Creating a Component

Version

Application Scenario

Chart and table components are the body of a visual dashboard. You can use existing data to create visual charts for display in FineBI.

Function Description

In FineBI, you can create charts and tables for visualization display by dragging data fields to the analysis area.

The following figure shows the functions of each area on the component editing page.

The general usage sequence is as follows: Drag fields from area 1 to area 3/area 4, select and configure the chart in area 2, and filter component data in area 6 as needed.

You can download the sample data: ENdemo_Store_Sales_Statistics.xlsx.

Creating an Analysis Subject

1. Log in to FineBI, choose My Analysis > New Folder, and name the folder My First Component, as shown in the following figure.

2. Create an analysis subject using either of the following two ways:

a. Choose + > Analysis Subject.

b. Click New Subject.

3. On the analysis subject editing page, upload local Excel files, data in Public Data on which you have permissions, or data from created analysis subjects in My Analysis.

Choose Local Excel > Upload Data to upload the sample data ENdemo_Store_Sales_Statistics, as shown in the following figure.

If you need to edit the data further, you can process the data on this page. For details, see [Analysis Subject] Data Overview.

Editing the Component

1. Click Component to go to the component editing page. You can add multiple components to one subject.

Making a Chart

Select Stacked Column Chart, drag shop nature to Horizontal Axis, and drag sales and gross profit to Vertical Axis to make a chart, as shown in the following figure.

Note:

You can hold down the Ctrl/Command key or the Shift key to select multiple fields simultaneously in the to-be-analyzed area and drag the fields to the analysis area together.

Setting the Component Style

1. You can set graphic properties and component styles to beautify components. For example, you can customize chart colors or change the radian of the rounded corner radius of a column chart, as shown in the following figure.

For details, see Graphic Property and Chart Component Style.

2. For details about calculations or adding interactive functions, see Calculation Field Adding and Interaction Overview.

Adding the Component to the Dashboard

As the final visualization medium for data, the dashboard can be published or shared with other users for viewing. Therefore, you need to add the finished component to the dashboard.

For details, see Adding Components to Dashboards.

Field Display Order

When you go to the component setting page, sometimes the field order has already been adjusted during the data table creation. You may want to use the existing field order in the data table to facilitate subsequent data display.

By default, fields are ranked according to their data types (in the order of the date type, text type, value type, and calculation field type) in the to-be-analyzed area.

If you need to rank the fields in the field order of the source data table in FineBI, you can select Not Rank.

Dragging Prompt in the Icon Area

In FineBI of 6.0.13 and later versions,  the dragging prompt in the chart preview area is enhanced.

You can drag fields to this area according to the prompt. Charts are automatically in the component, as shown in the following figure.