How to Use WPS Data Dashboard on Windows

Use WPS Data Dashboard with 3 how-to topics: open the dashboard entry, set related parameters, and preview then confirm the setup; 3 items are available without membership and 0 are membership-related.

How-to Index

How-to Guide

1. Open the Data Dashboard entry

Entry path: Form editor → Form module → Data Dashboard

1. Open the Smart Form that you want to edit.
2. Enter the form editing interface.
3. In the left navigation area, select the Form module.
4. Find Data Dashboard and click it to enter editing.

Success Criteria

• Interface result: The Data Dashboard editing area or related setup panel opens.
• What you can do next: You can continue viewing or adjusting dashboard-related settings.

Tips While Using

• Common mistake: If you switch to another module, the Data Dashboard entry may not be visible. Confirm that you are in the Form module first.
• Environment note: If your account does not have permission to edit the form, you may not be able to enter the editing interface.

2. Set Data Dashboard parameters

Entry path: Data Dashboard settings panel

1. Review the available settings in the Data Dashboard panel.
2. Set the related parameters as prompted in the interface.
3. Adjust each item according to the display needs of the form.
4. Keep the current settings and move on to preview.

Success Criteria

• Interface result: The parameter items are adjusted to match the current setup needs.
• What you can do next: You can continue to preview the result or confirm the setup.

Tips While Using

• Common mistake: Confirming too early without checking each setting can lead to a display result that does not match your expectation.
• Environment note: For online form scenarios, keep the network stable so the setup process is less likely to be interrupted.

3. Preview and confirm the setup

Entry path: Preview and confirm area in the Data Dashboard panel

1. After finishing the parameter setup, review the preview result.
2. Check whether the displayed content matches the current form needs.
3. If everything looks correct, click Confirm to finish.
4. If you need more changes, go back, adjust the parameters, and preview again.

Success Criteria

• Interface result: The current configuration is accepted and the preview matches the selected settings.
• What you can do next: You can continue saving, publishing, or returning to the form editing flow.

Tips While Using

• Common mistake: Finishing the setup without previewing first can make later revisions more likely.
• Environment note: In some cases, updated settings may need a later publish step before respondents can see the new result.