Use a dashboard to efficiently create many charts for visual analysis. This topic explains how to view chart data, configure chart features, and adjust the dashboard layout.
Entry points
Log on to the Quick BI console and use one of the following methods to create a dashboard.
Method 1: Create a dashboard from the resource entry point outside a workspace.
Method 2: Create a dashboard from the resource list within a workspace.
Method 3: Create a dashboard from the dashboard module within a workspace.
With the first three methods, no dataset is selected by default. On the edit page, click Add Chart and configure a dataset.
Method 4: Create a dashboard from the dataset list.
Method 5: Create a dashboard from the dataset edit page.
When you use Method 4 or 5 to create a dashboard from an existing dataset, its dimensions and measures automatically load into the data pane on the right. After you add a chart, you can drag these fields to the field area.
General operations
You can perform the following operations on a dashboard:
Category |
Description |
View the data presented in the chart. |
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Quickly modify a chart's title. |
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Perform operations on a chart, such as copy, move, and delete. |
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Export as a PNG, PDF, or Excel file. You can save the exported file locally or to an OSS server. |
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Adjust the position of a chart on the dashboard. |
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Use panel search to quickly find configuration items while building a dashboard. |
View chart data
To retrieve data from a chart:
On the dashboard edit page, select a chart.
Click a legend on the chart to view the data for a specific value.
For more information about how to configure chart effects, see Multi-dimensional visual analysis.
Modify a chart title
To quickly modify a chart title:
On the dashboard edit page, select a chart.
Double-click a chart title to edit it.
Manage charts
Hover over the upper-right corner of a chart and click the 
icon for the following options.
Category |
Description |
Move To |
Move the chart to a tab container. |
View Data |
View the chart's data.
Note
The View Data option is not available for a cross table or a detail table. Data is available in two formats: formatted data and raw data.
|
Copy |
Copy the chart. |
Paste |
Paste the copied chart onto the current dashboard. |
Label |
Use icons, background colors, and dimension value colors to highlight specific parts of the chart. For more information, see Labels. |
View SQL |
View the SQL query statement for the chart. |
Insert Filter |
Add a filter to the current chart. For more information, see Create a filter in a chart. |
Create Monitoring |
Monitor the metric alarms for the chart. For more information, see Configure monitoring and alarms. |
Export |
Export the chart as a PNG, PDF, or Excel file. You can save the exported file locally or to an OSS server. For more information, see Export a dashboard. |
Block Embedding |
Embeds the chart so it can be viewed by itself. |
Performance Diagnosis |
Diagnose the query performance of the current chart and provide diagnostic details and optimization suggestions. |
Refresh Data |
Refresh the chart's data. |
Full Screen |
Display the current chart in full screen mode. To exit, click Exit Full Screen. |
Delete |
Delete the current chart. |
Self-service Data Retrieval |
Create a self-service data retrieval task for the current chart.
Note
This feature is available only for cross tables, new cross tables, and detail tables. For more information, see Create and manage download tasks. |
Adjust the dashboard layout
Hover over one of the four corners of a chart. When the pointer changes to a double-headed arrow, drag to resize the chart.
Hover over a chart. When the pointer changes to a hand shape, drag to adjust the chart's position.
If a dashboard contains a large amount of content, you can use the layout scaling feature to get a global view. This feature helps you quickly locate and adjust the chart layout, improving dashboard creation efficiency.
Spacing sets the gaps between cards. The options are Compact, Loose, and Custom. If you select Compact or Loose, the system automatically adjusts the spacing between cards. If you select Custom, you can manually adjust the Card-to-card spacing and the card inner margin.
Card-to-card spacing sets the space between each card. You can manually enter the row and column spacing.
Card inner margin sets the padding (top, bottom, left, and right) within each card. You can manually enter values to adjust it.
If the dashboard layout appears too sparse due to large margins, adjust the dashboard spacing and card inner margin to set appropriate margins. This improves dashboard creation efficiency.
Panel search
On the dashboard edit page, when you configure the Theme, chart styles, and advanced analytics, use Panel Search to quickly find a configuration item. This improves report building efficiency.
Dashboard preview features
The following features are available in dashboard preview mode:
Parameter |
Description |
① View Data |
View formatted data and raw data, copy data, and export data to Excel.
|
② Metric Monitoring |
View metric monitoring details. For more information, see Metric monitoring overview. |
③ Create Monitoring |
Create a monitoring task. For more information, see Configure monitoring and alarms. |
④ Export |
Export chart data. For more information, see Export a single chart. |
⑤ Refresh Data |
Refresh chart data. |
⑥ Full Screen |
Display the chart in full screen mode. |
⑦ Add to Card Dashboard |
Add the chart to a card dashboard. For more information, see Add a card. |
⑧ Comment |
Add comments. For more information, see Manage dashboards. |
⑨ Share |
Share the card. For more information, see Share a card. |
