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When you import data from CSV or MS Excel files, SQL databases, Google Sheets or REST API, you will have to map your data columns to the flex.bi data cube so you could later analyze those data from different perspectives.
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Simply put “Dimensions” are different ways to see your data (i.e., by month, by the company, by type, etc.), but “Measures” are the numerical facts describing those dimensions (i.e., revenue by month, count of orders by company, etc.). Properties are dimension member attributes that can be added and further used in the reports if those dimension members are displayed in the report.
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There are a few simple rules you have to follow while mapping your data.
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- flex.bi recognizes period
.as a decimal separator. Make sure the data source does not have a comma,as a decimal separator as this symbol is reserved; you may fix the data source or adjust source data with custom JavaScript. - For decimal values, the precision (maximum number of digits) and the scale (digits after the decimal point) are set based on data in the column. However, you can adjust both parameters by editing advanced options.
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If you do not have any numeric value in your data source, you can tell flex.bi to generate it for this data cube. Chose Append row count measure to add a new column containing the number 1 for each row. Update the name for a row count measure so it woudl would represent the file content.
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In many data sources, numbers are used to give unique names consisting only of numbers (for example, registration number, case number, or ID). flex.bi will try to be helpful and offer to import it as a Measure by default; however, the information by nature is "name" not "quantitative value" and you might want to import it as a dimension. For this column, set data type to string and proceed as if you would map the dimension (see next chapter on Rule 2).
Rule 2 At least one Dimension
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Properties are quite powerful information; you can enable several interaction options in the report.
- If the source data column contains the path (URL) to the space where the original information of the object is, map this column as a property and give the property name URL. This property enables the Go to source option in the report.
- If the source data contains two name columns describing the same object, one name is the full name of the member, and the second - a more user-friendly name, then you can import the user-friendly name as a property with the name DISPLAY_KEY. This property enables the option to change the display name in the report for dimension members.
- Similarly, if the source data column contains a link to the user's avatar, map this column as a property and call it avatar_url. When imported to the user dimension members, this property would enable the new display name option "with avatar" for user dimension members. User dimensions (Assignee, Logged by etc) imported automatically in flex.bi from the Jira site would have this property imported by default.
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You can use JavaScript to adjust the source data and prepare them for data mapping. For each column, edit the Advanced options to adjust the column data. This option might be useful if source data has a date not matching the recognized format or decimal values separated by a comma. Or use JavaScript to clean up data and extract only the key values from the source column. For example, if a column contains an array of values but you woudl would like to get only one specific attribute value from that array.
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