This topic describes how to edit a dashboard.

You can perform the following editing operations in a dashboard:
  • Set dashboard parameters.
    • In the upper-left corner, you can click the current dashboard name to modify the dashboard name.
    • Add elements to the dashboard. For example, you can add markdown charts, customized charts, texts, icons, and other elements as needed.
    • Add a line to connect two charts. Lines are automatically adjusted according to the chart location.
    • Add a filter. A filter can filter specific chart data when the dashboard is in the displaying mode.
    • Set the dashboard to show grid lines.
    • Set chart properties by using the tools in the menu bar.
  • Set a chart.

    You can modify the query statement represented by a chart and the chart properties, or set a drill-down analysis.

Note You must click Save in the upper-right corner after you make any modifications to a dashboard in editing mode. Otherwise, your changes will not be saved when you exit editing mode.

Add an element to a dashboard



  • Icons

    To add an icon to the dashboard, click the icon tool in the ribbon, select the target icon, and then drag the icon to where you want to position it in the dashboard.



  • Text

    To add text to the dashboard, drag the text icon to the target position in the dashboard. Then, double click the text box to add text.



  • Markdown chart

    To add a markdown chart to the dashboard, first drag the markdown tool icon from the ribbon to the target position in the dashboard. To edit the markdown box, move your pointer to the upper-right corner of the markdown box, click the More Options icon and then click Edit.



  • Filter

    A filter can be used to narrow down your query scope or replace variables in the dashboard.

    To add a filter to the dashboard, click the filter tool icon in the ribbon, and then set a filter in the displayed page. By default, a filter is added to the upper-left corner of the dashboard. To modify the filter settings, move your pointer to the upper-right corner of the filter box, click the More Options icon and then click Edit.



  • SVG file
    To add an SVG file to the dashboard, click the SVG tool icon in the ribbon, and then click the gray area in the displayed dialog box to select an SVG file from your local directory or drag and drop an SVG file to the gray area in the displayed dialog box.
    Note The maximum size of an SVG file is 10 kb.
  • Image from the Web

    To add an image from a website to the dashboard, click the Image icon in the ribbon, enter or paste the URL of the image in the displayed dialog box, and then click OK.

Set the dashboard layout

In editing mode, all the charts and elements in the dashboard can be dragged to any position or resized while maintaining proportions (except for lines used to connect charts and elements). The limit of the dashboard on the horizontal display is 1000 pixels (the vertical display has no pixel limit). o accurately set the position of a chart and the spacing between charts, we recommend that you click Show Grid Lines in the upper-right corner before setting the dashboard layout.

You can perform the following operations:

  • Adjust chart position
    • Directly drag the target chart.
    • Select the target chart, and then set the L value and the T value in the ribbon.


  • Adjust the width and height of a chart
    • Select the target chart, and then drag the lower-right corner of the chart to resize the chart.
    • Select the target chart, and then set the L value and the T value in the ribbon.


  • Add a line to connect two charts
    To connect a source chart with a destination chart by using a line, follow these steps:
    1. Select the source chart.
    2. Click and hold a sizing handle on the outline of the source chart and drag it to one side of the destination chart.
    3. Release your cursor when the target side of the destination chart becomes blue.

    After, when you adjust the position and size of a chart that is connected with any other chart through a line, the line moves in proportion.



  • Set the chart layer

    To set the chart layer, select the target chart, and then click the Move Layer to Top icon or Move Layer to Bottom icon in the ribbon.



Modify a chart

In editing mode, you can modify a chart in a dashboard by performing the following operations:
  • Edit a chart.

    You can modify the query statement represented by a chart and the chart properties, set a drill-down analysis, and perform other operations.

    1. In the upper-right corner of the dashboard, click Edit.
    2. In the upper-right corner of the target chart, click the More Options icon and then click Edit.
    3. In the displayed dialog box, modify the query statement, or set Properties, Data Source or Interactive Behavior.
    4. Click Preview, and then click OK.
    5. In the upper-right corner of the dashboard, click Save.


  • Copy a chart

    You can create a copy of a chart to preserve all current settings of the chart.

    1. In the upper-right corner of the dashboard, click Edit.
    2. In the upper-right corner of the target chart, click the More Optionsicon and then click Copy.
    3. Drag the replicate chart to a new position and release.
    4. In the upper-right corner of the dashboard, click Save.


  • Delete a chart
    1. In the upper-right corner of the dashboard, click Edit.
    2. In the upper-right corner of the target chart, click the More Options icon and then click Delete.
    3. In the upper-right corner of the dashboard, click Save.