Intelligent Data Insight
Intelligent Data Insight
- Documentation
Intelligent Data InsightDataWind User GuideDashboard Construction and ViewingDashboard EditingDashboard Editing Overview
Copy page
Download PDFCopy pageDownload PDFThis article introduces the workflow and operational areas of the dashboard editing page.
Dashboard editing, also referred to as dashboard design, dashboard creation, or dashboard layout, is the process of combining and arranging widgets such as charts, text, images, and filters to build a dashboard based on business logic.
This article introduces the dashboard editing process from an overview perspective. For detailed feature descriptions, refer to the specific documentation for each operational area.
Operation area | Introduction |
|---|---|
From left to right: Rename dashboard, previous step, next step, layer order, group, page zoom, replace dataset, page settings, mobile layout, preview and save, Smart build. warning "Smart Builder" is a secondary feature under the value-added module "Analysis Assistant" and is disabled by default. To use this feature, contact Volcano Engine technical support to inquire. After purchasing and enabling this feature, you can use it. | |
From top to bottom: Add chart, global filter, tab, text, web page, asset, pinned container, concatenated table, metric, query container, dynamic parameter, dimension/metric, relationship graph, tooltip, analysis tree, add plugin, layer list, help. | |
Supports adjusting chart layout here (magnet layout/free layout) as well as other chart operations in the canvas area (chart editing, linking, navigation, in-chart controls, copy and delete, anchor point settings, and more). | |
Operations in the Right-Side Page Configuration area of the dashboard |
|
Operations in the Multi-Page Editing Area at the Bottom of the Dashboard | Supports adding new pages at the bottom of the dashboard and performing add, delete, copy, rename, and hide operations. |
Create a new dashboard
- Go to the "Dashboard" module, click the "+" button in the upper right corner of the dashboard list, and select "Create Dashboard".
- Enter the dashboard name and select the save path. Click "OK" to create.
- Click the "Edit" button in the upper right corner to enter the editing page.
- Click "Add Chart" in the left widget area. You can select from historical charts or create a new chart.
- To select from historical charts: Click "Select Existing Chart", then choose the required historical chart in the "Select Chart" panel on the right.
- To create a new chart: Click a blank area in the chart area, select a dataset in the "Chart Configuration" area on the right, drag dimensions and metrics from the dataset to the data area, and select the chart type.
- To select from historical charts: Click "Select Existing Chart", then choose the required historical chart in the "Select Chart" panel on the right.
- Click a blank area on the central canvas. In the page configuration on the right, you can select the dashboard theme, layout, canvas background, canvas size, and configure view mode and other settings.
- Drag a widget from the left widget area onto the canvas to specify its position, or click the widget to add it automatically. If you accidentally drag a widget, or accidentally delete or add content, you can quickly undo the action using the Command+Z or Ctrl+Z shortcut.
Edit a dashboard
- Select the dashboard you want to edit, click "Edit", and enter the dashboard editing page.
- You can click an individual chart and modify the chart's data, style, or analysis method in the "Chart Configuration" area on the right.
- You can click the blank area of the central canvas to modify the overall theme, layout, and other settings of the dashboard in the "Page configuration" panel on the right.
- You can drag new widgets from the widget area on the left to the central canvas, and configure tab settings in the tab configuration area on the right.
To prevent changes made by one user from being overwritten by others during simultaneous editing, the dashboard does not support simultaneous multi-user editing.
- Dashboard viewing page: When a user is editing the dashboard, other users cannot access the dashboard editing page. To edit the dashboard, contact the current editor to exit editing mode.
- Saving charts: When a user is editing the dashboard, other users cannot save charts to this dashboard (charts in the dashboard can be edited by clicking the chart name or editing the chart from the viewing page, but cannot be saved to the current dashboard).
