Creating a visualization to show expenses month by month

Now you'll duplicate the Expense input view so that you have two views on the Expense input sheet.

You'll also modify the new view and change it from an exploration (table) to a stack column visualization. Then you'll add the new visualization to the collection so that it can be easily reused in the same book or in another book.

Procedure

  1. You want to investigate Operating Expense. Right-click in the Adv & Marketing row header and select Drill up.
  2. Change what you see in the Expense input view so that you have a global view of expenses.
    1. In the view, click shortcut bar toggleto display the shortcut bar, and then clicksnap command icon
    2. In the snap command bar, type all business units and all departments.
  3. Click the pencil pencil icon to take you into edit mode to go into edit mode.
  4. Click a cell to display the shortcut bar, then click the Duplicate icon Duplicate icon to duplicate the Expense input view. Drag the duplicate beneath the original view with the drag handle: drag handle
    Tip: You might need to click in the white space and then click on the duplicated chart to select it.
  5. You want to see only months, not quarters in the new view. In the tree, go to Planning Sample > Cubes > plan_BudgetPlan > Dimensions > plan_time > plan_time > Sets, and drag the n_level 2004 time set on top of the Current Desc Year Qtr Month tile to replace the dimension.
    Note: If you can't see the Planning Sample in the tree, click the up arrow up arrow icon to navigate in the tree at the top of the tree to go to the previous level in the tree.
  6. You don't want to see the total Operating Expense in the new view. Right-click Operating Expense and select Hide.
  7. Turn the new view into a visualization. Click the view, click shortcut bar toggle then click Change visualization icon from the shortcut bar. Choose the Stack Column visualization.
  8. You want time to be on the x-axis, so swap the rows and columns around by clicking shortcut bar toggle and clicking swap icon
    .
    You now have a stack chart that shows you the operating expenses over the year.
  9. Click the Show/hide overview icon Show/hide overview in the shortcut bar to hide the context area.
    This gives the visualization more space. You can see that travel expenses are very high in February.
    stack column visualization
  10. Select the collections icon collections iconin the shortcut bar.
    This adds a link to your visualization to your collection at the top of the browser. Objects saved in Collection can be easily accessed and reused either in the same Planning Analytics Workspace book or in another book.
    Tip: Click the Collections icon Collections icon at the top of the browser to show the Collection.