Data Portal Usage Example

Applicable scenarios: If you have installed the data portal plugin, you can refer to this article to learn the relevant functions.

Version

Functions

This article will briefly introduce how to create a data portal dashboard and publish it to the directory of decision-making platform for other users to view.

The creation and use of the data portal are generally divided into the following five steps:

A group company hopes that when the sales directors of each branch log into the decision-making platform, they can:

1. Quickly have access to general reports, go to commonly used sales data dashboards.

2. View the group's sales situation and progress in real time.

3. Receive important announcements issued by the headquarters in a timely manner.

To meet the above demands, you need to create a data portal dashboard including: Bulletin Board, Quick Entry, My Favorites, and sales report components for each region.

Installing the Plugin

You can obtain the plugin at https://community.finereport.com/plugin/?id=81.

For details about designer plugins installation, see Designer Plugin Management.

For details about server plugins installation, see Server Plugin Management.

Preparing the Template

The Sales Situation by Regions dashboard is needed in the data portal and you need to download it in advance.

Click to download the template: The Sales Situation by Region.frm

Upload the template to the %FR_HOME%\webapps\webroot\WEB-INF\reportlets folder in the report project.

Creating a Role

As the data portal dashboard needs to be ultimately delivered to the sales directors of each branch, it is necessary to create a role Sales director in the Decision-making Platform and configure the corresponding users.

The admin logs into the Decision-making Platform, clicks Manage > User > Role, adds the role Sales director, and adds the user eoco to the role.

Creating a Directory

As the relevant directory templates are required for use in the data portal dashboard, it is necessary to mount these templates in the directory first. For details, see Directory Mounting Template.

Creating a Portal

The admin logs into the Decision-making Platform and clicks Manage > Data portal > Portal management.

Click Add a new portal, set the Portal Name as Sales Director-Homepage, select the Portal Layout as Unified data portals, and click OK.

Setting Image Component

Click Other, select Image Component, and add it to the data portal dashboard as the title.

Click Upload Image, upload the prepared title image (click to download and unzip: Title.zip), and set the Fill Method as Proportion Adaptation.

Set the webpage link as: https://www.fanruan.com/

Setting Data Dashboard

Click Data Dashboard, select the directory corresponding to the template in section "Preparing the Template", find the report block, and add it to the data portal dashboard.

Setting Quick Entry

Configure the Quick Entry component and add relevant directories and links.

Configuring the Style

1. Setting Page Background

You can set the page background without selecting any components.

Set the Background as Image. Click Upload Image to upload the prepared background image (click to download and unzip: Page Background.zip)

2. Setting Component Background

You can select the component to set its style.

Set the Title Text as 14 px, bold, the Component Background as white with 50% transparency, the Title Style > Title Background as white, and set the component Border as 10.

Saving and Previewing

The creator can save the dashboard and preview it.

Enabling Allow User Customization

The admin logs into the Decision-making Platform, clicks Manage > Data portal > Portal management, and enables Allow user customization.

After enabling the function, the system will prompt: After enabling, users can customize the portal content, are you sure to enable? Click OK, and then users can customize the dashboard.

Generating the Link

The admin logs into the Decision-making platform, clicks Manage > Data portal > Portal management, and selects Generate Links.

Setting the Homepage

The admin logs into the Decision-making System, clicks Manage > Directory, selects Manage Homepage, and clicks Add Homepage.

Set the homepage name as Sales Director-Homepage and the Homepage Type as Link. Enter the link obtained in section “Enabling Allow User Customization”.

Setting Viewing Permissions of Directories

The admin logs into the Decision-making Platform, clicks Manage > Permission, and configures the View permissions of the corresponding directories to the role of Sales director.

Permissions required to be configured for the directory include:

1. Directories mounted in data portals.

2. Directories used by the data dashboard component.

3. Directories corresponding to the Quick Entry component.

Releasing A New Announcement

Demonstration

Sales director eoco (eoco, 123456) logs into the Decision-making Platform.

Eoco can also customizethe content of the board after enabling Allow user customization.