Design User Operation Guide

1. Problem description

Design users can create datasets and use the datasets to create and share dashboards. The specific operation users may not be clear.

2. Solutions

This article will introduce the relevant functional knowledge that design users need to master.

1. Apply for an account

Submit the application number and name as the user name for logging in to the FineBI data analysis system, which can be operated according to the actual situation of the user company's application system.

2. Account permission application

Directory permissions: which directories can be viewed in the hanging directory

Data permission: that is, what data needs to be used for analysis (apply according to the actual situation of the user application system)

1. FineBI access interface

For details, see: FineBI interface

Log in to the BI system: http://localhost:37799/webroot/decision The address is modified according to the actual situation.

Enter the account password to enter the decision-making system . The page includes the home page dashboard, directory, navigation bar, and message reminders in the upper right corner. The current account settings are optional, as shown in the following figure:

2. Contents

1) After unfixing the panel in the directory bar , you can click to expand or collapse it. After expansion, the template directory will be displayed. Select the corresponding template and click to view it, as shown in the following figure:

2) Above the expanded directory bar, there are options for Favorites , Shared to Me , Search Templates , and Fixed Directory Bar . As shown below:

3. Home Dashboard

The home page template can also perform full screen, close all , and close other tabs , as shown in the following figure:

Button description:

"Close all": to close all the currently opened directory templates except the home page

"Close other tabs": To close other open templates except the current page display

1. Description of Service Package Classification

The classification of business packages is described according to your actual situation. For details of business packages, see: Business Package Management .

2. Application process for adding new data

Apply for a new data table according to your actual situation. For details of adding a data table, please refer to: Adding a data table .

3. Self-service dataset entry

Self-service datasets refer to certain processing of data in distributed and heterogeneous data sources, such as relational data and other underlying data, and save the processed tables into business packages as the basis for subsequent data analysis. If business personnel also want to process the data to prepare for subsequent analysis, they can do so by creating self-service datasets.

For details, see: Self-Service Dataset Operations

1) My Self-Service Dataset Entry

directly from My Self-Service Dataset under Data Preparation , and the created Self-Service Dataset will be saved directly under My Self-Service Dataset, as shown in the following figure:

2) Entry of business package with administrative authority

For a business package with administrative rights , users can directly select to add a self-service dataset under the add table of the business package , as shown in the following figure:

Note: The self-service datasets created by data processing users and data analysis users in authorized service packages are different. For details, please refer to: Data Analysis User Self-Service Data Set , Data Processing User Self-Service Data Set .

4. Using Excel

For more information, see: Excel Datasets

1) Upload Excel

1) My self-service dataset entry

From the business package under the My Self-Service Dataset group under Data Preparation , select EXCEL Dataset to add directly, as shown in the following figure:

2) Business package entry with administrative authority

For a business package with administrative rights , the user can directly select the Self-service Dataset under the add table of the business package , as shown in the following figure:

Note: In this example, the demo user is a data analysis user. If he is a data processing user, he can create database tables and SQL data sets in the authorized service package.

2) Update Excel

For details, see: Updating Excel

The interface of Data Preparation >  Package > EXCEL dataset provides the operation to Update EXCEL, as shown in the following figure:

Additional upload and re-upload operations are supported , as shown in the following table:

Dashboard is a panel for displaying visual components created for data analysis. Any components can be added to the dashboard, including tables, charts, controls, etc. And a well-designed dashboard can not only coordinate organizational work, help find the key to the problem, but also allow others to understand at a glance what you want to express, or to diverge thinking and expand analysis on your basis. Below we describe how to create a dashboard and perform some administrative actions.

1. New Dashboard

1) Create under Dashboard Tab

Select Dashboard > New Dashboard , choose a location for the new dashboard, and give the dashboard a name. As shown below:

2) Created under a data table with permission to use

Click Data Preparation , select the data table with permission to use, select Create Component at the top right , select the location of the new dashboard, and name the dashboard. As shown below:

2. Sharing Dashboards

FineBI provides several ways to share dashboards, as shown in the table below:

1) Hang out

1) Do a good job in data analysis and complete the dashboard configuration, enter the dashboard node, and select the application to hang out under the dashboard , as shown in the following figure:

2) After the application is hung out on the dashboard, it will prompt the application to hang out successfully, and the icon of the dashboard will show the hanging out sign, as shown in the following figure:

3) The administrator needs to hang the template out. The administrator logs in to the decision-making system , and goes to Manage > Template Managementto view the number and specific templates of the currently pending application. The operations performed on the dashboard of the application include quick listing and viewing of dashboard information. As shown below:

4) Click Quick Hangout to set the node and name of the hangout, as shown in the following figure:

5) Click on the node just hung out in the directory, you can see the dashboard, click to view. As shown below:

6) If the business person does not want to hang out the template that he applied for hanging out before, before the administrator does not operate the hanging out, the salesperson can go to the dashboard node of the dashboard and choose to cancel the application for hanging out . As shown below:

7) If the administrator has posted the template, ordinary business personnel cannot cancel the application to be posted, and the administrator needs to delete the posted dashboard under Manage > Directory :

After the administrator deletes the hanging out, the business personnel do not need to do any more operations, and the dashboard cancels the hanging out, as shown in the following figure:

2) Sharing

For details, see: Dashboard direct sharing

1) Enter the Dashboard node and select Share in the Dashboard operation, as shown in the following figure:

2) Enter the designated user selection interface of the sharing dashboard, support sharing to departments, roles and users, select the designated users to share, such as sharing to technical support , and unlock the share to button after the department. As shown below:

3) The user views the shared dashboard, as shown in the following figure:

3) Public Links

After completing the dashboard, enter the dashboard node of the FineBI data decision system, hover the mouse over the dashboard, and you can see the create public link button, as shown in the following figure:

Note: For versions after 2020-01-15, the administrator needs to configure the dashboard public link sharing permission for the corresponding user under Manage > Permission > Dashboard before creating public links. See : Public Link Permissions for details .

2) Click this button, the link sharing setting box will appear, and the button exists to open or close the public link. If you want anyone to access the dashboard, open the public link button and automatically generate an access link, as shown in the following figure:

3) If you don't want other people to access the previously created public link, you can also go to the place where the public link was created, and click the button to close the public link . The resulting link disappears when the button is closed. And the links previously shared with others will no longer be accessible.

3. Dashboard production

Dashboards are rich in content, see: Designing Dashboards for details