Use Example Cases

Use this document to find and apply sample cases from the template center.

What Sample Cases Are

Sample cases are reusable analysis templates prepared for common business scenarios. You can preview a sample case, apply it to a project, replace the sample data with your own data, and quickly generate dashboards or analysis results.

Finding a Sample Case

1. Open the template center.
2. Search for a template by name, or select a tag to filter templates by category.
3. Open a template to view its details.
4. Preview the template.

Screenshot needed: Template center with search and tags.

Previewing a Sample Case

1. Open a sample case.
2. Review the template information.
3. Preview the dashboard or analysis result.
4. Click Full-Screen Preview if you need a larger preview.

Screenshot needed: Full-screen preview of a sample case.

Applying a Sample Case

1. Open the sample case that you want to use.
2. Click Apply Template.
3. Open the target project.
4. Click Switch Now when the product asks you to replace the sample data.
5. Select the data source type for each source table.
6. Select the target data table that should replace the sample table.
7. Open Field Matching Details.
8. Match the fields used by the analysis table and other required fields.
9. Confirm the field matching.
10. Click OK to finish switching data.

Screenshot needed: Switch sample data to your own data.

After the data is switched, the project contains the updated data, dashboards, and related files generated from the sample case.

Field Matching

Field matching connects the fields used in the sample case with fields in your own data table.

Check field matching carefully if:

• The field names are different.
• The field types are different.
• A field is used by a chart, dashboard, filter, or analysis step.
• The sample case contains multiple source tables.

Notes

• Some sample cases may require additional authorization before they can be applied.
• If a sample case cannot be applied, contact your admin or support team.
• After applying a sample case, review the generated dashboard before sharing it with others.

Next Steps

• Add Data
• Analyze Data
• Create Charts
• Create a Dashboard