Add a Dashboard Chart

Prerequisites

You have created a XiaoQ Report.

Scenarios

If a dashboard already contains the chart you need, you can add it directly to the report instead of recreating it.

Limits

Metric decomposition trees, metric relationship graphs, and custom components cannot be added.

Procedure

1. In the XiaoQ Report editor, click Add chart.

   

   Alternatively, you can hover over a blank line, click the icon that appears in the top-left corner, and then select Insert chart.

   

2. Select a dashboard and choose the chart to add.

   1. Select charts from dashboards in My favorites, Recently accessed, Shared with me, or I created. You can also search for a specific dashboard.

   2. You can manually select filter values before adding a chart.

      For example, to add a detail table with the status “Unprocessed” to the report, use the query control to filter the data. Then click Query and select the relevant chart.

      Note

      When you update data, time-based and non-time-based filter conditions behave differently:

      • During data updates, time-based filter conditions are reset to display the latest data, and any manually selected values are cleared. If the time filter control has a default value, the control reverts to that default.

      • Non-time-based filter conditions remain unchanged during data updates and are not affected by changes to the default values of the original chart’s filters.

3. Click OK. In the confirmation dialog box, click OK again.

   Note

   • A report can contain a maximum of 20 dashboard chart components.

   • After you add a chart, it updates automatically when the source dashboard changes. You can also detach the chart from its source within the report. Once detached, updates to the source dashboard no longer affect the chart, and its styling adjusts to match the report layout.

   

4. The selected chart appears in the report.

   

5. You can perform the following actions on the chart.

   

   Ordinal number	Action	Description
   ①	Show title	Turn on to display the chart title in the top-left corner. Turn off to hide it.
   ②	Rename	Double-click the chart title to rename it, or click the Rename button.
   ③	Full-screen view	View the chart in full screen. Click Exit full screen in the top-right corner to exit.
   ④	View data	View the chart’s underlying data in formatted or raw form. Click Copy data at the bottom of the panel to copy all table data to the clipboard. Note The View data feature works only for non-table charts. It is not supported for cross tables, detail tables, trend analysis tables, multidimensional analysis tables, or heatmaps.
   ⑤	View SQL	Opens the SQL dialog box where you can view the underlying query statement for the chart to validate data logic.
   ⑥	Go to source dashboard	Opens the preview page of the source dashboard.
   ⑦	In-Report AI Assistant	Opens RDS Copilot to ask questions about your data or run insight analysis. For more information, see In-report AI Assistant.
   ⑧	Insight Analysis	Runs data interpretation and generates an insight analysis report for the chart. For more information, see Insight Analysis.
   ⑨	Detach dynamic reference	Once detached, the chart no longer updates with the source chart or when you update data manually.
   ⑩	Indent	Increase or decrease the chart indentation. The effect looks like this:
   ⑪	Delete	Delete the current chart.
   ⑫	Insert below	Insert content below the current chart paragraph.

What to do next

• To further analyze the inserted chart, use RDS Copilot for insight analysis. For more information, see Insight Analysis.

• To configure report styling, see Styling configuration.