Table Field Grouping

Application Scenario

If you need to group and classify dimension fields in a table, you can use the table grouping function.

For example, you can group date fields by year or group fields by date.

Function Description

The grouping function is available for group tables and cross tables but not for detail tables.

You can download the example data.Contract Demo.xlsx

Create an analysis subject and click Local Excel to upload the example data, as shown in the following figure.

Use the Contract Demo table to create a cross table, as shown in the following figure.

Group Records with Same Values is performed for group tables and cross tables by default.

For example, table fields are merged and divided into four groups by the Type of Contract field by default, as shown in the following figure.

This function allows you to add groups by yourself and to reclassify existing groups.

For example, you can customize the group of the Type of Contract field by forming long term agreement and Long-term agreement orders into one group named Long-term order.

Click the icon  and select Customize Grouping from the drop-down list, as shown in the following figure.

Click Add Group and set the group name to Long-term order, as shown in the following figure.

Move long term agreement and Long-term agreement orders to the Long-term order group, and click OK, as shown in the following figure.

Effect Display

The long term agreement and Long-term agreement orders fields are merged into a Long-term order field, as shown in the following figure.

If the dimension field is a value-type field, Interval Grouping is performed by default. (Value-type fields can be converted into dimension fields. For details, see Converting Indicator Fields into Dimension Fields.)

Creating a Group Table

Convert the Lump Sum field into a dimension field, as shown in the following figure.

Click the Group Table icon in Chart Type and drag the fields into the analysis area, as shown in the following figure.

Click the icon  of the Lump Sum field, and you may find that Interval Grouping Setting is performed by default, as shown in the following figure.

Interval Grouping Setting provides two grouping options: Custom and Auto.

Custom

Click Interval Group Setting to enter the group setting page, as shown in the following figure.

Divide the Lump Sum field into two groups by 0-1000000 and 1000000-Unlimited intervals, for example, and name them Small-amount Order and Large-amount Order, as shown in the following figure.

The Lump Sum field is divided into Small-amount Order and Large-amount Order in the table, as shown in the following figure.

Auto

Select Auto from the drop-down list of Grouping Method on the Interval Grouping Setting page.

You can set the interval on the page and automatically get the number of groups. For example, you can set the interval to 9000000, as shown in the following figure.

Click OK. The Lump Sum field is divided into five groups, with an interval of 9000000.

Use the Contract Demo table to create a group table, as shown in the following figure.

Date-type fields are grouped by Year-Month-Day by default. FineBI provides various grouping methods for data-type fields, as shown in the following figure.

For example, you can change the grouping method of the Contract Signing Time field to Year, as shown in the following figure.

The effect preview is shown in the following figure.