View User's Guide

1. Version

2. Application scenarios

This article is aimed at business personnel and helps business personnel quickly master the viewing functions of FineBI .

3. Function introduction

FineBI provides business personnel with a series of functions such as collection, sharing, full screen, etc., which are convenient for business personnel to view and use dashboards.

1. Collection and refresh

• Favorites Dashboard

Log in to the home page of the system, and you can view the dashboards that the user has permission to view in the directory. The dashboards support one-click favorites and refreshes. As shown below:

• Favorite Shared Dashboards

Shared dashboards also support user favorites. As shown below:

2. View Favorites

Click the icon to view the favorite dashboards, as shown in the following figure:

3. View sharing

Select the icon in the directory interface to view the dashboards shared by other users. As shown below:

1. Recovery

Select a component and click the button to restore the original state of the component view. As shown below:

2. Zoom in

1) Select a component, click drop-down > zoom in, as shown below:

2) The component is enlarged, click to return to the original size. As shown below:

3. View filter conditions

1) Click on the component, select drop-down > view filter conditions , as shown in the following figure:

2) The filter condition appears in the component box, click to close the filter condition to return to the chart. As shown below:

4. View details

1) When viewing the chart, if you want to view the detailed data used by the chart, select the chart component, click the drop-down in the upper right corner > View Details , as shown in the following figure:

2) The page will pop up the view details box, you can view the data details, as shown in the following figure:

5. Clear linkage

When viewing the dashboard, there are two ways to clear the linkage. Use the component clear linkage button to clear the related linkage. Or clear all linkages within the Dashboard by pressing the Clear All linkages button .

1) Component clearing linkage

A linkage is established between the components in some dashboards, such as the "Group CEO Dashboard". To return to the original state of the dashboard, click the button to clear all linkages with the map component. As shown below:

2) Clear all linkages

When a linkage occurs in the dashboard, a button to clear all linkages will appear on the upper left of the dashboard preview interface. Click this button to clear all linkages in the dashboard and return to the initial state of the dashboard. As shown below:

6. Export components

See Component Export Excel

1. Table sorting

Click next to the table field, you can choose ascending order, descending order or no sorting. For example, if you select the "Contract Amount" field in ascending order, you can see that the contract amounts under the "Guangxi Zhuang Autonomous Region" group are arranged in ascending order.

2. Table filtering

View users can filter in the table component.

1) Next to the component field , select Drop-Down > Filter , as shown in the image below:

2 ) Add filter conditions, such as the contract amount is in 10000 and 100000, to get the filtered results;

3) The filtering result is shown in the following figure:

3. Field check

1) Check the data to be viewed in the grouping table, select the icon button to set, and select the data, as shown in the following figure:

The filterable fields of various types of tables are shown in the following table:

4. Table expansion

1) Click to expand the sub-dimension table data. As shown below:

2) Also click to hide the subordinate dimension, as shown in the following figure:

1. Unpin

1) Click to hide the directory bar on the left. As shown below:

2) Click " , the directory bar will appear. As shown below:

2. Full screen display

Click on the upper right corner of the interface and select Full Screen . As shown below:

3. Close all

Select Close All to close all open dashboards. As shown below:

4. Close other tabs

Choose to close other tabs . Close all open dashboards except the one being previewed. As shown below:

5. Exporting Dashboards

See Dashboard Export .