Calculation Field

The existing data sources lack the data required for analysis. Therefore, data calculation is needed. For example, you want to determine whether a contract is a large order or a small one in terms of its contract value, but this information is not directly provided by the current data.

Function Description

FineBI allows you to add calculation fields by calculating existing fields. The result obtained from calculation fields can be of the text, date, or value type.

For example, you add a dimension field through Add Calculation Field to stipulate that the contract wth more than 1,000,000 sales amount is a large order.

Prerequisite

You have created an analysis subject and added needed data tables to the analysis subject.

Background Information

FineBI supports various indicator calculations to help you analyze data better.

For details about the introduction of calculation and its types, see Getting Started with Calculation and Calculation Type Selecting.

Adding a Calculation Field

1. On the component editing page, click Add Calculation Indicator in the to-be-analyzed area, as shown in the following figure.

2. Go to the calculation field setting page. The following figure introduces the setting page.

Note:

You can select different fields from the table to participate in the calculation.

3. For details about more functions, see Function Calculation Format.

Setting a Calculation Field

Rename the calculation field and enter the required elements such as functions, fields, and operators in the formula input area. Click OK to save the calculation field.

Add a calculation field Order Determination by entering the formula and clicking OK to save setting. For details about the calculation format, see Function Calculation Format.

Calculation Field Operation

A new calculation field appears in the to-be-analyzed area. The field type in the demo is the text field. If the added calculation field is a value field, it will be automatically stored in the indicator column.

You can click the drop-down button and performoperations shown in the following figure on the text calculation field.

Note:

Calculation fields converted to  dimensions or  indicators in the to-be-analyzed area cannot be converted again or edited. Operations supported by a  calculation field copied from the source field are the same as that supported by the source field.

Assume that aggregation functions and quick calculation functions are not used in the calculation field:

When the result is of the value type, it will be exported as an indicator field. When the result is in of the date type or of the text type, it will be exported to a dimension field. Besides, the dimension field and indicator field can be converted to each other.

For example, when the result of Max(Cost) is  of the value type, the result will be exported as an indicator field. In this case, you can convert it to a dimension field, as shown in the following figure.

However, you cannot use this field to create fields further, as shown in the following figure.

Assume that the calculation field uses aggregation functions and quick calculation functions.

Whatever type the result is ( value type, text type, or date type), it will be exported as an indicators fields. And the indicator cannot be converted to a dimension.

Note:

In this case, the field of the text type or date type can only be dragged to Dimension in the analysis area.

In 6.0.8 and later versions, a new model is added to the subject, which supports calculation with cross-table fields. The added calculated field will be displayed in the Cross-Table Field group.