Create a Dashboard

Use this document to create a dashboard by combining charts, filter widgets, and text components.

Before You Start

• You have logged in to FineBI Next.
• You have access to a project where you can edit content.
• You have created at least one chart.

What a Dashboard Does

A dashboard combines components on one page. You can use a dashboard to organize analysis results, present key information, and help viewers understand the message behind your data.

After you create charts, add them to a dashboard for centralized display.

Creating a Dashboard

1. Open a project.
2. Click +.
3. Select Dashboard.
4. Create a blank dashboard.

Screenshot needed: Create a blank dashboard from a project.

Adding a Chart

1. In the chart list on the left, drag the chart that you created to the dashboard.
2. Adjust the position and size of the chart.
3. Save the dashboard.

Screenshot needed: Drag a chart to a dashboard.

Screenshot needed: Adjust the position and size of a chart.

Adding a Filter Widget

Add a filter widget when viewers need to filter dashboard data by field values.

The following example adds a drop-down list to filter sales amount by sales region.

1. Click + Widget.
2. Select Drop-down List.
3. Drag the drop-down list widget to the dashboard.
4. Select the drop-down list widget.
5. Click Bind Filter Field.
6. Bind the field that you want to use as the filter field, such as Region.
7. Select a value in the drop-down list and check whether the chart updates correctly.

Screenshot needed: Add a drop-down list widget to a dashboard.

Screenshot needed: Bind a filter field to the drop-down list widget.

Screenshot needed: Filter a dashboard chart by region.

Adding Text

Add text when you need a title, explanation, or note on the dashboard.

1. Click More.
2. Drag a title component to the dashboard.
3. Select the title component.
4. Edit the title content on the right panel.
5. Set the text style.

For example, add a dashboard title such as Sales Data Analysis for September 2022.

Screenshot needed: Add a title component to a dashboard.

Screenshot needed: Edit title content and text style.

Adding Interactions

You can add interactions such as drill-down and linkage to make dashboard data easier to explore.

• Use drill-down when viewers need to move from summary data to more detailed data.
• Use linkage when viewers need one component to filter or affect another component.

Result

After you complete the configuration, the dashboard displays charts, filters, and text on one page. Viewers can use the dashboard to review and explore analysis results.

Next Steps

• Create Charts
• Drill Down into Charts
• Create a Storyboard
• Publish Content