Adding Remarks for Analysis

Application Scenario

1. The created dashboard is used by viewers, but it is often difficult for them to understand the calculation logic and indicator meanings of the dashboard data by sight, as well as the analysis purpose of the visualization chart. Therefore, the viewers need to ask the dashboard creator, which incurs high communication costs. The Remarks function can help the viewers quickly understand the meanings behind the dashboard data and better utilize the results of data visualization.

2. When you are creating a component, you may add a calculation indicator with complex functions and formulas. However, others who reuse this component may not understand the calculation logic and need to spend a lot of time communicating with the creator. In this case, adding Remarks during the calculation can be helpful.

3. Dashboard viewers do not know which is the data table used by the component, nor do they know the latest update time of the data table. Therefore, they are unsure if the data is correct. In this case, they can click Remarks for more details.

Function Description

You can add remarks to key steps during creating and processing components, such as calculations, filtering, and so on.

At the same time, you can also make remarks on the visual components to explain the meaning of the charts so that viewers can understand the meaning of data through these remarks when using the visualization dashboard.

Viewers can click the icon to view the detailed data used by the components.

Limitation

1. Adding remarks is not available to other components and filter components.

2. Adding remarks in the analysis area is not available to the chart component.

Function Entry

Sample Data: Contract Analysis Table in Data Center.

You may want to calculate the proportion of contract amounts for different types of contracts, as well as the unit price of the contracts, and make remarks for these steps.

Procedure

1. Use Contract Analysis Table to create a component, and drag Contract Type Name into Dimension. Select Customize Grouping from the drop-down list, and merge Employee purchase and Ordinary house purchase into a group called Bilateral Contract.

2. Now, you can add a remark to Contract Type Name by selecting Remarks from the drop-down list and entering the remark Bilateral contract includes employee purchase and ordinary house purchase.

Effect Display

On the dashboard edit and preview page, hover the cursor over the Contract Type Name field that has already been remarked to view the remarks.

Procedure

1. Drag Total contract price (RMB) into Indicator, and select Percentage from the shortcut menu of Quick Calculation to calculate the percentage of different contract amount types.

2. At this time, you can select Remarks from the drop-down list of the Total contract price (RMB) field, and enter Calculate the percentage of total contract price.

Effect Display

On the dashboard edit and preview page, hover the cursor over the Total contract price (RMB) field that has already been remarked to view the remarks.

Procedure

Calculate the unit price of the contract. Click Add Calculation Indicator, name the added indicator field Average Contract Price, enter the formula: SUM_AGG(Total contract price(RMB))/COUNT_AGG(Total contract price(RMB)), and click Remarks in the bottom left corner to add a remark.

Effect Display

If other users want to reuse the component, they can select Modify Calculation Indicator from the drop-down list, and click Remarks to view the remarks.

Procedure

Create a component with Contract Analysis Table,  select Remarks from the drop-down list, and enter the remark: "This table is used to calculate the unit price and percentage of amount for different types of contracts", and click OK.

Effect Display

On PC

On the dashboard edit and preview page, select the component and click the Component Information icon to see information on Recently Updated, Data Location, and Remarks.

On Mobile Terminals

On mobile terminals, you can click the Zoom In button to view table/chart components. You can also see Remarks in the bottom right corner of the toolbar. Click the button to view remarks.