FineBI Version
Functional Change
6.0
/
Chart and table components are the main parts of a dashboard. You can use existing data to create charts for display in FineBI.
In FineBI, you can create charts and tables for visualization by dragging data fields into the analysis area to create charts or tables.
The functions of each area in the component editing interface are shown in the following picture:
Serial Number
Functions
Notes
A
The area for pending analysis contains all the fields in the table for analysis.
1. You can process the data in this area, such as field grouping, detail filtering, or adding calculation fields.
2. You can create a chart by dragging the fields to the field boxes in the analysis area.
B
Except for the area for pending analysis, all other areas in the component editing interface are analysis areas.
The analysis area allows for the creation of graphics and adjustment of graphic styles, such as selecting chart types and setting chart styles.
Rename the component, select the chart type, filter the data, and set the graphic properties.
C
You can preview the generated chart in the preview area.
·
Click View all data to see all the data in the chart.
D
The field boxes in the analysis area contain the fields from the area for pending analysis.
You can create a chart by dragging the fields in the area for pending analysis to the analysis area.
You can also perform quick calculations or adjust the display format, such as sorting.
The Horizontal Axis stores date fields and text fields.
The Vertical Axis stores numeric fields.
E
The area for managing data
1. Click Undo or Restore to undo or restore the actions performed in the component: Undoing/Restoring in the Dashboard.
2. Click Export Excel to export the current component.
3. Click Data Explanation to select default or custom dimension criteria and make analysis on a certain data based on the criteria in the dashboard.
4. The component management bar at the bottom allows you to add multiple components or dashboards and switch between them.
1. Login to FineBI, click My Analysis > New Folder, rename it to The First Component.
2. There are two ways to create a new analysis subject:
a. Click + > subject.
b. Click New subject.
3. In the subject editing interface, you can upload local Excel files, use data with permissions in Public Data, or use data from analysis subjects already created in My Analysis.
Select Local Excel files, and click Upload to upload the example data Store sales statistics.
If you need to further edit the data, you can process the data on this interface.
Click Add component to create a component. You can add multiple components in one subject.
Select Stacked Column Chart, drag Shop nature in Dimensions to Horizontal Axis, and drag Sales Volume and gross profit to Vertical Axis.
Note: When selecting the fields for analysis, hold down the Ctrl/Command or Shift key to select multiple fields at the same time and drag them into the analysis area together.
Set graphic properties and component styles to beautify components. For example, you can customize chart colors or change the rounded corner radius of a column chart.
The dashboard is the final visualization medium for data, and it can be published or shared with other users for viewing. Therefore, you should add the finished components to the dashboard.
When you enter the component setting interface, sometimes the field order has already been adjusted when creating the data table, and you may want to display data based on the existing field order in the table for easier subsequent data visualization.
In the area for pending analysis, you can set the display order of fields. By default, fields are displayed according to their data type, arranged in the order of field grouping, date, text, numeric field and calculation field.
If you do not want to change the order, you can switch to Not sorting.
If the data table changes after creating a component, a prompt will appear at the top: Source table has not been updated. Update now.
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