To add a visualization to an existing analysis, you should:

  1. Choose the dataset that you want to visualize.
  2. Click on the 'Add' menu at the top of the QuickSight page and choose 'Add visual'
  3. Click on the new (empty) visualization that appears.

Recurring Services

All these visualizations use the 'recurring_services' dataset.

Recurring Services Revenue Forecast (Current Year)

  1. Click 'Visualize' in the left-side menu
  2. Choose the 'Vertical bar chart' in the list of Visual Types
  3. Drag the 'window_start' field to the X axis field well
  4. In the X axis field well, click the dropdown menu next to 'window_start' and change the 'Aggregate' value to Month
  5. In the X axis field well, click the dropdown menu next to 'window_start' again and change the sort to 'Ascending'
  6. Drag the 'price' field to the Value field well
  7. In the Value field well, click the dropdown menu next to 'price' and change the 'Show as' value to 'Currency'
  8. Drag the 'service_line' field to the Group/Color field well
  9. Click 'Filter' in the left-side menu
  10. Click the filter icon to the right of 'Applied Filters' at the top
  11. In the field list dropdown that appears, choose 'window_start'
  12. Click on the filter that appears
  13. Change the 'Filter type' value to 'Relative dates'
  14. Change the time period dropdown to 'Years'
  15. Choose 'This Year'
  16. Click Apply

Recurring Services Hours Forecast (Current Year)

  1. Click 'Visualize' in the left-side menu
  2. Choose the 'Vertical bar chart' in the list of Visual Types
  3. Drag the 'window_start' field to the X axis field well
  4. In the X axis field well, click the dropdown menu next to 'window_start' and change the 'Aggregate' value to Month
  5. In the X axis field well, click the dropdown menu next to 'window_start' again and change the sort to 'Ascending'
  6. Drag the 'duration_hours' field to the Value field well
  7. In the Value field well, click the dropdown menu next to 'duration_hours' and change the 'Aggregate' value to 'Sum'
  8. Drag the 'service_line' field to the Group/Color field well
  9. Click 'Filter' in the left-side menu
  10. Click the filter icon to the right of 'Applied Filters' at the top
  11. In the field list dropdown that appears, choose 'window_start'
  12. Click on the filter that appears
  13. Change the 'Filter type' value to 'Relative dates'
  14. Change the time period dropdown to 'Years'
  15. Choose 'This Year'
  16. Click Apply
  17. Click Close

Note: to isolate for specific service lines:

  1. Click the filter icon to the right of 'Applied Filters' at the top
  2. Select 'service_line'
  3. Search for the service lines you would like to include, checking the box next to each
  4. Click Apply

Invoices

All these visualizations use the 'invoices' dataset.

Invoice Totals by Job Type (Previous Month)

  1. Click 'Visualize' in the left-side menu
  2. Choose the 'Pie chart' in the list of Visual Types
  3. Drag the 'total' field to the Value field well
  4. In the Value field well, click the dropdown menu next to 'total' and change the 'Show as' value to 'Currency'
  5. Drag the 'job_type' field to the Group/Color field well
  6. Drag the 'invoice_service_lines' field to the Group/Color field well, placing it just beneath the 'job_type' block.  Drop the field when the hover text reads 'Add drill-down layer'.
  7. Click 'Filter' in the left-side menu
  8. Click the filter icon to the right of 'Applied Filters' at the top
  9. In the field list dropdown that appears, choose 'transaction_date'
  10. Click on the filter that appears
  11. Change the 'Filter type' value to 'Relative dates'
  12. Change the time period dropdown to 'Months'
  13. Choose 'previous month'
  14. Click Apply

To view the drill-down layer, click on any piece of the pie chart and choose 'Drill down to reporter_name'. 

Quotes

All these visualizations use the 'deficiencies' dataset.

Quotes Accepted by Office by Owner (Last 3 Months)

  1. Click 'Visualize' in the left-side menu
  2. Choose the 'Pie chart' in the list of Visual Types
  3. Drag the 'total' field to the Value field well
  4. Drag the 'location_offices' field to the Group/Color field well
  5. Drag the 'owner' field to the Group/Color field well, placing it just beneath the 'location_offices' block.  Drop the field when the hover text reads 'Add drill-down layer'.

To view the drill-down layer, click on any piece of the pie chart and choose 'Drill down to reporter_name'. 

Deficiencies

All these visualizations use the 'deficiencies' dataset.

Deficiencies Identified by Month and Office (Rolling Last 12 Months)

  1. Click 'Visualize' in the left-side menu
  2. Choose the 'Vertical bar chart' in the list of Visual Types
  3. Drag the 'created' field to the X axis field well
  4. In the X axis field well, click the dropdown menu next to 'created' and change the 'Aggregate' value to Month
  5. In the X axis field well, click the dropdown menu next to 'created' again and change the sort to 'Ascending' 
  6. Drag the 'created' field to the Value field well
  7. In the Value field well, click the dropdown menu next to 'created' and change the 'Aggregate' value to 'Count'
  8. Drag the 'reporter_office' field to the Group/Color field well
  9. Click 'Filter' in the left-side menu
  10. Click the filter icon to the right of 'Applied Filters' at the top
  11. In the field list dropdown that appears, choose 'created'
  12. Click on the filter that appears
  13. Change the 'Filter type' value to 'Relative dates'
  14. Change the time period dropdown to 'Months'
  15. Choose 'Last X months' and change the value to '12'
  16. Click Apply

Deficiencies Identified by Office and Technician (Previous Month)

  1. Click 'Visualize' in the left-side menu
  2. Choose the 'Pie chart' in the list of Visual Types
  3. Drag the 'created' field to the Value field well
  4. In the Value field well, click the dropdown menu next to 'created' and change the 'Aggregate' value to 'Count'
  5. Drag the 'reporter_office' field to the Group/Color field well
  6. Drag the 'reporter_name' field to the Group/Color field well, placing it just beneath the 'reporter_office' block.  Drop the field when the hover text reads 'Add drill-down layer'.

To view the drill-down layer, click on any piece of the pie chart and choose 'Drill down to reporter_name'. 

Deficiency Repair Pipeline by Month Discovered

  1. Click 'Visualize' in the left-side menu
  2. Choose the 'Vertical stacked bar chart' in the list of Visual Types
  3. Drag the 'created' field to the X axis field well
  4. In the X axis field well, click the dropdown menu next to 'created' and change the 'Aggregate' value to Month
  5. In the X axis field well, click the dropdown menu next to 'created' again and change the sort to 'Ascending' 
  6. Drag the 'deficiency_discovered_to_quote_created_days' field to the Value field well
  7. In the Value field well, click the dropdown menu next to 'deficiency_discovered_to_quote_created_days' and change the 'Aggregate' value to 'Average'
  8. Drag the 'quote_created_to_quote_sent_days' field to the Value field well, placing it so it is beneath the 'deficiency_discovered_to_quote_created_days' block.  Drop the field when the hover text reads 'Add'.
  9. In the Value field well, click the dropdown menu next to 'quote_created_to_quote_sent_days' and change the 'Aggregate' value to 'Average'
  10. Repeat steps 8 and 9 for 'quote_sent_to_viewed_days', 'quote_viewed_to_approved_days', 'quote_approved_to_job_created_days', and 'job_created_to_job_completed_days', placing each field block beneath the previous one.

Current Quote Status of Deficiencies by Discovered Month

  1. Click 'Visualize' in the left-side menu
  2. Choose the 'Vertical stacked bar chart' in the list of Visual Types
  3. Drag the 'created' field to the X axis field well
  4. In the X axis field well, click the dropdown menu next to 'created' and change the 'Aggregate' value to Month
  5. In the X axis field well, click the dropdown menu next to 'created' again and change the sort to 'Ascending'
  6. Drag the 'quote' field to the Value field well
  7. In the Value field well, click the dropdown menu next to 'quote' and change the 'Aggregate' value to 'Count'
  8. Drag the 'quote_status' field to the Group/Color field well

Note:  deficiencies which have no quote will be shown with a blank quote status.  To exclude these deficiencies, add the following steps:

  1. Click 'Filter' in the left-side menu
  2. Click the filter icon to the right of 'Applied Filters' at the top
  3. In the field list dropdown that appears, choose 'quote_status'
  4. Change the filter type to 'Filter list'
  5. Click 'Select All' to select all the quote statuses
  6. Uncheck the checkbox next to the blank quote status
  7. Click Apply

Jobs

All these visualizations use the 'jobs' dataset.

Average Time to Invoice by Job Type (Previous Year)

Note: for this visualization you will need to create a custom calculated field.

  1. Click the 'Add' button above the fields list
  2. Select 'Add calculated field'
  3. In 'Formula', add 'dateDiff({appt_last_end},{job_last_invoice})' as seen in the image above
  4. Name the calculated field 'time_to_invoice'
  5. Click create
  1. Click 'Visualize' in the left-side menu
  2. Choose the 'Vertical bar chart' in the list of Visual Types
  3. Drag the 'job_type' field to the X axis field well
  4. Drag the 'time_to_invoice' field to the Value field well
  5. In the Value field well, click the dropdown menu next to 'time_to_invoice' and change the 'Aggregate' value to 'Average'
  6. Click 'Filter' in the left-side menu
  7. Click the filter icon to the right of 'Applied Filters' at the top
  8. In the field list dropdown that appears, choose 'job_last_invoice'
  9. Click on the filter that appears
  10. Change the 'Filter type' value to 'Relative dates'
  11. Change the time period dropdown to 'Years'
  12. Choose 'Previous Year'
  13. Click Apply

Profit by Job Type (Previous Month)

  1. Click 'Visualize' in the left-side menu
  2. Choose the 'Vertical bar chart' in the list of Visual Types
  3. Drag the 'job_type' field to the X axis field well
  4. Drag the 'job_actual_margin' field to the Value field well
  5. In the Value field well, click the dropdown menu next to 'job_actual_margin' and change the 'Aggregate' value to 'Count'
  6. In the Value field well, click the dropdown menu next to 'job_actual_margin' and change the 'Show As:' value to 'Currency' 
  7. Click 'Filter' in the left-side menu
  8. Click the filter icon to the right of 'Applied Filters' at the top
  9. In the field list dropdown that appears, choose 'completed_on'
  10. Click on the filter that appears
  11. Change the 'Filter type' value to 'Relative dates'
  12. Change the time period dropdown to 'Months'
  13. Choose 'Previous Month'
  14. Click Apply

Service Call Response Time (Previous Month)

  1. Click 'Visualize' in the left-side menu
  2. Choose the 'Vertical bar chart' in the list of Visual Types
  3. Drag the 'job_type' field to the X axis field well
  4. Drag the 'hours_created_to_first_appt' field to the Value field well
  5. In the Value field well, click the dropdown menu next to 'hours_created_to_first_appt' and change the 'Aggregate' value to 'Average'
  6. Click 'Filter' in the left-side menu
  7. Click the filter icon to the right of 'Applied Filters' at the top
  8. In the field list dropdown that appears, choose 'job_type'
  9. Click on the filter that appears
  10. Search for and check the box next to 'Service Call'
  11. Repeat for 'Emergency Service Call', 'Priority Service Call', 'Urgent Service Call'
  12. Click Apply
  13. Click the filter icon to the right of 'Applied Filters' at the top
  14. In the field list dropdown that appears, choose 'completed_on'
  15. Click on the filter that appears
  16. Change the 'Filter type' value to 'Relative dates'
  17. Change the time period dropdown to 'Months'
  18. Choose 'Previous Month'
  19. Click Apply
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