Hello and welcome back to this video now in the last video we learned.
What's the interface of Poppea looks like?
So we had a little tour, but now let's actually dive into it.
So let's practice it first.
There's a window and you can see I have opened up the complete new PABI report.
So let me actually close here.
And it's actually import data here.
And is that in our first exercise here, we want to import XML data so you can either click on here
to import data from Excel or you can go up here, Excel, or you simply go to getData Excel.
Or the fourth option would be to go to more and then also wait until the window opens the window and
then choose XML from here.
So always what exactly do exactly the same.
So for me, I simply click on Excel up there.
So import data from Microsoft Excel workbook.
And by the way, you find this workbook also in the resource section of the course.
So download Excel five first to follow along.
So if I go to Excel here, then I can choose my path by the easy way.
So if I click on this and then I click on Open, what you see is a connect no to this file.
And what will happen is a new window will appear just seconds.
And there it is.
This is a so-called navigator.
The navigator now allows us to specify what exactly do we want to have?
And here I have two tables or actually I have a sheet which is called gaming here and also have a table,
which is called gaming table.
And you see, that's the data itself.
If you click on it and let me maybe make this a little bigger for you.
So this is what the data looks like.
So if you open the Excel file, you see exactly this kind of data here, like country price or the amount
sales, product, profit and region.
And if I click on the gaming here, this option, you see exactly the same data.
So why is that?
So this here, this is all I can refer to the sheet of this Excel file, the gaming sheet.
This, on the other hand, refers to a table.
So if you have created the table of data in the sheet, then you will see here that the table icon,
which differs because it has a little blue header line and this allows us to only import the data on
this specific table.
So that's exactly the difference between those two, because that say you have this gaming sheet created
in your underlying data, also in the actual file, but on the gaming sheet, there's additional information.
So you have additional data which you do not want to import into poverty.
Now, of course, you can still clean it with the poker ed.
We'll cover this in the next couple of videos.
But why importing all the data and then clean it?
If you don't need it, simply choose only the table.
You want to have an unemployed the table.
So this allows you to make sure that even if someone else or you will change your file in the future,
the specific sheet, as long as this table still exists and you have only imported the table, you will
only import the data from the table and avoid importing additional information you don't want.
So that is why a best practice, at least from my point of view and experience, is choose the table
just in case the data in this table is enough for you.
Choose the table.
So that is that, but in our case, it wouldn't make any difference if we take this one option.
Let me then take this one or if we can take this one and take this one.
But because I think it's best practice if you have a table and you only want to have the data from the
table, choose a table here.
As soon as you have done this, you can then also here refresh the data that is also available here.
By the way, this would mean that just in the meantime, you connect to the data and in this specific
moment, someone is changing the underlying data source.
Then you could simply click refresh here and you would see immediately the changes.
So the data file itself is not locked normally.
At least you can someone can edit it and you can then click on refresh and you would see the the latest
refresh of the data.
And finally, if you want to load the data, there are two options here, which is load, which is already
highlighted in yellow.
That is why probably most people will click on it.
But there's also this transform data.
This transform data would mean that we do not load the data directly into PABI.
Instead, what we do is we open the Pocari.
Ed, as I've told you, this is the data cleaning and transformation tool which is available for us
in public and we will cover this as a promise in the next couple of videos.
But you could simply shape and clean your data up front before you load it into public.
This is where you can click on Transform data and then the query Ed would open for us.
Now for the simple file.
We simply tecolote because we have seen the data here.
The data looks fine to us.
We also specify that we want to have the table and then we click on simply download, import the data.
Just a second, and you can see that podia is connected to the data and is importing the data.
Now it's done and we can see on the at list on the site that now we have our gaming table here.
Right.
And you can see it, storage mode, latest refresh and so on.
And you can see all the different kinds of fields we have in inside like country or the amount price,
product, profit region and sales.
So all these fields here are exactly the column headers in the underlying data source.
You also see a little well, some I can hear that simply refers to the fact that if you specify a specific
column as numeric column, then it will automatically create the sum here.
It would automatically also when you create a visualization based on this, you will automatically get
the total profit, for instance, here, the total sum of this column or the total sales, if you want.
If you want to have a look at the data, this is where.
Remember, there are different kinds of views and probably also this data view here.
And if you click on it, you also see here the table again with the country price, Automan sales,
product, profit and region.
So exactly that.
Exactly the same tables as Excel could be viewed here in the state of U.
And under just did you see it under the model view that we currently have one specific table here which
is there, we can't connect it to any other kind of data because we don't have it.
But for now, that's not necessary.
What I will do is I simply go back up here to my first you and you see your results with your data.
So what we need to do when we want you to visualize something now, please take the specific field we
want so we can either click first on a realisation like let's say we would like to have a bar here.
I can click on a budget, click on it, then I can see my template and then I could simply click on
sales.
For instance, I can take this year.
And then what I see is I see a little bit out here, which, by the way, I can drag around and place
it anywhere.
Right.
Or make it big forward.
But you see that this will be one way to first select your specific template.
We should remove this press delete to remove it when you selected so specific template like ones here
or here, the donor chart, click on it and then you simply click the fields.
You want instance sales here and you can see that now the shop is filled with the sales volume, which
is almost thirty four thousand.
Now, the other way would be that you can simply take a specific field.
And the difference is when I take sales, yes, simply ticket instead of using a visualization up front,
then by default I get a budget, as you can see here.
And this is true for all numerical fields.
So if I click somewhere on my blank canvas and then choose another field, like, for instance, profit,
click on it.
I will see that again.
It gets here a bar chart.
So this is the default charge which which get created if you use a numerical field.
Also, make sure that if you want to create a new chart, a new fossilisation, first click somewhere
on a blank canvas, because if I click on the profit, if as long as if it's still selected like this
and then I choose another kind of visualisation in Spain, for instance, I'd say I'd like to see a
pie chart, click on a pie chart.
Then you see that you change the specific visual.
So if you want to change a visual, simply select it and then choose a different kind of visualization
here that works.
But if you do not want to change it, just make sure that you first click somewhere on the blank canvas
so your unteach or on select all the visuals you have and then choose another well, your field wants
or choose and the visualization to create a specific template and then fill in the fields.
OK.
Besides these options here, we also have TextField, like, for instance, country here is TextField
Corindi or product or region.
So if I click on product here, what you see is that by default, Parubiy is creating a table.
So for TextField Sparboe, as always, by default, creating tables like this one here.
Now, if you want to add additional data to the table here, for instance, I would like to see my products
here, as you can see here, which is here, a unique list of products, because if I take a look at
my data here, you see that for the products here, we have several times PlayStation, which have been
sold or Xbox or Nintendo and so on or PC down there.
But what Tobii gives us here is simply a unique list.
So distinct values of this products.
And then we could add additional data to this to this specific visualization.
So for the this gets to the table, for instance, we'd like to see the sales amount for each product.
Then what we could do is either we select this option here and drag it here undervalues because you
can see in value system the only product we can drop it here.
And then what we get is we get the sum of sales for each product.
And in total this around thirty four thousand euros or dollars, whatever kind of currency is, you
can see the same if you have over the bar.
It is exactly the same amount as the total sales.
But now you're simply for each product.
The same is true for the prophet, if you like the prophet, then in your table and drop it from here,
you get additional information here for the prophet, for instance, for each product.
So it seems to them if you want to remove something, you simply click on a little cross symbol here
on CROSSFIRE.
And now you can see that the prophet is gone.
Another way to get data to this table is instead of dragging, dragging and dropping it like this,
you can also simply take it.
So if you click on this take option here, you also see that we are simply adding the data down there
to the table.
If you want to change the order, simply choose profiteer and drag it on top of sales, drag and drop
it.
And now you can see that the profit is the first column next to the product and the sales is the last
one.
So by simply dragging and dropping them around, you can adjust the order.
If you want to prove something, simply click on this little symbol here.
And if you want to do additional things on the down arrow and they can also see different kinds of options,
like what kind of aggregation do you want to have?
You want to have the some, you want to have the average minimum and so on.
These options are also available for year.
But that's it for creating a table, so by default, remember that if you do not choose a specific ritual
up front and then at your data to it, by default, Poggio will create bar charts for numerical data
and tables for, in this case, text data.
And each of those visuals, like, for instance, the bar chart here, the pie chart as well as here,
this chart here table is completely customizable.
What I mean by that is currently here we are in actually the field option here, right?
If you have what you can see the fields now next to the fields here, there's also this formatting option.
I call it the paintbrush, but this is only my personal naming for that.
So if you click this, what you see is then you have additional options to style your table.
So here I would highly recommend you go through all these options and try them out.
So understanding, for instance, you could see their different kind of styles.
So if I go to alternating rows, click on this, then you see that the table changes the style of the
table.
And here simply try out what's available and what fits best your needs.
Right, John Sparks, and then we'll talk about it.
So for me, that's a little too much.
That's why if you want to go back so you can always click on this river to default, which is available,
and then you can see the original table.
So for me, that's fine.
But I just want to try out the different kind of ditherer.
And the same is true for other things.
For the grid, for instance, you want to add additional grids.
So maybe you can see this on the screen now added to a vertical grid line.
I can either take this or take this.
I can also adjust the color.
If you call here, you see that I make this blue, then I would have a blue color for that.
So everything individually is customizable.
You just need to take a look at here this formatting or what I called paintbrush option here.
And there are a lot of things, so just in case you do not find something immediately, go to the search
option and search for it.
So column headers, the same is true here, you can adjust the font size, the background color and
so on the text size here.
So if I make this bigger, you see that now I'm creating bigger headers here on the table.
Right.
The same is true for the value.
So in case the values are too small for you, go with this values option here.
Click on values here.
Adjust the font background Karlan's on or simply only the size.
You can go on here in a you can also, by the way, simply highlight this and then type in a number
like 15 and then you can see that the number here gets bigger.
So totally up to you how you want to do that.
And there's also always this revert option, which is also available for you simply if you want to go
back to the default settings.
And on the totals, this would, of course, refer to this Tolia, so the last line in your table,
which again is also customizable.
So here I just want to highlight this, try it out yourself, go through all the options which are available
for you.
I just want to show you a few of them right now.
And one good thing, from my point of view, simply, as soon as you're done, collapse it get back
again because there's so many options.
And if you do not do that, then you need to scroll a lot.
So that is why choose what you want and then simply collapse it back like that.
And then you have a little more space in here, don't you?
Just grow too much under conditional formatting.
You can take this here as well.
Then you can see, you can specify what do you want to format.
So the product, the profit or the sales.
So for instance, let's go with the sales numbers here and then you can see you can adjust different
things here, like the background color.
You can turn this on and then, of course, you can go on the advance controls here, click on this
one and then you can see additional things here.
Like if you want to adjust the background color for the sales, you can see that currently they are
like that simply because here you can find all the color scale apply to values only or values and totals.
If you do that, then of course it will also change for the town's needs to be a few settings here.
But this is also something you can specify here.
So how you want to actually adjust your specific tailored to your needs, you can play around the colors
here.
So if I make this orange here like this one and now if it would apply this, if if I click here now
to fill out the field, feel sorry and to value minimum, let's say the minimum here is 6000.
Yeah, like that's the maximum value here.
Specify this for let's say eleven thousand four now.
And if you click OK here, you would see that now you get different kind of color here.
So this is something you can adjust here and that's advanced controls.
So based on what kind of field do you want to base on in this case?
Currently it's the sum of the sales, which is the sales field now.
Or you can also choose another kind of field.
Also interesting because you basically could even depending on what makes sense or not, but you could
form it here.
The sales based on another field.
So I can, for instance, format the sales based on the profit.
This could also be an option because maybe I have a lot of sales, but the profit itself is low for
specific product that could also be done here.
And diverging can take this year.
Then you can see that the colors are just in the house to have a center color here.
But this is something you can simply adjust exactly the way you want it here for different kinds of
in this case, as you can see here, different kinds of columns in your table.
And so that would be an option for that at Mantic this year, for now, simply to go back.
This would be the font color or the background color.
You can do the same for the font color.
So this would here simply form with the font color, even though now you can see the six thousand fifty
you can't even see anymore.
So there you would have to try a little bit different color.
So that is why I don't use the font color.
What's more interesting, at least for me, is, for instance, the data bars.
So if I click on data bars here, you can see that now you have some kind of data bars which also allow
you here to highlight what kind of in this case, what kind of sales you're more higher than others.
So this could be an interesting background, but of course, you don't have to use it.
Just an option I can show you here.
And I think are Aitken's and PaPeRo, so if you go to a concert here, you can see those icons like
these ones here, which can also adjust your table.
So a lot of options here are available for you.
And as I said, try them out yourself and see what works for you.
All right.
And the other things are some of them are kind of self-explanatory.
So the background you want to change to color for the background of your table, do you want to change
Borderfree for your table?
You can apply this to you want to apply a shadow.
If I click on the shadow option here, you can see that now for the visual that we have this shadow
effect here.
Also, maybe there's something you want to do here with your visuals itself could also be applied here
and always if you want to remove something, simply Montegut and then you can see the original you back,
right.
So that these are the options here.
And as I said before, depending on what kind of visual you choose.
So if I take on this one, here is the budget, then I would see different options here for formatting.
Right.
So data colors, for instance, here, data labels.
Interesting.
If I take this, then I will see the data label up there.
Right.
Which also can then be formatted.
So just let me show it to your data label here for the display units currently set to order.
And you can also see maybe a little bit small, but you can see 34 currently.
If you want to see the key, you want to see the complete number, simply go here and say no.
And then what you see here is now it states thirty four thousand two hundred.
So you can also just hear the display units or simply would refer to the best, which Paul thinks is
the best.
But it's also something you can adjust here.
If you have the numbers, then might be the abbreviation for millions or billions or even trillions.
Could be interesting.
And you, of course, can apply the color as well as the position itself and also the texture.
So if I make here this also 15, you see that now this number is bigger.
But as I said, the main idea here is really that you can adjust this for any kind of official you have,
simply select the visual, because then you have the option to go to the specific formatting option
here and then adjust the specific formats for each of those visualizations.
OK, so this is that for that.
OK, so that was set for the tables as well as for, for instance, the bar chart.
Maybe one last thing here is the country now.
The country is actually a geographical field.
So that is why if I simply click on country here, what you see is that PABI is creating a map for me
automatically.
So Poppea is smart enough yet to recognize that this is a geographical field.
So these country names and that is why it's creating those country names here directly on them on a
map.
It's different from the table itself, even though I could selectively you'll always remember that you
can change any words you simply selected first.
Now the map is selected.
And then if I would like to have a table, I can always go click on table here.
And then I would see a unique list of my countries here currently sort of alphabetical order.
But if I go back to my here this map visualization, I can see dots on a map.
And just in case you do not, this is not working for you because sometimes click on the, um, sometimes
if you click on this and, you know, you have a country, it does not stay in the country.
It simply refers to the table because it thinks it's simply a string.
It's not a country.
So if this is not working for you, what you could do is you simply first select it.
So as I said, it clicked on the country here.
So let me ask you one more time country.
You can see on the Top Ramen bar, they are the normal Rippon's.
But if you take a specific, um, in this case, a specific column of your table and country, you see
that now there are two additional fields, which is the table towards as well as the column towards
an under column towards.
There is actually the option here under Theta category Kolditz.
Uncategorized, but you can click on this and then change it to something.
For instance, in our case that would be country.
It's also continental latitude, longitude, postal code and so on.
So you can change the data type and sometimes it works for people that you first need to select country
here instead of leaving.
Uncategorized.
And you will also see that if I country here, let me take it.
You see that now a little globe I can appears here.
This is referring to the fact that's probably as treating this field now as a geographical dimension.
And the way I want the reason why I want to highlight this year is really the following that I have
seen for some students that if you leave it as uncategorized, then the visualization works as it does
for me.
And for some they had you had used the first converting to a geographical field.
So notice click on the field itself, go to the column tools and on the column tools here, change the
data category to country just in case the and category doesn't work for you.
So for the map, always remember, for each visual, simply check out what is under formate, because
for the map, for instance, we also see not only here category, which is going to be turned off,
I can turn this on and then I would see also the country names here, which at least one might point
you if you already looks better than without the names.
And then we can also go to the bubbles here and the bubbles allow us to increase the bubble size.
So, for instance, I can make this bigger.
Like that, right?
That's already interesting, but what I currently see here is I can see bubbles, but they all have
the same size.
So maybe and this is probably the case that you also see this year for different kind of products,
but also be true for the countries.
For each country.
We have different kinds of sales.
So what if we like to connect the size of the bubble to the specific sales figure in this country?
Then we can go back to the year, the first year the fields view, and then we see that.
And here we have country put in the location.
We have a legend, a latitude, longitude and also a size year.
So if we track the sales now into the size drag and drop its.
Like that, you see that now we have different sets of bubble sizes based on the states in this country
and from my point of view now the bubbles are a little bit too big for me.
So I go back to the formating option and go back to my bubbles here and say, I'd like to reduce the
size here, maybe even use a slider, or yet tend to go inside and type in some value in here.
Let's say let's try 10 and see that the bubbles now shrink a little bit.
Right.
So also something we can adjust here for the baptizes.
So this is an option which we can then use in order to highlight actually the different kinds of sales
numbers for this specific kind of countries in Amapa.
And there's one other option I'd like to show you here, because a few of those settings like title
background and so on, these are actually available for all the visuals.
But there are certain kinds of options here under the formating, which are only relevant for specific
visual.
For instance, for the map, we have the bubbles as well as the bubble size right here.
But we also have next to that's this heat map option.
So you can go and heat map here.
And then instead of bubbles, you can see heat maps.
And again, you would you go to heat up here and then you can play around with the radius as well as
the units here.
So if you set the radius, let's say, trought maybe 50.
Right.
And you can see now the heat map itself is already bigger here.
So this is something you need to play around this.
There's no best practice.
It's simply trial and error and maybe a little bit experience when you use a CPM.
So let me take this one now and go back to my Roberts.
Just wanted to show you that that's available for you as well.
And another thing which I like to point out here for the map, the last thing here is actually the map
styles, because some people like the default map.
Some people don't like it.
Then if you do not like it, simply go under theme here on a map starts and try out the other themes
which are available for you.
For instance, aerial would look like that, or there's also dark which would like that and so on.
So these are the fields or fields which are available by default for Parvizi for this specific map here.
Let's go back to wrote is the default Wando gentlemen.
And always, if you do not like your changes, you have always the option to revert to default simply
to go back.
OK, so that's it for the first part here, just to explore what's available for us in the next part
will create our first report.
So stay tuned for that.