Linkage Settings Between Components

  • Last update:  2023-04-03
  • Overview

    Version

    FineBI Version

    Functional Change

    6.0

    /

    Application Scenarios

    After configuring several components, you may hope to filter out the required information through the linkage betweencomponents. FineBI allows you to set linkage between any components.

    For example, by clicking different types of products in the pie chart, you can filter out the corresponding sales data. Meanwhile, it doesn't take effect to other components. .

     Animation 1.gif

    How to Set Linkage

    1. Upload the Office Supplies Sales Data table.

    2. Use the table to create multiple components to analyze product sales (pie chart, KPI indicator card, and group table).

    3. Check the default effect of linkage between components.

    4. Set the range of linkage for each component.

    Creating an Interactive Subject

    Create a subject as follows:

     1.png

    Adding Data

    Data download: 

    Office Supplies Sales Data.xlsx

    Name the subject as Interactive Subject and upload local data to it.

     2.png

    The effect is as follows if the upload is successful.

     3.png

    Configuring Components

    Click Component tab in the bottom of the page to set components. .

     4.png

    Configure relevant components as follows:

    Component

    Document

    Component Configuring Steps

    Sales — KPI Indicator Card

    KPI Indicator Card

    1. Select KPI Indicator Card and drag and drop the Sales field into Graphic Properties > text.

    2. Click  > Numeric Format, select Number, and set Decimal Places as 0 and Quantity Unit as Million. .

     5.png

    6.png

    Profit — KPI Indicator Card

    Drag and drop the Profit field into Graphic Properties > text. The remaining steps are the same as above.

    Quantity — KPI Indicator Card

    Drag and drop the Quantity field into Graphic Properties > text. The remaining steps are the same as above.


    Sales Distribution of Different Product — Pie Chart

    Pie Chart

    1. Select Pie Chart and drag and drop the corresponding fields into Graphic Properties as follows: .

    2. You can hide legends in Component Style > Legend.

     

    8.png

    Sales Analysis Table

    Group Table

    1. Select Group Table.

    2. Drag and drop fields into corresponding areas as follows:

     9.png

    Bar chart of sales in different states

    Partitioned Column Chart

    1. Select the Partitioned Column Chart, drag and drop the corresponding fields, and click 0 to switch horizontal axis and vertical axis and change it to a bar chart.

    2. Click  > Descending > Sales(Sum) to sort the State field.

    3. You can hide legends in Component Style > Legend.

     

    Create a dashboard, drag and drop the components into it, and adjust their size and position.

    The dashboard is as follows:

     12.png

    Linkage Settings

    Default Linkage

    Default linkage conditions: Date in multiple components are from the same table or data tables used in those components are related with each other. .

    For example, click the category Furniture in the pie chart to filter out the corresponding data in other components.

     13.png

    Setting Linkage Manually

    You can also set linkage manually in FineBI. If the default linkage is not what you want or if linkages cannot be generated between components automatically (not using the same table and no association between the tables), you can set the linkage manually.

    For example, if you want to trigger the linkage only between the pie chart and the group table, you can cancel the linkage between other components.

    On the dashboard editing interface, select the pie chart, click  > Manually set up linkage to cancel the linkage between other components.

     

    Likewise, you can repeat the steps above to cancel the linkage between other components.

    The effect is same with section "Application Scenarios".

    Clearing and Canceling Linkage

    1. Click More and untick Enable default linkage. By doing so, you can disable the default linkage and set it manually.

    2. Click Clear all linkages to cancel all linkage  in the current dashboard.

    3. Click  to clear the linkage of the current component.

     16.png


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    主题: Advanced Data Analysis
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