Chart Rendering

Overview

Chart Rendering includes a series of operations and settings. Guandata BI supports visual editing through drag-and-drop interactions, allowing users to create chart cards without writing code.

During chart creation, in addition to choosing a data source, you also need to determine which dimension fields and measure fields to display. Dimension fields identify categories or attributes in the data, while measure fields display numeric values. You can then configure options such as color, value, filter, and sort to create different chart types and data presentations based on your analysis needs.

Field Operations

Before creating a chart, users need to confirm whether the fields in the current data source can directly support the intended analysis. If the existing fields do not meet the business requirement, you can create new fields. For example, in a sales scenario, you may create a profit field by calculating the difference between sales amount and cost.

Create a New Field

Notes

1. After a card uses a dataset, the card side does not allow creation of a new field with the same name as an existing dataset field. However, if a field is first created on the card side and then a dataset field with the same name is later created on the dataset side, the system does not block it, so duplicate field names can appear in the card.
2. Because duplicate field names in the dataset and the card may cause calculation results that do not match user expectations, the system now warns users when duplicate field names exist while visiting a card on the dashboard page or entering the card editing page.

Add Calculated Field

When charting, if the existing fields do not meet the use case, you can create a calculated field to obtain the required data.

For example, if the dataset contains sales amount, sales quantity, and cost price by region, and you want to add a gross profit field:

1. Click Intelligent Coding to use the large model to generate the SQL for gross profit by region.

   

   You can also write the formula manually as [Sales Amount]-([Cost Price]*[Sales Quantity]) to calculate gross profit by region.

   Notes

   This kind of calculated field is a local calculated field and only takes effect for the current pivot analysis or visualization dataset.

2. Click Confirm to create the field successfully. You can then see the new calculated field in the dataset overview.

   

For more details, see Create New Field.

Add Grouped Field

A grouped field is created by grouping existing field values according to certain rules.

Grouped fields support custom grouping through filter conditions so that field data can be consolidated.

For example, if the dataset contains only a province field and you want to analyze sales by region, you can group provinces by geography into regions such as North China and South China, and then analyze sales by region.

For more details, see Create New Field.

Add Filtered Field

A filtered field applies filter conditions to an existing numeric field and creates a new field from the filtered result.

When users need to analyze numeric values that meet specific conditions, they can create a filtered field and define custom filter criteria to isolate the required data.

For example, if you want to filter the cost price of products whose province is Beijing or Tianjin and whose inventory status is normal, you can filter the Cost Price field as shown below:

For more details, see Create New Field.

Dimensions and Measures

As shown below, the left side of the visualization editor lists all fields contained in the dataset.

Dimensions: categorical data, such as city name, date, and product name, usually text or time-based fields.

Measures: quantitative data, such as sales volume and profit, usually numeric fields.

Add Dynamic Dimensions / Measures

In self-service analysis scenarios, users from different roles, businesses, or departments often focus on different dimensions and measures when viewing reports within the same themed dashboard. In addition, some business metrics are better suited to different chart expressions. In these scenarios, basic visualization charts also need to support dynamic field switching so consumers can slice analysis from different perspectives or switch queried metrics.

To satisfy different users' needs for different dimensions and measures and enable relatively free data analysis, Guandata BI supports configuration of dynamic dimensions and dynamic measures. This provides a direct and convenient way to build self-service analysis while significantly improving the user analysis experience.

Notes

Supported chart types:

1. Column charts: Single Column Chart, Clustered Column Chart, Clustered Column + Line Chart
2. Bar charts: Single Bar Chart, Clustered Bar Chart
3. Line and area charts: Single Line Chart, Multi-Line Chart, Stacked Area Chart
4. Pie and funnel charts: Pie Chart
5. Metrics and progress: Metric Card
6. Tables: Table, Detail Table, Grouped Table, Heat Map

Differences Between Dynamic Dimensions / Measures, Custom Reports, and Global Parameters

• Custom report: a self-service data retrieval tool that gives users more freedom. For example, compare fields cannot be preset and must be chosen manually each time.
• Global parameters: these fundamentally filter data rows rather than switch fields, so they do not update field names, legends, label names, or data formats together with parameter values. A global parameter can switch one parameter value and affect multiple fields.

Configuration Notes for Dynamic Dimensions / Measures

1. Path: on the card editing page, the left data area contains Dynamic Dimension and Dynamic Measure, which can be dragged into the Dimension, Compare, Measure, or Stacked Measure areas for configuration.

2. Example using dynamic dimension: drag Dynamic Dimension from the left data area into the Dimension area, then add multiple fields that need to be switched. After adding them, the dynamic dimension field supports the same settings as a normal dimension field.

   

After configuration:

• You can configure single-select or multi-select for dynamic dimensions and dynamic measures. If a chart restricts a certain area to single selection only, multi-select is not supported there.
• You can rename dynamic dimensions and measures.
• You can choose the display order of dynamic dimensions and measures:
  • Preset Order means the fields are displayed according to the order configured by the chart creator in the charting area.
  • Click Order means the fields are displayed in the order selected by the chart viewer.
• Users can switch fields directly above the chart. The fields chosen in the editing page become the default displayed fields, but viewers can change them later.

Usage Notes for Dynamic Dimensions / Measures

• Dynamic dimensions and measures support reordering fields, and the selected fields are displayed according to that order.
• Fields can be searched fuzzily, and multiple fields can be selected at one time.
• Quick queries support saving dynamic field filters.
• Row rules for conditional formatting also support dynamic field settings.
• After configuration, users can switch the fields above the chart.

When editing a detail table, you can drag dynamic dimensions and dynamic measures into the detail field area to choose fields that can be switched flexibly. Using dynamic dimensions as an example:

1. Drag dynamic dimensions or dynamic measures into the detail field area to open the dynamic dimension configuration dialog.
2. In that dialog, select fields by clicking them to make them dynamic dimension fields. The configurable options are the same as those for normal dimension fields.

After configuration, the dynamic dimension or measure fields selected in the editing page become the default displayed fields in the table, but users can still change them during use.

Notes

When dynamic dimensions exist, Knowledge Feedback and Analysis Result Storage are not supported. Subscription alerts can only be triggered based on the card's default fields. Dynamic measure fields do not support sparkline configuration.

Field Copy

When creating visualization cards, some data calculation logic may need to be reused repeatedly. Guandata BI supports copying calculated fields on the card side so repeated logic can be reused, saving time and improving efficiency.

1. Click the gear icon on the right side of an existing calculated field, such as Profit Margin, and then click Copy.

   

2. In the editor, the system automatically copies the existing formula and names it xxx_copy_creation time by default. Both the formula and field name can be modified.

   

3. After creation, the copied field appears in the dataset overview.

Charting Operations

After deciding which fields to analyze, users can drag them into the charting area to create visualization charts. Based on business needs, users can freely choose and configure both the chart data and appearance for personalized analysis.

General Configuration

Batch Field Settings

When a large number of fields need consistent formatting, batch field settings can improve card creation and business analysis efficiency.

Click the batch field modification icon next to Charting to open the Batch Field Settings dialog, select the fields you want to modify, and click Confirm after finishing.

1. Different chart types provide different batch settings. For example, tables and line charts:

   • Tables support alias, aggregation method, advanced calculand more.
   • Line charts support alias, aggregation method, and data format.

2. Different field groups also provide different batch settings. For example, dimensions and measures:

   • Dimension groups support alias, alignment, field interpretation, and more.
   • Measure groups support alias, aggregation method, advanced calculation, data format, alignment, field interpretation, and more.

Swap Dimension and Compare

Different business scenarios and viewing habits require different layouts. Some dimensions need to appear at the top of a data table, while others need to appear on the left. Analysts can use Swap Dimension and Compare with one click to convert column dimensions into row dimensions and row dimensions into column dimensions.

Dimension Configuration

#### Set Conditional Formatting

Conditional formatting is an important feature in tables, serving to highlight key/abnormal data and playing a beautifying role in the data presentation of tables.

Select a field, click "Conditional Formatting", and you will enter the custom conditional formatting settings page. Guandata BI supports four types of conditional formatting:

Single Color

1. Click "New" in the top right corner, select a field in the condition editor, and set condition rules.
2. Set the data style format in "Custom Style Settings", such as replacing data, font, color, and borders.
3. After clicking "Confirm", you can see the effect on the card editing page. As shown below, data with "Sales Amount" greater than the average value is displayed in red.

If there are already configured conditional formats, select "Import" in the conditional formatting setting box to apply the existing conditional format with one click.

Icon Sets

If users need to display "positive/negative display of year-over-year and month-over-month comparisons", "target completion of indicators", "highlight top values", etc., through symbols and font colors in business scenarios, they can select icon set styles for numeric fields. The icon set style supports the following settings:

• Icon color inversion: by default, green represents an upward trend and red represents a downward trend. Supports one-click reversal; after reversal, red represents an upward trend and green represents a downward trend, meeting user needs in different industries and scenarios;
• Icon position: provides two options, front and back. When set to front, the icon is on the left side of the field value; otherwise, it is on the right side. The effects of front, back, and color inversion are shown below:

Color Scale

Helps users understand data distribution. The larger the value, the closer the cell color is to the color corresponding to the maximum value; the smaller the value, the closer the cell color is to the color corresponding to the minimum value. The color scale style supports the following configurations:

• Supports two-color gradient, three-color gradient, two-color scale, and three-color scale;
• Provides default color schemes and supports custom configuration of minimum color, boundary color, and maximum color;

Notes

Export and comparison are not currently supported.

Data Bars

Data bars can intuitively display data segmentation and numeric values, making cold numbers more intuitive and approachable.

• Default is 2 conditions, supports adding and reducing conditions, up to a maximum of 5, and can configure whether to display numeric values;
• Null values do not need to be configured, default to no color.

Notes

Export and comparison are not currently supported.

Data bar conditional formatting pays attention to sorting; the higher the sorting, the higher the priority.

Header Format

Guandata BI supports editing the header format of fields. You can replace the header display with text or symbols, and also set the font style and color of the header.

When creating table-type cards (tables, grouped tables, detail tables), you can set header formats for dimension fields, including font, font size, font color, background color, bold, italic, and alignment.

In the table chart, select a dimension field in the charting area, and configure its header format in the right-side chart properties panel.

In addition to setting the header format for a single field, you can also synchronize the configured header style to other fields with one click.

Select a field, click "Edit Header Format", set the single measure field format, then click "Sync Style To". Select the fields to synchronize, and the corresponding fields will display the same style.

Notes

1. Supported scopes: dimension fields and measure fields of tables, grouped tables, carousel lists, and detail tables.
2. Effective scopes: headers of measure groups and headers of metrics within the group.

When fields are in the same measure group / main-sub indicator group, you can set the header format for all fields in that measure group / main-sub indicator group with one click.

Directly click the format setting of the measure group / main-sub indicator group. After setting is complete, select "Sync to Group Fields", and the header format of fields in that measure group will display the same style.

Alignment

Guandata BI supports setting the alignment of each field's data in the charting area of tables, which can be configured according to users' actual viewing habits.

Display As

During table creation, to improve the visualization effect of the table, users can use the "Display As" feature to present data of certain dimension fields in other forms. Guandata BI supports displaying dimension field data as images, hyperlinks, and text, with text as the default display.

Display as Image

After setting a field to "Display as Image", you can configure the image address and image size in the dialog. By default, you can use {{{value}}} to reference the current field value, which is suitable for scenarios where the field value is an image URL.

The image size unit is px, and the display size of images in the table is controlled by "width x height".

Display as Hyperlink

After setting a field to "Display as Hyperlink", you can configure the link address, text display, display method when value is empty, and opening method in the dialog. By default, you can use {{{value}}} to reference the current field value.

Click "Add Field" below the "Address" and "Text Display" input boxes to insert other fields in the current charting area for splicing jump addresses or displaying text. For example, display the product name as text while referencing the product ID in the link address to jump to the product detail page in the external business system.

The range of referenceable fields is as follows:

Table Type	Fields Supporting Hyperlink	Referenceable Fields
Tables, Grouped Tables	Dimensions, Compare Fields	Dimensions or compare fields in the same area of the current charting area, including the current field; dynamic dimensions, fields with free drill-down enabled, and measure names are not supported
Tree Tables	Dimension fields, excluding tree fields	Dimension fields in the current charting area, including the current field; tree fields and dynamic dimensions are not supported
Detail Tables	Detail Fields	Fields in the "Detail Fields" of the current charting area, including the current field
Carousel Lists	List Aggregate Primary Key	Fields in the "List Aggregate Primary Key" of the current charting area, including the current field; fields with free drill-down enabled are not supported

Notes

1. Fields that have been dragged into the charting area and set as hidden can also be referenced by hyperlinks.
2. If the referenced field is moved out of the charting area, the field in the hyperlink configuration will be marked as invalid. When saving and viewing the report, invalid fields are treated as empty strings.
3. When exporting table data, Excel cells will retain the hyperlink effect as seen on the screen; when exporting Excel/CSV raw data, hyperlink styles are not included.

Field Description

During table creation, some fields require additional explanations. You can use this feature to help viewers better understand the report's meaning. Field descriptions also support synchronization from the input dataset to the table. This feature supports tables, grouped tables, detail tables, custom reports, metric cards, and comparison metric cards. The default state is off. For the feature enablement description, see General Settings.

As shown below, click the "Sales Amount" field, select "Field Description", and add field introduction information. When the mouse hovers over the corresponding table header cell or question mark, the introduction information of the column under that cell will be prompted.

Field Alias

In the visualization editing interface, clicking a field in dimensions, compare, or measure measures will display an alias setting option, where you can set a more intuitive alias for the corresponding field. For example, in the figure below, "Sales Amount" is set with the alias "May Sales Amount".

Hide Fields

Supports hiding specific field columns in table cards, keeping the report concise while ensuring hidden fields still participate in conditional formatting calculations, sorting, and drill-down filter passing.

Effect as shown: the Province column is hidden.

When "Measure Name" is in the dimension area, you can also use "Hide Fields" to not display the measure name column. After hiding, the table does not display the measure name column, and the numeric content is displayed normally.

Notes

1. Only supported when "Measure Name" is in the dimension area. When in the compare area, hiding is not currently supported.
2. When using measure groups or main-sub indicator groups, hiding only acts on the finally expanded measure names, not hiding the user-configured group titles or upper-level headers.
3. When exporting "Table Data", the hiding effect is consistent with the page display; when exporting Excel/CSV raw data, it is not affected by the hiding settings.

Compare Configuration

When creating tables and grouped tables, adding dimension fields in the compare area can add column dimensions to the table. By adding column dimensions, data can be displayed more intuitively in the table. For example, in the figure below, dragging the dimension field "Product Category" to the compare area will display the field's data information at the top of the table while aggregating the data to a finer level for analysis.

Measure Configuration

Measure Groups / Main-Sub Indicator Groups

Measure Groups

For table and grouped table cards, to display the grouping relationship between information in the table, you can set measure groups in the measure area. Drag the measures that need to be grouped into this area, and the grouping relationship of the fields will be displayed in the table on the right.

Measure groups support adding multiple levels downward for more flexible header configuration.

Main-Sub Indicator Groups

For table-type cards, to display the primary/secondary or association relationship between information in the table, you can set main-sub indicator groups in the measure area. Drag the fields that need to set main-sub indicators into this area, and the field relationship will be displayed in the table on the right.

In "Chart Properties > Main-Sub Indicator Groups", you can set the main-sub indicator style.

Aggregation Method

During the creation of visualization charts, numeric fields need to be aggregated and calculated in some way before being displayed. Users can achieve this by setting aggregation methods for numeric fields. In the visualization editing page, after dragging a numeric field into the measure box of the charting area, click the field and select the aggregation method from the dropdown menu. Guandata BI supports the following aggregation methods: Sum, Minimum, Maximum, Average, Count, Distinct Count, None. The default aggregation method for dimension fields dragged into the numeric area is Count, and the default aggregation method for numeric fields dragged into the numeric area is Sum.

Advanced Calculation

When processing data fields, Guandata not only provides basic data calculation and analysis capabilities but also supports users in performing complex conditional calculation analysis on numeric fields through the advanced calculation feature. For specific usage scenarios and steps, see Advanced Calculation.

Data Format

By setting data formats for numeric fields, data can be made clearer and easier to read. The data formats supported by Guandata BI include: Number, Currency, and Percentage.

Supports configuring data display precision, with a range of 0 to 15 decimal places. The configurable precision range can be globally configured in the "Management Center > System Settings > Runtime Parameter Settings" page. For details, see Runtime Parameter Settings.

• Number (default): The most basic format, displaying only the original value of the number.

• Currency: For displaying financial data, you can convert values to a specific currency format. This includes selecting the currency type (such as CNY, USD, etc.), whether to use thousands separators, and allows selecting the unit of the value (such as "Ten Thousand", "Hundred Million", etc.). Among them, the currency type supports customization, and the prefix can be entered according to the currency type.

  

• Percentage: Converts values to percentage form, often used to display proportions, progress, and achievement rates.

Set Conditional Formatting

The process of setting conditional formatting for numeric field configuration is the same as setting conditional formatting for dimension field configuration. You can refer to the Set Conditional Formatting section above.

Sparklines

When creating tables, users can set sparklines for numeric fields to present data within the table in the form of visualization charts.

Sparkline Activation

1. Click any field in the Measures area, click "Sparkline" in the pop-up menu, and you can select the visualization chart type (currently supported chart types include single-line chart and progress bar). The single-line chart also supports selecting dimensions, sorting, and filter configuration.
2. After setting, the "Measures" area will display sparklines (the following figure takes the Order Quantity measure as an example).
3. Move the mouse over the sparkline to zoom in and preview the sparkline style for a clearer view of the sparkline data.

Notes

1. Analysis Engine 2.0: A single table card supports up to 5 numeric fields with sparklines set; Analysis Engine 1.0: A single table card supports up to 1 numeric field with sparklines set. When the sparkline count reaches the limit, if you try to add sparklines for a new numeric field, the system will not support adding, and will prompt that the count has reached the limit when hovering over the sparkline configuration option.
2. Tables generated by direct-connect datasets, tables with compare fields and advanced calculated measures do not support sparklines;
3. Numeric fields with sparklines set in tables do not support conditional formatting;
4. Numeric fields in sparkline columns do not support header sorting.

To cancel a sparkline, click "Sparkline" and select the chart type as "None". After confirmation, the sparkline effect will be canceled.

Sparkline Style Adjustment

Find the "Sparkline" section in the chart properties on the right side, and you can adjust the sparkline and preview chart styles according to your needs.

Turn on the "Data Label" switch in the "Sparkline Preview Style Settings" to display data in the preview chart. You can also further select and configure the label content.

The effect after turning on the data label (you can see that each point in the preview chart has a corresponding specific number identifier).

Analysis Engine Version Differences and Switching Instructions

Different analysis engine versions have different support quantities for sparklines, and the display behavior of sparklines will also differ when switching engine versions:

Support Quantity Differences

• Analysis Engine 2.0: A single table card supports up to 5 sparklines
• Analysis Engine 1.0: A single table card supports up to 1 sparkline

Engine Switching Behavior

• Switching from Analysis Engine 2.0 to 1.0: All sparkline configurations are still retained and can be viewed normally, but only 1 sparkline is displayed in the actual table
• Switching from Analysis Engine 1.0 back to 2.0: Restores to the initial state, and the sparkline configuration of each field on the table will take effect for display

Hide Fields

Supports hiding specific field columns in table cards, keeping the report concise while ensuring hidden fields still participate in conditional formatting calculations, sorting, and drill-down filter passing.

Analysis Operations

After creating a visualization chart, users can perform analysis operations on the chart data, such as filtering, sorting, and splitting a chart into multiple charts by dimension. The following sections describe these analysis operations in detail.

Data Filtering

During visualization editing, users can use the data filtering function to filter data sources by any dimension or measure. Multiple filter conditions can also be stacked to form combined filter conditions.

Filtering Steps:

1. When editing a card, configure default filters and set the filter level to Aggregation Filter / Result Filter;
2. Set the aggregation method for the corresponding filter;
3. Aggregation Filter filters data after aggregation, while Result Filter filters the final result data.

Filter Levels

Guandata BI supports three filter levels: Detail Filter, Aggregation Filter, and Result Filter:

• Detail Filter: Filters the detailed data of the dataset before performing aggregation and subsequent calculations; supports applying filters to other fields;
• Aggregation Filter: Filters the aggregated data according to the aggregation method of the filter field, which affects the following calculations: subtotals and totals, ranking - row/column ranking/dimension group ranking, percentages;
• Result Filter: Filters the final result data without affecting any calculations. If result filtering is performed on dimensions, the aggregation method needs to be set to None. If result filtering is performed on dimensions, the filter will only take effect when the field exists in the dimension/compare/row/column area of the card.

Notes

1. Aggregation Filter and Result Filter require Analysis Engine 2.0 to be enabled.
2. After enabling Analysis Engine 2.0 and using Aggregation Filter/Result Filter, if the feature is turned off:
   1. For custom report header filters and aggregated measure filter fields: they become aggregate measure filters;
   2. Others: they become Detail Filters;
   3. For export/import to versions that do not support Analysis Engine 2.0: after import, Aggregation Filter and Result Filter will become Aggregation Filter (the reason: only during export will it be determined whether to discard the aggregation method; during import there is no processing; at this time, if Analysis Engine is not supported/enabled, it will take effect according to the default effect; during export, the processing is unreasonable because it is possible to import to an environment that supports/enables Analysis Engine);
   4. Not enabled: after import, Aggregation Filter and Result Filter will become Detail Filters.
3. Charts with only one view support Aggregation Filter/Result Filter; charts with multiple views such as Chinese-style reports and form entry cards do not support this feature.
4. Detail tables have no aggregation, so they do not support Aggregation Filter/Result Filter.

The priority order of the three filter levels is:

• Detail Filter vs Aggregation Filter vs Result Filter, execution order: first perform Detail Filter, then aggregate, then perform Aggregation Filter and Result Filter.
• When filters in the editing page conflict with external filters, the system checks filter field + filter level + aggregation method. If all are consistent, the external filter takes priority; otherwise, they take effect in order.
  • Page aggregation filter vs card editing page aggregation filter: behavior is the same as Detail Filter; by default, the card editing page's filter takes effect. If it conflicts with the page filter, the page filter takes effect;
  • Page result filter vs card editing page result filter: behavior is the same as Detail Filter; by default, the card editing page's filter takes effect. If it conflicts with the page filter, the page filter takes effect;
• Page aggregation filter and result filter vs custom report header filter: behavior is the same as the relationship between regular filters and header filters; regardless of whether filter fields conflict, the optional range of the header filter is the intersection of the filter in the card editing page and the page filter, but the header filter does not affect the page filter.

When setting default filters for a card, after dragging in a field and setting the aggregation method, you can switch the filter level to Aggregation Filter/Result Filter.

1. If a field without an aggregation method is dragged from the dataset/zone area into the filter area, it defaults to Detail Filter and can be switched to Aggregation Filter or Result Filter;
2. When a field with an aggregation method is dragged from the zone area, it needs to carry the aggregation method of the zone field and defaults to Aggregation Filter; if the filter area does not support the aggregation method, it will be consistent with the effect of dragging from the dataset field;
3. When an aggregated measure field is dragged into the filter area, it defaults to Aggregation Filter and can only be switched to Aggregation Filter or Result Filter, with no Detail Filter option.

Notes

Aggregation Filter and Result Filter do not apply to summary indicators.

Differences between Aggregation Filter and Result Filter: Taking subtotals and totals as an example.

• When using Aggregation Filter, the calculation of subtotals and totals in the table will be affected.

• When using Result Filter, the calculation of subtotals and totals in the table will not be affected.

Filter Methods

Select a field and drag it into the filter area, for example "Province". Click a filter condition on the filter, and you can see that the filter supports three filtering methods: Select, Range, and Condition.

• Select Filter

When filtering ordinary dimensions, select-type filter conditions are often used. For example, to analyze the situation of several regions, just check the corresponding regions. You can also use "Exclude" for reverse selection.

• Range Filter

For range filtering of numeric fields, Guandata BI presets some common range selection conditions, such as greater than, between, etc.

• Condition Filter

When filtering ordinary dimensions, you can also use condition filtering to filter text data in fields using conditions such as "equals/does not equal", "contains/does not contain", "starts/ends with", etc.

Apply to Other Filters

Overview

The card editing page supports setting "Apply to Other Filters" for fields dragged into the filter area. By prioritizing the filter on that field, the optional values of other filter fields are dynamically filtered, improving filter efficiency and data query performance.

Feature Description

• Multiple Field Settings and Identification
  • Supports setting multiple fields as "Apply to Other Filters". After setting, the field will display a dedicated identifier in the filter area.
    
• Filter Logic Processing
  • After setting "Apply to Other Filters", when a filter field is dragged in, its optional values will only show data filtered by the "Apply to Other Filters".
  • After setting "Apply to Other Filters", it will only filter the optional values of subsequently filtered fields. Previous filters will not be affected.

Application Scenario Example

When the filter field "Province" is set to "Apply to Other Filters" and "Zhejiang Province" is selected, the optional values of other filter fields (such as "City") will only show cities under "Zhejiang Province".

Notes

• The "Apply to Other Filters" feature only takes effect at the "Detail Filter" level. When switching filter levels, the "Apply to Other Filters" configuration will be cleared.
• Historical filter values that are not "Apply to Other Filters" will not be immediately cleared due to the addition of "Apply to Other Filters". They need to be re-edited to take effect, avoiding accidental deletion of user-selected conditions.

Data Sorting

To make the visualization chart display changes in values more intuitively, dimensions or values need to be sorted.

If you want to set sorting for a field, you can drag the field into the sorting area and set sorting rules. You can also drag and add multiple sorting conditions simultaneously. When multiple sorting conditions exist, the sorting rules in the sorting area take effect from top to bottom. For specific operations, see Data Sorting.

Chart Splitting

After adding splitting, you can split a large chart into multiple small charts based on the split dimension.

For example, in the chart below, dragging the field "Date (Quarter)" to the split editing box splits this column chart into multiple small column charts by quarter, displaying the sales situation for each quarter. The default arrangement of split charts is 3 rows by 3 columns.

Auxiliary Operations

During chart creation, to optimize the visualization effect of the chart, users can configure the chart color and field information when hovering the mouse in the auxiliary operation area.

Color

When configuring chart colors, we can color the chart based on different dimensions, value sizes, and custom thresholds to more intuitively display data and highlight key information.

Color by Dimension

When a dimension field is dragged into the color configuration area, the system will color the chart according to different dimensions. For example, different categories, regions, or time periods can use different colors to facilitate distinction and comparison. In the figure below, the dimension "Province" is dragged to the color setting box, and "Color Setting" is clicked to color by the "Province" dimension. In addition, by clicking the color before the province, you can also customize the color.

You can bind the corresponding color to the dimension by clicking the small icon before the dimension.

• Icon highlighted: indicates that the value's corresponding color will not change according to theme color, data filtering, etc.;
• Icon grayed out: indicates that the value's corresponding color will change according to theme color, data filtering, etc.

Color by Value

When a dimension field is dragged into the color configuration area, the system will color the chart according to the size of the value and the color gradient selected by the user. After this feature is configured, by default, the higher values in the chart use dark colors (supporting one-click reversal), and lower values use light colors, making it easy for users to quickly identify the distribution of data values.

Drag the value "Sales Amount" to the color setting box, click "Color Settings", and the "Quick Threshold" pane will pop up, where you can select the color and gradient.

You can also click "Advanced Threshold" at the bottom of the window to switch the coloring rule for custom value grouping and colors.

Fine-grained Color Settings

After dragging a calculated field in, dynamic color display can be achieved by configuring custom thresholds.

When configuring fill gauges, the color configuration affects the non-background color of fill gauges; the non-background color of progress bars; the fill color of fluid progress charts.

1. Drag the value field into the Auxiliary > Color area;
2. Click the value field, select Color Settings, and set custom thresholds;

Notes

This feature only supports three chart types: fill gauges, fluid progress charts, and progress bars;

After setting the left auxiliary - color area, the priority is higher than the color settings in the right chart properties.

More Tooltips

Drag fields into the "More Tooltips" edit box. When the mouse hovers over the chart, the hover popup will display not only dimension and measure information but also the field information from the "More Tooltips" edit box.

For example, in the figure below, without tooltips configured, hovering over a column only shows the province and sales amount. After configuring tooltips, the same single column chart can display more information about the current dimension when hovering over it.