Published at: 2026-09-17

Charts quick start


Create a chart from a predefined template or a selected business domain.

Before you begin

  • Confirm that you can access the required BI pages.
  • Select a business domain or template that matches your analysis goal.

Create a chart

  1. On the Reports page, select New Chart.
  2. Select a predefined template for your business scenario, or select Choose a business domain.
  3. Select a business domain to open the chart designer.
Select a chart template

Configure the chart

  1. Define the dimensions, metrics, and Data Range for the analysis.
  2. Drag dimensions and metrics into the design area.
  3. Set default conditions in the filter scenario or data scope.
  4. Review the result in the preview area.
[!NOTE] Dimensions define how you view data and usually appear on the X-axis. Metrics display quantities or amounts and usually appear on the Y-axis. Data Range controls the records included in the analysis.

Next steps

Verify the result

After configuration, check the data, filter conditions, and displayed results in the preview or view page to confirm that they meet the analysis goal.
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