Quick BI:Overview of the Data Visualization Screen UI

UI regions

• Toolbar

  In the toolbar, customize the screen name, adjust the scale, add to favorites, undo or redo changes, lock the screen, replace the dataset, configure global parameters and global settings, or share the screen.

• Widget library

  Choose from eight chart types plus rich text, shapes, media, interactive controls, and assets to meet diverse screen-building needs.

• Page configuration area

  Add pages, set page carousels, or delete pages.

• Layer configuration area

  Support multiple layers. Group layers, set layer carousels, lock layers, or hide layers.

• Canvas configuration area

  Adjust canvas layout. Cut, copy, lock, hide, or group widgets on the canvas.

• Widget configuration area

  Add data to a widget and configure its style.

• Data transformation area

  Select datasets, add data, modify data formats, or transform data.

Toolbar

In the toolbar, do the following:

1. Go back.

2. Edit the title.

3. Expand pages and layers.

4. Add to favorites.

5. Adjust the canvas scale.

6. Undo or redo changes.

7. Lock the screen.

8. Replace the dataset.

9. Global parameters.

10. Configure global settings.

11. Share with a link.

12. Access more editing actions.

Edit the title

Expand pages and layers

Adjust the canvas scale

Global settings

• Adjust the screen size

  

• Set the scaling method

  

• Set global styles

  

• Set global filters

  

• Set the page carousel.

Replace the dataset

In the data visualization screen editor, click in the top menu bar to show all datasets in the current screen. You can perform a global dataset replacement.

To replace a dataset in the Used datasets list (①), select an existing dataset from the same workspace in the Replace dataset section on the right (②). After selection, match fields between the two datasets (③).

Preview the screen

Save

Click the Save button in the upper-right corner (①). Enter a report name, choose a save location (②), and click OK (③).

Save and publish

The Save and publish feature saves your changes and publishes the data visualization screen. Click the Save and publish button in the upper-right corner (①). Enter a report name, choose a save location (②), and click OK (③).

If release approval is required for the workspace that contains the data dashboard—meaning Work Publishing is selected in Approval Settings— you must Select Approver, optionally Enter Reason for Request, and then click Submit Request. The dashboard can be published only after the request is approved. For more information, see Create and Manage Workspaces.

Republish

Use Republish to push updates to an already-published data visualization screen. A notification appears on the editor page, and the screen status changes to Saved but not published.

Release approval is enabled for a data dashboard's workspace if the Publish Work checkbox is selected in the Approval Settings.In this case, an approval process is triggered each time you republish the dashboard. The dashboard can be republished only after the approval is granted. For more information, see Create and Manage Workspaces.

Share and make public

• Private link sharing: Users with permission can access the generated link.

• Public link sharing: Anyone can access the generated link during its validity period, without logging on to an Alibaba Cloud account.

Save as

You can rename the screen or change its save location.

Properties

You can change the title, owner, or add notes to the screen.

Collaborative authorization

Customize edit permissions. For details, see Authorization Settings.

Unpublish

Delete

Keyboard shortcuts

Help and feedback

When you first start using the data visualization screen, use the Help and feedback feature to view the New user guide tutorial.

Widget library

The data visualization screen provides a range of components for creating diverse screens, including eight chart types, rich text, shapes, media, interactive controls, and assets.

The feature entry point is:

Charts

• Metric class

  • Ticker board

  • Threshold ticker board

  • Progress bar chart

  • Donut progress bar

  • Ranking list

  • Detail table

  • Line chart

  • Area chart

  • Stacked area chart

  • Combo chart

  • Column chart

  • Stacked column chart

  • Bar chart

  • Stacked bar chart

  • Pie chart

  • Doughnut chart

  • Rose chart

  • Colored map

  • Bubble map

  • Symbol map

  • Flow line map

  • Multi-layer map

• Text

• Shapes

• Media

  • Image

  • Video

  • Marquee

  • Clock

  • Embedded page

• Interactive

  • Button

  • Drop-down list

  • Tiled button

  • Date picker

• Assets

  • Vector graphic

  • Configure an image decoration widget

  • Video background

Page configuration area

You can add pages (①), set page carousels (②), or click More (③) to select Hide (④) or Delete (⑤).

Layer configuration area

Support multiple layers. Group layers, set layer carousels, lock layers, or hide layers.

① Search layers

② Collapse all layers

③ Hide all layers

④ Carousel layers

⑤ Unlock or lock layers

⑥ Show or hide layer groups

⑦ Layer group actions (ungroup, copy, paste, etc.)

Canvas configuration area

In the top navigation bar, drag widgets onto the canvas.

Adjust the canvas layout flexibly: The data visualization screen uses a flexible layout approach. You can drag widgets freely onto the canvas, move them pixel by pixel, and cut, copy, lock, hide, or group widgets to control the layout.

Widget configuration area

Add fields

Configure style

• Fine-grained style properties: Configure styles for individual chart elements, such as color, font, position, alignment, width, height, and transparency.

• Rich animation effects: You can add effects such as light flow, page flip, and scroll.

For details, see Configure Chart Style.

Data transformation area

Select datasets, add data, modify data formats, or transform data.

① Set field formats in batch

② Filter fields

③ Auto-filter data

④ Switch datasets

⑤ Preview or edit datasets

⑥ Transform data (create calculated fields or grouped dimensions)

⑦ Copy fields

For more actions, see Configure Chart Data.