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Quick BI:Configure Chart Fields

Last Updated:Jan 20, 2025

This topic introduces the configuration of chart fields, styles, and analysis options within a dashboard.

In the Fields tab of the dashboard editing interface, you can add dimension and measure fields to the dashboard and configure chart styles and analysis settings:

Note

Please note that discrepancies may arise between field types, chart styles, and analysis options due to variations in data source fields and chart types. Refer to the actual environment for accurate settings.

Configure measure data

The following example demonstrates configuring the measure field using the order quantity field:

  1. Hover over the measure field and click the 1 icon on the right.

    image

  2. Tailor the measure field to your business needs:

    image

    • Data display format

      • Automatic

      • Integer

      • 1 Decimal Place

      • 2 Decimal Places

      • Percentage

      • 1 Decimal Place (Percentage)

      • 2 Decimal Places (Percentage)

      • Custom

        Custom formats allow for automatic adaptation, value, percentage, and manual input. For value or percentage types, you can configure the format for negative numbers as -1234 or (1234) and enable Use thousands separator. The specific settings are detailed in the following table:

        Format type

        Configuration item

        Description

        Automatic adaptation

        Adaptation method

        Supports setting Chinese, Traditional Chinese, and English.

        Value

        Decimal places

        Default is none. Supports setting 1, 2, 3, 4, or 5 decimal places.

        Magnitude

        Default is none. Supports setting thousand, ten thousand, million, ten million, billion, K, M.

        Negative number

        Supports setting the format of negative numbers to -1234 or (1234).

        Use thousands separator

        Supports selecting to use thousands separator.

        Percentage

        Decimal places

        Default is none. Supports setting 1, 2, 3, 4, or 5 decimal places.

        Negative number

        Supports setting the format of negative numbers to -1234 or (1234).

        Use thousands separator

        Supports selecting to use thousands separator.

        Manual input

        Adaptation method

        Manual input adaptation method, such as #,##0.00%.

    • Alignment

      Horizontal alignment options include Automatic, align left, align center, and align right.

      Vertical alignment options include Automatic, align top, align middle, and align bottom.

    • Sort

      Sorting options include No sort, ascending, descending, ascending within group, descending within group, and advanced sort.

    • Aggregation method

      Supported aggregation methods include sum, average, count, remove duplicates, maximum, minimum, median, percentile, population standard deviation, sample standard deviation, population variance, sample variance, start time point, and last time point.

      Special aggregation methods "start time point/last time point" are described in the following scenarios:

      • Start time point/last time point:

        • For analyzing monthly product order data, to view the amount at the start time point and the end inventory amount for the period, set the aggregation method to start time point or last time point as shown:

          image.png

        • When querying the order amount for a specific period using the query control, to view the amount at the start time point and the end inventory amount for the period, set the aggregation method to start time point or last time point as shown:

          image..png

        • For analyzing inventory quantity of different product types in each area, to view the inventory quantity at the final order time point, set the aggregation method to last time point as shown:

          image.png

        The following table describes the aggregation methods supported by different data source types:

        Data Source

        Aggregation Method

        All data sources compatible with Quick BI

        Sum, average, count, remove duplicates, maximum, minimum, start time point, last time point.

        MySQL, Vertica, SAP IQ (Sybase IQ), SQL Server, Presto, Alibaba PolarDB for Oracle, PostgreSQL, Oracle, MaxCompute, Hive, SAP HANA, AnalyticDB for PostgreSQL, Gbase, IBM DB2 LUW, Clivia, ClickHouse, AnalyticDB for MySQL 2.0

        Population standard deviation, sample standard deviation, population variance, sample variance

        SAP IQ (Sybase IQ), Oracle, MaxCompute, SAP HANA, IBM DB2 LUW

        Median

        SAP IQ (Sybase IQ), Oracle, MaxCompute, SAP HANA, IBM DB2 LUW

        Percentile

    • Advanced calculation

      • Date accumulation refers to the sum of data from the initial date to the current date. For more information, see Date accumulation.

      • Cumulative calculation performs sequential summation on the results returned from the database, providing a clear view of the measure indicators' growth. For more information, see Cumulative calculation.

        Note
        • The Comparison feature is not configured on the measure field.

        • Only fields with sum indicators (image.png) support configuring cumulative calculation.

        • Cumulative calculation is supported only when the dimension contains one date field and the time granularity of the date field is year, quarter, month, week, or day.

      • Percentage

        • % of Grand Total

        • % of Column Grand Total

        • % of Row Grand Total

        • % of Parent Column Grand Total

        • % of Parent Row Grand Total

        Only cross tables support the percentage feature. For more information, see New cross table.

      • Ranking

        • Ascending

        • Descending

        • Ascending within group

        • Descending within group

        • None

        For more information, see Data ranking.

      • TopN

        TopN (quick filter) filters the results returned from the database based on value size, enabling users to quickly select the largest or smallest data points.

        For more information, see TopN.

      • Percentile

        Percentile calculation ranks the results returned from the database, allowing users to understand the position of specific data within the entire dataset.

        For more information, see Percentile.

      • Comparison

        The value changes with the dimension field. For more information, see Configure the Comparison Feature.

      • None

    • Empty value display style

      Configure the display style for empty values.

    • Field display content

      Set the display name and description for the field.

    • Hide field

      Selecting 'hide field' will remove the field from the report, but you can cancel hide if needed.

      image

      Delete field

      Hover over the measure field and click the image.png icon on the right to delete it.

Configure dimension data

Text field

The following example illustrates configuring the dimension field using the product type field:

  1. Hover over the dimension field and click the 2 icon on the right.

    image

  2. Customize the dimension field according to your business requirements:

    • Alignment

      Horizontal alignment options include Automatic, align left, align center, and align right.

      Vertical alignment options include Automatic, align top, align middle, and align bottom.

    • Sort

      Sorting options include No sort, ascending, descending, ascending within group, descending within group, custom, field sort, and advanced sort.

      Select Custom to drag a field to a specified area.

      自定义排序

    • Advanced calculation

      Options include None and TopN.

      For more information, see TopN.

    • Empty value display style

      Configure the display style for empty values or empty strings.

      • Empty Value:

        • Display as '-'

      • String:

        • Display as '-'

    • Field display content

      Set the display name and description for the field.

    • Hide field

      Selecting 'hide field' will remove the field from the report, but you can cancel hide if needed.

  3. Drill down into the dimension field.

    Hover over the dimension field and click the 3 icon on the right.

  4. Delete the dimension field.

    Hover over the dimension field and click the 2 icon on the right to remove it.

Date type field

For fields of the date type, you can configure the Date Display Format in addition to the dimension field settings. This example uses the order date (day) field:

  1. Hover over the dimension field and set the date display format as shown in the figure below.

    image

    Configuration Effect

    32.gif