The presentation area of a dashboard supports the following widget types. You can double-click or drag a widget to add it to the presentation area of a dashboard.

  • Filter bar
  • Text area
  • IFrame
  • TAB
  • Image

Filter bar

You can use a filter bar to search data in one or more charts.

  1. Click a filter bar.
  2. Select a dataset, and select the fields to be added to the filter bar, as shown in the following figure.


Currently, a filter bar supports filter interactions between charts of the current dataset or charts of different datasets.

Filter interaction example for the current dataset

  1. Select Current Dataset. In the current dataset field list, select the charts by the field type.
  2. Click Style to edit the display name of the filter bar.
  3. Click Search to filter the associated charts.

Filter interaction example for different datasets

Filter bars can also filter data from different datasets. However, in the associated items, the data members must have the same fields. Otherwise, the interaction does not work.

  1. Select a chart, such as a table.
  2. Select the required fields, and then click Update.
  3. Click the Style tab, and then change the display name and layout of the table. For example, set the display name of the table to overseas data.
  4. Click the icon that switches datasets to change to another dataset.
  5. Select a chart, such as a table.
  6. Select the required fields, and then click Update.
  7. Click the Style tab, and then change the display name and layout of the table. For example, set the display name of the table to domestic data.
  8. Click the Filter Bar icon, and then select the dataset and add filter fields to the filter bar.
  9. Select Other Dataset. In the Other Dataset list, select the associated items based on the field type.
  10. Click the Style tab to specify the display name of the widget.
  11. Click Search to update the charts filtered by the fields.

Cascade filter example

The filter bar supports cascade filter, which simplifies the steps of setting multiple filters.

  1. Create line charts on the dashboard editing page.
  2. Click the filter bar widget and then select the dataset and the fields to be filtered. In this example, we select the province field as the filter.
  3. Click the cascade icon. On the Configure Field Cascade page, click + Add cascading relationship to add the fields to be cascaded, and then click OK. In this example, we select the city field and the product type field.
    Note
    • The cascade filter supports three-level cascades, with lines connected between the parent nodes and child nodes.
    • The cascade filter supports renaming the cascade fields.
  4. Click Set Filter to set the filters and then click OK. In this example, we select Tile cascade display and Multiple Select.
    Note The cascade display supports Tree cascade display and Tile cascade display. You can select Cognate inheritance and Manually set default values.
  5. In the search widget, click Search. The result is shown .
    Note To view the detailed information of the cascade, you can hover over the cascade icon in the upper-right corner.

Filter data in a date range

When you filter data in date type, you can select the date range of the filter, manually set default values, and customize shortcuts.

  1. In the Data tab, select the dataset and the fields to be filtered, such as order date (month).
  2. Select a chart that needs to be filtered, and then click Set Time Range.
  3. In the Set Time Range dialog box, enable Set Time Range, specify the time range, and then click OK.
  4. Select Manually set default values or Customize shortcuts to select a date range, and then click OK.
    Note The date currently supports types of month and day for you to customize the date range.
  5. Click Search. All the charts that are filtered by the widget are updated.

Filter text data

When you filter data in text type, you can set the enumeration range.

  1. In the Data tab, select the dataset and fields to be filtered, such as product package.
  2. Select a chart that needs to be used, and then click Set Enumeration Range.
  3. In the Enumeration Range dialog box, enable Set Enumeration Range, click Manually set values or add available values such as Small Box, Large Box, and Medium Box, and then click OK.

  4. Select Filter by Enumeration and Multiple Select, and then click the drop-down menu. The system automatically adds the available values of this field to the filter bar, as shown in the following figure.


  5. Manually specify the value or select the available values for the field to be filtered, and then click OK > OK.
  6. Click Search. The charts that are filtered by the filter bar are updated.

Text area

You can use a text area to enter text. For example, you can use this to create the report title.

  1. Click the Text Area icon, and a text area appears in the dashboard display area.
  2. Enter text, as shown in the following figure.


IFrame

You can use iFrames to insert required web pages to filter web data and browse web pages related to the current data in real time.

  1. Click the IFrame icon, and an iFrame appears in the dashboard display area.
  2. In the URL input box, enter the URL.
    Note You must use an https URL.

TAB

You can use TAB to present charts in the form of multiple tabs.

  1. Click the TAB icon, and a TAB appears in the dashboard display area.
  2. In the TAB editing menu, you can add, move, hide, or delete tabs, as shown in the following figure.


  3. Select a TAB to insert charts. For example, click TAB1, and TAB1 is highlighted with a blue line.
  4. Click a chart icon to add a chart, and the selected chart is added to TAB1. Alternatively, you can choose More > Move to in the upper-right corner to move the existing chart to TAB1, as shown in the following figure.


  5. Follow the procedure to create a chart.

Image

  1. Click the Image icon, and an image appears in the dashboard display area.
  2. Enter the URL of the image.
  3. Configure the style of the image, as shown in the following figure.