Publishing a Dashboard

Version

Application Scenario

If you hope other users in FineBI can view the dashboards (such as the annual large screen target dashboards) you have created in directories for which the users have permissions, you can use the Apply for Publication function.

The published dashboard is shown in the following figure.

Function Description

• After users apply for publication, the admin can approve the application and publish the dashboard to the corresponding directory. Users who have the viewing permission of the corresponding directory can directly view the dashboard.

• Users can select a specific location for publication. A dashboard can be published to multiple directory nodes. Dashboards that meet conditions can be directly published without applications. Admins can enter application remarks and rejection reasons during approval.

• If you want to set jumping for published dashboard A, you need to set permissions for both dashboard A and dashboard B (the dashboard to jump), so that other users have permissions to view dashboard B when they use the jumping function.

• Dashboards need to be approved by admins before publication except for the following situations:

Admins have assigned the edit permission of the corresponding path in the directory to users. For example, admins have assigned the edit permission of the platform directory, to which users need to publish a dashboard, as shown in the following figure.

At the same time, admins have assigned the use permission of Directory Management to users, as shown in the following figure.

Applying for Publication as the User

1. Select an analysis subject corresponding to the dashboard (to be published) under My Analysis as user Anna and click Apply for Publication, as shown in the following figure.

Alternatively, click Edit in the upper right corner to go to the dashboard edit page, which shows two entries for publication, as shown in the following figure.

2. Set Name, Directory, Platform, and Remarks and click OK, as shown in the following figure. Users can submit an application to publish the dashboard to the directory for which they have the viewing permission.

Note:

1. At most 100 words can be entered in Remarks.

2. At most 200 words can be entered for the dashboard's publication name.

To publish a dashboard to different directories, click Add Path, as shown in the following figure.

3. After Anna applies for publication, a prompt displaying "You have applied for publishing successfully. Wait for approval." pops up, as shown in the following figure.

Note:

1. If you have the permission of Directory Management in the system and the edit permission of the corresponding publication path, you can directly publish the dashboard successfully, without the application message and the admin's approval. At the same time, the published content is recorded in Publication Management. Similarly, you can directly click Unpublish to cancel the publication, without the admin's approval.

2. If you apply for publishing a dashboard to multiple paths (including some for which you have permissions and some for which you do not have permissions), the dashboard will be successfully published to the paths for which you have permissions. For the paths you do not have permissions, the admin needs to approve applications before publication. The application message will be sent to the corresponding users who have the publication management and personnel management permissions. The application content only includes the paths for which you do not have permissions.

3. If Message Alert is enabled, users (who have the publication management and directory edit permissions) will receive notifications about applications for template publication.

Approving Publication as the Admin

1. If Anna does not have the permission of Directory Management in the system or the edit permission of the corresponding publication path, the admin needs to approve the application.

Choose System Management > Publication Management as the admin to view the dashboard (applying for publication) and its number, as shown in the following figure.

2. Click Preview to view the dashboard, as shown in the following figure.

3. Click Process to deal with the dashboard. Modify Name, Directory, Platform, and Remarks and set Application Suggestions and Publication Description, as shown in the following figure.

Note:

1. When the admin approves the application, the publication path (for the dashboard to be published) is the same as the one set by the applicant by default. The admin can modify the path. If the applicant does not specify a publication path, the path will be empty.

2. If the admin rejects the application, the application status of the dashboard will change to Apply for Publication. The applicant will receive a message about the rejection.

3. At most 100 words can be entered in Publication Description.

Viewing the Published Dashboard

Viewing the Published Dashboard as the Admin

Click the directory (to which the dashboard is published) to view the dashboard, as shown in the following figure.

Viewing the Published Dashboard as the User

1. Assigning Permissions as the Admin

After publishing the dashboard, the admin needs to assign the directory (to which the dashboard is published) and data (in the dashboard) permissions to users so that they can view the dashboard.

2. Viewing the Dashboard as the User

After the admin publishes the dashboard and assigns the viewing permission of the dashboard in the directory to users, users who have the permission can log in to their accounts and view the published dashboard in the directory.

Log in to the system as user Lisa, who can view a message indicating that the dashboard has been published, as shown in the following figure.

Canceling Publication

Canceling Publication Before Approval by the Admin

1. If you want to cancel the publication, you can directly click Unpublish before the admin approves the application, as shown in the following figure.

Canceling Publication After Approval by the Admin

If you want to unpublish the dashboard that has been approved and published by the admin, you need to obtain approval from the admin.

1. Click Unpublish as user Lisa. A prompt displaying "You have applied for unpublishing successfully. Wait for approval." pops up.

2. When the admin approves the unpublishing application, the dashboard is no longer displayed on the directory page, as shown in the following figure.