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Grouping table

  • Recent Updates: April 25, 2022
  • 1. Overview

    1.1 Versions

    FineBI VersionJAR DateFunction change
    5.1.72020-11-05The table header field only displays the field name and numerical format, and does not display the grouping method, summary method, quick calculation and aggregation of the corresponding fields.
    5.1.82020-12-04Title setting entry changes.

    1.2 Application scenarios

    Group table is a group report composed of row header dimension and numerical indicator data, and there is no list header.

    The grouping table is grouped according to the dimension dragged by the row header to summarize and statistics the data in the indicator. As shown in the figure below:

    pcview.png

    The following describes the steps to create a grouping table showing the sales .

    2. Example

    2.1 Create components

    1) Log in to FineBI, Click on "Dashboard", find "FRDemo_SALES_Volume", as shown in the figure below:

    dashboard.png

    2) Select "Group Table" in the chart type, drag the "Salesperson" and "Region","Product_types" fields to the dimension area to be analyzed for the row dimension, and drag "Sales_Volumn" and "Counter" to the indicator area to be analyzed for the column dimension. In the "component style", expand the row header node, as shown in the figure below:

    字段拖入.png

    Note: The table header field only displays the field name and value format, and does not display the grouping method, summary method, quick calculation, and aggregation of the calculated field of the corresponding field.

    2.1.1 Create average sale field

    Click "+", add a calculation field "average sale"the formula is shown in the following figure:

    Formula Description:

    Goal

    Get the average sales volume of each salesperson's order

    Idea

    1) First, count how many orders did the salesperson get.

    2) Then, divide the average sales volume by counter.

    Note: all cases that need to be summarized and summed before secondary calculation need to be realized by using aggregation function, so  here we use SUM_ AGG function.

    创建字段.png

    2.1.2 Add ranking field

    Drag the "average sale" indicator into the column dimension twice in a row, click the last one, select "quick calculation" in the pop-up menu, then select "Ranking" →"descending ranking" , as shown in the following figure:

    排名.png

    The meaning of descending ranking is that, the higher the average sale made by the salesperson, the smaller the ranking, the higher the placing.

    2.2 Set component title

    Click the text in the "title" to modify the component title to "grouping table". Select the text to set the font style of the component title to "Custom", as shown in the following figure:

    设置组件标题.png

    Note: for the fonts in the table, apple font is used by default under MAC system and Microsoft YaHei is used by default under Windows system. Among them, apple font is only effective under MAC system.

    2.3 Change the theme color of a component

    Click "component style"→"style"→"Theme colostyler", as shown in the following figure:

    更改组件的主题颜色.png

    3. View the effect

    3.1 PC terminal

    Click "+" to expand the grouping table, as shown in the following figure:

    pcview (1).png

    3.2 Mobile terminal

    移动端.png

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