This section describes how to create a card chart. For more information, see Dashboard overview and Basic dashboard operations. If you need to edit or create datasets, see Create a dataset.

A card chart displays business data or sales performance, which enables you to visually gain insight into the business environment and quickly make strategic adjustments to optimize sales processes. It offers an effective and direct solution to discover and fix problems.

A card chart consists of a sequence of cards with multiple labels and metrics. Labels are determined by data dimensions, such as area. Metrics are determined by data measures, such as order quantity and order amount.

Note

For each card chart, one and only one dimension must be specified to determine labels. 1 to 10 measures can be specified to determine metrics.

The following scenario uses the company_sales_record dataset as an example.

Scenario: Compare the order quantities, order amounts, transportation costs, and profit amounts across multiple provinces

  1. Log on to the Quick BI console.
  2. Click Datasets to open the dataset management page.
  3. Select the company_sales_record dataset and click Create Dashboard.
  4. Click the Card Chart icon, and the corresponding legend is displayed.
  5. Click the Data tab to select the data dimension and data measures.
    In the Dimensions list, select province and add it to Card Labels. In the Measures list, select order_number, order_amt, shipping_cost, and profit_amt, and add them to Card Metrics, as shown in the following figure:
    Note Make sure you have changed the data type of Province from String to Location.


  6. Click Update to generate the chart.
  7. In the Style tab, you can change the title and style of the chart, and the number of cards in each row.
    • General Configuration: Specify the main title of the chart, the font color, and the background color.
    • Card Setting: Specify the template and style of the card.
    • Series Setting: Specify the alias of the metric and the number of decimal places to keep for the metric value.
  8. Click the Save icon to save the dashboard.

To delete the chart, move the mouse to the upper-right corner and click Delete in the toolbar that appears.