Dataset Switching Within a Component

Version

Application Scenarios

You may hope to change the data inside the made components, and keep the calculations and component styles in the components.

Functions

You can directly switch tables in the component editing interface.

Allow choosing to keep all the configuration operations previously performed on the component, such as chart type, component style and filtering, and only replacing the data inside the component.

You can choose whether to keep field configuration:

• Not retain field configuration: After switching tables, all fields in the analysis area will be cleared, but the previous configuration of chart types and component styles in the display area will be retained.

• Retain field configuration: After switching tables, only the data used by the original component will be replaced, but all other configurations will be retained without the need to reconfigure.

Notes

• For FineBI 6.0.10 and newer versions, dataset switching within a component only allows switching data within the subject.

• Introduction to upgrade compatibility: Users who upgrade from versions earlier than 6.0.10 are not affected. Components that use switched data from outside the subject will not change.

• Since the switching table function has been synchronized to FineBI, users who have previously installed the BI Switch Table plugin need to uninstall the plugin.

Download the sample data: Sample Data.rar

Creating the Switched Component

Create a grouping table using Purchase Contract.

1. Create a subject.

2. Upload Purchase Contract and Service Contract from the sample data to FineBI.

Use Purchase Contract to create a component.

Drag Registration Time into Dimensions and Contract Amount into Indicators.

Choose year in Registration Time.

Select Average as Summary Mode in Contract Amount.

Go to Component Style > Style to select purple as Theme Color.

4. Drag Delivery Status into Result Filter to filter out data that has already been delivered.

Switching Data Within a Component

1. Click Switch data to go to the switching table interface.

You can choose to replace data with other tables in the subject.

For example, when selecting Service Contract, you can choose whether to tick reserved field configuration.

After switching the table without ticking reserved field configuration, all fields added in the analysis area will be cleared, but the configuration of the chart type Group Table and the component style will be retained.

By ticking reserved field configuration, you do not need to remake the components again, only to replace the internal data of the components.

1. Tick reserved field configuration, and the system will automatically match the fields of the original table with those of the switched table. If the matching fails, you can manually match the fields.

Note:

• The field type of the target table need to be consistent with that of the current table, that is, the date field can only be matched with the date field.

• If the corresponding field in the target table is empty, after switching tables, the missing fields will be displayed in red, and the preview interface will display The currently used data has been deleted.

2. Click OK to switch to Service Contract.

After reserving field configuration, all previous operations are retained, including operations for component style, result filtering, grouping and summarizing.