Viewer Operation Guide

Version

Application Scenario

This document describes the FineBI dashboard viewing functions to view users.

Function Description

FineBI provides a series of functions for business users, including favorite, sharing, full screen, self-adaptation, and component interaction, facilitating the business users to view and utilize dashboards.

Favorite Dashboard

You may want to set a mark for the template that is frequently viewed in the directory. In this case, the FineBI system enables you to quickly view by setting or canceling a favorite to the dashboard in the directory.

Log in to the FineBI system, go to a specific directory, hover the mouse over the title tab of the directory, and you can set or cancel a favorite to the dashboard.

Click the  icon to view the favorite dashboard. Hover the mouse over one dashboard title, and you can also cancel the favorite by clicking the  icon.

Shared Dashboard

Log in to the FineBI system, click the  icon to view the dashboards that other users share with you.

The shared dashboards are stored and classified according to their sharers. You can also hover the mouse over one dashboard title and click the deletion icon to remove the dashboard.

Dashboard Refresh

Log in to the FineBI system, go to a specific directory, hover the mouse over the title tab of the directory, and you can refresh the current dashboard to obtain its latest status.

Dashboard Adaptation

When other users view the completed dashboard you shared, problems such as dashboard distortion and an incomplete dashboard display may occur due to different screen resolutions and aspect ratios, screen size switching, and browser zooming. In this case, you can adjust the display status of the dashboard by setting Adaptation.

Data Explanation

Data Explanation can help you identify key influencing factors, and you can adjust sales strategies for each region based on these factors.

Data Alert

Data Alert (available after you install the Data Alert plugin) is tailor-made to meet your requirements. It allows you to create data monitoring alerts when you view templates. In this case, the system sends notifications automatically if abnormalities are detected.

Restoring

Select a component and click the  icon to restore the component view to its original status.

Zooming in

Select a component, click the  icon, and click Zoom in from the drop-down list to enlarge the component. You can also click the icon to restore the component to its original size.

Viewing Filter Criteria

1. Select a component, click the icon, and click View Filter Criteria from the drop-down list, as shown in the following figure.

2. Filter conditions occur in the component box. Click Close Filter Criteria to return to the chart.

Viewing the Detail

1. When viewing a chart, if you want to check the detailed data used in the chart, you can select the chart component, click the  icon, and click View Detail from the drop-down list, as shown in the following figure.

2. The box for viewing the detailed data will be displayed on the page, as shown in the following figure.

Clearing the Linkage

There are two ways to clear the component linkage when you view the dashboard. One is to click the Clear Linkage Item icon to clear the linkage of related components. The other is to click the Clear All Linkages button to clear all linkages of components in the dashboard.

1. Clearing the Linkage Item

Components in some dashboards exist linkages, such as the components in User Portrait. Click Male in the pie chart of the Gender distribution component, and other components automatically display the data charts related to Male. If you want to restore the dashboard to its original status, you can click the  icon to clear all linkages related to the Gender distribution component.

2. Clearing All Linkages

If linkages are generated in the dashboard, the Clear All Linkages button will appear in the upper-left corner of the dashboard preview page. Clicking this button will clear all linkages in the dashboard and return the dashboard to its original status.

Exporting the Component

For details, see Exporting Components to Excel.

Dashboard Interaction

FineBI provides users with interactive functions (OLAP functions): data drilling, jumping, linkage, and filter component use. Click the component to trigger the functional button. For details, see Interaction Overview.

Viewing the Component Information

Select a component and click the Component Information icon to view information like the last updated time, the data source, the component name, the data location, and the remarks.

Table Ranking

You can click the  icon next to the table field to select Ascend, Descend, and Remain Current Ranking from the drop-down list. For example, if you select Ascend from the drop-down list of the sales field, the data under that field will be displayed in ascending order.

Table Filtering

View users can filter the data in the table component.

1. Click the  icon next to the component field and select Filter from the drop-down list, as shown in the following figure.

2. Add a filter condition. For example, set a filter condition for the sales field, with the condition that the amount is between 60,000 and 300,000, to obtain the filtered result.

3. The following figure shows the filter result.

Field Checking

1. Click the  icon, click the Dimension tab, and tick the dimension you want to view in the group table.

2. Click the  icon, click the Indicator tab, and tick the indication you want to view in the group table.

3. View the effect. The group table with the dimension product name and the indicator profit is shown as follows.

The filterable fields for each type of table are shown as follows.

Table Expansion

1. Click the  icon to expand the data of the subordinate dimension table.

2. Similarly, click the  icon to hide the data of the subordinate dimension table.

Adjusting Width

1. Click Column Width to adjust the width of the table's columns.

2. Manually adjust the column width in the header.

Viewing Partial Data

Column, area, line charts, and scatter plots are supported to be box-selected a portion of the data to view details.

Filtering the Legend

You can select the legend to display the selected content.

Slide the slider to filter the data range.

Adjusting the Horizontal and Vertical Axes

Drag the line to adjust the horizontal and vertical axis positions.

Viewing the Prompt

Hover the mouse over the chart component to view the data prompt.

Map Interaction

Scroll the mouse, or click + or - to adjust the map size. Enable/disable mouse wheel zoom.

Drag the mouse to adjust the map position. Click Reset zoom and center to automatically restore the original size.

Expanding/Collapsing the Directory Bar

Hover the mouse over the left directory bar to reveal the expand/collapse button. Click the button to expand/collapse the directory bar.

Full Screen

Click the  icon in the upper right corner of the page, and select Full Screen from the drop-down list.

Closing All Open Dashboards

Select Close All to close all open dashboards.

Closing Other Tabs

Select Close Other Tabs from the drop-down list. Close all open dashboards except the one currently being previewed.

Exporting the dashboard

For details, see Dashboard Export.