Level 3: Aggregation Calculation Filtering

  • Last update:  2024-07-05
  • Overview

    Version

    Version

    Functional Change

    6.1

    /

    Application Scenario

    You can filter the result value of an aggregation calculation. For example, after working out the sales volume for each product, you only want to display the products that meet the condition.

    The following figure shows the filtered data for products with a value of sales volume of more than 2000000.

    546b0bb0f8051933e204d80f53fae13.png

    The following figure shows the filtered data for products with a value of sales volume profit of more than 20%.

    366dbc6c55510512ccdbf4823218783.png

    Function Description

    You can drag a field (having been performed an aggregation calculation on) into Filter to filter the result value.

    When dragging a regular indicator field into Filter, you need to select aggregation methods before filtering.

    When dragging an aggregation function field into Filter, you can directly perform filtering.

    When dragging the field Count into Filter, you need to select count dependence before filtering.

    iconNote:

    1. If you add the filtering condition Largest N/Smallest N to a field value, the filtering belongs to the fourth level of quick calculation filtering.

    2. Detail tables do not support aggregation calculation filtering.

    Example

    Click and download the sample data: Office Supplies Data.xlsx.

    Create an analysis subject, upload the sample data, and drag the fields Product and Sales Volume into the analysis area to obtain the data of the sales volume for each product.

    6cf504260088cf2d6ccabcb62ecacd1.png

    Filtering the Data of Products with a value of Sales Volume more than 2000000

    You can filter the field Sales Volume in the analysis area through the following two entries.

    Entry one: Drag the field Sales Volume into Filter, select Sum, and set the filtering condition to More than, Fixed Value, and 2000000 in sequence.

    图片3.png

    Entry two: Click the 727fe020d0da6ba77315931de1de92a.png icon next to the field in the analysis area (or click the 84257b4acef5ab83176dfc17619bff5.png icon next to the table header) and select Filter from the drop-down list.

    图片4.png

    Filtering the Data of Products with a Value of Sales Volume Profit more than 20%

    You can filter the aggregation function field Profit Rate.

    1. Create a calculation field named Profit Rate and enter the formula: SUM_AGG(Profit)/SUM_AGG(Sales Volume).

    254ab552e219152479db7d42c40d5f1.png

    2. Drag the aggregation function field Profit Rate into Filter. (The current dimension field is Product Name, therefore, the filtered data is the profit rate of each product.) Set the filtering condition of the field value to More than, Fixed Value, and 0.2 in sequence.

    2.2.gif

    Filtering the Data of Products with a Value of Customer Number more than 200

    1. Drag the field Count into Filter and select Customer. (The current dimension field is Product Name, therefore, the filtered data is the customer number of each product.)

    1fedeb16845e6a02244b7ea4712558d.png

    2. Set the filtering condition of the field value to More than, Fixed Value, and 200 in sequence.

    75a433f44b17fe89f41e480e6715d19.png

    The following figure shows the effect.

    3083d6d9904bc6a64699885f617562b.png

    Attachment List


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