Configure percentage calculations-Quick BI(Quick BI)-阿里云帮助中心

Percentage calculation quickly computes a data point's proportion of a total. This helps you understand how a specific value contributes to the overall dataset. This topic describes how to configure percentage calculations.

Prerequisites

You have created a dashboard. For more information, see Create a dashboard.
You have selected a target dataset and configured the chart fields. For more information, see Configure chart fields.

Usage notes

The following chart types support percentage calculation.

Calculation type	Description	Supported chart types
Percentage of total	Calculates a data point's value as a percentage of all values in the dataset. For example, it calculates January sales as a percentage of total annual sales.	Line/area charts: line chart, area chart, stacked area chart, 100% stacked area chart, and combo chart. Column/bar charts: column chart, stacked column chart, 100% stacked column chart, radial bar chart, leaderboard, bar chart, stacked bar chart, 100% stacked bar chart, waterfall chart, bullet chart, box plot, and histogram. Bubble/scatter charts: bubble chart, scatter chart, and faceted scatter chart. Pie/ring charts: radar chart. Table charts: crosstab. Geographic charts: filled map, bubble map, heat map, flow map, and symbol map. Indicator charts: indicator card and indicator trend chart. Other charts: word cloud.
Percentage in group	Calculates a data point's value as a percentage of its group total. For example, it calculates January sales as a percentage of total sales for the first quarter.	Line/area charts: line chart, area chart, stacked area chart, 100% stacked area chart, and combo chart. Column/bar charts: column chart, stacked column chart, 100% stacked column chart, bar chart, stacked bar chart, 100% stacked bar chart, bullet chart, box plot, and histogram. Bubble/scatter charts (the X-axis cannot be a measure): bubble chart, scatter chart, and faceted scatter chart. Table charts: crosstab.

Note

Pie charts, rose charts, treemaps, funnel charts, and comparison funnel charts have built-in support for displaying percentages. Therefore, the percentage calculation option is not available for these chart types in the Advanced Calculation menu.

Configuration

In the Fields panel of the chart, locate the measure for which you want to calculate the percentage. Click the icon next to it, and in the drop-down list, select Advanced Calculation > Percentage. Then, configure the percentage type based on your business scenario.

The percentage calculation types available for a crosstab are different from those for other chart types, as described in the following table.

Chart type	Calculation type		Limitation	Calculation logic
Crosstab	Percentage of Grand Total		Available only when both rows and columns contain fields.	Calculates the value of the current data point as a percentage of the grand total.
	Percentage of column total		The Rows area contains a dimension field.	Treats each column as a separate unit and calculates the value of a data point as a percentage of the column total.
	Percentage in column group		The Rows area contains two or more dimension fields.	Groups the data by the finest-grained dimension in the Rows area and calculates the value of the current data point as a percentage of its group total. To specify a grouping dimension, select the Custom calculation type.
	Percentage of row total		The Columns area contains a dimension field.	Treats each row as a separate unit and calculates the value of a data point as a percentage of the row total.
	Percentage in row group		The Columns area contains two or more dimension fields.	Groups the data by the finest-grained dimension in the Columns area and calculates the value of the current data point as a percentage of its group total. To specify a dimension for grouping, select the Custom calculation type.
	Cumulative percentage	Cumulative percentage of column	The Rows area contains a dimension field.	Treats each column as a separate unit and calculates the cumulative percentage of data points from top to bottom.
		Cumulative percentage in column group	The Rows area contains two or more dimension fields.	Groups the data by the finest-grained dimension in the Rows area and calculates the cumulative percentage of data points within each group from top to bottom. To specify a dimension for grouping, select the Custom calculation type.
		Cumulative percentage of row	The Columns area contains a dimension field.	Treats each row as a separate unit and calculates the cumulative percentage of data points from left to right.
		Cumulative percentage in row group	The Columns area contains two or more dimension fields.	Groups the data by the finest-grained dimension in the Columns area and calculates the cumulative percentage of data points within each group from left to right. To specify a dimension for grouping, select the Custom calculation type.
	Custom	Percentage of Grand Total	Available only when both rows and columns contain fields.	Calculates the value of the current data point as a percentage of the grand total.
		Percentage of column total	The Rows area contains a dimension field.	Treats each column as a separate unit and calculates the value of a data point as a percentage of the column total.
		Percentage in column group	The Rows area contains two or more dimension fields.	Groups the data by the selected dimension and calculates the value of the current data point as a percentage of its group total. The grouping logic includes all dimensions from the first dimension in the Rows area to the selected grouping dimension. For example, in the following figure, the data is grouped by the area and province fields.
		Percentage of row total	The Columns area contains a dimension field.	Treats each row as a separate unit and calculates the value of a data point as a percentage of the row total.
		Percentage in row group	The Columns area contains two or more dimension fields.	Groups the data by the selected dimension and calculates the value of the current data point as a percentage of its group total. The grouping logic includes all dimensions from the first dimension in the Columns area to the selected grouping dimension. For example, in the following figure, the data is grouped by the product_type field.
		Cumulative percentage of column	The Rows area contains a dimension field.	Treats each column as a separate unit and calculates the cumulative percentage of data points from top to bottom.
		Cumulative percentage in column group	The Rows area contains two or more dimension fields.	Groups the data in each column by the selected dimension and calculates the cumulative percentage within each group from top to bottom. The grouping logic includes all dimensions from the first dimension in the Rows area to the selected grouping dimension. For example, in the following figure, the data is grouped by the area and province fields.
		Cumulative percentage of row	The Columns area contains a dimension field.	Treats each row as a separate unit and calculates the cumulative percentage of data points from left to right.
		Cumulative percentage in row group	The Columns area contains two or more dimension fields.	Groups the data in each row by the selected dimension and calculates the cumulative percentage within each group from left to right. The grouping logic includes all dimensions from the first dimension in the Columns area to the selected grouping dimension. For example, in the following figure, the data is grouped by the product_type field.
Other charts	Percentage of total		N/A	Calculates the value of the current data point as a percentage of the total.
Other charts	Percentage in group		A dimension field is in the Color Legend or Split area. For bubble charts and scatter charts, the X-axis cannot be a measure.	Groups the data by the dimension field and calculates the value of a data point as a percentage of its group total. The grouping logic is as follows: If a dimension is in the Color Legend area but not in the Split area, the data is grouped by the dimension in the Color Legend area. If a dimension is in the Split area but not in the Color Legend area, the data is grouped by the dimension in the Split area. If both areas contain dimensions, the data is grouped by all dimensions in both areas.

Examples

The following examples demonstrate how percentage calculations work.

Example 1: Column chart

This example shows how to configure a percentage calculation for a column chart.

Log on to the Quick BI console.
Follow the steps in the figure to open the dashboard edit page.
In the top menu bar, click Add Chart and select Column Chart.
On the Fields tab of the data panel, configure the data fields for the column chart and click Update.

Find the measure for which you want to calculate the percentage. Click the icon next to it and select Advanced Calculation > Percentage. Quick BI calculates the percentage based on the fields in the Color Legend and Split areas of the Fields tab and the selected calculation type. The following table provides examples for different scenarios.

Field configuration	Selected calculation type	Example
No dimension fields are in the Color Legend and Split areas.	Only Percentage of total is available.	Calculates the value of a data point as a percentage of the total. For example, the order amount for the Northeast region as a percentage of the total order amount.
The Color Legend area contains the product_type field. The Split area is empty.	Percentage of total	Calculates the value of a data point as a percentage of the total. For example, the order amount for office supplies in the Northeast region as a percentage of the total order amount.
	Percentage in group The data is grouped by the product_type field.	Calculates the value of a data point as a percentage of its group total. For example, the order amount for office supplies in the Northeast region as a percentage of the total order amount for the Northeast region.
The Color Legend area is empty. The Split area contains the shipping_method field.	Percentage of total	Calculates the value of a data point as a percentage of the total. For example, the order amount for truck shipping in the Northeast region as a percentage of the total order amount.
	Percentage in group The data is grouped by the shipping_method field.	Calculates the value of a data point as a percentage of its group total. For example, the order amount for truck shipping in the Northeast region as a percentage of the total order amount for all truck shipping.
The Color Legend area contains the product_type field. The Split area contains the shipping_method field.	Percentage of total	Calculates the value of a data point as a percentage of the total. For example, the order amount for office supplies shipped by truck in the Northeast region as a percentage of the total order amount.
	Percentage in group The data is grouped by the product_type and shipping_method fields.	Calculates the value of a data point as a percentage of its group total. For example, the order amount for office supplies shipped by truck in the Northeast region as a percentage of the total order amount for the Northeast region.

Example 2: Crosstab

The percentage calculation types available for a crosstab are different from those for other chart types. The following table provides examples.

Calculation type		Configuration	Example
Percentage of Grand Total		Available only when both rows and columns contain fields. In this example, the Columns area contains both dimensions and measures.	Calculates the value of the current data point as a percentage of the grand total. For example, the order amount for office supplies in the Northeast region as a percentage of the total order amount.
Percentage of column total		In this example, percentages are calculated by column.	Calculates a data point's value as a percentage of its column total. For example, the order amount for office supplies in the Northeast region as a percentage of the total order amount for all office supplies.
Percentage in column group		In this example, data is grouped by province, which is the finest-grained dimension in the Rows area.	Calculates the value of the current data point as a percentage of its column group total. For example, the order amount for Jilin province as a percentage of the total order amount for the Northeast region.
Percentage of row total		In this example, percentages are calculated by row.	Calculates a data point's value as a percentage of its row total. For example, the percentage breakdown of the total order amount in Tonghua city by product type.
Percentage in row group		In this example, data is grouped by shipping_method, which is the finest-grained dimension in the Columns area.	Calculates the value of the current data point as a percentage of its row group total. For example, the order amount for office supplies shipped by truck as a percentage of the total order amount for all office supplies.
Cumulative percentage	Cumulative percentage of column	In this example, the cumulative total is calculated for each column from top to bottom.	Calculates the cumulative percentage of data points for each column from top to bottom. For example, calculating the cumulative percentage for each region from top to bottom.
	Cumulative percentage in column group	In this example, data is grouped by province, which is the finest-grained dimension in the Rows area.	Calculates the cumulative percentage of data points for each group from top to bottom based on the grouping dimension. For example, calculating the cumulative percentage for each province within the Northeast region.
	Cumulative percentage of row	In this example, the cumulative total is calculated for each row from left to right.	Calculates the cumulative percentage of data points for each row from left to right. For example, calculating the cumulative percentage for each product type from left to right.
	Cumulative percentage in row group	In this example, data is grouped by shipping_method, which is the finest-grained dimension in the Columns area.	Calculates the cumulative percentage of data points for each group from left to right based on the grouping dimension. For example, calculating the cumulative percentage of the order amount for each shipping method within office supplies.
Custom	Percentage of Grand Total	Available only when both rows and columns contain fields. In this example, the column area contains both dimensions and measures.	Calculates the value of the current data point as a percentage of the grand total. For example, the order amount for office supplies shipped by truck in the Northeast region as a percentage of the total order amount.
	Percentage of column total	In this example, percentages are calculated by column.	Treats each column as a separate unit and calculates the value of a data point as a percentage of the column total. For example, the order amount for Jilin city as a percentage of that column's total order amount.
	Percentage in column group	In this example, the first dimension in the Rows area is area, and the grouping dimension is province. Therefore, the data is grouped by the area and province fields, and percentages are calculated within each province.	Calculates the value of the current data point as a percentage of its column group. For example, the percentage of the total provincial order amount contributed by each city.
	Percentage of row total	In this example, percentages are calculated by row.	Treats each row as a separate unit and calculates the value of a data point as a percentage of the row total. For example, the order amount for truck shipping in the Northeast region as a percentage of the total order amount for the Northeast region.
	Percentage in row group	In this example, the first dimension in the Columns area and the selected grouping dimension are both product_type. Therefore, the data is grouped by the product_type dimension, and percentages are calculated within each product type.	Calculates the value of the current data point as a percentage of its row group. For example, the percentage of the total order amount for a product type contributed by each shipping method.
	Cumulative percentage of column	In this example, the cumulative total is calculated for each column from top to bottom.	Treats each column as a separate unit and calculates the cumulative percentage of data points from top to bottom. For example, calculating the cumulative percentage of the order amount for each city from top to bottom.
	Cumulative percentage in column group	In this example, the first dimension in the Rows area is area, and the grouping dimension is province. Therefore, the data is grouped by the area and province fields.	Groups the data in each column by the province dimension and calculates the cumulative percentage within each group from top to bottom. For example, calculating the cumulative percentage of the order amount for each city within its province's total order amount.
	Cumulative percentage of row	In this example, the cumulative total is calculated for each row from left to right.	Treats each row as a separate unit and calculates the cumulative percentage of data points from left to right. For example, calculating the cumulative percentage of the order amount for different shipping methods within each product type from left to right.
	Cumulative percentage in row group	In this example, the first dimension in the Columns area and the selected grouping dimension are both product_type. Therefore, the data is grouped and the percentage is calculated based on the product_type dimension.	Groups the data in each row by the selected product type dimension and calculates the cumulative percentage within each group from left to right. For example, calculating the cumulative percentage of the order amount for each shipping method within the office supplies order amount.