Today I will share with you the production process of the mobile report on sales progress and thermal efficiency in 2018.
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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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Minimal architecture, users do not need to install "servers";
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After installing the plug-in, log in directly with mobile phone, QQ, WeChat;
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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
Link the data in the cloud to the excel table, and make a combination of reports and charts through excel. The effect is as follows:
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Implementation steps
1. Query the data set
Log in to the service in Excel, click query data, select business query-mainstream hot-selling passenger cars
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2. Drag and drop fields to set display data
Set the display content by dragging 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 electronic form and draw a static form as follows: (The annual target sales of each car company come from the Internet)
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4. Spreadsheet and spatial data association settings
Prepare the data (placed in the new sheet page), the required data is as follows:
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(1) Monthly sales of various auto companies
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(2) Calculate the completion progress of each car company
(3) Calculate the hot sales rate of each car company
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Drag car companies and sales volume fields (FAW-Volkswagen’s 2.1 million target is jointly completed by FAW-Volkswagen and FAW-Audi in the cloud data of mainstream hot-selling passenger cars). Please pay attention when comparing.
Cell format: expansion direction from top to bottom
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(4) The fastest and slowest progress (MAX, MIN)
(5) The highest and lowest selling rate (MAX, MIN)
(6) Average completion rate, average selling rate (AVERAGE)
Set up data association
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Conditional formatting: start-conditional format-highlight cell rules-other rules can customize the color. (Column BD, Column F)
Conditional format setting: Start-Conditional Format-Data Bar-Other rules can customize the color. (Column G)
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5. Make excel charts
According to the calculated average completion rate and average hot sales rate, make two dashboards of fuel gauges
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Select data cell-Smartbi cloud report-ECharts plotting-plot by column-fuel gauge-indicator (Y) axis
Resize, style
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