Selecting Calculation Type

1. Overview

This article describes the types of calculation that can be used in FineBI.

You can use the following four main types of calculation to create calculated fields in FineBI:

• Aggregate computing

• Detail level calculation (row-level of data source calculation)

• Control function of calculation granularity. Note: Only real-time data is supported.

• Quick calculation of components

2. Aggregate calculation

Sample data: 

289.Contract facts.xlsx

Aggregate functions can summarize a set of data, and we generally use the aggregated values of the aggregate function for recalculation. For details, please refer to: Aggregate functions .

For example, you want to process the following contract data:

To create a column to show how many "Contract ID" are in each "Contract type", we can use the formula: COUNT_AGG (Contract ID). As shown below:

The detailed results obtained are shown in the following figure:

Note: The color help to show the level of detail at which the calculation is performed.

The display mode in the dashboard is shown in the figure below:

3.Detail level calculation

Row-level calculation of data source can be implemented in " Add Column" in Self-service dataset and "Add Calculation Field" in Dashboard Component Editing Interface.

For details of the function, please refer to: Function calculation format.

3.1 Dashboard calculation

It is not recommended to use the dashboard to calculate detailed data.

Applicable type: For example, each order contains the data of the total price and the unit price, and the total purchase quantity needs to be calculated. Then we can directly use Contract amount/Purchase quantity. When summarizing, add the purchase quantity corresponding to each order to get the total purchase quantity.

Use "Contract facts" table, add a calculation field "Calculation of detail level to average", and directly use the formula Contract amount / Purchase quantity. As shown below:

The result is shown in the figure below. The calculation is performed at the row-level of the data source, so each row is individually colored:

Obviously, the result obtained is to divide the detailed data.

3.2 Calculation of self-service dataset

For details, please refer to: Add new column.

4. Control the function of calculation granularity (FIXED class)

 According to the switch of the analysis "dimension" of users, the calculation result of aggregation function will dynamically adjust following the "dimension" automatically.

But when the analysis area needs to have multiple dimensions, and at the same time it is necessary to calculate the aggregate data based on a certain dimension as the grouping basis, a fixed-granularity calculation function needs to be used.

Include , Exclude , and Fixed functions can better control the level of granularity to be calculated. These functions can be executed at a higher granularity level (include), a lower granularity level (exclude)  or a completely independent level (fixed).

For example, if you want to calculate the summary contract amount under different types of contract payment, the color help to show the detailed level of the application calculation, as shown in the following figure:

Enter the formula:

For details, please refer to: [Real-time data] Control calculation granularity function

5. Quick calculation of component

Quick calculation of component only allows calculation or conversion of existing data after creating a chart/table.

For details, please refer to: table quick calculation , chart quick calculation , table summary method , chart summary method.