Quick BI:Configure Parameters on the Data Tab

Chart Data Area Introduction

• ① Batch configure field styles

• ② Filter data

• ③ Refresh data at a scheduled time

• ④ Set data display results

• ⑤ Create a calculated field

• ⑥ Create a group dimension

• ⑦ Create a placeholder

• ⑧ Copy to dimension

• Edit a dataset

• Switch datasets

• Create a dataset

Batch configure field styles

You can configure multiple fields at a time to create charts in an efficient manner.

Set Filter

Filters are used to filter data. If the amount of data that you want to analyze is large, you can configure a filter and specify a filter range to filter data. This ensures data accuracy. You can filter data of the string, numeric, and date types.

Filter data of the string type

You can configure a filter to filter municipalities from the province field.

The following example shows how to filter provinces:

1. In the Filter section, click the icon next to the province field and set the filter scope.

2. Configure the filter based on your business requirements.

   Parameter/Option	Operation	Example
   Filtering Method	Valid values: Filter by Condition and Filter by Enumeration.	By Enumeration
   Conditional form	Value values: Single Condition, OR, and AND. Note You need to configure Conditional Form only when Filter Method is set to By Condition.	N/A
   inquiry mode	Valid values: Single choice and Multiple choice. Note You need to configure Query Mode only when Filter Method is set to By Enumeration.	N/A
   Filter Conditions	You can set the filter condition based on your business requirements.	Shanghai, Tianjin, Beijing, Chongqing

3. When you set Filter Condition, you can click Quick input to enter the required fields.

   Alternatively, add the required fields from the list, as shown in the following figure.

   In the Fields dialog box, perform the following operations:

   • Enter a keyword in the search box and click the keyword to add the field value to the Added list on the right.

   • Click Add All Field Values to add all field values to the Added section.

   • Select a field value on the left and add the selected field value to the Added list on the right.

   • Select Exclude at the bottom of the Added section to exclude the selected field names from the Added section.

   • Click Clear to clear the Added section.

4. Click OK.

5. Click Update. The system redraws the chart based on the filter settings.

Filter data of the numeric type

You can set a filter range in the filter. For example, you can set the range of order quantity between 50000 and 100000, so that the chart will display data according to the range you set.

Filter order quantity

1. In the Filter section, click the icon on the right side of the Order Quantity field to specify the filter range.

2. In the Set Filter dialog box, configure a filter condition. For example, you can set Filter Condition to >(Greater than), <(Less than), or =(Equal to).

3. Click OK.

4. Click Update. The system redraws the chart based on the filter settings.

Date

You can configure a filter to filter data within a specified period of time. For example, the order quantity and profit amount in February 2010 are screened out.

To filter order dates (month)

1. In the Filter section, click the icon to the right of the Order Date (month) field and set the filter range.

2. Configure the filter based on your business requirements.

   Parameter/Option	Operation	Example
   Filtering Method	A single month and a monthly interval are supported.	Per Month
   Interval Type	Valid values: Start At, End At, and Time Interval. Note This parameter is required only if you set the Filter Method parameter to Month Interval.	N/A
   Filter Conditions	You can select Relative Time or Exact Time.	Exact Time

3. Click OK.

4. Click Update. The system redraws the chart based on the filter settings.

Refresh data at regular intervals

Set data to show results

create a calculated field

For more information, see Create a calculated field.

Create a group dimension

For more information, see Create a group dimension.

New Placeholder

Click Create Placeholder to create a placeholder.

For more information, see Placeholder.

Copy to Dimension

edit-datasets

Click the chart and edit the dataset. You can preview the dataset, edit the dataset, and replace the current dataset.

Change the dataset

Click the switch box to switch between the used dataset and all datasets, and clear field configurations.

Create a dataset

Click Create Dataset to go to the Create Dataset page. For more information, see Create and manage datasets.