Summary
How to use data to promote business growth and achieve business goals? On the no-code fast melting cloud platform, you only need to configure the dashboard to solve this problem. Let's take a look.
Glossary
Dashboard
Dashboard is a tool for data visualization, which presents form data in a visual form, and performs viewing, analysis, and processing of data.
On the no-code Su Rong Cloud platform, the dashboard is composed of chart controls, filter controls, text controls, data table controls, shortcuts, etc. The chart controls support 14 chart types, including but not limited to: indicator chart, Map, perspective, radar, pie chart.
data source
refers to the form data that needs to be viewed, analyzed, and processed.
core functions
chart control
Display, analyze, and process form data. The chart control includes statistical tables, detailed tables, and calendars. The statistical table contains 14 chart types.
data warning
monitor a certain piece of data in the chart, if a set condition is triggered, the system will automatically remind the person in charge to deal with it.
filter control
You can quickly query the data you want in the dashboard and time period.
Usage scenario
In Invoicing - In the procurement management scenario, we need to quickly solve the quantity comparison of each product purchased, order quantity, total amount, quick query, and time period query Information about a product,Set data early warning reminders for over-purchased products to ensure the smooth progress of the procurement work.
Configuration path
This configuration is demonstrated by purchasing product statistics dashboard.
1. Configure the chart control
statistical table
1.1 Create a new dashboard
As shown in the figure below, click New Form → New Dashboard, and enter the dashboard name, here input is: purchase Product statistics.
1.2 Create a new statistical table
Click Chart Statistics→Statistics Table, select the data source, click OK, set the name, dimension and value, and select the clustered histogram in the chart type.
You can customize other charts according to the actual situation, such as pie chart, area chart , perspective table, etc., and also support personalized coordinate X-axis label text display Direction, Y-axis title, maximum value, minimum value, and set chart color.
Similarly, you can also set the dashboard permissions, whether to allow exporting data, if exporting data is allowed, the current operating member can export pictures or excel.
1.3 Data warning
If the quantity of purchased products exceeds the maximum set by the company, how to notify the person in charge in time? Here we can use the data warning of the dashboard to solve it.
Below the chart type, add data warnings,Set the name, add conditions, reminder time, person to be reminded, reminder method, and click OK to save.
Note: The default reminder method is system reminder or WeChat reminder.
mobile demo image
Other chart types
Perspective table, area chart, bar chart, radar chart, line chart, pie chart, etc. The same settings must be met. The conditions of the chart, such as the radar chart, need to meet one dimension and one or more indicators.
After setting the above, you can customize the chart size and position sorting.
1.4 Order quantity/total amount
In purchasing product statistics, we need to quickly understand the total order quantity and total amount, add a statistical table to the chart type, set the name and value, for example, if we want to view the total order quantity, drag Drag the contract number field to the value.
Select the indicator chart for the chart type, set the title of the indicator, click Save to publish, the total amount chart setting is the same, drag the total amount to the value, and the total amount indicator chart is set the same.
schedule
Add a schedule to the chart control, set the name, drag the desired display field, and click save.
calendar
Add a calendar to the chart control, set the name, layout method, data source form, time field, display field, and click OK.
renderings
in the dashboard calendar,You can click on the date to check the purchase request time, supplier, total amount, etc.
2. Configure the filter control
Add a filter to the filter control, set the chart, field, name, filter method, default value to be filtered, click OK, the supplier settings are the same, the application date is filtered in The default range is set to "Select Range".
In the filter control, add a filter button and customize the length and width of the filter.
Note: You need to set the chart control first before you can set the filter.
3. Configure the mobile terminal style chart
You can customize the mobile terminal style chart, flexibly sort the charts, hide the settings, and quickly get important data at a glance.
final renderings
web end
mobile end
202_hr
p202 reading
p1 Management system overview
Set up system｜Digital management of invoicing, quickly reduce costs and increase efficiency (1)
Set up system｜Digital management of inventory, quickly reduce costs and increase efficiency (two)
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