Indicator Dashboard

Notes and Constraints

• The dimension axis is determined by the dimensions of the data and at least one dimension must be selected, such as date, province, or product type.
• The metric axis is determined by the metrics of the data and at least one metric must be selected, such as order quantity.

Procedure

1. In the top navigation bar on the dashboard creation page, click to create an indicator dashboard.
2. Select a dataset in the Data area.
3. Set parameters on the Field, Style, and Advanced tabs.

4. Click Update. The system automatically updates the chart.
   Figure 1 Indicator dashboard
   

Field

1. In the Data area on the right, select a dataset, and double-click or drag required dimension and metric fields to the corresponding areas on the Fields tab.

   Table 1 Parameters on the Field tab

   Parameter	Description
   Field display content	Click in the column and click Field display content to modify the field display content on the displayed page. Click OK.
   Aggregation Method	Select Aggregation Method and click to support setting of no aggregation, sum, count, distinct count, maximum value, minimum value, average value, population standard deviation, sample standard deviation, sample variance, range start value, and range end value.
   Drilldown	You can enable drilldown for dimension fields. For example, you can view data at different levels of granularity, ranging from years down to quarters, months, weeks, days, hours, minutes, and even seconds, depending on the time dimension. Click the field () in the column and drag the field of the target location to be drilled down to the Drilldown area. Click Update to test whether the drilldown function is set successfully. NOTE: Drill-down is only supported for dimension fields, not for metric fields. You can only select one field as the starting point for drill-down. When drilling down on time, the system will automatically add the subdivided time periods to the drill-down order list and include them in the sorting field (fields that are already in the sorting field will not be added again). Drill-down icons should be highlighted for fields that have already been drilled down. If you remove the drill-down field from the dimension, the entire drill-down function box will disappear.

2. Set a filter.
   1. Drag dimension and metric fields to the Filter area.
   2. Click next to a field in the Filter area.
   3. In the displayed Set Filter dialog box, set the parameters and click OK.

      Table 2 Filter parameters

      Type	Parameter	Description
      String	Condition	Filter Mode: The options are Condition and Enumeration. Condition Type: The options are And condition and Or condition. Filter Condition: The options are Exact match, Contain, Start with, End with, Not match, Not contain, Null, and Not null.
      	Enumeration	Query Mode: The options are Single-select and multi-select. Filter Condition: The options are >, ≥, <, ≤, =, ≠, Null, and Not null.
      Metric	Condition Type	The options are And condition and Or condition.
      	Filter Condition	The options are >, ≥, <, ≤, =, ≠, Null, and Not null. You can select Before aggregation and After aggregation for data. NOTE: If you select Before aggregation, data is filtered before aggregation. If you select After aggregation, data is filtered after aggregation. For aggregation concepts, see Creating a Dataset. You can click Create Filter Condition to set multiple filter criteria.
      Date	Range value	Select a time range for filtering.
      	Single value	Set a single time for filtering.
      	Condition	You can select And condition or Or condition as the condition type and select filter condition like >, ≥, <, ≤, and =. You can click Create Filter Condition to set multiple filter criteria.

3. Set sorting and find the data field you need in the dimension and metric lists within the data column.

   In the dimension list, drag and drop the product type and product name to the Filter area.

   In the metric list, drag and drop the product price to the Filter area.

   • Set sorting.

     Click of the sorting field and choose the desired order. The following sorting settings are supported: no sorting, ascending, descending, and custom. You can also click the no sorting icon (), ascending icon (), or descending icon () in the intelligent chart.

4. Set the maximum number of query results.

   Enter the maximum number of records that can be returned in the text box. The default value is 1000.

5. Set automatic refresh.

   The auto refresh interval supports the following options: no refresh, 1 minute, 5 minutes, 15 minutes, and 30 minutes.

Style

• Set the style.

  Set the style parameters of an indicator dashboard.

  Table 3 Basic Settings

  Parameter	Description
  Card Title	Whether to display the card title. If selected, the card title is displayed in the upper left corner of the chart.
  Text	Set the text size and click to select the text color.
  Alignment	Set the alignment mode, which can be left alignment or center alignment.
  Bottom Margin	Set the distance between the card title and the chart.
  Divider	Whether to display the divider. You can set the size, color, and bottom margin of the divider.
  Card Background	Whether to display the card background. Click to select a background color.
  Status Icon	Whether to display the status icon. You can set the display mode and color of icons. The display modes include Always display and Hover display.
  Hide Panel Operations	You can customize whether to display in the upper right corner of the chart.
  Panel No Padding	You can customize whether to cancel card padding.

  Table 4 Indicator content

  Parameter	Description
  Indicator Relationship	Set the relationship between indicators as parallel or primary-secondary.
  Indicator Location	You can choose to align indicators to the left or center.
  Content Alignment Mode	You can choose to align content to the left or center.
  Show Dimension Name	You can choose whether to display the name of the dimension in the indicator dashboard.
  Value Settings	Set the context, unit, whether to use scientific notation, thousand separator, and decimal places for displaying data.
  Text Settings	Set whether to display the indicator decorative chart and the location, color, type and style of the chart.

  Table 5 Indicator layout

  Parameter	Description
  Indicator Display Mode	You can choose between sliding indicators left and right or displaying them in a wrap format.
  Maximum Records in Each Line	You can choose how many indicator blocks to display per row on your indicator dashboard.
  Indicator Separation	You can choose to have dividers between your indicators or not.
  Divider Color	You can set the color of the divider.

  Table 6 Series settings

  Parameter	Description
  Prefix	Add a prefix to the displayed field in the indicator dashboard, such as ¥.
  Suffix	Add a suffix to the displayed field in the indicator dashboard, such as CNY.
  Context	Set the context for the series, supporting Simplified Chinese and English.
  Unit	Units support automatic, none, hundred, thousand, ten thousand, hundred million, ten billion, and trillion.
  Scientific Notation	Support the use of scientific notation.
  Use thousands separator	Whether or not to use thousands separators.
  Decimal Places	Whether or not to support decimal places.

  Table 7 Condition format

  Parameter	Description
  YoY	You can set the year-on-year comparison for data on the indicator dashboard.
  PoP	You can set the period-over-period data on the indicator dashboard.
  Color Inversion	Set the display color for year-on-year and period-over-period data.

Advanced

• Linkage

  Click the Advanced tab and click next to Linkage. The Chart Linkage Settings page is displayed. Set parameters. For details, see Linkage example.

  Table 8 Chart linkage settings

  Parameter	Description
  Fields to Bound	Select the fields to be bound first and then select the chart to be associated with them. You can select all charts on the dashboard.
  Associated Charts	Set linked associated charts. You can select charts from the same dataset or different datasets. Follow bound field: When the bound field is set to A, the associated data tables filter data related to A. SQL placeholder: The bound field value corresponds to the value set for the SQL placeholder in the dataset.

• Initialize Query for Associated Query Control: whether the associated query control supports query initialization. If the checkbox is selected (), the control supports query initialization. If the checkbox is not selected (), the control does not support query initialization.
  

  If you select this option, when a chart is linked to a query control and the query control does not have a default query set, the chart's data configuration will be queried during chart initialization.