How to set up proportion calculation - Quick BI - Alibaba Cloud Documentation Center

Proportion calculation allows you to quickly calculate data percentages, enabling you to view the percentage of specific data within the overall dataset. This topic describes how to set up proportion calculation.

Prerequisites

You have created a dashboard. For more information, see Create a Dashboard.
A dataset is selected and chart fields are configured. For more information, see Configure Chart Fields.

Description

The following charts support proportion calculation.

Proportion calculation method	Description	Supported chart types
Overall proportion	Overall proportion is the percentage of a specific data point within the total data. For example: the proportion of January sales in the total annual sales.	Line/Area charts: line chart, area chart, stacked area chart, 100% stacked area chart, combination chart. Column/Bar charts: column chart, stacked bar chart, 100% stacked bar chart, circular column chart, ranking board, bar chart, stacked bar chart, 100% stacked bar chart, waterfall chart, bullet chart, box plot, histogram. Bubble/Scatter charts: bubble chart, scatter chart, facet scatter chart. Pie/Ring charts: radar chart. Table charts: cross table. Geographic charts: color map, bubble map, heat map, flow map, symbol map. Metric charts: metric card, metric trend chart. Other charts: word cloud.
Group proportion	Group proportion is the percentage of a specific data point within its group. For example: the proportion of January sales in the first quarter sales.	Line/Area charts: line chart, area chart, stacked area chart, 100% stacked area chart, combination chart. Column/Bar charts: column chart, stacked bar chart, 100% stacked bar chart, bar chart, stacked bar chart, 100% stacked bar chart, bullet chart, box plot, histogram. Bubble/Scatter charts (x-axis cannot be a measure): bubble chart, scatter chart, facet scatter chart. Table charts: cross table.

Note

Pie charts, rose charts, treemap charts, funnel charts, and comparison funnel charts inherently support percentage display, so they are not supported again in advanced calculations.

Configuration Entry

In the Fields panel of the chart, find the measure field that you want to apply proportion calculation to, click the icon on the right, and select Advanced Calculation > Proportion from the dropdown list. Then set the proportion type according to your business scenario.

The proportion calculation methods available for cross tables differ from those for other charts. The specific descriptions are as follows.

Chart type	Proportion calculation method		Limitation	Calculation logic
Cross table	Total proportion		Only available when rows and columns are mixed.	Calculates the percentage of the current data point in the overall data.
	Column total proportion		Row area has dimension fields	Treats each column as an independent analysis unit and calculates the proportion of a data point in the total of a column.
	Column group proportion		Row area has two or more dimension fields	Groups by the finest granularity in the row area and calculates the proportion of the current data point within its group. If you need to specify a grouping dimension, select the Custom calculation method.
	Row total proportion		Column area has dimension fields	Treats each row as an independent analysis unit and calculates the proportion of a data point in the total of a row.
	Row group proportion		Column area has two or more dimension fields	Groups by the finest granularity in the column area and calculates the proportion of the current data point within its group. If you need to specify a grouping dimension, select the Custom calculation method.
	Cumulative proportion	Column cumulative proportion	Row area has dimension fields	Treats each column as an independent analysis unit and cumulatively adds the proportion values of data points from top to bottom.
		Column group cumulative proportion	Row area has two or more dimension fields	Groups by the finest granularity in the row area and cumulatively adds the proportion values from top to bottom within the group. If you need to specify a grouping dimension, select the Custom calculation method.
		Row cumulative proportion	Column area has dimension fields	Treats each row as an independent analysis unit and cumulatively adds the proportion values of data points from left to right.
		Row group cumulative proportion	Column area has two or more dimension fields	Groups by the finest granularity in the column area and cumulatively adds the proportion values from left to right within the group. If you need to specify a grouping dimension, select the Custom calculation method.
	Custom	Total proportion	Only available when rows and columns are mixed.	Calculates the percentage of the current data point in the overall data.
		Column total proportion	Row area has dimension fields	Treats each column as an independent analysis unit and calculates the proportion of a data point in the total of a column.
		Column group proportion	Row area has two or more dimension fields	Groups according to the selected dimension and calculates the proportion of the current data point within its group. The grouping logic is: starting from the first dimension in the row area up to the selected grouping dimension, all dimensions in between are treated as a whole for grouping. For example, in the figure below, the Region and Province fields will be matched for grouping.
		Row total proportion	Column area has dimension fields	Treats each row as an independent analysis unit and calculates the proportion of a data point in the total of a row.
		Row group proportion	Column area has two or more dimension fields	Groups according to the selected dimension and calculates the proportion of the current data point within its group. The grouping logic is: starting from the first dimension in the column area up to the selected grouping dimension, all dimensions in between are treated as a whole for grouping. For example, in the figure below, grouping will be based on the Product Type field.
		Column cumulative proportion	Row area has dimension fields	Treats each column as an independent analysis unit and cumulatively adds the proportion values of data points from top to bottom.
		Column group cumulative proportion	Row area has two or more dimension fields	Groups column data according to the selected dimension and cumulatively adds the proportion values from top to bottom within the group. The grouping logic is: starting from the first dimension in the row area up to the selected grouping dimension, all dimensions in between are treated as a whole for grouping. For example, in the figure below, the Region and Province fields will be grouped.
		Row cumulative proportion	Column area has dimension fields	Treats each row as an independent analysis unit and cumulatively adds the proportion values of data points from left to right.
		Row group cumulative proportion	Column area has two or more dimension fields	Groups row data according to the selected dimension and cumulatively adds the proportion values from left to right within the group. The grouping logic is: starting from the first dimension in the row area up to the selected grouping dimension, all dimensions in between are treated as a whole for grouping. For example, in the figure below, grouping will be based on the Product Type field.
Other charts	Overall proportion		/	Calculates the percentage of the current data point in the overall data.
Other charts	Group proportion		Dimension fields exist in the Color Legend or Split area. For bubble charts/scatter charts, the x-axis cannot be a measure.	Groups by dimension fields and cumulatively adds values within the group. The grouping logic is: When there is a dimension in Color Legend but not in Split, grouping is based on the dimension in Color Legend. When there is a dimension in Split but not in Color Legend, grouping is based on the dimension in Split. When both have dimensions, the dimensions from both are treated as a whole for grouping.

Examples

You can better understand proportion calculation through the following examples.

Example 1: Column Chart

Take the proportion calculation of a column chart as an example.

Log on to the Quick BI console.
Follow the steps shown in the figure below to enter the dashboard editing page.
In the top menu bar, click Add Chart and find Column Chart.
In the Fields tab of the data panel, configure the data for the column chart as needed, and then click Update.

Find the measure that you want to apply proportion calculation to, click the icon on the right, and select Advanced Calculation > Proportion. The system will calculate based on the field configuration in the Fields tab, the fields in the Color Legend and Split areas, and the selected proportion calculation method. Examples of column chart calculations in different scenarios are shown below.

Field configuration	Selected calculation method	Example effect
No dimension fields configured in Color Legend or Split	Only Overall proportion is supported in this case	Calculates the percentage of a data point in the overall data. For example: the percentage of the order amount in the Northeast region in the total order amount.
Product Type field configured in Color Legend. No field configured in Split.	Overall proportion	Calculates the percentage of a data point in the overall data. For example: the percentage of the office supplies order amount in the Northeast region in the total order amount.
	Group proportion In this case, grouping is based on the Product Type field	Calculates the percentage of a data point in its group's total data. For example: the percentage of the office supplies order amount in the Northeast region in the total order amount of the Northeast region.
No field configured in Color Legend. Shipping Mode field configured in Split.	Overall proportion	Calculates the percentage of a data point in the overall data. For example: the percentage of the order amount for large trucks in the Northeast region in the total order amount.
	Group proportion In this case, grouping is based on the Shipping Mode field	Calculates the percentage of a data point in its group's total data. For example: the percentage of the order amount for large trucks in the Northeast region in the total order amount for large trucks.
Product Type field configured in Color Legend. Shipping Mode field configured in Split.	Overall proportion	Calculates the percentage of a data point in the overall data. For example: the percentage of the office supplies order amount shipped by large trucks in the Northeast region in the total order amount.
	Group proportion In this case, Product Type and Shipping Mode fields are treated as a whole for grouping	Calculates the percentage of a data point in its group's total data. For example: the percentage of the office supplies order amount shipped by large trucks in the Northeast region in the total order amount shipped by large trucks in the Northeast region.

Example 2: Cross Table

The proportion calculation methods available for cross tables differ from those for other charts. Specific examples are as follows.

Proportion calculation method		Configuration description	Example effect
Total proportion		Only available when rows and columns are mixed. In this example, the column area has both dimension fields and measure fields.	Calculates the percentage of the current data point in the overall data. For example: the percentage of the office supplies order amount in the Northeast region in the total order amount.
Column total proportion		This example calculates percentages by column.	Treats each column as an independent analysis unit and calculates the proportion of a data point in the total of a column. For example: the percentage of the office supplies order amount in the Northeast region in the total office supplies order amount.
Column group proportion		This example groups by the finest granularity Province in the row area.	Calculates the percentage of the current data point in its column group's total data. For example: the percentage of the order amount in Jilin Province in the total order amount of the Northeast region.
Row total proportion		This example calculates percentages by row.	Treats each row as an independent analysis unit and calculates the proportion of a data point in the total of a row. For example: the percentage of each product type in the total order amount of Tonghua City.
Row group proportion		This example groups by the finest granularity Shipping Mode in the column area.	Calculates the percentage of the current data point in its row group's total data. For example: the percentage of the office supplies order amount shipped by large trucks in the total office supplies order amount.
Cumulative proportion	Column cumulative proportion	This example cumulatively adds the overall data by column from top to bottom.	Treats each column as an independent analysis unit and cumulatively adds the proportion values of data points from top to bottom. For example: the figure shows the cumulative proportions of each region calculated from top to bottom.
	Column group cumulative proportion	This example groups by the finest granularity Province in the row area.	Based on the grouping dimension, calculates the cumulative proportion of each data point from top to bottom. For example: the figure shows the cumulative proportions of each province within the Northeast region.
	Row cumulative proportion	This example cumulatively adds the overall data by row from left to right.	Treats each row as an independent analysis unit and cumulatively adds the proportion values of data points from left to right. For example: the figure shows the cumulative proportions of each product type calculated from left to right.
	Row group cumulative proportion	This example groups by the finest granularity Shipping Mode in the column area.	Based on the grouping dimension, calculates the cumulative proportion of each data point from left to right. For example: the figure shows the cumulative proportions of each shipping mode within office supplies.
Custom	Total proportion	Only available when rows and columns are mixed. In this example, the column area has both dimension fields and measure fields.	Calculates the percentage of the current data point in the overall data. For example: the percentage of the office supplies order amount shipped by large trucks in the Northeast region in the total order amount.
	Column total proportion	This example calculates percentages by column.	Treats each column as an independent analysis unit and calculates the proportion of a data point in the total of a column. For example: the percentage of the order amount in Jilin City in the total order amount of that column.
	Column group proportion	In this example, the first dimension field in the row area is Region, and the grouping dimension is Province. Therefore, the Region and Province fields are matched for grouping, and proportions are calculated based on the Province dimension.	Calculates the proportion of the current data point within its column group. For example: the figure shows the proportion of each city's order amount in the total order amount of its province.
	Row total proportion	This example calculates percentages by row.	Treats each row as an independent analysis unit and calculates the proportion of a data point in the total of a row. For example: the percentage of the order amount shipped by large trucks in the Northeast region in the total order amount of the Northeast region.
	Row group proportion	In this example, both the first dimension field in the column area and the selected grouping dimension are Product Type. Therefore, grouping and proportion calculation will be based on the Product Type dimension.	Calculates the proportion of the current data point within its row group. For example: the figure shows the percentage of each shipping mode's order amount within the total order amount of a product type.
	Column cumulative proportion	This example cumulatively adds the overall data by column from top to bottom.	Treats each column as an independent analysis unit and cumulatively adds the proportion values of data points from top to bottom. For example: the figure shows the cumulative proportions of each city's order amount calculated from top to bottom.
	Column group cumulative proportion	In this example, the first dimension field in the row area is Region, and the grouping dimension is Province. Therefore, the Region and Province fields are matched for grouping.	Groups column data according to the province dimension and cumulatively adds the proportion values from top to bottom within the group. For example: the figure shows the cumulative proportions of each city's order amount in the total order amount of its province.
	Row cumulative proportion	This example cumulatively adds the overall data by row from left to right.	Treats each row as an independent analysis unit and cumulatively adds the proportion values of data points from left to right. For example: the figure shows the cumulative proportions of order amounts for different shipping modes within each product type calculated from left to right.
	Row group cumulative proportion	In this example, both the first dimension field in the column area and the selected grouping dimension are Product Type. Therefore, grouping and proportion calculation will be based on the Product Type dimension.	Groups row data according to the selected Product Type dimension and cumulatively adds the proportion values from left to right within the group. For example: the figure shows the cumulative proportions of each shipping mode's order amount in the office supplies order amount.