1. Access Admin > Collection & Storage > Data Sources
2. Scroll the to the bottom and [+ New Data Source]
3. In the Select the Type of New Data Source screen select "SQL"
4. [Next Step]

1. Name: Provide a descriptive name for the Data Source
2. Auth Type: Select "Password" option
3. Data Source Username: Use the "mi_read" username
4. Data Source Password: Insert the "zxz6rxe0YXN1nfa!fzk" password
5. Host name: Enter "trainingdb.metricinsights.com"  as host name
6. Database name: Insert "training"
7. JDBC string: Select the "MySQL Connector/J" option
8. Collect Table and Column Metadata: Select "Yes"
9. [Save]

1. Access Content > Datasets
2. Scroll to the bottom and [+ New Dataset]

1. Measured: Select "Daily" option
2. Name: Name the Dataset "<your name> Wine Sales Dataset (CSV)". In this use case "Student ##" is used instead of a name
3. Category: Choose the "<your name> Wine Sales Dashboard" Category

1. Open the Data tab
2. Data Source: Select the "CSV or Excel File" option
3. [Load data]
4. Day: Choose a random date in the past
5. [Select]
6. [Browse] and choose the downloaded CSV file
7. [Load]
8. [Enable & View]

1. Open the Data tab
2. Data collection trigger: Select the "<your name> Daily at 7am" Data Collection Trigger
3. SQL statement: Enter the code below
4. [Validate]
5. Measurement Time: Select a date in the past
6. [Select]
7. [Enable & View]

Here's the code for the SQL Statement field:

SELECT date_format(calendar_date,'%Y-%m-01') date,
country,
channel,
product_category,
product_subcategory,
product_name,
SUM(total_sales_amount) AS total_sales_ammount,
SUM(total_gross_profit) AS total_gross_profit,
SUM(total_unit_count) AS total_unit_count,
SUM(total_cost) AS total_cost
FROM daily_sales_summary
WHERE date_format(calendar_date, '%Y-%m-01') = date(:measurement_time)
GROUP BY 1,2,3,4,5,6
HAVING (total_sales_ammount >= 1000000 OR 
total_gross_profit >= 500000 OR total_cost  <= 0.5* total_sales_ammount)

1. Data Source: Select the "Datasets (SQL) - Default MySQL" option
2. Data collection trigger: Choose the "<your name> Daily at 7am" Trigger
3. Click Source of Reports button
4. Available Datasets: Select the CSV Dataset you created
5. SQL statement: Enter the code below
6. In the code, replace the table name after  the SQL "FROM" clause with the Table name of the CSV Dataset
7. [Validate]
8. Measurement Time: Select a date in the past
9. [Select]
10. [Enable & View]

Here's the code for the SQL Statement field:

SELECT date_format(calendar_date,'%Y-%m-01') date,
country,
channel,
product_category,
product_subcategory,
product_name,
SUM(total_sales_amount) AS total_sales_ammount,
SUM(total_gross_profit) AS total_gross_profit,
SUM(total_unit_count) AS total_unit_count,
SUM(total_cost) AS total_cost
FROM dataset_18239
WHERE date_format(calendar_date, '%Y-%m-01') = date(:measurement_time)
GROUP BY 1,2,3,4,5,6
HAVING (total_sales_ammount >= 1000000 OR 
total_gross_profit >= 500000 OR total_cost  <= 0.5* total_sales_ammount)

1. [Save As View]
2. Name: Name the View "<your name> Top Sellers". In this use case "Student ##" is used instead of a name
3. [Save]

1. Access Content > Datasets
2. Open the Views tab
3. Find the "<your name> Top Sellers" View you've created and click its Active Name link.

Click [Actions] and select "Build Report".

The Report Editor opens in a separate tab.

1. Click Edit
2. Click the gear icon in the "country" row
3. Display Name: Capitalize the column name "country" to "Country"
4. [Done]
5. Replace the names of other columns:
   • "channel" to "Channel"
   • "product_category" to "Product Category"
   • "product_name" to "Product"
   • "Sum of total_sales_amount" to "Total Sales"
   • "Sum of total_gross_profit" to "Total Gross Profit"
   • "Sum of total_cost" to "Total Cost"
6. [Apply]

1. [+ Rule]
2. Set the Conditional Formatting Rule:
   • "Sum of total_sales_amount" +  "is greater than or equal to" + "a value" + "5000000"
3. Apply green bold font to "Sum of total_sales_amount"
4. [Done]
5. [Apply]

Repeat for two more rules:

• "Sum of total_gross_profit" + "is greater than or equal to" + "a value" + "2000000"
  • Apply green bold font to "Sum of total_gross_profit"
• "Sum of total_cost" + "is less than or equal to" + "Sum of total_sales_amount" + "by a percent" + "50"
  • Apply green bold font to "Sum of total_cost"

For more details refer to Dataset Reports Overview article.

Drag the Line/Bar/Area Chart to the Drop Components Here section.

1. X-Axis: Select "product_name" option
2. Select the "Show as bar" icon in the measure row
3. Choose "Sum of total_sales_amount"
4. [+ Measure]
5. Repeat for "Sum of total_gross_profit" and "Sum of total_cost"
6. X-Axis Title: Type "Product Name"
7. Y-Axis Title: Insert "Values"
8. [Apply]

For more details refer to the Creating Charts in Dataset Reports article.

Drag the Text Block to the Drop Components Here section.

1. Add a "Total value of Top Sellers" text to the field
2. Mark font as bold and align it to center
3. Open Variables > Manage Variables
4. Name the Text Block "Total Top Sellers"

1. Place the cursor under the typed text
2. Click Variables and choose the "Sum of Sum of total_sales_ammount"
3. Activate the Show on Tile checkbox