Analysis Document Overview- FineBI Help Document

Last update：July 11, 2024

Overview

Version

FineBI Version	Functional Change
6.0	/
6.1	Added analysis document exporting as PDF.

FineBI Version

Functional Change

6.0

6.1

Added analysis document

exporting as PDF.

Note:

The function is not supported in Internet Explorer (IE). You are advised to use Google Chrome.

Application Scenario

Briefings and reports: You may need to switch back and forth between documents and FineBI dashboards to record issues during monthly or weekly business meetings. Now, you can use FineBI analysis documents to create business briefings, record meetings directly, and output meeting minutes. In the next meeting, you can directly track these records in the FineBI system to better combine business with data to form a PDCA cycle.

Reporting: You may need to interpret the key operational indicators or trends of in the company's operation analysis report, which may even require you to reproduce the analyzed tables. Now, with analysis documents, you can easily complete the report.

Function Description

You can add elements such as tables, charts, field values, and descriptions of related calculations in an analysis document to complete an analysis report

Creating an Analysis Document

Click the Add Analysis Document icon in an analysis subject.

The following figure shows the editing page of an analysis document.

Number	Description
1	Add charts.
2	Add fields from the subject.
3	Toolbar You can set the text format, font bold, italic, underline, strikethrough, font color, alignment method, ordered list, unordered list, to-do list, indent increase/decrease, and image/table/link/divider adding.
4	You can customize the document content in the editing area.
5	Content A table of contents is generated automatically based on the text format (title level), which can be collapsed. You can click a title in the table of contents to jump to the corresponding part in the document.

Adding a Component

You can directly add charts from the subject to the document. The charts change as data changes, requiring no image replacement.

Adding a Field

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.

Adding Content

You can set the edited text as a title. A table of contents is generated automatically based on the text format (title level).

You can also customize the text content, insert images/tables/links/dividers, and adjust the format.

The effect is shown in section "Application Scenario."

Sharing

In version 6.0.16, you can create public links and share content on the analysis document editing page. For details, see Sharing Dashboards Through Public Links.