Intelligent Data Insight provides multiple dashboard template options for private deployment users. This article introduces how to use official dashboard templates, how to export self-built dashboards as templates, and how to use and manage templates.

Users can load and apply official dashboard templates with one click, replace the data in the templates with their own datasets to make the templates their own, making dashboards more refined and visually appealing. Users can also create their own templates or use templates within the project.

• After enabling the template capability in a private deployment environment, all users can use the dashboard template feature.
• The SaaS environment currently does not support the dashboard template feature.

Prerequisites #

• Contact Volcano Engine official personnel to enable the dashboard template feature in the target environment and add user accounts that can import templates.
• Obtain the dashboard template file: Click to download the template file and extract it.

Dashboard Templates.zip

Unknown size

Import dashboard templates #

1. Open the "Template Library" in the target environment. The entry is under [Dashboard] > [Dashboard Templates] in the top navigation.
   
2. Click the [+] button and select [Import Template]. Official templates are in the above-mentioned file and can be imported as needed. For details, see Official Dashboard Templates.
   
3. Click to upload the template resource package, select the template resource you just downloaded, click Upload, and follow the prompts to proceed to the next step.
4. Select the target directory and click Confirm to complete the template import.
5. You can then see the template list on the dashboard templates page.

Users can export dashboards they have created and desensitize them as templates. Other members with permissions within the project can view the templates and edit, move, or delete them.

1. Enter the dashboard, click the three dots in the upper right corner, and select Export as Template.
   

2. In the pop-up window, you can configure data sampling and desensitization.
   
   Click "Desensitization Rules" to set the desensitization rules.
   
   The parameter descriptions for masking rules are as follows.

   Parameters	Configuration description
   Enable masking	The user can choose whether to enable masking. After masking is enabled, the field content will be displayed in the dashboard template according to the result processed by the masking rules.
   Masking type	There are two types: text masking and numeric masking. The rule for text masking is "retain the first and last character, and replace the remaining characters with * ", and the rule for numeric masking is "multiply by a random number between 1 and 10".

1. Click the plus sign in the upper left corner and select a dashboard template.
   
2. Go to the template list, select a template, and click "Apply Template" in the upper right corner to use it.
3. Click the "More" option on the left-side dashboard to move or delete the dashboard.
4. Click the plus sign at the top to import templates or create folders to organize templates.