Introduction: The data department is a high-risk department that is prone to complaints. Slow demand response and low data accuracy may affect the development of services. However, data analysts often have dozens of requirements in hand every week, and unlimited overtime cannot solve all problems. How on earth can we change the demand response problem of BI analysts?

Quick BI — the BI product used by ali cloud customers (the only BI selected by Gartner ABI magic Sector in China) seamlessly connects with all kinds of cloud databases and self-built databases, greatly improving the efficiency of data analysis and report development. Zero-code mouse drag-and-drop operation interaction enables business personnel to easily realize massive data visualization analysis.

Quick BI Ad-hoc analysis: Enable business self-help analysis

Whether it is a start-up company or a large group, data analysis is one of the core tasks of BI team, which is a sharp tool to drive business digitalization and promote business development. However, with the rapid development of the business, the workload supported by THE BI team often increases geometrically, so it is difficult to meet the demands of the business department under the condition of limited human resources.

“It is better to teach a man to fish than to give him fish”!

Quick BI’s AD hoc analysis provides flexible data analysis capabilities, ready to take numbers, ready to analyze.

On the basis of IT support, the provision of standard metadata, and the improvement of line-level authority control by the organization administrator, business personnel can raise costs through AD hoc analysis by dragging and dropping, zero SQL analysis and counting, reduce the dependence on BI analysts, and ultimately achieve the improvement of data analysis and business decisions.

Scenarios where business people trigger analysis motivations

AD hoc analysis can be actively created purposefully, such as active analysis based on the data set of “commodity inventory”; It can also be triggered by looking at data, such as seeing some abnormal data on the dashboard and wanting to further diagnose the cause of the abnormal data.

Users then conduct personalized exploration based on the data to be analyzed, such as filtering and sorting of specific data, cross drilling, and secondary calculation, and finally share the results with business decision makers in the form of email or message.

The diagram below shows the general flow of data, analysis, and decision making in an enterprise. Most importantly, AD hoc analysis simplifies the process of analysis, empowering every business person with the ability to analyze.

How to use AD hoc analysis to quickly build analysis tables

As a business operation, the sales data concerned is complex and changeable, and it needs to combine data of different scenarios every day. For example, it is necessary to transfer goods according to the inventory status of stores nationwide to ensure that the inventory of key stores is sufficient during the promotion period.

At this point, only relying on a solidified crosscheck cannot completely meet the demand of goods transfer from the sales data of East China region combined with the inventory situation of stores nationwide. And the ability of AD hoc analysis can realize flexible look at the number, take the number.

1. Data preparation

Enter the data set and create AD hoc analysis through new data set or directly from the AD hoc analysis module with one click.

2. Data selection

To the left of the AD hoc analysis page is the data panel.

• Data first, then table, the left side of the data panel can directly load the specific dimension value
• In line with operation habits, it is convenient to drag fields from the left to the right table area to generate reports

Here’s a quick GIF to show you how to create a table by dragging and dropping fields from the data panel in AD hoc analysis. Impromptu analysis uses 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 dimension value. Part of data screening has been done during data selection.

Select “Show dimension name only” in the data panel to switch from the default dimension value mode to the dimension mode. In this case, it is the same as in the data panel of modules such as dashboard and spreadsheet. If you select a dimension, all dimension values under the current dimension are selected.

You can create tables by double-clicking or dragging dimensions. For example, the field of mode of transport is selected, which directly selects the values of the three dimensions under the mode of transport.

3. Data screening

After forming a table, if you want to further narrow the scope of data query, you can also directly generate query controls by dragging and dropping.

AD hoc query controls do not require complex conditional configuration.

For example, if you want to select “medium box” and “large box” on the basis of the existing table, you just need to directly select the two dimensional values of “medium box” and “large box” in the data panel and drag them to the control area.

To view the filtering data corresponding to the measure, drag the measure directly to the control area, and then set the specific value.

For example, if you want to view the order quantity >1000, drag “Order Quantity” to the control area and enter the corresponding value.

4. Data calculation

In AD hoc analysis, you can right-click on an existing table to perform functional operations. The operations that can be performed vary according to the selected content.

For example, right-click two measures, you can carry out percentage, percentage difference and four operations, calculation formula in accordance with the selected order to display.

In addition to the several quick computations provided by default, you can also write expressions by custom computations.

5. Cross drilling

Drill down & roll up

All dimension fields configured with a hierarchy in the data set, as long as they are not the last layer in the hierarchy, can be drill-down in the table in AD hoc analysis. Drill down for finer-grained data queries.

For example, in the geographic hierarchy shown below, you can drill down from “region” to “province” and from “province” to “city”;

Right-click on the dimension value of the sublevel to go back to the previous level.

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Expansion is based on the whole dimension to which the currently selected row dimension belongs. For example, here is the dimension “region”, select the value of “northwest” and click expand, and finally add all the values of “province”.

Ad-hoc analysis can support different levels of dimension values, such as form originally shown in the picture below is the “central China”, “north China” two area + “jiangsu province”, “zhejiang province”, “fujian province”, “jiangxi” data of the four provinces, expand can automatically according to the hierarchy of spread to the next layer, have been to the last layer can be automatically merged to continue to expand.

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