User guide

(Optional) Step 1: Create a workspace

A workspace is the basic unit for project development and management in DataV-Board 7.0. After you activate DataV-Board 7.0, the system creates a default workspace that you can use directly. You can also create multiple workspaces to manage different projects and achieve project fencing. For more information, see Create a workspace.

(Optional) Step 2: Create a project group

Project groups are used to categorize data dashboards, including PC and mobile dashboards. After you activate DataV-Board 7.0, the system automatically creates a group named Ungrouped. New dashboards are placed in this group by default. You can create different groups based on your business needs to manage related dashboards. For more information, see Project Group Management.

Step 3: Prepare data

DataV-Board 7.0 supports data ingestion from various sources, such as static data, CSV files, APIs, and databases such as RDS for MySQL. You must first create DataV data sources for your data. This allows DataV to access the data through these sources for display on dashboards.

1. Configure a data source whitelist.

   To ensure that DataV can access your data source, you must add the IP address of DataV to your data source's whitelist before you create the data source. For the IP addresses for different regions and network types, see Configure a database whitelist.

2. Create a data source. For more information, see Data Source.

Step 4: Create a data dashboard

Choose a creation method based on your needs:

• Create from a built-in template: The platform provides various built-in scenario templates that you can use directly.

• Create from a blank dashboard: Use a blank canvas to design the dashboard content as needed.

• Generate with AI: Describe your requirements in a conversational interface. The AI assistant will design a dashboard that meets your needs.

  Note

  Only PC dashboards can be created using AI.

Step 5: Edit the data dashboard

Data dashboards consist of various widgets. You must add the required widgets to the canvas and edit them. This process includes configuring widget styles and connecting them to business data for display. DataV-Board 7.0 provides default built-in widgets. If the built-in widgets do not meet your business needs, you can create custom widgets using widget packages, blocks, design resources, or by creating 3D cities.

1. Edit the widget style.

   Add the target widget to the canvas. In the right-side panel, on the Style tab, configure the widget's style, such as color, chart margins, and coordinates. For more information, see PC Widgets and Mobile Widgets.

2. Configure the data source.

   Click the widget. In the right-side panel, on the Data Source tab, follow the on-screen instructions to add the corresponding data source. This connects the widget to the data source for data display.

   • You can configure widget data using the Code method or the Visual method. For more information, see Widget Data Source Configuration.

   • You can use a filter to customize filter code. This lets you transform data structures, filter data, and perform simple calculations. For more information, see Filters. You can also use filters to reference global variables.

3. (Optional) Advanced configuration.

   Click the widget. In the right-side panel, on the Advanced tab, configure the widget's global variables or interaction events.

   • Global variables: Define global parameters that can be associated with target widgets. This enables parameter passing and interaction between widgets, such as chart filter interactions and custom fields.

     Note

     Global variables can be configured only for PC dashboards.

   • Interaction events: Define interactions between specified widgets when an event is triggered. For example, in a column chart, you can import data from a field when the legend is clicked.

4. (Optional) Blueprint configuration.

   You can use the Blueprint Editor to define interaction relationships and behavior logic between widgets using visual connections. For example, you can merge or distribute data between different widgets.

Step 6: Publish and share the data dashboard

1. Publish the dashboard.

   After you finish editing the data dashboard, you must publish it. Publishing generates an access link for the dashboard. For more information, see Publish a data dashboard.

   Note

   After each publication, you can use Snapshot Management to save the current published content as a snapshot. You can later use a snapshot to revert the dashboard to a previous version for editing.

2. Share the dashboard.

   After the data dashboard is published, you can share its QR code or link with other users. You can also set an access password, enable token validation, and configure an access whitelist. For more information, see Share Information.

Step 7: Display the data dashboard on a screen

After the data dashboard is published, you can go to the Visualization Studio to display the dashboard on a screen.

1. Create a demo plan.

   Create a demo plan to arrange the data dashboards that you want to display in the desired order for a presentation. For more information, see Create a plan.

2. Display the demo plan on a screen.

   After the demo plan is created, you can display it on a large screen as a slideshow. You can set an access password and configure a carousel effect for the display. For more information, see Display a plan on a screen - Web version and Display a plan on a screen - Client version.