Dashboard editing, also referred to as dashboard design, dashboard creation, or dashboard layout, is the process of combining and arranging components (controls) such as charts, text, images, and filters to construct a data story board based on business logic. This article introduces the editing operations for the left control panel area of the dashboard.

The new dashboard editing interface is divided into the top navigation area, left control panel area, central canvas area, right page configuration area, and bottom multi-page editing area.
This article will introduce the left control panel area. As shown in the figure below, the red-marked area on the left is the control panel area. The following operations will be introduced in the order of the controls from top to bottom:

• Click the Add Chart button to display an empty chart control on the page. The user can click "Select Existing Chart" and choose the desired chart from the chart list on the right.
  
  • You can search for charts by chart name.
  • The chart list is sorted by the creation time of the charts, with the most recently saved charts displayed at the top.
• Alternatively, click the blank area of the control and, in the chart configuration area that pops up on the right, select a dataset, drag dimensions and metrics, select the chart type and analysis method, and create a new chart.
  

Because global filters, dimensions/metrics, query containers, and dynamic parameters serve similar functions, they are introduced together in this section.

• You can add global filters, dynamic dimensions and metrics, and dynamic parameters to control multiple charts on the dashboard simultaneously.
• Query containers can include all three types of global query filters mentioned above at the same time.
• When adding a web page link, you can use the values of the top public filters on the current page as parameters and apply them to the link.
• Since filtering and screening operations are quite extensive, they are introduced in a separate document. For details, see: Filtering.

By adding tabs to the dashboard, you can insert a component with multiple switchable tabs on the page. Each tab can contain multiple charts, text, web pages, images, or even other tabs.

• You can select multiple widgets within a tab and move them together.
  
• You can double-click to edit the tab name, add tabs, and perform other operations.
  
• Drag widgets from the widget list on the left to the tab, or drag existing widgets from the current dashboard into the tab, to display the corresponding content within the tab.
• You can adjust the style settings of the tab, including the tab font size, position, and the layout of components within the tab.
  

  tip

  Tab component layout options include tile layout and free layout. The default option follows the dashboard layout. If the dashboard uses tile layout, newly added Tab components will also use tile layout.

  • Tile layout: The tab page will intelligently adjust the layout, suitable for scenarios where dashboards need to be built quickly.
  • Free layout: The tab page allows flexible adjustment of element positions and layers, suitable for scenarios with more content and higher requirements for canvas content arrangement and display.

Dashboards usually require text to introduce the nature of the dashboard, data scope, and other information. Sometimes, text is also needed to supplement the display and explanation of charts. Add a text widget to insert text descriptions.
You can edit the style of the text content, including color, font size, weight, spacing, adding hyperlinks, and more.

In V2.58.0 and later versions, users can select text in the text component editing area and set it as a first-, second-, or third-level heading style to make the dashboard clearer and more focused.

Select web page, and a web page widget will appear on the page. After selecting it, you can enter the web page link on the right. After entering the link, the web page widget will display the content of the linked page. You can configure the web page in the configuration panel on the right, including changing the URL (choosing whether to include a token), setting the display of the view mode icon, general settings, padding settings, and appearance settings.

In the material section of the component bar on the left side of the dashboard, you can select images, header images, title images, and dividers to more easily build a dashboard with a clear sense of hierarchy.

Add an image #

In the material section, select the image widget. In the image configuration panel on the right, you can configure the image, including selecting the image source (local images can be uploaded), display settings for the view state icon, general settings, padding settings, and appearance configuration.

Add a header image #

In the material section, select the header image widget. A default header image appears on the dashboard. In the header image configuration panel on the right, you can configure the header image, including selecting the image source (you can use official images or upload local images), general settings, padding settings, appearance configuration, and height settings.

Add a title image #

In the material section, select the title image widget. A default title image appears on the dashboard. In the title image configuration panel on the right, you can configure the title image, including selecting the image source (you can use official images or upload local images), general settings, padding settings, and appearance configuration.

Add a divider #

In the material section, select the divider widget. A default divider appears on the dashboard. In the divider configuration panel on the right, you can configure the divider, including selecting the line style, general settings, and appearance configuration.

Click the "Relationship Diagram" widget and drag to add the relationship diagram component. The relationship diagram can be used to connect indicator cards with mathematical operators, enabling a more intuitive chart display. The result is as follows:

Steps:

1. On the relationship diagram configuration page on the right, select the required indicator cards.
   
2. Based on the initially added indicator cards, add peer indicators, subordinate indicators, or constants as needed.
3. Adjust the relationships between indicator cards as needed.
   
4. Repeat the above steps to create the relationship diagram you need.

The dashboard supports the table splicing feature, which allows multiple independent tables to be combined into a single table, making it easier for users to efficiently adjust the dashboard chart layout.
Applicable scenarios are as follows:

• The data comes from multiple datasets and cannot be queried in a single table.
• The same dataset, but the display units or filter conditions for different metric rows are different.
• Metrics with different statistical periods are spliced together horizontally.

Create a spliced table #

Users can choose to create a new table or use an existing table to create a spliced table.

Configure the spliced table title #

When a spliced table is selected, you can configure the table title and table description on the right.

Configure the spliced table #

Splicing methods #

The spliced table supports four splicing methods: vertical, horizontal, custom, and hierarchical.

Spliced table sorting #

You can adjust the order of tables in a spliced table. After adjusting the order, the arrangement of tables in the spliced table will change.

Add and modify tables #

In the splicing configuration area on the right, you can choose to add more tables to the current spliced table or modify the current table.

Tooltips are often needed in dashboards to provide additional information. Tooltips not only solve the problem of limited chart space and incomplete information display, but also help users quickly obtain data details and context, improving the efficiency and accuracy of dashboard data interpretation.

The tooltip icon can be selected from system icons or custom uploaded images. It supports style editing for both the tooltip icon and the tooltip itself, including color, size, border thickness, and more.

Analysis tree overview #

Metric analysis tree is a type of report used in attribution decision-making. It atomizes the capability of attributing metric anomalies into individual nodes, allowing users to organize and connect different types of nodes according to their actual business scenarios, weaving them into an executable "mind map". The metric analysis tree is suitable for various complex business analysis scenarios, helping users perform business analysis and provide decision support more effectively. You can add a completed metric analysis tree to the dashboard. For details, see Metric Analysis Tree.

Add analysis tree #

Select the analysis tree. The analysis tree widget will appear on the page. After selecting it, you can choose an existing analysis tree or create a new one on the right side.

Configure analysis tree #

Users can configure the analysis tree in the configuration panel on the right, including the analysis tree title and style, displayed content, association with the global date filter, toolbar icon display, padding, and appearance.

Analysis tree title #

Click Content Display to choose whether to show the analysis tree title in the dashboard widget. To set a custom title for the analysis tree, select Content Display as "Show custom title" and enter the custom title in the name configuration panel.

Analysis tree displayed content #

Users can select the content to be displayed in the analysis tree as needed, such as title, date selection, custom calculation, conclusion area, node tree area, and node details.

Associate with global date filter #

If a global date filter exists in the dashboard, you can select Associate with Global Date Filter on the right to align the time dimension of the data analyzed in the analysis tree with the dashboard, ensuring consistency in the time dimension of the data.

Display interaction icons #

Users can select whether to display the comment, fullscreen, refresh, and view report buttons, customizing the interaction icons shown in the dashboard.

Other settings #

Users can configure the style of the analysis tree through general settings, padding, appearance settings, and more.

Click "Add plugin" to open the plugin marketplace, where users can insert custom plugins to create personalized data displays (see Overview of Custom Visualization).

Click Layer list to display all widgets currently on the dashboard.

With the layer list, you can

• Quickly adjust layer order: When multiple widgets overlap, you can quickly adjust their stacking order in the layer list.
• Check dashboard content: The layer list allows you to see all widgets on the dashboard. By checking the layer list, you can determine whether there is data that should not be displayed but was accidentally added to the dashboard; it also helps you find content that is covered by other layers.
• Hide layers: You can hide certain widgets to facilitate editing.

• Shortcuts

• Cross-project display of dashboards or charts
  You can embed links to dashboards or charts from other projects, see Chart Embedding.
• Cross-platform content display
  You can embed links from other platforms into the current dashboard using the web widget.
• Embedding explanatory links such as the documentation platform Docs
  Embed explanatory documents from the documentation platform into the dashboard to help readers better understand the meaning of the charts.