Marking and Sorting the Top Three Data in a Table

  • Last update:  2024-05-19
  • Overview

    Version

    FineBI Version

    Functional Change

    6.0

    -

    Expected Effect

    You want to mark and sort the indicator values that meet certain conditions.

    For example, you want the top three values (ranked in descending order) of the Refund Amount indicator to be attached with crowns in different colors and sort the values in descending order, as shown in the following figure.

    0b92bf3e60d00a2e63c539825c69143.png

    Implementation Method

    1. Firstly, you need to know the differences between ranking and sorting.

    Ranking: It means arranging rankings in ascending/descending order.

    Ascending order (ranking) means arranging rankings in ascending order based on increasing values, with smaller values corresponding to higher rankings.

    Descending order (ranking) means arranging rankings in descending order based on decreasing values, with larger values corresponding to lower rankings.

    Sorting: It means arranging the sorting in ascending/descending order.

    Ascending order (sorting) means arranging the sorting in ascending order based on increasing values, with smaller values corresponding to higher orders.

    Descending order (sorting) means arranging rankings in descending order based on decreasing values, with larger values corresponding to lower orders.

    2. Then, you can rank the Refund Amount values in descending order, set the top three values to be attached with crowns in different colors, and arrange the sort in descending order.

    Procedure

    Data Preparation

    1. Log in to FineBI, click My Analysis, select a folder, and click New Subject.

    5f398fd96c02467e697a9381369d5e7.png

    2. Click Local Excel and Upload Data.

    You can download the sample data: Regional Data Analysis.xlsx.

    2b1b948428ef9ac9183f08d25b04307.png

    3. Click OK after the data is uploaded.

    a51c7592e244dfadd35fe71a27675cf.png

    4. Click Save and Update and Exit and Preview. The data is created successfully.

    b4d3119f16e2a6a20ef28ed7664ec63.png

    Component Creation

    1. Click the Component tab in the lower left corner, as shown in the following figure.

    2. Select Group Table in Chart Type.

    3. Drag the Client field from the left to-be-analyzed area into Dimension and Refund Amount into Indicator, as shown in the following figure.

    1453b2322e45335dae17e5feaaa754b.png

    Text Color Setting

    1. Drag the Refund Amount field from the left to-be-analyzed area into Shape under Table PropertyIndicator.

    2. Click the f65d69386703c6a32d138d1fba81002.png button and choose Quick Calculation > Ranking > Descend from the drop-down list to arrange the values of the Refund Amount indicator in descending order to determine the ranking, where larger values correspond to higher rankings, as shown in the following figure.

    c0409fb5aa20fb379fad45aa2cd5e85.png

    3. Click Shape and click Add Condition in the pop-up setting box. Set the top three values of the Refund Amount indicator to be attached with crowns in different colors, as shown in the following figure.

    0de3eb92183e4a8ef6f658f78b06f23.png

    4. Click the 8774d5e397f8a3b34b6498edff642d1.png icon next to the Refund Amount field in the table header and select Descend from the drop-down list to determine the sorting, where larger values correspond to higher rankings, as shown in the following figure.

    804e03b61bc9f2710e50c5b0eb19f32.png

    Dashboard Creation

    1. Click the Add Dashboard button at the bottom of the analysis subject editing page.

    2. Drag the component into the dashboard on the Dashboard editing page.

    73464d88e0ec54893427d19a6ac5065.png

    3. Select Edit Title from the drop-down list, set Font Style to Custom, set the title to Marking and Sorting the Top Three Data in a Table, and click OK.

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    Effect Display

    PC

    0b92bf3e60d00a2e63c539825c69143.png

    Mobile Terminal

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