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       
(Showing Draft Content)

仪表板设计思路

功能概述

准备好数据(即完成数据连接和数据准备工作)后,就可以开始设计仪表板了。

打造仪表板的基本思路都是一致的,如下图所示,了解了大体的制作思路后将更有助于开展具体的设计工作。

image

思路解析

进入仪表板设计器后,首先需要通过拖拽添加一个组件,然后为仪表板绑定数据集或模型、选取数据集或模型中的字段绑定到组件并进行一定的数据处理。

接下来就是根据实际需要调整组件的外观属性,如显示数据标注、设置组件标题等等,这样就基本完成了一个组件的制作过程。

如此,再添加多个组件。后续添加的组件默认会自动使用上一个组件所用的数据集或模型。

当完成所有组件的添加、布局和设置工作后,一张仪表板也就制作完成了。

最后一步就是将这张仪表板分享给其他同事或领导,使他们可以看到和使用你制作的仪表板。

文档索引

下面是按照仪表板的制作思路建立的文档索引,供您在制作仪表板时参考。

流程名称

功能简介

相关文档

1. 打开仪表板设计器

进入仪表板设计器,开始设计和制作仪表板。

仪表板设计器

组件基本操作(包括组件复用)

2. 添加可视化组件

图表类组件(柱状图、饼图、玫瑰图、

KPI指标卡、仪表盘等)

图表类组件帮助您直观的将数据显示出来。

图表类组件

表格类组件(数据表、透视表、KPI

矩阵等)

表格类组件用于显示数据明细。

其中 KPI 组件将数据直观显示与数据明细展示合为一体。

表格类组件

地图组件

包含气泡地图、热力地图、流线地图、区块地图和自定义地图。

地图类组件

文本显示与动态计算

富文本组件用于显示文本和动态数据计算。

富文本

容器、选项卡、图片与外部扩展

容器、选项卡组件用于协助仪表板布局。

图片组件用于添加图片元素。

外部扩展组件为仪表板可视化提供了无限可能。

其他仪表板组件

可视化插件

现成的酷炫插件可以直接使用,并且支持您使用自定义的插件。

仪表板可视化插件

3D场景

轻松实现大屏的3D模型可视化需求。

3D场景

数据筛选组件

使用丰富多样的数据筛选器实现仪表板的交互式数据过滤。支持标签列表、

多维列表、多维下拉列表、数值范围、日期范围以及相对日期等多种筛选

样式。

数据筛选组件

3. 数据绑定与数据处理

绑定数据

为仪表板中添加数据,并将数据绑定到组件,通过组件进行数据绘制。

数据绑定及相关操作

前端数据处理

字段重命名

字段 重命名

调整数据格式

修改数据显示格式

级联字段

使用级联字段

聚合运算

聚合运算

快速运算

快速运算

筛选数据

筛选数据

4. 外观与属性设置

单个组件的属性与外观设置

设置组件的外观与属性,如图例样式、轴样式、组件配色、数据标签、

鼠标提示标签、自动轮播等等。

组件的大多数样式都是通过属性设置来实现的。

另外,组件还有一个重要的功能即数据探索与分析

单个组件外观与属性设置

仪表板整体外观与布局

除了进行组件单独的设置之外,我们还需要对仪表板整体进行外观与布局的美化。

仪表板全局设置外观与布局

仪表板设计样式与资源

提供给您一些设计示例参考使用。

资源与素材

5. 其他重要的辅助功能

组件联动

指组件之间发生互相关联的变化,一个组件发生变化时,其他组件跟随一起变化。

组件间联动

数据探索与分析

还支持非常丰富的数据探索能力,比如为组件添加过滤器、排序排名、格式化、

添加参考线等。

数据探索与分析

仪表板数据自动刷新

即每隔一定时间,仪表板自动显示最新的数据。

仪表板数据刷新

仪表板定时运行计划

运行计划允许间隔循环运行一张仪表板,并将运行结果以链接的形式发送给指定的

接收邮箱,以满足定期自动生成仪表板的需求。

仪表板运行计划

多屏应用

产品为企业提供数字大屏及移动端的解决方案。

多屏应用

6. 分享仪表板

分享仪表板

将制作好的仪表板分享出去,才能让其他人看到。

文档和用户权限管理

7. 使用仪表板

使用仪表板

仪表板的使用者可以通过仪表板进行数据跟踪查看、探索分析并最终得出结论,

制定业务决策,达到最终的使用目的。

使用仪表板