The perspective analysis function in Smartbi is mainly used for automatic statistical analysis. It adopts the design of " Excel-like PivotTable ", multi-dimensional analysis no longer needs to build a model, it can combine dimensions, summary calculation, slice, drill, and insight into data. Not only that, any field can be directly used as an output field or filter condition to easily realize data query and exploration. Therefore, once it was launched, it was loved by business people!
Today, the editor has compiled a few practical tips for users when using perspective analysis for data analysis, hoping to improve your analysis efficiency in practical applications.
01
Perspective analysis sorts according to the specified field
Problem Description
We know that perspective analysis itself supports various sorts of dimensions and measures, such as ascending/descending order for measures, hierarchical ascending/descending order, etc.
This time we will introduce the sorting according to the specified field, such as the following figure: Can the perspective analysis report realize the [product category] field is sorted according to the [product catalog number], and the [product catalog number] is not displayed in the table ?
solution
To achieve the effect of sorting according to the specified field, the specific setting steps are as follows:
(1) The sort field needs to be added to the column to be selected. Find the field that needs to be sorted and click the ▽ button.
(2) After setting the specified field in ascending/descending order, the effect is as follows
02
Perspective analysis realizes that the total line does not jump
Problem Description
Perspective analysis can jump to other resources by creating a new jump rule. We can set the link conditions of the jump according to our needs, support the setting of the header with the link, the data with the link, and the specified specific value with the link. For example, when perspective analysis includes summarizing data, it is hoped that the summary row does not have the effect of jumping, as shown in the following figure:
solution
We can add link conditions to achieve the above effects when creating a jump rule (for example, as shown in the figure below). Of course, you can also implement more complex requirements by adding link conditions.
1. Adjust the date display format of the date field data
Problem Description
As shown in the figure below, we want to adjust the date display format of the "Order Date" field.
before fixing:
adjusted:
solution
The display format of the date field value can be customized through the data format function. We can define the data format that needs to be displayed in the public settings as needed.
You only need to modify the data format that needs to be displayed in the field corresponding to the data source of the perspective analysis.
2. Perspective analysis field conditions realize linkage linkage
Problem Description
In the perspective analysis, fields are used as conditions to filter data. How to realize the association between fields, as shown in the figure below, the region and the city where the customer is located, select the North China region, and the city is automatically matched to the North China region.
solution
Based on the perspective analysis created by the business theme, you can set the association properties of the fields in the business theme to realize the association of the field conditions, as shown in the following figure:
3. The data is refreshed immediately during exploration and analysis
Problem Description
In order to improve the efficiency of analysis, we hope that when creating a new perspective analysis for exploratory analysis, it can be refreshed immediately when adjusting the members of the row and column measurement area.
However, some perspective analysis data volume is relatively large, and you hope that after adjustment, you can manually click the refresh button to refresh.
solution
First, in the system options, we set whether to refresh the perspective analysis report immediately. As shown in the figure below, set the report to be refreshed immediately to "Yes", so that the perspective analysis will be refreshed immediately when you create a new perspective analysis and adjust the members of the row and column measurement area.
Then, for the perspective analysis that does not refresh immediately, deselect refresh immediately for each perspective analysis.
Of course, this also applies to the opposite application scenario. For example, when you want to create a new perspective analysis for exploratory analysis, when you adjust the ranks of the measurement area members, it is manually refreshed. Only part of the perspective analysis is refreshed immediately.
4. Perspective analysis freely merge selected items
Problem Description
In the process of data exploration and analysis, we will combine and display different dimension members, select and clear focus items, and drill up and down. But sometimes we want to freely combine the values corresponding to the selected dimension members. For example, as shown in the figure below, we want to merge the values of Changzhou and Haikou, Nanchang and Nanjing and compare them with other data. How to achieve this?
solution
We can do this through the " Merge selected items " function. As shown in the figure below, press the Ctrl key to select Changzhou and Haikou, and right-click to merge the selected items.
Enter the name of the group
In the same way, the combination of Nanchang and Nanjing is realized, and the final effect is as follows:
