Quick BI:Trend Analysis Table

Prerequisites

• You have completed data modeling. The dataset must include date fields of day granularity (such as Order Date (day)). For more information, see Create and manage datasets.

• You have created a dashboard. For more information, see Create a dashboard.

Limits

Consider the following limits when adding data to a trend analysis table:

• The Measure/Row area is determined by the measures in the data. You must select at least one measure.

• The Date/Column area is determined by the dimensions in the data. You can select only one dimension, and the dimension must be a field of day granularity.

Overview

Scenarios

Commonly used for macro indicator analysis, this chart can analyze data for years, quarters, months, weeks, fiscal years, and the last 7 days. It also allows for further comparison, trend, average, and normalization analysis of individual indicators.

Sample chart

Create a Chart

1. On the Chart Design tab, click the Data tab, and select the required dimension fields and measure fields.

   • In the Measure list, find Order Amount, Profit Amount, Shipping Cost, Unit Price, And Discount, and double-click or drag them to the Measure/Row area.

   • In the Dimension list, find Order Date (day), and double-click or drag it to the Date/Column area.

     Note

     The Date/Column area supports only date fields of day granularity.

2. Click Update. The system automatically updates the chart.

   

Configure a Trend Analysis Table

• On the Field tab, click the icon next to Measure/Column, and follow the instructions in the following figure to configure the tree style of the trend analysis table.

  

• On the Style tab, configure the style of the trend analysis table. For information about common style configurations of charts, see Configure the chart title.

  You can enter keywords in the search box at the top of the configuration area to quickly find configuration items. You can also click the icon on the right to expand or collapse all categories.

  

  • In Basic Table Style, configure the basic style of the table.

    

    Configuration item	Description
    Custom Table Theme	Supports four themes: Zebra, Border, Simple, and Minimalist.
    First Column Width Adjustment	Sets the width of the first column in the trend analysis table. You can switch the preview mode at the top of the page to set the first column width for the trend analysis table on PC and mobile devices. The supported adjustment methods include the following: Adapt to Container: The system automatically adjusts the column width based on the field values. Custom: Sets the display width of field values. The unit is pixels, and the default value is 160.
    Dynamic Table Height Adaptation	Sets whether the table height automatically adjusts based on the table content. You can switch between PC and mobile settings by clicking the icon at the top of the page. When this feature is enabled, the table container height will automatically adjust based on the data content, which may affect the overall layout of the report. Please decide whether to enable it based on your actual needs.
    Maximum Height	When Dynamic Table Height Adaptation is enabled, you can set the maximum value for the adaptive height. After setting, the table will adjust its height based on the set maximum height value during dynamic adaptation. That is, when the adaptive height is greater than the maximum height, the table height will be the maximum height; when the adaptive height is less than the maximum height, the table height will be the adaptive height. You can switch between PC and mobile settings by clicking the icon at the top of the page. The supported heights include the following: 192px (about 5 rows), 352px (about 10 rows), 672px (about 20 rows), 1632px (about 50 rows), and custom.

  • In Calculation Method, set the calculation method for the trend analysis table.

    

    Configuration item

    Description

    Calculation Method

    Supports setting the calculation method for the trend analysis table. The calculation method can be Average/Cumulative or Regular Calculation. The default is Average/Cumulative. Note For information about the data sources that support regular calculation and average/cumulative calculation, see Data source function item list. If you click Average/Cumulative, you need to configure related settings. If you switch to Regular Calculation, no configuration is needed. Note Regular Calculation: Quick BI aggregates data within the date range of week/month/quarter/year/custom date granularity according to the aggregation method configured for the metric (such as within a month, the calculation method is month cumulative numerator/month cumulative denominator). It is suitable for scenarios where you need to analyze data changes within a certain time range. Select the Enable Average/Cumulative Switch check box. The words Average and Cumulative will appear in the upper right corner of the chart. Select the Customize Average/Cumulative Switch check box to manually set the Average/Cumulative calculation method for each measure.

  • In Header Style, set the style of the row and column headers of the cross table.

    

    Configuration item	Content	Description
    Column Header	Background Fill	Sets the background fill color of the column header.
    	Text	Sets the text style of the column header.
    Row Header	Background Fill	Sets the background fill color of the row header.
    	Text	Sets the text style of the row header.

  • In Time Period, set the time period switch and the default end date value.

    

    Configuration item	Description
    Time Period Switch	Supports switching by Year, Fiscal Year, Quarter, Fiscal Quarter, Month, Week, Day, and also supports Custom Time Granularity periods. Except for custom time granularity periods, other time periods support setting Default Date Display Range. Fiscal Year supports configuring the Fiscal Year Cycle Start Month, which can be selected from January to December, with April as the default. Note The fiscal year cycle start month of the trend analysis table is independent of the fiscal year configuration in the date attribute of the dataset. That is, the fiscal year cycle start month configuration here is not related to the fiscal year configuration of the dataset. Week range definition: When the calculation method is "Regular Calculation", you need to download the function script and run it on the corresponding data source to customize the week range. After running, you can select the week range. Note For information about the data sources that support custom weeks (week start time), see Data source function item list. The Fiscal Year Cycle Start Month of Fiscal Quarter follows the fiscal year cycle configuration.
    Default End Date Value	Sets Display Date Filter and sets the default value. When you select the Display Date Filter check box, the word End Date will appear in the upper right corner of the chart. The End Date Value can be set to T-X, Custom Date, or Associated with Query Condition. T-1: The deadline value is the Xth day counting backward from the current time (Today). The value of X can only be a positive integer. For example, when X is 1 and the current time is 2024-1-16, the deadline displays 2024-1-15. Custom Date: The end date value is customized as needed. Associated with Query Condition: The end date value is associated with the time-type query condition of the current table. When previewing, the corresponding value of the selected query condition will be written into the table end date to improve data viewing efficiency. This is suitable for scenarios such as using query controls to control the data display range of multiple trend/multidimensional analysis tables. The specific rules are: When adding a regular query control to the dashboard, you need to select the associated chart and its date field in Associated Charts and Fields, and the Display Type of the query control needs to be Date Selection. When the Filter Method of the query condition is Range, the Range Type does not support selecting Start From, but other options are available (i.e., it should include a time that can be parsed as an end date). After selection, the end date will take the end date of the range. For example: If the range is set to October 19, 2023 - November 30, 2023, the end date will be November 30, 2023. When the Filter Method of the query condition is Single Day, the end date will take the selected day. For example: If you filter January 1, 2024, the end date will also be January 1, 2024. When you select Associated with Query Condition but do not set which specific query condition to associate with in the drop-down list, the end date is considered to be T-1. That is, if the current date is December 17, 2024, the end date will be December 16, 2024.
    Default Selected Time Period	You can customize the Default Time Period option. The default is the first item on the left.

  • In Auxiliary Display, you can set the Scrollbar Display Method and the Thickness of the Scrollbar.

    • When you set the display method to Show on Mouse Hover, the scrollbar is only displayed when you place your mouse on the table.

    • When you need the scrollbar to be always visible, you can select Always Show.

      

    • When you need to make the scrollbar more noticeable, you can adjust the thickness of the scrollbar.

      

• On the Chart Design tab, click the Analysis tab, and in the Advanced Settings section, configure the data comparison for trend analysis.

  Select the Enable Table Data Comparison check box. The words Year-on-year and Chain Ratio will appear in the upper right corner of the chart.

  

  • Display Type: Supports two types of comparison content: Year-on-year and Chain Ratio.

    Note

    The date fields used in the trend analysis fact table are of day granularity. Therefore, you can configure the Year-on-year and Chain ratio parameters for data of day, week, month, quarter, and year granularities, and custom periods. You can compare data based on your business requirements.

  • Display Content: Supports Difference Percentage and Difference Value.

    • Difference Value = Current period data - Previous period data.

    • Difference Percentage = [(Current period data - Previous period data) / Previous period data] × 100%

    Taking the previous period data (week range 2015-9) and current period data (week range 2015-10) as an example, let's examine the difference value and difference percentage of orders in this range.

    • From the figure below, you can see that the current period data is 6113, the previous period data is 6577, so the difference value is -464 (-464=6113-6577).

      

    • From the figure below, you can see that the current period data is 6231, the previous period data is 8118, so the difference percentage is -7.06% (-7.06%=[(6113-6577)/6577]*100%).

      

  • Display Style: Configure the display colors for positive and negative numbers. You can choose to follow the Global Semantic Color Settings (i.e., follow the settings in Page Settings > Global Style > Semantic Color).

    

Chart Preview Configuration

On the preview page of the trend analysis table, you can adjust the display effect of the table to improve data viewing efficiency and experience.

Configure a Trend Analysis Chart

Click the trend icon on the chart (as shown below) to see the trend analysis chart of the indicator.

You can configure the trend analysis chart in the Pop-up Trend Settings section on the Analysis tab of Chart Design.

Hide Empty Value Columns

When previewing the trend analysis table, if you perform time filtering or other operations, many empty columns may appear (because they do not display data as they are not within the filtered time range). In this case, you can use the hide all empty value columns feature to quickly hide interfering columns. You can choose to Hide Single Column or Hide All Empty Value Columns.

• Hide All Empty Value Columns: Click any column header, and select Hide All Empty Value Columns from the drop-down list. This will batch hide columns that contain only empty values (displayed as '-') based on the cell data already displayed in the table.

  You can click the icon to unhide certain columns, or click the column header again and select Show All Hidden Columns from the drop-down list to unhide all empty value columns.

  

• Hide Single Column: When editing or previewing a trend analysis table, if you temporarily do not want a specific time column to be displayed, you can hide specific columns using the hide column feature. Click the header of the target column you want to hide, and select Hide Column from the drop-down list.

  Click the icon to unhide.

  

Restore Default Filter Fields

Through the field filter panel, you can select the measure indicators that need to be displayed in the trend analysis table as needed. After reselecting fields, if you need to restore the default selected fields, you can click the icon in the upper right corner of the table, or click Restore Default in the upper right corner of the field filter panel to reset the filter fields to the default state.