Learning Path of Visual Component Creation

1

Creating 

charts/

tables

Setting fields in the to-be-analyzed area

Converting Indicator Fields into Dimension 

Fields

Converting Dimension Fields into Indicator 

Fields

Copying the Fields to Be Analyzed

Selecting chart types

Chart Type Introduction

Table Type Introduction

Setting summary modes

Table Summary Mode

Chart Summary Mode

Sorting component data

Sorting Overview

Filtering existing data

Filter Introduction

2

Analyzing   data

Recalculate existing data by adding new fields 

and calculating proportions

Calculation Field Adding

Quick Calculation - Percentage

Quick Calculation - Ranking

Quick Calculation - YoY/MoM Growth

3

Setting   component styles

Setting components styles

For example, modifying the chart 

legend, background, and axis

Table Component Style Overview

Chart Component Style

Setting the properties of tables and charts

For example, setting the color, size, and label 

for a graph.

Table Property

Graphic Property

4

Adding   other components

Adding text, images, and hyperlinks to analysis 

for higher completeness

Tab Component

Text Component    

Image Component

Web Component

5

Adding   component interaction functions

Drilling data

Drilling

Opening/jumping to other pages from the current

dashboard/component

Jump

Clicking certain data to filter data of other 

components (component linkage)

Linkage

Canceling/removing the linkage effect in the 

dashboard

Changing the to-be-filtered values flexibly during 

dashboard viewing

Filtering multiple components at the same time

Filter Component Overview

6

Viewing   components

Zooming in to view the components on the 

dashboard page

Component Zooming in

View the filtering conditions generated by the 

components on the dashboard page

Viewing Filter Criteria

Viewing the detailed data table used to create 

the chart components on the dashboard page

Two Ways for Viewing Data Behind a Chart

Switching the dimension fields displayed in the 

component

Dynamic Switching of Fields in a Table

Dynamic Switching of Fields in a Chart

7

SQL dataset parameter 

related 

(optional)

Real-time data related, column switching through widgets

[Direct-Connected] Using Dynamic Columns 

of the Table Component

Real-time data related, URL parameter passing, 

and data display by filtering

[Direct-Connected] Passing Parameters 

Through the Jumping Function

Parameter applications

[Direct-Connected] Transferring Parameters 

by Directly Adding Parameter Conditions at 

the end of the Dashboard URL