DataV:Operations

(Optional) Step 1: Create a workspace

A workspace is the basic unit for DataV-Board 7.0 to develop and manage projects. After you activate DataV-Board 7.0, the system generates a default workspace for you to use. You can also create multiple workspaces and manage different projects in different workspaces to isolate projects. For more information, see Create a workspace.

Step 2: (Optional) Create a project group

A project group is used to classify the data dashboards that you have created. The data dashboards include PC dashboards and mobile dashboards. After you enable DataV-Board 7.0, the system automatically generates a group named Ungrouped. By default, the created kanban is placed in this group. You can create groups based on your business requirements and add similar dashboards to the same group. For more information, see Manage project groups.

Step 3: Prepare data

DataV-Board 7.0 allows you to access data from multiple sources, such as static data, CSV files, APIs, and RDS for MySQL. You must create a data source for DataV so that DataV can access the data from the data source and display the data on the dashboard.

1. Configure the data source whitelist.

   To ensure that DataV can access your data source, you must add the IP address of the region where the data source resides to the whitelist of your data source before you create the data source. For more information about how to configure whitelists for different regions and network types, see Configure a whitelist.

2. Create a data source. For more information, see Add a data source.

Step 4: Create a dashboard

You can select an appropriate creation method as needed:

• Create from Built-in Template: ApsaraDB for HBase provides a variety of built-in templates for you to use.

• Create based on blank kanban: You can use a blank canvas to design the content of a kanban as needed.

Step 5: Edit a dashboard

A kanban consists of various widgets. You must add the required widgets to the canvas for editing, including configuring widget styles and accessing business data for display. DataV-Board 7.0 provides default built-in widgets. If the built-in widgets cannot meet your business requirements, you can customize widgets by using widgets, design resources.

1. Edit the widget style.

   Add a widget to the canvas. On the Style tab, configure the widget style, such as color, chart margins, and coordinates. For more information, see PC components.

2. Configure the data source.

   Click a component. On the Data Source tab on the right side of the page, follow the instructions to add a data source.

   • You can use code or visualize the component data. For more information, see Configure a component data source.

   • You can customize filter code to convert data structures, filter data, and perform simple calculations. For more information, see Filter. You can also use Filter to reference global variables.

3. (Optional) Advanced configurations.

   Click a component. On the Advanced tab, configure global variables or interaction events for the component.

   • Global variables: global variables are used to define global parameters. They can be associated with a component to pass parameters between components and interact with each other. such as chart linkage and custom fields.

     Note

     Only the PC-side kanban involves configuring global variables.

   • Interaction event: the interaction between specified components when an event is triggered. For example, in a column chart, when the legend is clicked, the data of a field is imported.

4. Optional. The blueprint configurations.

   You can use the Blueprint Editor to define the interaction and behavior logic between widgets. For example, data merging and distribution among different components are implemented.

Step 6: Publish and share a dashboard

1. Publish a kanban.

   After you edit the dashboard, you must publish the dashboard. After the application is published, a kanban link is generated. You can access the kanban through the link. For more information, see Publish a dashboard.

   Note

   You can use the Snapshot management feature to synchronize the content that is published. You can then use the snapshot to return to the target kanban version for editing.

2. Share a kanban.

   After the dashboard is published, you can share the QR code and link of the dashboard with other users. At the same time, you can set an access password, perform token verification, and configure an access whitelist as needed. For more information, see Share information.

Step 7: Display a dashboard

After the dashboard is published, you can go to the Visual Studio to display the dashboard.

1. Create a presentation plan.

   You can create a presentation plan to arrange the required data billboards in sequence for subsequent overall presentation. For more information, see Create a plan.

2. Cast screen demonstration plan.

   After the presentation plan is created, the plan can be displayed on the large screen in the form of slides through the screen. You can set an access password and set the carousel effect for the screen operation. For more information, see Provisioning plan-web version and Provisioning plan-client version.