Field configuration

Actions

Description

Edit field information

Modify the display name and description of a dimension or measure.

• Original Field Name: The display name of the field.

• Field Description: The description of a field. It can be in Text or Link format.

  • Text: You can configure descriptive text.

  • Link: You can configure the Link Text and Link Address.

    After you complete the configuration, click the icon next to the field in a chart to open the corresponding link.

    

    Note

    A field description from a dataset syncs to dashboard charts only if you select the Automatically sync dataset field descriptions to data works option in the workspace sync settings.

    

Edit calculation formula

You can edit the calculation formula for new calculated fields.

Change field type

You can set the field type to Text, Date, Geographic, Numeric, or Image. You can also convert a dimension field to a measure field, or a measure field to a dimension field.

• For date fields, you can configure the source data format.

  For example, if your source data is in the 20210101 format, select YYYYMMDD. The system uses this format to parse the data and ensure the field type is converted correctly.

  To modify the display format of a date field, use the "Display format settings" option.

• If a field represents a geographic location (such as a province or city) and you plan to use it in a map chart, set its type to Geographic and select the corresponding granularity.

• Image

  • Image (URL)

    If a field contains image URLs and you want to display the images in a crosstab, leaderboard, or ticker, set the field type to Image.

    Note

    Image URLs must start with HTTPS. HTTP is not supported.

  • Image (File Upload)

    If a field stores uploaded image files, such as images uploaded through data entry, setting its type to Image (File Upload) automatically converts them for display and use in datasets and subsequent reports.

    For more information, see Image Upload.

Default aggregation method

You can configure the default aggregation method for measure fields only.

When you analyze data in a dashboard, Quick BI uses the aggregation method configured in the dataset by default.

Display format settings

• Date display format

  Date fields support date display formats. You can configure a default date display format for each date granularity field.

  • Day granularity

    • YYYY-MM-DD (e.g., 2020-01-06)

    • YYYYMMDD (e.g., 20200106)

    • YYYY/MM/DD (e.g., 2020/01/06)

    • YYYY-MM-DD (Example: 2020-01-06)

    • Chinese date (Year-Month-Day) (e.g., January 6, 2020)

    • MMDD (e.g., 0106)

    • MM-DD (e.g., 01-06)

    • MM/DD (e.g., 01/06)

    • MM-DD (For example: 01-06)

    • DDMMYY (e.g., 06012020)

    • MM/DD/YY (e.g., 01/06/2020)

  • Week granularity

    • YYYY-WW (week, e.g., 2020-02)

    • YYYYMMDD~YYYYMMDD (e.g., 20200106~20200112)

    • YYYY/MM/DD~YYYY/MM/DD (e.g., 2020/01/06~2020/01/12)

    • YYYY-W (Week) (MMDD~MMDD) (Example: 2020-02 (Week) (0106~0112))

    • Chinese: Week W of YYYY (Example: Week 2 of 2020)

    • MM/DD~MM/DD (e.g., 01/06~01/12)

    • MMDD~MMDD (e.g., 0106~0112)

  • Month granularity

    • YYYY-MM (e.g., 2020-01)

    • YYYYMM (e.g., 202001)

    • YYYY/MM (e.g., 2020/01)

    • YYYY-MM (Example: 2020-01)

    • Month YYYY (e.g., January 2020)

    • Month M (e.g., Month 1)

  • Quarter granularity

    • YYYY-Q Quarter (For example: 2020-01)

    • YYYYQ (e.g., 2020Q1)

    • Quarter Q of YYYY (For example: Quarter 1 of 2020)

    • Chinese: YYYY, Quarter Q (For example: 2020, First Quarter)

    • FYYYYY-Q (e.g., FY2020-Q1)

    • YYYY Fiscal Year Q (e.g., 2020 Fiscal Year Q1)

    • YYYY Fiscal Year Quarter Q (e.g., 2020 Fiscal Year Quarter Q)

  • Year granularity

    • YYYY (e.g., 2020)

    • YYYY (Example: 2020)

    • Year (YYYY) in Chinese (Example: 2020)

    • FYYYYY (e.g., FY2020)

    • YYYY Fiscal Year (e.g., 2020 Fiscal Year)

• Null value display style

  For dimension fields, you can set the display style for a null value or an empty string.

  • Null value:

    • Display as '-'

    • Display as '{Null}'

    • Display as 'null'

    • Custom

  • Empty string:

    • Display as '-'

    • Display as '{Empty String}'

    • Display as 'null'

    • Custom

  • For measure fields, you can set the display style for a null value.

    • Display as '-'

    • Display as 'null'

    • Do not display

    • Custom

• Numeric value display format

  For measure fields, you can set the numeric value display format.

  • Auto

  • Integer

  • 1 decimal place

  • 2 decimal places

  • Percentage

  • Percentage (1 decimal place)

  • Percentage (2 decimal places)

  • Custom

    You can set a custom display format for numbers or percentages, or you can manually enter a format string.

    

Date properties

Date fields support the calendar year and the fiscal year.

To customize the fiscal year, select Fiscal year and then select a month for the Fiscal year starts in option.

• Fiscal year starts in

  You can select the month in which the fiscal year starts based on your business requirements.

  

  Note

  • For example, if you set Fiscal year starts in to April, the period from April 1, 2023 to March 31, 2024 is considered FY24. In this case, the calculation logic for year-over-year and period-over-period comparisons differs from that of a standard calendar year. For more information, see Year-over-year and period-over-period comparison.

  • The fiscal year aligns with the calendar year in which it ends.

    • If the fiscal year starts in January: The period from January 2024 to December 2024 is fiscal year 2024 (FY24).

    • If the fiscal year starts in February: The period from February 2024 to January 2025 is fiscal year 2025 (FY25).

• Week starts on

  Note

  For a list of data sources that support a custom start of the week, see Data source feature list.

  You can select the day on which the week starts based on your business requirements.

  Click Register Function to automatically register the required date functions.

  • If the week type is not a standard calendar week, you must click Register Function to register the date functions. If the registration fails, you must download the function script and run it on the corresponding data source.

  • If you do not have write permissions for the database, you cannot use the automatic Register Function feature. Instead, manually download the function script and run it on the corresponding data source.

  • Data sources such as MaxCompute, Presto, Hive, and Apache Doris do not support automatic registration. You must manually download the function script and run it on the corresponding data source.

Sync date granularity

This feature applies only to date fields.

Sort

Set the default sort order to None, ascending, descending, or custom.

When you analyze data in a dashboard, Quick BI uses the sort order configured in the dataset by default.

Geographic data matching

You can configure geographic data matching when the field type is Geographic and the granularity is continent, country, region, province/municipality, city, or district/county.

• From the drop-down list in the original data column, select a geographic value to manually match, and then select a matching location. For example, match "Shanghai" to "Shanghai (Asia/China/East China)".

  Note

  You can match values only to standard geographic names at the granularity level selected for the current field.

  

• Click the icon in the upper-right corner to add another geographic data configuration.

• Click the Batch Add button, enter the geographic data, and then click Recognize and Add to add them in a batch.

  Note

  Enter one item per line. You can add a maximum of 200 items. During recognition, duplicate and previously added entries are automatically filtered out.

  

• Click the icon to the right of the matching location to select Filter Unmatched Data or Filter Matched Data.

  

• Click the icon on the right to delete a specific data match.

  You can also select multiple data matches and delete them in a batch.

  

• Click Save to complete the geographic data matching configuration.

New

• New calculated field

  If the data you need for analysis requires processing from the source data, create a calculated field. For more information, see Create a calculated field.

• New grouped dimension

  A grouped dimension lets you categorize the values of a dimension. For example, you can group an age field into categories such as underage, youth, middle-aged, and elderly to view the vaccination status for each age group. For more information, see Grouped dimensions.

• New hierarchy

  Only dimension fields support creating a hierarchy based on the current dimension.

  Hierarchy: For example, you can set the Province, City, and District fields to form a hierarchy. When you configure drill-down in a dashboard, the drill-down occurs automatically based on the hierarchy. For more information about drill-down operations, see Drill-down.

Copy

Quickly duplicate a field. The system automatically appends the suffix "copy" to the new field's name.

Move to

Quickly move a dimension to an existing hierarchy or folder.

Convert to aggregated/non-aggregated

You can convert new calculated fields of the measure type to aggregated or non-aggregated fields.

• If you convert a field to non-aggregated, Quick BI encapsulates it with a default aggregation function (such as SUM) in a report, and the calculation is then based on the dimensions specified in the report.

• If you convert a field to aggregated, you cannot specify an aggregation method for it in a report. This means that no other aggregation functions will be applied when it is used in the report.

Delete

Deletes the field.

After you delete a field, you can restore it by clicking the table on the canvas and adding the field back from the pane on the right.

Hide

In the field list or data preview area, hover over a target field and click the icon to hide the field.

Hidden fields do not appear when you use this dataset in analysis tools such as dashboards and spreadsheets. To display the field again, click the icon in the field list to unhide it.

You can choose whether to display hidden fields on the dataset edit page:

• By default, this option is selected and hidden fields are not displayed in the data preview area.

• If you clear this option, hidden fields appear in the data preview area.

  

Drag fields to change the order

You can drag one or more fields to change their order or move them to another folder.