Dashboard Management

  • Last update:  2024-02-26
  • Overview

    Version

    FineBI Version
    Functional Change

    6.0

    /

    6.0.3

    • Added the component hiding function.

    • Optimized tab interaction.

    Application Scenario

    You want to manage dashboards in analysis subjects, such as deleting dashboards from analysis subjects, renaming dashboards, and copying dashboards.

    Function Description

    On the edit page of Analysis Subject, you can rename dashboards, copy dashboards, paste dashboards, apply for publication, share public links, preview dashboards, and refresh dashboards.

    Dashboard Management Overview

    Enter the edit page of Analysis Subject, select an analysis subject, and click Edit, as shown in the following figure.

    图1.png

    You can manage dashboards by following the settings shown in the following figure.

    图2.png

    NumberFunction DescriptionFunction DescriptionDocument Link

    A

    Rename

    Allows you to rename dashboards.

    /

    B

    Copy

    Allows you to copy this dashboard in the current subject.

    Copying Dashboards

    C

    Apply for Publication

    Allows you to publish this dashboard to the FineBI directory for review by the administrator and viewing by others.

    Publishing a Dashboard

    D

    Share to Directory

    Allows you to share this dashboard with others to view (requiring no administrator approval).

    Sharing Dashboards to Directories

    E

    Public Link

    Allows you to share this dashboard with users (who do not have a FineBI account) to view.

    Sharing Dashboards Through Public Links

    F

    Hide All Components

    Allows you to hide the components to view only dashboards when too many components exist in a subject.

    Hiding All Components

    G

    Delete

    Allows you to delete this dashboard.

    /

    H

    Dashboard Style

    Allows you to set the dashboard style for more appealing appearance.

    Dashboard Style

    I

    Adaptation

    Allows you to adjust the dashboard display status.

    Dashboard Adaption

    J

    Refresh

    Allows you to refresh the dashboard to the latest state.

    /

    K

    Undo/Restore

    Allows you to undo/restore your operations on dashboard upon operation errors. It is an auxiliary dashboard   editing function.

    Dashboard   Undo/Restoration

    L

    Export

    Allows you to export a dashboard as Excel/PDF.

    Dashboard Export

    M

    Preview

    Allows you to preview the completed dashboard.

    Dashboard Preview

    N

    More

    Allows you to enable the default linkage.

    Allows you to set the mobile layout.

    Enabling the Default Linkage

    Mobile Layout

    O

    Component

    Allows you to add existing components to the dashboard in this subject.

    Adding Components to Dashboards

    P

    Filter Component

    Allows you to add filter components.

    Filter Component Overview

    Q

    Other

    Allows you to add other components, including text components, image components, web components, and tab component.

    Tab Component/Image Component/Text Component Overview/Web Component

    R

    Previous/Next

    Allows you to move to the previous or next dashboard/component if too many dashboards/components exist.

    Previous/Next

    S

    Add Component

    Allows you to add a component.

    /

    T

    Add Dashboard

    Allows you to add a dashboard.

    /

    U

    View All Tabs

    Allows you to view all components/dashboards in the subject, including hidden components.

    Viewing All Components/Dashboards

    Other

    Adjust Tab Orders

    Allows you to adjust the orders of components and dashboards on the bottom bar.

    Adjusting Tab Orders

    Hiding All Components

    After all components are hidden, only the dashboard tab remains at the bottom, as shown in the following figure.

    图3.gif

    Previous/Next

    If many components/dashboards exist, you can click this key to view the previous/next component/dashboard on the current page, as shown in the following figure.

    图4.gif

    Viewing All Components/Dashboards

    Click  to view all components and dashboards in this subject. Click  to hide or unhide components, as shown in the following figure.

    图5.png

    Adjusting Tab Orders

    • Method 1: Drag a tab directly on the bottom bar, as shown in the following figure.

    图6.gif

    • Method 2: Click the xxx button to view all components/dashboards and drag a tab to a new position, as shown in the following figure.

    图7.gif

    附件列表


    主题: Creating a Dashboard
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