Hang out the dashboard

1.1 Version

1.2 Problem description

The salesperson can share the dashboard by applying for hanging out, and the dashboard will be posted to the directory. Users with the corresponding directory viewing authority can view the dashboard directly in the directory. So how do users realize the function of hanging out the dashboard?

1.3 Solution

Hang out the dashboard through the business personnel requesting the administrator to hang out the dashboard to the directory.

2.1 Business personnel request to hang out

1) After doing data analysis and completing the configuration of the dashboard, the business personnel can enter the "Dashboard" and select the operation of the dashboard: "Request to hang out", as shown in the following figure:

2) After the dashboard is requested to hang out, it will prompt that "Request to hang out successfully", and the hang out sign will appear on the dashboard icon, as shown in the following figure:

Note: If the template message is enabled, users with template management and directory editing permission will receive a notification of template request to hang out.

2.2 Hang out by administrator

1) After the business personnel make an request, the administrator logs in to the decision-making system and enters the "Manage>Template Management", and you can view the number of applications to hang out and the specific templates, as shown in the following figure:

2) The operations that the administrator can do for the dashboard include "Quickly hang out" and "View the dashboard information", as shown in the following figure:

3) Click the "Quickly Hang Out" button, as shown in the figure below:

4) Select the directory of the hanging dashboard, enter the display name of the hanging dashboard, enter the dashboard description, and select the display terminal, as shown in the following figure:

5) Click OK to save, and the dashboard will be displayed in the hang-out state. As shown below:

2.3 Cancel to hang out

1) If the dashboard that the business person has previously requested to hang out wants to cancel, before the administrator has not operated the hang-out, the business person can choose to cancel the request to hang out under "Dashboard". As shown below:

2) If the administrator has hung out the dashboard, general business personnel cannot cancel the request to hung out, and the administrator needs to delete the hung out dashboard under "Manage> Directory", as shown in the following figure:

Note: The dashboard is deleted from the directory, and the dashboard in the salesperson dashboard still exists. As shown below:

2.4 Preview effect

2.4.1 View by adnimistrator

Click on the directory that just hung up, you can see the dashboard, and click to view it. As shown below:

2.4.2 View by other people

1) The administrator assigns permissions

After the administrator hangs out the dashboard, if general users want to view it, the administrator needs to assign the permission to hang out the directory where the dashboard is located and the permission to the data tables in the dashboard.

2) View by users

After the administrator hangs out and assigns viewing permission to the dashboard in the directory, the authorized person logs into the system and can view the dashboard.

For example, if the user is assigned the permission to view the directory where the dashboard is located and the data in the dashboard, the user can view it in the directory after logging into the system, as shown in the following figure:

After the dashboard is hung out, the general user modifies his dashboard, and the dashboard hung out in the directory will automatically sync the modification effect.