[Learning Path of Dashboards]

  • Last update:April 01, 2025
  • Overview

    A dashboard is a panel composed of multiple components. A well-designed dashboard not only helps you coordinate organizational work and identify the crux of issues, but also clarifies what you want to express or sparks expansive thinking and expands your analysis.

    This document introduces the essential knowledge of dashboards and provides a clear path for learning about them. Based on the instruction in this document, you can learn how to create dashboards and add interactive functions to dashboards.

    Learning Path of Dashboard


    ChapterTitle
    ContentHelp Document
    Chapter One  Dashboard Basics
    1.1

    Beginner's Guide


    You can learn how to create dashboards and add components to dashboards.

    Adding Components to Dashboards

    1.2Dashboard Management

    You can learn how to perform operations such as creating, deleting, renaming, copying, and publishing dashboards.

    Dashboard Management

    Chapter Two  Linkage, Jump, Drilling, and Filter
    2.1

    Linkage

    You can use the linkage function to control the display content of other components in the dashboard by clicking or selecting specific data points in a chart.

    Setting Linkages Between Components

    Clearing the Linkage Effect

    Canceling Linkage Setting Between Components

    2.2

    Jump

    You can use the jump function to jump from the current dashboard to other pages.

    Component Jump Introduction

    2.3Drilling 

    You can use the drilling function to dynamically change the level of dimensions when viewing a dashboard. 

    Drilling Introduction

    2.4Filter Component Type Introduction 

    You can learn about filter component types and how to use these components. 

    Filter Component Overview

    Basic Function of Filter Components


    2.5

    Parameter Application in Filter Components 

    You can use parameters as variables in component calculations and use filter components as tools for assigning values. You can use filter components to assign values to parameters dynamically. 

    Parameter Function


    Chapter Three  Other Components
    3.1

    Text Component

    You can use text components to add titles or comments.

    Text Component Overview

    3.2Image Component 

    You can use image components to insert images into dashboards.

    Image Component

    3.3

    Tab Component 

    You can use tab components to meet different data analysis needs in various scenarios, such as information integration, layout optimization, and multidimensional analysis.

    Tab Component


    3.4Web Component

    You can use web components to add links and display web pages in dashboards. 

    Web Component


    Chapter Four  Dashboard Design & Viewing
    4.1

    Component Combination

    You can combine multiple components into a group in a dashboard to enhance overall cohesion, which makes it convenient for you to move and adjust these components in batches.

    Component Combination



    4.2

    Dashboard Style

    After creating a dashboard, you can change or customize the dashboard style (such as the text, background, and style) to enhance the visual appeal of the dashboard.

    Dashboard Style



    4.3Dashboard Adaption

    You can set rules for dashboard adaption.

    Dashboard Adaption



    4.4

    Dashboard Export

    You can export a dashboard as an Excel/PDF file.

    Dashboard Export


    4.5

    Component Information Viewing

    You can view component information, such as updates and data location.

    Viewing Component Information

    4.6

    Component Filter Criteria Viewing

    You can learn whether the displayed data in a component is obtained by filter. 

    Viewing Filter Criteria







    附件列表


    主题: Creating a Dashboard
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