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Spider Dataset Plugin

  • Last update:  2023-11-30
  • Overview

    Version

    FineBI version should match with FineReport version for using the Spider dataset plugin.

    FineBI Version
    Functional Change

    6.0.8

    /

    Application Scenarios

    If you need to display data through complex reports that cannot be directly made by using FineBI, you can use the FineReport designer to obtain data in Public Data of FineBI to create complex reports.

    Functions

    After the plugin installation, FineReport can connect to the Spider engine of FineBI to retrieve data, sharing table data and data permissions in Public Data of FineBI.

    Only data in Public Data can be retrieved by FineReport.

    The parameter selection of the Spider dataset is based on the calculation of the Spider engine. Other parameter selections are still based on the calculation of the report engine.

    iconNote:
    In retrieving data from Public Data of FineBI through plugins, if the data is real-time, the speed of data retrieval is determined by the performance of the database. If the speed of data retrieval is too slow, you can change real-time data into extracted data.


    Procedures

    Installing the Plugin

    To get the plugin and install it on FineReport Designer and FineBI, you can send an email to FanRuan's technical supports (international@fanruan.com) or click  at https://intl.finebi.com/en.

    Connecting to FineBI Project

    Connecting to FineBI Project by the Admin

    Connecting to FineBI Project by Common Users

    1. Connect to the FineBI project by the admin first.

    2. The admin assigns the permission of remote design template permission management to common users (for example, assign the permission to Alice).

     Spider 数据集插件2.2.2.gif

    3. Alice logs into her own account and connects to the FineBI project.

    Creating a Spider Dataset

    Switch to Remote Server and add a Spider dataset.

     

    Detail Table

    1. Click  and select the Real Estate Industry folder.

    iconNote:
    If there are multiple levels of subfolders under a folder, you need to select the folder and press the Enter key at the same time to select its parent folder.


    There may be multiple tables under a folder. Click  and select the Contract Fact Table.

    There are two table types: Detail Table and Group Table. Select Detail Table here.

    Click Setting behind Data to go to the data selection interface, tick all fields listed in the interface, and click OK.

     

    2. Click Setting behind Sort to go to the sorting setting interface, add a sorting column, and set the sorting order (ascending or descending).

    Select Unit Selling Price and Ascending, and click OK.

    Click Setting behind Filter Condition to go to the filter condition setting interface, add a column, and set conditions.

    Select Contract Total Price (RMB) as the column, and set the operator to Greater Than, and the parameter to $p.

    Click Refresh to view the parameter $p, set its default value to 140000, and click OK in the lower right corner of the interface. The Spider dataset is added successfully.

     

    The following table lists the filtering methods for different fields.

    Field Type
    Filtering Method

    Text

    In, Not In, Contain, Not Contain, Begin with, End with, Not Begin with, Not End with, Null, and Not Null

    Value

    Equal to, Not Equal to, Greater Than, Less Than, More Than/Equal to, Less Than/Equal to, Null, and Not Null

    Date

    More Than (after a certain date), Less Than (before a certain date), Equal to, Not Equal to, Null, and Not Null

    Boolean

    Equal to and Not Equal to (true/false)

    3. After finishing the setting, click  in the upper left corner to view the effect.

     

    Group Table

    1. Add another Spider dataset, set Real Estate Industry as Package, set Contract Signing Fact Table as Table, and set Group Table as Type.

    Click Setting behind Indicator and go to the column axis selection dialog box, where the indicator fields of the data table are listed. Tick Total Contract Price (RMB), Sales Area, and Unit Price one by one.

    Click Setting behind Dimension and select the AREAGUID, BUGUID, Contract Total Price and Standard Total Price in the dialog box, which displays all data tables associated with the selected fields above.

    iconNote:
    You cannot select the same field in Indicator and Dimension. If field A is selected in Indicator, it will be grayed out in the dimension setting interface, and vice versa.


     

    2. Click Setting behind Summary and select the summary method for fields needed (indicator fields).

    Select Distinct Count, Count and Sum for the summary fields one by one.

     

    Summary methods for various field types are listed below:

    Field Type
    Summary Method

    Text

    Distinct count, record count, string concatenation, distinct count by default

    Value

    Sum, average, median, maximum, minimum, number of unique values, number of records, variance, standard deviation, sum by default

    Date

    Count, number of records, earliest time, latest time, distinct count by default

    Summary methods for various fields are listed in the following table.

    Field Type
    Summary Method

    Text

    Distinct Count (by default), Record Count, and String Concatenation

    Value

    Sum (by default), Average, Median, Maximum, Minimum, Number of Unique Values, Number of Records, Variance, and Standard Deviation

    Date

    Distinct Count (by default), Number of Records, Earliest Time, and Latest Time

    3. Click Setting behind Sort, go to the sorting setting dialog box, and add sorting columns. (Fields already in Indicator and Dimension can be added again.)

    Select Standard Total Price and Ascending and click OK.

    Click Setting behind Filter Condition and go to the filter condition setting dialog box. Add columns, set conditions, and click Add > OK. The filtering method for various fields is the same as the detail table.

    In Filter Condition, select Total Contract Price as Column, set Greater Than as the operator, and set the parameter as $p.

    Click Refresh, set the value of parameter $p as 140000, and click OK in the lower right corner of the interface. The Spider dataset is added successfully.

     

    4. After finishing the setting, click  in the upper left corner to view the effect.

     

    Notes

    Problem:

    Currently, the data volume limit of the Spider dataset is 1,000,000 by default. If the limit is exceeded, an error will pop up, indicating that the dataset configuration is incorrect with the code 11300001.

    Solution:

    You can give feedback to the admin, who can log into FineBI to modify Data Access Limit as needed by choosing System Management > System Setting > General.

    QQ图片20230512095653.png

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