A metric relationship chart displays the relationships between a group of metrics and is commonly used in DuPont analysis models. This topic describes how to add data and configure styles for metric relationship charts.
Prerequisites
You have created a dashboard. For more information, see Create a Bashboard.
Chart overview
Scenarios
Used for DuPont analysis models to break down and analyze metrics.
Advantages
Calculation capabilities: Supports advanced calculations, period-over-period comparisons, and conditional formatting.
Sample chart
Chart field configuration
Data panel
On the Fields tab, select the required dimension fields and measure fields:
In the measure list, find Profit Amount, and double-click or drag it to the Top Metric/Measure section.
In the measure list, find Order Amount, Shipping Cost, Cost, Other Costs, Order Quantity, Unit Price, and Discount Point, and double-click or drag them to the Breakdown Metrics/Measures section.
Click Edit Metric Breakdown Relationship to enter the configuration.
Enter expressions in the Branch Expression field to generate the chart in real time.
You can break down multiple metrics by clicking the field that you want to break down and entering an expression. For example, click Order Amount and enter [Order Quantity]×[Unit Price]×[Discount Point] to break down the Order Amount metric.
NoteYou can enter @ to quickly add metrics. The keyboard supports "+", "-", "×", "/", and "( )".
Example: Sales Performance = Customer Unit Price × Number of Buyers
Click Save and Exit. The system automatically updates the chart.
In the dimension list, find the Order Date (year) field, and double-click or drag it to the Comparison Date/Dimension section to generate period-over-period comparisons.
You can select Latest Date Data or Stage Summary Data as the default value for metrics.
After updating the data, you can go to the Advanced tab to configure period-over-period comparison details.
Click Update. The system automatically updates the chart.
(Optional) If you only want to view data for specific cities, you can set a Filter to filter the required data.
Auto Refresh
After you select Auto Refresh, the system automatically refreshes the chart at a specified time interval. For example, if you select Auto Refresh, enter 5, and then select min, the system automatically refreshes chart data every 5 minutes.
Chart style configuration
The following section describes the style configuration for metric relationship charts. For information about common chart style configurations, see Configure the Chart Title.
In the Metric Block Style section, configure Display Direction and Default Expansion.
Configuration item
Description
Display Direction
Supports Portrait and Landscape.
Default Expansion
Supports Expand All, Collapse All, and Expand to Level N, where N is your current relationship level.
In the Metric Content section, you can configure the text styles for Name and Value.
In the Series Settings section, configure Select Series and Prefix and Suffix for Metric Values.
Configuration item
Description
Select Series
Set the measure items added to the Top Metric/Measure area and Top Breakdown Metrics/Measures.
Prefix and Suffix for Metric Values
The prefix and suffix for the metric values in the chart.
In the Conditional Formatting section, configure conditional formatting for fields.
Configuration item
Description
Select a field
Select the measure field for which you want to configure conditional formatting. You can select any measure item that is added to the Metric/Measure area.
After the style configuration is complete, if you no longer need to use some of the configured conditional formatting, you can click Batch Purge Format in the lower-right corner of the field panel, select the conditional formatting that you want to clear from the list, and then click OK to complete the format clearing.
Quick Style
Set the mark icon or font display color for the current measure field from the styles provided by the system.
Comparison: Supports Compare with 0 and Compare with Average.
Flip Colors: For example, when comparing with 0, values less than 0 are red and values greater than 0 are green. After flipping, values less than 0 are green and values greater than 0 are red.
Clear: When you no longer need to use a quick style that has been set, click Clear to remove the style.
Custom Style
In addition to the quick styles provided by the system, you can also configure custom styles for the current measure field as needed.
Text
On the Text tab, set the condition rules for displaying the text of the current measure field in a highlight color. You can configure condition rules for the current field based on the values of other fields.Icon
On the Icon tab, set the icon marking rules for the current measure field. You can configure marking rules for the current field based on the values of other fields.
Sync Style To
Replicate the conditional formatting settings of a measure to other measures.
Chart analysis configuration
Data interaction
Configuration item | Description |
Hyperlink icon | Hyperlinks include three methods: product parameter hyperlinks, in-page widgets, and external links, and support the configuration of hyperlink icons. For specific settings, see Hyperlink icon.
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Secondary metrics
When Secondary Metrics display is enabled, the following configurations are supported.
Configuration item | Description |
Comparison Metric Selection | Select the measure field for which you want to configure secondary metric comparison. |
Secondary Metric Content | Configure the specific content for secondary metric comparison. The system will automatically generate corresponding period-over-period comparison options based on the date field granularity you configured in Date/Dimension. For example, when the date field type is day, it supports day-to-day comparison, week-on-week comparison, month-on-month comparison, etc. When no date field is configured in Date/Dimension, you need to customize and add secondary metric fields. You can:
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Sync Configuration to Other Comparison Metrics | Select the measure fields that need to use the current secondary metric configuration. |
Set Secondary Metric Font Style | Supports configuring text styles for Name and Value. |
icon to drag and sort the metrics to adjust the display order of metrics in the chart.
icon, and in the Secondary Metric Content Settings dialog box, adjust the Display Format, Conditional Formatting, and other information for the current metric.