Quick BI supports drilling, filter interaction, and hyperlinks for multi-dimensional data analysis. This topic provides the scenarios and instructions about these features.

Overview

  • Drilling: When you click an area or a field on a dashboard, the dimension level changes and the analysis granularity also changes.
  • Filter interaction: When you click an area or a field in a chart on a dashboard, the associated charts on the dashboards display data of the area or field.
  • Hyperlink: When you click a field in a chart on a dashboard, you are redirected to the linked report. You can use global parameters or URLs for redirection.
    Note
    • Quick BI Basic does not support global parameters. We recommend that you use URLs in this edition.
    • When you use global parameters for redirection in Quick BI Pro and Quick BI Enterprise Standard, you can be redirected from a cross table in a personal workspace to a report in a group workspace, but cannot be redirected to other reports in the personal workspace.
    • Redirection by using global parameters applies to only group workspaces. For more information about group workspaces, see Concepts.

Scenarios

The following example describes how to perform filter interactions among charts, drill through a hierarchy to change the granularity of data analysis, and redirect to the Order information pages by using URLs in Quick BI.

The company_sales_record dataset is used in this example. You can use the CSV file sample sales data to create a dataset.

Edit the dataset

Before you use the company_sales_record dataset, make sure that the area, province, and city dimensions have been converted to the Geo type and have been added to the same hierarchy.Edit the dataset
  1. Log on to the Quick BI console.
  2. Click the Workspace tab. In the left-side navigation pane, click Datasets.
  3. On the Datasets page, click the company_sales_record dataset.
  4. Edit the dataset.
    1. Optional:Change field names.
      Find the field for which you want to change the name, click the Settings icon icon next to the field, and then click Edit. The following table lists fields in the dataset.
      Field Data Type Description
      order_id varchar The ID of the order
      report_date datetime The date on which the order was generated
      customer_name varchar The name of the customer
      order_level varchar The level of an order
      order_number double The number of orders
      order_amt double The amount of an order
      back_point double The discount
      shipping_type varchar The transportation method
      profit_amt double The profit amount
      price double The unit price
      shipping_cost double The cost of transportation
      area varchar The area
      province varchar The province
      city varchar The city
      product_type varchar The type of the product
      product_sub_type varchar The subtype of the product
      product_name varchar The name of the product
      product_box varchar The packaging of the product
      shipping_date datetime The date of transportation
    2. Create a hierarchy.
      In the Dimensions list, find area, click the Settings icon icon next to the field, and then select Create Hierarchy. In the Create Hierarchy dialog box, set Level Name and click OK.
    3. Move province and city to the new hierarchy area_hierarchy.
      In the Dimensions list, click the Settings icon icon next to province and city, choose Move To > area_hierarchy, and then click Save.
    4. Convert the fields to the Geo type.
      • Click the Settings icon icon next to area, and choose Change Dimension Type > Geo > Region.
      • Click the Settings icon icon next to province, and choose Change Dimension Type > Geo > State/Province/Municipality.
      • Click the Settings icon icon next to city, and choose Change Dimension Type > Geo > City.
    5. Click Save.

Create dashboards

You must create two dashboards. The following example demonstrates how to create a dashboard named Company_market _data.

  1. Click the Workspace tab. In the left-side navigation pane, click Dashboards.
  2. On the Dashboards page, choose Create Dashboard > Standard.
    You can also choose Create Dashboard > Full Screen as required.
  3. On the Data tab, select the company_sales_record dataset and name the dashboard Company_market_data.
    Select a dataset
  4. Create a pie chart and name it Regional order proportion analysis.
    1. Click the Pie Chart icon icon. A pie chart appears in the display area of the dashboard.
    2. On the Data tab, select the required dimension and measure.
      • In the Dimensions list, find area and add it to the Labels (Dim.) field.
      • In the Measures list, find order_number and add it to the Central Angle (Mea.) field.
    3. Click Update.
    4. On the Style tab, change the title to Regional order proportion analysis.
      Set the title
    Create a dashboard
  5. Create a colored map and name it Regional sales.
    Regional sales
  6. Create a cross table and name it Order information.
    Order information
    The following figure shows the newly created dashboard Company market data.Company market data

Follow the preceding steps to create another dashboard named Order_profit_details.

Create a dashboard and name it Order_profit_details. Create a cross table in the dashboard and name it Order profit details, as shown in the following figure.Order profit details

Configure the drilling feature

You must manually configure the drilling feature. The following example demonstrates how to configure the drilling feature. A pie chart is used in this example.

  1. On the Data tab, click the Drill Down icon next to area.
    Drill Down icon
  2. Set the drilling level.
    In this example, the drilling hierarchy is area > province > city. You can also perform the following operations:
    • Add a drilling dimension. Drag a dimension to the Drilling (Dim.) field and adjust its level.
    • Change the level of a field for drilling. Under the Drilling (Dim.) field, drag a field and move it to the required level.
    • Delete a dimension field: Under the Drilling (Dim.) field, find the field that you want to delete and click the Delete icon.
    Note You can enable drilling for a maximum of three dimensions in a cross table. You can enable drilling for only one dimension for other types of charts. You can set a maximum of six levels in a hierarchy for drilling.
  3. Click Update.
    The drilling icon appears on the left of the chart title, as shown in the following figure.Proportion analysis

Configure the filter interaction feature

  1. On the Advanced tab, click the Edit icon next to Filter Interaction.
    Parameters on the Advanced tab
  2. In the Filter Interaction dialog box, select area for chart association.
    You can associate the pie chart with charts that are created based on the same dataset or a different dataset.
    • If you want to associate the pie chart with a chart that is created based on the same dataset as the pie chart, select the colored map Regional sales and the cross table Order information on the Current Dataset tab, and click OK.Chart association
    • If you want to associate the pie chart with a chart that is created based on a dataset different from the pie chart, select the colored map Regional sales on the Current Dataset tab and the cross table Order information on the Another Dataset tab, select area, and then click OK.
  3. In the pie chart Regional order proportion analysis, click the East slice.
    The cross table Order information and the colored map Regional sales show the sales details in the East region. When you move the pointer over the chart, the detailed interaction information appears in the upper-right corner.Order Details

Configure the hyperlink feature

When you click Office in the cross table Order information, you are redirected to the dashboard Order profit details and all the orders with product_type set to Office appears.

  1. Configure global variables
    Note The following example illustrates redirection by using global parameters. You must configure global parameters in advance.
    1. In the dashboard Order profit details, click the Global Variables icon.
      Profit details
    2. In the Global Variables dialog box, configure global variables as shown in the following figure and click OK.
      Parameter
  2. Configure the hyperlink feature.
    Hyperlink can be set to Parameter or External link. In this example, Parameter is selected.
    1. In the dashboard Company market data, select the cross table Order information and click the Advanced tab in the Graphic Design area.
    2. Click the Edit icon next to Hyperlink.
      Hyperlink
    3. In the Hyperlink dialog box, perform the configurations as shown in the following figure and click OK.
      Hyperlink settingsAfter the configuration, the values in the product_type column of the cross table Order information appear as hyperlinks.
    4. Check the hyperlink.
      Click Office in the cross table Order information, you will be redirected to the dashboard Order profit details and all the orders with product_type set to Office appear.
  3. If Hyperlink is set to External Link, you can be redirected to a specified URL or to a user system by configuring related parameters.
    1. Select the cross table Order information and click the Advanced tab in the Graphic Design pane.
    2. Click the Edit icon next to Hyperlink.
      Hyperlink
    3. In the Hyperlink dialog box, select a field that you want add the hyperlink, select External Link, enter a URL, and then click OK.
      Note You can enter the URL in the text box. You can also add dimension fields in the Add Dimensions list to the URL by double-clicking them.
    4. Click the hyperlinked field. You are redirected to the URL or user system.