Overview of dashboard

1.1 Version

1.2 Scene description

A dashboard is a panel where visual components are placed. A well-designed dashboard can not only coordinate organizational work, help find the key to problems, but also let others understand what you want to express at a glance, or diversify thinking and expand on your basis. analysis. As shown below:

1.3 Feature introduction

Any component can be added to the dashboard. Multiple components are placed on the dashboard and beautify the layout to form a complete data analysis dashboard. In the dashboard preview interface, you can display the results of the data analysis of each component. By sharing the dashboard, you can provide it to others for viewing. After others save as, you can edit the dashboard for the second time without affecting the original dashboard. Not only that, you can also export dashboard content and more.

1.4 Interfaces introduction

• Dashboard management interface

Click the "Dashboard" on the left to enter the dashboard management interface. As shown below:

For the introduction of other functional requirements of the dashboard, please refer to the index in the last section of this article.

• Create in the dashboard interface

Log into the FineBI decision-making system "Dashboard"> "New Dashboard", select the location of the new dashboard, name the dashboard, and click "OK" to save. As shown below:

Note: The dashboard name cannot exceed 50 characters, otherwise the creation will fail.

Click OK to create the dashboard successfully, enter the dashboard editing interface, and add visualization components for data analysis.

A series of operations can be performed on the newly created dashboard, including: Preview, Move to, Share, Request to hang out, Create public link, Rename, and Delete.

• Create in the data preparation interface

Click "Data Preparation", find the table that needs to create a new dashboard, and click "Create Component". As shown below:

Then entering the component editing interface after creating the dashboard.

When there are many dashboards created in the system, it will be more inconvenient to manage. At this time, you can use the folder function to create different folders to save different types of dashboards. For example, the "Industry application" folder stores data analysis dashboards related to different industries.

In the "Dashboard" node, click "New Folder" and enter the folder name to create a folder. As shown below:

Note: The folder supports moving to, sharing, renaming, and deleting, and the operation method is the same as that of the dashboard.

When there are many dashboards in the directory, you can enter the keyword of the dashboard name in the search area, and the dashboard containing the keyword will be automatically matched, and the storage path of the dashboard will be displayed, as shown in the following figure:

Perform unified viewing and management of dashboards that have created hyperlinks and shared dashboards. As shown below:

At the same time, it supports the display of the dashboard storage hierarchy to help users quickly find the folder where the dashboard is located, as shown in the following figure:

The dashboard can also choose "list display" or "icon display", the default is "list display", after selecting the icon display, the effect is as shown in the figure below:

The multiple dashboards and folders displayed in the directory can be sorted by clicking on the upper right corner: "Sort by Time" or "Sort A-Z".

The default is to sort by time, click to switch the sorting method, as shown in the figure below:

Hover on the target dashboard and click "Preview" to directly enter the dashboard preview interface. As shown below:

For dashboards/folders that have been created, you can move them to other directories.

9.1 Single move to

Click the "Move to" icon of the corresponding dashboard, as shown in the figure below:

Choose to move to "Theme scene" and click "OK" to move successfully. As shown below:

9.2 Batch move to

Move multiple dashboards or folders to the specified folder. Then click the check box in front of the list, and click "Move to" to set. As shown below:

The created dashboards/folders can be renamed. Click "Rename" and enter a new name. As shown below:

Note: Enter up to 50 characters for the name of the dashboard. If a prompt appears and the change is exceeded, the change will not take effect.

The created dashboards/folders support single delete and batch delete.

11.1 Single delete

Hover the mouse on the dashboard/folder and click the delete button to delete a single dashboard/folder, as shown in the figure below:

11.2 Batch delete

Check the check box in front of the dashboards/folders and select the "Delete" button above to delete in batches, as shown in the following figure:

Precautions:

Dashboards that are being edited, hung out, and folders containing these two types of dashboards do not support deletion.

When multiple-select delete dashboards, delete other dashboards except for the dashboards that have been suspended and are being edited. If the selected content includes a folder, only the dashboards that are not being edited and that have been suspended in the folder will be deleted.

Here are some dashboard optimizations and other functions.