Example – is least profitable always unprofitable?

Let's say you've been tasked with helping management for a superstore chain to find which items are the least profitable. The management feels that most of the least profitable items should be eliminated from the inventory. However, as you've done your analysis, you've discovered that certain items, while not profitable overall, have made profit at times in various locations. Your primary objective is to lead management through the discovery of the least profitable items and then guide them through a simple analysis that identifies whether an item has always been unprofitable.

Building the views

Let's start by creating the individual views that will comprise your dashboard:

1. Create a bar chart showing the profit by category. Sort the categories in a descending order by the sum of the profit.

2. Add the Department field to Filters and show a quick filter. You can do this by right-clicking on the Department field and selecting Show Quick Filter or...