Quick BI:Field Configuration

Actions

Description

Edit field information

Modify the display names and descriptions for dimensions or measures.

• Original Field Name: The display name of the field.

• Field Description: A description of the field. It supports both Text and Link formats.

  • In Text format, you can enter descriptive text.

  • In Link format, you can configure the Link Text and URL.

    Once configured, you can click the icon next to the field in charts that use this dataset to open the URL.

    

    Note

    Field descriptions from the dataset sync to charts in dashboards only if the Auto-sync field descriptions to data products option is enabled in the workspace settings.

    

Edit calculation formula

You can edit the calculation formula for new calculated fields.

Change field type

You can set the field type to Text, Date, Geographic, Number, or Image. You can also convert a dimension field to a measure field, and vice versa.

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

  For example, if your source data is in the format20210101, selectYYYYMMDD. This setting ensures the data is parsed correctly during field type conversion.

  To change the display format of a Date field, use the Display Format Settings.

• If a field contains geographic data (such as a province or city) that you plan to use for map charts, set the appropriate geographic granularity.

• Image

  • Image (URL)

    If the target field contains image URLs and you want to display the images in a crosstab, leaderboard, or card on a dashboard, set the field type to Image.

    Note

    Image URLs must start withhttps://.http:// is not supported.

  • Image (File Upload)

    If the target field stores uploaded image files (for example, images uploaded through data entry), setting the type to Image (File Upload) converts the files into a displayable format for use in the dataset and reports.

    For more information, see Image Upload.

Default aggregation method

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

The aggregation method configured here becomes the default for this field in dashboards.

Display format settings

• Date display format

  For Date fields, you can set a default date display format for each date granularity.

  • Day granularity

    • YYYY-MM-DD (e.g., 2020-01-06)

    • YYYYMMDD (e.g., 20200106)

    • YYYY/MM/DD (e.g., 2020/01/06)

    • YYYY-MM-DD (Example: January 6, 2020)

    • Chinese YYYY year M month D day (Example: January 6, 2020)

    • MMDD (e.g., 0106)

    • MM-DD (e.g., 01-06)

    • MM/DD (e.g., 01/06)

    • M/D (For example: 1/6)

    • DDMMYY (e.g., 06012020)

    • MM/DD/YY (e.g., 01/06/2020)

  • Week granularity

    • YYYY-WW (For example: 2020-02)

    • YYYYMMDD~YYYYMMDD (e.g., 20200106~20200112)

    • YYYY/MM/DD~YYYY/MM/DD (e.g., 2020/01/06~2020/01/12)

    • YYYY-Week W (MMDD~MMDD) (e.g., 2020-Week 02 (0106~0112))

    • Year YYYY, Week W (Chinese) (e.g., Year 2020, Week 2)

    • MM/DD~MM/DD (e.g., 01/06~01/12)

    • MMDD~MMDD (e.g., 0106~0112)

  • Month granularity

    • YYYY-MM (e.g., 2020-01)

    • YYYYMM (e.g., 202001)

    • YYYY/MM (e.g., 2020/01)

    • YYYY-MM (e.g., 2020-01)

    • Chinese Month YYYY (e.g., January 2020)

    • Month M (e.g., January)

  • Quarter granularity

    • YYYY-Q Quarter (e.g., 2020-01)

    • YYYYQ (e.g., 2020Q1)

    • YYYY, Quarter Q (e.g., 2020, Quarter 1)

    • Q<Quarter> YYYY (For example: Q1 2020)

    • FYYYYY-Q (e.g., FY2020-Q1)

    • YYYY fiscal year Q (e.g., 2020 fiscal year Q1)

    • fiscal year YYYY, quarter Q (e.g., fiscal year 2020, quarter 1)

  • Year granularity

    • YYYY (e.g., 2020)

    • YYYY (Example: 2020)

    • Chinese year in YYYY format (e.g., Year 2020)

    • FYYYYY (e.g., FY2020)

    • YYYY fiscal year (e.g., 2020 fiscal year)

• 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 '{Null}'

    • 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

  You can set the numeric display format for measure fields.

  • Auto

  • Integer

  • 1 decimal place

  • 2 decimal places

  • Percentage

  • Percentage (1 decimal place)

  • Percentage (2 decimal places)

  • Custom

    You can set a custom data display format as a number, percentage, or by manual input.

    

Date properties

Date fields support both the calendar year and fiscal year.

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

• Fiscal year starts in

  You can select the starting month of the fiscal year.

  

  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 FY24. In this case, the calculation logic for year-over-year, quarter-over-quarter, and quarter-over-year comparisons differs from the calendar year. For more information, see Period-over-period comparisons.

  • 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 a custom start of the week, see List of advanced features supported by data sources.

  You can select the starting day of the week.

  Click Register Function to automatically register the date functions.

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

Sync date granularity

This feature only supports syncing Date fields.

Sort

Set the default sort order to none, ascending, descending, or custom.

The sort order configured here becomes the default for this field in dashboards.

Geographic data matching

When the field type is a Geographic field and the granularity is continent, country, region, province / municipality, city, or district / county, you can configure Geographic Data Matching.

• In the drop-down list for the original data column, select the geographic value you want to match and then select the target location. For example, match "Shanghai" to "Shanghai (Asia/China/East China)".

  Note

  You can only match to standard geographic names at the granularity selected for the current field.

  

• Click the icon in the upper-right corner to continue to Add geographic data configurations.

• Click the Batch Add button, enter the geographic data, and then click Recognize and Add to batch add them.

  Note

  Enter one item per line. You can add up to 200 items. Duplicates and already-added items are automatically filtered out during recognition.

  

• Click the icon next to the matched location to filter by Unmatched Data and Matched Data.

  

• Click the icon on the right to delete a specific match.

  You can also select multiple matches to perform a batch delete.

  

• Click Save to complete the geographic data matching configuration.

New

• New calculated field

  Create a calculated field when you need to process existing data to get the values required for your analysis. For more information, see Create a calculated field.

• New group dimension

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

• New hierarchy

  You can create hierarchies only from dimension fields.

  A hierarchy consists of multiple levels. For example, you can set Province, City, and District as a hierarchy. When you configure drill down in a dashboard, the drill down will automatically follow the hierarchy. For more information about the drill down operation, see Drill.

Duplicate

Duplicates a field. The new field is automatically named with a "copy" suffix.

Move to

Moves a dimension into an existing hierarchy or folder.

Convert to aggregated/non-aggregated

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

• Non-aggregated fields are automatically wrapped with a default aggregation function (such as the SUM function) in reports and calculated based on the dimensions specified in the report.

• For aggregated fields, the aggregation method is fixed and cannot be changed in reports.

Delete

Deletes the field.

To restore a deleted field, you can click the table on the canvas and re-add it from the panel on the right.

Hide

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

Hidden fields do not appear in analysis features such as dashboards or spreadsheets that use this dataset. To show a hidden field, click its icon in the field list.

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

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

• If you clear the checkbox, hidden fields are displayed in the data preview interface.

  

Drag to reorder selected fields

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