Introduction to Data Portal Plugin- FineBI Help Document

Last update：August 04, 2023

Overview

Data Portal plugin is a unified data query entrance provided by FanRuan.

You can quickly find reports that you have collected and subscribed, system notifications, and report trends on your portal homepage.

Data Portal plugin can help you improve the efficiency of finding data and reduce the communication cost between managers and users.

Version

FineBI Version	Data Portal Plugin Version	Functional Change
6.0.2	V 1.0	/
6.0.3	V 1.1	/
6.0.3	V 1.6	Added built-in portal demos.
6.0.9	V 1.9	Supports the data portal function on mobile terminals.

Product Positioning

The Data Portal plugin mainly solves the following four types of problems.

Problem	Explanation
Difficult to obtain platform-related notifications	Notifications like messages and emails are needed for templates updates and removal, because it is not effecient to transmit manually. Announcements are scattered, making it inconvenient to search for historical ones.
Time-consuming to find and locate templates	Multiple templates on the platform are scattered in Directory, Favorite, and Share with Me, which makes it time-consuming and laborious to find unfamiliar templates. It is difficult to locate commonly used templates because of too many template levels and covert Favorite entrance.
Decentralized Data Apps	The core metrics are relatively scattered and need to be viewed in different templates of different directories or favorites. In enterprises with multiple business systems, business personnel need to log in to multiple platforms to search for data, which is inefficient.
Difficult to customize development	Using templates as the homepage cannot meet the style and function requirements of the data portal. Developing with codes is difficult and time-consuming, which makes it impossible to quickly build a data portal.

Industry Cases

Bank Workbench Portal

Bank Workbench Portal Demo is a unified portal entry for all bank personnel to improve data access efficiency.

Configuration

Technology personnel can quickly build portals and publish them by simple dragging and dropping designs and adjusting styles, reducing configuration costs and improving communication efficiency.

View

The bank president and presidents in branch banks can go to the portal page, which is divided into a left data dashboard and a right portal component.

1. Left data dashboard:

Display the situation of deposits, loans, and institution rankings with clear core data.

2. Right portal component:

Quick Entry: Collection of commonly used detailed data reports, which is convenient for you to view details of abnormal indicators and further locate problems.

My Favorite: Display favorite contents based on your habits, which helps you quickly locate recently focused reports.

Report Dynamic: Master the update, removal, and change records of reports at the first time.

Bulletin Board: Display the latest news and updates of the industry.

Enterprise Homepage

Set a data portal as the homepage of the decision-making plarform and open it to all platform users. There are components like Bulletin Board, Report Dynamic, Commonly Used Reports, and My Favorite in the data portal.

You can log in to the decision-making system to quickly access the data that matters most in work..

Customized Customer Dashboard

Provide personalized data portals for customers and offer components like Common Data Indicators, Daily Work Entry, Report Dynamic, and Recent Visit.

You can quickly access the reports and data metrics that you are interested in and navigate to all relevant reports and business systems with one click.

Functional Advantages

Customizing Portals

Viewers can adjust the portal contents according to their own using habits.

Displaying the Most Relevant Data Through Quickly Locating

Functions such as My Favorite, Recent Visit, and Quick Entry allow you to quickly locate the most important data reports.

Pushing New Report Dynamics Dynamically

Display dynamic messages for report updates, removal, and changes.

Developing Efficiently and Cost-Efficiently with Simple Drag and Drop

Configure the portal only with simple drag and drop based on various built-in portal components.

Index

Help Document	Introduction
Data Portal Using Examples	Examples for beginners. You can learn how to use the data portal through practice.
Introduction to Data Portal Plugin Installation	Introduction to the installation and usage of the Data Portal plugin.
Data Portal Component	Introduce the types and functions of components that can be added in the data portal when you edit the data portal. There are three types of components: Portal Components, Data Dashboard, and Other.
Data Portal Style	Introduce the styles that the page and components can be set when you edit a data portal.
Data Portal Viewing and Using	Introduce how to mount the data portal to the directory in the decision-making system for other uses to view after you have configured a data portal.
Custom Data Portal	Introduce how to customize a data portal, including adding and deleting data portal components, modifying the Quick Entry component, and adjusting component layouts, according to your using habits and commonly used templates.
Data Portal Management	Introduce how to assign the editing and management permission of a data portal to sub-admins.