This article provides comprehensive guidance on using the trend analysis table to help you efficiently perform data trend analysis and visualization setup.

The trend analysis table is a visualization tool focused on time-based analysis of key metrics. It supports viewing data aggregated by different date granularities for key metrics, and allows further comparison, trend analysis, and calculation of averages for these metrics.

1. Confirm the columns (date dimension), rows (dimension, optional), and metrics you need to view.
   • The trend analysis table requires one date field in the columns of type 'day', zero or more row dimensions, and one or more metrics.

• The time dimension must be set to 'day'. If the date dimension includes hours, minutes, and seconds, first adjust the date type of this dimension to 'year-month-day' in the table chart.

2. Select 'trend analysis table' as the chart type in the chart bar.

Drag dimensions and metrics into the columns, rows, metrics, and filter boxes, and adjust their positions.

• Move the relative positions of custom dimensions and metric names in the rows to change the left-right hierarchy between custom dimensions (such as province) and metrics (such as order data).

• Click 'Row' - 'Metric Name' - 'Set Field Information' to modify the header of the metric columns in the trend analysis table.

3. In the chart configuration bar below the chart, configure the time granularity, date range, and end date to be displayed.

   warning

   If the chart displays 'No data available' but the dataset actually contains data, it is possible that the selected time range or end date is incorrect.

4. Select the calculation method for metrics. You can configure metrics in a unified or custom way. If you check 'Show toggle button', a toggle button will appear in the upper right corner of the chart.

5. Configure period-on-period comparison, Sparklines, and other settings as needed to complete the chart configuration.

Dimension and metric requirements #

The dimensions and metrics required to create a trend analysis table are as follows:

• Column: 1 date dimension with day granularity
• Row: Any number of dimensions (optional)
• Metric: 1 or more metrics

If the dimension is not a date at the day granularity, but instead a date at the hour, minute, and second granularity, an error message will be displayed when switching charts.

You can first adjust the date type to day granularity in the dimension bar before switching the chart. You need to switch the date type to another chart first, then switch to the trend analysis table.

Dimension and metric configuration #

• Columns: Support editing fields, date completion, and setting field information.

• Rows: Support editing fields and setting field information.

• Metrics: Non-aggregated fields support aggregation methods, editing fields, setting field information, setting data format, conditional formatting (icon set only), and hiding fields; aggregated fields do not support aggregation method selection.

Time granularity and end date #

Time granularity #

The trend analysis table supports quickly switching the display granularity of time, and each time granularity supports setting the date range independently.

• By default, biweekly and bimonth are selected.
• The currently supported time granularities include: day, week, biweekly, month, bimonth, quarter, and year.
  • Year: Supports selecting the calculation method, such as January to December (calendar year), February to January of the following year, March to February of the following year, and more.
  • Biweekly: Supports selecting the calculation method, such as Monday to Sunday, Tuesday to Monday, and more.
  • Week: Supports selecting the calculation method, such as Monday to Sunday, Tuesday to Monday, and more.
• From version V2.87.0, you can set the date sort order; the default is ascending.
  • Selecting "Ascending": In the same interval, the chart displays columns from left to right in order from oldest to newest date.

• Selecting "Descending": In the same interval, the chart displays columns from left to right in order from newest to oldest date.

End date #

The date range can be configured within the date granularity, and the end date is the reference date from which this date range is calculated backward.

Date range calculation #

• Yearly

The default date display range is based on the "end date" (inclusive), and by default, it goes back N years (that is, starting from the year containing the end date (inclusive), the start date is N years earlier, up to the current end date). N defaults to 3. The input field is a numeric input control, and the range is integers greater than 0.
Example:
If the year calculation method is the natural year from January to December, and the end date is 20221215, with a date range of 3 years, then the range is 20200101-20221215.
If the year calculation method is from February to January of the following year, and the end date is 20221215, with a date range of 3 years, then the range is 20200201-20221215.

• Quarter

The default date display range is based on the "end date" (inclusive), and by default, it goes back N quarters (that is, starting from the quarter containing the end date (inclusive), the start date is N quarters earlier, up to the current end date). N defaults to 8. The input field is a numeric input control, and the range is integers greater than 0.
Example: If the end date is 20221215 and the date range is 2 quarters, then the range is 20220701-20221215.

• Bimonth

The default date display range is based on the "end date" (inclusive), and by default, it goes back N bimonths (that is, starting from the bimonth containing the end date (inclusive), the start date is N bimonths earlier, up to the current end date). N defaults to 8. The input field is a numeric input control, and the range is integers greater than 0.
Example: If the end date is 20221215 and the date range is 2 bimonths, then the range is 20220901-20221215.

• Month

The default date display range is based on the "end date" (inclusive), and by default, it goes back N months (that is, starting from the month containing the end date (inclusive), the start date is N months earlier, up to the current end date). N defaults to 15. The input field is a numeric input control, and the range is integers greater than 0.
Example: If the end date is 20221215 and the date range is 2 months, then the range is 20221101-20221215.

• Biweek

The default date display range is based on the "end date" (inclusive), and by default, it goes back N biweeks (that is, starting from the biweek containing the end date (inclusive), the start date is N biweeks earlier, up to the current end date). N defaults to 8. The input field is a numeric input control, and the range is integers greater than 0.
Week calculation method: The dropdown options are as follows, with Monday to Sunday as the default.
Example: For example, if the week calculation method is Monday to Sunday and the cutoff date is 20221215, then for a date range of 2 biweekly periods, the range would be 20221128-20221215.

• Week

The default date display range is based on the "cutoff date" (inclusive). By default, the date range includes N weeks, counting backward from the week containing the cutoff date (inclusive) to the cutoff date. N defaults to 5. The input box is a numeric input control, and the range is integers greater than 0.
Week calculation method: The dropdown options are as follows, with Monday to Sunday as the default.
Example: For example, if the week calculation method is Monday to Sunday and the cutoff date is 20221215, then for a date range of 2 weeks, the range would be 20221205-20221215.

• Day

The default date display range is based on the "cutoff date" (inclusive). By default, the date range includes N days, counting backward from the cutoff date (inclusive). N defaults to 7. The input box is a numeric input control, and the range is integers greater than 0.
Example: For example, if the cutoff date is 20221215, then for a date range of 2 days, the range would be 20221214-20221215.

Calculation method #

The trend analysis table supports setting the calculation method for metrics displayed on the chart.

• Daily average
  • For non-division metrics, calculate the sum of the daily metric data over a given period divided by the number of days with data. If date completion is used for the number of days with data, the completed dates are also included in the count.
  • For division metrics (A/B), calculate the sum of the daily division results over a given period divided by the number of days with data, that is, sum(A/B) / N, where N is the number of days with data. If date completion is used for the number of days with data, the completed dates are also included in the count.
• Total
  • For non-division metrics, first calculate the metric data for each day, then sum the daily metric data within the statistical period.
  • For division metrics (A/B), first sum A and B separately, then divide, that is, sum(A) / sum(B).

Year-on-year and period-on-period comparison #

The trend analysis table enables the year-on-year and period-on-period comparison feature by default. After selecting the "toggle display button", you can quickly switch between year-on-year and period-on-period comparison in the upper right corner of the chart.

• Supports configuring the default calculation method. Calculation methods include: year-on-year and month-over-month.
• Supports configuring the calculation type. Calculation types include: percentage difference and difference value.
• Supports configuring conditional formatting. Supported conditional formats: icon sets.

Sparkline #

The trend analysis table supports configuring Sparklines.

• Field name: the name displayed for the Sparkline in the table.
• Y-axis: defaults to the current metric.
• X-axis: the dimension of the current chart and supports switching the date type.
• Date range: the data range displayed in the Sparkline, based on the 'end date', going back N date units. The date unit is determined by the date type of the X-axis. For example, if the X-axis date type is month, the date range goes back 6 months, and the end date is 2023-04-25, then the Sparkline displays data from 2022-11 to 2023-04.

Interactive analysis feature support #

• Analysis feature: not supported.
• Chart linkage: supported.
  • Logic description: When a metric is selected, the date range for that time granularity level is sent to other charts. For example, if 2022 Q3 is selected, 20220701-20220930 is sent.
• Drill-through: supported.
• Drill up/down: not supported.
• Attribution analysis: not supported.
• Dynamic dimensions: not supported.
• Dynamic metrics: supported.
• Global parameters: supported.

Text alignment #

You can adjust the text alignment of columns, rows, and metrics.

Table style #

You can adjust the style of the table header and table, such as font color, background color, and more.

Special values #

You can adjust the display style of special values for dimensions and metrics.

• Display styles include: (blank), NULL, 0, --.

Display mode #

You can adjust the display mode of the entire table. Display mode configuration includes: column width, column spacing, and row spacing.