Configure chart fields

This section shows you how to configure a measure field, using the order quantity field as an example.

1. Hover 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 predefined options do not meet your needs, select Custom for advanced formatting. In the Data Display Format Settings dialog box, choose a format type and configure its settings. You can select auto-fit, Number, Percentage, or Manual input. The following table describes the settings.

       Format type	Parameter	Description
       Auto-fit	Adaptation method	Supports automatic formatting for multiple locales. You can set the number format to Simplified Chinese, Traditional Chinese, or English. You can also select Follow system language. The system automatically applies the common numbering system for the selected language and adjusts the number of decimal places to ensure alignment.
       Number	Data magnitude	Sets the unit for the data magnitude. The default is None, which means no unit is added. You can switch to Automatic, Thousand, Ten thousand, Million, Ten million, Hundred million, K, k, M, mn, or bn. Note K and k represent thousands; M and mn represent millions; bn represents billions. When you select Automatic, the system selects the most appropriate data magnitude unit based on the actual value. The unit automatically changes based on the system language. For example, an English system displays units such as K and M, while a Chinese system displays units such as wan and yi.
       	Hide data magnitude unit	Specifies whether to hide the data magnitude unit. This option is unavailable when Data magnitude is set to None or Automatic.
       	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. -1234: Display with a minus sign (default). (1234): Display in parentheses.
       	Prefix/Suffix	This setting allows you to add text before and after the data. For example, if you set the prefix to "¥" and the suffix to "Yuan", the final data is displayed as "¥xxx Yuan".
       	Currency symbol mode	Controls the position of the prefix for negative numbers. This option is available only when the negative number format is "-1234". When enabled, the prefix appears between the minus sign and the number (for example, -¥5).
       	Use thousands separator	Specifies whether to insert a thousands separator in the number. If selected, 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. -1234: Display with a minus sign (default). (1234): Display in parentheses.
       	Prefix/Suffix	Adds text before or after the data.
       	Use thousands separator	Specifies whether to insert a thousands separator in the number. If selected, a separator is inserted every three digits.
       Manual input	Adaptation method	Manually enter a format string 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: Automatic, Left, Center, Right.

     Vertical alignment: Automatic, Top, Middle, Bottom.

   • Sort

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

   • Aggregation method

     The following aggregation methods are supported: SUM, AVG, COUNT, COUNT DISTINCT, MAX, MIN, median, percentile, population standard deviation, sample standard deviation, population variance, sample variance, First time point, and Last time point.

     The special aggregation methods First time point and Last time point have the following use cases:

     • First time point/Last time point:

       • To view the amount at the beginning of a period and the ending inventory for that period, set the aggregation method to First time point and Last time point. For example, when analyzing monthly product order data:

         

       • Similarly, to view the starting and ending amounts for a time period selected in a query control, use the First time point and Last time point aggregation methods.

         

       • To find the final inventory quantity for different product types across various regions, set the aggregation method to Last time point. This shows the quantity at the final order time point for the selected data.

         

       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 time point, and Last time point.
       MySQL, Vertica, SAP IQ (Sybase IQ), SQL Server, Presto, PolarDB for Oracle, PostgreSQL, Oracle, MaxCompute, Hive, SAP HANA, AnalyticDB for PostgreSQL, Gbase, IBM DB2 LUW, Clivia, ClickHouse, and AnalyticDB for MySQL V2.0	Population Standard Deviation, Sample Standard Deviation, Population Variance, and Sample Variance
       SAP IQ (Sybase IQ), Oracle, MaxCompute, SAP HANA, and IBM DB2 LUW	Median
       SAP IQ (Sybase IQ), Oracle, MaxCompute, SAP HANA, and IBM DB2 LUW	Percentile

   • Advanced calculation

     • Date accumulation: Calculates a cumulative total over a date/time dimension. For configuration details, see Date accumulation.

     • Cumulative calculation: Calculates a running total of the measure based on the order of the data, letting you observe its incremental increase. For configuration details, see Cumulative calculation.

       Note

       • This feature cannot be used if comparison is configured for the measure field.

       • Only measure fields aggregated by SUM () support cumulative calculation.

       • 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 database results by value, letting you quickly select the top or bottom N records.

       For more information, see TopN.

     • Percentile

       The Percentile calculation determines the percentile rank for each value in the dataset, showing where a value falls within the entire dataset.

       For more information, see Percentile.

     • Comparison

       Available comparison options depend on the dimension field. For configuration details, see Comparison.

     • None

   • Null value display

     Sets the display style for null values.

     • Automatic: Follows the dataset configuration.

     • Display as '-'

     • Display as 'null'

     • Hide

     • Custom

   • Field display

     Configure the field's display name and field description.

     • Display name: The field name displayed on the chart.

     • Field description: A description of the field, which can be plain Text or a Link.

       • Text: You can configure descriptive text.

         

         Once configured, click the icon next to the field to view its description.

         

       • Link: You can configure link text and a link URL.

         Click the icon on the right to visit the link.Once configured, click the icon next to the field to open the link.

   • Hide field

     A hidden field no longer appears in the report but can be unhidden.

     

     Delete field

     Hover 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: Automatic, Left, Center, Right.

     Vertical alignment: Automatic, Top, Middle, Bottom.

   • Sort

     Unsort, Ascend, Descend, Ascend within Group, Descend within Group, Custom, Sort by Field, Advanced Sort.

     If you select Custom, you can drag the target field to a specific area.

     

   • Advanced calculation

     None, TopN.

     For more information, see TopN.

   • Null value display style

     Set the display style for null values or empty strings.

     • null value:

       • Automatic: Follows the dataset configuration.

       • Display as '-'

       • Display as '{Empty}'

       • Display as 'null'

       • Custom

     • string:

       • Automatic: Follows the dataset configuration.

       • Display as '-'

       • Display as '{Empty String}'

       • Display as 'null'

       • Custom

   • Field display content

     Set the display name and field description for the field.

     • display name: The name of the field displayed on the chart.

     • field description: A description of the field. It supports both text and link formats.

       • For text, enter a description.

         

         Click the icon to the right of the field to view the description.

         

       • For a link, enter the link text and link URL.

         Click the icon on the right to open the link.Once configured, click the icon to the right of the field to open the link.

   • Hide field

     If you hide a field, it will 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.

For date fields, you can also configure the date display format. The following example uses the Order Date (day) field:

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

Symbols and examples

Quick reference for common formats