Introduction to is a "high-risk" department that is prone to complaints. Slow demand response and low data accuracy will affect business development. However, data analysts have dozens of needs at hand every week, and unlimited overtime cannot solve all problems. How can we change the demand response problem of BI analysts?
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Quick BI ad hoc analysis: Let the business realize self-service analysis
Whether it is a start-up company or a large group, data analysis is one of the core tasks of the BI team, and it is a powerful tool to drive business data and promote business development. However, with the rapid development of the business, the workload supported by the BI team tends to increase geometrically, so with limited human resources, it is difficult to meet the demands of the business department.
"Teaching people how to fish is worse than teaching people how to fish"!
Quick BI's ad hoc analysis provides flexible data analysis capabilities, allowing data to be accessed and analyzed at any time.
On the basis of IT support, provision of standard metadata, and improved row-level authority control by organization administrators, business personnel can use ad hoc analysis to increase costs through drag-and-drop, zero-SQL analysis and access to reduce BI analysis The reliance of the teacher finally realizes the efficiency improvement of data analysis and business decision-making.
Scenarios where business personnel trigger analysis motivation
Ad hoc analysis can be actively created on a purposeful basis, such as active analysis based on the data set of "commodity inventory"; it can also be triggered when looking at the data, such as seeing an abnormal data on the dashboard and wanting to further diagnose the data The reason for the exception.
Users then conduct personalized exploration based on the data that needs to be analyzed, such as screening and sorting of specific data, cross-drilling, secondary calculations, etc., and finally sharing the results to business decision makers in the form of emails and messages.
The following figure shows the general process from data to analysis to decision-making in the enterprise. The most important thing about ad hoc analysis is to simplify the intermediate analysis process and give each business person the ability of analysis.
How to use ad hoc analysis to quickly build an analysis table
As a business operation, the sales data concerned is complex and changeable, and data from different scenarios needs to be combined every day. For example, it is necessary to adjust goods according to the inventory situation of stores across the country to ensure that key stores have sufficient inventory during the big promotion period.
At this time, relying only on a solidified cross-table cannot fully satisfy the demand for the transfer of goods from the sales data of the East China region and the inventory situation of the national stores. And the ability of ad hoc analysis can realize flexible reading and fetching.
1. Data Preparation
Enter the data set, create an ad hoc analysis through the data set or create it directly from the ad hoc analysis module.
2. Data selection
On the left side of the ad hoc analysis page is the data panel.
- There is data first, then the table, the data panel on the left can directly load the specific dimension values
- In line with operating habits, it is more convenient to drag fields on the left to the table area on the right to generate reports
Here we use an animated picture to roughly demonstrate how to select fields from the data panel in ad hoc analysis and generate a table by dragging and dropping. Ad hoc analysis uses the dimension value mode by default. Each dimension field can directly expand the specific dimension value under the current dimension and drag and drop to select the dimension value. Part of the data filtering has been done during data selection.
Check the "Display dimension name only" in the data panel to switch from the default dimension value mode to the dimension mode. At this time, just like the data panel of the dashboard, spreadsheet and other modules, selecting a dimension will change the value of the current dimension. All dimension values are selected.
The table can be generated by double-clicking or dragging the dimensions. For example, in the field of selecting the transportation mode here, all three dimension values under the transportation mode are directly selected.
3. Data Screening
After the table has been formed, if you want to further narrow the scope of the data query, you can also directly generate the query control by dragging and dropping.
The query control of ad hoc analysis does not require complicated condition configuration.
For example, if you want to filter out the product package types as "medium box" and "large box" based on the existing table, you only need to directly select the two dimension values of "medium box" and "large box" in the data panel Drag and drop to the control area.
If you need to view the filter data corresponding to the metric, drag the metric directly into the control area, and then set the specific value.
For example, if you want to view the data of order quantity> 1000, directly drag the "order quantity" into the control area, and then enter the corresponding value.
4. Data calculation
In ad hoc analysis, you can directly right-click in an existing table to perform functional operations. The operations that can be performed are different depending on the selected content.
For example, when right-clicking two metrics, you can perform percentage, difference percentage, and four arithmetic operations, and the calculation formulas are displayed in the order in which they are selected.
In addition to several shortcut calculations provided by default, you can also write expressions through custom calculations.
5. Cross Drill
Drill Down & Roll
All dimension fields configured with a hierarchical structure in the data set, as long as they are not the last layer in the hierarchical structure, can be drilled down in the table in the ad hoc analysis. Drill down to perform more fine-grained data queries.
For example, in the geographic hierarchy in the figure below, you can drill down from the original "region" to "province", and drill down from "province" to "city";
Right-click the dimension value of the sub-level to return to the previous level.
Expand
The expansion is based on the overall dimension to which the currently selected row dimension belongs. For example, here is the dimension "area". After selecting the dimension value of "Northwest", click to expand, and finally increase all the values of "province".
Ad hoc analysis can also support the expansion of dimension values at different levels. For example, the table in the figure below originally shows the two regions of "Central China" and "North China" + the four regions of "Jiangsu", "Zhejiang", "Fujian" and "Jiangxi". The province's data can be automatically expanded to the next level according to the level when it is expanded, and the data that has reached the last level can be automatically merged and will not continue to be expanded.
For more information about ad hoc analysis, please try the Quick BI experience https://bi.aliyun.com/
Data center is the only way for enterprises to achieve digital intelligence. Alibaba believes that data center is a combination of methodology, tools, and organization, which is "fast", "quasi", "full", "unified", and "passed". Smart big data system.
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Among them, the Alibaba Cloud Data Center product matrix is based on Dataphin and the Quick series is used as a business scenario cut-in, including:
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