 QuickBooks Online 2022, sales by customer graphs. Get ready because it's go time with QuickBooks Online 2022. Online in our browser, searching for QuickBooks Online, test drive. Going into the test drive, we're gonna be looking for the United States version of it here and verifying that we're not a robot. Sample company, Craig's design and landscaping services holding control, scrolling up just a bit to get to that one, two, five we're also gonna have the free 30 day trial version open just so we can take a look at the business view, comparing it to the accounting view. If you don't have access to this at this time, that's okay, we're just using it for a reference. Back to the sample company, we're gonna be opening up a few tabs, we can put some reports into, right clicking on the tab up top to do so and we're going to duplicate that tab, back to the tab to the left, right clicking again and duplicating again. As that is thinking, I'm gonna jump back on over here to the free 30 day trial version just to see where the reports are located. They're gonna be in the business overview and then they're in the reports. If you were to change to the accounting view, you could do so by going to the cog drop down and go into the accounting view. You would have a similar view to what we're looking at in the sample file. Back to it, the sample file that is, then we're gonna go to the reports here which is in the accounting view, reports on the left hand side. We're gonna be looking first at, let's look at the profit and loss report this time, the P to the L report, scrolling back up top with the range change from 01, 01, 2, 1, 2, 12, 31, 2, 1 and run. And then we're gonna close the hamburger, go to the tab to the right and now we're gonna open up another report that's gonna give us more detail on the sales information, breaking it out by customer, going down to the reports on the left hand side and hold, let's close up the hamburger, scrolling down, who owes you, no sales and customer. So that's what we want. And we wanna break out the sales. I want the sales by customer, but just the summary because I wanna use that data to make a graph out of it, make a super cool graph thing. So let's go up top and do the range change here from 01, 01, 2, 1, 2, 12, 31, 2, 1 and run it. So there we have it. Now this should break out our information on the income statement as we've seen in a prior presentation and do so by customer as opposed to the income line item. I do note down here that it's a little bit off the 10,280.05, it's not quite matching up to the revenue line item, which is 10,277. So we gotta take that into consideration and that could happen because we might have posted something to a revenue account that didn't have a customer related to it or something like that, which we talked about in a prior presentation, but when you make your graphs, you wanna keep that in perspective because of course someone might ask you, they might not be satisfied with just the colorful colors of the graph and they might ask you, hey, the thing doesn't sound like it ties out. You wanna know what it ties out to on the financial statements. In other words, and we can also make an adjustment to it in our pie chart to make it, tie out and whatnot so that we can have everything working exactly the way we want it to be. So let's check out how we can do that. Going back on over, we're gonna export it to Excel. That's what we're gonna start off doing. Drop down to do so. We're just gonna export to Excel and then open it up in Excel. You might be asking, do I need Excel to open it up in Excel? Yes, yes you do. So here we are in the worksheet and I'm gonna put it in our other worksheet over here so we can practice printing it and so on, but if you don't have this worksheet, that's okay, you can do the same thing where we're at and just when you download it. So I'm gonna add a new tab and let's put this tab to the right in our super worksheet here and this one is going to be, what do I call it, sales customer graph. Let's call it data. It's a data tab, so long description. Does it have to be that long? It is what it is. We'll keep it there. So then I'm gonna copy this whole thing, putting my cursor on the triangle and then copy, right-click, copy the entire sheet going back on over to where I wanna put it. You gotta be on A1 or select the entire sheet or else it won't fit because you copied the entire thing. So I'm gonna right-click and paste it. You might think that the sheet goes on forever, but there is an end. There is an end. The Excel world is flat. You'll fall off the edge at some point if you keep going to the right or down. It's just, okay, so now we're gonna say that's gonna be our data. I'm gonna cut some stuff because I just want some stuff that I can make a graph out of. So I'm gonna put my cursor on one and go down to the column five and just right-click and delete that stuff. Trim it out of there. And if I mess anything up, it's okay because I can just download the graph again. So I'm gonna, I'll check it when I'm done. This one has a subtotal because it's got like jobs in it or something. I don't want that. So what I wanna do is make this the line. Now this one has a number in it, a formula, don't want the formula either. So what I'm gonna do to get rid of the formulas is take the whole column, copy it, control C or just right-click and copy and then paste it back on top, but just the values only. Only the values, that's all I want. I just want the values. So there it is, so now it's just a value number. So now I'm gonna delete the total over here, get rid of the total and then I'll delete the sub stuff. Don't need that stuff, sub stuff from seven to nine. Right-click, delete to any other of those ones. Here's another one. I don't need the subtotal. So I'm gonna get rid of the total, just I just want the customer name and delete these two from 18 to 19, the whole row. I'll just take it and delete it. And then I might say, well, did I mess anything up? Let's resum it up. Let's hit the trustee sum function, the most famous function ever in Excel that no one will ever surpass the sum function in popularity, usage, and just general enjoyment. 10,280.05, if I go back then to our report, is it, am I still tied out to it? 10,280.05, I am indeed, as well as in thought indeed closing. Let's close this one out, I don't need this. So then I'm gonna do some formatting over here. So notice this is formatted at aerial eight. So I'm gonna format everything, like the standard Excel formatting and then format it the way we wanna format it. I'm gonna do that by hitting the format paint brush and then paint brush either triangle, which is the entire worksheet. Right-click on the entire thing, format the thing and by formatting the cells and then going down to currency, brackets, red, dollar sign, gone, no decimals. I don't need no stinky decimals. And then we'll close this back up. So there we've got it. I don't need this thing at the bottom. That's not net, let's get the foot, get off of my foot, kicked it right out of my foot. So then we're gonna go, so then, then we can just add the pie chart again to our standard thing. Obviously this will be a long, a large pie chart. Let's get rid of the total two. The total two needs to go. You two total, totally two needs to go. So then let's add, let's make, I like to make this into a table first, go into the insert and table lies in it by going to the tools, table lies and then okay. So then this is gonna be the customers and they call them two amounts and then we're gonna sort it in the table from Z to A, highest to lowest. Well, that's the wrong way. That's from A to Z, Z to A. There we go. And then I can make this into a pie chart but it's too many data points but let's take a look at it right now and see what it looks like if I did it this way. Insert, just to check it out. Pie chart, pie chart, give me the pie chart. There it is, closing, getting rid of the title. I don't need the title. And so those too many slices, like you can't feed someone that slice right there. They're gonna be, that's not even worth cutting because it's not even worth putting it on a plate, right? It's too small. So what we're gonna do is maybe count like 10 of these. One, two, three, four, five, six, seven, eight, nine, 10. Everything beyond that we'll put in to one line item. So this adds up to the two, five, four, six. I'm just gonna make this one two, five, four, six. Call it other, others, others. I could spell others. That's not a hard word. From 12 down to 23, right click and delete. It should still add up to the, I think that 10, two, 81 sounds familiar. Now let's add the pie chart, see if it's more reasonable in terms of the slices that people could actually get some fulfillment from hitting the pie chart. And there it is, pie chart. Get rid of the title. And then again, you might want, I keep on going for this one here, but how about this one has no, you can add the labels afterwards too. So if you like the look of this one, and you want the actual percentages, you can add the percentages over here, but I won't go into that in detail because that's taken a lot more time. How about something like this? Now you got the percentages in here. There's still like a little few too many, too many percent, some small slices. So you might say, eh, maybe I go down to like here. Let's make like these ones 39, 3906. So 3906, and let's delete the stuff under that one. Delete and make this one other. So those are some pretty decent size slices, right? This one's getting awfully large with the other category, but you know, you can play around with it, something like that. That's the general idea. And so then we've got that one. And then we can also put that on a separate tab. But before we do, you might have, like I said, you might have someone, if I total this up, and you might have someone that's, like I say, it's not satisfied with just the colorfulness of the graph and they actually are like, wait a second, that 10,281 doesn't tie out to, we don't even have the numbers over here. So maybe they wouldn't even see that. But if we have the numbers over here, they'd say maybe that doesn't tie out to the amount on, on here, which is 10, which is on the income statement, income was 10, 200, 10, 201 or something like that. So you got 10, 201. So of course you could, you know, the difference you could put into other up top. So you could say, okay, I'm just gonna take this minus, this minus the 80. And then if I was to add this up, we're at the other of the 10, 201. So just be aware that you, if you're gonna ask what, people will ask you new questions about the data source and so on, and not just being satisfied with the colorfulness of the graph and wanting to know the data, then, you know, you wanna be able to explain it. So then I can, then I can, I can make another tab and we could put this, we can put this on it so we can solve this to sale customer graph. And then I could just pull that graph possibly by cutting it over here, maybe. And then I like to make this landscape, but sometimes it's been picky. I have to like check it out and then go back into it to make it landscape. There it did at that time. And then I can make this larger. So there we have that. I can go back to the other tab. We could also make like a standard bar graph or I could ask the system, what would be, what do you think is a good graph by going here and saying recommended graphs? Why don't you just tell me what you think Excel in terms of graphing? And so here's all the stuff they come up with. I'm not sure what that is. That's interesting graph, but I still think this standard or this one is the best. This one's a little bit different variation. So let's pick that one. It's Adelmosa. So we'll take it here and we're gonna say cut it. Let's put that over here too, as well. I'll put it down here in the next page. So there we have it. Perfecto, just like Mundo would do it. And Mundo's a perfectionist. You know Mundo, he's a perfectionist. Perfecto Mundo. And then we're gonna, so then I wanna hide this data tab so I can print it out. So I'm gonna right click and just hide that thing. And then I gotta be somewhere over here, not on the grass, not next to the hidden cells. So then I can use the Qt PDF printer to just print this entire thing out at this point. Printing it out with the Qt PDF printer, not just the active sheet, but the entire work, book, 19 pages we're at right now. We're building like a novel of a workbook. This thing is a monster. So if we go all the way to the end of it, which does take some time, because there's 19 pages and there's our graphs. Here's some of our graphs. I should have put some titles on it. I think that's the new one. And that's the new one. Woo, let's go ahead and print it out. And it's gonna save it as a PDF because we're using the PDF printer to print it out. And so it takes a little bit of time because there's 19 pages. Let's, there it is. There it is. We're gonna put it right here in this one. Yes, and then let's open it up. Open it up and check it out. Gotta open it up to check it out. So then if we go all the way at the bottom, there's our new graphs at the bottom, all on this one report. We put it in landscape, but it still opens vertically and it just looks superb.