Card Kanban

Use cases

Scenario 1

Use the Card Kanban feature to track data from multiple dashboards. You can pin the specific data cards you follow to your Card Kanban, rearrange them, and save your most frequently used filter conditions.

Scenario 2

To easily share and discuss data in collaboration tools like DingTalk, WeCom, or Feishu, use the data card sharing feature in a Card Kanban or a dashboard. You can share one or more data cards to your collaboration platform for viewing and discussion, fostering a data-driven company culture.

Entry point

Navigate to My Kanban > Card Kanban to open the Card Kanban page.

Creating a Card Kanban

1. To create a new Card Kanban, click the icon to the right of Card Kanban.

   If you have not created any Card Kanbans, click Create Now.

   

2. Enter a name for the Card Kanban.

   

3. Click OK to create the Card Kanban.

4. Then, click Add Now or Add Card in the upper-right corner to add cards to the Card Kanban.

   

   For more information, see Add cards.

5. Hover over a Card Kanban and click the icon to rename or delete it.

   

6. If you have multiple Card Kanbans, you can drag them to change their order.

   

Adding cards

1. Ways to add a card

   • From a Card Kanban

     Click Add Card, select a dashboard from the list or from a data portal, select the data cards you want to add, and then click Add.

     

   • From a dashboard preview page

     On a dashboard's preview page, pin a data card to your Card Kanban as shown in the image. You can pin it to an existing Card Kanban or create a new one.

     

   • From a data portal

     On the data portal preview page, pin a data card to your Card Kanban as shown in the image. You can pin it to an existing Card Kanban or create a new one.

     

     Note

     After you add a card, its data synchronizes with the source card. The chart's appearance automatically adjusts to match the layout and style of the Card Kanban.

2. Click Go to Kanban to navigate to the corresponding Card Kanban page.

   

3. You can now see the added card on your Card Kanban.

   

Card operations

Card layout

You can drag cards on a kanban to adjust their position and size.

Rename a card

Double-click the card title to rename it.

• ① View data

  You can view formatted and raw data, copy the data, or export it to Excel.

  

• ② Export

  You can export the card as an Excel file, image, or PDF. When you export to Excel, you can choose to show or hide the watermark.

  

• ③ Create monitor

  You can create a monitor on a card. For more information, see Monitor metrics.

  

• ④ View in full screen

  View the card in full screen. Click Exit Full Screen to return to the Card Kanban.

  

• ⑤ Share card

  • You can share a single card.

    Note

    Metric relationship diagrams and metric breakdown trees cannot be shared.

    You can also share multiple cards.

  • You can share by copying a link or by sharing directly to DingTalk, WeCom, and Feishu.

    

    • The following image shows an example of sharing a card by pasting a link into a DingTalk group chat.

      

      You can click the link to view the card in the system.

      

    • When sharing to DingTalk, WeCom, or Feishu, you can select a user or user group and add a custom message.

      

      For example, when you share a single data card to a DingTalk group, the group receives the following notification.

      

      The notification includes options to Go to Dashboard, Pin Card, and View Details.

      The following page appears when you click View Details:

      

• ⑥ Delete card

  You can delete a single card.

  

  You can also delete multiple cards.

  

  After you click OK, the card is removed from the Card Kanban but is not deleted from the source dashboard.

• ⑦ Show title

  You can show or hide the card title.

  

• ⑧ Go to source dashboard

  Hover over a card and click the icon to go to the source dashboard.

  

Card data and query conditions

Query condition inheritance

When you pin a card, it inherits all applicable query conditions, including dashboard-level, tab-level, and component-level query conditions.

For example, the card "Bar Chart - Annual Sales Data" has three active query conditions: Region and Province are dashboard-level conditions, and Year is a component-level query condition.

You can pin this card to a Card Kanban as shown in the image.

On the Card Kanban, you can see that all three query conditions have been carried over to the card.

Filter value persistence

• Non-date conditions

  • Rule: Active filter values are carried over when you pin the card. You can change these values. Changes you make on the Card Kanban are saved across sessions.

  • Application example

    Pin a card to a Card Kanban as shown in the image, with the query condition set to the Northeast region.On the Card Kanban, the pinned card displays the Northeast query condition, and you can change this value.

• Date conditions

  • Rule: The filter always resets to its default value and automatically updates each time you open the kanban. For example, if the default is T-1 (yesterday), the card always shows the latest data. You can change the date for the current session, but your selection is not saved.

  • Example

    A date filter defaults to T-1. On 2023-11-22, you select 2023-11-19 and pin the card.

    

    After you pin the card, the date automatically updates to 2023-11-21 (the new T-1 value). In the future, it will always default to the T-1 date, though you can still change the date for your current viewing session.

    

Query condition updates

• Principle: Any updates to dashboard-level, tab-level, or component-level query conditions on the source dashboard automatically sync to the pinned card in the Card Kanban. A notification appears on the card to indicate that the conditions have changed.