Use cards for numbers

- [Instructor] There are any number of people that might consume your information on a dashboard and you'll work with people that will only want visuals and some who want numbers and some who enjoy visuals and numbers. You can show tables with subtotals, or you can explore cards that are just cards or multi cards. Let's start with a table just to get our brains straight on the numbers before we start getting distracted by the visuals. Let's go over to our artifacts tab. Okay, and what we're going to do is we're going to create some size to work with here. We're just going to size these down just giving us some room to work with. Okay, so I'm going to choose the table visualization. Okay, from our sales data, we want to focus on our products. So I'll drag product name and again, I want to bring in the line total. Okay, let me just close my filters. Now, what I see is a list of all of my unique product names and the subtotal of the line totals. Okay, great. These are some pretty big numbers. What I would really like to see is what percentage they make up. So that's easy. I'll go to line total. I'll tell it to show the value as a percent of the grand total. All right, as we take a look, let's go take a copy of this visual. Let's put it on our sample dashboard. Immediately we see it doesn't really fit the style that we're going for. All right, so again, I'm going to just do some really basic sizing. I'm not going to get intricate yet, just going to make room. Okay, I'm going to click on my visual and I think what I want to attempt to do here is show a multi card. So with my table selected, I'll click on the multi row card. Definitely looks a little bit better. This list is long and it requires me to scroll which means it requires my users to scroll. So I'm going to go ahead and make some adjustments to the format. I'll go to my paint roller. I'll go ahead and turn my category label off. I don't need to see percent of grand total repetitively. I'll scroll down a little bit further. I'll go to my card and I'll adjust that padding. Bring my padding down. Let's make it a five and see how that looks, definitely better, okay. All right, I might adjust my size of my card title font, not 100% perfect, but definitely a little bit better a little bit less scrolling for my user. Okay, now let me go to the three little dots at the right. First of all, I want you to know that by product name it's sorted ascending meaning it's going to just list them in alphabetical order, but for this dashboard to really give me information, I actually want it to sort by the grand total line percentage. This means when I look at this, it'll show me the highest lines first, okay. Go ahead and make that ascending and then I'll tell it to sort descending. Now, this particular soar will interact with my filter so if I choose a particular month and there's a higher product for that particular month, it will automatically sort to the top. Let me go ahead and save my dashboard. Okay, let's go back over to our artifacts. So we replaced the table with a multi row card, perfect. Let's look at a regular card. I'll click on card and I'll bring in my line total. I'll drag it to my fields and by default, it's set to sum, which is perfect, okay and then I actually want to go ahead and filter this again, by the order status. So I'll drag that filter to this visual and show only my delivered products. Okay, I'll go ahead and do a little bit of formatting here. Turn my category off. I'll turn my title on and this'll be total delivered and let's go ahead and send her that over the top. Let's maybe make it a little bit larger, okay? Adjust the size of my card there, perfect. Now let me go copy this. Found a place to put it on my dashboard. I think I'm going to go ahead and put it over here on this right hand side. So again, I'm not doing real crazy sizing yet. Think I'm going to place at right here, awesome. Okay, now I'm going to copy this visual again so that I can show a total for the returned, a total for the lost and also a total for the back ordered. Okay, so I'll just copy the visual and paste it. We'll then I'll adjust my sizing and then I'll adjust my filter for lost and I'll go adjust my title. Total loss orders. I'll paste again, set my status for returned, go to my title. Total returned, paste one more time and do my total back ordered, awesome. This gives me the flexibility of seeing the grand totals for each one of the main categories in the sales story. I can also see that performance of each product over time just by using multi row cards and actual cards. I'll go ahead and save my dashboard here. Again, it's important to not spend a ton of time sizing and moving around because you've already seen we do a lot of shifting and movement as we put artifacts into place. Cards and multi cards just give you another attractive way to build numbers into your dashboards to accommodate both the graphic version of the numbers as well as just the numbers.