Cross Table

  • Last update:May 19, 2024
  • Overview

    Version

    FineBI Version

    Functional Change

    6.0

    -

    Application Scenario

    The cross table is complicated, which consists of row dimensions, column dimensions, and indicators. The table is usually used to group and display the summary values of a certain field.

    Generally, the table displays the row dimension on the left side, the column dimension at the top, and the indicator at the intersection of the two dimensions.

    You can perform various summary modes on the data, such as sum, average, count, maximum, and minimum.

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    Table Feature

    Multiple dimensions are supported.

    You can create a table with grouped rows and columns, and perform summary modes or other calculations on indicators.

    Notes

    You are not advised to create a cross table with the number of records in the row/column exceeding 100,000,000.

    Example

    Data Preparation

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

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    2. Click Local Excel and Upload Data.

    You can download the sample data: Contract Information.xlsx

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    3. Click OK after the data is uploaded.

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

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    Cross Table Component Creating

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

    2. Select Cross Table in Chart Type.

    3. Drag Contract Type and Contract Signing Date in the to-be-analyzed area into Row Dimension, Contract Payment Type to Column Dimension, and Contract Amount to Indicator, as shown in the following figure.

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    Field Format Setting

    Click the e7c48665f89f62578b00456359bb0a5.png icon next to the Contract Signing Date field in Row Dimension and select Year from the drop-down list, as shown in the following figure.

    You can reset the fields dragged into Row/Column Dimension. For example, you can re-sort data in the dimension fields, group the dimension fields, and filter the dimensional fields in a cross table as needed. For details, see Table Sorting, Table Field Grouping, and Table Filtering Notes.

    You can reset the fields dragged into Indicator. For example, you can set summary modes, quick calculations, and value formats for data in the indicator fields. For details, see Summary Function for Table, Quick Calculation Overview, Value Format in Table, and Adding Calculation Indicator.

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    Table Property Setting

    Table Property allows you to set colors and markers with different colors and shapes for specific text. For details, see Table Property.

    The function also allows you to set Component Style, which includes the table title, font, and style. For details, see Component Style.

    1. Setting the Color

    You can customize the color of an indicator within a specific range under Table Property > Color. For example, values not less than 2,000,000 in the Contract Amount field are set to be displayed in red.

    1. Drag the Contract Amount field in the to-be-analyzed area into Color under Table Property >Indicator.

    2. Click Color and click the Add Condition button. Set values not less than 2,000,000 to be displayed in red.

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    2. Setting Marker Shapes

    You can set values in a field to be attached with markers in different colors and shapes according to various conditions under Table Property > Shape.

    For example, values less than 2,000,000 are marked with a red downward arrow, and values not less than 2,000,000 are marked with a green upward arrow.

    1. Drag the Contract Amount field in the to-be-analyzed area into Shape under Table Property > Indicator.

    2. Click Shape and click the Add Condition button.

    3. Set values less than 2,000,000 to be marked with a red downward arrow.

    4. Set values not less than 2,000,000 to be marked with a green upward arrow.

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    Dashboard Creation

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

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

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    3. Select Edit Title from the drop-down list, set Font Style to Custom, set the title to Cross Table, and click OK.

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    Effect Display

    PC

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    Mobile Terminal

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    附件列表


    主题: Creating a Visual Component
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