Now, Kyligence Zen users can further explore and analyze indicators in Excel, and can filter dimensions by labels, filter and sort dimensions based on indicator values, drill down/roll up, and diversified pivot table layouts, Two-way support for local Excel and cloud Excel, etc. Business personnel and analysts can easily build indicator applications in Excel based on their existing analysis habits. Visit the official website and try it out with us.
Let's do it together
Kyligence's analysis plug-in Kyligence Connector is now available in the Office official store, and users can install the plug-in in Excel for free with one click.
One-click installation of Excel analysis add-in
- Index list
Next, we will analyze the indicators (as shown in the table below) based on the indicators in the online shopping mall sales scenario in the Kyligence Zen template market, and take a detailed look at how to use Excel to further analyze and explore indicators:
Create pivot table
- Configure dimensions/metrics/filters
We expect to analyze the basic situation of sales, build a pivot table, and view four indicators of sales, total cost, profit, and profit margin based on the dimensions of time (year/quarter/month/day), product color, and product module . We want to understand the sales situation of a specific customer group, so we set the following filter conditions:
We drag and drop a series of metrics and dimensions to the row/column/value/filter list:
- Filter - label filter on row/column dimension values
When setting filter conditions for the product module, we use label filtering, that is, only view all products whose product module name starts with Mountain. The operation is as follows:
It can be seen that when the number of dimension values to be analyzed is very large and the names have certain rules, using label filtering can quickly select all dimension values that meet the conditions, instead of selecting dimension values one by one in the filter list. Example: Select all product titles that contain "mobile phone" in the name.
The result is as follows:
- Filter - check the field value of the filter
If you only want to conduct targeted analysis on the high-end professional group, you can modify the previous filter conditions in the filter at this time, and only keep managers:
Click OK, and click Update in the lower right corner, the results are as follows:
- drill down/roll up
If you only want to focus on a certain year, such as 2011, you can use the drill-down/roll-up function, and the operation is as follows.
Uncheck the option to delay layout update, select cell 2011, and drill down to the next level in 2011 to obtain the index values of all quarters, months, and dates in 2011:
We can select the cells in the first quarter and continue to drill down; then select the cells in February until we drill down to the last layer, which is the index values on February 27, 2011:
Note: Scrolling up is the reverse operation of drilling down. If the current level is drilled down from the previous level, you can choose to drill up to return to the previous level. The operation steps will not be described in detail.
When you want to focus on a certain dimension value link (such as: a certain year/a certain season/a certain month or a certain product category/a certain first-level category/a certain second-level category) for analysis, drill-down and roll-up are different. Two choices.
- Subtotal
Next, we will focus on customer attributes to analyze the sales situation, put customer education and customer occupation on the row, put customer gender on the column, and enable the display of subtotals:
The result is as follows:
Note: Subtotals on columns are not currently supported.
- sort by value
Based on the indicator of profit, the customer education background is sorted in descending order, so as to know which education customer groups have the highest sales profit. Here, the dimension is sorted based on the index value (referred to as value sorting), and the operation is as follows:
As shown in the figure below, the cells marked in green clearly represent the profits of people with different education backgrounds, and it can be directly seen that the profits of people with a bachelor’s degree are the highest.
- Filter - value filtering on row/column dimension values
Now analyze the profit margins of different occupations among people with different educational backgrounds. Assuming that the profit rate is higher than 40%, it meets the expectation. At this time, you can use the dimension to filter based on the index value (abbreviated as value filtering). The operation is as follows:
As shown in the figure below, the cells marked in blue in the figure clearly represent the groups of people with different educational backgrounds and different occupations, and their profits are all higher than 40%. It is worth noting that in the previous step, the effect of value sorting is still in effect, that is, the report in the figure below can clearly see which education groups have the highest sales profit, and at the same time, which occupational groups have reached the standard sales profit rate for each education group .
It is not difficult to understand that value screening and value sorting are very important means when you want to make statistics on KPIs or rank performance.
- pivot table layout
Pivot tables are displayed in compressed mode by default (that is, when there are multiple dimensions on a row, these dimensions are compressed on one column and displayed in a hierarchical relationship). For users who are used to reading pivot tables in tabular form, we also support tabular mode To display the report, that is, display the dimensions superimposed on the row in parallel on the columns, and name each column header the name of the dimension on the row. The following figure shows the operation of converting to a table mode pivot table:
The effect is as follows:
Kyligence Zen also supports the analysis of indicators in Office Online. When Office is not installed locally, it can easily meet the needs of indicator analysis. After logging in to Office Online, you can install the Kyligence Connector plug-in in the Office Store and realize the same analysis experience as above. Welcome to try and experience.
Remarks: The data source in the case comes from AdventureWorks, the official sample data source of Microsoft.
Kyligence Zen is now available for a 14-day free trial, welcome to visit the official website to experience the one-stop indicator platform.
About Kyligence
Founded in 2016 by the founding team of Apache Kylin, Kyligence is a leading provider of big data analysis and indicator platforms, providing enterprise-level OLAP (multidimensional analysis) product Kyligence Enterprise and one-stop indicator platform Kyligence Zen for users Provide enterprise-level business analysis capabilities, decision support systems and various data-driven industry solutions.
Kyligence has served many customers in banking, securities, insurance, manufacturing, retail, medical and other industries in China, the United States, Europe and Asia Pacific, including China Construction Bank, China Merchants Bank, Ping An Bank, Shanghai Pudong Development Bank, Bank of Beijing, Bank of Ningbo, Pacific Insurance, China UnionPay, SAIC, Changan Automobile, Starbucks, Anta, Li Ning, AstraZeneca, UBS, MetLife and other world-renowned companies, and reached global partnerships with Microsoft, Amazon Cloud Technology, Huawei, Ernst & Young, Deloitte, etc. Kyligence has received multiple investments from institutions such as Redpoint, Broadband Capital, Shunwei Capital, Eight Roads Capital, Coatue, SPDB International, CICC Capital, Gopher Assets, and Guofang Capital.