Analysis Area Filtering

  • Last update:  2024-01-16
  • Overview

    FineBI Version
    Functional Change

    6.0

    /

    6.0.16

    Optimized the date field filtering. For details, see section "Notes."

    1. Allowed you to display data in/not in a certain period of time through filtering.

    2. Allowed you to display the time point/parameter data by/since a certain date through filtering.

    Application Scenario

    Analysis area filtering is only effective for calculation results.

    Take an example (display the month-on-month data in July, August, and September) to understand the differences between detail data filtering and calculation result filtering.

    • If you perform the detail data filtering, the month-on-month data in July will be empty in the component because no data in June is involved in the calculation.

     1.png

    • If you perform the analysis area filtering, the month-on-month data for all months is first calculated and then the overall calculation result is filtered, without affecting the data involved in the calculation. Therefore, the data in July is not empty.

     2.png

    Function Description

    • The following figure shows two entries of the analysis area filtering in chart components.

     3.png

    • The following figure shows three entries of the analysis area filtering in table components.

     4.png

    Notes

    Indicator fields with quick calculations cannot be filtered through dimension field filtering in the case of direct connection data.

    Example

    You can download the example data Store Sales Statistics.xlsx.

    Create an analysis subject through the downloaded example data.

    Component Creation

    Create a group table through the example data.

    Drag Date into Dimension and Gross Profit into Indicator, group Date by Year-Month, and perform the quick calculation for Gross Profit to display the month-on-month growth, as shown in the following figure.

     5.png

    Analysis Area Filtering

    Display data in July, August, and September through filtering, as shown in the following figure.

     6.png

    Effect Display

    The following figure shows the month-on-month data in July, August, and September after filtering.

     7.png

    Function Introduction

    You can only add conditions when filtering indicator fields in the analysis area.

    The following table shows the supported filtering conditions corresponding to different field types after you click Add Condition.

    Field Type
    Supported Filtering Condition

    Text

    In, Not In, Contain, Not ContainNull, Not Null, Begin With, End With, Not Begin With, Not End With, Top N, and Last N.

    Date

    • Extraction data: In, Not In, By, Since, Contain, Not Contain, Null, Not Null, Begin With, End With, Not Begin With, Not End With, Top N, and Last N.

    • Direct connection data: If data formats are Year, Quarter, Month, Week, Day, Hour(s), Minute(s), and Second, the supported conditions are the same as those of extraction data. If data formats are not the above-mentioned ones, you can set conditions including In, Not In, NullNot Null, Top N, and Last N.

    Value

    Between, Not Between, Equal to, Not Equal to, More than, Less than, More than/Equal to, Less than/Equal to, Null, Not Null, Largest N, and Smallest N.

    iconNote:

    1. Logic of Top N in text fields: Texts in text fields are sorted based on ASCII codes and the top N texts are retrieved.

    2. Logic of Top N in date fields: Dates are sorted in the chronological order and the latest N dates are retrieved.

    3. All juxtaposed data with the same values is retained and displayed if you use the filter conditions Largest N and Smallest N.

    Notes

    In 6.0.16 and later versions, date field filtering is optimized, making it more convenient to filter data in a certain period of time.

    1. You can display data in/not in a certain period of time through filtering.

     8.png

    2. You can display the time point/parameter data by/since a certain date through filtering.

    • Time Point

     9.png

    • Parameter

    10.png

    附件列表


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