matrixorigin · dengn · Sep 20, 2023 · Sep 19, 2023 · Sep 20, 2023 · Sep 20, 2023
diff --git a/docs/MatrixOne/Develop/Ecological-Tools/BI-Connection/FineBI-connection.md b/docs/MatrixOne/Develop/Ecological-Tools/BI-Connection/FineBI-connection.md
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+# 通过 FineBI 实现 MatrixOne 的可视化报表
+
+## 概述
+
+FineBI 是新一代大数据分析工具，它有助于企业的业务人员深入了解和充分利用他们的数据。在 FineBI 中，用户可以轻松地制作多样化的数据可视化信息，自由分析和探索数据。FineBI 具有多种数据连接功能，可用于创建各种复杂的报表，构建数据决策分析系统，广泛应用于公司经营管理、生产管理、财务智能核算、销售运营等领域。
+
+MatrixOne 支持连接到数据可视化工具 FineBI。本文将指导您如何通过 FineBI 连接到单机版 MatrixOne，并创建各种可视化数据报表，将它们组装成仪表板，以便进行数据分析和探索。
+
+## 前期准备
+
+- 已完成[安装和启动 MatrixOne](../../../Get-Started/install-standalone-matrixone.md)。
+
+- 已完成[安装 FineBI](https://help.fanruan.com/finebi/doc-view-260.html?source=5) 和 [FineBI 初始化设置](https://help.fanruan.com/finebi/doc-view-262.html)。
+
+!!! note
+    本篇文档所展示的操作示例中使用的 FineBI 版本为 Linux 6.0 版本，你可以选择安装包 Linux_unix_FineBI6_0-CN.sh。
+
+## 通过 FineBI 连接 MatrixOne 服务
+
+1. 登录 FineBI 后，选择**管理系统 > 数据连接 > 数据连接管理 > 新建数据连接**，如下图所示，选择 **MySQL**：
+
+   ![image-20230808174909411](https://community-shared-data-1308875761.cos.ap-beijing.myqcloud.com/artwork/docs/develop/bi-connection/finebi/select-mysql.png)
+
+2. 填写 MatrixOne 连接配置，包括数据库名称、主机、端口、用户名、密码，其他参数可以按默认设置。您可以点击**测试连接**按钮来验证连接是否可用，然后点击**保存**进行连接保存：
+
+   ![image-20230808182330603](https://community-shared-data-1308875761.cos.ap-beijing.myqcloud.com/artwork/docs/develop/bi-connection/finebi/testing.png)
+
+## 利用 MatrixOne 数据制作可视化报表
+
+1. 创建 Demo 数据：
+
+    首先，登录到 MatrixOne 数据库，然后执行以下 SQL 语句来创建演示所需的数据表和视图：
+
+    ```sql
+    create database orders;
+    use orders;
+    CREATE TABLE `category` (`product_category_name` VARCHAR(255) DEFAULT NULL,
+    `product_category_name_english` VARCHAR(255) DEFAULT NULL );
+    CREATE TABLE `item` (`order_id` VARCHAR(255) NOT NULL, `order_item_id` INT DEFAULT null,
+    `product_id` VARCHAR(255) DEFAULT null,
+    `seller_id` VARCHAR(255) DEFAULT null, `shipping_limit_date` DATETIME DEFAULT null,
+    `price` DECIMAL(10,2) DEFAULT null,
+    `freight_value` DECIMAL(10,2) DEFAULT null
+    );
+    CREATE TABLE `review` (
+    `review_id` VARCHAR(255) NOT NULL,
+    `order_id` VARCHAR(255) DEFAULT null,
+    `review_score` TINYINT DEFAULT null,
+    `review_comment_title` VARCHAR(255) DEFAULT null,
+    `review_comment_message` TEXT DEFAULT null,
+    `review_creation_date` DATETIME DEFAULT null,
+    `review_answer_timestamp` DATETIME DEFAULT null,
+    PRIMARY KEY (`review_id`)
+    );
+    CREATE TABLE `order_time` (
+    `order_id` VARCHAR(255) NOT NULL,
+    `customer_id` VARCHAR(255) DEFAULT null,
+    `y` INT DEFAULT null,
+    `q` INT DEFAULT null,
+    `m` INT DEFAULT null,
+    `d` DATE DEFAULT null,
+    `h` INT DEFAULT null,
+    `order_purchase_timestamp` DATETIME DEFAULT null
+    );
+    CREATE TABLE `orders` (
+    `order_id` VARCHAR(255) NOT NULL,
+    `customer_id` VARCHAR(255) DEFAULT null,
+    `order_status` VARCHAR(255) DEFAULT null,
+    `order_purchase_timestamp` DATETIME DEFAULT null,
+    `order_approved_at` DATETIME DEFAULT null,
+    `order_delivered_carrier_date` DATETIME DEFAULT null,
+    `order_delivered_customer_date` DATETIME DEFAULT null,
+    `order_estimated_delivery_date` DATETIME DEFAULT null,
+    PRIMARY KEY (`order_id`)
+    );
+    CREATE TABLE `product` (
+    `product_id` VARCHAR(255) NOT NULL,
+    `product_category_name` VARCHAR(255) DEFAULT null,
+    `product_name_lenght` INT DEFAULT null,
+    `product_description_lenght` INT DEFAULT null,
+    `product_photos_qty` INT DEFAULT null,
+    `product_weight_g` INT DEFAULT null,
+    `product_length_cm` INT DEFAULT null,
+    `product_height_cm` INT DEFAULT null,
+    `product_width_cm` INT DEFAULT null,
+    PRIMARY KEY (`product_id`)
+    );
+    CREATE TABLE `rfm` (
+    `customer_id` VARCHAR(255) DEFAULT null,
+    `user_type` VARCHAR(255) DEFAULT null,
+    `shijian` DATE DEFAULT null
+    );
+
+    CREATE view total_order_value as select  t.order_id,product_id,seller_id,(price*total)+(freight_value*total) as order_value  from (select order_id,count(*) as total  from item group by order_id) t join item on t.order_id=item.order_id;
+
+    CREATE view order_detail as select a.order_id,product_id,seller_id, customer_id,round(order_value,2) as order_value, y,q,m,d,h,order_purchase_timestamp from total_order_value a inner join order_time b on a.order_id=b.order_id;
+    ```
+
+    接下来，使用以下 SQL 导入语句，将预先准备的 Demo 数据导入到 MatrixOne 数据库的相应表中。
+
+    !!! note
+        请注意，路径 `/root/data/table_name.csv` 是各表数据文件的路径，您可以参考此过程自行生成数据。
+
+    ```sql
+    use orders;
+    load data local infile '/root/data/category.csv' into table category FIELDS TERMINATED BY ',' OPTIONALLY ENCLOSED BY '"' LINES TERMINATED BY "\r\n";
+    load data local infile '/root/data/review.csv' into table review FIELDS TERMINATED BY ',' OPTIONALLY ENCLOSED BY '"' LINES TERMINATED BY "\r\n";
+    load data local infile '/root/data/product.csv' into table product FIELDS TERMINATED BY ',' OPTIONALLY ENCLOSED BY '"' LINES TERMINATED BY "\r\n";
+    load data local infile '/root/data/item.csv' into table item FIELDS TERMINATED BY ',' OPTIONALLY ENCLOSED BY '"' LINES TERMINATED BY "\r\n";
+    load data local infile '/root/data/order_time.csv' into table order_time FIELDS TERMINATED BY ',' OPTIONALLY ENCLOSED BY '"' LINES TERMINATED BY "\r\n";
+    load data local infile '/root/data/orders.csv' into table orders FIELDS TERMINATED BY ',' OPTIONALLY ENCLOSED BY '"' LINES TERMINATED BY "\r\n";
+    load data local infile '/root/data/rfm.csv' into table rfm FIELDS TERMINATED BY ',' OPTIONALLY ENCLOSED BY '"' LINES TERMINATED BY "\r\n";
+    ```
+
+2. 添加数据集：
+
+    在 FineBI 中，点击**公共数据**，然后点击**新建文件夹**，创建并选择一个文件夹，然后点击**新建数据集**，选择 **SQL 数据集**，将 SQL 查询添加到选定的文件夹中。输入数据集名称并填写 SQL 查询，如下所示：
+
+    ```sql
+    select d,
+    count(order_id) as order_num,
+    count(DISTINCT customer_id)
+    from orders.order_detail
+    group by d
+    order by d
+    ```
+
+    您可以点击**预览**按钮查看 SQL 查询的结果，然后点击**确定**进行保存：
+
+    ![image-20230809091306270](https://community-shared-data-1308875761.cos.ap-beijing.myqcloud.com/artwork/docs/develop/bi-connection/finebi/preview.png)
+
+    下面是本示例中使用的所有查询 SQL 的示例：
+
+    ```sql
+    -- 日活用户数及订单数
+    select d,
+    count(order_id) as order_num,
+    count(DISTINCT customer_id)
+    from orders.order_detail
+    group by d
+    order by d
+
+    -- 月活用户数及订单数
+    select count(DISTINCT customer_id),
+    count(order_id),
+    concat(y, '-', m)
+    from orders.order_detail
+    group by y,m
+    order by y,m
+
+    -- 各时段活跃用户数及订单数
+    select h,
+    count(DISTINCT customer_id),
+    count(order_id) order_num
+    from orders.order_detail
+    group by h
+    order by h
+
+    -- 各类型用户数量
+    SELECT count(*),
+    user_type
+    from orders.rfm
+    GROUP BY user_type
+
+    -- 月GMV
+    select y,m,
+    sum(order_value),
+    concat(y, "-", m) month
+    from orders.order_detail
+    group by y,m
+    order by y,m
+
+    -- 季度GMV
+    select y,q,
+    sum(order_value) gmv,
+    concat(y, "季度", q) as quator
+    from orders.order_detail
+    group by y,q
+    order by concat(y, "季度", q) asc
+
+    -- 季度ARPU
+    select y,q,
+    round((sum(order_value)/count(DISTINCT customer_id)),2) arpu,
+    concat(y, "季度", q) as quator
+    from orders.order_detail
+    group by y,q
+    order by y,q
+
+    -- 月度ARPU
+    select y,m,
+    round((sum(order_value)/count(DISTINCT customer_id)),2) arpu,
+    concat(y, "-", m) as month
+    from orders.order_detail
+    group by y,m
+    order by y,m
+
+    -- 重要挽留用户热门指数
+    SELECT e.product_category_name_english good_type,
+    SUM(a.order_value) ordder_total_value,
+    ROUND(AVG(c.review_score), 2) good_review_score,
+    (0.7*SUM(a.order_value)+
+
+    0.3*10000*ROUND(AVG(c.review_score), 7))
+    top_rank_rate
+    FROM orders.order_detail a
+    INNER JOIN
+    (SELECT customer_id
+    from orders.rfm
+    WHERE user_type='重要挽留用户' ) as b ON a.customer_id=b.customer_id
+    LEFT JOIN orders.review c ON a.order_id=c.order_id
+    LEFT JOIN orders.product d ON a.product_id=d.product_id
+    LEFT JOIN orders.category e ON d.product_category_name=e.product_category_name
+    where e.product_category_name_english is not NULL
+    GROUP BY e.product_category_name_english limit 50
+
+    -- 一般挽留用户热门指数
+    SELECT e.product_category_name_english good_type,
+    SUM(a.order_value) ordder_total_value,
+    ROUND(AVG(c.review_score), 2) good_review_score,
+    (0.7*SUM(a.order_value)+0.3*10000*ROUND(AVG(c.review_score), 7))
+    top_rank_rate
+    FROM orders.order_detail a
+    INNER JOIN
+    (SELECT customer_id from orders.rfm
+    WHERE user_type='一般挽留用户' ) as b ON a.customer_id=b.customer_id
+    LEFT JOIN orders.review c ON a.order_id=c.order_id
+    LEFT JOIN orders.product d ON a.product_id=d.product_id
+    LEFT JOIN orders.category e ON d.product_category_name=e.product_category_name
+    where e.product_category_name_english is not NULL
+    GROUP BY e.product_category_name_english limit 50
+    ```
+
+3. 更新数据：
+
+    保存数据集后，您需要点击**更新数据**按钮，等待数据更新完成后才能进行分析：
+
+    ![image-20230809091814920](https://community-shared-data-1308875761.cos.ap-beijing.myqcloud.com/artwork/docs/develop/bi-connection/finebi/update-data.png)
+
+4. 创建分析主题：
+
+    本示例的分析主题用于可视化展示电商平台的一般挽留用户、重要挽留用户、月 ARPU、季度 ARPU、不同时段活跃用户、日活跃用户、月活跃用户数及订单数等数据，以辅助决策和提升业务。创建分析主题的具体步骤如下：
+
+    - 点击**我的分析**，然后点击**新建文件夹**，创建并选择一个文件夹。
+    - 点击**新建分析主题**，选择上一步创建的数据集，然后点击**确定**。
+
+    ![image-20230809092959252](https://community-shared-data-1308875761.cos.ap-beijing.myqcloud.com/artwork/docs/develop/bi-connection/finebi/create-analytic.png)
+
+    __Note:__ 您可以使用**批量选择**功能来选择多个数据集进行主题分析。
+
+    ![image-20230809092959252](https://community-shared-data-1308875761.cos.ap-beijing.myqcloud.com/artwork/docs/develop/bi-connection/finebi/batch-select.png)
+
+    点击**添加组件**按钮，选择图表类型，将左侧的字段按需要拖动到右侧，双击修改字段可视化名称，在下方修改组件名称，组件名称即该组件所分析的报表内容：
+
+    ![image-20230809092959252](https://community-shared-data-1308875761.cos.ap-beijing.myqcloud.com/artwork/docs/develop/bi-connection/finebi/add-compon-1.png)
+
+    ![image-20230809092959252](https://community-shared-data-1308875761.cos.ap-beijing.myqcloud.com/artwork/docs/develop/bi-connection/finebi/add-compon-2.png)
+
+5. 组装仪表板：
+
+    点击**添加仪表板**，将刚刚创建的组件添加到仪表板中。您可以自由拖动和缩放组件的大小和位置，并在下方修改组件名称，以描述该组件所分析的报表内容。
+
+    ![image-20230810123913230](https://community-shared-data-1308875761.cos.ap-beijing.myqcloud.com/artwork/docs/develop/bi-connection/finebi/add-dashboard.png)
+
+6. 发布仪表板：
+
+    组装完成后，点击**申请发布**，设置发布名称、发布节点和展示平台。然后点击**确认**，您的仪表板将成功发布。
+
+    ![image-20230810123913230](https://community-shared-data-1308875761.cos.ap-beijing.myqcloud.com/artwork/docs/develop/bi-connection/finebi/publish.png)
+
+    现在，您可以在**首页导航**下找到刚刚发布的仪表板，并查看其展示效果。
+
+    ![image-20230810131752645](https://community-shared-data-1308875761.cos.ap-beijing.myqcloud.com/artwork/docs/develop/bi-connection/finebi/published.png)