate field to the table.
The table will look like this:
With these steps, we have created a table so that we can view detailed information about the orders at the transaction level.