Intelligent Chart

Use Cases

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.

Notes and Constraints

• Select at least one data field for the Column area.

Procedure

1. In the top navigation bar on the dashboard creation page, click to create an intelligent chart.
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 Intelligent chart

   
   
5. Click Save or Save and Publish in the upper right corner to save the dashboard.
6. In the displayed Dashboard dialog box, set Name and click Confirm.

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 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, and sample variance.

   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 2 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 the maximum number of query results.

   Enter the maximum number of records that can be returned in the text box. The default value is 1000.

5. Set automatic refresh.

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

6. 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

Advanced

• 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.