Field Settings

  • Last update:April 04, 2023
  • Overview

    For online video learning, see Field Settings.

    Version

    FineBI Version

    Functional Change

    6.0

    -

    6.0.2

    Support directly setting fields in the table header.

    Functions

    You can perform the following operations on the data fields: hiding fields, renaming fields, adjusting field order, and changing field type.

    1.     Adding Field Setting Steps

    In the data editing interface, you can add steps by clicking Field Settings or clicking + > Field Settings.

    QQ图片20230321161540.png

    2.     Field Adjustment in the Header

    You can click the header to modify data in that column.

    After setting the header, this step will be automatically added to the Field Settings procedures. If it's already in that procedure interface, another step will not be generated.

    1679470230195977.png

    Example

    The built-in demo dataset Contract Fact Table in FineBI will be taken as the example.

    You can find it in My Analysis, click Edit to enter the editing interface.

    Renaming Fields

    Methods:

    1. Enter the field settings interface, click to modify the field name Contract ID to Contract Code.

    QQ图片20230322144620.png

    2. Directly modify the field name in the header and press Enter.

    ezgif.com-video-to-gif (10).gif

    Hiding Fields

    If you do not need to display a field in the data, you can hide it.

    Note: If you want to add fields to the data with some hidden fields, you can directly enter the former step Field Settings and re-select needed fields.

    Methods:

    1. Unselect the Contract Code field, this field will no longer be displayed in the preview area.

    QQ图片20230322153424.png

    2.

    a. Delete a column:

    Delete a column directly in the header.

    ezgif.com-video-to-gif (11).gif

    b. Batch delete multiple columns:

    You can hold down the shortcut keys ctrl/shift to select multiple headers, and click the header drop-down list to delete those columns.

    QQ图片20230322145725.png

    Adjusting Field Order

    Methods:

    1. If you want to move the Community field to the place before the Region field, you can drag the field icon in the field settings interface.

    ezgif.com-video-to-gif (13).gif

    2. Drag the header to change the position as needed.

    ezgif.com-video-to-gif (14).gif

    Hold down the shortcut keys ctrl/shift to select multiple headers, and drag the selected headers to move columns.

    ezgif.com-video-to-gif (15).gif

    Changing Field Type

    Methods:

    1. You can directly change the field type in the Field Settings.

    For example, you can modify the Sales Date field type to text.

    QQ图片20230322151236.png

    For rules of converting the text field to the date field, see Editing Basic Tables.

    2. You can directly modify the type in the table header.

     QQ图片20230322151240.png

    附件列表


    主题: Adding and Editing Data
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