FineBi帮助文档Word版_FineBI资源-CSDN文库

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FineBi文档目录

更新动态 ................................................................................................................................................10

更新日志索引 ....................................................................................................................................10

6.0.5 更新日志 ...................................................................................................................................10

6.0.4 更新日志 ...................................................................................................................................10

6.0.3 更新日志 ...................................................................................................................................10

6.0更新日志 .......................................................................................................................................10

6.0 兼容说明 ......................................................................................................................................10

Demo 更新日志..................................................................................................................................10

产品简介 ................................................................................................................................................10

产品概述 ............................................................................................................................................10

FineBI产品简介 .............................................................................................................................10

FineBI产品优势 .............................................................................................................................10

FineBI和FineReport的区别 ...........................................................................................................10

购买指南 ............................................................................................................................................10

报价咨询 ........................................................................................................................................10

支持与服务平台 ............................................................................................................................10

资源分享 ............................................................................................................................................11

联系我们 ............................................................................................................................................11

快速入门 ................................................................................................................................................11

快速入门指南 ....................................................................................................................................11

FineBI界面介绍 .................................................................................................................................11

5分钟上手FineBI ...............................................................................................................................11

第一个分析案例 ................................................................................................................................11

入门分析案例介绍 ........................................................................................................................11

①创建分析主题并添加数据........................................................................................................11

②在数据中分析............................................................................................................................11

③在表格中分析............................................................................................................................11

④在图形中分析............................................................................................................................11

⑤添加组件交互............................................................................................................................11

⑥仪表板布局美化........................................................................................................................11

⑦分享分析案例............................................................................................................................12

学习资源汇总 ....................................................................................................................................12

FineBI产品功能学习清单 .............................................................................................................12

FineBI词汇表 .................................................................................................................................12

FineBI视频学习 .............................................................................................................................12

常见问题 ............................................................................................................................................12

FineBI使用问题汇总 .....................................................................................................................12

FineBI新手常见问题 .....................................................................................................................12

创建分析主题 ........................................................................................................................................12

分析主题概述 ....................................................................................................................................12

新建分析主题 ....................................................................................................................................12

管理分析主题 ....................................................................................................................................12

管理我的分析 ....................................................................................................................................12

合并主题插件 ....................................................................................................................................12

管理用户的分析（管理员） ............................................................................................................12

选择并编辑数据 ....................................................................................................................................12

[分析主题]数据概述..........................................................................................................................12

添加数据 ............................................................................................................................................13

添加数据概述 ................................................................................................................................13

添加当前工程上的数据 ................................................................................................................13

添加Excel数据 ...............................................................................................................................13

编辑数据 ............................................................................................................................................13

新增条件标签列 ............................................................................................................................13

编辑数据概述 ................................................................................................................................13

新增公式列 ....................................................................................................................................13

新增汇总列 ....................................................................................................................................13

新增赋值列 ....................................................................................................................................13

左右合并 ........................................................................................................................................13

上下合并 ........................................................................................................................................13

分组汇总 ........................................................................................................................................13

字段设置 ........................................................................................................................................14

其他表添加列 ................................................................................................................................14

时间差 ............................................................................................................................................14

获取时间 ........................................................................................................................................14

过滤 ................................................................................................................................................14

排序 ................................................................................................................................................14

行转列 ............................................................................................................................................14

列转行（逆透视） ........................................................................................................................14

新增列应用 ....................................................................................................................................14

组合应用 ........................................................................................................................................15

数据加工常见问题 ............................................................................................................................16

编辑数据中特殊字符相关问题 ....................................................................................................16

编辑数据使用建议 ........................................................................................................................16

字段丢失处理方案和传递规则 ....................................................................................................16

编辑数据常见报错 ........................................................................................................................16

管理数据 ............................................................................................................................................16

数据量说明 ....................................................................................................................................16

管理数据功能 ................................................................................................................................16

制作可视化组件 ....................................................................................................................................16

制作可视化组件学习路径 ................................................................................................................16

制作第一个组件 ................................................................................................................................16

表格应用 ............................................................................................................................................16

表格类型 ........................................................................................................................................17

样式设置 ........................................................................................................................................17

表格FAQ ........................................................................................................................................18

图表应用 ............................................................................................................................................18

图表新手入门 ................................................................................................................................18

图表常见问题 ................................................................................................................................18

图表类型 ........................................................................................................................................18

样式设置 ........................................................................................................................................22

其他功能 ........................................................................................................................................23

图表实例 ........................................................................................................................................23

地图和地理数据分析 ........................................................................................................................23

地图简介 ........................................................................................................................................23

地图类型 ........................................................................................................................................24

地图匹配 ........................................................................................................................................24

图层相关 ........................................................................................................................................24

其他 ................................................................................................................................................25

处理数据 ............................................................................................................................................25

设置待分析区域字段 ....................................................................................................................25

分析区域字段设置汇总 ................................................................................................................25

对数据分组 ....................................................................................................................................25

设置汇总方式 ................................................................................................................................26

排序 ................................................................................................................................................26

过滤 ................................................................................................................................................26

分析数据 ............................................................................................................................................27

添加计算字段 ................................................................................................................................27

快速计算 ........................................................................................................................................27

计算占比 ........................................................................................................................................27

计算同环比 ....................................................................................................................................28

二次计算 ........................................................................................................................................28

组件基础功能 ....................................................................................................................................29

图表/表格基础功能 .......................................................................................................................29

组件标题设置 ................................................................................................................................29

组件复用 ........................................................................................................................................29

管理可视化组件 ............................................................................................................................29

数据解释 ............................................................................................................................................29

可视化FAQ ........................................................................................................................................29

常见图表问题 ................................................................................................................................29

联动报错 ........................................................................................................................................29

导出Excel报错 ...............................................................................................................................30

仪表板不支持的特殊字符 ............................................................................................................30

直连数据仪表板编辑与预览内容不一致 ....................................................................................30

制作仪表板 ............................................................................................................................................30

仪表板概述 ........................................................................................................................................30

添加组件至仪表板 ............................................................................................................................30

管理仪表板 ........................................................................................................................................30

组件中查看数据 ................................................................................................................................30

查看组件信息 ................................................................................................................................30

查看组件过滤条件 ........................................................................................................................30

组件查看明细 ................................................................................................................................30

组件查看所有数据 ........................................................................................................................30

组件放大 ........................................................................................................................................30

组件复原 ........................................................................................................................................30

表格动态切换字段 ........................................................................................................................30

查看图表背后数据的两种方式 ....................................................................................................30

添加交互功能 ....................................................................................................................................30

交互功能简介 ................................................................................................................................31

组件联动 ........................................................................................................................................31

组件跳转 ........................................................................................................................................31

数据钻取 ........................................................................................................................................31

过滤组件 ........................................................................................................................................32

其他组件 ........................................................................................................................................33

SQL 数据集参数............................................................................................................................34

设计仪表板 ........................................................................................................................................35

仪表板样式 ....................................................................................................................................35

仪表板布局 ....................................................................................................................................35

数据预警插件 ................................................................................................................................35

仪表板撤销/还原 ...........................................................................................................................35

保存仪表板 ........................................................................................................................................35

导出仪表板FAQ ............................................................................................................................35

导出仪表板 ....................................................................................................................................35

复制仪表板 ....................................................................................................................................35

预览仪表板 ........................................................................................................................................35

仪表板FAQ ........................................................................................................................................35

图表大数据预览/导出报错 ...........................................................................................................35

获取仪表板背景图片 ....................................................................................................................35

仪表板编辑与预览区别 ................................................................................................................35

仪表板报错 ....................................................................................................................................35

仪表板变形 ....................................................................................................................................35

FineBI For Excel 插件........................................................................................................................35

Excel 插件更新日志 ......................................................................................................................36

Excel插件简介 ...............................................................................................................................36

Excel插件安装 ...............................................................................................................................36

Excel插件功能介绍 .......................................................................................................................36

Excel插件-数据准备 ......................................................................................................................37

Excel插件-报表制作 ......................................................................................................................37

Excel插件-报表线上化 ..................................................................................................................37

Excel报表常用函数 .......................................................................................................................37

Excel插件实用案例 .......................................................................................................................37

常见问题 ........................................................................................................................................38

共享分析主题 ........................................................................................................................................38

协作 ....................................................................................................................................................38

发布 ....................................................................................................................................................38

发布仪表板 ....................................................................................................................................38

发布数据 ........................................................................................................................................38

分享仪表板 ........................................................................................................................................38

分享仪表板概述 ............................................................................................................................38

公共链接分享仪表板 ....................................................................................................................38

仪表板分享到目录 ........................................................................................................................38

数据分析进阶 ........................................................................................................................................38

FineBI应用教程干货合集 .................................................................................................................38

函数入门 ............................................................................................................................................38

函数学习路径 ................................................................................................................................38

计算入门指南 ................................................................................................................................39

计算类型选择 ................................................................................................................................39

函数概念 ........................................................................................................................................39

函数列表 ........................................................................................................................................39

函数FAQ ........................................................................................................................................46

BI函数与Excel函数对应 ...............................................................................................................47

函数应用 ............................................................................................................................................47

DEF函数应用.................................................................................................................................47

数据合并、截取、分列 ................................................................................................................47

常用日期公式 ................................................................................................................................47

数据整合 ........................................................................................................................................47

数据清洗 ........................................................................................................................................48

数据运算 ........................................................................................................................................48

数据分析模型 ....................................................................................................................................49

月复购率分析 ................................................................................................................................49

RFM分析 ........................................................................................................................................49

波士顿矩阵图 ................................................................................................................................49

ABC分析(帕累托)..........................................................................................................................49

转化分析 ........................................................................................................................................49

留存分析 ........................................................................................................................................49

购物篮分析 ....................................................................................................................................49

杜邦分析 ........................................................................................................................................49

功能进阶专题 ....................................................................................................................................49

数据处理与计算专题 ....................................................................................................................49

表格和图表专题 ............................................................................................................................50

组件交互专题 ................................................................................................................................50

计数统计场景 ................................................................................................................................50

数据分析技巧 ....................................................................................................................................51

数据分析基本思路 ........................................................................................................................51

数据分析指标拆解方法 ................................................................................................................51

突出洞察信息 ................................................................................................................................51

多维度分析法 ................................................................................................................................51

如何写一份数据分析报告 ............................................................................................................51

如何做一张好的仪表板 ................................................................................................................51

业务主题案例 ....................................................................................................................................51

人事主题 ........................................................................................................................................51

销售主题 ........................................................................................................................................51

会议主题 ........................................................................................................................................52

---------------管理员---------------- ...........................................................................................................52

安装与升级 ............................................................................................................................................52

安装与启动 ........................................................................................................................................52

FineBI服务器配置推荐 .................................................................................................................52

FineBI安装与启动 .........................................................................................................................52

安装说明 ........................................................................................................................................52

安装与启动FAQ ............................................................................................................................52

初始化设置 ........................................................................................................................................52

语言设置 ............................................................................................................................................53

版本升级 ............................................................................................................................................53

6.0升级指南 ...................................................................................................................................53

FineBI 版本说明 ............................................................................................................................53

FineBI与FineReport版本适配说明 ...............................................................................................53

数据准备 ................................................................................................................................................53

数据连接 ............................................................................................................................................53

配置数据连接入门 ........................................................................................................................54

驱动管理 ........................................................................................................................................54

数据连接支持范围 ........................................................................................................................54

数据库连接示例 ............................................................................................................................54

数据连接FAQ ................................................................................................................................57

准备公共数据 ....................................................................................................................................57

公共数据概述 ................................................................................................................................57

文件夹管理 ....................................................................................................................................57

数据集类型 ....................................................................................................................................57

数据集管理 ....................................................................................................................................58

数据表基础功能 ............................................................................................................................58

数据更新 ........................................................................................................................................59

直连数据&抽数数据 .....................................................................................................................60

数据开发 ........................................................................................................................................60

公共数据常见问题 ........................................................................................................................60

管理系统 ................................................................................................................................................61