Business dashboard is called an important part of the management cockpit. Whether it is the management decision maker or the ordinary staff in the enterprise business process, it can be used to show the results of analysis, make the decision more quickly and accurately, promote the progress of the business process more quickly and improve the work efficiency.
The dashboard has two main functions: 1. It clearly understands its own business direction and makes better decisions; 2. It can help enterprises track performance indicators better.
So, what are the specific operational steps of the self-service dashboard in SmartBi?
1. Create a self-service dashboard
1) Click Analysis and Display in the system navigation bar to display the main menu of the “Analysis and Display” interface, and click the shortcut menu of the self-service dashboard, as shown in the figure below:
2) Enter the “New Self-service Dashboard” interface:
2. Select data sources
In the “data area” on the left, you can directly select the data source by searching, or search from the resource directory area. We select the “sales self-service data set” self-service data set created before, as shown in the figure below:
3. Add components
1) Map component
Drag the graphics component from the toolbar to the presentation area, click the Smart Configuration menu, and change to Map:
Double-click on the left resource to select “shipping province” and “sales volume”. The system will match “shipping province” to the column area and “sales volume” to the color-marked item according to the design principle of the selected map:
2) Line diagram component
Drag the graphical component from the toolbar to the left of the map, and double-click in the Resources to select Month and Sales:
Switch the graph type to line graph through the smart map menu:
3) List component
Drag and drop the list component from the toolbar below the line graph:
Double-click from the resource to select “Product Catalog Name”, “Product Name”, “Unit Price”, “Quantity”, “Discount”, the system will automatically match these fields to the list column area:
4. Switch page themes
The default self-service dashboard page theme of the system is: light color theme.
1) Select the theme TAB and select “Dark theme” from the theme options.
2) Save the current self-service dashboard to the specified directory and name it “Sales Self-service Dashboard”.
The steps for making the self-service dashboard have been listed. Have you got it?
Any component can be added to the SmartBi dashboard, including checklist, crossover, graphical components, etc. Multiple components can be placed on the dashboard and beautified with layout (height adaptive, width adaptive, free layout), thus forming a complete data analysis dashboard. In the dashboard preview interface, the results of data analysis of each component can be displayed. By sharing the dashboard, it can be provided to others for viewing. After others save the dashboard, they can edit the dashboard again without affecting the original dashboard.