Overview
Version
| FineBI Version | Functional Change |
|---|---|
6.0 | - |
Application Scenario
You can set the value format of indicators or data.
Function Introduction
FineBI provides a value format setting function which can set indicator fields in group tables and cross tables, and data fields in detail tables to Auto, Number, or Percentage.
| Type | Supported Function |
|---|---|
Auto | You can set Quantity Unit, Unit Suffix, and Permille Sign. |
Number | You can set Decimal Place, Quantity Unit, Unit Suffix, and Permille Sign. |
Percentage | Set Decimal Place, Unit Suffix, Permille Sign, and Display Table Header Unit. |
Usage Scope
Group table, cross table, and detail table.
Example
Data Preparation
1. Log in to FineBI, click My Analysis, select a folder, and click New Subject.
2. Click Local Excel and Upload Data.
You can download the sample data: Contract Information.xlsx.
3. After the data is uploaded, click OK.
4. Click Save and Update and Exit and Preview. The data is created successfully.
Component Creation
1. Click Component in the lower left corner.
2. Select Group Table in Chart Type.
3. Drag Contract Type and Payment Type in the to-be-analyzed area to Dimension. Drag Number and Contract Volume to Indicator, as shown in the following figure.
Value Format Setting
1. For the value fields in Indicator (Data in case of the detail table) in the analysis area, for example, Contract Volume, click the drop-down button and select Value Format, as shown in the following figure.
2. Enter the value format setting page. The value format includes three types: Auto (by default), Number, and Percentage, as shown in the following figure.
1. Auto
If you select the Auto type, you can set Quantity Unit and Unit Suffix, and select Permille Sign.
Quantity Unit includes None (units digit), Thousand, and Million.
Unit Suffix supports custom input of required value units.
You can select or deselect Permille Sign.
By default, Quantity Unit is set to None (units digit), the Unit Suffix is empty, and Permille Sign is selected, as shown in the following figure.
Note:
For example, set Quantity Unit to Thousand, enter Unit Suffix as Dollars, and select Permille Sign. Example in the last row will display the configured format style. Click OK to finish the setting.
2. Number
Compared to Auto, the Demical Place setting is added to the Number type, which allows you to set the digits to be displayed after the decimal point for the indicator value (data value in the detail table).
By default, the value of Decimal Place is 2, Quantity Unit is None, Unit Suffix is empty, and Permille Sign is selected, as shown in the following figure.
For example, set Demical Place to 3, Quantity Unit to Thousand, enter Unit Suffix as Dollars, and select Permille Sign. Example in the last row will display the configured format style. Click OK to finish the setting.
3. Percentage
Compared to Number, the Percentage type does not contain the Quantity Unit setting, but has an additional setting named Display Table Header Unit.
By default, the value of Decimal Place is 2, Unit Suffix is empty, Permille Sign is selected, and Display Table Header Unit is deselected, as shown in the following figure.
For example, set Demical Place to 3, Unit Suffix to empty, and select Permille Sign and Display Table Header Unit. Example in the last row will display the configured format style. Click OK to finish the setting.
