The following article covers how to use the Set Analysis function in BI Charts.
The Set Analysis feature allows you to sub-divide your data at the chart level. In addition to filtering your entire dataset from the data tab, you can now further divide this data for comparative analysis in charting.
As you can see from the 'data' tab, I have included the date, ID and site name for events. This report has not had any filters applied so it is showing every event that has been entered into the system.
In my chart, I want to compare this FY compared to last FY. I will create two set analysis fields in the chart builder to represent each financial year's total events.
Create Set Analysis
1. In the chart, click and drag 'Set Analysis', from under functions, to where you would use the metric field.
2. New Set Pop up:
Selecting the Set Analysis function activates the New Set Pop-up window. Drop-down filters allow you to set the metric you wish to filter, choose the fields by which you want to filter that metric, define the value of those fields, and then name the new set you have created.
- Name the set with a relevant name, in this case, this field will show the last financial year.
- Select the metric field, in this case it is the Event ID.
- Add filter, this will be the Event Date field. As it is a date, the operand will need to change to 'Between'. This acts like the filters in the data tab. Choose the date range, in my case I have selected the 'Last Financial Year' from the pre-defined periods.
- Click Submit.
Rinse and repeat!
- Drag and create another set analysis.
Important: As I have not aggregated my field in the table, the fields will need to be aggregated in the chart.
Click the drop down on each set analysis and select the relevant aggregation.