Published at: 2025-10-30

Creating Data Dashboards

I. Create a Personal Data Dashboard

1. New Data Dashboard

  • Entry points:
    • Data Dashboards > New

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  • Reports > New > New Dashboard

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2. Choose a Dashboard Type

  • Select the appropriate dashboard type and create the dashboard.

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II. Edit a Personal Data Dashboard

1. Designer Layout

  • Left: Components. Drag available components into the canvas.
  • Right: Global and component-level Attributes and style settings.
  • Top center: Undo/Redo to move to the previous/next state.
  • Bottom center: Canvas. Drag components in, select them, then adjust styles in the right panel to control the final display.

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2. Configure the Web Data Dashboard

2.1 Global

2.1.1 Global — Style

  • Preset Themes: The system offers 8 preset themes. Choose one to match your brand.
    • Component Spacing: Adjust spacing based on the selected preset theme.

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  • Title: Configure the dashboard title and styles
    • Title: Set the dashboard title.
    • Show Title: On by default; you can turn it off.
    • Show Logo: Off by default; when on, displays your company logo before the title.
    • Font Color: Adjust title color.
    • Font Size: Adjust title size.
    • Title Position: Center by default; switch to Left or Right.
    • Border Style: Follows the theme by default; switch among 24 preset styles.

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  • Background: Configure dashboard background styles
    • Border Style: Follows the theme by default; choose among 8 presets.
    • Background Style: Follows the theme by default; choose among 6 presets.
    • Color: Set a background color.

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2.1.2 Global — Attribute

  • Former Employees: Control whether “Owner”/“Primary Dept.” filters include former employees. At the dashboard level, exclude by default; you can include. You can also control this per chart. Only affects Owner/Primary Dept. fields.

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  • Carousel Settings: Off by default. Enable horizontal or vertical Carousel Image playback and set the speed. Available in browser fullscreen and presentation modes.

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  • Refresh Interval: Set auto-refresh intervals (15 minutes, 30 minutes, 1 hour, 2 hours). Applies after entering fullscreen.

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  • Data Dashboard JS Plugin: Insert a JS plugin.

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2.2 Components

2.2.1 BI Components

2.2.1.1 Global Filter
  • Global Filter: Includes two conditions—User and Date. Both are enabled, unlocked, and applied to all charts by default. With this setting:
    • Charts follow the system’s default filtering logic. Applicable charts inherit the User/Dept. and Date fields specified in their Data Scope to align with the global filter.

    • If a chart has no Data Scope defined, the system uses Owner/Primary Dept. and Date by default.

    • Attributes:
      • Applicable Charts: Default applies to All Charts. You can switch to Preset Charts or Custom Charts.
      • Lock: Unlocked by default. When locked, standard users cannot change the global filter while viewing the dashboard. In Enterprise dashboards, the “User” filter cannot be unlocked.
      • Per-Chart Filter Configuration: Choose which charts follow the global filter and which fields they use. Charts without explicit configuration still follow system defaults.
      • Overwrite Users’ Saved Defaults:
        • When selected, updates the viewer’s default filter values when they open the dashboard.
        • When not selected, viewers’ saved defaults remain unchanged.

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  • Target Rule Filter: When editing the dashboard, only CRM Admins, Report Admins, and Target Rule Admins can configure a global filter for target rules, including visibility, order, and default values.

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  • Style:
    • Title: Configure title and styles
      • Name: Set the filter title.
      • Show Title: Off by default; you can enable it.
      • Font Alignment: Left by default; switch to Center or Right.
      • Font Color: Adjust title color.
      • Font Size: Adjust title size.
      • Border Style: Follows theme by default; choose among 28 presets.
    • Background:
      • Asset: Choose a background asset; follows theme by default with 28 presets.
    • Color: Adjust the background color.

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2.2.1.2 Custom Filter
  • Custom Filter: Add bespoke filters for the dashboard.
    • Attributes:
      • Filter Fields: Support filtering by “Account Name,” “Stage,” “Province,” “Primary Attribute,” and “Single Select” fields using the “in” operator with default values. Support “Date” and “Date/Time” fields using the same operators used in charts’ Data Scope. Note: “Date”/“Date/Time” here are mutually exclusive with the Global Filter’s “Date.” You can only use them if the Global Filter’s “Date” is turned off.
      • Show Operator and Suffix: Optionally display an operator and suffix. When enabled, you can set custom labels for the operator and suffix.
      • Chart Names: Based on the chosen field, all applicable charts are listed by default.
      • Filter Name: Set a display name for the custom filter.
      • Default Value: Set default values and whether to overwrite users’ saved defaults.
    • Style: Same styling options as Global Filter.

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2.2.1.3 Charts
  • Charts: Add preset or custom charts to the dashboard, up to 15 charts.
    • Create New Chart: You can create Reports, Charts, or Combined Tables. For instructions, see:
      • Standard Report: https://help.fxiaoke.com/5df3/5df2/8394
      • Chart: https://help.fxiaoke.com/5df3/dfdb/ab25/39f6
      • Create Combined Table: https://help.fxiaoke.com/5df3/28c6/4090

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  • Chart — Style:
    • Title:
      • Name: Set the chart component name.
      • Show Title: On by default; you can turn it off.
      • Font Alignment: Left by default; switch to Center or Right.
      • Font Color: Adjust title color.
      • Font Size: Adjust title size.
      • Border Style: Follows theme by default; choose among 28 presets.
    • Background:
      • Asset: Choose a background asset; follows theme by default with 28 presets.
      • Color: Set the background color.
      • Chart Color Palette: Follows theme by default; choose among 21 presets.
    • Sync Styles to Same-Type Components: Apply this component’s styles to other components of the same type.

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  • Chart Component Actions:
    • Displays the current chart type.
    • Edit Name: Rename the chart.
    • Edit: If you have permission to edit the chart, click to open the chart editor.
    • Delete: Remove the component from the dashboard.
    • Navigate: Rich Text and Chart components support navigation settings. If the chart supports “Linkage,” the action displays as “Interaction Settings (Linkage/Navigation).”

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  • Navigation Settings:
    • Choose the target dashboard to navigate to. You can select from all personal dashboards you can access, excluding the current dashboard.
    • Pass Filters: When enabled, the current dashboard’s Global and Custom filters are passed into the target dashboard’s Global Filter or Custom Filter. If no matching filters exist, the values are blank.
    • Default Navigation Behavior:
      • Drill/View Details: Use the chart’s native drill or details view.
      • Navigate: Jump to the target dashboard.

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  • Linkage:
    • Linkage Settings:
      • Supported Source Chart Types: Single-dimension charts, two-dimension charts.
      • Linkable Targets: Charts with the same Subject; Reports, Pivot Reports, and Combined Tables that include the chart Subject object.
      • Default Interaction:
        • Linkage: Show linkage effects by default in view mode.
        • Drill/View Details: Use the chart’s native drill/details.
        • Drill and Link: The source chart drills; linked charts respond via linkage.

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  • Carousel Image: Add a rotating banner to dynamically display Images.
    • Attributes:
      • Items: Add up to 10 images.
      • Mode: Default Standard; switch to Card.

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2.2.1.5 Rich Text
  • Rich Text: Add rich text content to explain data, provide guidance, present tailored content, enable cross-department collaboration, or embed analysis notes.
    • Attributes: Configure the text content and display effects:

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  • Rich Text — Style:
    • Title:
      • Name: Set the component name.
      • Show Title: On by default; you can turn it off.
      • Font Alignment: Left by default; switch to Center or Right.
      • Font Color: Adjust title color.
      • Font Size: Adjust title size.
      • Border Style: Follows theme by default; choose among 28 presets.
    • Background:
      • Asset: Choose a background asset; follows theme with 28 presets.
      • Color: Set a background color.

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2.2.1.6 Tab Container
  • Tab Container: Add a tabbed container and place charts or other components inside.
    • Attributes:
      • Tabs: Add/delete tabs and reorder them.
      • Mode: Default Standard; switch to Wrapped or Capsule.

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  • Tab Container — Style:
    • Title:
      • Name: Set the component name.
      • Show Title: On by default; you can turn it off.
      • Font Alignment: Left by default; switch to Center or Right.
      • Font Color: Adjust title color.
      • Font Size: Adjust title size.
      • Border Style: Follows theme by default; choose among 28 presets.
    • Background:
      • Asset: Choose a background asset; follows theme with 28 presets.
      • Color: Set a background color.
    • Tabs:
      • Tab Position: Top by default; switch to Bottom.

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3. Configure the Mobile Data Dashboard

Use the Web configuration as a baseline. Then tailor component visibility, order, and heights for mobile.

3.1 Global

3.1.1 Global — Component Order and Visibility

  • Follow Web: Default. Mobile mirrors the Web component order; users cannot change it independently.
  • Mobile-Only Order: Independently adjust mobile component visibility and order, based on the Web configuration.

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3.2 Components

3.2.1 Global Filter / Custom Filter

  • Attributes:
    • Style: Default is Sticky Capsule; switch to Standard Component if needed.

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* Component Height: Customize height; otherwise uses the default height.

3.2 Components

3.2.2 Chart Components

  • Attributes:
    • Component Height: Customize height; otherwise uses the default height.

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3.2 Components

3.2.3 Rich Text Component

  • Attributes:
    • Component Height: Customize height; otherwise uses the default height.

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3.2 Components

3.2.4 Tab Container

  • Attributes:
    • Component Height: Customize height; otherwise uses the default height.

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III. Save a Personal Data Dashboard

  • Click Save to rename the dashboard, choose a folder path, and configure view and action permissions. Click Confirm to complete creation.

    • View Permissions:
      • Public: Visible to all users who have “View” permission for Custom Personal Dashboards in admin Business Function Permissions.
      • Private: Visible only to specified users who have “View” permission for Custom Personal Dashboards.
        • Also view all charts in the dashboard: When the dashboard is Private, you can additionally allow viewers to see all charts inside the dashboard.
    • Action Permissions:
      • Edit: Users who can view the dashboard and have “Edit” permission for Custom Personal Dashboards can edit it.
      • Delete: Users who can view the dashboard and have “Delete” permission can delete it.
      • Export: Users who can view the dashboard and have “Export” permission can export it.

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IV. Create an Enterprise Data Dashboard

  • Only CRM Admins and Report Admins can create Enterprise data dashboards. The creation steps are similar to Personal dashboards; select Enterprise type during creation. Enterprise dashboards are always Private and do not support configuring action permissions.
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