This topic describes how to go to the Dashboards page and perform basic dashboard operations.

For more information about dashboards, see Dashboard overview.

To learn how to create charts, see Create charts in a dashboard.

Go to the Dashboards page

Quick BI Quick BI Pro

  1. Log on to the Quick BI console.
  2. Click Workspace > Dashboards to go to the Dashboards page.
  3. Click Create Dashboard > Standard to go to the dashboard editing page.

Quick BI Professional edition

  1. Log on to the Quick BI console.
  2. Click Workspace > Dashboards to go to the Dashboards page.
  3. Hover your mouse cursor over Create Dashboard button and select a display mode. Click the display mode, as shown in the following figure.

    For more information about how to create standard dashboards, see Standard dashboards.

    For more information about how to create full-screen dashboards, see Full-screen dashboards.

Areas of a dashboard

You can perform basic dashboard operations in the following three areas.

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

Dataset selection area

In the dataset selection area, you can switch from an existing dataset to another dataset. Based on the preset data types, the fields of the new dataset are displayed in the dimension list and the measure list. You can select dimension and measure fields based on the data elements in the chart.

Dashboard configuration area

In the dashboard configuration area, you can select a chart type, and edit the title, layout, and legend pattern of the chart. In Advanced Settings, you can relate multiple charts and display analysis results from multiple perspectives. You can filter data using Filters. You can also insert a filter bar to search any key metric in a chart.

Dashboard display area

In the dashboard display area, you can drag and drop a chart to change its position as you like. You can also change the chart type based on your needs. For example, you can change a column chart to a geo bubble map. The system will display the missing or error elements based on the basic components of different charts. The dashboard provides a guide feature to help you learn how to create a dashboard.