Clustered Chart

Displays the clustered bar chart sorted by sales descending, with Ribbon Chart hidden. Use to compare current year vs prior year sales by continent.

Bookmark: Clustered Chart

Status: Active Development Created: 2024 (estimated) Last Updated: 2025-12-24 Author: Alexandru BADIU

Business Purpose

This bookmark provides a value comparison view optimized for:

• Comparing current year sales vs prior year sales side-by-side
• Quickly identifying top-performing continents (sorted by sales value descending)
• Analyzing sales performance with clear value-based ranking

Use Case: Best suited for users who need to compare actual sales values and identify highest/lowest performers, as opposed to seeing the flow/ranking visualization provided by the Ribbon Chart.

User Scenario

When to use:

• When you need to compare CY vs PY sales values directly
• To quickly identify which continents have the highest sales
• When value magnitude matters more than ranking flow
• For users who prefer traditional bar chart formats over ribbon visualizations

Expected behavior: Activating this bookmark displays the Clustered Bar Chart (sorted by sales descending) while hiding the Ribbon Chart, maintaining Year=2019 and Gender=Male filters.

Technical Overview

Bookmark ID: 5977e1c788aabf285a32 Parent Group: None Page: Page 4cb813ea0b6a5c8296b0

Settings

• Data: Yes - Stores filter states (Year=2019, Gender contains “Ma”)
• Display: Yes - Controls visual visibility (shows Clustered Bar, hides Ribbon)
• Current Page: Yes - Maintains active page state
• Scope: Selected Visuals - Targets 2 specific visuals

Affected Visuals

Visual ID	Display Name	Type	Group	Visibility
34f97140074284eaa8de	(Clustered Bar Chart)	clusteredBarChart	None	Visible
ed774ceec96dd040ac19	(Ribbon Chart)	ribbonChart	None	Hidden
bf11a6fb91dc9f853419	(Gender Slicer)	slicer	None	Visible (filtered)

Filter States

Report-Level Filters

• Date[Year]: Categorical = 2019

Visual-Level Filters

Visual 34f97140074284eaa8de (Clustered Bar Chart):

• Customer[Continent]: Categorical filter
• Customer[Country]: Categorical filter
• Sales[Sales]: Advanced filter
• Sales[Sales PY]: Advanced filter
• Order By: Sales[Sales] (Descending) ⬅️ Key difference from Ribbon Chart

Visual ed774ceec96dd040ac19 (Ribbon Chart):

• Customer[Continent]: Categorical filter
• Customer[Country]: Categorical filter
• Sales[Sales]: Advanced filter
• Sales[Sales PY]: Advanced filter
• Display Mode: Hidden

Visual bf11a6fb91dc9f853419 (Gender Slicer):

• Customer[Gender]: Contains “Ma” (filters to Male)
• Slicer Mode: Basic

Behavior Description

When this bookmark is activated:

1. The Clustered Bar Chart (visual 34f97140074284eaa8de) becomes visible, displaying:

   • Category: Customer.Continent
   • Ordered by: Sales[Sales] in Descending order (highest sales first)
   • Shows side-by-side comparison of current year vs prior year sales
   • Bars make it easy to compare magnitude of values

2. The Ribbon Chart (visual ed774ceec96dd040ac19) is hidden from view

3. Year filter is set to 2019 across the entire page

4. Gender slicer is set to show only Male customers (using “Contains ‘Ma’” filter)

5. Both chart visuals maintain the same underlying filters for Customer dimensions and Sales measures, ensuring data consistency when toggling between bookmarks

Important Notes

⚠️ Key Behaviors:

• Data Suppression Enabled: This bookmark has suppressData: true, meaning it only captures the visual display state, not the data state at the time of creation
• Visual Toggle Pattern: This is the inverse of “Ribon Chart” bookmark - they show/hide opposite visuals
• Sort Order Difference: Unlike the Ribbon chart (sorted by Continent/Country ascending), this chart sorts by Sales value descending, making it easier to identify top-performing continents
• Filter Scope: The Year=2019 filter applies to ALL visuals on the page, not just the targeted visuals
• Value-Oriented: Best for users focused on comparing actual values rather than ranking flow

Dependencies

Model Measures:

• Sales[Sales] - Current year sales measure (used for sorting)
• Sales[Sales PY] - Prior year sales measure

Other Bookmarks:

• Ribon Chart (3c04be006f1ebff4ddc5) - Complementary bookmark showing ribbon chart view
• FocusSpecific (a87d1123fc3c1c928935) - Complex state-dependent bookmark that uses this clustered bar chart
• Reset Filters (77f6391b96f7c17022ed) - Resets to default state (Year=2023)

Visual References:

• Clustered Bar Chart (34f97140074284eaa8de) - Primary visual for this bookmark
• Ribbon Chart (ed774ceec96dd040ac19) - Hidden by this bookmark
• Gender Slicer (bf11a6fb91dc9f853419) - Filtered state maintained

Maintenance Notes

Performance Considerations:

• Clustered bar charts generally perform better than ribbon charts with large datasets
• Descending sort by measure is computed efficiently

Known Limitations:

• The bookmark targets specific visual IDs - adding new visuals to the page won’t be affected by this bookmark
• Gender filter uses “Contains” which may match unintended values if data model changes

Testing Notes: When making changes, verify:

1. Clustered bar chart appears when bookmark is activated
2. Ribbon chart is properly hidden
3. Year filter correctly applies 2019
4. Gender slicer shows Male selection
5. Continents are sorted by Sales in descending order (highest first)
6. Toggle behavior works correctly between Clustered and Ribbon bookmarks
7. Measure references (Sales, Sales PY) are still valid in the model
8. Side-by-side bars for CY and PY are displaying correctly

Change History

• 2025-12-24: Initial documentation created with business context and technical specifications