Wanzi Interpretation | Data Visualization Platform--FineBI

What is BI

learning target

  • Know what is BI

  • Know the advantages of FineBI

1. Business Intelligence:

BI (Business Intelligence) refers to a technology and tool that provides support and guidance for corporate decision-making by collecting, analyzing and interpreting internal and external data. The goal of business intelligence is to help business managers and decision makers better understand the company's operating conditions, market trends and competitive environment, so as to make more informed strategies and decisions.

In layman's terms: business intelligence is a set of solutions, which is to make full use of a large amount of data produced by enterprises in the daily operation process, and convert them into information and knowledge to avoid guesswork and ignorance in enterprises, so that every decision, There are data references for management details and strategic planning.

The business intelligence system can extract data from various data sources, clean, organize and analyze the data, and generate visual reports, dashboards and data models to help users better understand the data and discover associations and trends in the data. Business intelligence has a wide range of applications and can be used in various aspects such as sales forecasting, market analysis, customer relationship management, and supply chain management.

The benefits of business intelligence include improving the accuracy and efficiency of decision-making, optimizing resource utilization, and enhancing corporate competitiveness. Through business intelligence, enterprises can better understand market demand and consumer behavior, and adjust business strategies and product positioning in a timely manner, so as to achieve business growth and maximize profits.

For data analysis practitioners, the most important work in the whole solution is to make data reports through the data of the enterprise and hand them over to the operation team for use. Here, how to make data reports is a key point for practitioners.

2.FineBI

There are many tools for data visualization (data reporting), such as Tableau, Qlik, Smartbi, etc.

What we want to learn here is FineBI. Fanruan's self-service analysis BI tool, so why should we learn him?

Advantages of FineBI:

  • Ranked No. 1 in BI market share for many years

  • Simple and easy to use, very friendly to non-technical novices

  • The official also built a user community, which can solve most of the usage problems

3. Function Introduction

FineBI is a pure B/S-side business intelligence analysis service platform; it supports deployment on servers through web application servers and provides enterprise cloud servers. The client only needs to use a browser to access and use the service platform.

FineBI supports multi-person and multi-position collaborative use

FineBI function module

Here are also the general steps of using FineBI for data analysis, namely 1 data preparation 2 data processing (data processing) 3 visual analysis (generate various charts) 4 dashboard (integrate various charts together) 5 share dashboard

In general, FineBI is a powerful and easy-to-use business intelligence software that can help enterprises to better conduct data analysis and decision support, and improve their competitiveness and business efficiency.

Detailed function

  • Data integration and processing capabilities

FineBI: a self-service query service platform, which can directly connect to the real-time data of the database or extract the data to the local, and manage the acquired data through the business package. As shown below:

  • Big data processing capability

FineBI: flexibly supports the analysis of different data levels, and has a high efficiency value for processing tens of millions or hundreds of millions of data

  • How to make a table/chart

FineBI: Pure B/S-side custom drag-and-drop analysis report, business personnel can drag and drop to generate various analysis charts according to report requirements, and independently analyze the results to assist enterprises in business decision-making. As shown below:

  • Mobile service support

FineBI: supports viewing analysis data on mobile devices, and can also perform operations such as annotation, annotation, and sharing

  • Management Dashboard Cockpit Supports Decision Making

FineBI: Dashboard cockpit, which mainly displays the indicators and dimensions that company leaders care about on one page. Through FineBI's summary, filtering and other operations, key indicators can be quickly displayed for business leaders to make decision-making analysis and make data support

summary:

  • BI (Business Intelligence) is business intelligence, it is a complete set of solutions, used to effectively integrate existing data in the enterprise, quickly and accurately provide reports and propose decision-making basis, and help enterprises make wise business decisions

  • FineBI is a tool for realizing data reports

Installation of FineBI

learning target

  • Complete the installation of FineBI

1. Preparation:

Recommended software environment:

operating system

Windows, Linux, Mac, Unix, Aix, IRIX and other operating systems that support JDK version 1.8, see system requirements for detailed versions

database

Apache Kylin, Derby, HP Vertica, IBM DB2, Informix, Sql Server, MySQL, Oracle, Pivotal Greenplum Database, Postgresql, ADS, Amazon Redshift, Apache Impala, Apache Phoenix, Gbase 8A, Gbase8S, Gbase 8T, Hadoop Hive, Kingbase, Presto, SAP HANA, SAP Sybase, Spark, Transwarp Inceptor, HBase and other mainstream relational databases and non-relational databases such as MongoDB. For details, see: Data Connection Support Scope

application server

Tomcat, Jboss, Weblogic, Websphere and other web application servers

browser

Single core: Google, Firefox, support for IE9 and above (including Edge), Safari, opera. From the matching degree of the rendering engine, it is recommended to use: Google, Firefox. Dual-core: 360 browser, Sogou browser, QQ browser, UC browser, Cheetah browser, Baidu browser, only supports its extreme speed mode, does not support compatibility mode

Recommended Disk:

  FineBI is an IO-intensive application that relies heavily on disk IO, so it is recommended to use a local disk or solid state disk

Recommended machine memory:

 
 
 
 

Machine memory at least 4G

2. System Requirements

Windows system requirements:

Windows (64-bit only)

System: Windows7 or later

JDK: JDK 1.8 and the minor version needs to be above JDK8u102 (Oracle)

CPU: Intel Core i3-4 generation or faster processor

Memory: 4G or above

Disk: at least 2G free space

Mac system requirements:

Mac (64-bit)

System: MacOS10 or later

JDK: JDK 1.8 and the minor version needs to be above JDK8u102 (Oracle)

CPU: Intel Core i3-4 generation or faster processor

Memory: 4G or above

Disk: at least 2G free space

3. Installation steps under Windows system

3.1 Download FineBI

1) Open FineBI official website: http://www.finebi.com/, select Product > Product Download at the top of the page, and enter the FineBI installation package download page. As shown below:

2) The installation package download page provides three versions of the installation package. Please choose to download the corresponding version of the installation package according to the system. Taking the Windows 64-bit system as an example, download the Windows 64-bit version of the installation package to the local. As shown below:

3.2 FineBI installation

1) Double-click the FineBI installation file, and the installation wizard will be loaded. After the installation wizard is loaded, the following dialog box will pop up:

2) Click Next to pop up the license agreement dialog box, select I accept the agreement. As shown below:

3) Click Next, a dialog box for selecting the installation directory will pop up, click Browse, and select the FineBI installation directory. As shown below:

Note: It is not recommended to install FineBI on the system disk

4) Click Next, and a dialog box for setting the maximum memory will pop up. The maximum JVM memory defaults to 2048M, which is 2G. It is recommended that you set the maximum JVM memory to above 2G. It should be noted that the maximum JVM memory cannot exceed the maximum memory of the machine. As shown below:

5) Click Next, and the Select Start Menu Folder dialog box will pop up, select it according to your needs. As shown below:

6) Click Next, and the Select Additional Work dialog box will pop up, select it according to your needs. As shown below:

Note: There is no need to generate a security key file here

7) Click Next, and a dialog box of completing the FineBI installation program will pop up. If you check Run FineBI and click Finish, FineBI will automatically start and pop up the decision system setting page. Uncheck Run FineBI and click Finish, FineBI will not start automatically. As shown below:

Note:

  1. The installation operation of mac is the same as that of windows

  2. After installation, if there is a requirement to scan the QR code to obtain the activation code, just follow the prompts

4. Starting FineBI

There are two ways to start FineBI:

Method 1: Click the shortcut picture on the desktop;

Method 2: Click the %FineBI%/bin/finebi.exe file to start. As shown below:

The current BI installation package itself configures the server environment of Tomcat. Clicking this file will pop up the loading page, and then Tomcat will open the BI server. As shown below:

When the Tomcat server is started, the browser address will pop up automatically: http://localhost:37799/webroot/decision Open the BI platform and enter the initialization settings, as shown in the following figure:

After completing the user name and password settings, click OK, and click Next to enter the database selection. As shown below:

Select the built-in database here: the built-in database is suitable for personal local trial, click to log in directly, and you can directly log in to the system for use.

FineBI usage process

learning target

  • Know the usage process of FineBI

1. The use process of FineBI

When we introduced the functions of FineBI, we have actually mentioned its usage process, let's take a look at it together

The usage process of FineBI: 1 Data preparation 2 Data processing (data processing) 3 Visual analysis (generate various charts) 4 Dashboard (integrate various charts together) 5 Share the dashboard

2. Learning steps of FineBI

Knowing the use process of FineBI, and the data processing here has been completed in our previous courses, so our next use steps are as follows:

  • connection data

  • Create components and analyze data

  • visual components

  • add interactive effects

  • Dashboard creation and sharing

Summarize:

Learning steps of FineBI:

  • connection data

  • Create components and analyze data

  • visual components

  • add interactive effects

  • Dashboard creation and sharing

connection data

learning target

  • know how to connect data

1. Data sources

Before data analysis, we need to add the external data to be analyzed to FineBI, prepare the data, and complete the data upload and update.

In FineBI, we can obtain data in various ways:

  • Database (get data directly from database)

  • SQL Dataset (Import SQL Dataset)

  • Excel dataset (import Escel dataset)

  • Autonomous datasets (can process existing datasets to generate new datasets)

2. Basic steps to connect data

1) Packets

There are a large number of business packages in the "Data List" of "Data Preparation", and the corresponding data is stored under different types of business packages, so that we can easily distinguish different data

2) Data analysis

After the data exists in FineBI, you can get the data package and response data through the search box to analyze the data.

3. Case - Connect Data

1) Add business package

All data exists in the business package, so you need to add a new business package first. Click "Data Preparation > Add Business Package" and then "Business Package" appears in the data list. As shown below:

2) Add table

After adding the business package, click "Business Package > Add Table" to select the type of table you want to add.

Click "OK" after adding.

3) Update data

Go back to the "Business Package" and see the newly added "Getting Started Table". The "Data Preview" prompts that the data is being updated. The data that has not been updated cannot be operated in the next step. After updating, click Refresh. You can view the added data.

4) Effect preview

After the update is complete, as shown in the figure below:

Summarize:

Basic steps for adding data

1) Add business package:

2) Add table

3) Update data

Create components and analyze data

learning target

  • Know how to make a group table

1. Form type

After we obtain the data, we need to display the data accordingly. There are various ways to display, the most common is the form of a table. FineBI provides three forms of tables:

  • list

Support vertical expansion of data, display the data as a tabular table, and can intuitively see the details of all data. His biggest feature is to display the data one by one:

  • group table

The group table displays the data in the report as a group according to the same index, for example, according to the index of male and female, male data and female data are displayed separately.

  • crosstab

A crosstab displays one set as row headings at the left of the table and another set as column headings at the top of the table, with the cells at the intersection of rows and columns displaying values. Data can be expanded horizontally and vertically, and an indicator can be located from two dimensions (variables). For example, the annual contract amount and repayment amount of each province are shown in the figure below:

2. Dimensions and metrics

After knowing the type of table, let's make a group table together. Before doing it, we need to understand two concepts:

  • dimension

  • Explain the data, explain what the data is. For example, whether the data is sales volume or profit, etc.

  • index

  • Measure the data, quantify the data. For example, the sales volume is 100 yuan, the profit is 50 yuan, etc.

3. Create a group table

  • Create components

After completing the study of the previous section, the "Getting Started Sheet" required to make the component has been successfully uploaded, and the next step is to make the dashboard component.

Select the data table that needs to be analyzed, create a component, and create a dashboard automatically at the same time as creating the component, and place the component. A component can only depend on one table to make. Select "Starter Table" in "Data Preparation>Business Package", click "Create Component", select the name and location of the dashboard where the component is located, and click "OK" to create it successfully.

After the component is successfully created, enter the "Unnamed Component" editing interface in the "Getting Started Dashboard". You can see that the data used by this component is the "Getting Started Table". Drag the fields in the table on the left into the analysis area on the right to realize the analysis.

  • Add group table

Steps:

①Select the chart type: "Group Table";

②Drag in the fields in the dimension index column in turn: "product name", "sales", "gross profit" (reference index);

③ Check "View all data" to view the real calculation results and complete the production of the grouping table. As shown below:

So far, we can see the corresponding sales and gross profit of different commodity names.

4. Common operations for making grouping tables

  • Switch analysis dimensions to view different analysis results

After most people get the data, they will think about how to switch between different dimensions and conduct a summary analysis of a certain indicator to achieve an analysis effect. For example, in addition to looking at the sales of different products, you also want to see the sales of different dates and different product categories. The operation steps are as follows:

Select the chart type "Group Table" and drag "Sales" into the indicator, then drag the individual fields "Date", "Product Category", "Product Name", etc. in the dimension column to display sales under different dimensions Amount situation.

  • View the data in the group

If the user has multiple fields in the dimension and feels that the data display is not detailed enough, there are two ways to expand the data: ①Click the "+" in front of the dimension field in the preview area to expand the data; ②Set "Component Style > Format > Expand Row Header Node" .

For example, "Product Name" is grouped according to "Product Category", and "Sales" is obtained by summarizing. By default, you can view the sales of different categories; click "+", or set "Component Style > Format > Expand Row Header Node" to view the sales of different products under different categories.

  • Aggregation method for group summaries

By default, group summaries are summed, but FineBI also provides a variety of group summaries, such as group average, maximum and minimum values, etc.

Click the field in the indicator column and pull down to make more settings for the field. Select "Summary Method" to switch the summary method.

5. Case-sales top10 commodity names

  • to sort

First, we need to sort the data, select the field in the dimension column (such as: product name) drop-down, you can set "ascending", "descending", "custom sorting". We select the "Product Name" drop-down, click "Descending", and sort according to "Sales", then the product names are arranged in descending order of sales.

  • Modify the value format

Since the amount displayed by sales is too large, we want to display it in units of "ten thousand" to simplify the data.

Perform data processing on sales: Select the drop-down of the "Sales" field in the indicator column, select "Numerical Format", set the quantity unit to "10,000", and click "OK" to complete the operation.

 

  • add filter

Users may only want to filter out a fixed part of the data, and analyze this part of the data. For example, if you want to view the ten products with the highest sales, you need to filter on "Sales". Click the "Sales" drop-down, select "Filter", add the data filter condition "Add Condition > Maximum N", where the fixed value is "N=10", and click "OK". Filter out the ten product names with the largest sales.

Finally, click to modify the title of the grouping table as "Ten Products with the Largest Sales". Results as shown below:

6. Case - month-on-month growth rate of gross profit (net profit)

Gross profit: the meaning of net profit, month-on-month growth rate: the meaning of the percentage increase from the previous month

  • First, click "+" to add a component, and the component still uses the data of the "Getting Started Table"

  • Make a grouping table. Select "Group Table", drag "Date" into the Dimension column, and drag "Gross Margin" into the Indicator column. Modify the date display format: Click the "Date" drop-down to set it to "Year Month" grouping. Finally, click "View All Data". As shown below:

  • If you want to find the monthly gross profit, and know whether it has increased or decreased compared to the previous month, and how much the change has been. There is a formula called the chain growth rate, which can reflect this data change. This formula has been built into FineBI's quick calculation, and the answer can be obtained in one step.

Drag a "gross profit" to the analysis area, click the "gross profit" drop-down, set "quick calculation", select "month-on-month growth rate", and rename "gross profit-month-on-month growth rate", and finally modify the component name to complete make. As shown below:

Summarize:

Form type:

  • list

  • group table

  • crosstab

dimension

  • Explain the data, explain what the data is. For example, whether the data is sales volume or profit, etc.

index

  • Measure the data, quantify the data. For example, the sales volume is 100 yuan, the profit is 50 yuan, etc.

visual components

learning target

  • Know how to make a pie chart

  • Know how to make a combination chart

1. Chart type

In the previous chapter, we have performed calculations for a single table. However, many problems may be encountered, such as only using tables to look at the data, and it may be difficult to read effective information from the calculation results. Therefore, it is necessary to study this chapter and master the visual analysis skills.

There are many types of charts, how to choose the correct chart to achieve the effect of "a picture is worth a thousand words".

This article divides the charts into several categories, namely "comparison, proportion, trend or correlation, distribution, and others". Users can choose the appropriate chart according to their own purposes.

chart purpose

Suitable Chart Types

Compare

Column chart, comparative column chart, grouped column chart, stacked column chart, zoned line chart, radar chart, word cloud, aggregated bubble chart, rose chart

Proportion

Pie charts, rectangular block charts, 100% stacked column charts, multi-layer pie charts, dashboards

trend

Line chart, range area chart, area chart, scatter chart, waterfall chart

distributed

Scatterplots, maps, heatmaps, funnel plots

2. Case-creation of pie chart (sales ratio of different commodity categories)

There are many graphics in FineBI, and most of them are created in a similar way. Here we take the pie chart as an example to create it.

  • Make components

First, make a grouping table to obtain the proportion data.

Select "Group Table" and drag the "Product Category" and "Sales" fields into the dimension indicator column. Add "quick calculation" to the "sales" field to find "proportion".

  • toggle pie chart

Then click "Pie Chart" to switch the graphics, and then the field automatically jumps to the corresponding position: in the color and angle boxes of the graphic properties. As shown below:

Don't drag the fields into the horizontal and vertical axes. The creation of a pie chart only needs to have a dimension field in "color" and an indicator field in "angle".

  • Add graphic label

At this time, the pie chart does not know the details of the proportion of each piece. It needs to be dragged into the corresponding field in "Graphics Properties>Label" to realize. As shown below:

  • set label item

After we added the label, we found that the data could not be clearly seen on the graph, and we needed to set the label item. Therefore, you need to click the setting button of the label to set it. Click "Label", the position of the label is "outside", and "automatically adjust the position when the label overlaps". As shown below:

Finally, set the title and that's it.

3. Case - custom chart (gross profit - quarter-on-quarter growth rate)

  • copy component

First, copy the Gross Profit MoM Growth Rate component. As shown below:

  • Make a Portfolio Chart

After copying, the chart type is switched to "Custom Chart". Under "Chart Properties", you can set the "All" indicator properties, or the respective properties of "Gross Profit" and "Gross Profit - MoM Growth Rate". By default, the gross profit and month-on-month growth rate indicators in different months are column charts.

If you want "gross profit" to be a line chart, and "gross profit - quarter-on-quarter growth rate" to be a column chart. Click "Gross Profit" under "Graphics Properties" to modify its shape and select "Line".

But at this time, the two indicators share a value axis on the right, and the difference in data size makes the column chart of "gross profit - month-on-month growth rate" not effective. How to make the value axis of gross profit rate on the left, and the value axis of gross profit amount-month-on-month growth rate on the right?

  • set value axis

First, make sure that the display form of the indicator is "Indicator Aggregation". Then, select the "Gross Profit - MoM Growth Rate" drop-down, "Set Value Axis > Right Value Axis > OK". Complete the setup.

  • set legend

There are fields in the color, size, shape, thermal color, and radius in the chart properties, and the corresponding legend can be generated. The example adds the "Indicator Name" field in "All > Color" by default.

After setting the value axis, it is found that the position of the legend blocks the graph, and I want to display it below the graph. Click on "Component Style > Legend" and set the position below. Results as shown below:

  • set graphic color

If you want negative growth, the "gross profit - quarter-on-quarter growth rate" is highlighted. It can be set in "Color" under "Graph Properties > Gross Profit - MoM Growth Rate".

Copy "Gross Profit - MoM Growth Rate" and drag it into "Color" under "Graphics Properties > Gross Profit - MoM Growth Rate". As shown below:

Then click "Color" to set "Regional Gradient" according to the value of "Gross Profit - MoM Growth Rate", "Customize" 2 intervals, and set the value <0 to be red, and >0 to be light blue.

The effect is shown in the figure below. If you want the line chart to be at the front, just adjust the order of the indicators.

Summarize:

add interactive effects

learning target

  • Know how to add interactive effects

1. Drill

Drilling allows users to dynamically change the hierarchy of dimensions when viewing a dashboard, including drill-up and drill-down.

For example, it can be realized: when viewing provincial data, you can drill down to view the data of specific cities below.

2. Case-drilling

The actual business is often more complicated, and the calculation result of a component is difficult to support the analysis conclusion. Multiple components may be required to cooperate to read important information. When actually using the dashboard, it is often necessary to grasp the business problem at the macro level through statistical charts, and then drill down step by step through the drill linkage in a page until the detailed data is used to locate the specific problem.

We can find problems by drilling through layers.

For example, I see that the "gross profit margin" of "Inner Mongolia Autonomous Region" is much higher than other regions, why is that? Click on "Inner Mongolia Autonomous Region" to view the data of "Ordos City" reached 92.7%. There is only one store in this city, and the "Jinguansen Xiangsong Layer Cake Series" products were ordered at a large number of high prices. Thus, the reason for the abnormality of the data was found.

  • add components

First, we continue to click "+" to add components, use the starter form, and click "OK"

  • Calculate Gross Margin

If you want to analyze the gross profit margin, you need to add a calculation field to realize it.

After adding a component, enter the component editing interface, click "+" to add a calculation field, the field name is "gross profit margin", enter the formula: SUM_AGG(gross profit)/SUM_AGG(sales), and click "OK". Finish adding the calculated field.

Note: The fields in the formula need to be added by clicking on the left, and cannot be entered manually.

Formula description:

official

Formula description

SUM_AGG(gross profit)SUM_AGG(sales)

Find the dynamic values ​​of "gross profit" and "sales" under the corresponding dimension that change with the dimension. [SUM_AGG]: According to the current analysis dimension, dynamically return the summary sum value of the indicator field.

SUM_AGG(gross profit)/SUM_AGG(sales)

/: Indicates division, which can be used to calculate proportions.

  • Make a drilldown list

If you want to drill down layer by layer of "province>city>store name>product name", you need to create a drilldown directory.

To start drilling from the province, drop down the "Province" and set "Create Drilling Directory". Then, according to the drilling order, drop down the fields of city, store name, and product name in turn, and set "Add to Drilling Catalog > Province". As shown below:

  • make form

Create a product gross profit margin analysis table drilled layer by layer. As shown below:

Click "Enter Dashboard" in the upper right corner when finished.

  • filter

After entering the dashboard, I found that there are too many data and the analysis is not deep enough. It is difficult to hope to view the data in the range I want at will. The filtering effect on the entire dashboard can be achieved by adding a "filter component".

  • Filter Dashboard Data by Year and Month

1) Open the "Filter Components" panel, click "Year Month" to add year and month filter components.

2) Select the data table "Getting Started Table" used by the component to be filtered, and select the corresponding "Date" field in the table. Drag it into the field on the right, and click OK. Complete the filter component addition.

  • Filter dashboard data by product category

If the user also needs to filter by product category. A text dropdown filter component can be added. The steps are the same as above.

Click "Filter Component > Text Dropdown", add the "Commodity Name" field of the entry table to the filter component field bar, modify the component title, and click "OK". Done.

  • Control data filtering scope

Going into the dashboard can be filtered, but there are some components that you don't want it to filter. For example, filter by year and month, but hope that the combination chart does not change.

We can set the control scope implementation of the component. Click the year and month filter component, and select "Custom Control Range" from the drop-down list.

Select the components that need to be controlled by the filter component. and click OK.

If there is a filter condition in the year-month filter component, it will not affect the combination chart.

  • Component linkage

Before the components made by the same table, clicking on the data in the table will trigger the effect of linkage filtering. For example, if you click on the product name "Sanquan 960g Milky Mantou", other components will filter out the sales gross profit information related to this product. Click "Clear All Linkages" in the upper right corner to restore to the default state.

Edit toggle to center

Add picture annotations, no more than 140 words (optional)

  • cancel linkage

So how do we realize that no matter what component is clicked, the pie chart will not be linked?

For all components except the pie chart, set their linkage range. Uncheck the pie chart in the components that can be linked.

For example, click on the "Ten Products with the Largest Sales" component and pull down the "Linkage Settings". Uncheck the pie chart component and click OK.

Edit toggle to center

Add picture annotations, no more than 140 words (optional)

In this way, if we click on "Ten Products with the Largest Sales", the pie chart will not be linked.

Dashboard production

learning target

  • Know how to make a dashboard

1. Dashboard Layout

After the components in the dashboard are finished, we need to layout the dashboard as a whole, enrich the content, beautify the whole, and complete the production of a dashboard.

Click on the border of the component to adjust the size, and click on the edge area of ​​the component to adjust the position of the component.

After adjustment, the effect is as shown in the figure below:

2. Tab component

For the components that have adjusted the layout, it feels that some of them have a theme, for example, "Ten products with the largest sales" and "Sales ratio of different categories of products". For some components with the same theme, they can be displayed under the same Tab .

Adjust the added Tab component, drag the corresponding component into the tab page, and adjust the position and size.

After dragging into the tab page, pull down the tab page label and rename it "Sales Analysis". As shown below:

Then, click "+" to add a new tab page, and put in the two components related to gross profit below.

After completion, the effect is shown in the figure below:

3. Text component

At this time, a sales report is basically formed. Would like to add a title to the sales report. We can use "Text Component" in "Other Components". As shown below:

Then adjust the position of the text component, add text content, and set the text format. The font size is 28, centered, and the font color is dark blue.

If we need some external links as auxiliary instructions, we can click the text box. Add a hyperlink, enter the corresponding information, insert the hyperlink successfully, and adjust the text position.

4. Dashboard beautification

Select "Dashboard Style" to enter the setting interface, and select the desired style, such as "Classic White".

If you feel that you need to make custom modifications, you can select "Custom", click "Components" to set the title background, and click OK to complete. As shown below:

5. Tab component style

The title of the Tab component is redundant, and I hope it can not be displayed. You can select the Tab component, drop down and select "Style Settings". Uncheck the "Show" Tab component title bar. Then the title is successfully hidden.

After adjusting the dashboard, click "Preview Dashboard" in the upper right corner to enter the preview dashboard interface. As shown below:

Note: If you want the dashboard to filter out the data in January 2020 by default, you can do the filtering on the dashboard editing interface and then enter the preview interface.

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Origin blog.csdn.net/Blue92120/article/details/131695773