Introduction: With the rapid growth of enterprise services, the data models presented by simple tables or cross tables are relatively fixed, which cannot meet the requirements of visualization analysis and presentation of data for users of different roles and different business scenarios in enterprises. In order to meet the visual needs of business people, Quick BI not only provides rich chart components, but also provides a Chinese-style report making function – spreadsheet.
preface
Making complex reports is a painful experience. Some complex reports exist multidimensional parameters, with multiple tables, tables of the association, a little attention, the whole report will appear disorder, manual adjustment is also time-consuming and laborious; Some report table header format complex, three or five layers of the big box set small, but also involving two, three points slash. The detailed, aggregated data is centralized in one table. Data preparation requires a lot of complex SQL writing, and the high maintenance cost of the table, which makes the business people who make reports discouraged.
With the rapid growth of enterprise services, the data models presented by simple tables or crosstab tables are relatively fixed, which cannot meet the demands of visualization analysis and presentation of data for users with different roles and different business scenarios in enterprises. Enterprises are in urgent need of an intelligent tool to efficiently meet the production of various types of complex reports, so as to reduce the cost of table research and development and maintenance, so that business personnel can also generate Chinese-style complex reports by themselves, and improve the efficiency of enterprises in viewing data and using data.
Quick BI spreadsheet, say bye bye to “complex” reports
In order to meet the visual needs of business people, Quick BI not only provides rich chart components, but also provides a Chinese-style report making function – spreadsheet.
At first, the term “Chinese-style” reporting was used relative to foreign reporting tools. Most of the foreign reporting tools can only make statements with simple format and style rules. After coming to China, we find that many reporting requirements cannot be realized, so we call the complicated and difficult statements as “Chinese-style” statements.
See the following figure for an intuitive feeling of Chinese-style statements. Figure 1 has obvious characteristics of Chinese-style statements:
- The head of a row and column;
- Detail and summary data together;
- There are multiple layers of table header irregularly nested;
- Indicators are numerous and complex.
In order to better fit the application scenarios of customers’ complex reports, the Quick BI spreadsheet starts from the financial industry, where report requirements are extremely complex, combs and summarizes the templates of customers’ common report requirements, abstracts product functions, and quickly iterates and updates product capabilities. Diagonal cells, multi-subcount function calculation, block coloring, automatic expansion of lines and columns, etc. On the one hand, it meets the needs of different enterprise customers for the analysis and display of visual relational data and hierarchical structure data, and easily breaks the pain points of making Chinese-style reports such as complex table headers, large amount of information, multiple data sources, complex calculation and random structure. On the other hand, it helps customers efficiently construct the decision-making process of data center project.
Next, take a financial industry customer complex report scenario as an example to take you to understand the Quick BI spreadsheet capabilities.
Highlight feature 1: Easy to operate
Quick BI spreadsheet, following the class of Excel online designer interaction, low learning cost, Quick to use. Support online import and export of Excel, have the ability to quickly customize function calculation, support multiple data source connection and have the ability of freestyle table. Report editing, preview, and export are controlled by permissions, ensuring data security and reducing report maintenance costs.
The Quick BI spreadsheet main interface is divided into three functional areas:
[Toolbar] Basic operations Excel, which can quickly merge cells, set data formats, insert charts, insert conditional formats and other operations.
[Creation area] You can directly double click the cell to edit the input text, and right click on the cell to insert lines, delete, copy, paste, cut, slash cells and other operations.
[Data panel] Bind data sets, support simple cleaning and processing of data, and switch between different data sets. Business people have the flexibility to select indicator fields as needed and update them into cells. At the same time, you can configure multiple pivottables in sheet with shortcut style and group calculation.
Highlight feature 2: cell function calculation
In the process of making reports, some data need to be calculated dynamically through the data in cells. Quick BI supports a wide variety of function types, including database functions, date and time functions, and accounting functions. It is compatible with more than 450 Excel formulas. Users can easily expand to meet the computing requirements of multiple scenarios such as user-defined formulas and cross-table references, realize data aggregation, and constantly improve valid data.
In addition, the Quick BI data panel supports Quick totals and subtotals. At the same time with different blocks of personalized coloring ability to improve the report data interpretability.
Highlight feature 3: freestyle table
Quick BI spreadsheet supports complex report styles such as multilevel headers, header merges, multilevel floats, groups, slash headers, and multibody tables. Manually enter text by double-clicking the cell as a fixed table header, synchronously update the data set indicator field as the table header, or bind the data set as the row and column dynamic table header.
Cells through the use of “merge”, “slash header”, such as simple configuration, can make a header level more clearly, can be defined as “format is complex, large amount of information of financial regulation” report, which can realize including but not limited to all kinds of specification, group report, cross report, master report, the column report, query statements, provided such statements such as form of production.
Feature 4: Multi-source data tables
When creating a complex report, you will encounter data from multiple original tables, and even need to consolidate multiple original tables. Whether it is to do ETL processing, or to write SQL to do multiple table query, is a certain degree of difficulty. Data developers can now build on the Quick BI dataset capabilities to efficiently generate datasets by implementing lightweight ETL operations such as associating multiple tables, creating computational fields, and filtering. Business people can quickly select indicators from different data sources to update into the perspective form cells. With the multi-source data table capability, column headers can be customized and columns and columns can be multi-level.
Feature 5: Tabular subscription
From daily business analysis reports, weekly reports, performance appraisal reports and complex supervision reports, users can combine with business needs of DIY. In order to better speed up the effective circulation of data within the enterprise, Quick BI spreadsheet can be combined with the subscription function to push data reports regularly through mail, nail notification, nail group and other channels, helping people timely perceive business problems and improving the efficiency of data-driven decision-making.
summary
Quick BI spreadsheet can easily transform complex and abstract business requirements into intuitive and visual tables, helping us to improve the efficiency of data report making while helping us to dig gold from data, and truly realizing the freedom of forms for report newcomers.
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