Data Editing and Updating

After you add data to an analysis subject, you can process the data as needed.

In the previous document, you have learned how to add data. Now you may want to perform a visual analysis after the data is processed.

After you finish the steps in Creating an Analysis Subject and Adding Data, you can make an initial judgment on the added data to see whether it can meet analysis needs.

If the data quality is good, you can skip this document and directly learn how to perform a visual analysis in Data Visualization (Ⅰ).

If the data has defects and requires processing, you need to analyze the data through self-service datasets.

This section introduces some functional scenarios related to the following example.

Data Editing Introduction

When you upload data, you may encounter some dirty data, such as empty rows, and duplicate data. In this case, you need to process (filter or delete) the dirty data.

FineBI supports functions such as data switching, table merging, group summary, filtering and sorting, field modifying, formula column adding, and summary column adding.

For details about more functions of data editing, see Data Editing Overview.

You can process data on the data editing page. You can adjust data and add data analysis steps in the red area.

Field Adjustment

FineBI supports Field Settings, which allows you to perform operations on fields such as hiding, order adjusting, renaming, and field type modifying.

You can directly edit on the table header, or click Field Settings to edit.

You need to modify the field type if dimension fields are mistakenly set to indicators during the analysis.

For example, the analysis cannot be performed when the Work Experience field is of value type. In this case, you need to convert the field type from Value to Text.

For details about more functions of field settings, see Field Settings.

Gross Profit Calculation

In the following example, the gross profit will be calculated based on the values of the existing fields: Sales and Cost.

You can click Formula Column and input the gross profit calculation formula: Gross Profit=Sales-Cost. Fields involved in the calculation need to be selected from the left side to take effect.

You can click Save and Update to save and update the edited data to FineBI.

Column Header Setting

You can drag the column headers to adjust their orders. You can hold down the Shift/Ctrl key to select multiple headers and move their positions. You can click the  icon next to the headers to perform filtering and ranking. You can double-click the headers to perform renaming.

Data Update

The following content introduces how to update data in FineBI when Excel source data changes. Generally, enterprises connect FineBI to their databases, and data in FineBI can be updated automatically. However, local Excel sheets need to be manually uploaded to FineBI.

You can click the Update Excel button and click Append. Click OK and click Save and Update. (You can download the sample data.)

The Append button is used to upload newly appended data with the same field format. The Replace button is used to replace original ones with new datasets.

Sharing and Publication

If you have completed the data processing and want other users in the enterprise to use this table for analysis, you can publish the table to Public Data.

However, the publication can succeed only after the approval made by the admin, as shown in the following figure.

Users with the path permission can click Create Analysis Subject and add the data to their subjects for analysis.

For details about how to publish personal data to Public Data, see Data Publish.

If you want to export data as an Excel file, you can add a component to create a detail table that contains all fields and click the Export Excelbutton at the top of the page.

After data preparation, you can start to create visual components to show data in tables and charts. Next, you can go to Data Visualization (Ⅰ) for further learning.