Configure chart fields

This section explains how to configure a measure field, using the order quantity field as an example:

1. Hover the pointer over the measure field and click the icon on the right.

   

2. Configure the following parameters based on your business requirements:

   

   • Data display format

     • automatic

     • None (displays the original value)

     • Integer

     • 1 decimal place

     • 2 decimal places

     • Percentage

     • Percentage (1 decimal place)

     • Percentage (2 decimal places)

     • Custom

       If the preset options do not meet your needs, select Custom for advanced data display formatting. In the Data Display Format Settings dialog box, configure the format type and its related settings. The supported types are Auto-adaptive, Numeric, Percentage, and Manual Input. The settings are described in the following table:

       Format	Parameter	Description
       Auto-adaptive	Adaptation method	Automatically adapts the number format for different locales. You can set the format to adapt to Chinese, Traditional Chinese, or English, or you can select Follow system language. The system then applies the appropriate numeral system and decimal places for the selected language to ensure a consistent format.
       Numeric	Magnitude	Sets the magnitude unit for the data. The default is None. You can switch to Auto, Thousand, Ten thousand, Million, Ten million, Hundred million, K, k, M, mn, or bn. Note K and k represent thousand; M and mn represent million; bn represents billion. When you select Auto, the system uses the most appropriate data unit for the actual value and automatically adapts the unit based on the system language. For example, a Chinese system displays units such as Wan and Yi, while an English system displays units such as K and M.
       	Hide magnitude unit	Specifies whether to hide the magnitude unit. This option is unavailable when Magnitude is set to None or Auto.
       	Decimal places	Sets the number of decimal places to display. You can enter an integer from 0 to 10.
       	Negative numbers	Sets the display style for negative numbers. The following options are available: -1234: Displays the number with a minus sign. This is the default option. (1234): Displays the number in parentheses.
       	Prefix/Suffix	Adds a prefix or suffix to the data. For example, if you set the prefix to "¥" and the suffix to "yuan", the data is displayed as "¥xxx yuan".
       	Currency symbol mode	Controls the position of the prefix for negative values. This option is available only when the negative number format is "-1234". When enabled, the prefix appears after the minus sign for negative numbers (for example, -¥5).
       	Use thousands separator	Specifies whether to insert a thousands separator in numbers. If you select this option, a separator is inserted every three digits.
       Percentage	Decimal places	Sets the number of decimal places to display. You can enter an integer from 0 to 10.
       	Negative numbers	Sets the display style for negative numbers. The following options are available: -1234: Displays the number with a minus sign. This is the default option. (1234): Displays the number in parentheses.
       	Prefix/Suffix	Adds text before or after the data.
       	Use thousands separator	Specifies whether to insert a thousands separator in numbers. If you select this option, a separator is inserted every three digits.
       Manual Input	Format code	Manually enter a format code composed of special characters such as 0, #, ,, ., E, %, ‰, ;, and '. For example: #,##0.00. The length cannot exceed 50 characters. For more information about the rules for manual input, see Manual input syntax and capabilities.

   • Alignment

     Horizontal alignment: Auto, Left, Center, Right.

     Vertical alignment: Auto, Top, Middle, Bottom.

   • Sort

     Unsort, Ascend, Descend, Ascend within group, Descend within group, Advanced sort.

   • Aggregation method

     Supported methods include SUM, AVG, COUNT, COUNT DISTINCT, MAX, MIN, Median, Percentile, Population Standard Deviation, Sample Standard Deviation, Population Variance, Sample Variance, First, and Last.

     The following are common use cases for the First and Last aggregation methods:

     • First/Last:

       • When analyzing product order data for each month, to view the amount at the start time and the ending inventory amount, set the aggregation method to First and Last, respectively.

         

       • When you use a query control to query the order amount for a specific time period and need to view the amount at the start time and the ending inventory amount for that period, you can set the aggregation method to First and Last respectively, as shown in the following figure:

         

       • When you analyze the inventory quantity for different product types in each region and need to view the inventory quantity at the time of the latest order, you can set the aggregation method to Last, as shown in the following figure:

         

       The following table describes the aggregation methods supported by different types of data sources.

       Data source	Aggregation method
       All types of data sources that can connect to Quick BI	SUM, AVG, COUNT, COUNT DISTINCT, MAX, MIN, First, and Last.
       MySQL, Vertica, SAP IQ (formerly known as Sybase IQ), SQL Server, Presto, PolarDB for Oracle, PostgreSQL, Oracle, MaxCompute, Hive, SAP HANA, AnalyticDB for PostgreSQL, Gbase, IBM DB2 for LUW, Clivia, ClickHouse, and AnalyticDB for MySQL V2.0	Population Standard Deviation, Sample Standard Deviation, Population Variance, and Sample Variance
       SAP IQ (formerly known as Sybase IQ), Oracle, MaxCompute, SAP HANA, and IBM DB2 for LUW	Median
       SAP IQ (formerly known as Sybase IQ), Oracle, MaxCompute, SAP HANA, and IBM DB2 for LUW	Percentile

   • Advanced calculation

     • Date cumulative total: calculates the sum of data from the initial date to the current date. For more information, see Date cumulative total.

     • Running total: Calculates a cumulative total, allowing you to observe the incremental growth of a measure. For more information, see Running total.

       Note

       • Running total cannot be used if period-over-period analysis is already configured for the measure field.

       • Running total can be configured only for fields aggregated by SUM (marked with the icon).

       • Cumulative calculation is supported only when the dimension contains one date field and the time granularity of the date field is year, quarter, month, week, or day.

     • Percentage

       • % of Grand Total

       • % of Column Grand Total

       • % of Row Grand Total

       • % of Parent Column Grand Total

       • % of Parent Row Grand Total

       Percentage is supported only in cross tables. For more information, see Cross table (new version).

     • Ranking

       • Ascend

       • Descend

       • Ascend within group

       • Descend within group

       • None

       For more information, see Data ranking.

     • TopN

       TopN (quick filter) filters the results returned from the database based on value. It helps you quickly pick the largest or smallest N records.

       For more information, see TopN.

     • Percentile

       Calculates the percentile rank for the results returned from the database. It helps you see where a value sits within the full dataset.

       For more information, see Percentile.

     • Period-over-period analysis

       The available values vary depending on the dimension fields. For more information about how to configure this feature, see Period-over-period analysis.

     • None

   • Null value display style

     Set the display style for null values.

     • Auto: Uses the dataset's configuration.

     • Display as '-'

     • Display as 'null'

     • Hide

     • Custom

   • Field display settings

     Set the display name and field description for the field.

     • Display name: The name of the field displayed in the chart.

     • Field description: A description for the field, which can be formatted as Text or a Link.

       • For text, enter the description.

         

         After the configuration is complete, you can view the text by hovering over the icon to the right of the field.

         

       • For a link, configure the link description, icon style, and URL.

         

         The default icon style is . You can select other icon styles as needed.

         

         Click the icon on the right to visit the link. After the configuration is complete, you can click the icon to the right of the field to navigate to the corresponding link.

         

         Note

         The link can be opened in a new window, a centered pop-up window, or the current window. The link's opening behavior is determined by the Field description setting in the report configuration.

         

   • Hide field

     If you hide a field, it no longer appears in the report. You can also unhide it.

     

     Delete field

     Hover the pointer over the measure field and click the icon on the right.

This example shows how to configure the product_type field as a dimension field.

1. Hover over the dimension field and click the icon on the right.

   

2. Configure the Sort parameter based on your business requirements. Valid values:

   

   • Alignment

     Horizontal alignment: Auto, Left, Center, Right.

     Vertical alignment: Auto, Top, Middle, Bottom.

   • Sort

     Unsort, Ascend, Descend, Ascend within group, Descend within group, Custom, Field sort, Advanced sort.

     Select Custom to drag the field to the specified area.

     

   • Advanced calculation

     None, TopN.

     For more information, see TopN.

   • Null value display style

     You can set the display style for null values or empty strings.

     • Null value:

       • Auto: Uses the display style defined in the dataset.

       • Display as '-'

       • Display as '{Null}'

       • Display as 'null'

       • Custom

     • Empty string:

       • Auto: Uses the display style defined in the dataset.

       • Display as '-'

       • Display as '{Empty string}'

       • Display as 'null'

       • Custom

   • Field display settings

     Set the field's display name and field description.

     • Display name: The field name that appears in the chart.

     • Field description: A description for the field that supports both text and link formats.

       • For text, enter the description.

         

         After adding a description, click the icon to the right of the field to view it.

         

       • To use a link, configure the link text and URL.

         

         The default icon style is . You can select other icon styles.

         

         Click the icon on the right to open the link.

         

         After you configure the link, you can click the icon to the right of the field to open the link.

         

         Note

         You can open the link in one of the following ways: Open in new window, Open in a centered pop-up window, or Open in current window. The opening method is determined by the field description settings in the report configuration.

         

   • Hide field

     After you hide a field, it does not appear in the report. You can also unhide it.

3. Drill down the dimension field.

   Hover over the dimension field and click the icon on the right.

4. Delete the dimension field.

   Hover over the dimension field and click the icon on the right.

If your field is a date type, in addition to the standard dimension field settings, you can also configure the date display format. Take the order date (day) field as an example:

1. Move the pointer over the field and configure the date display format for the field by following instructions shown in the following figure.

   

   Configuration effect

   

Symbol details and examples

Common format quick reference