This topic describes the areas on the dashboard editing page and the basic procedure to create a dashboard.

Areas on the dashboard editing page

You can configure a dashboard in the following three areas. Areas on the dashboard editing page
No. Area Description
1 Dataset selection area You can change the dataset of a chart in the dataset selection area. Fields in the selected dataset are displayed in the dimension and measure lists based on the dataset settings. You select dimensions and measures from the lists based on the required elements of the chart that you want to create.
2 Dashboard configuration area You can click a chart on the canvas and then configure the chart in this area based on the your business requirements. For example, configure the data, title, layout, and legend pattern of the chart. On the Advanced tab, you can associate the current chart with one or more charts. This way, the data analysis results can be displayed from multiple perspectives.

You can configure filters for the current chart on the Data tab and add a filter bar widget to the dashboard. Then, you can use filters to search for key data in the charts.

3 Dashboard presentation area You can drag and drop a chart to adjust the position of the chart in the dashboard. You can also change the chart type. For example, you can change a column chart to a bubble map. After you change the chart type, the system prompts missing elements or error messages in the chart based on the required elements of the bubble map. The dashboard presentation area also provides instructions to show how to create a dashboard.

Procedure to create a dashboard

  1. Create a standard dashboard
  2. Create a full-screen dashboard
  3. Switch datasets
  4. Search for the dimensions field and the measures field
  5. Configure a chart
  6. Configure global parameters
  7. Design a theme


For information about how to create a chart, see Overview.