Table Chart

Notes and Constraints

Prerequisites

• A project has been created by referring to Creating a Project.
• A data source has been connected by referring to Creating a Data Source.
• A dataset has been created by referring to Creating a Dataset.
• A dashboard has been created by referring to Creating a Dashboard.

Procedure

1. In the top navigation bar on the dashboard creation page, click to create a table.
2. Select a dataset in the Data area.
3. Set parameters on the Field, Style, and Advanced tabs.
4. Click Update. The system automatically updates the chart.

   Figure 1 Table chart

   
   
5. Click Save or Save and Publish in the upper right corner to save the table.
   Note

   Click Save in the upper right corner. In the displayed dialog box, enter the dashboard name, and click Confirm. The saved dashboard cannot be viewed but can be deleted.

   Click Save and Publish to save and publish the dashboard. You can view the saved dashboard. To delete the dashboard, you need to take it offline first.

6. On the displayed dashboard page, enter a dashboard name. Click OK.

Field

1. Set the column content.
   1. In the dimension list in the data column, select the field and double-click or drag it to the field column.
   2. In the metric list in the data column, select the field and double-click or drag it to the field column.
   3. Set the field display content.

      Click in the column, select Field Display Content and click to modify the field display content on the displayed page. Click OK.

   4. Set the drill-down.

      Columns support the setting of field display content modification and drill-down functions for dimension fields.

      Note

      Drill-down function: When analyzing company sales data, you can change the analysis granularity by drilling down the data, such as drilling down from the regional granularity to the provincial granularity to view the data situation based on geographic dimensions. Connecting data from various dimensions facilitates data analysts to analyze the data and draw conclusions.

      1. Click the field () in the column and drag the field of the target location to be drilled down to the Drilldown area.
      2. Click Update to test whether the drilldown function is set successfully.
   5. Set the aggregation mode.

      Columns support the setting of aggregation method and field display content for metric fields.

      Note

      Aggregation method: Perform calculation and processing on data to make the analyzed data more orderly and intuitive.

      Click of the field in the column, select Aggregation Method and click to support setting of no aggregation, sum, count, distinct count, maximum value, minimum value, average value, population standard deviation, sample standard deviation, sample variance, range start value, and range end value.

   6. Set the field display content.

      Click in the column, select Field Display Content and click to modify the field display content on the displayed page. Click OK.

2. Set a filter.
   1. Drag dimension and metric fields to the Filter area.
   2. Click next to a field in the Filter area.
   3. In the displayed Set Filter dialog box, set the parameters and click OK.

      Table 1 Filter parameters

      Type	Parameter	Description
      String	Condition	Filter Mode: The options are Condition and Enumeration. Condition Type: The options are And condition and Or condition. Filter Condition: The options are Exact match, Contain, Start with, End with, Not match, Not contain, Null, and Not null.
      	Enumeration	Query Mode: The options are Single-select and multi-select. Filter Condition: The options are >, ≥, <, ≤, =, ≠, Null, and Not null.
      Metric	Condition Type	The options are And condition and Or condition.
      	Filter Condition	The options are >, ≥, <, ≤, =, ≠, Null, and Not null. You can select Before aggregation and After aggregation for data. NOTE: If you select Before aggregation, data is filtered before aggregation. If you select After aggregation, data is filtered after aggregation. For aggregation concepts, see Creating a Dataset. You can click Create Filter Condition to set multiple filter criteria.
      Date	Range value	Select a time range for filtering.
      	Single value	Set a single time for filtering.
      	Condition	You can select And condition or Or condition as the condition type and select filter condition like >, ≥, <, ≤, and =. You can click Create Filter Condition to set multiple filter criteria.

3. Set sorting.
   1. Drag and drop required data fields from the Dimension and Metric (Indicator) areas under Data to the Sorting area.
   2. Click next to a field in the Sorting area and select a sorting mode. The sorting modes are Ascending, Descending, and Custom.
   3. To cancel sorting, click next to the sorting field.
4. Set automatic refresh.

   The auto refresh interval supports the following options: no refresh, 1 minute, 5 minutes, 15 minutes, and 30 minutes.

5. Set the metadata mode.

   The metadata mode can be set or not set. You can select or deselect this parameter.

   Note

   Metadata mode refers to the raw data that has not been processed by DataArts Insight.

Style

This part explains how to set table style parameters. For details, see Table 2.

Advanced

• Link

  Click the Advanced tab and click next to Linkage. The Chart Linkage Configuration page is displayed. Set parameters.

  Table 3 Chart linkage settings

  Parameter	Description
  Filter	Select the fields to be bound first and then select the chart to be associated with them. You can select all charts on the dashboard.
  Associated Charts	Link the associated charts. Follow bound field: When the bound field is set to A, the associated data tables filter data related to A. SQL placeholder: The bound field value corresponds to the value set for the SQL placeholder in the dataset.

  Click OK.

  • Linkage example: Create a dataset using a store's sales data table.
    • Create a table and a clustered column chart.
      1. Set user_name and age as column fields of the table.
      2. The dimension and measure fields of the clustered column chart are user_name and age, respectively.
    • Associate the table with the cluster column chart.
      1. Click the Advanced tab and click next to Linkage. The Chart Linkage Settings page is displayed.
      2. Bind the user_name field and associate the table with the clustered column chart. Set the bound field of the chart to Follow bound field.
      3. Click OK.
    • Click wang_21 in the user_name column of the table. Data related to wang_21 is displayed in the clustered column chart.

      Figure 2 Data linkage result when selecting Follow bound field

      
      

    • Set the bound field of the associated chart to SQL placeholder.
      1. Set a SQL placeholder in the dataset.

         SELECT
          * 
         FROM
          user_info 
         WHERE
          user_name  not in (${n})
         
         

         user_info indicates the data table name, and user_name indicates the bound field.

      2. Go to the Chart Linkage Settings page and set the bound field of the associated chart to SQL placeholder.

         Figure 3 SQL placeholder

         
         

      3. Click zhang_87 in the user_name column of the table. Data except zhang_87 is displayed in the clustered column chart.

         Figure 4 Data filtered when selecting SQL placeholder

         
         

• Redirect

  The text within the chart must have data before the redirect can be configured.

  1. Choose Advanced > Redirect. The Chart Redirect page is displayed. Set parameters.
  2. Select the fields to be bound and click OK.

     Table 4 Chart redirect parameters

     Parameter	Description
     Redirect Type	Redirection type. You can choose to redirect internally within the system or externally through a link.
     Open Mode	You can choose to open it in the current window, a new window, or a popup window.
     Redirect to Reports/Screens	You can select the project, dashboard, or large screen you want to redirect to. NOTE: When Redirect Type is set to Intra-system redirect, Redirect to Reports/Screens can be selected.
     URL	Enter the URL when you choose to redirect externally through a link. NOTE: When filling out a URL, you need to ensure its security. If the URL is insecure, it may pose a security risk to your data. Be cautious when filling out the URL.
     Associated Parameters	Parameters that take effect in the current report can be selected as associated fields or fixed values. Global parameters for Redirect to Reports/Screens can be selected only after global parameters are set.
     Carry Condition	When Redirect Type is Intra-system redirect, multiple rows of fields and empty values can be carried (only can be set for table and dashboard). When Redirect Type is External link, empty values can be carried. Carrying null values is mainly used for filtering null values in data tables, making it easier for users to analyze data. Prerequisites: Set up two dashboards, A and B, with dashboard A linking to dashboard B. Procedure Configure global parameters in dashboard B and ensure that the same fields exist in dashboard A. Set the redirect parameters in dashboard A, select dashboard B as the target, and choose associated fields from the global variables. Select Carry null value and click OK. The bound field in dashboard A will be underlined. Click it to redirect to dashboard B and filter out rows with null fields. The URL of dashboard B will display the param parameter. Deselect Carry null value and click OK. The bound field in dashboard A will be underlined. Click it to redirect to dashboard B and display all chart data. The URL of dashboard B will not display the param parameter. NOTE: If this option is selected and the chart allows for multiple data selections, the parameter carried will be an array containing the selected data.

• Initialize Query for Associated Query Control: whether the associated query control supports query initialization. If the checkbox is selected (), the control supports query initialization. If the checkbox is not selected (), the control does not support query initialization.
  Note

  If you select this option, when a chart is linked to a query control and the query control does not have a default query set, the chart's data configuration will be queried during chart initialization.