Smartbi report production: monthly sales table of 25 mainstream car companies

Today I will share with you the production process of the monthly hot sales report of 25 mainstream car companies.

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Production tool: Smartbi cloud report

Smartbi Cloud Report is a SAAS BI tool based on Office Excel. It supports processing and analysis by combining cloud data and local data on the Excel side. It can generate dynamic and static charts with one click, and can publish the results to the mobile terminal. Users can anytime, anywhere View, share, comment, realize collaborative office.

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  1. Minimal architecture, users do not need to install "servers";

  2. After installing the plug-in, log in directly with mobile phone, QQ, WeChat;

  3. Excel one-key direct APP to realize mobile report.

Note: Due to the difference in positioning, the cloud report plug-in is not compatible with the Smartbi spreadsheet plug-in!

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Figure: Excel plug-in function of Smartbi Cloud Report

Example tutorial

Set the parameters through the query conditions of the cloud report, and take the cloud "mainstream hot-selling passenger car data" as an example to realize the combination of data and charts under the query conditions. The effect of "Mainstream Car Companies Hot Sales Ranking Table" is as follows:
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Implementation steps

1. Query data set

Log in to the service in Excel, click query data, select business query-mainstream hot-selling passenger cars (the method is the same as the report display under the query conditions)

2. Drag and drop fields to set query and display data

Set the query conditions and display content by dragging and dropping the fields of the basic table, and modify the parameters as needed (the method is the same as the report display under the query conditions).

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After setting the fields, save the personal parameters, and finally click the save button on the upper side, rename and save to my space.

3. Create a spreadsheet

Create a new spreadsheet and draw a static form as follows:

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4. Associated settings between spreadsheets and spatial data

Associated display content: directly drag the field of the object in the data set panel to the corresponding cell, the selection method is: overwrite.

(Not to mention here is that we have set the serial number 1-25 according to the ranking of all sales of the car company, and the related cell selection coverage method can be displayed in order of serial number)

Associated query conditions: independent typesetting, drag the parameters to the bottom of the layout: and bind the corresponding cells (the method is the same as the report display under the query conditions).

Conditional formatting:

Customized font color for positive and negative growth trends: [Green] 0.0%; [Red] -0.0%;-

Positive and negative growth trend▲▼Indicating color customization: [Green]▲;[Red]▼;-

Sales data bar settings: start-conditional format-data bar

5. Insert the chart

Select the corresponding data set in the data set panel on the right side of the excel sheet, right-click-select Insert Graphics.

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The word cloud diagram and Nightingale rose diagram are used in the example, which are introduced one by one below.

Word cloud map: choose other graphics-word cloud map, the field car company is X-axis sales volume is Y-axis. Set the button on the right side of the Y axis, click to set the department sequence attribute.

Can be adjusted according to needs and display effects: data settings, basic settings, titles, prompts, tools, advanced, data transfer settings, extended attributes.

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Nightingale rose chart: Graphic selection pie chart-Nightingale rose chart, the field car company is X-axis sales volume is Y-axis.

Set the properties of the Y-axis sequence: select the Nightingale chart-radius and area mode (you can also select the radius mode), and the data item label displays the position, field, content, etc.

Here is the top 10 auto companies’ hot sales ratio chart: Advanced-Sort-Descending-Index Sales Volume-Only the top 10 are displayed.

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6. Release and Preview

Click Publish-select save location-rename-save. The preview function is to save and then preview.

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Please use the same account as the Excel plug-in to log in to the APP to view

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Origin blog.csdn.net/weixin_49346511/article/details/112902816