Overview
Version
| FineBI Version | Functional Change |
|---|---|
6.0 | / |
6.0.3 | Added Group Condition. |
Application Scenarios
For example, merge data with the same product name and calculate the corresponding remittance amount.
Functions
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:
Explanation of Logic for Week Calculation in Year-Week Granularity
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.
Example
This example will show how to use the function Group Summary to calculate the average contract amount of permanent and temporary contracts each quarter.
Adding Data
Sample data:
Upload the table from the local and go to data editing interface.
Adding Grouping Fields
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.
Adding Summary Fields
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.
Adding Summary Condition
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).
Preview
Click Save and Update in the right upper corner after finishing relevant settings.
Description
Available Grouping Fields
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 |
|
|
Value field |
|
|
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. |
Available Summary Fields
text, value, and Date fields are supported. All fields including empty fields can be renamed and deleted.
Notes
Unavailable Interval Grouping Function for Infinite Values
When the grouping field is value field and values in the field are infinite, you cannot use the function Interval grouping.
Prompts about Permission Inheritance
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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