Overview
Version
| Version | Application Scenario |
|---|---|
| 6.0 | - |
Application Scenario
FineBI allows you to jump from the current dashboard to other pages (such as web pages, other dashboards, and FineReport templates) to view specific content. It also allows parameters to be transferred during the jump to automatically filter the data in the target dashboard.
You can use this function to view more details of a component in a summary dashboard, making one analysis report contain more information.
Implementation Method
The following describes how to jump to other dashboards.
Case one: Click a component to jump to the corresponding dashboard.
Case two: Click a field to jump to the corresponding dashboard. Data in the target dashboard will be filtered to display details specified by the field.
You can download the sample data: Office Supply Data.xlsx
Creating a Sample Dashboard
Creating a Main Dashboard
The following figure shows the effect of the dashboard to be created:
Use the sample dataset Office Supply Data to add components, as shown in the following table:
| Component | Help Document | Component Creation Procedure |
|---|---|---|
Sales Bar Chart by Province | 1. Set Chart Type to Column Chart, drag the corresponding fields, and switch horizontal and vertical axes to each other to change the column chart to a bar chart. 2. Select Province from the drop-down list of the vertical axis and choose Descend > Sales(Sum). 3. (Optional) Hide legends under Component Style > Legend.
| |
Sales Map by Province | 1. Set Chart Type to Area Map. 2. Choose Geographic Role > Province/City/Autonomous Region from the drop-down list of the Province field. 3. Drag Province (Longitude) and Province (Latitude) into the analysis area and Sales into the Color bar. 4. (Optional) Hide legends under Component Style > Legend, as shown in the following figure.
|
Create a dashboard, drag the created components into the dashboard, and adjust their size and position.
Creating a Target Dashboard
You want to jump to a more detailed sales analysis dashboard when clicking a component in the main dashboard, as shown in the following figure.
Use the sample dataset Office Supply Data to try to make a target sales analysis dashboard as follows:
| Component | Help Document | Component Creation Procedure |
|---|---|---|
Sales — KPI Card | 1. Set Chart Type to KPI Card and drag the Sales field into the Text bar. 2. Choose Sales > Value Format, select Number, and set Decimal Place to 0 and Quantity Unit to Thousand, as shown in the following figure.
| |
Profit — KPI Card | Drag the Profit field and make a KPI card using the above steps. | |
Sales Word Cloud by Province | Set Chart Type to Word Cloud, and drag Sales into the Size bar and Province into the Text and Color bars, as shown in the following figure. (Optional) To beautify the component, deselect Display All Legends under Component Style > Legend. | |
Sales Analysis Table by Product | Set Chart Type to Group Table and drag the corresponding fields, as shown in the following figure. | |
Sales and Profit Line Chart by Date (Year-Month) | 1. Set Chart Type to Multi-Series Line Chart and drag the corresponding fields, as shown in the following figure. 2. Select Year-Month from the drop-down list of Singing Date on Horizontal Axis. (Optional) To beautify the component, deselect Display All Legends under Component Style > Legend. |
Finally, create a dashboard named Target Dashboard, drag all the created components into the dashboard, and adjust the size and position of these component.
Page Jump (Transferring No Value)
Effect Display
Click the bar chart component to directly jump to another dashboard, as shown in the following figure.
Procedure
1. Enter the Main Dashboard editing page, click the drop-down icon, and select Set Jump, as shown in the following figure.
2. Determine whether to jump to a template or a web page. Here, select the Target Dashboard created before as the destination dashboard to which you want to jump, as shown in the following figure.
For More Jump Operations, see Jumping to Another Dashboard (Analysis Template).
The final effect is the same as that shown in section "Page Jump (Transferring No Value)."
Page Jump and Specific Content Display (Transferring Values)
Effect Display
Click Shandong in the map to jump to the target dashboard. Data in the target dashboard will be automatically filtered to display Shandong statistics, during which data is transferred by jump.
Procedure
1. Enter the main dashboard, click the map component, click the drop-down icon, and select Set Jump, as shown in the following figure.
2. Select the Target Dashboard created before as the dashboard to which you want to jump. Select Custom and set Source Field and Target Field for transferring parameters, as shown in the following figure. (The Province field is transferred here.)
The final effect is the same as that shown in section "Page Jump and Specific Content Display (Transferring Values)."
Congratulations! You have completed the data jump learning module!
Other Jump Scenarios
This document introduces how you directly jump from a component to a dashboard. FineBI also supports the following jump scenarios:
Click different fields in a component to jump to different web links. For details, see Jumping to a Web Link.
Click a component to jump to a FineReport template, during which the values are transferred to the parameters in the target template. For details, see Jumping to a FineReport Template.
