Table Field Group Management

  • Last update:April 28, 2025
  • Overview

    Version

    FineBI VersionFunctional Change
    6.0/

    6.1.6

    Supported Get Source Table's Group.

    Function Description

    When previewing data in My Analysis, you can group data using Field Group, which helps you locate fields during visual analysis.

    Procedure

    Field Group Setting

    1. Create an analysis subject, choose Current Project > Public Data, search for the sample data DEMO_CONTRACT, select the sample data, and click OK, as shown in the following figure.

    1.png

    2. Click Save to save the analysis subject and click the Exit icon, as shown in the following figure.

    2.png

    3. Select the obtained analysis subject in My Analysis and click Field Group, as shown in the following figure.

    3.png

    4. If the source table has been grouped before, you can click Get Source Table's Group to quickly retrieve the group information set before, as shown in the following figure.

    5. You can modify and edit the existing groups and add two groups, namely Customer and Product, as shown in the following figure.

    iconNote:
          Group names cannot be duplicated or left blank, and cannot duplicate ungrouped field names.

    6. Click Edit to enter the analysis subject, and click Component to view the grouped fields in the left sidebar. You can quickly select required fields and drag them into the Dimension and Indicator bars, respectively, as shown in the following figure.

    5.png

    6.png

    Field Grouping Management

    Delete a field group, and the fields under the deleted group will be displayed in Ungrouped, as shown in the following figure.

    7.gif

    Move fields to another group. You can select a field, click Move to, and select the destination group, as shown in the following figure.

    8.gif

    Search for fields. When excessive fields exist, you can manually search for fields, as shown in the following figure.

    附件列表


    主题: Creating and Managing Analysis Subjects
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