This report provides a clear and intuitive view of sales performance and target achievement across all branches.
It visualizes each branch’s target amount, actual amount, and achievement rate, while the monthly performance table helps you analyze sales trends and quickly identify each branch’s contribution to total revenue..
The report supports real-time collaboration, allowing multiple managers to access, share, and analyze data simultaneously.
Use the provided sample Excel file to convert the Sales by Branch report to the web and explore your data interactively.
Step 1. Prepare your excel file
Download the sample Excel file from the Learning Experience Samples.
Step 2. Excel sheet naming conventions
Create the Sales by Branch report by utilizing the data in the downloaded Excel file.
Let’ start by understanding the role of each sheet in this report.
Sheet V : V_SalesByBranch
When multiple sheets exist in Excel, the sheet to be displayed on the web must follow the format ‘V_(letters)’ or ‘V(number)’.- Sheet D : D1
This sheet allows you to enter data or retrieve it by connecting to a database. Sheet P : P1
Create variables to be used when querying data. You can define cell values as variables by using Excel’s ‘Name Manager’ feature.
In this exercise, we’ll use ‘Year’ as a variable to view the Sales by Branch for the selected year.Excel Sheet Naming Convention
The naming convention for Excel sheet is as follows:
Step 3. Set variables and connect data to the V sheet
Set the ‘Year’ variable in the P Sheet using Excel’s ‘Name Manager’ feature.
The variable can be used as a filter condition on the web screen. Once the condition is set, only data matching the variable’s value will be retrieved.
To aggregate data in the V sheet, create a derived column that separates the year and month using the Date column.
Use Excel’s SUMIFS function to calculate the ‘Target Amount’ and ‘Actual Amount’ corresponding to the selected year for each item.
* Year : VS_YYYY
* Branch : NYC, LA, WA …
* Value : Target Amount, Actual Amount
Example) Cell C13 : =SUMIFS('D1'!$C:$C, 'D1'!$E:$E, VS_YYYY, 'D1'!$B:$B, 'V_Sales Performance Report'!$B$13)When you enter 'Target Amount' and 'Actual Amount', the related charts, Variance, and achievement rate are displayed automatically.
The table at the bottom showing monthly performance by branch also calculates each branch’s monthly values using Excel’s SUMIFS function.
* Year : VS_YYYY
* Month : Jan, Feb ...
* Branch : NYC, LA, WA …
* Value : Actual Amount- Write the SUMIFS function by referencing the derived column.
Example) Cell C21 : =SUMIFS('D1'!$D:$D, 'D1'!$E:$E, VS_YYYY, 'D1'!$B:$B, 'V_Sales Performance Report'!C$21, 'D1'!$F:$F, 'V_Sales Performance Report'!$B22) Once you have finished entering the data, the Sales by Branch report is complete. Save the completed Excel file.
Step 4. Convert the Excel file for the web using i-AUD Designer
From the EPA main screen, go to [Menu] > [Tool] and launch i-AUD Designer.
Drag and drop the saved Excel file into the i-AUD Designer window.
The Excel report now appears in the web view, preserving the original layout.
Ensure the report automatically resizes to fit the web browser window.
In the Properties pane on the right, check Docking: Left, Right, Bottom.
To remove the border from the report on the designer screen, set the Line Type property under Border to ‘None’.
Step 5. Configure the Search filter
- Next, add and configure the 'Year' filter to view the Sales by Branch report by year on the web.
- Place a ‘Year’ label and a calendar so that users can select the year to filter, and add a ‘Refresh’ button to refresh data when clicked.
- From the UI Bot menu at the top, click Label and place it on the designer. In the Properties pane, change the Text property to ‘Year’, or press F2 on your keyboard. You can also customize the label’s font, color, and other style properties in Style.
- Next, add the calendar.
- From UI Bot > Calendar, click Year and place it next to the label.
- Set the calendar’s Name property to 'VS_YYYY', the same variable you defined in the Excel’s ‘Name Manager’. This ensures that the value selected in the calendar is used as the filter condition.
Optionally, set InitDate to define the default value when the report is first opened. - Finally, add the ‘Search’ button to the designer.
- From the UI Bot menu at the top, click Button and place it in the desired location on the designer.
- Similar to the label, change the button’s Text property to ‘Refresh’, and adjust its formatting in Style.
You can use BoxStyle to quickly apply a saved style to the button. - Set up an event so that when the ‘Refresh’ button is clicked, the report data is refreshed using the value from the Year variable.
- Click Process Bot at the top. In the Objects list, double-click Button with a name ‘Button’.
In the Activities list, double-click ‘Refresh’ module.
In the Process Bot window, select the 'Button' placed on the window and drag it to the 'Refresh' action link them, so that clicking the 'Button' triggers the Refresh action.
In the Refresh module details, select the MXGrid component to refresh, and drag a connection line from the Button to Refresh Module.
(Note: Dragging and dropping the Excel file onto the web screen automatically creates the MXGrid component.)
This time, connect the color module so that the chart below is displayed in the desired colors.
In the Objects list, double-click the chart to which you want to apply colors.
When the ‘chart’ is connected to data, select ‘OnDataBindEnd’ on the chart placed in the Process Bot window, then drag and connect it to the ‘[Chart] Change Chart Palette’ module, and enter the chart and color values to apply.
* Color values : #195BAF, #2797FA, #66D8BD, #E2E6EA, #F98A45
- Save and close the Process Bot.
- The report setup is now complete.
Step 6. Save your report
- Save the completed report to My Folder.
- From the EPA main screen, go to [Menu] > [Individual] in the left-hand sidebar.
- Click the Search(Magnifying glass icon) button to refresh the report list and confirm your saved report.
- Change the year and click the 'Search' button to see the data updated.
- Save the completed report to My Folder.