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Manage dashboards

Last Updated: Aug 28, 2020

Except for big screens, Data Management Service (DMS) provides another type of visualization applications: dashboards. Dashboards support automatic layout and provide interactive capabilities to help you quickly create visual reports. This topic describes features of dashboards and how to use dashboards.

Features

Dashboard collection

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The following table describes the two sections of a dashboard collection.

No. Section Description
Tree menu section You can create and edit the tree menu of a dashboard collection in this section.
Dashboard display section After you select a dashboard from the tree menu, all charts in the dashboard are displayed in this section and you can edit the charts.
  • To create a dashboard or folder, click 3 in the upper-right corner of the tree menu section.
  • In the tree menu section, you can drag a dashboard or folder and drop it to another folder.
  • If you have a large number of dashboards, you can search for a dashboard by clicking the Search icon in the upper-right corner of the tree menu section.
  • To edit, move, or delete a dashboard or folder, you can move the pointer over the More icon next to the dashboard or folder and select the required option.

Chart adding

  1. Click a dashboard from the tree menu. In the dashboard display section, click 4 in the upper-right corner. The New Chart wizard appears.

  2. Select one or more charts that you want to add to the dashboard and click Next Step.
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  3. Select a data refresh mode for each chart you selected in the previous step. You can set the data refresh mode to Manual refresh or Scheduled refresh.

    • Manual refresh: To refresh data, you need to click Sync in the upper-right corner of a chart.
    • Scheduled refresh: The system automatically polls the data source and updates data in the chart at an interval that you set in the unit of seconds.
  4. Click Save to add the one or more charts to the dashboard.

Chart management

  • To refresh data in a chart, click 7 in the upper-right corner of the chart to trigger a query and update data.

    If cache is enabled for the chart, the cached content will also be refreshed after you click this icon.

  • To edit a chart, click 8 in the upper-right corner of the chart.

  • To view a chart in full screen, click 9 in the upper-right corner of the chart.
  • To change the data refresh mode of a chart or delete a chart, click 10 in the upper-right corner of the chart to and select the required option.
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Automatic layout

  • You can drag the lower-right corner of a chart to adjust its size.
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  • You can drag the top of a chart to adjust its position.
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  • Dashboards adopt a fluid layout. When the width of the display window is equal to or greater than 768 pixels, charts on a dashboard are displayed based on specified percentages. When the width of the display window is less than 768 pixels, charts will be displayed in the mobile viewing mode.
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  • When you adjust the size or position of a chart, other charts in the same dashboard will automatically adapt to the changes, as designed in a fluid layout.

Chart interaction

You can configure interactions between charts on the same dashboard to enable chart interaction. Click 6 in the upper-right corner of a dashboard. The Linkage relationship settings dialog box appears.

  • You can configure multiple interactions for a dashboard. For each interaction, you need to specify a trigger, an associated field, and a mapping relationship between the trigger and the associated field.

    • A trigger is a field that triggers an interaction. This field can be a dimension or an aggregated measure. Only fields that are used in the selected chart, instead of all fields in the dataset model that corresponds to the selected chart, can be specified as triggers.
    • An associated field can be any field or variable in the dataset model that corresponds to the selected chart. The data type of a trigger must be the same as the data type of its associated field.
  • You can configure multiple interactions that have the same trigger, so that one trigger is associated with multiple charts. A relationship diagram is displayed on the right of the Linkage relationship settings dialog box, showing the interactions between charts.

    You can also configure multiple interactions whose associated fields belong to the same chart. All filter conditions, which are the mapping relationships defined in these interactions, take effect at the same time.

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  • After you enable chart interaction, each chart to which a trigger belongs has an icon in the upper-left corner. Move the pointer over the icon and an action prompt appears.
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    For example, you configure an interaction in which the education field of the Education-Age chart is specified as a trigger and the education field of the City-Salary chart as an associated field. When you click an element that represents a value of the education field in the Education-Age chart, the value will be used as an input parameter of the filter condition to filter data in the City-Salary chart.
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Global filter

You can configure global filters for a dashboard. Global filters allow you to filter data, within one or across multiple charts, by defining filter conditions or replacing variables. Click 12 in the upper-right corner of a dashboard. The Global filter settings dialog box appears.

  • Basic settings
    The Global filter settings dialog box is divided into three sections, including Filter list, Associated chart and Category, and Filter configuration.
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    • Filter list: In the Global filter settings dialog box, click the plus sign (+) to the right of Filter list. A global filter is created with the default name: New Filter. To rename or delete the filter, move the pointer over the filter name and click the corresponding icon that appears to the right of the filter name.
    • Associated chart and Category: In the Associated chart section, select the charts that you want to associate to the global filter. Then, in the Category section, select at least one associated field or variable that you want to associate to the global filter.
      The input of the global filter will be used as the value of the corresponding field to form a filter condition or used to replace the corresponding variable in the SQL query statement.

    • Filter configuration: Currently, you can use the following elements as global filters:

      1. Drop-down list
        Drop-down lists can only be set for global filters whose associated fields are dimensions. The options of a drop-down list are a set of distinct values of the associated field.

        • If the associated charts of a global filter are based on different datasets, the options of the drop-down list include values of all the associated fields in all the datasets.
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        • If you set Type to Drop-down menu, the system will automatically execute an SQL statement to query associated fields in the datasets and set the values of these fields as options of the drop-down list. Therefore, you can enable cache and set a validity period.

        • If you do not want the values of associated fields as options of the drop-down list, select Custom options and click the plus sign (+) that appears. In the Edit custom options dialog box, enter one pair of option text and option value per line. Separate each option text and option value with a space. If the option text and option value are the same, you only need to enter one of them.

        If you select associated variables in the Category section, you still can use field values as options of the drop-down list.
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        In the Filter configuration section, you can also enable the Multiple choice feature.

        Note: Assume that you select associated variables in the Category section and select Multiple choice for the drop-down list. When you select multiple options from the drop-down list, the selected options will be converted to 'Option 1','Option 2','Option 3' to replace the corresponding variable. Therefore, you need to include in () in the SQL statement to ensure correct execution.

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      2. Date selection
        Date selection can only be set for global filters whose associated fields are dimensions. You can specify that a selected date is converted to one of the following formats before being used in the SQL statement:

        • Date (for example. 2019-01-01)
        • Date and time, accurate to seconds (for example. 2019-01-01 12:00:00)
        • Date and time, accurate to minutes (for example, 2019-01-01 12:00)
        • Month (for example, 2019-01)
        • Week (for example, 2019-5th week)
        • Year (for example, 2019)

        You can set a default value for a date filter. The default value can be a specified date, whether the date is fixed on the timeline or moves on the timeline.

        Only date filters allow you to set a default value.

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        If you select Multiple choice for a date filter, you can only set Date format to Date, Month, or Year. To specify multiple months or years as default values, you must select dates in the corresponding months or years.

        Similar to drop-down list filters, if you select associated variables in the Category section and select Multiple choice for a date filter, you also need to modify the SQL statement to ensure correct execution.

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      3. Date range
        Date ranges can only be set for global filters whose associated fields are dimensions. The formats to which a selected date range can be converted are the same as in date filters.
        When you associate a date range filter with variables, you must select two variables, one as the start time and the other as the end time.
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      4. Text input box
        Text input boxes can only be set for global filters whose associated fields are dimensions. If you set the query mode of a text input box filter to Auto query, after you enter a value in the input box, you still need to press Enter to trigger a query.
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      5. Number range input box
        Number range input boxes can only be set for global filters whose associated fields are metrics. If you set the query mode of a number range input box filter to Auto query, after you enter a value in the input box, you still need to press Enter to trigger a query.
        When you associate a number range input box filter with variables, you must select two variables, one as the start value and the other as the end value.
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  • Filter hierarchy
    In the tree menu section, you can drag and drop filters to set a filter hierarchy. A parent filter is used as a drop-down list to filter options of its child filter.
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  • Query mode
    In the lower-right corner of the Global filter settings dialog box, you can set the query mode to Auto query or Manual query.
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    • Auto query: Any changes to the value of the filter will immediately trigger a query. Note that for text input box filters and number range input box filters, even if you set the query mode to Auto query, you still need to press Enter to trigger a query after you enter a value.

    • Manual query: If you set the query mode to Manual query, a Query button and a Reset button will appear on the right of the global filter bar. To trigger a query, select or enter a value on the left of the global filter bar and click Query.
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Chart drilling

To perform drilling in a chart, select the chart elements you want to drill on, right-click, and select a dimension you want to drill to.

Note that if a chart contains a trigger configured for chart interaction, you cannot perform drilling in the chart.

  • Each chart that allows drilling has an icon in the upper-left corner. Move the pointer over the icon and an action prompt appears.
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  • If a chart allows drilling, its drilling path will be displayed in the lower-left corner. You can drill to a level by clicking the level name in the drilling path.
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  • The drilling feature is implemented differently in charts configured by using the pivot-driven mode and in charts configured by using the chart-driven mode.

    • Pivot-driven mode
      In charts configured by using the pivot-driven mode, drilling is implemented by adding dimensions to or removing dimensions from filter conditions.

      Pivot tables support roll-up or drill-down operations. A roll-up operation is to remove a dimension from a filter condition. A drill-down operation is to add a dimension to a filter condition. Pivot tables also allow you to drill down to a row or a column.

    • Chart-driven mode

      • In table charts configured by using the chart-driven mode, drilling is implemented in a similar way it is implemented in pivot tables.
      • In other charts configured by using the chart-driven mode, a drilling operation replaces an existing dimension in a filter condition with the dimension you want to drill to. That is, data changes are presented from another perspective.

        Currently, you can perform drilling in the following types of charts configured by using the chart-driven mode:

      • Table chart
      • Bar chart
      • Line chart
      • Scatter chart
      • Pie chart
      • Funnel chart
      • Dual Y-axis chart

Procedure

Create a dashboard

  1. Log on to the DMS console.
  2. In the top navigation bar, choose Data Factory > Data Visualization.

    For more information about how to access the data visualization feature, see Access the data visualization feature.

  3. In the left-side navigation pane, click Visual.

  4. On the Visual Management page, click New Dashboard collection in the Dashboard section.
  5. In the dialog box that appears, set Name and Description.
  6. Click Save. The new dashboard collection you just created is displayed as a card in the Dashboard section.

Edit a dashboard

  1. Log on to the DMS console.
  2. In the top navigation bar, choose Data Factory > Data Visualization.

    For more information about how to access the data visualization feature, see Access the data visualization feature.

  3. In the left-side navigation pane, click Visual.

  4. On the Visual Management page, click the target dashboard collection card. You can edit the dashboard on the page that appears.

    You can also click Edit in the upper-right corner of the dashboard collection card.

  5. For more information about dashboard configuration, see Features.

Delete a dashboard

  1. Log on to the DMS console.
  2. In the top navigation bar, choose Data Factory > Data Visualization.

    For more information about how to access the data visualization feature, see Access the data visualization feature.

  3. In the left-side navigation pane, click Visual.

  4. On the Visual Management page, click Delete in the upper-right corner of the target dashboard collection card.
  5. In the message that appears, click OK. The dashboard will be immediately deleted.