Quick Tracking:Visualization Dashboard

Function overview

Different business roles have different data viewing needs. For example:

• Management needs to regularly review core business data such as cumulative users, daily active users, and transaction payments.

• After a new product version is released, product managers need to monitor daily active users, retention rates, feature clicks, and other product metrics.

• Campaign operators need to review performance data for recurring in-app campaigns to adjust their strategies.

• Dashboards are divided into preset dashboards and custom dashboards (My Dashboard). Preset dashboards display core metrics for selected products, helping you monitor key indicators at a glance. Custom dashboards can be created, configured, and shared with other accounts.

In addition to preset dashboards, the system provides analysis models such as event analysis, funnel analysis, and session analysis. You can define custom metrics, create reports, and add them to your own dashboards.

Actions guide

1. Page composition

The Visualization Dashboard consists of the following parts:

1. Filter box: Filter and switch between dashboards for different applications or organizations.

2. Menu bar: Switch between dashboards, and create new dashboards or groups.

3. Upper-right function area: Includes time filtering, platform switching, global filtering, adding dashboard components, and dashboard editing and management.

4. Data display area: Displays all report data added to the dashboard.

2. Actions guide

「2.1 Create visualization dashboard」

• Click the 「New」 button in the menu bar and select new dashboard. In the dialog box that appears, fill in the following information.

  

1. Dashboard name: Required. Customize the name based on your business needs.

2. Dashboard type: System built-in dashboards come with preconfigured content and cannot be modified. Custom dashboards start empty and allow you to add different types of components.

3. Field: If you click new dashboard under the preset dashboard section in the menu bar, the dashboard is created as a preset dashboard. If you click new dashboard under the My Dashboard section, it is created as a custom dashboard.

4. Group: Specifies which group the dashboard belongs to in the menu bar. If no group exists, create one in the 「New Group」 section. You can customize the group name based on your business needs.

5. Time picker: Enabled by default. When enabled, the time picker appears in the upper-right corner of the dashboard, allowing you to select the time range for dashboard data. When disabled, the time picker is hidden.

6. Dashboard description: Optional. Customize based on your business needs.

7. Sharing settings: When creating a dashboard under My Dashboard, you can select specific accounts to share the dashboard with.

• After filling in the required information, click the confirm button to create a blank dashboard.

「2.2 Add associated chart」

• On a blank dashboard, click the 「Add Chart」 button. You can select 「Chart Component」, 「Text Component」, or 「Model component」.

• When you select 「Chart Component」, a chart settings dialog box appears. Fill in the required information to complete the creation.

「Create chart component」

1. Associated report: Select a report that has been created and saved in Behavior Analysis. If the desired report does not exist, click create now to create one using a different analysis model.

2. Chart display name: Defaults to the associated report name. You can customize it.

3. Chart description: Optional. Describe the chart, such as the metric definition and calculation method.

4. Display type: Line Chart, Indicator, Column Chart, Ranking, Pie Chart, Table, Indicator Trend Chart, Sankey Chart, Stacked Chart, Line Chart, and Table.

5. Card layout: Select different card sizes based on the chart display type.

6. Advanced settings: Optional. Configure the default time granularity and default metric category based on the report type. You can also enable or disable the filter toggle on the dashboard.

「Create text component」

Click 「Add Chart」 and select a text widget. A blank text widget is added to the current dashboard.

1. Rich text editor: Supports text editing, text background editing, component background color editing, text alignment editing, and inserting hyperlinks.

2. Menu key: The menu icon on the right side of the text box allows you to delete or copy the current text widget.

「Create Model Assembly」

Click 「Add Chart」 and select Add Model Component. In the dialog box that appears, select a model type. Two model types are supported: the metric matrix model and the pyramid model.

「Indicator Matrix Model」

1. Model classification: Horizontal matrix or vertical matrix.

2. Display name: Required. Customize based on your business content.

3. Set the time: Defaults to the past 7 days. Click the time box to select a different range.

4. Node editing: Supports single-metric event analysis reports or session analysis reports without grouping, and supports grouping by all users. You can enable level-2 titles for a node. You can enable up to five nodes, add two level-2 titles to each node, and add three metrics to each level-2 title.

5. Calculated Metrics Same as Month-on-Month: Select whether to display year-on-year and month-on-month comparison data on the dashboard.

「Pyramid Model」

1. Model classification: Inverted pyramid or positive pyramid.

2. Display name: Required. Customize based on your business content.

3. Set the time: Defaults to the past 7 days. Click the time box to select a different range.

4. Node editing: Supports single-metric event analysis reports or session analysis reports without grouping, and supports grouping by all users.

When you enable conversion rate calculation, the total conversion rate and per-node conversion rates are displayed on the dashboard. You can add up to five nodes.

[2.3 Edit Dashboard]

In the upper-right corner of the dashboard, use the 「time picker」, 「global filter」, 「add chart」, and 「dashboard editing and management」 options to filter, add, manage, and edit dashboard content.

• Time picker: Defaults to the past seven days. Click the time box to select a different range.

  

• Global filtering: Global filtering supports property filtering and audience filtering.

Attribute filtering rule description:

1. When filtering by 「event attribute」, if the dashboard contains events that do not have this attribute, the filter is automatically ignored for those events. Only events with the specified attribute are filtered and calculated.

2. If the dashboard includes an 「attribute analysis」 metric report, only the 「User Attributes」 filter takes effect for that report.

3. If the dashboard includes a 「User Cohort」 metric report, no filter criteria will take effect for that report.

Audience filtering allows you to select the created audience.

• Add Chart: Add 「Chart Component」, 「Text Component」, and 「Model Component」;

• Dashboard editing and management: dashboard editing and management supports 「Resident Filter」, 「Edit Dashboard」, 「Copy Dashboard」, 「Subscribe to Dashboard」, 「Delete Dashboard」, 「Export Dashboard」, and 「Force Refresh」.

[2.4 Produce Report]

Go to Behavior Analysis > Behavior Insight > Analysis. Select a behavior analysis type based on the metrics you want to analyze, then configure data metrics and filter conditions. The following example uses event analysis:

• After selecting the metrics and conditions, click the 「Start Analysis」 button. The corresponding data report is displayed below.

• Click Save in the upper-right corner to save the report and associate it with a dashboard.

-- How the time period selected when saving affects the report:

1. Relative time period: The report date adjusts according to the time selected on the dashboard.

2. Fixed time period: The report date remains unchanged regardless of the dashboard time selection.

3. No time period selected: The report date follows the time selected on the dashboard.

• Click the More button to view a list of saved reports.

[2.5 Add Report to Dashboard]

You can add a saved report to a dashboard.

1. Enter the report display name.

2. Select the target dashboard.

3. Select the type of the chart.

4. Select the chart display layout on the dashboard.

• Finally, click [OK].

Note: How the dashboard time interacts with the report time: