Quick BI:Field Configuration and Filtering

Actions

Description

Edit field information

Modify the display name and description for a dimension or measure.

Edit formula

You can edit the formula for a newly created calculated field.

Switch field type

You can set the field type to Text, Date, Geo, Number, or Image. You can also convert a dimension field to a measure, or a measure field to a dimension.

• For date fields, you can configure the source data format.

  For example, if your source data is in the format 20210101, select YYYYMMDD. Selecting the correct format ensures proper data parsing and type conversion.

  To change the display format of a date field, use the Display format settings.

• If a field contains geographic data, such as provinces or cities, and you plan to use it in map charts, set the field type to Geo and select the appropriate geographic granularity.

• Image

  • Image (URL)

    If a field contains image URLs and you want to display the images in dashboard components such as pivot tables, leaderboards, or scorecards, set the field type to Image.

    Note

    Image URLs must begin with HTTPS. HTTP is not supported.

  • Image (File Upload)

    If a field corresponds to uploaded image files, such as images uploaded through a data entry form, the system automatically converts these files into a displayable format for use in datasets and reports.

    For more information, see Image Upload.

Default aggregation method

You can configure a default aggregation method only for measure fields.

When analyzing data in a dashboard, dashboards use the default aggregation method configured in the dataset.

Display format settings

• Date display format

  You can set a display format for date fields, and a default format for each date granularity.

  • Day

    • YYYY-MM-DD (Example:2020-01-06)

    • YYYYMMDD (Example:20200106)

    • YYYY/MM/DD (Example:2020/01/06)

    • MMDD (Example:0106)

    • MM-DD (Example:01-06)

    • MM/DD (Example:01/06)

    • DDMMYYYY (Example:06012020)

    • MM/DD/YYYY (Example:01/06/2020)

  • Week

    • YYYY[W]W (Example:2020-W2)

    • YYYYMMDD～YYYYMMDD (Example:20200106～20200112)

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

    • YYYY[W]W(MMDD～MMDD) (Example:2020W02(0106～0112))

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

    • MMDD～MMDD (Example:0106～0112)

  • Month

    • YYYY-MM (Example:2020-01)

    • YYYYMM (Example:202001)

    • YYYY/MM (Example:2020/01)

  • Quarter

    • YYYYQ (Example: 2020Q1)

    • FYYYYY-Q (Example: FY2020-Q1)

  • Year

    • YYYY (Example: 2020)

    • FYYYYY (Example: FY2020)

• Null value display style

  For dimension fields, you can set the display style for null values or empty strings.

  • Null Value:

    • Display as '-'

    • Display as '{Empty}'

    • Display as 'null'

    • Custom

  • Empty String:

    • Display as '-'

    • Display as '{Empty String}'

    • Display as 'null'

    • Custom

  • For measure fields, you can set the display style for null values.

    • Display as '-'

    • Display as 'null'

    • Do Not Display

    • Custom

• Numeric display format

  For measure fields, you can set the numeric display format.

  • Auto

  • Integer

  • 1 decimal place

  • 2 decimal places

  • Percentage

  • Percentage with 1 decimal place

  • Percentage with 2 decimal places

  • Custom

    You can define a custom display format as a Number, Percentage, or through Manual Input.

    

Date properties

Date fields support both the standard Calendar Year and a custom Fiscal Year.

When you select Fiscal Year, you can specify the month the Fiscal Year Starts In.

• Fiscal Year Starts In

  You can select the starting month of the fiscal year based on your business requirements.

  

  Note

  • For example, if you set the Fiscal Year Starts In to April, the period from April 1, 2023, to March 31, 2024, is considered fiscal year 2024 (FY24). The calculation logic for year-over-year and month-over-month comparisons will differ from the standard calendar year. For more information, see year-over-year and month-over-month comparison.

  • The fiscal year number corresponds to the calendar year in which it ends.

    • 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 a list of data sources that support custom week start times, see Data Source Feature List.

  You can select the day on which the week starts as needed.

  Click Register Function to automatically register the necessary date functions.

  • If you do not have write permissions for the database, you cannot use the automatic Register Function feature. Instead, you can Download Script Manually and run it on the data source.

  • Data sources such as MaxCompute, Presto, Hive, and Apache Doris do not support automatic registration. You must Download Script Manually and run the script on the data source.

Sync date granularity

This feature is only available for date fields.

Sort

Set the default sort order to No Sorting, Ascending, Descending, or Custom.

When analyzing data in a dashboard, dashboards use the default sort order configured in the dataset.

New

• New calculated field

  If the data you need for analysis is not in your data tables, create a calculated field to derive it from existing data. For more information, see Create a calculated field.

• New group dimension

  Use group dimensions to group dimension values. For example, you can group an 'age' field into categories like 'underage', 'youth', 'middle-aged', and 'senior' to analyze vaccination rates for each age group. For more information, see Group Dimensions.

• New hierarchy

  You can only create a hierarchy from a dimension field.

  A hierarchy defines a parent-child relationship between fields, such as Province, City, and District. You can group these fields into a hierarchy to enable automatic drill down in a dashboard. For more information, see Drill Down.

Copy

Creates a copy of a field. The name of the new field is automatically appended with "copy".

Move to

Moves a dimension into an existing hierarchy or folder.

Convert to aggregated/non-aggregated

A newly created calculated field of the measure type can be converted to aggregated or non-aggregated.

• After you convert it to non-aggregated, the report automatically wraps it with a default aggregation function (such as SUM) and calculates it based on the specified dimensions.

• After you convert it to aggregated, you cannot specify an aggregation method in reports. When you use the field in a report, it is used as-is without further aggregation.

Delete

Deletes the field.

If you need to restore a deleted field, you can click the table on the canvas, then select and add the field back from the panel on the right.

Hide

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

After a field is hidden, it does not appear in analysis tools like dashboards or spreadsheets that use this dataset. To show the field again, click the icon in the field list area.

You can choose whether to display hidden fields on the dataset edit page:

• By default, this option is selected, hiding fields from the data preview area.

• If you clear the selection, hidden fields appear in the data preview area.

  

Drag to reorder fields

You can drag one or more fields to reorder them or move them into a folder.