Intelligent Chart

Use Cases

Each chart has its use cases and data elements (fields that form the chart). The following describes the use cases, data elements, and examples of various charts.

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. In the Data area on the right, select a dataset, and double-click or drag required dimension and metric fields to the corresponding areas on the Fields tab.

   Table 2 Parameters on the Field tab

   Parameter	Description
   Field display content	Click in the column and click Field display content to modify the field display content on the displayed page. Click OK.
   Aggregation Method	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.
   Drilldown	You can enable drilldown for dimension fields. For example, you can view data at different levels of granularity, ranging from years down to quarters, months, weeks, days, hours, minutes, and even seconds, depending on the time dimension. Click the field () in the column and drag the field of the target location to be drilled down to the Drilldown area. Click Update to test whether the drilldown function is set successfully. NOTE: Drill-down is only supported for dimension fields, not for metric fields. You can only select one field as the starting point for drill-down. When drilling down on time, the system will automatically add the subdivided time periods to the drill-down order list and include them in the sorting field (fields that are already in the sorting field will not be added again). Drill-down icons should be highlighted for fields that have already been drilled down. If you remove the drill-down field from the dimension, the entire drill-down function box will disappear.

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 3 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.

   

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

Style

This part explains how to set the style parameters of an intelligent graph. Set the parameters based on Table 5, and the style will automatically adapt to the selected data.

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.
  

  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.