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Quick BI:Configure Chart Fields

Last Updated:May 13, 2024

This topic describes how to configure the fields, style, and analysis options of a chart in a dashboard.

On the Fields tab of the dashboard edit page, you can add dimensions and measures to the dashboard, and configure the chart style and analysis settings.

Note

Different data source fields and chart types may cause differences when you set chart data. The field types, chart styles, and analysis options are different from those described in this section. For more information, see the actual environment.

Configure chart fields

Configure measure fields

Take the order quantity field as an example. Configure the measure field:

  1. Move the pointer over the field and click the 1 icon.

    image

  2. Configure the following parameters based on your business requirements:

    image

    • Aggregation Method: Sum, Average, Count, Deduplication, Maximum, Minimum, Median, Percentile, Overall Standard Deviation, Sample Standard Deviation, Overall Variance, Sample Variance, Start Time, and End Time.

      The following scenarios are available for the special aggregation method "start time point /last time point":

      • Start Time /Last Time:

        • If you want to view the Opening Inventory Quantity and Ending Inventory Quantity of each month when you analyze the inventory quantity of each month, you can set the Aggregation Method parameter to Start Time and Last Time.

          image..png

        • If you want to query the order amount of a specified period in a specified period in the query widget, you can view the amount at the Start Time and Period-end Inventory Amount of the specified period. You can set the aggregation method to Start Time and Last Time as follows:

          image..png

        • When you analyze the inventory quantity of different product types in each region, you need to view the inventory quantity at the order last point in time in the Inventory field. You can set the aggregation method to last point in time as follows:

          image..png

        The following table describes the aggregation methods supported by different types of data sources.

        Data source

        Aggregation Method

        All types of data sources that can connect to Quick BI

        Sum, Average, Count, Count, Maximum, Minimum, Start Time, and Last Time.

        MySQL, Vertica, SAP IQ (formerly known as Sybase IQ), SQL Server, Presto, Postgres Plus Advanced Server (PPAS), PostgreSQL, Oracle, MaxCompute, Hive, SAP HANA, AnalyticDB for PostgreSQL, GBase, IBM DB2 for LUW, Clivia, ClickHouse, and AnalyticDB for MySQL V2.0

        Population Standard Deviation, Sample Standard Deviation, Population Variance, and Sample Variance

        Hbase

        Population Standard Deviation

        SAP IQ(Sybase IQ), Oracle, MaxCompute, SAP HANA, and IBM DB2 LUW

        Median

        SAP IQ(Sybase IQ), Oracle, MaxCompute, SAP HANA, and IBM DB2 LUW

        Percentile

    • Same-as-you-go: The value varies with the dimension field. For more information, see Same-as-you-go.

    • Advanced Computing

      • Cumulative Calculation: calculates the sum of data from the initial date to the current date. For more information about how to configure cumulative calculation, see Cumulative calculation.

        Note
        • The Comparison option is not supported for measures.

        • Cumulative calculation is supported only for measures marked with SUM, such as 求和指标.

        • Cumulative calculation is supported only when the dimension contains one date field and the time granularity of the date field is year, quarter, month, week, or day.

      • Percentage

        • % of Grand Total

        • % of Column Grand Total

        • % of Row Grand Total

        • % of Parent Column Grand Total

        • % of Parent Row Grand Total

        Percentage is supported only in cross tables. For more information, see Cross table (new version).

      • Ranking

        • Ascend

        • Descend

        • None

        Ranking is supported in ranking boards and cross tables. For more information, see Data ranking.

      • None

    • Data Display Format

      • automatic

      • Integer

      • 1 Decimal Place

      • 2 Decimal Places

      • Percentage

      • 1 Decimal Place (Percentage)

      • 2 Decimal Places (Percentage)

      • Custom

        Custom data format supports automatic adaptation, numerical value, percentage, and manual input. When the format type is numeric or percentage, the format of negative number is -1234 or (1234) and use thousands separator delimiter is supported. The specific settings are as follows:

        Format Type

        Parameter

        Description

        Automatic adaptation

        Adaptation mode

        Chinese, Traditional, and English are supported.

        N/A

        Decimal Places

        Default value: None. You can set the decimal number to 1, 2, 3, 4, or 5.

        Magnitude

        The default value is none. You can set thousands, tens, millions, tens, billions, k, k, m, mn, and bn.

        Note

        K and k are thousands; M and mn are millions; bn is billions.

        negative number

        You can set the format of negative numbers to -1234 or (1234).

        Use thousands separator separator

        You can select Use thousands separator Separator.

        Percentage

        Decimal Places

        Default value: None. You can set the decimal number to 1, 2, 3, 4, or 5.

        negative number

        You can set the format of negative numbers to -1234 or (1234).

        Use thousands separator separator

        You can select Use thousands separator Separator.

        Configure certificates

        Adaptation mode

        Manually enter the adaptation method, for example, #,## 0.00%.

  • Rename

  • Sorting

    • Unsort

    • Ascend

    • Descend

  • Delete the measure field.

    Move the pointer over the field and click the 1 icon.

  • Field Display Content: Set the display name and description of the field.

Configure dimension fields

Text fields

This example shows how to configure the product_type field as a dimension field.

  1. Move the pointer over the field and click the 2 icon.

    image

  2. Configure the Sort parameter based on your business requirements. Valid values:

    • Unsort

    • Ascend

    • Descend

    • Custom

      If you select Custom, you can drag a field to a specified area.

      自定义排序

  3. Drill down the dimension field.

    Move the pointer over the field and click the 3 icon.

  4. Delete the dimension field.

    Move the pointer over the field and click the 2 icon.

Date fields

If you configure a date field as a dimension field, you can also specify the date display format for the field. In this example, the order_date(day) field is used.

  1. Move the pointer over the field and configure the date display format for the field by following instructions shown in the following figure.

    image

    Configuration effect

    32.gif