Dynamic Title Display (by Indicator Adding)

  • Last update:December 16, 2024
  • Overview

    Version

    FineBI Version

    Functional Change

    6.0

    Application Scenario

    The component title is static by default. To make the chart easier to understand, you can set a dynamic title that can change along with the data changes. In this way, you can quickly display key information and improve communication efficiency.

    The component title to which you add indicators will be displayed dynamically, as shown in the following figure.

    image 18.png

    Function Description

    To dynamically display the title by adding indicators, you need to hide the component title first, and then replace the title with the text component.

    Procedure

    Dashboard Creation

    Create an analysis subject and upload the sample data, as shown in the following figure.

    Sample data:Enrollment Per College.xlsx

    Calculation Indicator Adding

    Calculate the actual enrollment completion rate.

    1. Enter the component editing page and click Add Calculation Field, as shown in the following figure.

    image 3.png

    2. Add the Enrollment Completion Rate indicator. Enter the formula SUM_AGG(Actual Enrollment)/SUM_AGG(Planned Enrollment) to obtain the Enrollment Completion Rate indicator, name the calculation indicator field, and click OK, as shown in the following figure.

    image 4.png

    Formula

    Description

    Help Document

    SUM_AGG(Actual Enrollment)

    Sums the actual enrollment by college dimension.

    SUM_AGG

    SUM_AGG(Planned Enrollment)

    Sums the planned enrollment by college dimension.

    SUM_AGG

    SUM_AGG(Actual Enrollment)/SUM_AGG(Planned Enrollment)

    Calculates the proportion of the actual enrollment to the planned enrollment.


    Group Table Adding

    Add a group table. Select Group Table in Chart Type, and drag required fields from the left to-be-analyzed area into the right Dimension and Indicator bars respectively. The following figure shows the corresponding dragged fields.

    image 5.png

    Value Format Setting

    Set Value Format to Percentage for Enrollment Completion Rate.

    1. Click the drop-down icon of Enrollment Completion Ratio (Aggregation) and select Value Format to set the value display format for this field, as shown in the following figure.

    image 6.png

    2. Select Percentage for the Enrollment Completion Rate value field, set Decimal Place to 2, and click OK to complete the setting.

    image 7.png

    3. Check whether the values of Enrollment Completion Rate are displayed in the percentage form. If so, the group table is completed, as shown in the following figure.

    image 8.png

    Title Hiding

    Since you cannot directly add indicators to the component title, you need to hide the title first and add a text component to replace the title.

    1. Create a dashboard and drag the component to the dashboard, as shown in the following figure.

    image 9.png

    2. Select the component, click the drop-down icon, and deselect Show Title to hide the title, as shown in the following figure.

    image 10.png

    Text Component Creation

    Edit the content and artistic effects as needed in the text component.

    (1) Text Component Adding

    Choose Other > Text Component to add a text component, as shown in the following figure.

    image 11.png

    (2) Field Adding

    Click the text component and add content. Click image 19.png, and add the text field College and the calculation indicator field Enrollment Completion Rate (Aggregation) in order. The two fields are displayed in the text component after successfully added, as shown in the following figure.

    image 14.png

    (3) Text Content Adding

    Place the cursor between two fields and enter the text, as shown in the following figure.

    image 15.png

    (4) Text Style Setting

    Select the text content and edit the component style. Set the font size to 20, style to bold, and background color to yellow. Adjust the position and size. The following figure shows the final effect.

    image 16.png

    Default Value Setting

    1. To fix the college in the title at College of History by default when viewing the dashboard, you need to click College of History on the editing page to complete the linkage, as shown in the following figure.

    image 17.png

    2. Click Preview. During the preview, the default title is College of History — Enrollment Completion Rate — 69.38%.

    Effect Display

    For details about the effect of referencing indicators in the title, see section "Application Scenario."


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