Viewing and Using Data Portal

This document is applicable to users who have installed the Data Portal plugin to learn plugin functions.

Version

Functions

This document introduces how to mount a created data portal to the directory in FineBI for other system users to view.

First, create a data portal dashboard called System Dashboard as the admin.

Data dashboard component in this dashboard uses the templates under the directory Business Application > Sales.

Quick entry component in this dashboard corresponds to the Profit Analysis template under the directory Business Application > Finance.

Second, share this data portal dashboard with the user Alice to view.

Mounting Directories

Log in to FineBI as the admin, choose System Management > Data Portal, and copy the link of the corresponding portal dashboard.

Choose System Management > Directory Management, select a directory as needed, click Add Link, and enter the just copied link in Link Path.

Note:

When entering the link path, you can delete http://IP address:Port number in front of the link path to avoid repeated login caused by different internal and external network addresses.

Assigning the View Permission of Directory

To allow a user to view the complete data portal dashboard, ensure that the user is authorized to view the following directories.

1. Directory that mounts the data portal

2. Directory used for data dashboard components

3. Directory that corresponds to the Quick Entry component

Log in to FineBI as the admin, choose System Management > Permission Management > General Permission Configuration, and assign the View permission of the above three directories to Alice, as shown in the following figure.

Note:

1. If users who have not been assigned the View permission of directories used for a data dashboard component view the data portal, a message "Preview Failure. You currently have no permission to view the component data." is displayed.

2. If users who have not been assigned the View permission of directories used for a quick entry component click the quick entry, a message "You have no permission to access this page." is displayed.

Assigning Component Data Permission

User Alice needs to be assigned the Component Data permission of the diretory dashboards by the admin to view the data in the directory components used for the data dashboard and quick entry components.

Demonstration

Log in to the FineBI system as user Alice (Alice) to view the effect.

First, create three data portal dashboards (Homepage, Operation & Maintenance, and Guide) as the admin.

Second, mount the three data portal dashboards on the homepage and share them with system users to allow them to view as the admin.

Mounting Directories

Log in to FineBI as the admin, choose System Management > Data Portal, and copy the links of the corresponding portal dashboards.

Choose System Management > Directory Management > Homepage Management, add three homepages one by one, enter the just copied link as the link path respectively, and add the multihomepages parameter at the end of the link.

For example: http://localhost:37799/webroot/decision/data/portal/f7f6c250-45e9-4f4c-a4cc-4669ba412bea/view?multihomepages

Note:

1. When entering the link path, you can delete http://IP address:Port number in front of the URL to avoid repeated login caused by different internal and external network addresses.

2. Connect multiple parameters (if any) in the link using &. Connect one parameter (if any) with the entered URL using ?.

Assigning the View Permission of Homepage

Log in to FineBI as the admin, choose System Management > Permission Management > General Permission Configuration, and assign the View permission of the above three homepages to Alice.

Demonstration

Log in to the FineBI system as user Alice. Multiple directories are mounted on the homepage in the form of tabs, which can be viewed and switched.