Configure Chart Data

Chart Data Area

• ①Configure field styles in batches

• ②Filter Data

• ③Configure Auto-refresh

• ④Set the number of rows to display

• ⑤Create a calculated field

• ⑥Create a grouping dimension

• ⑦Create a placeholder

• ⑧Calculate Time Difference

• ⑨Add a dimension value alias

• ⑩Replace Missing Values

• ⑪Split a field

• ⑫Merge Fields

• ⑬Copy to Dimension

• ⑭Edit a dataset

• ⑮Switch Datasets

• ⑯Upload a local file

• ⑰Create a dataset

Batch Configure Field Styles

Edit multiple fields at once for efficient batch styling.

Data Display Format

Set the display format for measure fields. Supported formats include Auto, None (which displays the original value), Integer, 1 decimal place, 2 decimal places, Percentage, Percentage with 1 decimal place, Percentage with 2 decimal places, and Custom.

Filter Data

Filters narrow your data to specific information, which is especially useful for large datasets. You can filter data by text, numeric, and date types.

Text Type

For example, you can filter a province field to display only municipalities.

Example: Filter by province

1. In the Filter area, click the icon next to the Province field to configure the filter.

2. Configure the filter.

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

3. You can click Quick Entry to enter field values manually.

   Alternatively, you can select the required field values from the list:

   In the Fields dialog box, you can perform the following operations:

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

   • Click Add All Values on the Left to add all field values from the left to the Added list.

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

   • Click Exclude to exclude the field values that are in the Added list.

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

4. After you complete the settings, click OK.

5. Click Update. The chart then redraws based on the filter settings.

Numeric Type

You can filter data by a specific numeric range. For example, you can set the Order Quantity to be between 50,000 and 100,000.

Example: Filter by order quantity

1. In the Filter area, click the icon next to the Order Quantity field to configure the filter.

2. Select a filter condition, such as greater than, less than, or equal to.

3. After you complete the settings, click OK.

4. Click Update. The chart then redraws based on the filter settings.

Date Type

You can set a filter to display data from a specific time period. For example, you can display data for order quantities and profit amounts only from February 2010.

Example: Filter by order date (month)

1. In the Filter area, click the icon next to the Order Date (month) field to configure the filter.

2. Configure the filter.

   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 parameter is available only when you set Filter method to Month Range.	Not applicable
   Filter condition	You can set a Relative Time or an Exact Time.	Exact Time

3. After you complete the settings, click OK.

4. Click Update. The chart then redraws based on the filter settings.

Configure Auto-refresh

Set Display Row Limit

Create Calculated Field

For detailed instructions, see Create a calculated field.

Create Grouping Dimension

For detailed instructions, see Create a grouping dimension.

Create Placeholder

Click Create Placeholder to add a placeholder with a manually entered value.

For detailed instructions, see Placeholders.

Calculate Time Difference

Calculates the time difference between two date fields and returns a number. Only complete time units are counted.

For detailed instructions, see Calculate time difference.

Add Dimension Value Alias

Create new aliases for the values of a text field.

For detailed instructions, see Add a dimension value alias.

Replace Missing Values

Replace a null value or an empty string with another value.

For detailed instructions, see Replace missing values.

Split Field

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

For detailed instructions, see Split a field.

Merge Fields

Combine multiple text fields into a single new field by using a separator.

For detailed instructions, see Merge fields.

Copy to Dimension

Edit Dataset

Click the icon to access dataset editing options, including Preview data, Edit dataset, and Replace current dataset.

Switch Datasets

Click the selection box to switch between Used Datasets and All Datasets. This action clears all field configurations.

Upload Local File

Use a local file as a source table to create a chart.

Create Dataset

Click Create dataset to go to the creation page. For detailed instructions, see Create a dataset.