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Quick BI:Drilling

Last Updated:Jan 25, 2024

Quick BI supports the drilling feature, filter interaction feature, and hyperlink feature for multi-dimensional data analysis. This topic describes the scenarios and operations of drilling.

Scenarios

When you view the company sales dashboard data, you can drill down the data to change the granularity of the analysis. For example, by geography, you can drill down from the region granularity to the province granularity to view the data.

Edit a dataset

In this example, Region, Province, and City are used. Make sure that the fields are converted to geographical information and added to the same hierarchy.

image

Note

Skip this step if area, province, and city in the dataset are converted to dimensions of the Geo type.

  1. In the left-side navigation pane of the dataset editing page, find the field that you want to manage in the Dimension list and click the Settings icon next to the field name.

    In this example, the area field is used.切换地理维度_intl

  2. Optional.

    Create a hierarchy.

    If you want to use a hierarchical structure for the dataset, you can perform the following steps to create a hierarchy:

    1. In the Dimension list, find the geographic information field that you want to manage, click the Settings icon next to the field name, and then click Create Hierarchy.

      新建层级结构_intl

    2. In the Create/Edit Hierarchy dialog box, enter a hierarchy name and click OK. In this example, the area_Hierarchy name is used.

    3. Find a dimension that you want to move to the new hierarchy, click the set icon next to the dimension name, and then choose Move To area_Hierarchy. Repeat the preceding steps to move other dimensions to this hierarchy.

      移动_intl

  3. Click Refresh Preview.

    The data in the dataset is automatically updated. 刷新预览_intl

  4. After you modify the required items, click Save in the upper-right corner of the page.

Create a dashboard

You must create two dashboards. The following section provides an example on how to create a dashboard named Company market data.

  1. After you log on to the Quick BI console.

  2. Go to the target dashboard.

  3. Follow the instructions in the following figure to select Sales Data and name the dashboard Company Data.

    image

  4. Add a pie chart to the dashboard and name it Regional Order Proportion Analysis. image

Configure the drilling feature

Set step

You must manually configure the drilling feature. The following section describes how to configure the drilling feature. In this example, a pie chart is used.

  1. On the Fields tab corresponding to the pie chart, click the 1icon on the right side of the Dimensions section.

    image

    If the pie chart has the linkage function enabled, and then set drilling, the pop-up window selects the effective method of linkage and drilling when clicking. For more information, see Set path 2: Settings for linked portals.

  2. Configure the drilling hierarchy.

    In this example, data is drilled down based on the following hierarchy: area > province > city.

    You can perform the following operations:

    • Add a drilling dimension. Drag a dimension to the Drilling (Dim.) field and change the level in the drilling hierarchy.

    • Change the level of a field for drilling. Below the Drilling (Dim.) field, drag a field and move the field to the required level.

    • Delete a dimension. Below the Drilling (Dim.) field, find the field that you want to delete and click the 1 icon.

    Note

    You can enable drilling for up to three dimensions in a cross table. You can enable drilling for only one dimension for other types of charts. You can set up to six levels in a hierarchy for drilling.

  3. Click Update.

    If Status Icon is set to Always, the imageicon appears on the right side of the chart title, as shown in the following figure. For more information about how to set the status icon, see Configure the title.

    image

Visualized query results

You can click South China to drill down to the Proportion of Province Data in the chart. Then, you can click Guangdong to drill down to the Proportion of City Data in the chart.

钻取效果

If you want to scroll data from cities to provinces, you can click Province Label in the lower-left corner of the chart. You can also click a region to scroll.

上卷效果

Drill Level Row Display Settings

Operation platform

You can click the (①) Analysis tab in the Area Order Proportion Analysis section of the pie chart, as shown in the following figure. In the Data Interaction section, click Drill to expand the (②) configuration items.

image

Description

Parameter

Description

Position

Set the Position of the hierarchy line. You can select Above or Below.

image

Text

Set the Text Style parameter for the level row. You can set the Size, Bold, and Italic parameter.

image

Current Level /Upper Level Color

You can set the font color of the current level and the upper level.

image

Drill-down auxiliary field settings

Secondary fields are added to the drill-down fields as the drill-down operations are performed. Then, you can add description or supplementary information to the primary fields.

Scenarios

When you configure drill-down settings for data of the organizational structure type, for example, Headquarters (level -1 organization)> Region (level -2 organization)> Partition (level -3 organization). If no drill-down is enabled, you can view the owner of the headquarters. If no drill-down is enabled, you can view the owner of the region. In this case, you can configure the Secondary Fields of the Drillthrough Dimension parameter to dynamically change the dimension.

Note

You can configure drill-down auxiliary fields only in Table charts.

Procedure

  1. The drill-down function is set in the following table. The drill-down sequence is Level -1 Organization > Level -2 Organization > Level -3 Organization. For more information, see Drill settings and display.

    image

  2. Hover the pointer over the dimension for which you want to configure secondary fields, click the drop-down arrow, and select Secondary Fields from the drop-down list. The Configure dialog box appears.

    image.png

  3. In the dialog box that appears, you can select Secondary Fields under the Level -1 Organization field. Add the Level -1 Owner field, set the Alignment Type parameter to Center, and set the Display Name parameter to Level -1 Owner.

    image

  4. After you configure the secondary fields for the Level -1 Organization field, you must configure the Level -2 Organization field. Add the Level -2 Owner field, set the Alignment Type parameter to Left-Align, and set the Display Name parameter to Level -2 Owner.

    image

  5. After you configure the secondary fields for the Level -2 Organization field, you must configure the Level -3 Organization field. Add the Level -3 Leader field, set the Alignment Type parameter to Left-Align, and set the Display Name parameter to Level -3 Leader.

    image

  6. Click OK. The following figure shows the configuration. You can view the level -1 organization headquarters under the person in charge and other data, when you click the headquarters, you can see east China and South China regions of person in charge and other data, click South China to view guangfo, Shenzhen and Fujian Divisions of person in charge and other data.

    下钻