Create the first component

Version 1.1

1.2 Description

The chart and table components are the main components of the visual dashboard. This article introduces you to the production process of the FineBI visual chart and table components to help you get started quickly.

1.3 Introduction to the component editing interface

In FineBI, charts or tables can be created by dragging "indicator fields" and "dimension fields" into the analysis area.

The following introduces the functions of each area of the component editing interface:

2.1 Create a new dashboard

1) Use the BI design user  account to log in to FineBI, select "Dashboard > New Dashboard", create a new dashboard for data analysis, and name the dashboard test , as shown in the following figure:

2) After clicking "OK", you can enter the editing interface of the new dashboard, as shown in the following figure:

2.2 Add components

1) You can add components in the dashboard editing interface, there are three ways:

• Click the "Component +" button on the left side of the page. As shown below:

• Click the Add Component button in the middle of the page.

• Click the "component +" in the component column on the left and drag it to the edit page to add the component to the specified position, as shown in the following figure:

2) After adding components, select the data table to be analyzed. Under the corresponding business package, select the data table for data analysis, and click OK. As shown below:

2.3 Make a table

In the component setting interface, users need to drag the fields into the analysis area, then select the chart they want to make.

For example: select "Multi-Series Column Chart", drag the fields "Region" and "Saleable Area" of the area to be analyzed into the analysis area, as shown in the following figure:

Note: When selecting the fields in the area to be analyzed, hold down the ctrl/command or shift key to select multiple fields at the same time and drag them into the analysis area together.

2.4 Component style settings

Set the graphics properties and component styles, and beautify the components, as shown in the following figure:

See the documentation for details: Chart Properties  and  Chart Component Styles

If you need to perform calculations or add interactive functions, please refer to: Add calculation indicator , Overview of interactive functions

2.5 Effect View

The completed components are as shown in the following figure:

Enter the component setting interface, sometimes, the user has adjusted the field order when making the data table, and hopes to use the field order that has been prepared in the data table to display, which is convenient for subsequent data display.

The display order of fields can be set in the area to be analyzed. By default, it is displayed according to the field type, that is, it is displayed in the order of " Field Group ", "Date", "Text", "Numeric" and "Calculation Field", as shown in the following figure:

If the user needs to arrange the fields in the source data table of the components made in BI, they can switch to "No sorting", as shown in the following figure: