This article will introduce how to do a simple analysis. An Excel Contract Fact Table will be used as an example to help you quickly learn how to use FineBI.
You need to take four steps to complete the analysis in this example: create an analysis subject, add data, analyze data, and share and collaborate data to others.
Data from Contract Fact Table will be used.
Click to download and uncompress the example data:
All operations in this article are performed in My Analysis in FineBI.
Creating a Subject
Subject is the core element for data analysis and visualization in FineBI.
When you need to analyze data, you can create analysis subjects and conduct your own business analysis in them. Data processing, visualization charts and dashboard creation are supported in the subject. Moreover, subjects support collaborative editing among different users, greatly facilitating the sharing of analysis content among users.
Click New subject under My Analysis.
For details, see Analysis Subject.
Click New subject, you will go to the Select Data page.
Click Local Excel > Upload to add data you want to analyze.
You can download and uncompress the data in Example Data of this article, and then upload it.
Note: If the upload fails, it may be because your file is the CSV file format. Go to Manage > Security > Security, and turn off File Upload Verification.
1. If the data is uploaded successfully, you can directly edit it.
If the data don't need to be edited, you can directly visualize it.
FineBI supports adding columns, merging data, grouping and summarizing, filtering and sorting, field settings and other operations.
For details, see Introduction to Editing Data.
For example, if you want to analyze the purchase quantity of different products, you can use Product as the dimension field by changing the field type. Click the left side of the field header to change field type, and click Save And Update.
Note: If you click Save, the data will not be updated, and the component will still use the data before modification.
Adding Visual Components
FineBI supports data visualization through charts, enabling more intuitive and in-depth observation of data. It also supports data analysis in the components.
Next, the contract data will be displayed using visual charts.
Creating a Table
First, create a table to display the details of the contract information.
1. Click Component below to add a visual chart.
First, drag the fields on the left (Contract Type, Payment Type, Contract ID, and Contract Volume) into the analysis area, and then select Group Table as the chart type (default group table).
Click in the table to expand the data details.
2. Analyze Data.
In components, you can also analyze data by implementing field grouping, sorting and filtering, quick calculation, adding calculated fields and other operations.
For details, see Creating the First Component.
3. After analysis, click Component at the bottom of the page, and name it Contract Fact Table.
Creating a Chart
Analyze the purchase quantity of different contract types next.
To create a chart, drag the fields, then select the chart type.
FineBI have multiple types of tables and graphs, you can switch their types by clicking.
1. Click Add component to continue adding graphs.
2. First, drag the fields Contract Type and Contract Volume into Dimensions and Indicators respectively, and you will find it is not intuitive enough to display the data. You can click Partitioned Column Chart to clearly display the data.
Follow the same steps above to rename the component to Analysis of Contract Volume for Different Contract Types.
3. Analyze data.
Creating a Dashboard
After completing the component analysis, you can click Add dashboard at the bottom of the current page.
1. Drag the created tables and charts into the dashboard. Adjust its position.
You can click Preview to view all data analysis results.
FineBI allows sharing the content of the created analysis subject to others.
1. Click subject to invite others to collaborate. For example, select demo user for collaboration.
2. Demo users can find and edit the subject in the Collaborated to me folder under My Analysis.