Published at: 2026-09-17
Configure BI components on site portals
Configure the BI components available on a page.
Overview
The web client supports filters, charts, and the chart split-screen view. Mobile support depends on the component and tenant configuration.
Before You Begin
[!IMPORTANT] - Role permissions: You need back-office configuration permissions for the target page. - Prerequisite: Create the charts, dashboards, or BI resources you want to display first.
Procedure
- Go to Admin Center > Connected Platform Management > Site Management > Site Portal.
- Create or edit the target page, and choose whether to build the web version or the mobile version.
- In the component area, add the BI components supported by the current page.
- Select the BI resource and complete the page settings.
- Save the page configuration.
Page Rules and Restrictions
Each custom page can contain only one filter. The filter can set default date conditions, determine which charts participate in filtering, specify whether viewers can change the criteria, and allow the filter to be pinned to the top.
You can select up to 15 charts at a time, and a maximum height can be configured. The chart resource scope is limited by the subject of the objects visible downstream.
The chart split-screen view supports folders and charts.
Verify the Result
Open the target page and confirm that the component display, resource scope, and quantity comply with the current page rules.