Get Started with FineBI

Application Scenario

This document introduces how to make a simple analysis. A contract Excel table is used as an example to help business staffs quickly get started with FineBI.

Function Description

You need to take four steps to successfully make the sample analysis: creating an analysis subject, uploading data, analyzing the data, and sharing and collaborating the data with others.

Sample Data

The sample data analyzed in this document are from a contract Excel table. 

You can download and unzip the sample data: Sample Data.zip.

You can click and view the online demo.

All operations in this document are performed in My Analysis in FineBI.

Creating an Analysis Subject

An analysis subject serves as the core for data analysis and visualization in FineBI. When you need to analyze data, you can create an analysis subject and conduct your business analysis on the subject, with the supported features such as processing data, adding visualization charts, and creating dashboards. Besides, an analysis subject supports collaborative editing among different users, greatly facilitating the sharing of the analysis content.

Click My Analysis, select All Analysis, and click New Subject.

For details, see Analysis Subject Overview.

Uploading Data

After you click the New Subject button, you will be redirected to the Select Data interface. If you close the Select Data interface, you can click the addition button to upload data.

Choose Local Excel > Upload Data Download the sample data in section "Sample Data." Unzip and upload the data to the analysis subject.

Note:

1. If the upload fails, it may be due to a CSV file format. Choose System Management > Security Management > Security, and disable File Upload Verification.

2. If the upload still fails, see section "Confirmation Before Uploading" in Adding Excel Datasets.

Analyzing Data

1. Editing Data

1. After the data are uploaded successfully, you can directly edit the data.

If the data is well and does not need to be edited, you can proceed directly to visualization. Jump to section "Adding Visual Components" for the next step.

FineBI allows you to add columns, merge data, group and summarize data, filter and sort data, and set fields on the editing page of an analysis subject. For details about performing the operations above, see Data Editing Overview.

For example, if you want to analyze the purchase quantity of different products, you can set the Purchase Product field as the dimension field by changing the field type. Click the icon next to the field to change the field type, and click Save And Update.

Note:

If you click Save, the data in the table will not be updated, which means that when you add components and use the table for analysis, the data in the table will still be the data before the modification.

The following content introduces how to create components.

2. Adding Visual Components

FineBI supports data display through visual charts, and data analysis in components, enabling more intuitive and in-depth observation of data. Next, the contract data will be displayed through visual charts.

Creating a Table

You can create a table to show the contract details.

1. Click the Component tab at the bottom of the page. (You can select a chart type and drag fields to automatically generate a visual chart.)

Firstly, drag the fields on the left panel (Contract Type, Payment, Contract ID, and Total Sum) into the analysis area. (The chart type is Group Table by default). 

Click the  icon in the table to expand the data details.

2. Analyze data.

In the Component editing page, you can also analyze data, and perform operations such as field grouping, sorting and filtering, quick calculation through formulas, and calculation indicator adding. For details, see Creating a Component.

3. After you complete the above steps, click the  icon on the Component tab at the bottom of the page, and select Rename to rename the component to Contract, as shown in the following figure. 

Creating a Chart

The purchase quantity of different types of contracts will be analyzed through a chart in the next step.

To create a chart, drag the fields into the right analysis area, and then select a chart type. FineBI allows you to select multiple display formats of tables and charts from Chart Type.

1. Click the  icon next to the Contract tab at the bottom of the page to continue to add a component.

2. If you drag the Contract Type and Purchase Quantity fields into Dimension and Indicator respectively, you may find that the table does not offer a very intuitive representation of the data. In this case, you can select Partitioned Column Chart to display the data.

After you complete the above steps, you can refer to section "2. Adding Visual Components" to rename the component to Analysis of Purchase Quantity for Different Contract Types.

3. Analyze data.

In the Component editing page, you can also analyze data, and perform operations such as field grouping, sorting and filtering, quick calculation through formulas, and calculation indicator adding. For details, see Creating a Component.

3. Creating a Dashboard

After you complete the component analysis, you can click the  icon at the bottom of the analysis subject page to create a dashboard.

1. Drag the created table and chart into the dashboard and adjust their position.

You can click Preview to view all data analysis results. By following the above steps, a dashboard is completed.

Sharing and Collaboration

FineBI allows you to share the content of the created analysis subject with others.

1. Click the  icon next to Analysis Subject at the top of the page to add collaborators. For example, select the user Anna for collaboration.

2. Anna can find and edit the analysis subject in the Collaborated With Me folder under My Analysis. 

You have learned the core analysis steps of FineBI, and now you can see Introductory Analysis Case to continue learning the application skills and analysis methods of FineBI.