Mobile Data Portal Usage Example

This document is applicable to users who have installed the Data Portal plugin to learn plugin functions.

Version

Functions

This document briefly introduces how to create a mobile data portal dashboard and publish it to directories in the FineBI system for other users to view.

Example Scenario:

A group company hopes that sales department managers in each branch office can perform the following operations on mobile terminals:

1. Quickly access common dashboards and go to commonly used sales data boards.

2. View the sales situation and progress of the company in real time.

3. Receive important announcements issued by the headquarter in a timely manner.

To this end, you can create a mobile data portal dashboard, including Bulletin Board, Quick Entry, and the Data Dashboard component, as shown in the following figure.

Installing a Plugin

You can obtain the plugin at https://community.finereport.com/plugin/?id=81.

For details, see Plugin Management.

Preparing a Dashboard

This document takes Sales Director Real-time Dashboard under Business Theme > Sales Management as an example to demonstrate how to create a mobile data portal.

You can also prepare a dashboard by yourself.

Creating a Role

You need to create the role Sales Manager in the FineBI system and configure corresponding personnel for the role, because the data portal dashboard is eventually given to sales managers of each branch office.

Log in to the FineBI system as the admin, choose System Management > User Management > Role, add the role Sales Manager, and add eoco into the user list.

Creating a Directory

Choose System Management > Directory Management.

Click Add Directory to create the directory Sales Manager and set Terminals to Mobile for mounting templates required by the Data Dashboard component and the Quick Entry component.

Mount relevant dashboards under the directory Sales Manager.

Log in to the FineBI system as the admin, choose System Management > Data Portal > Portal Management, fill in the server address, and click Save, as shown in the following figure.

• The address (in http://Domain name:Port number/decision or https://Domain name:Port number/decision format) needs to be accessible from the external network.

Log in to the FineBI system as the admin and choose System Management > Data Portal > Portal Management.

Click Add Portal, set Portal Name to Sales Manager-Homepage, Terminal to Mobile, and Portal Demo to Unified Data Portal, and click OK.

An empty data portal (with a search box) is created successfully and opened automatically in a new window. You can refer to the following steps to edit the data portal content as needed.

Setting a Portal Theme

Click Portal Theme, select Blue Violet, and click Confirm.

Setting Banners

1. The style of the added banner component cannot change as the portal theme switches. You need to manually modify the style to Blue Violet.

2. Add a banner component and set relevant links and carousel intervals, as shown in the following figure.

Setting a Quick Entry

Add a relevant directory and link for the Quick Entry component.

Adding a Data Dashboard Component

Click Data Dashboard, select the directory created in section "Creating a Directory", add the directory into the data portal dashboard, and rename the component title as Sales Analysis.

Saving and Previewing

Save and preview the dashboard.

Note:

This document only introduces the way of sharing a data portal through the directory.

Copying a Link

Log in to the FineBI system as the admin, choose System Management > Data Portal > Portal Management, and click the Generate Link icon. /

Setting a Homepage

Log in to the FineBI system as the admin, choose System Management > Directory Management > Manage Homepage, and click Add Homepage.

Set Name to Sales Manager-Mobile Homepage and Homepage Type to Link, and enter the link generated in section "Generating a Link."

Setting Directory Viewing Permissions

Log in to the FineBI system, choose System Management > Permission Management, and assign the viewing permission of the corresponding directory to the Sales Manager under Role.

Directories that need to be configured with permissions include:

1. Directory to which data portals are mounted

2. Directory used for data dashboard components

3. Directory that corresponds to the Quick Entry component

4. Directory from which users hope to receive report dynamics. The setting item Terminal of this directory needs to include Mobile. This section takes Industry Application as an example.

Assigning Component Data Permissions

Log in to the FineBI system as the admin, choose System Management > Permission Management, and assign the Component Data permission of the dataset used by the dashboard in the directory of section "Setting Directory Viewing Permission" to Sales Manager under Role.

Publishing a New Announcement

Log in to the FineBI system as the admin and choose System Management > Data Portal > Component Configuration.

Click Add Announcement, set Target Portal to Sales Manager-Mobile Homepage, enter the announcement content, and click OK.

Demonstration

eoco (username: eoco; password: 123456) logs in to the FineBI system through the DataAnalyst app. The effect is shown in the following figure.