Dashboard Overview

  • Last update:  2024-07-23
  • Dashboard Introduction

    A dashboard is a panel composed of combined components. A well-designed dashboard has a variety of benefits. It can coordinate organizational work and help identify key issues, make the content you want to express clearer and more readable and expand analysis based on your ideas.

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    This document introduces how to design a dashboard and share or export a created dashboard.

    Index

    After you create the visual component, you can learn how to design a dashboard and share or export a created dashboard by following the procedure below in this document.

    Serial Number

    Description

    Document

    1

    Managing dashboards, including how to create, delete, rename, and group dashboards

    Dashboard Management

    2

    Adding visual components to dashboards and performing interactive function settings

    Adding Components to 

    Dashboards

    Interaction Overview

    3

    Optimizing the dashboard display effects, including dashboard beautification, layout 

    adjustment, and dashboard filtering

    Dashboard Design

    4

    Setting the dashboard display effects on mobile terminals

    iconNote:
    The layout adjustment through the function only affects the dashboard on mobile terminals.

    Mobile Layout

    5

    Viewing the final display effects of the dashboards of all data after you create and 

    optimize dashboards

    Dashboard Preview

    6

    Exporting dashboards, saving data and charts, and performing other processing or 

    reporting

    Dashboard Export

    7

    Copying dashboards to the current analysis subject

    Dashboard Copying

    8

    Sharing dashboards

    Dashboard Sharing 

    Overview

    More:

    9

    Following dashboard creation procedures and learning examples

    Quick Tutorial

    10

    Referencing dashboard FAQs, such as Differences Between Dashboard Editing and Dashboard Preview, Dashboard Deformation, and Dashboard Errors.


    Dashboard FAQ

    Q: What should I do if the dashboard creator leaves the company?

    A: Staff leaving does not affect dashboards. However, if you want to modify those dashboards, you can use Resource Handover.


    Q: For the same parameterized SQL dataset, the query takes only 20 seconds when the component in the dashboard is a detail table, but it takes 1 minute and 20 seconds when it is a chart. Is there room for optimization between the two?

    A: The detail table is the chart type with the least calculation time, so you can display it directly. If parameter passing occurs in the chart scenario (usually in the direct connection scenario), the time may be longer due to the front-end rendering.


    Q: Why there are no Dashboard tab nodes after I open FineBI?

    A: You can contact admins to confirm whether your current user account is set as BI Viewer, if so, ask the admins to change to BI Designer.


    Q: How to save analysis subjects of other user accounts?

    A: When other users collaborate on analysis subjects with you, you can save them as your analysis subjects during subject viewing.

    Attachment List


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