Create a Workbook

Insert a Dataset Table

1. On the workbook editing page, click Dataset > Dataset Table on the toolbar.

2. In the Data pane, click Select Dataset and choose a dataset. The fields sync to the Dimensions and Measures areas.

3. On the Field tab, select a display mode for the dataset table: Aggregation or Detail.

   • Aggregation: Aggregates the values of measure fields based on dimensions. For example, you can sum the order amounts by region to display the total sales for each region.

   • Detail: Displays each record from the raw data without any aggregation. For example, you can show each individual order amount for every region.

4. Select the required dimension and measure fields to add data to the workbook.

   In Aggregation mode, configure fields using one of these methods:

   • Method 1: Add dimension fields to the Rows area and measure fields to the Columns area.

     1. On the Field tab, select the required dimension and measure fields:

        • In the Dimensions list, double-click or drag Province, Product Type, and Product Package to the Rows area.

        • From the Measures list, double-click or drag Order Amount, Shipping Cost, and Profit Amount to the Columns area.

     2. Click Update. The workbook automatically updates.

   • Method 2: Add dimension fields to the Rows area and both measure and dimension fields to the Columns area.

     1. On the Field tab, select the required dimension and measure fields:

        • From the Dimensions list, double-click or drag Province to the Rows area.

        • From the Dimensions list, drag Product Type to the Columns area.

        • From the Measures list, double-click or drag Order Amount, Shipping Cost, and Profit Amount to the Columns area.

     2. Click Update. The workbook updates automatically.

   • Method 3: Add measure fields to the Rows area and dimension fields to the Columns area.

     1. On the Field tab, select the required dimension and measure fields:

        • Drag Product Type from the Dimensions list to the Columns area.

        • From the Measures list, drag Order Amount, Shipping Cost, and Profit Amount to the Rows area.

     2. Click Update. The workbook updates automatically.

   In Detail mode, dimension and measure fields are intermixed. Drag fields to reorder them.

5. Configure the format of the fields.

   Configuration item	Description
   Date display format	Default: Auto. Supported formats include YYYY-MM-DD, YYYYMMDD, YYYY/MM/DD, YYYY Year M Month D Day, MMDD, MM-DD, MM/DD, M Month D Day, and DDMMYYYY. Note You can set the date display format only for date fields.
   Alignment	Default: Auto. Supported alignments: Align Left, Align Center, and Align Right.
   Sort	Default: No sorting. Supported options: Ascending, Descending, Ascending within Group, Descending within Group, Advanced Sort, Custom Sort, and Field Sort. Note Advanced sort is supported only for measure fields. Custom sort and field sort are supported only for dimension fields.
   Field display content	Set a display name.
   Data display format	Default: Auto. Supported formats: Integer, 1 decimal place, 2 decimal places, Percentage, Percentage with 1 decimal place, Percentage with 2 decimal places, and Custom. Note You can set the data display format only for measure fields. If you select Custom and set the format type to Numeric or Percentage, you can set the format for negative numbers to -1234 or (1234). You can also select Use thousands separator.
   Aggregation method	Supported methods: Sum, Average, Count, Distinct Count, Maximum, Minimum, Population Standard Deviation, Sample Standard Deviation, Population Variance, Sample Variance, and Last Day. Note You can set the data display format for measure fields only.
   Advanced calculation	Configure Date Accumulation, Percentage, Ranking, and YoY and MoM Comparison. Note You can set advanced calculations only for measure fields.
   Null value display style	Dimension fields support setting the display style for null values or empty strings. Null value: Auto: Follows the dataset configuration. Display as '-' Display as '{Empty}' Display as 'null' Custom String: Auto: Follows the dataset configuration. Display as '-' Display as '{Empty String}' Display as 'null' Custom Measure fields support setting the display style for null values. Auto: Follows the dataset configuration. Display as '-' Display as 'null' Do not display Custom Note Custom null values can contain only letters, numbers, underscores (_), slashes (/), backslashes (\), vertical bars (|), parentheses (()), and brackets ([]), and must be no more than 150 characters long.

6. To filter data, drag a field to the Filters area and click the icon to configure it. Field filtering.

7. Click Save.

   Note

   The Save Workbook dialog box appears only the first time you save a workbook.

   Name	Description
   Name	The name of the workbook.
   Location	The location where the workbook is stored.

8. Click OK to create the workbook.

   Note

   Workbooks support Excel-like auto-sum. Select data cells to view the sum.

   

Insert Freestyle Cells

1. (Optional) Set up the report format for your business scenario before inserting freestyle cells.

Note

Merge cells before dragging fields. You cannot merge cells after fields are added.

2. On the workbook editing page, click ① Dataset > ② Freestyle Cell.

3. In the data pane, click Select Dataset and choose a dataset.

4. Select dimension and measure fields, then double-click or drag them to the editing area.

5. Configure the Aggregation Method, Advanced Calculation, Association, and Delete settings for fields.

   1. Hover over the left side of a measure and click the icon to open the Aggregation Method settings.

   2. Measure fields support multiple aggregation methods, such as sum, average, count, distinct count, maximum, and minimum.

   3. Hover over the left side of a measure and click the icon to open the Advanced Calculation settings.

   4. Advanced calculations support date accumulation, percentage, ranking, and year-over-year (YoY) and month-over-month (MoM) comparisons.

      

      Configuration item	Description
      Date accumulation	Calculates the sum from the start date to the current date. Date accumulation.
      Percentage	Set the percentage format.
      Ranking	Supports ascending or descending order. Data ranking.
      YoY and MoM comparison	Set YoY and MoM comparisons. YoY and MoM comparison.

   5. You can set associations for fields.

      • Click Associate to enter Association Mode.

      • Hover over the Confirm Association button to switch between Aggregation and Detail data.

      • Click Confirm Association. The association is created. In this example, Order Date (year) is associated with Order Quantity, Order Amount, and Profit Amount.

      • You can also click Cancel Association to remove the association.

   6. You can delete unnecessary fields.

      Note

      • For dimension fields, you can set associations or delete them.

      • For measure fields, you can set aggregation methods, set associations, or delete them.

6. (Optional) Based on your business scenario, you can add query controls. In this example, two query conditions are added: Year and Region.

7. Click Update to refresh the workbook.

8. Click Save.

9. Create a card view.