Adding a Field to an Analysis Document

Version

Application Scenarios

Assume that you want to display some values in a report, such as the total sales volume and number of registrations in the current month. In traditional reports, you need to change the values manually. While in the analysis document, you can directly insert the field values which change as the data table changes, requiring no manual maintenance and automizing data report generation.

Function Description

You can drag indicator fields into an analysis document, and their values automatically change as the data table changes.

You can filter indicator fields by Indicator Condition.

You can perform simple calculations on the dragged fields, such as calculating the average and finding the maximum or minimum value.

You can download the sample data: Supermarket Sales Data.xlsx.

1. Click Add Analysis Document, click Field, and drag fields from the data table into the document on the analysis subject editing page.

2. Click a field, click the Dropdown icon, and select Indicator Condition from the drop-down list to filter the sales and profit from January 1, 2013 to January 17, 2013.

3. Click a field and click the Dropdown icon. Then you can select a summary method for the indicator from Sum, Average, Median, Maximum, Minimum, Standard Deviation, and Variance.

The summary method used in the example is Sum, so you do not need to modify the method.

4. Click a field, click the Dropdown icon, and click Value Format. Then you can set the value format for the field, for example, set Quantity Unit to Thousand.