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Bursting a Report

1. Get your data
   • Use the PLUGS_ELECTRONICS_HANDS_ON_LAB_DATA table at Connections > Sample Database > RETAIL > PLUGS_ELECTRONICS_HANDS_ON_LAB_DATA.
2. Create the “Is Before Previous Month End?” column
   • Add a column to the table with the formula:
   • [Date] < EndOfMonth(DateAdd("month", -1, Today()))
3. Create the store name filter
   • Add a filter page.
   • Add a Store Name filter and target it to the source data, PLUGS_ELECTRONICS_HANDS_ON_LAB_DATA.
4. Create the report header
   • Create a new report.
   • At the top left, add a dynamic text field that pulls the store name from the PLUGS_ELECTRONICS_HANDS_ON_LAB_DATA table.
   • Below it, add a text field with the title “Monthly Sales Report.”
5. Build the year-over-year KPIs
   • Create three KPIs: Quantity, Revenue, and Profit.
   • For each KPI, put the respective metric in the Value area.
   • Under Timeline, put the Date field and set the comparison to Period: This Month Last Year.
6. Build the Profit by Product Type and Family tree map
   • Create a tree map chart.
   • Set Value to Profit.
   • Set Category to Product Type.
   • Set Split by to Product Family.
   • Set Label to Profit so the metric displays inside the tree map.
7. Build the Revenue by Product Type and Family tree map
   • Create a second tree map chart.
   • Set Value to Revenue.
   • Set Category to Product Type.
   • Set Split by to Product Family.
   • Set Label to Revenue.
8. Publish and export the report
   • Publish your changes.
   • Right-click the workbook, then click the Report tab and choose Export.
   • Split the export by the Store Name control.
   • Select PDF and landscape orientation, then send.
   • The PDFs are delivered to your email as a zip file. Each PDF is named with the workbook name followed by the store name.