Quick Dataset Replacement

This document is applicable to users who have installed the FineVis Data Visualization plugin to learn plugin functions.

Version

Application Scenario

During report creation, you often need to generate multiple reports based on the same template. Since each report displays unique data, you often need to re-create templates for different reports.

The FineVis Data Visualization plugin of V3.1.0 allows you to replace datasets quickly. For example, a company can quickly create the corresponding sales report for each region based on the same template by easily replacing the current dataset with datasets for different regions, such as Beijing, Shanghai, and Guangzhou. You can also switch between datasets for different years within the same template to quickly generate financial comparison reports across multiple years.

The dataset replacement function can avoid repeated template designing and reduce maintenance costs. Besides, you can quickly switch data as needed for various business scenarios, enabling more efficient report development and data analysis processes.

Notes

• You can replace datasets in FVS visualization dashboards and general reports.

• You can replace template datasets and server datasets.

• You can select one or more datasets for the replacement.

Function Entry

You can select a dataset to be replaced, right-click the mouse, and select Replace Dataset. Alternatively, you can click the Replace Dataset icon on the toolbar for dataset replacement, as shown in the following figure.

Dataset Replacement

Click Replace Dataset and wait until a pop-up box appears, as shown in the following figure.

The following table explains the dataset replacement in detail.

Function	Description
Original dataset	You can select the dataset to be replaced. You can preview the dataset by clicking the Preview icon that appears on the right when you hover the cursor over the dataset row. Note: When multiple datasets are selected for the replacement, datasets that are not used in the   template will be grayed out and cannot be selected.
Target dataset	No dataset is selected by default. You can select a template or server dataset from the drop-down list or search for one in the current template. You can preview target datasets.
Field matching	You need to select a target dataset before field matching. If the field name and type in the original dataset are consistent with those in the target dataset,   the corresponding fields will be automatically matched. If they are inconsistent, the target field will be empty and must be selected manually. Only fields of the same type can be matched. Note: The fields can be of the text, numeric, and date type. Target fields to be matched can be selected repeatedly for the replacement. No target field can be empty for field matching. You can replace the dataset only after all fields are matched. If one or more unmatched fields exist, a prompt indicating "Empty target fields still exist, causing replacement failure." will be displayed on the right of the original dataset, and the Replace All button in the lower right corner will be grayed out.

Replacement Effect

1. After the replacement, the components on the canvas will be updated in real-time, while the original dataset remains in the dataset list.

2. Application range:

The replacement takes effect for the components and dataset formulas that use the original dataset in the template. The following table shows the specific application range.

Template	Application Range
Component	FVS components: charts, widgets, titles, rich texts, and 3D components Cell elements: data columns, rich texts  containing formulas, charts, and formulas Floating elements: formulas and charts Hyperlinks: chart hyperlinks for floating charts Formula editor Note: The replacement will be performed only when dataset formulas are used.
Dataset formula	MAP, VALUE, COLCOUNT, COLNAME, ROWCOUNT, TABLEDATAFIELDS, and TABLEDATAS tablename.select, tablename.group, tablename.find, and tablename.value Note: Dataset field names (if any) in a formula need to manually replaced.