Getting Started Example

Last updated: 2026-08-10 11:57:53

Overview

Through this case, quickly experience the entire process from metric definition to analysis. This case will create the following sales-related metrics based on the order table and present visualization effects on the data analysis card to analyze the sales profitability of each province.

Metric Name	Metric Type	Calculation Method	Business Caliber
Total Cost Price	Atomic Metric	sum(Order Table Cost Price)	Valid total cost amount
Total Sales Amount	Atomic Metric	sum(Order Table Sales Amount)	Valid total sales amount
Sales Gross Profit	Composite Metric	Total Sales Amount - Total Cost Price	Sales Gross Profit = Sales Amount - Cost Price
Sales Gross Profit YoY	Derived Metric	YoY/MoM - Annual MoM - Growth Rate	Sales Gross Profit YoY ratio

Operation Steps

Step 1: Integrate Dataset

In the Data Preparation module of Guandata BI, integrate the dataset needed for creating metrics. This example uses local Excel file import. For specific operations, see Local Files

Original data table: Visualization Chart Practice Data

Step 2: Create Public Dimensions

Go to Metric Center > Public Dimensions, create a public dimension named Province, and associate the Province fields from the datasets used in this example. These fields will then appear consistently as Province across metrics.

Step 3: Create Metrics

Create Metric Topic and Folder

Go to Metric Center > Metric Topic, create Sales Status Statistics Topic, and create a Profit Status folder within it to manage the metrics in this example.

Create Atomic Metrics

Go to Metric Center > Metric Management, select Sales Status Statistics Topic, click Add Metric, and select Atomic metric.

Create the first metric "Total Cost Price". Complete the configuration, then save and publish the metric. The configuration items are as follows:

• Dataset: Select the required Order Table
• Source Field: Select Cost Price
• Calculation Method: Select Sum
• Data Format: Select Currency
• Applicable Dimensions: Select as needed, recommended to select Date and Province
• Filter Condition: To ensure the metric data is valid and can guide future business strategies, configure the condition as Cost Price > 0 and Inventory Status != 0
• Business Caliber: Valid total cost amount
• Save to: Profit Status folder

Create the second metric "Total Sales Amount". Complete the configuration, then save and publish the metric. The configuration items are as follows:

• Dataset: Select the required Order Table
• Source Field: Select Sales Amount
• Calculation Method: Select Sum
• Data Format: Select Currency
• Applicable Dimensions: Select as needed, recommended to select Date and Province
• Filter Condition: To ensure the metric data is valid and can guide future business strategies, configure the condition as Cost Price > 0 and Inventory Status != 0
• Business Caliber: Valid total sales amount
• Save to: Profit Status folder

Create Composite Metric

Go to Metric Center > Metric Management, select Sales Status Statistics Topic, click Add Metric, and select Composite metric.

Create the third metric "Sales Gross Profit". Complete the configuration, then save and publish the metric. The configuration items are as follows:

• Calculation Formula: Total Sales Amount - Total Cost Price
• Data Format: Select Currency
• Applicable Dimensions: Select Use common dimensions of metrics in the expression to use the dimensions shared by Total Sales Amount and Total Cost Price
• Business Caliber: Sales Gross Profit = Sales Amount - Cost Price
• Save to: Profit Status folder

Create Derived Metric

Go to Metric Center > Metric Management, select Sales Status Statistics Topic, click Add Metric, and select Derived metric.

Create the fourth metric "Sales Gross Profit YoY". Complete the configuration, then save and publish the metric. The configuration items are as follows:

• Derived From: Select metric Sales Gross Profit
• Applicable Dimensions: Inherited from source metrics, cannot be modified
• Time Dimension: Inherited from source metrics, cannot be modified
• Derived Type: YoY/MoM
• Time Granularity: Year
• Default Current Period Time Range: This year
• Comparison Type: YoY/MoM - Annual MoM
• Value Setting: Growth Rate; Calculation Method: (Current Period Data - Previous Period Data) / abs(Previous Period Data) * 100%
• Data Format: Percentage
• Business Caliber: Sales Gross Profit YoY ratio
• Save to: Profit Status folder

Step 4: Create Metric Analysis Card

Enter the Data Analysis module, create a new page and click New Card to create a metric analysis card.

Create the first metric analysis card, using a table format to comprehensively display the data of Total Cost Price, Total Sales Amount, and Sales Gross Profit for each province.

• Visualization Method: Select Table
• Metric: Select Total Cost Price, Total Sales Amount, and Sales Gross Profit
• Dimension Selection: Province

Create the second metric analysis card, using a single line chart to show the monthly profit trend in Zhejiang Province.

• Visualization Method: Single Line Chart
• Metric: Select Sales Gross Profit
• Dimension Selection: Select Date (Month)
• Filter: Select Province and select Zhejiang Province

Drag and layout the created cards in the dashboard. The cards can also be applied to mobile applications and large screens later. The usage method is the same as other BI visualization analysis cards, which will not be expanded here.