A BI portal is a collection of data items, such as dashboards, workbooks, data entry forms, and external links, that are organized in a menu. You can use BI portals to create complex navigation menus for thematic analysis. You can configure basic information, navigation frames, and general controls for PC and mobile BI portals based on your data display requirements. This topic describes how to create a mobile BI portal.
Configuration descriptions
Creating a BI portal involves portal configuration and menu configuration. Some settings are shared between the PC and mobile clients and do not need to be configured separately. Other settings must be configured for each client. The details are as follows.
Portal configuration:
Basic configuration and Navigation frame must be configured separately.
Add general controls uses the same configuration as the PC client.
Menu configuration:
Only Menu display style must be configured separately.
Portal configuration
Operation entry point
To configure the mobile portal, move the client slider at the top of the page to the 
icon.
At the top of the page, click the Portal settings icon.
When you configure the menu, click Portal configuration to open the portal configuration interface.
Basic configuration
Configuration item | Description |
Global logo | Set the global display logo for the mobile client. You can select official materials or upload a custom image. The recommended size for uploaded images is 60×60 to 180×60 pixels, and the image size cannot exceed 100 KB. Note The global logo takes effect only when Navigation frame mode is set to Tile layout. To configure the global logo style, adjust the settings in the tile layout cover area configuration. |
Main title and subtitle | Enter the main title and subtitle of the current portal. The subtitle cannot exceed 1,000 characters. Note The subtitle takes effect only when Navigation frame mode is set to Tile layout. To configure the subtitle style, adjust the settings in the tile layout cover area configuration. |
View mode | Set how to open the page. You can select Open in current page or Open in new window.
|
For more information about menu page configuration, see Navigation frame
In the navigation frame, you can set Theme mode and Navigation frame mode.
Theme mode
Set the theme to Light mode or Dark mode.
Light mode
Dark mode
Navigation frame mode
You can select Top navigation layout, Bottom navigation layout, or Tile layout.
Top navigation layout
Configuration item
Configuration content
Description
Top navigation
Navigation bar height
Set the height of the navigation bar.
Navigation bar background
Set the background color of the navigation bar. You can overlay a custom uploaded image. The image must be in the JPG, JPEG, PNG, GIF, or SVG format and cannot exceed 1 MB in size.
Menu tab
Set the style, text format, and tab label width of the menu tab.
Tab style: Set the style to Bar, Text, or Block.
Tab text: Set the format for normal text and selected text on the tab label.
Label width: Set the width of the tab label. You can select Auto to automatically set the width based on the page, or set a fixed width.
Dropdown menu
Navigation menu area background
Set the background color of the navigation menu area. You can overlay a custom uploaded image. The image must be in the JPG, JPEG, PNG, GIF, or SVG format and cannot exceed 1 MB in size.
Text display
Set the style for normal text and selected text in the navigation menu area. You can customize the menu row height.
Bottom navigation layout
Configuration item
Configuration content
Description
Bottom navigation
Navigation bar height
Set the height of the navigation bar.
Navigation bar background
Set the background color of the navigation bar. You can overlay a custom uploaded image. The image must be in the JPG, JPEG, PNG, GIF, or SVG format and cannot exceed 1 MB in size.
Menu tab
Set the style and text format of the menu tab.
Tab style: Set the style to Text only or Icon + text.
Tab text: Set the style for normal text and selected text.
Dropdown menu
Navigation menu area background
Set the background color of the navigation menu area. You can overlay a custom uploaded image. The image must be in the JPG, JPEG, PNG, GIF, or SVG format and cannot exceed 1 MB in size.
Text display
Set the style for normal text and selected text in the navigation menu area. You can customize the menu row height.
Tile layout
Configuration item
Configuration content
Description
Display cover
Specify whether to display the cover area at the top of the page.
Cover area configuration
Cover area height
Set the height of the cover area.
Content area bottom margin
Set the bottom margin of the content area.
Cover area content
Global logo: Specify whether to display the global logo and adjust the logo size.
Main title and subtitle: Specify whether to display the main title and subtitle, and adjust the font format.
Alignment: Set the alignment of the main and subtitles. You can select Align left or Align center.
Cover area background
Set the background color of the cover area. You can overlay a system-provided image or upload a custom image. The uploaded image must be in the JPG, JPEG, PNG, GIF, or SVG format and cannot exceed 1 MB in size.
Content area configuration
Card area background
Set the background color of the card area. You can overlay a custom uploaded image. The image must be in the JPG, JPEG, PNG, GIF, or SVG format and cannot exceed 1 MB in size.
Card spacing
Set the spacing between cards.
Card title
Set the font format of the card area title.
Menu name
Set the font format of the menu name in the card area.
Maximum number per row
Set the maximum number of menus that can be displayed per row.
Icon display size
Set the display size of icons in the menu bar.
Page background
Set the background color of the page. You can overlay a custom uploaded image. The image must be in the JPG, JPEG, PNG, GIF, or SVG format and cannot exceed 1 MB in size.
Page margin
Set the top, bottom, left, and right margins of the page. Click the
icon on the left to set the same value for the top and bottom margins. Click the icon on the right to set the same value for the left and right margins.
Enable report navigation display
Specify whether to display report navigation at the top of the page. The style of this navigation follows the style settings of the top navigation mode.
This option is selected by default in the tile layout. If this option is selected, a navigation path that consists of menus at each level is displayed at the top of the page when users view reports in the BI portal. This helps users understand the location of the current report and quickly go to related pages.
In the tile layout, the homepage can display up to two levels of portal menus. If the menu has more than two levels:
If report navigation display is enabled, you can click a node and then switch to the next level from the navigation bar at the top of the page to view related content.
If report navigation display is disabled, you can click a node and then switch to the next level from the pop-up window at the bottom of the page to view related content.
Add general controls
The settings for general controls are the same for the mobile and PC clients.
Configuration item | Description |
Menu cache | Select this option to cache menus. If you open multiple menus, they do not need to reload when you switch between them. |
Portal alias | Specify an alias for the BI portal. The alias is added to the portal URL. For example, if you enter 1, the portal alias is:
Note The content that you enter must comply with laws and regulations. Do not enter any illegal, pornographic, reactionary, or unethical information. |
Menu configuration
For the mobile client, only the Menu display style requires separate configuration. All other settings are the same as those for the PC client.
On the BI portal edit page, click the target menu to open the Configure Menu page.
On the Configure Menu page, configure Portal menu, System features, and Menu settings.
Portal menu configuration
① Add a main menu. This is a level-1 menu.
② Add level-2 and lower-level menus.
③ Set a menu as the homepage. The homepage is then displayed by default when you open the BI portal.
④ Delete menus.
System features settings
You can add the Menu search feature as shown in the following figure.
More icon display logic:
If the total width of the level-1 navigation in the Top Navigation Bar (①) exceeds the screen width, the More icon is automatically displayed.
If the Bottom Navigation Bar (②) has more than five level-1 navigation items, the More icon is automatically displayed.
Click the More icon to open the portal menu list page.
If the Menu search feature is enabled, you can search for menu names.
On the mobile client, configure the Background fill color, Icon color, and Border color for the menu search box, and the text style for the Empty and Input states.
Menu settings
Configuration item
Description
Menu name
The name of the menu.
Allow collapse
Specifies whether the menu can be collapsed.
Default collapse
Specifies the default state of the menu.
NoteYou can set this option only if Allow collapse is selected.
Node type
Set the node type to content node or empty node.
If a node is a parent node, you can set it as an empty node.
When you add a child node, the parent node automatically becomes an empty node. If the parent node was a content node, its content is cleared.
Content type
You can set the content type to Space resource or External link. For a mobile BI portal, only the following types of Space resource are supported:
Dashboard
Workbook
Data entry
View mode
The supported modes are Open in current page, Open in new window, and Current page and new window.
NoteYou can set this option only if the menu is not set as an empty node.
If you have selected a unified page opening method in the site configuration, you cannot customize the opening method for a single menu page. To customize the opening method for a single menu page, change the setting to Customize the view mode for each menu page.
Menu display style
You can show or hide the Menu display, select Show icon, and configure the icon size, the menu icon for normal and selected states, and the spacing between the icon and text.
You can customize the display status of the menu on the PC or mobile client. If you choose to hide the menu on the mobile client, the menu and its child menus are not displayed. The menu display on the PC client is not affected. To configure the menu display on the PC client, make the settings when you create a PC BI portal.
The menu icon supports Use material or Custom image.
Use material
Custom image
You can upload a local image (①) or upload an image using a URL (②).
Click Save to complete the menu configuration.
Theme configuration
On the BI portal edit page, click the
icon in the upper-right corner. In the panel that appears, find the mode switch icon at the bottom to switch between the light and dark themes for the BI portal.
NoteThe theme mode switch applies at the account level, not the module level. For example, if you switch a workbook to light mode, other modules that support theme switching, such as dashboards and data entry forms, also switch to light mode.
① Light mode
② Dark mode
③ Follow system
This option follows the system style set in the custom configurations.
For more information, see System theme customization.
NoteYou can set the system style only in Tennant Management. Module-level settings override organization-level settings.