Overview
Version
FineBI Version | Functional Change |
---|---|
6.0 | / |
6.0.3 |
|
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.
You can manage dashboards by following the settings shown in the following figure.
Number | Function Description | Function Description | Document Link |
---|---|---|---|
A | Rename | Allows you to rename dashboards. | / |
B | Copy | Allows you to copy this dashboard in the current subject. | |
C | Apply for Publication | Allows you to publish this dashboard to the FineBI directory for review by the administrator and viewing by others. | |
D | Share to Directory | Allows you to share this dashboard with others to view (requiring no administrator approval). | |
E | Public Link | Allows you to share this dashboard with users (who do not have a FineBI account) to view. | |
F | Hide All Components | Allows you to hide the components to view only dashboards when too many components exist in a subject. | |
G | Delete | Allows you to delete this dashboard. | / |
H | Dashboard Style | Allows you to set the dashboard style for more appealing appearance. | |
I | Adaptation | Allows you to adjust the dashboard display status. | |
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. | |
L | Export | Allows you to export a dashboard as Excel/PDF. | |
M | Preview | Allows you to preview the completed dashboard. | |
N | More | Allows you to enable the default linkage. Allows you to set the mobile layout. | |
O | Component | Allows you to add existing components to the dashboard in this subject. | |
P | Filter Component | Allows you to add filter components. | |
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. | |
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. | |
Other | Adjust Tab Orders | Allows you to adjust the orders of components and dashboards on the bottom bar. |
Hiding All Components
After all components are hidden, only the dashboard tab remains at the bottom, as shown in the following figure.
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.
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.
Adjusting Tab Orders
Method 1: Drag a tab directly on the bottom bar, as shown in the following figure.
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.