Quick BI:Metric Relationship Chart

Prerequisites

You have already created a dashboard. For more information, see Create a Dashboard.

Chart Overview

• Scenarios

  Applied within the DuPont analysis model to break down and scrutinize metrics.

• Advantages

  • Computing Power: Accommodates advanced computations, day-to-day comparisons, week-on-week analysis, and conditional formatting.

• Sample Effect Diagram

Chart Field Configuration

• Data Panel

  1. On the Field tab, select the necessary dimension fields and measure fields:

     • Locate Profit Amount in the measure list, and either double-click or drag it to the Top Metrics/Measures area.

     • Find Order Amount, Shipping Cost, Cost, Other Costs, Order Quantity, Unit Price, and Discount Point in the measure list, and double-click or drag them to the Decomposed Metrics/Measures area.

  2. Click Edit Metric Decomposition Relationships to set up.

     1. Input an expression in the Branch Row Expression field to dynamically generate the chart.

        By selecting the metric to be broken down and entering an expression, you can decompose multiple metrics. For instance, select Order Amount and input [Order Quantity]×[Unit Price]×[Discount Point] to break down the order amount metric.

        Note

        Use @ to swiftly include metrics. Keyboard inputs like “+”, “-”, “×”, “/”, and “( )” are supported.

        Example: Sales Performance = Average Transaction Value × Number of Buyers

     2. Click Save and Exit Editing. The chart updates automatically.

        

  3. In the dimension list, locate the Order Date (Year) field, and double-click or drag it to the Comparison Date/Dimension area to enable day-to-day or week-on-week comparison.

     

     1. Choose either Latest Date Data or Stage Summary Data as the default metric value.

     2. Once the data is updated, proceed to the Advanced tab to fine-tune the day-to-day or week-on-week details.

  4. Click Update. The chart refreshes automatically.

  5. (Optional) To view data for specific cities only, apply a Filter to narrow down the data.

  6. Auto-Refresh

     When this option is selected, the chart data refreshes automatically. For instance, setting the interval to 5 minutes will refresh the data every 5 minutes.

Chart Style Configuration

The section below describes the steps to style a metric relationship chart. For general chart style settings, refer to Configure the Chart Title.

• Under Metric Block Style, set the Display Orientation and Default Expansion.

  Configuration item	Description
  Display orientation	Supports Portrait and Landscape.
  Default expansion	Supports Expand all, Collapse all, and Expand to N levels, where N is the current relationship level.

• In Metric Content, adjust the text styles for Names and Values.

• Within Series Settings, manage the Select Series and the Prefix and Suffix for Metric Data Values.

  Configuration item	Description
  Select series	Set the measures added to the top metrics/measures area and the decomposed metrics/measures area.
  Prefix and suffix for metric data values	Set the prefix and suffix for the values of metrics in the chart.

• Use Conditional Formatting to apply rules-based styling to a field.

  

  Configuration item	Description
  Select field	Select the measure fields for which you want to configure conditional formatting. All measures added to the Metrics/measures area can be selected. After completing the style configuration, if you no longer need certain configured conditional formatting, you can click Batch clear formatting in the lower-right corner of the field panel. In the candidate list, select the conditional formatting to be cleared, and then click OK to complete the clearing.
  Quick styles	Select a marker icon or font color for the current measure field from the system-provided styles. Comparison: Supports Compare with 0 and Compare with average. Color flip: For example, when comparing with 0, values less than 0 are red and values greater than 0 are green. After flipping, values less than 0 become green and values greater than 0 become red. Clear: If you no longer need a quick style, click Clear to remove the style.
  Custom styles	In addition to the system-provided quick styles, you can configure custom styles for the current measure field as needed. TextOn the Text tab, set the conditions under which the text of the current measure field is displayed in highlight colors. You can configure the conditions based on the values of other fields. IconOn the Icon tab, set the marker rules for the current measure field. You can configure the marker rules based on the values of other fields.
  Sync styles to	Replicate the conditional formatting settings of the current measure to other measures.

Chart Analysis Configuration

Data Interaction

Advanced Configuration

When a date field is present in the Comparison Date/Dimension area and Enable Secondary Metric Display is active, the following advanced settings are available.