Quick BI:Field configuration and filtering

Operation

Description

Edit Field Information

Edit the display name and description for a dimension or measure field.

Edit calculation formula

Edit the calculation formula for a new calculated field.

Switch Field Type

You can set the field type to text, date, geographic, numeric, or image. You can also convert a dimension field to a measure field or convert a measure field to a dimension field.

• You can configure the source data format for a date field.

  For example, if the data format for a date field in the source data is 20210101, select YYYYMMDD. This format is used to parse the data to correctly convert the field type.

  If you want to modify the display format of a date field, adjust it through the "Display Format Settings".

• If the desired field is a geographic field such as province or city, and you want to use the field to create a map chart, select the geo type for the field and select the geographic granularity that corresponds to the field.

• Image

  • Image (URL link)

    If the desired field is an image field and you want to use the field to display an image on a dashboard when a cross table, ranking board, or ticker board is generated, select the image type for the field. An image field is saved as an image URL.

    Note

    The image URL link must start with HTTPS. HTTP is not supported.

  • Image (File upload)

    If the desired field is an image field (the image field is stored as an uploaded image file, for example: images uploaded through data filling), this method automatically converts the image file into a type that can be displayed and used in the dataset and subsequent reports.

    See Image upload.

Default Aggregation Method

Specify the default aggregation method. You can specify the default aggregation method only for a measure field.

During dashboard analysis, the aggregation method that you specified in the dataset is used by default.

Display format settings

• Date display format

  Date fields support date display formats. You can configure the default date display format for fields of different date granularities.

  • Day granularity

    • YYYY-MM-DD (Example: 2020-01-06)

    • YYYYMMDD (Example: 20200106)

    • YYYY/MM/DD (Example: 2020/01/06)

    • YYYY Year M Month D Day (Example: 2020 Year 1 Month 6 Day)

    • Chinese YYYY Year M Month D Day (Example: 2020 Year 1 Month 6 Day)

    • MMDD (Example: 0106)

    • MM-DD (Example: 01-06)

    • MM/DD (Example: 01/06)

    • M Month D Day (Example: 1 Month 6 Day)

    • DDMMYY (Example: 06012020)

    • MM/DD/YY (Example: 01/06/2020)

  • Week granularity

    • YYYY-W Week (Example: 2020-02 Week)

    • YYYYMMDD~YYYYMMDD (Example: 20200106~20200112)

    • YYYY/MM/DD~YYYY/MM/DD (Example: 2020/01/06~2020/01/12)

    • YYYY-W Week(MMDD~MMDD) (Example: 2020-02 Week(0106~0112))

    • Chinese YYYY Year W Week (Example: 2020 Year Week 2)

    • MM/DD~MM/DD (Example: 01/06~01/12)

    • MMDD~MMDD (Example: 0106~0112)

  • Month granularity

    • YYYY-MM (Example: 2020-01)

    • YYYYMM (Example: 202001)

    • YYYY/MM (Example: 2020/01)

    • YYYY Year M Month (Example: 2020 Year 1 Month)

    • Chinese YYYY Year M Month (Example: 2020 Year 1 Month)

    • M Month (Example: 1 Month)

  • Quarter granularity

    • YYYY-Q Quarter (Example: 2020-01 Quarter)

    • YYYYQ (Example: 2020Q1)

    • YYYY Year Q Quarter (Example: 2020 Year 1 Quarter)

    • Chinese YYYY Year Q Quarter (Example: 2020 Year Quarter 1)

    • FYYYYY-Q (Example: FY2020-Q1)

    • YYYY Fiscal Year Q (Example: 2020 Fiscal Year Q1)

    • YYYY Fiscal Year Q Quarter (Example: 2020 Fiscal Year First Quarter)

  • Year granularity

    • YYYY (Example: 2020)

    • YYYY Year (Example: 2020)

    • Chinese YYYY Year (Example: 2020 Year)

    • FYYYYY (Example: FY2020)

    • YYYY Fiscal Year (Example: 2020 Fiscal Year)

• Null value display style

  You can set the display style for null values or empty strings in dimension fields.

  • Null value:

    • Display as '-'

    • Display as '{Empty}'

    • Display as 'null'

    • Custom

  • String:

    • Display as '-'

    • Display as '{Empty String}'

    • Display as 'null'

    • Custom

  • You can set the display style for null values in measure fields.

    • Display as '-'

    • Display as 'null'

    • N/A

    • Custom

• Numeric display format

  You can set the numeric display format for measure fields.

  • Automatic configuration

  • Integer

  • 1 Decimal Place

  • 2 Decimal Places

  • Percentage

  • 1 Decimal Place (Percentage)

  • 2 Decimal Places (Percentage)

  • Custom

    You can customize the data display format as numeric, percentage, or manually input.

    

Date properties

Date fields support the Gregorian calendar year and fiscal years.

When you select Fiscal Year, you can select which month the fiscal year starts in.

• Fiscal year starts in

  You can select which month the fiscal year starts in based on your actual needs.

  

  Note

  • For example, if you set the fiscal year starts in April, then April 1, 2023 to March 31, 2024 is FY24. In this case, the calculation logic for year-over-year, quarter-over-quarter, and quarter-over-year comparisons differs from that of the Gregorian calendar year. For more information, see Period-over-period comparison.

  • The fiscal year number is consistent with the Gregorian calendar year in which the end date falls.

    • If the fiscal year starts in January: January 2024 to December 2024 is fiscal year 2024, FY24

    • If the fiscal year starts in February: February 2024 to January 2025 is fiscal year 2025, FY25

• Week starts on

  Note

  For data sources that support custom weeks (week start time), see Data Source Function Item List.

  You can select which day of the week the week starts on based on your actual needs.

  Click Register Function to automatically register date functions.

  • If you do not have "write" permission for the database, you cannot use the automatic Register Function feature. You can try to manually download the function script and run it on the corresponding data source.

  • Data sources such as MaxCompute, Presto, Hive, and Apache Doris do not support automatic registration. You need to manually download the function script and run it on the corresponding data source.

Synchronize Date Granularity

Synchronize only date fields.

Sort

Set the default sorting method to no sorting, ascending, descending, or custom.

During dashboard analysis, the sorting method that is configured in the dataset is used by default.

Create

• Create Calculated Field

  If the data that you want to analyze needs to be processed based on the source data, instead of being obtained from a data table, you can create a calculated field. For more information, see Create Calculated Field.

• Create Group Dimension

  Group dimensions are used in scenarios in which dimension values are grouped. For example, you can divide the age field into minor, youth, middle-aged, and elderly groups to view the vaccination status of people of each age group. For more information, see Group dimension.

• Create Hierarchy

  Create a hierarchy based on the current dimension. You can create a hierarchy only for a dimension field.

  For example, you can configure the province, city, and district fields as a hierarchy. After you create a hierarchy, the system automatically drills down through data based on the hierarchy when you configure and drill down through data on a dashboard. For more information about drill-down operations, see Drill down.

Copy

Copy a field. The name of the duplicate dimension ends with _Duplicate.

Move To

Quickly move a dimension to an existing hierarchy or a folder.

Convert to aggregated/non-aggregated

New calculated fields of the measure type can be converted to be aggregated or non-aggregated.

• If you convert the field to be non-aggregated, a default aggregate function, such as SUM, is used in the report. The calculation is performed based on the dimensions specified in the report.

• If you convert the field to be aggregated, you cannot specify an aggregation method in the report. This means no other aggregate functions are applied when the field is used.

Delete

Delete a field.

If you want to retrieve a field that you deleted, you can click the table on the canvas and select the field in the right-side panel to add the field.

Hide

In the field list area or data preview area, hover over the target field and click the icon to hide the field.

Hide a field. After a field in a dataset is hidden, the field does not appear when you select the dataset for analysis on a dashboard or in a workbook. If you want to display the target field, you can click the icon in the field list area to unhide it.

You can choose whether to display hidden fields on the dataset editing page as needed:

• By default, this option is selected, and hidden fields are not displayed in the data preview.

• After you deselect this option, hidden fields are displayed in the data preview interface.

  

Select Fields And Drag To Adjust Order

You can drag one or more fields to adjust their order or move them to other folders.