Data Management:Manage dashboards

Dashboard editor

Features

Add charts

1. In the dashboard that you want to manage, click the icon in the upper-right corner. A dialog box that displays a list of charts appears.
2. Select one or more charts that you want to add to the dashboard and click Next Step.
   
3. Select a data refresh mode for each chart you selected in the previous step. The following two modes are supported:
   • Manual refresh: You can update data by clicking the icon in the upper-right corner of a chart.
   • Scheduled refresh: The system automatically polls the data source and updates data in the chart at the specified interval in the unit of seconds.
4. Click Save to add the chart to the dashboard.

Configure charts

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

  Note If caching is enabled for the chart, the cached content is also refreshed when you click this icon.

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

• To view a chart in full screen, click the icon in the upper-right corner of the chart.

• To change the data refresh mode of a chart or delete a chart, click the icon and select an item based on your business requirements.

Use the automatic layout feature

• You can drag the lower-right corner of a chart to resize it.
• You can drag the upper part of the chart to adjust its position.
• Dashboards adopt a fluid layout. If the width of the display window is equal to or greater than 768 pixels, charts on a dashboard are displayed based on specified percentages. If the width of the display window is less than 768 pixels, charts are displayed in mobile viewing mode.

• When you adjust the size or position of a chart, other charts in the same dashboard automatically adapt to the changes, as designed in a fluid layout.

Configure chart interactions

You can configure interactions between charts on the same dashboard. Click the icon in the upper-right corner of the 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 used in 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 that 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.

  Note 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.
  

• For a chart that serves as a trigger, an icon indicating the chart is linkable is displayed in the upper-left corner of the chart.

  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 of the Education-Age chart, the corresponding education value is used as an input parameter of the filter condition to filter data in the City-Salary chart.

Configure global filters

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 the icon 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: Filter list, Associated charts and Category, and Filter configuration.

  • Filter list: In the Global filter settings dialog box, click the plus sign + in the upper part of the Filter list section. 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 charts and Category: In the Associated charts section, select one or more charts you want to associate with the global filter. Then, in the Category section, select at least one associated field or variable that you want to associate with 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: You can use the following elements as global filters:

    1. Drop-down list

       Drop-down lists can be set only 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.

       • If you set Type to Drop-down list, the system automatically executes an SQL statement to query associated fields in the datasets and sets 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 to use 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, define an option per line by entering the option text and option value. Separate the option text and option value with a space. If the option text and option value are the same, only 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.

       • In the Filter configuration section, you can also select Multiple choice.

         Note Assume that you set associated variables in the Category section and enable Multiple choice for the drop-down list. If you select multiple options from the drop-down list, the selected options are 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.
         
    2. Date selection
       • Date selection can be set only 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 (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.

         Note You can set default values only for date filters.
         

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

         Note If you set associated variables in the Category section, make sure that the syntax of your SQL statement is valid.
         
    3. Date range

       Date ranges can be set only for global filters whose associated fields are dimensions. The formats to which a selected date range can be converted are the same as those for 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.

       
    4. Text input box

       Text input boxes can be set only 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 the Enter key to trigger a query.

       
    5. Number range input box

       Number range input boxes can be set only 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 the Enter key 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.

       
• Filter hierarchy

  In the navigation tree, 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.

  
• 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.

  

  • Auto query: Changes to the value of the filter immediately trigger a query. 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 the Enter key 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 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.

    

Perform drilling in a chart

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

• If a chart supports drilling, an icon indicating the chart is drillable appears in the upper-left corner of the chart.
• If a chart allows drilling, its drilling path is displayed in the lower-left corner of the chart. You can drill to a level by clicking the level name in the drilling path.

  For example, you can select Shanghai, Shenzhen, and Guangzhou in the chart to drill to the education field. This way, the chart displays the education level and salary distribution in Shanghai, Shenzhen, and Guangzhou.

• The drilling feature is implemented differently in charts configured by using the pivot-driven mode than 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.

    Note 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 as 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. This way, data changes are presented from another perspective.
    You can perform drilling in the following types of charts configured by using the chart-driven mode:

    • Table chart
    • Column chart
    • Line chart
    • Scatter chart
    • Pie chart
    • Funnel chart
    • Dual y-axis chart

Create a dashboard

1. Log on to the DMS console V5.0.
2. In the top navigation bar, choose DTS > Data Application > Data Visualization (Old).
3. In the left-side navigation pane, click Data Display.
4. On the Resource 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 is displayed in the Dashboard section.

Edit a dashboard

1. Log on to the DMS console V5.0.
2. In the top navigation bar, choose DTS > Data Application > Data Visualization (Old).
3. In the left-side navigation pane, click Data Display.
4. On the Resource Management page, click the dashboard you want to manage to go to the dashboard edit page.
   Note You can also click the icon to go to the dashboard edit page.

   For more information about how to configure a dashboard, see Features.

Delete a dashboard

1. Log on to the DMS console V5.0.
2. In the top navigation bar, choose DTS > Data Application > Data Visualization (Old).
3. In the left-side navigation pane, click Data Display.
4. On the Resource Management page, you can click the icon to delete the dashboard.
5. In the dialog box that appears, click OK.