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上一页介绍了如何接入销售业务场景的 Demo 数据,在开始分析这部分业务数据之前,需要进一步对原始的业务数据进行清洗、加工,按照业务规则建立各个表之间的关系,同时按照业务分析的规则计算出各个"业务指标",最终将原始的物理数据封装成可用于制作大屏和报表的"业务模型",用于后面的数据分析与展示(即制作仪表板和报表进行展示)。
本章节在数据连接快速入门接入的Excel数据源的基础上,通过创建一个缓存数据集来完成数据的准备,更多数据建模的方式和内容请参见第五章 数据准备。
Wyn 商业智能在文档门户分别提供仪表板和报表的“准备数据”入口,针对不同的分析场景和分析需求提供多种建模方式,用户可以根据分析需求选择适合的建模方式(可参考《建模选型指南》),在此章节的销售业务场景里,我们分析的是单源的(来自一个Excel)业务数据,对分析的实时性要求较低,所以使用缓存数据集来准备数据。操作介绍如下:
在"文档门户"页面,单击 ,比如此处要准备的是制作仪表板的数据,可以选择仪表板分类下面的准备数据,点击进入,选择缓存数据集,进入数据集设计器。
进入数据集设计器后,可以在左侧下拉框添加已创建好的数据源 (这里也可以直接复用已经创建好的数据集,此处以数据源为例进行介绍),比如选择上一页创建好的的 Excel 数据源 “Demo_销售数据” 。
为了让示例足够简单,这里我们仅拖拽一个数据表(销售明细)到编辑区。有关多表关联关系的具体配置介绍,请见多表关联。
单击页面上方的保存按钮。
输入数据集的名称并保存。
在门户网站查看数据集,单击即可预览。
type=info
提示
为了便于您直接进行产品学习,系统安装后,默认已内置了一些数据集,可以参考使用。