Mobile Data Portal Instruction

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

Version

Functions

Note:

This document only introduces main operations of mobile data portals. For other operations that are the same as those on PC, see Introduction to Data Portal Plugin Installation.

Admins can create, edit, preview, share, rename, copy, and delete mobile data portals on the Portal List page.

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 needs to be accessed by the external network and the address format is http://Domain name:Port number/decision or https://Domain name:Port number/decision.

Click Add Portal on the Portal List page, enter the portal name, set Terminal to Mobile, select a portal demo, and click OK.

• Portal Name: It cannot be empty or the same as the name of other data portals.

• Terminal: includes Desktop and Mobile.

• Portal Demo: includes Unified Data Portal (preset) and Custom (allows you to create an empty data portal with a search box).

By doing the previous steps, you can create a data portal, which is opened automatically in a new window. You can edit, preview, and save the portal.

Various components can be added into the data portal dashboard, as shown in the following table.

Note:

The Banner component and the Data Dashboard component can be added repeatedly, while other components can only be added once.

Search Box

Note:

The search box style is fixed. You cannot delete or modify it.

You can accurately search dashboards with viewing permissions in platform directories through the search box. Click the dashboard name to jump to and view the corresponding page.

In the Data Portal plugin V1.12 and later versions, you can search for quick entries. By clicking the quick entry name, you can jump to and view the corresponding page, and optimize the display effect of the search results, as shown in the following figure. /

1. Search results are displayed separately through three tab pages — All, Quick Entry, and Directory Content.

• All: classifies and displays search results of all resources.

• Quick Entry: displays search results of resources in quick entry components.

• Directory Content: displays search results of resources in Directory Management.

2. After the search box is clicked, the top eight historical records are displayed in chronological order. You can click the history records to quickly search content, without re-entering.

Banner

Adding a Component

Note:

Up to six banner components can be added to a data portal.

1. Add a banner component.

Click Portal Component on the data portal editing page, and click/drag the Banner component to the data portal.

2. Add multiple banner components.

Select the Banner component, click Add banner, edit the banner content in the pop-up box, and click Confirm.

The following table explains the settings of a banner component.

Enabling Carousel

To add two or more banners, you can set the interval time of Enable carousel. The default value is 5 seconds, meaning that a banner is automatically switched to the next every 5 seconds.

Effect on Mobile Terminals

Add two banners with hyperlinks and set the carousel interval to 5 seconds.

Banner carousel can be automatically performed. Click banners to jump to and view the corresponding link content.

Note:

The effects on the DataAnalyst app and HTML 5 are the same. Sliding to switch banners are supported on both ends.

Click the preview icon on the portal list page to preview the data portal on the current page. /

Note:

If the server address is set in advance based on section "Server Address", the generated portal link will automatically concatenate the server address (in the format http://IP:port/webroot/decision/data/portal/XXX/view) after you click Generate Link.

If the server address is not set, the generated link will be a relative address (in the format /webroot/decision/data/portal/XXX/view).

Click the Generate Link icon on the right of the corresponding data portal on the portal list page to copy the preview link.

After the link is generated, admins can share the data portal with other users through the following methods:

• Directly share the link with other users, who can view content within permissions by logging in to their FineBI accounts.

• Mount the data portal to a directory by mounting the link to the directory.

Direct View

Admins can directly share the generated preview link with other users. Users can view content within permissions by logging in to their FineBI accounts.

Viewing Through Directory

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

Set Homepage Type to Link, fill in the generated preview link in Mobile Number, and click OK to mount a data portal.

The admin needs to assign the viewing permission of this directory to common users, otherwise, a prompt pops up, indicating that they have no permission. For details, see Viewing Permission of Directory.

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

The admin needs to assign the component data permission of datasets used in dashboards in directories to roles (like Sales Manager). For details, see Data Permission of Public Data Component.