This article will help you understand the general field configuration. For specific configuration of dimensions and measures, see dimension field configuration and measure field configuration.

In the visual query module of Intelligent Data Insight, fields are categorized into two concepts: "dimension" and "measure". Text or time data is recognized as dimension fields by default, while numeric data is recognized as measure fields by default. In actual use, dimension and measure fields can be converted from one to the other. A field is a concept used to describe and store data.
After selecting the dimension and measure fields to query, users can click a specific field for further configuration. Intelligent Data Insight supports a wide range of field configuration options. For example, you can modify the display name for all fields, set the date type for date fields, change the aggregation method for measure fields, and adjust the data format for numeric fields.

Edit a single field #

You can edit the information of a configured dimension or measure field individually.

1. Click the field to open the field settings.
   
2. Select "Configure field information".
   
3. Make changes and confirm in the pop-up window.
   

Batch edit fields #

You can adjust the format and information of configured dimension or measure fields in batches.

1. Click the settings button in the configuration bar.
   
2. Batch edit field information and confirm in the pop-up window.
   

Configure field information #

The display name of a field defaults to the field name. To modify, click "Configure field information". Additionally, you can add remarks to a field to help viewers understand the field definition.

• Enter the new name you want, and click "OK" to apply the change. For example, change the "Order Date" field to "Date". To restore the default, click "Restore Default" in the lower left corner and then click "OK" to revert.
  

• Check "Display field description", enter the description, and confirm to add a description to the field. After modification, an underline appears under the field in the chart, and hovering the mouse over the field displays the description.

  
  

Dimension field configuration #

For details, see Dimension Field Configuration.

Metric field configuration #

For details, see Metric Field Configuration.

Text parsing #

Fields support parsing content in specific formats.

• Image, video: When the field content is an image or video link, parsing it as an image or video enables online preview.
  

  tip

  If the image link is cross-domain, an error similar to the one shown below may occur.
  

• Link: When the field content is a link, parsing as a link enables access to the cell content in the form of a hyperlink.
  
• Template link: The original template link feature has been replaced by the chart navigation feature, which must be configured on the dashboard. For details, see Chart Redirect.

Set conditional format #

Conditional format allows you to mark cells with colors or icons, making important or abnormal data more prominent. Supports four types of conditional format for tables: single color, icon set, color scale, and data bar. You can click "Clear Rules" to remove all conditional formats currently set for the field.

Example:

• Single color: The single color feature allows you to set the text and background color of cells that meet conditions separately. You can add multiple conditions and rules to meet more business needs.

  

  Parameters	Configuration instructions
  Add rule	Each rule includes conditions, scope of application, and color settings. For example: Rule 1—When the city contains "Beijing", the font color of the corresponding cell is red and the background color is white.
  Add condition	The relationship between conditions is "AND". Each condition includes a field, operator, and value. For example: Condition 1—City contains "Beijing".
  Scope of application	Cell: The default scope of application is the cell. Entire row warning When a cell has both cell-level and entire-row single-color conditional format conflicts, the priority of the cell-level formatting is higher than that of the entire row. When a cell has multiple entire-row single-color conditional format conflicts, the formatting that appears earlier in the field order of the table takes precedence. Therefore, with the same single-color settings, adjusting the field order may result in different display outcomes.
  Color	Font color Background color

• Icon set: Icon sets provide a more intuitive way to categorize and display data. Data is divided into several major categories based on thresholds, and data in the same category is displayed with the same icon set.

• Color scale: Color scales help users better understand the distribution of data. The larger the value, the closer the cell color is to the color corresponding to the maximum value; the smaller the value, the closer the cell color is to the color corresponding to the minimum value.

  

  Parameters	Configuration instructions
  Basis field	This refers to the field on which the condition is set. The selection range includes metric fields dragged into the chart. warning When configuring an icon set for a metric field, this parameter is not available; the icon set conditions are set directly based on the selected metric field.
  Color scale selection	Two-color scale Three-color scale
  Gradient color	Click the color scale card to select from system preset gradient colors. Color inversion is also supported, which swaps the colors for the maximum and minimum values.
  Value settings	Automatic by default. For scenarios with outliers or where a customized color scale is needed, users can manually configure the maximum and minimum values. Automatic: The system automatically calculates the maximum and minimum values. The color scale changes between the minimum and maximum values, with higher values shown in deeper colors. Specified value: Users can manually specify the minimum and maximum values. After specifying, all values below the minimum will use the minimum value's color, and all values above the maximum will use the maximum value's color. The color scale only changes within the specified range between the maximum and minimum values. For example, if the actual value range is 1–10, and the minimum is set to 5 and the maximum to 8, all values at or below 5 will have the same color as the minimum value, and all values at or above 8 will have the same color as the maximum value.
  Null value color	No color displayed Display "0" value color: Treats "null values" as the same color as "0 values" (that is, data explicitly set to 0). This is suitable for business logic scenarios where null values are equivalent to 0. Custom: Supports custom selection of null value color
  Text color	Automatic or custom color can be selected. Automatic is the default, and field content is displayed in black.
  Apply to total	Apply to the "Total" row in the chart. Selected by default. For details on the total functionality, see Total.

• Data bars: Data bars help users identify larger or smaller values. The longer the data bar, the larger the value; the shorter the data bar, the smaller the value.

  

  Parameters	Configuration instructions
  Basis field	This refers to the field on which the condition is set. The selection range includes metric fields dragged into the chart. warning When configuring an icon set for a metric field, this parameter is not available; the icon set conditions are set directly based on the selected metric field.
  Display style	With axis line Node on the right Node at the bottom
  Direction	Left to right Right to left
  Data bar color	Can set different colors for positive and negative values.
  Axis color	Can set the axis line color separately.
  Value settings	Automatic by default, but for scenarios with outliers or when customized data bars are needed, users can configure the minimum and maximum values themselves. Automatic: The system automatically calculates the maximum and minimum values. The data bar changes between the minimum and maximum values, and the greater the value, the longer the data bar. Specified values: Users can specify the minimum and maximum values. Once specified, values lower than the minimum will have data bars of the same length as the minimum, and values higher than the maximum will have data bars of the same length as the maximum. The data bar only changes within the specified minimum and maximum value range. For example, if the actual value range is 1 to 10, and the minimum is set to 5 and the maximum to 8, data bars for 5 and below will remain the same length, equal to the minimum value length; data bars for 8 and above will remain the same length, equal to the maximum value length.
  Apply to total	Whether to apply to the "Total" row in the chart. Selected by default. For details on the total function, see Total.

Visual style #

To enrich the display style of the table, you can configure the header text, header background color, body text, and alternating row text in the table body.

Hide fields #

You can hide columns or fields that are needed by the chart but not displayed, in order to avoid displaying redundant information.

• Click the field and select "Hide field".
  
• The field is hidden.
  • If the chart type is a table, the field is hidden.
    
  • If the chart type is a chart, the corresponding metric is not displayed.

Batch configure fields #

You can batch configure dimension and metric fields to reduce the effort required for configuration.

• Click the configuration button to open the batch configuration panel.
  
• Select the fields to batch configure, choose the configuration format or restore the default configuration, and then click Confirm.
  

(1) Question: What is p_date?
Answer: p_date is the partition date field of the dataset. It is supported in extraction mode for dataset usage, but not available in direct connection mode. p_date represents the date when data is synchronized to the product dataset (if the upstream data does not have a date partition), or the date when data is generated in the upstream data table (the original date/p_date partition fields in the Hive table will both be renamed to p_date). In visual queries, it can be used to select and filter by date dimension according to analysis needs. By default, it is set to the most recent day with data.
(2) Question: Why is the field gray?
Answer: When the mouse hovers over the gray field label in the field configuration area, a prompt will display the reason why the field is gray.