To support a variety of visual analytics needs, Quick BI separates data configuration from style configuration. In the data transformation area, you can quickly create new fields for charts. This topic describes the common chart operations that you can perform on the data dashboard editing page.
Chart data area overview
Configure field styles in batches
You can modify the configuration for multiple fields in batches to improve efficiency.
Filter data
You can use filters to refine your data. If the data volume is large, you can set a filter range to select only the data you need. This makes the report content more precise. Filters can process character, numeric, and date data.
Character type
You can set a filter to include or exclude specific values in a character field, such as separating municipalities from provinces.
Example: Filter by province
In the Filters area, click the
icon to the right of the Province field to set a filter.
Set the filter as required.
Configuration Item
Description
Example
Filter Method
Supports Filter by condition and Filter by value.
Filter by value
Condition Form
Supports single condition, OR condition, and AND condition.
NoteThis item is required only when Filter Method is set to Filter by condition.
Not applicable
Query Method
Supports Single select and Multi-select.
NoteThis item is required only when Filter Method is set to Filter by value.
Not applicable
Filter Condition
Set the filter condition as needed.
Shanghai, Tianjin, Beijing, Chongqing
Click Quick Input to manually enter a field name for a filter condition.
Alternatively, you can add the required field values from the list, as shown in the following figure.
In the Field dialog box, you can perform the following operations:
Enter a keyword in the search box and click a field value on the left to add it to the Added list on the right.
Click Add All Field Values on the Left to move all field values from the list on the left to the Added list on the right.
Select field values from the left to add to the Added list on the right.
Click Exclude to remove field values from the Added list on the right.
Click Delete to remove all field values from the Added list on the right.
After you complete the settings, click OK.
Click Update to redraw the chart based on the filter settings.
Numeric type
You can set a filter to display data within a specific numeric range. For example, you can set the order quantity range from 50,000 to 100,000. The chart then displays data that falls within the specified range.
Example: Filter by order quantity
In the Filter area, click the
icon to the right of the Order Quantity field and set the filter range.
Select a filter condition, such as greater than, less than, or equal to, as shown in the following figure.
When you are finished, click OK.
Click Update. The chart is updated to reflect the filter settings.
Date type
You can set a filter to select data from a specific time period. For example, you can filter the order quantity and profit amount for February 2010.
Date and time data can be accurate to the second.
Example: Filter by order date (month)
In the Filter area, click the
icon next to the Order Date (month) field to set the date range.
Set the filter as required.
Configuration Item
Description
Example
Filter Method
Supports single month and month range.
Single month
Range Type
Supports starts at, ends at, and time range.
NoteThis item is required only when Filter Method is set to Month Range.
Not applicable
Filter Condition
You can set a relative time or an exact time.
Exact time
After configuring the settings, click OK.
Click Update to redraw the chart based on the filter settings.
Refresh data on a schedule
When you set Auto-refresh, the system automatically refreshes the chart data. For example, if you set the duration to 5 and select Minute as the unit, the chart is refreshed every 5 minutes.
Set data display results
You can set the number of rows to display in the data preview.
Create a calculated field
Calculated fields are not saved in the dataset and apply only to the current chart.
If you create a new chart and select the same dataset, the calculated field is not available.
If you copy a chart that contains a calculated field, the calculated field is also available in the copied chart.
For more information, see Create a calculated field.
Create a grouped dimension
A new calculated field is not saved in the centralized data storage. It applies only to the current chart.
If you add another chart and reselect the same dataset, the newly created calculated field is deleted.
If you copy a chart that contains a new field, the new field also appears in the copy if it uses the same dataset.
For more information, see Create a grouped dimension.
Create a placeholder
You can click Create Placeholder to create a placeholder by manual input.
For more information, see Placeholders.
Get the time difference
This feature calculates the time difference between two date fields. The result is returned as a number and only calculates complete compute units (CUs).
You cannot select calculated fields.
For more information, see Get the time difference.
Add a dimension value alias
You can create a new alias for the value of a text field.
Only text fields support adding dimension value aliases.
This feature supports a maximum of 50 dimension values. You cannot perform this operation if the number of dimension values exceeds 50.
You cannot select calculated fields.
For more information, see Add a dimension value alias.
Replace missing values
You can replace null values and empty characters with other content.
You cannot select calculated fields.
For more information, see Replace missing values.
Split a field
You can split a text field into multiple fields based on a separator.
Only text fields can be split.
You cannot select calculated fields.
For more information, see Split a field.
Merge fields
You can merge multiple text fields into one new field using a separator.
Only text fields can be merged. You can merge up to 10 fields.
You cannot select calculated fields.
For more information, see Merge fields.
Copy and convert to a dimension
New calculated fields are specific to the current chart and are not saved to the dataset.
If you add another chart and re-select the same dataset, the newly created calculated field is discarded.
When you copy a chart that contains a new field, the new field is also included in the copied chart if it uses the same dataset.
Edit a dataset
Click the 
icon to open the dataset menu. From this menu, you can select options such as Preview Data, Edit Dataset, or Replace Current Dataset.
Preview data
Click Preview Data to view All Datasets and Used Datasets. You can also click Create Dataset to open the dataset creation page.
Go to edit dataset
For more information, see Create a dataset.
Replace the current dataset
To replace the dataset while keeping the field configuration, click the icon and select Replace Current Dataset.
Switch datasets
You can click the dataset dropdown list to switch between used datasets and all datasets. This action clears the field configuration.
Upload a local file
You can use a local file as a source table to create a chart.
Create a dataset
Click Create Dataset to navigate to the dataset creation page. For more information, see Create a dataset.
