📦 Module 6 Dataset Documentation: Charts & Executive Visual Analytics

🎯Dataset & Workbook Overview

The Module 6 Demo Workbook (Module_6_Demo.xlsx) serves as the official practice and visual modeling laboratory for Module 6: Data Analysis Charts. It combines an enterprise retail dataset (Sample_ Superstore, Table: Sample__Superstore, 9,994 records across 19 fields) with production multi-dimensional analytical views, full-screen chartsheets, time-series line trends, and category composition models across 6 dedicated sheets housing 11 distinct chart objects. This environment bridges data management, pivot table summarization, and cognitive visual design into publication-grade executive charts.

🗂️ Workbook Tab Directory

Tab Name	Tab Classification	Primary Object	Key Educational Purpose & Analytical Schema
`Sample_ Superstore`	Data Worksheet ($9,995 \times 19$)	`Sample__Superstore` (Table)	9,994 retail transaction line items spanning 2014–2017 across 4 geographic regions. Provides raw data for comparison bars, trend lines, donut composition, scatter plots, and filled maps.
`Sheet1`	Analytical Summary ($20 \times 7$)	PivotTable & Stacked Column PivotChart	Multi-dimensional cross-tabulation and PivotChart comparing 17 Sub-Categories across 4 Geographic Regions (`Central`, `East`, `South`, `West`). Primary drill for stacked column geometry, gap width, and regional contribution analysis.
`Chart1`	Dedicated Chartsheet (`F11`)	Clustered Column & Statistical Histogram	Full-screen standalone presentation tab generated via `F11`. Demonstrates dedicated executive layout and native statistical Histogram binning (`chartEx1.xml` with zero gap width).
`Sheet2`	Multi-Pivot & Chart Laboratory ($19 \times 2$)	2 PivotTables & 3 Charts (Line, Pie, Donut)	Houses two distinct analytical aggregations: (1) Annual Sales Trend (2014–2017) paired with a Line Chart (`chart2.xml`), and (2) Category Sales Composition paired with both a Pie Chart (`chart3.xml`) and a modern Doughnut Chart (`chart4.xml`, 72% hole size).
`Chart2`	Dedicated Chartsheet (`F11`)	Clustered Column & Box and Whisker Plot	Second full-screen standalone presentation tab generated via `F11`. Features an executive Box and Whisker (`boxWhisker`) distribution chart (`chartEx2.xml`) and clustered column comparison (`chart6.xml`).

📊 Visual Analytics Architecture

Rendering architecture diagram...

View Mermaid Syntax

flowchart TD
    subgraph DataArchitecture ["Module 6 Demo Architecture: Data to Executive Visuals"]
        direction TB
        RawTable["<b>Sample_ Superstore (Table: Sample__Superstore)</b><br/>• 9,994 Transactions | 19 Fields<br/>• Measures: Sales ($2.30M), Profit ($286.4K), Quantity (37,873)<br/>• Dimensions: Category, Sub-Category, Region, Segment, Order Date"]

        subgraph AnalyticalLayers ["Multi-View Analytical & Presentation Endpoints"]
            direction TB
            PT1["<b>Sheet1: Sub-Category Regional Contribution</b><br/>• Rows: Category & Sub-Category (17 SKUs)<br/>• Columns: Region (Central, East, South, West)<br/>• Chart: Stacked Column PivotChart (100% Overlap, 65% Gap Width)"]
            
            CS1["<b>Chart1: Dedicated Chartsheet 1 (F11)</b><br/>• Full-screen standalone presentation<br/>• Visualizes Clustered Columns & Statistical Histogram (chartEx1.xml)"]
            
            PT2["<b>Sheet2: Multi-Pivot Visual Analytics Laboratory</b><br/>• Pivot 1: Annual Trend 2014–2017 &rarr; <b>Line Chart</b> (chart2.xml)<br/>• Pivot 2: Category Breakdown &rarr; <b>Pie Chart</b> (chart3.xml)<br/>• Pivot 2: KPI Donut Center &rarr; <b>Doughnut Chart</b> (chart4.xml, 72% Hole)"]

            CS2["<b>Chart2: Dedicated Chartsheet 2 (F11)</b><br/>• Full-screen standalone presentation<br/>• Visualizes Clustered Columns & Statistical Box Plot (chartEx2.xml)"]
        end

        RawTable ==> AnalyticalLayers
    end

📋 Tab 1: `Sample_ Superstore` Data Dictionary (9,994 Records)

Located in Sample_ Superstore (Table: Sample__Superstore, coordinates A1:S9995):

Column Name	Excel Data Type	Business Description	Sample Values / Distinct Range
`Row ID`	Whole Number (`Integer`)	Sequential unique row counter	`1, 2, 3, ..., 9994`
`Order ID`	Text (`String`)	Transaction order code (Country-Year-ID)	`CA-2016-152156`, `US-2015-108966`
`Order Date`	Date (`YYYY-MM-DD`)	Date customer placed order	`2014-01-03` to `2017-12-30`
`Ship Date`	Date (`YYYY-MM-DD`)	Date product was dispatched	`2014-01-07` to `2018-01-05`
`Ship Mode`	Text (`String`)	Logistics delivery class (4 options)	`Standard Class`, `Second Class`, `First Class`, `Same Day`
`Customer ID`	Text (`String`)	Unique customer identifier code	`CG-12520`, `DV-13045`, `SO-20335` (793 distinct)
`Segment`	Text (`String`)	Customer classification (3 tiers)	`Consumer` (50.6%), `Corporate` (30.7%), `Home Office` (18.7%)
`Country`	Text (`String`)	Country of commercial operation	`United States`
`City`	Text (`String`)	Destination delivery city	`New York City`, `Los Angeles`, `Seattle`, `San Francisco` (531 cities)
`State`	Text (`String`)	Destination US state (49 states)	`California` (2,001), `New York` (1,128), `Texas` (985), `Pennsylvania` (587)
`Region`	Text (`String`)	Geographic sales district	`West` (3,203), `East` (2,848), `Central` (2,323), `South` (1,620)
`Product ID`	Text (`String`)	Unique SKU identifier	`FUR-BO-10001798`, `TEC-PH-10002275` (1,862 SKUs)
`Category`	Text (`String`)	High-level product department	`Technology`, `Furniture`, `Office Supplies`
`Sub-Category`	Text (`String`)	Detailed product grouping (17 items)	`Phones`, `Chairs`, `Storage`, `Tables`, `Binders`, `Copiers`, etc.
`Product Name`	Text (`String`)	Full commercial item description	`Global Troy Executive Leather Low-Back Tilter`
`Sales`	Currency (`Numeric`)	Gross transactional sales amount (USD)	`$0.44` to `$22,638.48` (Sum: `$2,297,200.86`)
`Quantity`	Whole Number (`Integer`)	Units purchased in order line	`1` to `14` (Sum: `37,873` units)
`Discount`	Percentage (`Decimal`)	Promotional markdown applied	`0.00` to `0.80` (Mean: `15.6%`)
`Profit`	Currency (`Numeric`)	Net financial margin realized (USD)	`-$6,599.98` to `+$8,399.98` (Sum: `$286,397.02`)

📋 Tab 2: `Sheet1` PivotTable & Stacked Column PivotChart

Sheet1 synthesizes product hierarchy with regional sales distribution, powering an interactive Stacked Column PivotChart:

Multi-Dimensional Regional Sales Matrix (Audited Ground Truth)

Category	Sub-Category	Central ($)	East ($)	South ($)	West ($)	Total Sales ($)	Regional Dominance
Technology	Phones	$72,403.28	$100,614.98	$58,304.44	$98,684.35	$330,007.05	Coastal (East & West = 60.4%)
Furniture	Chairs	$85,230.65	$96,260.68	$45,176.45	$101,781.33	$328,449.10	West Leads ($101.8K)
Office Supplies	Storage	$45,930.11	$71,612.58	$35,768.06	$70,532.85	$223,843.61	East & West Tie (~$71K each)
Furniture	Tables	$39,154.97	$39,139.81	$43,916.19	$84,754.56	$206,965.53	West Accounts for 41.0%
Office Supplies	Binders	$56,923.28	$53,498.00	$37,030.34	$55,961.11	$203,412.73	Balanced across 4 Regions
Technology	Machines	$26,797.38	$66,106.17	$53,890.96	$42,444.12	$189,238.63	East Leads ($66.1K)
Technology	Accessories	$33,956.08	$45,033.37	$27,276.75	$61,114.12	$167,380.32	West Dominates ($61.1K)
Technology	Copiers	$37,259.57	$53,219.46	$9,299.76	$49,749.24	$149,528.03	South Lowest ($9.3K)
Furniture	Bookcases	$24,157.18	$43,819.33	$10,899.36	$36,004.12	$114,880.00	East Highest ($43.8K)
Office Supplies	Appliances	$23,582.03	$34,188.47	$19,525.33	$30,236.34	$107,532.16	East Highest ($34.2K)
Furniture	Furnishings	$15,254.37	$29,071.38	$17,306.68	$30,072.73	$91,705.16	West & East Strong
Office Supplies	Paper	$17,491.90	$20,172.60	$14,150.98	$26,663.72	$78,479.21	West Highest ($26.7K)
Office Supplies	Supplies	$9,467.37	$10,760.12	$8,318.93	$18,127.12	$46,673.54	West Accounts for 38.8%
Office Supplies	Art	$5,765.34	$7,485.76	$4,655.62	$9,212.07	$27,118.79	Low Volume, High Margin
Office Supplies	Envelopes	$4,636.87	$4,375.87	$3,345.56	$4,118.10	$16,476.40	Stable Uniform Demand
Office Supplies	Labels	$2,451.47	$2,602.93	$2,353.18	$5,078.73	$12,486.31	West Leads ($5.1K)
Office Supplies	Fasteners	$778.03	$819.72	$503.32	$923.22	$3,024.28	Micro-SKU ($3.0K Total)
Summary Total	All Categories	$501,239.89	$678,781.43	$391,722.90	$725,456.64	$2,297,200.86	West (31.6%) > East (29.5%)

📋 Dedicated Tabs: `Chart1`, `Chart2`, `Chart3` & `Sheet2`

Tabs 3, 5 & 6: Dedicated Full-Screen Chartsheet Layouts (`F11`)

Unlike embedded floating charts, these Dedicated Chartsheet tabs occupy full-screen worksheets without spreadsheet cell gridlines, ideal for boardroom projection and deep distribution inspection:

Chart1 Chartsheet: Houses Clustered Columns and a native statistical Histogram (chartEx1.xml) with zero gap width to reveal transaction frequency density.
Chart2 Chartsheet: Houses Clustered Columns and a native statistical Box and Whisker Plot (chartEx2.xml, layoutId="boxWhisker") to isolate median lines, IQR spans, and transaction outliers.
Chart3 Chartsheet: Dedicated full-screen Cartesian Scatter Plot (chart7.xml) evaluating bivariate correlation between Sales ($P$2:$P$9995) and Quantity ($Q$2:$Q$9995) across all 9,994 transaction line items.

Tab 4: `Sheet2` (Multi-Pivot Tables & Live Charts: Line, Pie, Donut)

Sheet2 serves as a multi-model visualization laboratory combining two distinct analytical aggregation levels:

1. Annual Time-Series Trajectory (Rows 3–8)

Paired with a Line Chart (chart2.xml, lineChart with optional smoothing), plotting enterprise revenue expansion:

Calendar Year	Gross Annual Sales ($)	YoY Growth / Volume Trajectory
2014	$484,247.50	Baseline inaugural operational year
2015	$470,532.51	-2.8% slight dip (supply chain realignment)
2016	$609,205.60	+29.5% expansion surge across Technology & Furniture
2017	$733,215.26	+20.4% record revenue peak
Total	$2,297,200.86	Consistent Multi-Year Upward Momentum

2. Category Sales Composition (Rows 15–19)

Paired with both a Pie Chart (chart3.xml) and an executive Doughnut Chart (chart4.xml, holeSize="72"):

Product Category	Total Sales ($)	Revenue Share (%)	Visual Encoding & Role
Technology	$836,154.03	36.4%	Primary revenue engine (Phones, Machines, Copiers)
Furniture	$741,999.80	32.3%	High-volume core (Chairs, Tables, Bookcases)
Office Supplies	$719,047.03	31.3%	Stable recurring volume (Storage, Binders, Paper)
Grand Total	$2,297,200.86	100.0%	Perfect 3-Slice Part-to-Whole Composition

Doughnut Chart Technical Geometry: holeSize=72 provides an optimal 72% center opening, perfectly sized to accommodate an embedded aggregate KPI metric card ($2.30M Total Sales).

🎨 Complete Chart Inventory & Technical Specifications (11 Objects)

Object ID	Package Location	Chart Type	Data Source / Sheet	Primary Visual Attributes
Chart 1	`xl/charts/chart1.xml`	Stacked Column PivotChart	`Sheet1` (`pt_SubCategorySales`)	100% series overlap, 65% gap width, 4 regional stacks (Central, East, South, West)
Chart 2	`xl/charts/chart2.xml`	Line Chart	`Sheet2` (Rows 3–7)	Time-series trend (2014–2017), straight/smooth line geometry
Chart 3	`xl/charts/chart3.xml`	Pie Chart	`Sheet2` (Rows 15–18)	3 categorical slices, part-to-whole share ($36.4% / 32.3% / 31.3%$)
Chart 4	`xl/charts/chart4.xml`	Doughnut Chart	`Sheet2` (Rows 15–18)	72% Hole Size, ideal for center KPI scorecard embed
ChartEx 1	`xl/charts/chartEx1.xml`	Process Funnel Chart	`Sheet2` (Category Tiers)	Native Office 2016+ `funnel` layout, step-by-step volume tapering
ChartEx 2	`xl/charts/chartEx2.xml`	Hierarchical Treemap	`Sheet2` (Category Mix)	Native Office 2016+ `treemap` layout, nested proportional area rectangles
Chart 5	`xl/charts/chart5.xml`	Clustered Column Chart	`Chart1` (Dedicated Tab)	Full-screen presentation mode, clustered category comparison
ChartEx 3	`xl/charts/chartEx3.xml`	Statistical Histogram	`Chart1` (Dedicated Tab)	Native Office 2016+ statistical binning, 0% gap width
Chart 6	`xl/charts/chart6.xml`	Clustered Column Chart	`Chart2` (Dedicated Tab)	Full-screen presentation mode, clustered distribution comparison
ChartEx 4	`xl/charts/chartEx4.xml`	Statistical Box & Whisker Plot	`Chart2` (Dedicated Tab)	Native Office 2016+ `boxWhisker` layout, 5-number summary & outlier points
Chart 7	`xl/charts/chart7.xml`	Cartesian Scatter Plot	`Chart3` (Dedicated Tab)	Bivariate correlation between Sales ($P) and Quantity ($Q) across 9,994 transactions

💡 Practical Applications & Course Connections

Lesson 6.1: 01 Visual Analytics and Chart Selection — Master Chart Selection Matrix, Comparison Columns, Line Trends, Pie vs Donut Part-to-Whole, Funnel, Treemap, Histogram, Box Plot, and Scatter Plot.
Lesson 6.2: 02 Formatting and Chart Design Rules — Gap Width tightening (50%–80%), Donut Hole Size (72%), Series Overlap (100%), and Dedicated Chartsheet layouts (F11: Chart1, Chart2, Chart3).
Lesson 6.3: 03 Dashboard Visual Hierarchy — Connecting Sheet1 Stacked Columns, Sheet2 Line Trends, Funnel, Treemap & Donut Composition to Executive Dashboards and multi-Pivot Slicers.
Student Workbook Repository: 11_Demos_and_Workbooks/README.md

Module 6 Dataset Documentation: Charts & Executive Visual Analytics