Quick BI:Analyze Data Through Dashboards

Overview

Quick BI is a cutting-edge, self-service BI platform designed for cloud users and enterprises. It offers intuitive visual operations and robust multidimensional analysis capabilities, enabling detailed data insights to inform business decisions.

To facilitate a swift and comprehensive understanding of the product and showcase the value of intelligent reporting in DingTalk business data analysis, the following content will guide you through a practical data analysis scenario.

Imagine you are a data analyst at a large Internet-based new retail company. Your manager has just reviewed the monthly operational analysis data for August 2019 and noticed a significant drop in gross profit compared to previous months, jeopardizing the Q3 gross profit target.

Your task is to analyze the reasons behind the August gross profit decline using order information and traffic channel data, and share your insights with the team to inform decision-making and improve the company's overall gross profit.

Procedure

Report effects

Preparations

1. Create an Alibaba Cloud account and complete the account information.

   An Alibaba Cloud account has been registered, and real-name verification has been completed.

2. Activate Quick BI.

   Quick BI product has been purchased or a free trial has been requested.

3. (Optional) Prepare a Data Source.

   • You can create a data source in the target region. For more information, see Create a Database Data Source or Add a File to a Data Source.

   • If you use a file data source, you need to upload local files to Quick BI. For local file examples, see Channel Information Dimension Table.xlsx and Order Information Detail Table.xlsx.

4. Set Operational Permissions for Works in the Workspace.

   The organization administrator sets the Feature Permissions in the target workspace to Works Can Be Public and Works Can Be Authorized. For more information, see Create and Manage Workspaces.

Step 1: Connect to a data source

Before you can analyze data and build reports with Quick BI, you must connect to a data source.

1. Log on to the Quick BI console.

2. In the Quick BI console, use the provided instructions to connect to a data source.

3. Follow the provided instructions to add a data source

   1. From the Create Data Source Entry enter the create data source interface.

   2. On the Alibaba Cloud Database tab, select RDS MySQL data source.

4. In the Configuration Connection dialog box, complete the configurations based on your business scenario.

   Parameter name	Description	Example
   Display name	The name of the data source. The name is displayed in the data source list. The name is composed of Chinese characters, numbers, letters, underscores (_), or hyphens (-).	Demo data source
   Database address	The public address where the MySQL database is deployed.	rm-uf***********.mysql.rds.aliyuncs.com
   Port	The port number corresponding to the public address where the MySQL database is deployed.	3306
   Database	The name of the database that is customized when you deploy the MySQL database.	quickbi_***
   Username	The username for logging in to the MySQL database.	quickbi_***
   Password	The password for logging in to the MySQL database.	quickbi_***
   Database version	Select the version of the database: Select 5.7 to indicate compatibility with MySQL 5.7 and earlier versions. Select 8.0 to indicate compatibility with MySQL 8.0 version.	5.7
   VPC data source	If you use Alibaba Cloud VPC network connectivity to connect to the database, select the VPC data source option and configure the relevant parameters.	Not applicable

5. Click Connection Test to verify the data source's connectivity.

   

6. Once the test is successful, click OK to finish adding the data source.

   At this point, you can see Demo Data Source in the data source list, indicating that the data source connection is successful.

Step 2: Data modeling

After connecting to the data source, link tables as needed to create a model for your data analysis.

1. On the Data Source page, follow the instructions in the image below to select the target data table and create a dataset.

   

2. On the dataset editing page, use the provided instructions to link tables.

3. Preview and save the dataset.

4. Include the gross profit and gross profit margin fields in the measures.

   Use the provided instructions to add the gross profit and gross profit margin fields.

   Parameter name	Description	Example
   Original Field Name	The name can only consist of Chinese or English characters, numbers, underscores, forward slashes, backslashes, vertical lines, parentheses, and brackets, and must not exceed 50 characters.	The field expression for Gross profit is SUM([Sales])-SUM([Cost]) The field expression for Gross profit margin is (SUM([Sales]-[Cost]))/SUM([Sales])
   Field Expression	Use the left square bracket [ to open the list and insert dimension or measure field names.
   Data Type	The supported data types are Dimension and Measure.	Metric
   Field Type	The supported field types are Text and Numeric.	Value
   Format Expression	The following data formats are supported: Auto (that is, retain the default format of the data) Integer, retain one or two decimal places Percentage, retain one or two decimal places Custom or manual input	Automatic
   Field description	Enter the description of the field.	Gross profit = Sales - Cost

5. After adding the target fields, click Save.

Step 3: Data visual analytics

Create a dashboard and add various charts to display data, performing visual analytics with interactive filtering.

1. On the dataset editing page, select Create Dashboard from the top navigation bar.

2. Create a metric trend chart to analyze monthly core sales, gross profit, and gross profit margin.

   To better display the trend data of the three key indicators—sales, gross profit, and gross profit margin—across different months, it is recommended that you use the Metric Trend Chart for visualization.

   1. Use the provided image to create a metric trend chart.

   2. On the Analysis tab -> Advanced Settings, enable Secondary Metric and configure the chart style.

      

      The table below lists only the parameters that need to be set manually. Other parameters can remain at their default values.

      Parameter name	Description	Example
      Comparison Metric Selection	Select the metrics that need to be displayed for comparison.	Sales
      Secondary Metric Content	Supports secondary metric content settings, and setting quick styles in conditional formatting.	Month-on-month comparison
      Configure Synchronization To Other Comparison Metrics	You can synchronize the current metric's configuration to display on other metrics.	Gross profit and gross profit margin

3. Create a bubble chart to analyze sales and gross profit data by channel category.

   To effectively display the sales, gross profit margin, and gross profit data for different channel categories, a Bubble Chart is recommended.

   1. Use the provided image to guide you in creating a bubble chart.

   2. Use the provided image to set the filter and view data for August 2019.

      In the Set Filter dialog box, the parameter examples for the field date (month) are as follows.

      Parameter name	Description	Example
      Filter Method	Supports Single Month and Month Range.	Single Month
      Filter Condition	Supports selecting Relative Time and Exact Time.	Exact time
      Date	Supports custom dates.	2019-08

   3. On the Style tab, configure the chart style.

      The table below lists only the parameters that need to be set manually. Other parameters can remain at their default values.

      Configuration item	Parameter name	Example
      Title And Card	Display Main Title	Select Display Main Title
      	Title	Channel Category Sales & Gross Profit Quadrant Chart
      Legend	Location	Align right ()
      Drawing Area	Quadrant	Select Enable Quadrant
      	Quadrant Name	Set as follows: Upper Right Quadrant: High gross profit margin high sales Upper Left Quadrant: Low gross profit margin high sales Lower Left Quadrant: Low gross profit margin low sales Lower Right Quadrant: High gross profit margin low sales

4. Create a bubble chart to analyze sales and gross profit data by channel details.

   For a detailed analysis of sales, gross profit margin, and gross profit for each channel name, a Bubble Chart is the preferred choice.

   1. Follow the provided image to create a bubble chart.

      To streamline the process, this example copies the previous bubble chart and replaces the field 'channel type' with 'channel name'.

   2. On the Style tab, configure the chart style.

      Below are the parameters that need to be set manually. Default settings can be used for other parameters.

      Configuration item	Parameter name	Example
      Title And Card	Display Main Title	Select Display Main Title
      	Title	Channel Details Sales & Gross Profit Quadrant Chart

5. Analyze the channel details' gross profit margin data for August 2019 through filter interaction.

   To thoroughly examine the sales and gross profit margin data for each channel in August 2019, configure filter interaction from the metric trend chart to the channel category and channel details quadrant charts.

   1. Use the provided image to set up chart filter interaction.

      

   2. In the Chart Filter Interaction Configuration dialog box, follow the provided image to execute filter interaction on the charts.

      After setting up the filter interaction, select the data point for August 2019 in the metric trend chart to see the filtered data in both the channel category and channel details quadrant charts for August 2019.

   Upon analyzing the channel category quadrant chart for August 2019, it was discovered that the free channel falls into the high sales but low gross profit margin quadrant, an anomaly that requires further investigation.

6. Examine the sales and gross profit margin data for each channel name under the free channel for August 2019.

   Set up filter interaction from the channel category quadrant chart to the channel details quadrant chart to analyze the sales and gross profit margin data for each channel name under the free channel for August 2019.

   1. Use the provided image to configure chart filter interaction.

   2. In the Chart Filter Interaction Configuration dialog box, use the provided image to perform filter interaction on the charts.

      Once the filter interaction is set, select the data point for the free channel in the channel category quadrant chart. You will see the channel details quadrant chart filtered for the free channel data in August 2019. After analyzing the sales and gross profit margin data for each channel name in August 2019, it was found that the Taobao coupon package was in the high sales but low gross profit margin quadrant, contributing to the abnormal decline in gross profit.

Analysis Conclusion: The investigation revealed that the abnormal decline in gross profit for August 2019 was due to the misuse of internal coupons by employees through the Free Channel Taobao Coupon Package, engaging in empty buying and selling for personal gain. The issue was addressed, and subsequent months saw a return to normal operations with improved sales and gross profit.

Step 4: Publish and Share

After completing the analysis, you can build the dashboard into a BI portal and export it for archiving. If new data anomalies are detected over time, you can share the dashboard for collaborative editing.

1. Use the provided image to publish the dashboard.

   Note

   The Publish Dashboard dialog box appears when you publish the dashboard for the first time.

   Parameter	Description	Example
   Name	Dashboard name	Diagnostic Analysis Report on Abnormal Decline in Gross Profit of a Retail E-commerce
   Location	Dashboard storage location	Root directory
   Enable auto-save in subsequent processes	Selecting this option means that the dashboard will be automatically saved during subsequent editing processes	Check to enable

2. Construct a BI portal.

   A BI portal, also referred to as a data product, allows for the organization of dashboards into complex navigation menus, which are often utilized for thematic analysis. You can integrate your created dashboard into the BI portal and export it for archival purposes.

   1. To create a BI portal, follow the instructions depicted in the image below.

   2. To add and configure the portal menu, follow the instructions shown in the image below.

      In the Content Settings area, only the parameters that need to be manually set are listed below. Other parameters can remain at their default values.

      Parameter	Example
      Menu Display Name	Diagnostic Analysis Report on Abnormal Decline in Gross Profit of a Retail E-commerce
      Content Settings	Select Dashboard and find Diagnostic Analysis Report On Abnormal Decline In Gross Profit Of A Retail E-commerce on the search dashboard page.

   3. To save the BI portal, follow the instructions presented in the image below.

      In this example, the BI portal is titled Diagnostic Analysis Report On Abnormal Decline In Gross Profit Of A Retail E-commerce.

3. Use the provided image to export the BI portal.

   Parameter	Example
   Export Name	Diagnostic Analysis Report on Abnormal Decline in Gross Profit of a Retail E-commerce
   File Format	Select Image
   Export Channel	Select Local

4. Share the dashboard.

   Note

   Before you publish or share the dashboard, make sure that works in the workspace are allowed to be public and authorized. For more information, see Create and Manage Workspaces.

   • To make the dashboard public or to share it, follow the instructions shown in the image below.

     • The Public Link Sharing option generates a link that can be accessed by anyone without the need to log in to an Alibaba Cloud account.

     • The Private Link Sharing option generates a link that is accessible only to authorized users.

   • To set up collaborative editing for the dashboard, follow the instructions shown in the image below.

     

     For more information, see Grant Users the Permissions on Data Works.