How to Use WPS Insert Dashboard on macOS

This section covers 2 how-to topics for Insert Dashboard on macOS, and both are available without membership.

How-to Index

How-to Guide

1. Build a data dashboard

Entry: Insert tab → Dashboard

1. Prepare the worksheet data that you want to visualize.
2. Click Insert and then Dashboard to open the dashboard editor.
3. On the component selection page, choose the chart or content type you need. Available options include column chart, line chart, bar chart, pie chart, combo chart, statistic number, and text.
4. Select the data source and chart settings to create the component.
5. Drag the component border to resize it, and drag the component area to reposition it in the layout.

Success Criteria

• Interface result: The dashboard editor opens and the added components are visible.
• Next action available: You can continue adding components, changing settings, or refining the layout.

Tips While Using

• Common mistake: If the selected data range is incomplete, the chart result may not match your expectation.
• Environment note: It is helpful to organize worksheet fields and data structure before building the dashboard.

2. Use dashboard settings

Entry: Top toolbar in the dashboard editor

1. Open an existing dashboard in the editor.
2. Click + Add Component to insert another chart or text component.
3. Click Title to set or edit the dashboard title.
4. Click Theme to switch the overall color style.
5. Click Full Screen Display to present the dashboard in full screen.
6. Click Export Dashboard to export the current dashboard as an image.

Success Criteria

• Interface result: Toolbar settings take effect, such as an updated title, a changed theme, or full-screen display.
• Next action available: You can continue presenting, saving the result, or sharing the exported image.

Tips While Using

• Common mistake: If you export before checking the layout, the image may look crowded or unclear.
• Environment note: Review the dashboard layout before exporting or sharing it.