Quick BI:Perform drag-and-drop Operations in an Ad Hoc Analysis

Unlike dashboards or workbooks where you select fields on the Data tab, an ad hoc analysis lets you drag fields directly to the row and column containers or to the table display section to generate a table.

• Drag fields to the row and column containers

  In an ad hoc analysis, you can drag fields from the left-side data panel to the Rows and Columns container to generate corresponding rows and columns.

• Drag the fields to the table display section

  You can also drag the fields that you want to select to the table display section. For example, if you want to view the sales data of Jiangsu and Zhejiang provinces and the entire central and north China regions in 2011 and 2012, you can directly select and drag them to the table at the same time in the data panel.

  

• Drag to adjust column width

To add specific dimension values, drag them to the row and column containers or the table display section.

In this example, Jiangsu, Zhejiang, Central China, and North China are the original dimension values. You can directly drag the northwest and southwest regions to the table area for analysis.

For example, as shown in the following figure, replace the area with the order level, drag the order level to the area position, and release the mouse when the icon in the red box appears.

You can use multiple dimension fields in the hierarchy to form a facet. Facets are separated by gray lines.

• Facet that is formed by using two dimension fields

  For example, if you want to view the sales data of both the order level and the product package at the same time, you can add these two dimensions to the table in the form of more than one dimension.

• Dimension field A and specific dimension values in the dimension field B

  For example, if you want to view the sales data of all regions in the country, and pay special attention to the data of Zhejiang and Jiangsu provinces, you only need to add the dimension values of Zhejiang and Jiangsu provinces on the basis of all regions.

• Specific dimension values in the dimension field A and specific dimension values in the dimension field B

  For example, in addition to the intermediate and low-level order data of the three product types, you also need to view the sales data of the small, medium, and large packages. Then, you can directly drag the three dimension values of the packages to the lower part of the table.

• Facet of the measure fields

  You can also drag measure fields to form a facet.

  For example, as shown in the following figure, based on the data of the original year dimension (2011 and 2012) in the table header, you also want to view the total profit amount of each product type and box on the line, then you only need to drag the profit amount measure to the table header position that is equal to the year.