Analyze Data

Use this document to process and analyze data in a project before creating charts.

Before You Start

• You have logged in to FineBI Next.
• You have access to a space and project where you can edit analysis content.
• You have added data to the project.

What a Project Is

A project is the main container for analysis work in FineBI Next. You can use a project to organize data tables, analysis tables, charts, dashboards, and storyboards for a specific business question or analysis goal.

All analysis work is completed in a project.

Adding Data to a Project

If you uploaded an Excel file directly from a project, the uploaded data is already available in the project.

If you uploaded data from Data Connection, add the data to a project before you start analysis.

1. Open the target space.
2. Create or open a project.
3. Add the connected data table to the project.

Screenshot needed: Add a connected data table to a project.

Filtering Data

Use a filter step to keep only the records that match your analysis goal.

1. Open the analysis table.
2. Click + to add an analysis step.
3. Select Filter.
4. Select the field that you want to filter.
5. Configure the filter condition.
6. Apply the filter.

Screenshot needed: Add a filter step in an analysis table.

For example, you can filter the Store Type field and keep only records for self-operated stores.

Screenshot needed: Filter a field by a specific value.

Adding More Analysis Steps

You can continue adding analysis steps to prepare data for charts and dashboards.

Common analysis steps include:

• Adding calculated fields.
• Filtering records.
• Grouping and summarizing data.
• Merging tables.
• Splitting fields.
• Setting field names and field types.
• Sorting data where sorting is available in the current step.

Result

After you complete the steps, the analysis table contains processed data that is ready for visualization.

Next Steps

• Create Charts
• Sort Data
• Use Calculation Models
• Use Formulas