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Quick BI:Filter Interaction UI

Last Updated:Sep 26, 2023

Quick BI supports the drilling feature, filter interaction feature, and hyperlink feature for multi-dimensional data analysis. This topic describes the scenarios and how to use the interaction.

Scenarios

When you view company sales dashboard data, you can use Quick BI to link charts. If you select the East China region for a chart, other charts in the dashboard automatically display data related to the East China region.

Application effect diagram

When you click East China in the Regional Order Sales section, Regional Order Quantity Overview and Product Sales Details display data in the East China region. When you click Intermediate Order Level in the Regional Order Quantity Overview section, Regional order sales and Product sales details are displayed together with the data of intermediate order levels in the East China region.

自动联动效果

Configure automatic linkage

In Auto-Linked mode, charts that use the same dataset in a dashboard are automatically linked.

Description

On the Company Data page of the dashboard, click Page Settings. On the Advanced page, click the Linkage Control tab and turn on Automatic Linkage, as shown in the following figure.

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Enable automatic linkage

  1. After this feature is enabled, all charts in the same dataset in the dashboard are automatically associated with each other. For example, when you click East China in the Regional Order Sales section, the charts in the East China section are automatically associated with each other.

  2. In the Linkage Filter section on the right, you can view the linkage information in the Regional Order Sales table.

    image.png

    In addition, you can also perform operations on the hover linkage filter box and click in the upper right corner. image..pngIcon can be fixed filter Panel to the right of the report, click image..pngthe icon is disarm fixed, the panel returns to the suspended state.

    联动筛选面板..gifTo adjust the position of the hover-click filter box, move the pointer over the image..pngicon and drag it. If you need to adjust the size of the hover linkage filter box, drag the border to adjust it.

    拖拽联动筛选面板..gif

Two-way linkage

  1. If you want to view the data of technical products in the South China region in the Regional Order Sales section, you can click the Technical Product type of the Product Type Distribution section. In this case, you can view the linkage status of the two charts in the Linkage Filter panel. The following table provides the details.

    双向联动
  2. In this case, you can view the linkage status of the two charts in the Linkage Filter panel.

    image

Custom configuration in automatic linkage

If automatic linkage is enabled and the Area field is associated with the chart, you can configure the parameters in the Linkage Configuration dialog box if you need to associate the Area Order Sales Other Fields.

  1. Click the Analysis tab. In the Data Interaction section, click the Pen icon next to Interaction.

    image
  2. If you set the Automatic Linkage parameter to Dataset, you can configure the linkage conditions for charts in the same dataset by default. In the dialog box that appears, you can click Click to Unlock to perform other operations.

    Important

    After the link is unlocked, the automatic linkage is canceled. If you have configured manual linkage before, the previous manual configuration is restored.

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  3. After the chart is unlocked, you can select the chart, click the imageicon next to the chart, and then click OK.

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  4. If a dashboard contains many charts, you can enter a chart name in the search box in the upper-right corner to search for the chart.

    image

Configure manual linkage

If automatic linkage is disabled, you can configure the linkage settings for a chart in the Linkage Settings dialog box.

  1. On the Analysis tab corresponding to Regional Order Sales, click the Pen icon next to Interaction.

    image
  2. On the Chart Interaction Settings page, you can associate charts with the same dataset or different datasets as needed.

Same dataset

If the charts that you want to associate belong to the same dataset, configure them on the Same Dataset tab. For example, select Regional order quantity overview and click OK.

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Different datasets

If you want to associate charts with different datasets, configure the field mapping rules on the Different Datasets tab.

  1. Select a dataset and click Add field mapping Rule.

    image
  2. You can customize the Mapping Field Name (①) and click Save (②). To configure the field mapping relationship between datasets after saving, you need to select the fields in the current chart dataset and the fields in the linked chart dataset. Select the chart to which you want to apply the mapping. Click OK in the lower-right corner to complete the configuration. The following figure shows the configuration.

    image

carrying conditions

If the dashboard is configured with the Query Controls parameter, you can select the query conditions that you want to add to the dashboard in the Carrying Conditions section. For example, if you set the Region parameter to East China, you can select this parameter.

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Configuration effect

When you click East China in the Regional Order Sales section, the Regional Order Data Overview section of the Same Dataset section displays the data in the East China section. The cross table section of the Different Datasets section also displays the data in the East China section.

手动联动

Disable filter interaction

You can use one of the following methods to cancel the interaction:

Linkage Filter Box

If you want to cancel an item in the Filter dialog box, click the imageicon in the upper-right corner of the panel. To clear and delete all linkage settings, click Clear and Close.

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Operations within a chart

  • You can click the imageicon in the upper-left corner of the chart to Unlink.

    image
  • You can also click a blank area in the chart to cancel the linkage. The following table provides the details.

    取消联动