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Tutorial: Create your first presentation (Polk dataset)

Let's create a simple presentation in Rhiza for Research to introduce you to the interface and some of its capabilities. In this presentation, we want to see which dealers sold new BMWs in 2015 in the Atlanta DMA. We'll use two visualizations (a table and a column chart) to examine the data, and then save the presentation as a Microsoft PowerPoint file that can be shared with others.

Before you begin

Before starting this tutorial, make sure you've met the following prerequisites:

Step 1: Log in and start your presentation

  1. Log in Rhiza for Research and navigate to the Reports tab.
  2. Click the Research report icon, and then click the Research Report link to open a new report.

    Click the Research icon first, then click the Research Report link

    Figure 59: Click the Research icon first, then click the Research Report link (click to enlarge)

    When the new report opens, it looks like this. Note the following key areas you'll be using in this tutorial.

    The key areas of a new presentation

    Figure 60: What you see when you open a new Research presentation; key areas are called out (click to enlarge)

  3. Rename your presentation:
    1. Click Untitled Presentation at the top of the report. The name changes to a text box.
    2. Type Atlanta BMW Sales, and click OK.
  4. Rename the untitled section by clicking Untitled Section, typing Atlanta BMW Sales: 2015, and then clicking OK.
  5. Save the presentation by clicking Save Presentation at the top right of the page. From this point forward, any work you do is automatically saved.

Step 2: Add data

  1. In the Target Series pane, click Create Target Series to open the Create Target Series wizard. This is where you will specify everything you need for your target series, including the dataset, the target, and the attributes you want to group by.

    The Create Target Series wizard when you first create a new target series

    Figure 61: The empty Target Series Creation wizard (click to enlarge)

  2. In the Series Title field, type Atlanta BMW Sales: 2015.

  3. In the Select a Dataset tab, start typing Polk New Registrations, then select it when it appears in the list. Click Next.

    Adding a title and a dataset to the target series

    Figure 62: Adding a title and a dataset to the target series (click to enlarge)

  4. In the Select a Target tab, define the set of information you’re interested in looking at.
    1. In the Date section, select Custom from the Predefined Date Range field.
    2. Use the Starting Date field to select January 2015 and the Ending Date field to select December 2015.
    3. In the Dataset-based tab, select the Make attribute, and then type BMW.
    4. In the Map-based tab, select the DMA attribute, and then type Atlanta.
    5. Click Next.

      Define your target by selecting attributes and adding values for them

      Figure 63: As you define the filters for your target, the Series Summary pane is updated (click to enlarge)

  5. In the Group By tab, specify how you want to group -- or categorize -- the results that are returned.

    In the Dataset-based tab, click Dealer Name. This means that you’ll be looking at all of the 2015 BMW sales in Atlanta, broken out by dealer name.

    Define a grouping

    Figure 64: Choose Dealer Name as the attribute to group by (click to enlarge)

  6. Click Save Series in the bottom of the Series Summary area. The series configuration wizard closes and you are returned to the main body of your presentation.
  7. Click Apply Changes. By default, Rhiza for Research generates a table visualization with the results of your query. As you can see, all of the dealers and their registrations are shown in the table; you can click any column header to sort the table that way.

    The table shows all Atlanta BMW dealers and their 2015 registrations

    Figure 65: The default table visualization shows all of the Atlanta BMW dealers and their 2015 registrations (click to enlarge)

Step 3: Add and configure a visualization

  1. Click Add Viz > Column Chart to add a new visualization. The table and the chart complement each other; the table shows all of the data, while you are going to use the chart to show only a subset of the data.

    Add a column chart viz

    Figure 66: The Add Viz menu allows you to add a column chart (click to enlarge)

    After the chart loads, you’ll notice that the column chart has a lot of dealers listed on the x-axis, but only a few have a noticeable number of sales. We will configure the chart to show only those dealers with significant sales.

    The column chart, before we configure it to remove data points we don't want to see

    Figure 67: The initial column chart (click to enlarge)

  2. Let's make this chart a little more aesthetically pleasing by adding a title, rotating the labels on the X axis, removing the statistically insignificant dealers, and adding numeric labels to help us see the actual number of registrations each dealer has.
    1. Click Column Chart at the top of the chart to make the name editable; type Top 10 BMW Dealers.
    2. From the chart’s gear icon (in the top right corner), click Configure.
    3. In the Configure window, click X Axis and make the following changes:
      • Adjust the label rotation to 45 degrees.
      • Ensure the results are sorted in descending order (that is, those dealers with the most sales are shown on the left of the chart).
      • Use the Items to Show field to specify that you want to see only the top 10 dealers in Atlanta.
    4. While still in the Configure window, click Series, and then click Labels > Show Labels.

      Configuration options for the column chart

      Figure 68: The column chart configuration options (click to enlarge)

    5. Click OK. Now our column chart looks much cleaner. We’ve lost a few dealers who also have only a single BMW sale in 2015, but that’s okay since the full set of data is represented in the table visualization.


Step 4: Generate and Share a PowerPoint presentation

Create a PowerPoint version of your presentation by clicking Actions > Generate PowerPoint at the top of the screen.

When your presentation has finished generating, you can download it by clicking Download PowerPoint or share it by clicking Actions > Share Presentation.

Congratulations! You've just created your first Rhiza for Research presentation. (Hint: If you want to find it later, you can always head to the Presentations tab and look for the presentation named BMW Sales: Atlanta.)


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The Rhiza for Research fundamentals

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