In this tutorial we'll show you how to create your own Suitcase and Insights from scratch. By the end of this tutorial, you will learn:
- How to create a Suitcase
- How to name your Suitcase and edit your description
- How to build your table
- How to build your chart
- How to preview your Insight
Watch the video tutorial, or follow the step by step article below the video.
Before we start
A quick reminder that if you decide to build an Insight from the Explore Data section, that Insight will be saved to your "Draft Insights" Suitcase in your "Private Suitcase" area. You can move these Insights to your preferred Suitcase from the "Actions" drop-down in the top right of your Insight and all Suitcase options. Select "Move" and you will see all Private or Shared Suitcase titles where you can move your Draft Insight to as needed.
Step 1: How to create a Suitcase
Select "Suitcases" from the top navigation and enter the "Create Suitcase" button. A new "Untitled Suitcase" will have been created and added to your "Private Suitcase" area.
Step 2: How to name your Suitcase and edit your description
At the top of the page, you will see the text "Untitled Suitcase". Simply click on those words to rename it to suit. In this example, we will be looking at Births and Deaths by Greater Capital City. Once you name your Suitcase you can adjust the description to provide context by clicking on the text that states: Write a summary... It is in this area that you can create your own Storytelling Dashboard and add copy, text, media. Storytelling Dashboards will be covered in Tutorial 7, but you can skip ahead by clicking this link.
Step 3: How to build your table
To create a table for your Suitcase select the New Insight button. You will be taken to the Explore Data area.
You have the following options to select from:
Unified Search: You can browse across topics and select an option that suits. Once selected, relevant categories and variables will become pre-populated as necessary.
Topic: You can select by topics such as Offences, DSS payment type, Occupation etc in this section.
Quantity: This allows you to select how and what you wish to have calculated. For example, %, number, totals.
Time: Select year, quarter, month depending on availability in the source you are exploring.
Location: Where you want your results to explore. Depending on the data source, you can select by State/Territory, Greater Capital City, LGA, SA2 and so on.
Dataset: This is where you can find the source of the data being used to create your table. For example, Data by Region 2011-2019, Department of Social Services Payment type, Census data etc.
Once you have completed adding your variables and categories in this section select the "Add table" button on the right. Rename the table you have created to suit and select "Next".
Step 4: How to build your chart
Your table is now ready to create a chart. You have the following options to select from:
Type: In this section you can select your "Chart type" from the drop-down menu. There is a variety of chart options including; vertical bars, horizontal bars, lines and donuts. Choose the option that best tells your data story.
Basic: This section allows you to change your labels. Name your horizontal axis, vertical axis, label font, label angle, adjust the maximum character length of labels. You can also choose to view data as a % of as a number if appropriate.
Colour: Here you can apply your brand colours to your chart. If you created your "Colour palette" using the steps in Tutorial 1: Your Settings, it will appear in the "Palette" drop-down for use. Alternatively, you can create one by selecting "Create new palette" and follow the same steps. Add all to have the colours added to your "Canvas". In the "Canvas" area you can add or remove colours as needed. Once added these will be available to apply under "Brush". In the "Brush" drop-down select from; cycle colours, cycle fade colours or interpolate colours and "Apply".
Once you are satisfied with the presentation of your chart, select "Next".
Step 5: How to preview your Insight
In this section you can name your Insight, provide a summary of your findings, preview your table and chart and save.
Select the text "Click to edit insight name" to name your Insight. Click on the text "Write a summary" to open the WYSIWYG (what you see is what you get) editor. In this section you can add text and media as required.
If you need to edit the title, select the Insights name to adjust. To edit your summary select the "Edit Description" button.
Once you are satisfied with your Insight select "Save" and it will be added to you Suitcase. You can select "Back" at any time to adjust if required. If you created your Insight from scratch, it will be moved to your "Draft Insights" Suitcase in your "Private Suitcase" area and can be moved by selecting "Move" to a Suitcase you have created as required.
Now you are able to create, name and save new Suitcases and Insights. You can go to "Tutorial 4: Sort and Calculate tools" here and continue your "Getting Started on Seer" journey.