Part 1: Getting your Amazon purchase data
1. Log in to Amazon.com
2. Go to the Order History Reports page (https://www.amazon.com/gp/b2b/reports)
3. Select a time range (e.g. Year to Date) and give the Report a name (e.g. "Order History Report"). Press 'Request Report'. It may take a few moments for the report to complete. You will be prompted to name and download the resulting CSV file.
Now you've got the data you'll need to create your personalized Juicebox report.
Part 2: Creating your Juicebox report and loading Amazon order data
1. Log into your Juicebox account
2. Press the “+ New report” button in the top right of the landing page
3. Go through the steps for creating a new report. Provide any report name (e.g. "My Amazon Orders") and description. Choose any color and font option.
4. Once your report is created, you’ll be returned to the landing page. Find your Amazon Order report and open it in edit mode by clicking one of the spots indicated below.
5. Choose the 'Data' tab in the editing panel. We need to load your personal Amazon order data into the Juicebox report.
6. Click the 'Connect & Upload Data Source' button and press 'CSV' as shown below.
7. A file selection window will open. Find your Amazon Orders CSV file that you downloaded, select, and press 'Open.' This will load your Amazon Order data into Juicebox. Give Juicebox a moment to load and examine the data. Next, you’ll see a preview of the data.
Part 3: Adding your data ingredients
1. Select the "Add Automagically" button and add all ingredients.
2. Click outside the modal window to close the data preview. The list of your data ingredients is shown as individual orange pills with the name of each data ingredient. Roll-over a pill to see an edit button. Selecting this button will give you options for editing that ingredient. We need to make a few changes to these ingredients before starting to build the report. After you’ve made each set of changes, press ‘Save Definition’ before moving on to the next one.
Item Total: Change the label to "Total Amount". Change format to '$ 3 Sig figs'. This format will show a dollar value with three significant digits.
Quantity: Change the format to '# Rounded'.
Titles: Change the label to "Products" (in the data ingredient header) and "Product" (in the Singular label).
When you are done, your list of ingredients should look like the following image. There are a lot more ingredients than we’ll need for this sample report. Optionally, you can select any individual ingredient to edit and delete it (the delete selection is in the '...' menu).
Part 4: Building your data story
Now we get to the fun part. Your data is loaded and prepared. The following instructions are for a short data story to let you explore your orders from Amazon.
1. Select the 'Designer' tab in the editing panel.
2. When you start a new report, there will be a slice already in place called “intro” with the text “What story will you tell?”. Replace that text with the following:
## My overall purchase activity with Amazon
~~select amount or quantity of orders~~
The '##' indicates a second-level title format. The '~~' are used to format text as a note.
Then choose '+ Chart' and select 'Data Cards'. Add 'Total Amount' and 'Quantity' from the drop-down list of data ingredients. This will show a couple of top-level key metrics. The resulting slice configuration should look like this:
3. Press the ‘+’ button under the first intro slice to add another slice. Press the ‘+ Charts’ button and choose ‘Data Cards’ from the menu. Select the data ingredients ‘Categories’ and 'Sellers'. Add a description as shown in the image (note: the unique value ‘data_chooser_29wncw9m’ will be different for you. This is a unique ID, or "slug", for each slice).
Now you’ve added a selector to allow you to break out results by either product categories or product sellers.
4. Next, we are going to create a bar chart to show where you are spending the most. Add another slice with the ‘+’ button. Press the ‘+ Charts’ button and choose ‘Bars’ from the menu.
To configure this chart, choose the first data ingredient listed in each drop-down menu. The ingredients preceded by the "@" symbol indicate that they are dynamic values that come from the selections in previous slices. The 'Bars' selection is from the choice between 'Categories and 'Sellers'. The 'Bar width' selection is from the choice between 'Total Amount' and 'Quantity'. By setting up this slice based on previous selections, you are building flexibility right into the report for when you start to explore your data.
5. Press the ‘+ Add Section’ button at the bottom of your story designer, and add a new slice into that section.
Select 'Scatterplot' using the '+ Chart' option. Configure the scatterplot as shown in the image below with the bubbles representing individual product orders and the products positioned using the quantity and purchase amount. This chart will highlight some of the outliers from your order history.
6. Add a slice and create a ‘Table' from the ‘+ Chart’ menu. This table will be filtered by all the selections above and shows individual product/order details. You can put any columns that you want into this table.
7. A few final design touches are optional:
We can create a customized icon for this data story by clicking the drop-down menu within the story summary tile.
You may also want to choose relevant icons for the individual data ingredients that you have used in your story. Click the 'edit' button on any ingredient pill when you are editing a slice or in the Data view. Here's an example:
You can change the background color of any sections or slices. Try changing the background color of the last section by clicking on the tear-drop icon in the upper right part of the section.
That's it. You've made a personalized data story that gives you an easy way to explore your history of Amazon orders. When you are ready, you can go to the 'Publish and Share' tab in the editing panel to publish and share your report.