6.0
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6.0.3
Added Group Condition.
For example, merge data with the same product name and calculate the corresponding remittance amount.
Group Summary refers to merging the same data into one group based on conditions and summarizing and calculating data based on the grouped data.
You can set group fields and summary fields in FineBI.
You can find this function in the following two ways:
The week calculation logic of year-week granularity adopts the standard week logic of IOS. The first day of each week is Sunday. There are 52 or 53 weeks each year. The first week of each year must include the day, January 4th. This can ensure that there are 7 days of data every week, which is more in line with business scenarios.
This example will show how to use the function Group Summary to calculate the average contract amount of permanent and temporary contracts each quarter.
Sample data:
Contract.xlsx
Upload the table from the local and go to data editing interface.
Selecting Grouping Fields
Click Group Summary to go to the configuration interface.
Drag and drop the fields Contract Signing Time and Contract Type to grouping and the field Contract Amount to Total.
Set Grouping Way
Click > Year Quarter to set the groupring way for the field Contract Signing Time.
Click > Custom Grouping to set the grouping way for the field Contract Type.
Click Add a group and modify the name as Permanent Business in the pop-up windows.
Select Permanent and click Move to > Permanent Business to move permanent contracts into the Permanent Business group.
Tick off Ungrouped values are assigned to Other in the bottom of the interface and change Other into Temporary Business. Click OK after finishing the settings.
Selecting Summary Fields
Drag and drop the field Contract Amount into Total.
Setting Summary Way
Click > Average to set the summary way for the field Contract Amount.
FineBI 6.0.3 allows you to add Group Condition for data to be summarized. By using this function, you can filter out data that meets conditions.
For example, if you want to know details about permanent contracts, you can click > Group Condition > Add Condition(AND).
Click Save and Update in the right upper corner after finishing relevant settings.
text, value, and Date fields are supported. All fields including empty fields can be renamed and deleted.
Field Type
Supported Grouping Way
Description
Text field
merge same items as a group
Custom Grouping
merge same items as a group means to classify/combine text fields of the same value into one group.
Custom Grouping means to customize the group for text fields.
Value field
Interval grouping
merge same items as a group means to classify value fields of same values into one group.
Interval grouping includes two ways: Auto and Custom Grouping.
The interval in Auto is divided into five groups by default according to the maximum and minimum values.
Custom Grouping is grouped by default according to the interval set in Auto. The interval can be modified. You can add, modify, delete, and rename customized groups. Those that are still not grouped will automatically be divided into a group with the customized name.
Date field
17 grouping ways are supported: Year Month Day, Number of weeks in year, Year-Month, Year Quarter, year, Quarter, Month, Month Day, Weeks, Week, Sun, Hour, Minute, Second, Year Month Day Hour, Year Month Day Hour Minute, and Year Month Day Hour Minute Second.
Supported Summary Way
Distinct Count
Records Count
String Splicing
Note: Only direct connection data is supported.
Distinct Count means to count the same values in the field only once. To be specific, it counts the number of different values. It equals to the command count(distinct field).
Records Count means to record the number of the field. It equals to the command count(*).
String Splicing means to connect values in the field into one value.
Note: The accuracy of the calculation depends on the type of database and the volume of data. In theory, the smaller the data volume is, the smaller the difference between the deduplication count is.
Sum
Average
maximum
minimum
Variance
standard deviation
Median Note: The default option is Sum.
Year-on-year/Month-on-month
You can set year, Quarter, Month, and Week in Year-on-year, Year-on-year growth, and Year-on-year growth rate. For details, see YoY/QoQ/MoM Growth (Quick Calculation).
Earliest Time
Latest Time
Distinct Count means to count the same values in the field only once. To be specific, it counts the number of different values. It equals to the command count(distinct field)
Earliest Time and Latest Time means the earliest and latest time within groups.
When the grouping field is value field and values in the field are infinite, you cannot use the function Interval grouping.
Note: This prompt only appears in extract data.
When the current user (the creator) is subject to row permission, fields that have been set row permissions cannot be dragged into grouping. The prompt will appear: Due to the permission inheritance, the calculation of the current data is abnormal. You need to add xxx field in xxx table into the group according to the lineage.
For example, Anna's Region Table is added row permission, which restricts the region as California. When Anna uses this table for grouping and summarizing, she needs to drag and drop the field Region into grouping, otherwise a prompt will appear
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