Level 4: Quick Calculation Filtering

Version

Application Scenario

You can filter the result value of a quick calculation. For example, after working out the proportion of the total sales volume for each product, you only want to display the products that meet the condition and their corresponding proportions.

The following figure shows the filtered data for products with a value of sales volume proportion of more than 10%.

The following figure shows the filtered data of the sales proportions of the top 5 products by the number of customers.

Function Description

Quick calculation filtering includes the following two scenarios:

1. Filtering the result value of a quick calculation

2. Adding the filtering condition to the aggregated value: Largest N/Smallest 

Note:

Detail tables do not support quick calculation filtering.

Click and download the sample data: Office Supplies Data.xlsx.

1. Create an analysis subject, upload the sample data, and drag the fields Product and Sales Volume into the analysis area to obtain the data of the sales volume for each product.

2. Perform Quick Calculation on the aggregated value of the field Sales Volume to obtain the data of the sales volume proportion for each product, as shown in the following figure.

Filtering the Data of Products with a Value of Sales Volume Proportion of more than 10%

You can filter the field Sales Volume (having been performed Quick Calculation on) in the analysis area through the following two entries.

Entry one: Click the  icon next to the field Sales Volume in the analysis area (or click the  icon next to the table header), select Filter from the drop-down list, and set the filtering condition of the field value to More than, Fixed Value, and 0.1 in sequence.

Entry two: Drag the field Sales Volume into Filter, select Sum, perform Quick Calculation on the field, and set the filtering condition of the field value to More than, Fixed Value, and 0.1 in sequence.

The following figure shows the filtered result.

Filtering the Data of the Sales Proportions of the Top 5 Products by the Number of Customers

1. Add a calculated field and use the aggregation function to calculate the number of customers, as shown in the following figure.

2. Filter the data of the sales proportions of the top 5 products by the number of customers.

Method one: Drag the field Customer Number into Filter and set the filtering condition to the field value to Largest N, Fixed Value, and 5 in sequence.

The logic of Largest N is to rank the aggregated value and add a filtering condition to the field value: Largest N. The whole process is equivalent to performing a quick calculation that ranks the aggregated values. Therefore, this filtering condition is at the level of quick calculation filtering.

Method two: Drag the field Customer Number into Filter and perform Quick Calculation on the field, rank the field value in descending order, and set the filtering condition to the field value to Largest N, Fixed Value, and 5 in sequence.

The following figure shows the filtered result.