This section describes how to go to the dashboard editing page and how to perform basic operations in the dataset selection area, dashboard configuration area, and dashboard display area.

For more information about the dashboard, see Dashboard overview.

To learn how to create charts, see Charts overview.

Go to the dashboard editing page

For Quick Basic and Quick BI Pro

  1. Log on to Quick BI console.
  2. Select Workspace > Dashboards. The dashboard management page is displayed.
  3. Select Create > Standard dashboard. The dashboard editing page is displayed.

For Quick BI Professional edition

  1. Log on to Quick BI console.
  2. Select Workspace > Dashboards. The dashboard management page is displayed.
  3. Click Create and select a dashboard display mode. The Standard Dashboard or Full-screen Dashboard.

    For more information about the Standard Dashboard, see 常规仪表板.

    For more information about the Full-screen Dashboard, see 全屏仪表板.

Dashboard partition

You can perform basic operations on a dashboard in the following areas.

  • Dataset selection area
  • Dashboard configuration area
  • Dashboard display area

Dataset selection area

You can switch from the existing dataset to another one. The fields of the new dataset are displayed in the dimension and measurement lists based on the data types preset in the system.  You can select the required dimension and measurement fields from the lists according to the data elements provided by data charts.

Dashboard configuration area

You can select the expected chart type and edit the title, layout, and legends of a chart based on your requirements.  By using the advanced feature, you can associate multiple charts to display data analysis results from multiple perspectives.  You can also filter data by using the filter feature, and insert a query control to query key data in charts.

Dashboard display area

You can drag charts to change their positions and switch chart types. For example, you can switch a bar chart to a geo bubble. Based on the components of the different charts, the system displays the missing or error element information if any. The function icons in the upper part of the dashboard display area enable you to save, preview, and create a dashboard.  The dashboard editing page provides the guiding feature, which helps you learn how to create a dashboard.