Adding a default filter pane

We will start to build the reporting sheet by adding the default filter pane that has already been added to the Master items library:

  1. Click on the Edit button to enter the edit mode.
  2. 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.
  3. Click on Default filter pane and drag and drop it into the empty space at the top of the sheet.
  4. Resize the height of the filter pane to fit one row of the grid.
  5. 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:

  1. Click on the Charts button on the asset panel, which is on the left-hand side of the screen, and find the Table visualization.
  2. Click on Table and drag and drop it into the empty space at the center of the sheet.
  3. Click on the Add dimension button and select OrderID from the Field list.
  4. Click on Add measure and select Sales $ from the Dimensions list.
  5. 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.
  6. Drag and drop the Customer dimension on the table.
  7. Select Add "Customer" from the floating menu.
  8. Repeat the process, using the drag and drop feature to add the following dimensions to the table:
    • Country
    • Category
    • Product
    • EmployeesFirstName
  9. Click on the Measures heading in Master items to expand it.
  10. Drag and drop the following measures onto the table:
    • Avg Discount %
    • Quantity #
  11. Select Add  in the floating menu for each of the selected measure.
  12. Click on the Fields button on the asset panel, which is on the left-hand side of the screen.
  13. Find the OrderID field in the list.
  14. Drag and drop the OrderID field onto the table.
  15. Select Add OrderID from the floating menu.
  16. 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.

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