Use WPS Data Dashboard through 3 how-to topics: open the dashboard, adjust related settings, and preview then save the configuration; all 3 topics are available without membership.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open Data Dashboard | Free |
| 2 | 2. Adjust Data Dashboard Settings | Free |
| 3 | 3. Preview and Save the Configuration | Free |
How-to Guide
1. Open Data Dashboard
Entry: Form Editor → Survey → Data Dashboard
- Open the Smart Form editing interface.
- Select the Survey section in the left navigation pane.
- Find the Data Dashboard option.
- Click it to enter the related editing interface.
Success Criteria
- Interface result: The Data Dashboard editing or configuration interface opens.
- Next step available: You can see the settings area or the related panel.
Tips While Using
- Make sure the current form is editable before you start.
- If the entry is not visible, check whether you are already in the Survey section.
2. Adjust Data Dashboard Settings
Entry: Data Dashboard configuration panel
- Review the available settings in the Data Dashboard interface.
- Adjust the related options based on your survey needs.
- Check whether the current setup matches the expected display result.
Success Criteria
- Interface result: The settings in the configuration panel have been updated.
- Next step available: You can continue to preview or confirm the setup.
Tips While Using
- It helps to decide which survey results you want to highlight before making changes.
- If you need several rounds of changes, preview after each update.
3. Preview and Save the Configuration
Entry: Preview and confirmation controls in the Data Dashboard panel
- Open the preview after finishing the settings.
- Check whether the current display result is correct.
- Click OK or the corresponding save button to finish.
Success Criteria
- Interface result: The preview matches your expectation and the configuration is saved.
- Next step available: You can continue editing the survey or move on to publishing.
Tips While Using
- Review key display content again before saving.
- If the saved result does not look updated, reopen the panel and confirm that the final action was completed.