If you have installed the Data Portal plugin, you can learn the functions of the data portal from this document.
Functional Change
6.0.2
V 1.0
/
6.0.3
V1.1
V1.6
Added built-in portal demos.
6.0.9
V1.9
Supported mobile data portals.
This document briefly introduces how to create a data portal dashboard and publish it to the directory in the FineBI system for other users to view.
Typically, you can follow the five steps to create and use data portals, as shown in the following figure.
A group company hopes that sales directors of each branch offices can perform the following operations after login:
1. Quickly accessing common dashboards and going to commonly used sales data dashboards.
2. Viewing the sales condition and progress of the company in real time.
3. Receiving important announcements issued by the headquarter in time.
To this end, you can create a dashboard, including Bulletin Board, Quick Entry, My Favorites, and Sales Analysis components, through the data portal.
The following figure shows the visual design.
You can obtain the plugin at https://community.finereport.com/plugin/?id=81.
For details, see Plugin Management.
This document takes Sales Director Real-time Dashboard under Business Application > Sales as an example to demonstrate how to create a data portal on the PC.
You can also prepare a dashboard by yourself.
Since the data portal dashboard is intended for sales directors of each branch office, you need to create the role Sales Director in the FineBI system and configure corresponding personnel for the role.
Log in to the FineBI system as the admin, choose System Management > User Management > Role, add the role Sales Director, and add eoco to the user list.
1. Choose System Management > Directory Management.
Click Add Directory, name the directory Sales Director, and set Terminal to PC. The directory is used for mounting templates required by Data Dashboard and Quick Entry components, as shown in the following figure.
2. Mount relevant dashboards to the directory Sales Director.
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 Directory -- Homepage, Terminal to Desktop, and Portal Demo to Unified Data Portal, and click OK, as shown in the following figure.
After the data portal is created successfully, it is opened automatically in a new tab. You can refer to the following steps to edit the content of the data portal as needed.
Modify the layout of the unified portal, delete the existing text and system O&M components, as shown in the following figure.
Click Other, select Image Component, and drag it to the data portal dashboard to use as the title.
Click Upload Image, select the prepared title image from the local device, and set Fill Method to Proportion Adaptation. (Download Title.zip and unzip it to obtain the prepared title image.)
Set Weblink to https://www.fanruan.com/en.
Click Data Dashboard, and find the dashboard in the directory mentioned in section "Preparing a Dashboard."
Select the component needed, add it to the data portal dashboard, and rename the component title, as shown in the following figure.
Add a directory or hyperlink as needed for the Quick Entry component.
1. Setting the Page Background
You can set the page background after deselecting all components.
Set Background to Image, click the icon to upload the prepared image. (Download Background.zip and unzip it to obtain the prepared image.)
2. Setting the Component Background
After selecting a component, you can set the component style.
Set Title Text to Helvetica Neue and 14px, Component Background to #FFFFFF, and Round Corner to 10px.
Save and preview the dashboard.
Log in to the FineBI system as the admin, choose System Management > Data Portal > Portal Management, and enable Customization Support.
After you enable the function, a prompt pops up, saying "After this function is enabled, users can customize portal content. Sure to enable this function?". Click OK. In this case, the users who can view the dashboard can customize it.
Log in to the FineBI system as the admin, choose System Management > Data Portal > Portal Management, and click the icon to generate a link, as shown in the following figure.
Log in to the FineBI system as the admin, choose System Management > Directory Management > Homepage Management, and click Add Homepage.
Set Name to Sales Director -- Homepage and Homepage Type to Link, and enter the link obtained in section "Copying the Link."
Log in to the FineBI system, choose System Management > Permission Management, and assign the role Sales Director the permissions to view corresponding directories, as shown in the following figure.
You need to configure the permissions on the following directories:
1. Directory to which the data portal dashboard is mounted
2. Directory/Directories used by the Data Dashboard components
3. Directory/Directories set in the Quick Entry component
4. Directory/Directories from which users hope to receive report dynamics. (PC must be selected in Terminal of the directory/directories.) This section takes Industry Application as an example.
Log in to the FineBI system as the admin, choose System Management > Permission Management, and assign the role Sales Director the Component Data permissions on directories (whose data is used by the dashboards) in section "Setting the Directory Viewing Permission", as shown in the following figure.
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 Director -- Homepage, enter the announcement content, and click OK, as shown in the following figure.
Log in to the FineBI system as the user eoco (user name: eoco, password: 1) to view the effect. The following figure shows the effect.
Since Customization Support is enabled, eoco can customize the dashboard content as needed, as shown in the following figure.
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