Configure chart data

Chart data pane

• ①Configure field styles in batches

• ②Filter data

• ③Refresh data on a schedule

• ④Set data display results

• ⑤Create a calculated field

• ⑥Create a group dimension

• ⑦Create a placeholder

• ⑧Get time difference

• ⑨Add a dimension value alias

• ⑩Replace missing values

• ⑪Split a field

• ⑫Merge fields

• ⑬Copy to dimension

• ⑭Edit a dataset

• ⑮Switch a dataset

• ⑯Upload a local file

• ⑰Create a dataset

Configure field styles in batches

To modify multiple fields efficiently, edit them in batches.

Set data display format

You can set the display format for a measure. Supported formats include Auto, None (displays the original value), Integer, 1 Decimal Place, 2 Decimal Places, Percentage, Percentage (1 decimal place), Percentage (2 decimal places), and Custom.

Filter data

Filters narrow the data in your chart. For large datasets, use a filter to display only the necessary data, which makes your report more precise. You can filter data by text, numeric, and date fields.

Text fields

You can set a filter to filter out municipalities from the province field.

Example: Filter by province

1. In the Filter pane, next to the Province field, click the icon to set the filter range.

2. Configure the filter as needed.

   Parameter	Description	Example
   Filter method	Supports Filter by Condition and Filter by Enumeration.	Filter by Enumeration
   Condition type	Supports Single Condition, OR Condition, and AND Condition. Note This option is available only when Filter method is set to Filter by Condition.	Not applicable
   Query method	Supports Single Select and Multi-select. Note This option is available only when Filter method is set to Filter by Enumeration.	Not applicable
   Filter condition	Set the filter conditions as needed. Dimension field: Measure field:	Shanghai, Tianjin, Beijing, Chongqing

3. When setting filter conditions, you can click Quick Input to manually enter field names.

   Alternatively, add the required field values from the list, as shown in the following figure.

   The Field dialog box provides the following options:

   • Enter a keyword in the search box and click the keyword below to add the target field values from the left pane to the Added list on the right.

   • Click Add All Field Values from the Left to move all listed field values to the Added list.

   • Select the checkboxes next to the field values on the left to add them to the Added list on the right.

   • Click Exclude to exclude the field values in the Added list on the right.

   • Click Clear to remove all values from the Added list.

4. After you finish the configuration, click OK.

5. Click Update to apply the filter and redraw the chart.

Numeric fields

You can set a filter range for numeric data. For example, you can set the order quantity range between 50,000 and 100,000. The chart then displays data within this range.

Example: Filter by order quantity

1. In the Filter pane, next to the Order Quantity field, click the icon to set the filter range.

2. Select a filter condition, such as greater than, less than, or equal to, as shown in the following figure.

3. After you finish the configuration, click OK.

4. Click Update to apply the filter and redraw the chart.

Date fields

You can set a filter to display data from a specific time period. For example, you can filter by order date to view the order quantity and profit from a specific period, such as February 2010.

Example: Filter by Order Date (month)

1. In the Filter pane, next to the Order Date (month) field, click the icon to set the filter range.

2. Configure the filter as needed.

   Parameter	Description	Example
   Filter method	Supports Single Month and Month Range.	Single Month
   Range type	Supports Starts From, Ends At, and Time Range. Note This option is available only when Filter method is set to Month Range.	Not applicable
   Filter condition	You can set a Relative Time or an Exact Time.	Exact Time

3. After you finish the configuration, click OK.

4. Click Update to apply the filter and redraw the chart.

Refresh data on a schedule

Set data display results

Create a calculated field

For more information, see Create a calculated field.

Create a group dimension

For more information, see Create a group dimension.

Create a placeholder

Click Create Placeholder to create a placeholder by manually entering a value.

For more information, see Placeholders.

Get time difference

This feature calculates the time difference between two date fields, returning the result as a number. The calculation counts only complete time units.

For more information, see Get time difference.

Add a dimension value alias

Create a new alias for the values of a text field.

For more information, see Add a dimension value alias.

Replace missing values

Replace null values and empty strings with specified content.

For more information, see Replace missing values.

Split a field

Split a text field into multiple fields based on a delimiter.

For more information, see Split a field.

Merge fields

Merge multiple text fields into a single new field using a separator.

For more information, see Merge fields.

Copy to dimension

Edit a dataset

Click the icon to open the dataset menu, which includes options such as Preview Data, Edit Dataset, and Replace Current Dataset.

Switch a dataset

Click the dataset selector to switch between used datasets and all datasets. Note that this action clears the current field configuration.

Upload a local file

Create a chart by uploading a local file to use as a source table.

Create a dataset

Click Create Dataset to open the creation page. For more information, see Create a dataset.