FineBI Interface Introduction

  • Last update:  2023-03-27
  • Overview

    Version

    FineBI Version

    Functional Change

    6.0

    /

    Functions

    FineBI is a pure B/S architecture product, which adds server to the browser. After installing the server, you only need a web browser to start using the product.

    After going to the FineBI main interface, you can see four categories on the left side: Directory, My Analysis, Public Data, Manage, with Message and Account Setting in the upper right corner.

    1.png

    Directory

    The Directory interface is mainly divided into the directory area and the preview area.

    2.png

    The icons on the right side of Directory are shown below:

     3.png

    Directory button: Click it to view dashboards that have been in Directory.

     4.png

    Favorite button: Click it to view dashboards that were previously saved in Favorite.

     5.png

    Share with Me button: Click it to view the dashboards that others have shared to you.

         6.png

    Search button: Click it to search for content using keywords.

          7.png

    Click it to hide the directory bar.

    8.png

    Click it to return to the main directory interface.

    9.png

    Click it to show three buttons: 

    • Full Screen: displays the dashboard in full screen.

    • Close All: closes all open dashboards. 

    • Close Other Tabs: closes all dashboards except the current one.

    My Analysis

    My Analysis is used for front-end analysis, which can be used by salespeople to create subjects and perform data analysis as well as visual analysis.

    For details, see Analysis Subject Overview.

    10.png

    Public Data

    It is the place stores public data. Admins can add or publish highly reusable tables to the dataset in Public Data.

    For details, see Public Data Overview.

    11.png

    Manage

    Manage is the place where admins manage the data decision-making system, supporting management configuration of directory, users, appearance, permissions, etc.

    For details, see Manage.

    12.png

    Recycle Bin

    Admins can clear memory or retrieve deleted data in Recycle bin.

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    Message

    Message will prompt you of system notifications.

    For details, see My Message.

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    Account Setting

    1. You can reset the password in Account Setting or Exit the current account.

    15.png

    2. Click Account Setting, the system will pop up the account settings page where you can modify your NamePassword, and bind your Mobile and Mailbox.

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