Add remarks for analysis

1. Overview

1.1 Version

1.2 Application scenarios

• The dashboard is made for viewer to use, for the viewer, in many cases cannot be intuitive to see the calculation logic and indicator meaning behind the dashboard data, as well as the visualization analysis purpose, you can use the "Remarks" function at this time, allows viewers to quickly understand the meaning behind the dashboard data and better visualize the results.

• The user created an added calculation indicator when creating the component, and the functions and formulas used were complicated. Others could not understand the logic of the calculation when reusing the component. In this case, "Remarks" could be added during the calculation.

• The dashboard viewer does not know which data table is being used by the component he is looking at and when the data table was last updated, so he is not sure if the data is correct. In this case, click "Remarks" to view the details.

1.3 Function introduction

In the process of making the dashboard, the maker can remark and explain the key steps, such as calculation, filtering and so on. You can also make remarks on the visual components, explaining the meaning of the chart, and the viewer can use these remarks to understand the meaning of the data when using the visual dashboard.

Also, the dashboard viewer can click "Remarks" to see the details of the data table used by the component.

1.4 Range of settings supported

Note: Other components, Tab components, and filter components do not support remarks.

Sample data: "Package>ORDERS".

The user wants to calculate the PAID percentage of different SHIPMETHOD; You need to make remarks for these steps.

2. Add remarks for dimensions

2.1 Steps

Select "ORDERS" to create the component, select "group table", drag "SHIPMETHOD" into the dimension column, set "Custom Grouping", and merge "UPS, US Mail" into a group of "Mail", as shown below:

At this time, you can add remarks to "SHIPMETHOD", click "drop-down > Remarks", and enter "Mail(UPS, US Mail)", as shown in the picture below:

2.2 Preview effect

In the dashboard editing and preview interface, hover over the "SHIPMETHOD" field that has been commented to see the remarks, as shown below:

3. Add remarks for indicators

3.1 Steps

Drag "AMOUNT" into the indicator column and click "drop down > Quick Calculation > current indicator percentage" to calculate the proportion of different AMOUNT types, as shown in the figure below:

At this time, you can add remarks to the "AMOUNT" for quick calculation, click "drop-down > Remarks", and enter "Take the proportion of AMOUNT", as shown in the figure below:

3.2 Preview effect

In the dashboard editing and preview interface, hover over the commented field "AMOUNT" to see the remarks, as shown in the figure below:

4. Add remarks for calculaion indicators

4.1 Steps

Then calculate the percentage of PAID AMOUNT, click "+" to add the calculation indicator, name it "Rate", enter the formula: SUM_AGG(PAID)/SUM_AGG(AMOUNT), click "Remarks" in the lower left corner, and add the description:

4.2 Preview effect

If other users want to reuse this component, click "drop down > Modify calculation indicator", and click "Remarks" to view the remarks for this calculation indicator, as shown in the figure below:

5. Add remarks for visual components

5.1 Steps

Use "ORDERS" to make the component and click "Enter the dashboard" to enter the dashboard editing interface. Select the component, click "Remarks" and enter "Calculate the proportion of PAID AMOUNT in SHIPMETHOD", click "OK", as shown below:

5.2 Preview effect

In the dashboard editing and preview interface, select the component and click "Component Information", you can see the latest update time, data source, data type and remarks of the component, as shown in the figure below: