After adding data to a subject, you can process it to obtain desired information.
In the previous section, we added three related tables and merged them into one.
If the data are of high quality, you can skip data cleaning and proceed with visual analysis using charts and graphs.
When uploading data, you may encounter dirty data, including blank rows and duplicates. In such cases, you can filter or clean the data accordingly.
To clean the data, use FineBI's functions like merging tables, filtering, sorting, modifying fields, adding formula columns, and adding summary columns.
You can also process data in the data editing interface, where you can adjust data and add analysis steps.
To merge tables with related data, you can use Left and right merge or Up and down merge.
In FineBI, you can hide, rename, modify, and rearrange fields in Field Settings.
You can either edit the table header directly in Header Settings or make changes in Field Settings.
In the previous section, we have successfully uploaded three tables. Let us now make a Sales Information table by merging corresponding product and store information.
Sales Information: sales information for some chain grocery store stores, including Product NO. and Store NO.
Store Information: information for all stores within the chain grocery store, with each number matching a single store.
Product Information: information for all products within the chain grocery store, with number matching a single product.
As every record in Sales Information has corresponding records in both Store Information and Product Information, you can use Left and right merge.
1. Select Sales Information > Left and right merge and tick all fields in Product Information. The data will be merged automatically based on Product NO. as the merge key.
2. Merge all fields in Store Information to Sales Information.
Note:
When you click the left merge option in Left and right merge, any absent data pertaining to stores and products will appear as a blank cell in the merged table.
Once the table merged, you will have a new Sales Information table with complete store and product data. However, the table layout may be unclear. To improve readability, you can rearrange columns as needed.
To rearrange the fields, simply hold down the Shift or Ctrl key and drag the column headers you want to move together.
Click Formula column, name the column as Gross Profit, and input the formula by clicking on the fields listed on the left-hand side. In this case, the formula is: Sales - Cost. Once done, click Save to record the changes.
When data processing is complete, you can share the table with other users in your organization by publishing it to Public Data. For successful publication, approval by the admin is necessary.
Once approved, it will be accessible in Public Data.
Users with permission to access the published subject can include the data in their analysis for further evaluation.
To export data to Excel, create a component and a detail table with all required fields, and click Export Excel.
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