Learning Path of Visual Component Creation

  • Last update:July 24, 2024
  • Overview

    FineBI can help customers achieve data visualization for visual analysis.

    The results of visualization are presented as dashboards, which are composed of different types of components. This section introduces how to create visual components.

    Visual components utilized for data analysis in FineBI include tables, charts, time filter components, and text components.

    Visual Component Creation Procedure

    The following figure shows the process of making a visual component.

    1635929298cqKp.png

    The following table shows the specific functions and related documents.

    Serial Number

    Step

    Application Scenario

    Document

    1

    Creating 

    charts/

    tables

    Setting fields in the to-be-analyzed area

    Converting Indicator Fields into Dimension 

    Fields

    Converting Dimension Fields into Indicator 

    Fields

    Copying the Fields to Be Analyzed

    Selecting chart types

    Chart Type Introduction

    Table Type Introduction

    Setting summary modes

    Table Summary Mode

    Chart Summary Mode

    Sorting component data

    Sorting Overview

    Filtering existing data

    Filter Introduction

    2

    Analyzing   data

    Recalculate existing data by adding new fields 

    and calculating proportions

    Calculation Field Adding

    Quick Calculation - Percentage

    Quick Calculation - Ranking

    Quick Calculation - YoY/MoM Growth

    3

    Setting   component styles

    Setting components styles

    For example, modifying the chart 

    legend, background, and axis

    Table Component Style Overview

    Chart Component Style

    Setting the properties of tables and charts

    For example, setting the color, size, and label 

    for a graph.

    Table Property

    Graphic Property

    4

    Adding   other components

    Adding text, images, and hyperlinks to analysis 

    for higher completeness

    Tab Component

    Text Component    

    Image Component

    Web Component

    5

    Adding   component interaction functions

    Drilling data

    Drilling

    Opening/jumping to other pages from the current

    dashboard/component

    Jump

    Clicking certain data to filter data of other 

    components (component linkage)

    Linkage

    Canceling/removing the linkage effect in the 

    dashboard


    Changing the to-be-filtered values flexibly during 

    dashboard viewing

    Filtering multiple components at the same time

    Filter Component Overview

    6

    Viewing   components

    Zooming in to view the components on the 

    dashboard page

    Component Zooming in

    View the filtering conditions generated by the 

    components on the dashboard page

    Viewing Filter Criteria

    Viewing the detailed data table used to create 

    the chart components on the dashboard page

    Two Ways for Viewing Data Behind a Chart

    Switching the dimension fields displayed in the 

    component

    Dynamic Switching of Fields in a Table

    Dynamic Switching of Fields in a Chart

    7

    SQL dataset parameter 

    related 

    (optional)

    Real-time data related, column switching through widgets

    [Direct-Connected] Using Dynamic Columns 

    of the Table Component

    Real-time data related, URL parameter passing, 

    and data display by filtering

    [Direct-Connected] Passing Parameters 

    Through the Jumping Function

    Parameter applications

    [Direct-Connected] Transferring Parameters 

    by Directly Adding Parameter Conditions at 

    the end of the Dashboard URL


    附件列表


    主题: Creating a Visual Component
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