Multiple indicators combined for percentage analysis

1. Overview

1.1 Expected effect

Place different indicators on the same pie chart to show the percentages between them.

For example, use a pie chart to show the percentages of "AMOUNT" and "PAID AMOUNT" between different indicators. It will be shown in the following figure.

1.2 Implementation idea

Merge indicators using the column-to-row method. First, create two new Self-Service datasets and add text data (the header of the fields to be merged) to the new column "Category", then merges up and down to merge the indicator "AMOUNT" and "PAID AMOUNT" into one field under the indicator, and then create a pie chart.

2. Operation steps

This example uses the data table "FRDemo_ORDERS" under "Data Preparation>SALES".

2.1 Create a new "AMOUNT" dataset

1）Create a new Self-Service dataset "AMOUNT" using the "FRDemo_ORDERS" table under "Data List" and select the fields ORDERID, AMOUNT as shown in the figure below.

2）Select "New column", enter the "category" in the "New column" name field, and fill in the text "AMOUNT", click OK. The following figure shows.

2.2 Create a new "PAID AMOUNT" dataset

1）Create a new Self-Service dataset "PAID AMOUNT" using the "FRDemo_ORDERS" table and select the fields ORDERID, PAID AMOUNT as shown below.

2）Select "New column", enter the category in the "New column" name field, and fill in the text "PAID AMOUNT", click OK. The following figure shows.

2.3 merges up and down

3）Select merges up and down, select the "AMOUNT" table, and click OK. As shown in the figure below.

For details of merges up and down, please refer to merges up and down

4）Edit the merge table, merge "AMOUNT" and "PAID AMOUNT" according to "ORDERID" and change the field name to "AMOUNT" as shown below.

5) Save and update this Self-Service dataset.

2.4 Make a pie chart

1）Using the Self-Service dataset "PAID AMOUNT", drag the dimension "Category" into the horizontal axis and the indicator "Amount" into the vertical axis, and select the chart type as pie chart. As shown in the figure below.

2）Drag the indicator "AMOUNT" into the tab bar. Select drop-down > Quick Calculation > current indicator percentage, as shown below：

3）Select the drop-down > numeric format again and set it as a percentage in the value format setting box that pops up in the system, as shown in the following figure.

3. Effect view

Both "PAID AMOUNT" and "AMOUNT" show the percentages on the same pie chart, as shown in the following figure.