In the dashboard reading area, users can quickly preview and view the content of the dashboard, and perform collaborative sharing and subscription alerts, including: refresh, full-screen, authorization, sharing, editing, subscription, alert settings, and explore and analyze based on charts.

In the dashboard reading area, users can quickly preview and view the content of the dashboard, and perform collaborative sharing and subscription alerts, including: refresh, full-screen, authorization, sharing, editing, subscription, alert settings, and explore and analyze based on charts.

2.1 Overall operation #

The overall operation button of the reading area is located in the upper right corner of the interface, where only the functions that the current user has permission are displayed.

2.1.1 Refresh #

Click "Refresh" to manually refresh the charts and data content in the dashboard.

2.1.2 Full Screen #

Click "Full Screen" to enter full-screen mode to view the dashboard. The button in the lower right corner of the advanced dashboard full screen mode can adjust the "distributed" or "actual size" display.
Reminder: This feature is supported from V2.50.0 onwards.

2.1.3 Authorization #

See Authorization and Sharing.

2.1.4 Share #

Usage scenario

• You want to be able to quickly share your dashboard content with other users in your group, so they can instantly review it.
• When sharing a dashboard, you want to keep the filter settings to ensure that the sharer and the sharer see the same content.

Function Description
Click "Share" to share the visit link with other users.

2.1.5 Editor #

Click "Edit" to re-create, modify, and adjust the relevant layout of the dashboard.

2.2 Collaborative sharing settings #

2.2.1 Bookmarks #

Usage scenario

• Support users to save common filter conditions in the form of bookmarks, which is convenient for quick opening
• Support public display of general screening calibers within the department for use by all users in the project

New bookmark
(1) Open the dashboard where the tabs need to be set, and click the "Bookmarks" option in the drop-down menu in the upper right corner.

(2) Click "New Bookmark" on the bookmark management page.

• Set as Default: Check "Set as Default" to automatically display the filter defined by the bookmark when the dashboard is opened.
• Set to Public: Check "Set to Public" to make the bookmark a public bookmark, which can be viewed and used by users with dashboard access in the project.

(3) Click "Save" to save the current view filter as a bookmark.
Modify bookmark configuration

• Personal bookmarks: Users can "set as default", "set as public", rename and delete operations for specific bookmarks.
  
• Public bookmark
  • Public bookmarks created by users themselves: support "set as default", "set as public", rename and delete operations;
  • Public bookmarks created by others: Only "set as default" is supported.
    

App bookmark
Double-click the bookmark you want to apply to apply the filters set in the bookmark to the dashboard.

2.2.2 New Subscription #

See Dashboard Viewing Operations.

2.2.3 subscription management #

See Dashboard Viewing Operations.

2.2.4 Set as default dashboard #

Usage scenario
If the user has a particular focus on the dashboard, you can set it as the default, each time you open the dashboard module system automatically displays the default dashboard.
Function Description
Click "Set as Default Dashboard" to set the dashboard as the default dashboard. When you enter the dashboard page for this project, the default dashboard will open.
Users can cancel the default dashboard settings by clicking "Cancel Settings as Default Dashboard" in the same area.

2.2.5 Embedded dashboard #

Support users to embed the charts and dashboards they create into documents or other platforms in the form of IFrame.

Users can choose to configure whether links embedded in the dashboard hide the dashboard title and action buttons.

The differences between hidden and unhidden effects are shown below.

2.2.6 Export #

The system supports exporting pictures in PNG format

For dashboards with multiple sheets, the user can select the range of the exported dashboard

• Select the current page to export only the current sheet page content
• Select all pages, multiple sheets will be displayed in one image
  

2.2.7 Access statistics #

You can view the dashboard's access statistics. Click on the entrance shown below:

After entering the visit statistics page, you can see the following statistics:

In the access statistics page, you can download data, view access details, and move and delete resources.

2.2.8 Announcement configuration #

The announcement function supports the appearance of announcement pop-ups in the visualized query panel and dashboard panel. Users can configure announcements by setting and viewing the operation of announcements to improve the efficiency of communicating key information.
This chapter introduces the announcement configuration operation of the dashboard, and the announcement configuration operation of the visualized query can be viewed in Announcement Configuration.
(1) Announcement display
Announcement display provides two types: ordinary and warning.
The announcement provides two reminder methods: support floating window (upper right corner), pop-up window (center)

• After you manually close the pop-up window, the pop-up window will not be displayed repeatedly when you visit again.
• This rule resets when the content of the announcement (title or body) is updated.

(2) View the announcement
After you close the announcement, you can view it in the More menu.

• The "View Announcements" portal is displayed only when the dashboard has an announcement open and within a valid period.
• Entry Permissions: Have view-only access to the dashboard.

(3) Announcement settings
You can set up announcements in the More menu.

• Entry permission: Owns the editing permission of the dashboard.

Please complete the configuration of the following:

• Title: Up to 30 Chinese characters
• Body: Up to 300 Chinese characters
  • Support undo and redo
  • Support bold, italic, underline, hyperlink
• Reminder method: Support two styles of floating window (upper left corner) and pop-up window (center)
• Style Type: Normal, Warning
• Reminder frequency: support only once, once every 7 days, once every 30 days
• Valid period: not enabled by default
  • After opening, a date range can be set. (The default is 0:00 on the day to 23:59:59 after the 7th)
  • After opening, the user visits within a valid period before the announcement is displayed.

(4) Other instructions

• In embedded mode, announcements are not displayed by default. However, you can display the announcement in an embedded scenario by adding parameters to the URL, as follows:

  #Parameters to be added
  &feature=%7B%22dashboard%22%3A%7B%22enableNotificationModal%22%3Atrue%7D%7D
  
  #Example
  #Original address
  https://abi.xxxx.com/bi/#/dashboard/40xxx?appId=4
  #New address after adding parameters
  https://abi.xxx.com/bi/#/dashboard/40xxx?appId=4&feature=%7B%22dashboard%22%3A%7B%22enableNotificationModal%22%3Atrue%7D%7D
  

• Copy, import/export dashboards without carrying announcements.

2.2.9 Set redirection #

In V2.91.0 and above, set redirection to set a redirect address for a dashboard with edit permissions. View-only URLs are redirected, edit URLs, tripartite embedded URLs, and mobile end access are not performed. When a user accesses the dashboard view page, the system will automatically jump to the preset redirect address; when the current dashboard is offline, the user can be directed to the new dashboard address.
Since V2.107.0, when setting up a redirect, it is supported to select Effective Users: All (all users need to jump to the address of the redirect, the default is this option) or Specify Users (users can be searched in the input box, and selected users can be deleted).

2.2.10 Rename #

You can click on the basic information to view the current name of the dashboard.

You can rename the dashboard in the rename pop-up window.

2.2.11 Multilingual configuration #

You can click Multi-language Configuration to set multi-language on the dashboard.

After clicking, it jumps to the multi-language window, which can set multiple languages for the dashboard information and dashboard chart of the currently selected dashboard.

2.2.12 Transfer Owner #

You can change the owner of the selected dashboard by clicking Transfer Owner.

After clicking, it jumps to the Transfer Owner window to transfer dashboard permissions to the desired user.

2.2.13 Move #

You can click Move to move the dashboard location to the specified directory.

2.2.14 Copy Dashboard #

When the project control level is moderate or strict, the system supports you to copy the dashboard behavior for dashboard Owners who only have dashboard editing permissions. At this point, you can copy the dashboard to a folder directly under it.
Details of the degree of project control can be viewed in Detailed Explanation of Permission Features.

2.2.15 Delete #

You can click Delete to delete the selected dashboard. The deleted dashboard can be viewed in the Project Center - Recycle Bin.

A dashboard can be composed of a variety of components, the most crucial of which is the data chart. Charts in the dashboard can also be used for related operations.
The core operations consist of four categories:
(1) Add a comment
(2) Quick inquiry
(3) Chart editing
(4) Other operations, operation button entrance: Hover over the upper right corner of a certain chart, click the "More" button after it appears, and call out the pop-up window

Reminder: For tabular charts, hover over the header cell, and the "Header Sort" and "Freeze" buttons will appear

3.1 Add a comment #

After clicking on the comment operator in the upper right corner of a chart, you can open the comment bar on the right, and you can @your colleague's book name in the comment (provided that the Lark integration has been completed) for quick and convenient interaction.

3.2 Quick inquiry #

When you want to temporarily modify a chart to filter, change the granularity, modify the aggregation method and other operations for temporary viewing, you can use shortcut queries to operate on the chart. Quick query will only take effect temporarily on the current page and will not affect the original chart. When you refresh the page or re-enter the dashboard, the chart will return to its original state.

Operation steps: Click Quick Query, find the operation item, select the operation you need to perform, and click "Application" to realize the quick query.

• Supported quick query operations: **** modify filter, add filter, switch chart style, modify date granularity, add dimension, replace dimension, add metric, modify aggregation method, replace metric, drill down
  

3.3 Chart editing #

For the chart in the dashboard, you can edit it again, and click the edit operator to enter the "visualized query" interface. The follow-up operation is the same as the operation introduction of "visualized query", which will not be repeated in this article.

3.4 Other operations #

3.4.1 Export images #

Click to download the chart as a picture. (Note: Tabular charts do not have this function.)

3.4.2 Download/copy data #

When you download/copy data in the dashboard, the system allows you to select and set the dataset permissions behind whether you want additional validation.

• If checked, you cannot download/copy data without the data centralization limit behind the chart.
• If unchecked, you can also copy/download data in the dashboard when you have "View Only" access to the dataset.

For further explanation, see Data Download.

3.4.3 Copy to dashboard #

Usage scenario

• You want to add a minor modification to a chart in a public dashboard to your own dashboard
• You want to add the current content of a chart in the dashboard (metric caliber & chart configuration) to your dashboard

Function Description

• First, hover over the "More" button to call out the function menu and click "Copy to Dashboard".
• Secondly, you need to give the chart a new name, and if it defaults, it will be the same as the original; then choose which dashboard to copy to, check "Chart style follows dashboard theme", and click OK.
• Finally, a new chart is created and added to the dashboard you specify.

Permission condition description
To complete this operation, you need at least view access to the dataset to which the chart belongs, and edit access to the new dashboard.

3.4.4 New monitoring #

Users can click to monitor the dimensional/metric fluctuations of the specified chart. See the setting steps for detailsMonitoring and Alerting.
⚠️Note: Only dashboard charts that meet the following conditions will display the new monitoring entry.

• Users need to have dashboard viewing and above permissions.
• Specify that the chart should meet the preconditions required by the monitoring itself: (1) the bottom sheet needs to be updated routinely (2) the date filter needs to be set to recent/recent

3.4.5 Contact Chart Owner #

Click "Contact Icon Owner" to see the owner of the chart. You can further contact each other and communicate.

3.5 Form Special Case Description #

3.5.1 Form custom field display #

• Usage scenarios: When there are many dimension/metric fields in the table, you can choose to display only the fields of focus; at the same time, when you uncheck an intermediate dimension, you still support clicking on the dimension to expand and view its underlying data, without losing the ability to drill down due to field hiding.
• How to operate: Click the "Custom Fields" button in the upper right corner of the form and tick the fields you want to display directly in the pop-up box. Unchecked fields (i.e. the middle dimension) will not be displayed directly in the table, but you can still click on the level at which the field is located (the row of the upper dimension displayed in the table) to expand the drop-down to view its underlying data. The table only controls whether the current level is displayed or not, and does not affect drill-down interaction and data query.
  

3.5.2 Header sorting #

For tabular charts, header sorting is supported.
Clicking the button as shown will trigger a query to sort the items in the table. The positive triangle is blue to indicate ascending order; the inverted triangle is blue to indicate descending order.

3.5.3 Freeze #

For tabular charts, the freeze function is supported.
Click the pushpin button as shown to freeze the columns on the left side of the table.