All Products
Search
Document Center

Quick BI:Drilling, filter interaction, and hyperlink

Last Updated:Nov 29, 2022

Quick BI supports the drilling feature, filter interaction feature, and hyperlink feature for multi-dimensional data analysis. This topic describes the usage scenarios of the features and how to use the features.

Prerequisites

  • The data source file is downloaded. You can click the following link to download the file that is used in this example: Sample sales data.

  • A data source is created in the Quick BI console. For more information, see Create a file data source.

  • A dataset is created. For more information, see Create a dataset.

    In this example, a dataset named company_sales_record is created.

Features

  • Drilling: When you click an area or a field in a chart of a dashboard, the dimension changes. This way, you can view data of a finer granularity. Drilling

  • Filter interaction: When you click an area or a field in a chart on a dashboard, associated charts on the dashboard display data of the area or field that you selected. For example, if you click East China in the pie chart, the map and cross table that are associated with the pie chart display data of East China. Sample data_4.3.2

  • Hyperlink: When you click a field in a chart on a dashboard, you are redirected to the linked report. You can configure a hyperlink to view data of a specific parameter or be redirected to an external URL. If you configure the hyperlink to view data of a specific parameter, you must configure global parameters.

    Note
    • Quick BI Basic does not support global parameters. We recommend that you set the hyperlink to an external URL in this edition.

    • When you configure the hyperlink feature in Quick BI Pro and Quick BI Enterprise Standard, you can configure global parameters and be redirected from a cross table in a personal space to a report in a group space, but you cannot be redirected to other reports in the personal space.

    • You can configure the hyperlink feature by using global parameters to be directed to reports of only group spaces. For information about group spaces, see Concepts.

Procedure

You can use the drilling feature, filter interaction feature, and hyperlink feature provided by Quick BI to view and analyze sales data of your company. You can perform the following steps to use the features:

  1. Modify the dataset

  2. Create a dashboard

  3. You can configure the following features based on your business requirements:

Modify the dataset

In this example, the area, province, and city fields are used. Make sure that the fields are converted to dimensions of the Geo type and added to the same hierarchy. Modify the dataset

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.Change the geographic dimension_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.

      Create Hierarchy_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.

      Move To_intl
  3. Click Refresh Preview.

    The data in the dataset is automatically updated. Refresh Preview_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. Log on to the Quick BI console.

  2. Go to the target dashboard.

    In this example, a standard dashboard is created.

  3. Perform the steps that are shown in the following figure to select the company_sales_record dataset and specify Company market data as the name of the dashboard.

    Set the dataset_4.3.2
  4. Create a pie chart and specify Regional order proportion analysis as the name of the chart.

    1. Click the Pie chart icon. A pie chart appears in the display area of the dashboard.

    2. On the Data tab, select measures and dimensions based on your business requirements.

      • In the Dimension list, double-click area. You can also drag this dimension to the Labels (Dim.) field.

      • In the measure list, double-click order_number. You can also drag this measure to the Central Angle (Mea.) field.

    3. Click Update.

    4. On the Style tab, change the title to Regional order proportion analysis.

      Change the title_4.3.2
  5. Create a colored map and specify Regional Sales as the name of the map.

    Add the following fields to the colored map. Colored map fields_4.3.2

  6. Create the following cross tables.

    • Order information Order information_4.3.2

    • Order profits Order profits_4.3.2

Configure the drilling feature

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 Data tab of the graphic design panel, find the area field and click the 1 icon on the right side of the field.

    Drilling_4.3.2

    If the filter interaction feature is enabled for the pie chart before you configure the drilling feature, click the 13 icon on the right side of the area field. For more information, see Method 2: configure the filter interaction feature first.

  2. Configure the drilling hierarchy.

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

    You can also 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.

    The 1 icon appears on the right side of the chart title, as shown in the following figure. Proportion analysis_4.3.2

Configure the filter interaction feature

In this example, the drilling feature is not enabled for the pie chart.

  1. On the Advanced tab of the graphic design panel for the Regional order proportion analysis pie chart, click the Edit icon next to Linkage.

    Configure the filter interaction feature_4.3.2
  2. In the Filter Interaction dialog box, select the area field 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. Filter interaction settings_4.3.2

      Note

      If the drilling feature is enabled for the pie chart before you configure the filter interaction feature, you must configure the display mode for results obtained by using the two features. For more information, see Method 1: configure the data drilling feature first.

    • If you want to associate the pie chart with a chart that is created based on a dataset different from that of 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.Linked fields

  3. In the Regional order proportion analysis pie chart, click the East sector.

    You can view the details of the sales orders placed in the China East region in the cross table Order information and the order statistics in the colored map Regional sales.Sample data_4.3.2

    Note

    You can click the Disable filter interaction icon in the upper-right corner of the pie chart to disable filter interaction.

The associated data can be highlighted in the following charts:

  • Trend charts: line charts, area charts, stacked area charts, and 100% stacked area charts

  • Charts for comparison: column charts, stacked column charts, 100% stacked column charts, bar charts, waterfall charts, stacked bar charts, and 100% stacked bar charts

  • Charts that show data distribution: pie charts

  • Maps: colored maps and bubble maps

  • Charts that show relationships between data: scatter charts and bubble charts

Configure the hyperlink feature

When you click Office in the Order information cross table, you are redirected to the Order profits cross table and all the orders for which product_type is set to Office appear.

  1. Configure global parameters.

    Note
    • You must configure global parameters before you use the hyperlink feature.

    • Before you configure global parameters, make sure that the dashboard is saved.

    1. In the top navigation bar of the dashboard editing page, click the Global Variables icon. In this example, a dashboard that displays the profit details of orders is used to describe how to configure global parameters.

      Global parameters_4.3.2
    2. In the Global Variables dialog box, configure the parameters that are shown in the following figure, and then click OK.

      Parameters_4.3.2
  2. Configure the hyperlink feature.

    The Hyperlink parameter that is displayed on the Advanced tab can be set to Parameter or External Link. In this example, Parameter is selected.

    1. In the Company market data dashboard, select the Order information cross table and click the Advanced tab in the graphic design panel.

    2. Click the Edit icon next to Hyperlink.

      Cross table_4.3.2
    3. In the Hyperlink dialog box, configure the parameters that are shown in the following figure, and then click OK.

      In this example, the product_type field is selected for the Linked Dimension parameter. Hyperlink settings_4.3.2

      You can select With Conditions in Filter Bar and Linkage and With Drill-down Conditions based on your business requirements. image

      This section provides an example of results that are displayed before and after you select With Conditions in Filter Bar and Linkage for the pie chart.

      In the pie chart, the query control order_level is set to L2, and Guangdong is selected as the area whose data you want to view. Pie chart_4.3.2

      • If you do not select With Conditions in Filter Bar and Linkage and click the area whose data you want to view, you are redirected to the dashboard that displays all order information about this area. Hyperlinked charts_before_4.3.2

      • If you select With Conditions in Filter Bar and Linkage and click the area whose detailed data you want to view, you are redirected to the dashboard that displays information about orders of the L2 level in this area. Hyperlinked charts_after_4.3.2

      Note

      You can select With Conditions in Filter Bar and Linkage and With Drill-down Conditions for the following charts:

      • Trend charts:

        line charts, area charts, stacked area charts, 100% stacked area charts, and combination charts

      • Charts for comparison:

        column charts, 100% stacked column charts, bar charts, stacked bar charts, 100% stacked bar charts, and ranking boards

      • Charts that show data distribution:

        Pie charts and polar diagrams

      After the configuration is complete, the values in the product_type column of the Order information cross table are displayed as hyperlinks. Order information_4.3.2
    4. Check the hyperlink.

      If you click Office in the Order information cross table, you are redirected to the Order profits dashboard and all the orders for which product_type is set to Office appear.Check the hyperlink

  3. If the Hyperlink parameter on the Advanced tab is set to External Link, you can be redirected to a specific URL or to view the data of specific parameters in a user system.

    1. Select the Order information cross table and click the Advanced tab in the graphic design panel.

    2. Click the Edit icon next to Hyperlink.

      Hyperlink icon
    3. In the Hyperlink dialog box, select a field to which you want to add the hyperlink, set the Hyperlink parameter to External Link, enter a URL, and then click OK.

      Note

      You can enter the URL in the text box. You can also double-click field names in the Add Dimensions section to add the fields to the URL.

      Chart settings
    4. Click the hyperlinked field. You are redirected to the URL or user system.