Web Portal

The web portal supports the following BI components:

• Basic component: Filter

• Business component: Chart

For downstream chart viewing permissions, refer to BI Permissions in Interconnection Scenarios.

1.1 Configuration Process

You can use BI components when creating a new template under:
Admin Console > Interconnection Management > Channel Portal Management

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1.1.1 Filter

Only one filter component can be added per homepage in the channel portal.

• Component Settings

  • Preset chart global filtering: Configure whether employee and date fields in preset charts are affected by global filters

  • Custom chart global filtering: Configure whether employee and date fields in custom charts are affected by global filters

  • Default filter values: Set default values and determine if users can modify filter conditions

    • Employee: Default options include Individual, All, or My Responsible Departments

    • Date: Set a specific date or date range as default

  • Delete added components in the operation area

  • Note: Personnel filtering applies to external chart owners

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1.1.2 Chart

After dragging the Chart component, select previously created charts (maximum 10 per selection).

• Note: Available charts are limited to those created based on downstream-visible object subjects in the interconnection app, including statistic charts and reports where the main business module is a downstream-visible object.

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• Component Settings

  • Component height: Adjust the height of chart components

  • Modify display names in the operation area

  • Delete added components in the operation area

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1.1.3 Split-Screen View

After dragging the Split-Screen View component, select previously created BI resources. Different interconnection apps will display corresponding components.

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• Component Settings

  • Add folders containing previously created charts

  • Delete added components in the operation area

Mobile Portal

The mobile portal supports the same BI components as the web version:

• Basic component: Filter

• Business component: Chart

For downstream chart viewing permissions, refer to BI Permissions in Interconnection Scenarios.

2.1 Configuration Process

You can use BI components when creating a new template under:
Admin Console > Interconnection Management > Channel Portal Management

picture coming soon:

2.1.1 Filter

Only one filter component can be added per homepage in the channel portal.

• Component Settings

  • Preset chart global filtering: Configure whether employee and date fields in preset charts are affected by global filters

  • Custom chart global filtering: Configure whether employee and date fields in custom charts are affected by global filters

  • Default filter values: Set default values and determine if users can modify filter conditions

    • Employee: Default options include Individual, All, or My Responsible Departments

    • Date: Set a specific date or date range as default

  • Delete added components in the operation area

  • Note: Personnel filtering applies to external chart owners

picture coming soon:

2.1.2 Chart

After dragging the Chart component, select previously created charts (maximum 10 per selection).

• Note: Available charts are limited to those created based on downstream-visible object subjects in the interconnection app, including statistic charts and reports where the main business module is a downstream-visible object.

picture coming soon: