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Dashboard

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A dashboard is a visualization application for data analytics in Data Management (DMS). It provides an automatic layout and interactive capabilities. You can use dashboards to perform data analysis and create visual reports. This topic describes the basic concepts, features, and procedures for using dashboards.

Terms

  • Dashboard collection: An entity for managing and organizing dashboards. You can create multiple dashboards within one collection.

  • Dashboard: The basic unit for data analytics and visual reports.

  • Chart or widget: The smallest unit for data visualization. Each chart must be associated with a dataset. A chart is a component of a dashboard or large screen. Charts are generated by performing secondary aggregation and grouping on SQL results based on the dataset's data model. The processed data is then represented visually.

  • Dimension: A perspective for viewing data, such as time or other categories. The values of a dimension field are usually enumerable. For example, the category field in a pie chart is typically a dimension.

  • Measure: A quantifiable metric, such as page views, session duration, or transaction amount. For example, the y-axis field of a line chart is typically a measure.

Dashboard interface

The dashboard canvas is the main interface where you edit dashboards, analyze data, and create visual reports.

No.

Area

Description

①

Dataset area

Displays all datasets in the current dashboard and the model fields of the currently selected dataset.

②

Chart configuration area

Displays the configuration of the currently selected chart.

③

Dashboard preview area

Displays the editing canvas for the current dashboard. Click a chart to select it.

④

Extended features area

Supports the following features:

  • Preview: Go to the DMS visualization workbench page. This page displays only created dashboards.

  • 链接 (Chart filter interaction configuration): Configure trigger charts and linkage charts. This creates filter interactions between charts and widgets on the dashboard.

  • shaixuan (Global filter configuration): Configure and apply conditional filters or variable inputs to one or more widgets in the dashboard.

  • fenxiang (Share dashboard): Enable link sharing to share the dashboard with others.

  • 扩展 (Focus mode): Enter focus mode for a full-screen workspace.

  • yindao (Workbench wizard): View the main features and workflow of the new visualization workbench.

Manage dashboard collections

Create a dashboard collection

  1. Log in to DMS 5.0.

  2. Move the pointer over the 2023-01-28_15-57-17.png icon in the upper-left corner and choose All Features > Data+AI > Data Application > Data Analysis.

    Note

    If you use the DMS console in normal mode, choose Data+AI > Data Application > Data Analysis in the top navigation bar.

  3. On the DataAnalysis page, click the Data Display tab.

  4. Click New Dashboard Collection. Enter a Dashboard Collection Name and an optional Description.

  5. Click Confirm. The dashboard collection is created, and you are automatically taken to the dashboard editing page.

Edit a dashboard collection

  1. Log in to DMS 5.0.

  2. Move the pointer over the 2023-01-28_15-57-17.png icon in the upper-left corner and choose All Features > Data+AI > Data Application > Data Analysis.

    Note

    If you use the DMS console in normal mode, choose Data+AI > Data Application > Data Analysis in the top navigation bar.

  3. On the DataAnalysis page, click the Data Display tab.

  4. In the row of the target dashboard collection, click the bianji icon in the Actions column to open the dashboard editing page. For more information about editing operations, see Manage charts or widgets.

    Note

    The dashboard editor automatically saves your changes. You do not need to save them manually.

Delete a dashboard collection

  1. Log in to DMS 5.0.

  2. Move the pointer over the 2023-01-28_15-57-17.png icon in the upper-left corner and choose All Features > Data+AI > Data Application > Data Analysis.

    Note

    If you use the DMS console in normal mode, choose Data+AI > Data Application > Data Analysis in the top navigation bar.

  3. On the DataAnalysis page, click the Data Display tab.

  4. In the row of the target dashboard collection, click the delete icon in the Actions column.

  5. In the Are you sure you want to delete this dashboard collection? dialog box, click Confirm.

Manage charts or widgets

Chart and widget sizing

  • You can drag charts and widgets to adjust their position and size on the dashboard canvas.

  • Chart width is responsive by default. The widths of multiple chart widgets are proportional. When the screen size changes, the chart widths adjust automatically.

  • Chart height is a fixed value. It does not change with the screen size.

  • If the dashboard visualization area is wider than 768 pixels, widgets are displayed at their defined proportions. If the area is 768 pixels or less, the layout switches to mobile view.

  • When you adjust the size and position of a widget, other widgets reflow to adapt to the change.

Add a chart or widget

  1. Log in to DMS 5.0.

  2. Move the pointer over the 2023-01-28_15-57-17.png icon in the upper-left corner and choose All Features > Data+AI > Data Application > Data Analysis.

    Note

    If you use the DMS console in normal mode, choose Data+AI > Data Application > Data Analysis in the top navigation bar.

  3. On the DataAnalysis page, click the Data Display tab.

  4. Select the target dashboard collection and click the bianji icon to open the visualization interface.

  5. Click a blank area in the dashboard preview area to ensure that no chart is selected.

  6. In the dataset area in the upper-left corner of the page, select a dataset.

    Note

    You can also click the 新增 icon in the upper-left corner to add a new dataset.

  7. In the chart configuration area, click the type of chart that you want to add.

    Note

    After you click a chart type, the new chart appears on the canvas and is automatically selected.

  8. Configure the data required for the chart. The following example shows how to configure a line chart.

    • On the Data tab, configure the x-axis, y-axis, and drill-down dimensions. You can drag both dimensions and measures to the x-axis box.

    • On the Style tab, you can configure the Chart Title, Line Style, and the Text Color and Font Size for the x-axis and y-axis.

    • On the Settings tab, you can enable or disable automatic data loading for the chart and set the auto-refresh interval.

Delete a chart or widget

To delete a chart or widget, select it, click the shezhi icon, and then click Delete.

Chart drilling

In multi-dimensional data analytics, chart drilling lets you analyze data at a more granular level based on specific conditions. This feature allows for more detailed analysis.

  1. Configure drill-down dimensions. The following example shows how to configure two drill-down dimensions: name and sex.

    Drag the dimension fields to the drill-down dimension area in the desired hierarchical order. After configuration, a drill-down xiazuan icon appears in the upper-right corner of the corresponding chart.

    Note

    Some charts, such as waterfall charts, do not support the drill-down feature.

  2. Trigger the drill-down feature.

    Select the chart with configured drill-down dimensions. Right-click the target chart element, click Drill Down, and select a drill-down dimension field.

    Example:

    1. Click the first-level drill-down dimension name. The drill-down condition is now name, and the dimension filter condition is student_id=1810024212.

    2. Right-click the column chart and drill down to the second level by selecting the sex dimension. The drill-down condition is now student_id=1810024212, and the dimension filter condition is name=Xiaohong.

  3. Optional: To return to the previous dimension level, right-click the column chart and click Return.

  4. Optional: To cancel the drill-down operation, click Cancel Drill Down.

Chart filter interaction

You can configure multiple filter interactions on a dashboard. Each interaction includes a trigger chart and a linkage chart. You must specify the field mapping between the trigger and the linkage chart.

  1. Log in to DMS 5.0.

  2. Move the pointer over the 2023-01-28_15-57-17.png icon in the upper-left corner and choose All Features > Data+AI > Data Application > Data Analysis.

    Note

    If you use the DMS console in normal mode, choose Data+AI > Data Application > Data Analysis in the top navigation bar.

  3. On the DataAnalysis page, click the Data Display tab.

  4. Click the name of the target dashboard collection to open the editing page.

  5. In the upper-right corner of the page, click the 链接 icon.

  6. In the Chart Filter Interaction Configuration dialog box, click Add. Configure the Trigger Chart and Linkage Chart.

    Note

    You can configure multiple filter interaction relationships. One trigger can be linked to multiple charts.

    • Trigger chart: The chart field that triggers the filter interaction. This field can be a dimension or an aggregated measure.

    • Linkage chart: You can select any field or variable from the dataset model. The field types selected for the trigger and the linkage chart must be consistent.

  7. After configuration, a filter interaction 链接 icon appears on the chart. You can click a graphical element on the chart to trigger the interaction.

Share a dashboard collection

After you configure a dashboard, you can share it with everyone or specific people using a link. "Everyone" and "specific people" refer to all users or specified users within the same tenant as the dashboard creator.

  1. Go to the editing page of the target dashboard.

  2. In the upper-right corner of the page, click the fenxiang icon.

  3. In the Link Sharing dialog box, click Enable Sharing.

  4. Copy the link to share.

    Note

    If you modify the configuration, the system generates a new link.

Manage dashboards

Add a dashboard

  1. Log in to DMS 5.0.

  2. Move the pointer over the 2023-01-28_15-57-17.png icon in the upper-left corner and choose All Features > Data+AI > Data Application > Data Analysis.

    Note

    If you use the DMS console in normal mode, choose Data+AI > Data Application > Data Analysis in the top navigation bar.

  3. On the DataAnalysis page, click the Data Display tab.

  4. Click the name of the target dashboard collection to open the editing page.

  5. In the lower-right corner of the page, click the Add Dashboard xinzengyi icon.

    Note

    You can add multiple dashboards to a single dashboard collection.

Rename a dashboard

  1. Go to the dashboard editing page. Click the image icon above the page and modify the dashboard name.

  2. After you enter a name, click the image icon to save it.

Delete a dashboard

  1. Go to the dashboard editing page and click the image icon at the bottom of the page.

  2. Click Delete.

  3. In the dialog box that asks you to confirm the deletion, click Confirm to delete the dashboard.

Configure filters

Filter configuration methods

  • Filter by value: On the Filter by value tab, select the values that meet your criteria. Click the 移动 icon to move the values to the selected values box on the right. When the chart filters data, it uses a WHERE [Filter Field] IN (List of selected values) query.

    Note

    Filtering by value is suitable for fields with data types such as string, province, and city.

  • Filter by condition: On the Filter by condition tab, use the conditional expression editor to configure filter conditions. You can connect multiple conditions using OR (||) and AND (&&), and multiple comparison operators are supported. When the chart queries data, it uses the configured expression in a WHERE conditional statement.

    Note

    Filtering by condition is suitable for fields with data types such as string, number, province, and city.

  • Filter by time: On the Filter by date tab, click the time range drop-down list and select a time range or a custom time range.

    Note

    Filtering by time is suitable for fields with a time data type.

Configure a chart filter

Most charts or widgets can be configured with a chart filter. The procedure is as follows:

  1. On the dashboard editing page, select the chart that you want to configure.

  2. In the chart configuration area, select the Data configuration tab.

  3. Drag the field for which you want to configure a WHERE condition from the dataset panel to the filter field configuration area.

  4. Click the drop-down icon next to the field and select Configure Filter.

  5. In the Filter Configuration dialog box, configure the filter conditions.

    Note

    Different data types have different configuration methods.

  6. Click Confirm. The filter condition is saved, and the chart automatically queries and renders data based on the new filter condition.

Configure a global filter

A global filter is a dashboard-level filter that can simultaneously filter one or more charts on the dashboard.

  1. Select the dashboard canvas.

  2. In the upper-right corner of the dashboard toolbar, click the shaixuanqi icon.

  3. In the Global Filter Configuration dialog box, configure the global filter.

    1. Click the xinzeng icon to create a new global filter.

      Note

      The new global filter is named 'New Filter' by default. You can change the name and click the queren icon to save it.

    2. Select the new global filter. In the Associated Charts area, select the charts to which this filter should apply.

      Note

      A global filter controls only the charts with which it is associated. It does not affect unassociated charts.

    3. In the Association Category area, select the category for this filter.

      • Field: This filter applies to a field in the dataset.

      • Variable: This filter controls a variable in the dataset. For more information about how to configure dataset variables, see Dataset variables.

    4. In the Associated Dataset area, select the specific associated field or variable.

    5. In the Filter Configuration area, configure the filter's Type and Mapping.

    6. Click Confirm to save the global filter configuration. After saving, the configured global filter appears at the top of the dashboard canvas.

      Note

      To rename or delete a configured global filter, click the bianji or 删除 icon to the right of the global filter.

Automatically load and refresh chart data

Automatically load data

The auto-load data feature automatically syncs data when configuration items change, and the chart data also refreshes automatically.

  1. Select the chart that you want to configure.

  2. In the chart configuration area, select the Settings tab.

  3. Turn on the Auto-load data switch.

    Note

    You can turn on the Auto-load data switch. Otherwise, you must manually click the shuaxin icon in the upper-right corner of the chart to sync data.

Automatically refresh charts

The auto-refresh feature lets you specify the time interval for data query and rendering, which eliminates the need for manual refreshes.

Note

Auto-refresh is useful for real-time reports. When a dataset updates in real time, this feature visually displays the updates.

  1. Select the chart that you want to configure.

  2. In the chart configuration area, select the Settings tab.

  3. Turn on the Auto-refresh switch. You can also adjust the auto-refresh interval in seconds.

    Note

    After configuration, the chart automatically queries and refreshes data at the specified interval.

FAQ

Q: Can DMS dashboards be embedded in the pages of other systems?

A: Yes, they can. After you configure a dashboard, you can obtain its access link through the share feature and then embed it into other systems using an iFrame. For more information about how to obtain the link, see Share a dashboard collection.

Important

Users who access the shared dashboard link must be in the same DMS tenant as the target dashboard resource.

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