Use Co-occurrence Network with 4 how-to topics, all available directly in the dashboard workspace; choose a topic from the index and complete the steps in order.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Add a Co-occurrence Network chart to a dashboard | Free |
| 2 | 2. Edit or export a chart | Free |
| 3 | 3. Set type and data | Free |
| 4 | 4. Adjust chart style | Free |
How-to Guide
1. Add a Co-occurrence Network chart to a dashboard
Entry: Dashboard page → "+ Add Component" → Chart → "Co-occurrence Network"
- Open the dashboard page and click the "+ Add Component" button in the upper-left area.
- In the component panel, find the "Co-occurrence Network" icon under the "Chart" category.
- Click the icon to create a default Co-occurrence Network chart component.
- Click the component to enter edit mode and continue with data settings as needed.
Success Criteria
- Interface result: a new Co-occurrence Network chart component appears in the dashboard.
- Next action available: you can open the editing panel to continue setting data and styles.
Tips While Using
- Common mistake: if you do not look under the "Chart" category, the component entry can be easy to miss.
- Environment note: the current dashboard must allow component creation and editing.
2. Edit or export a chart
Entry: Click the added chart → the "..." icon in the upper-right area
- Click the Co-occurrence Network chart that has already been added.
- Click the "..." icon in the upper-right area to open the chart action menu.
- Select Configure, Duplicate, Copy as Image, Export as Image, or Delete based on your task.
- Complete the selected action.
Success Criteria
- Interface result: the action menu opens and shows the available chart actions.
- Next action available: you can continue editing the chart or copy or export it as an image.
Tips While Using
- Common mistake: if the chart is not selected first, the action menu may not appear.
- Environment note: when copying or exporting as an image, wait until the page finishes loading.
3. Set type and data
Entry: Co-occurrence Network editing panel → "Type and Data" tab
- Open the editing panel for the Co-occurrence Network chart.
- In the "Type and Data" tab, choose the data source you want to use.
- Click "Data Filter" to set the data range.
- Set the node type and layout type based on your analysis needs.
- Under "Link Line," choose either "Count Total Records" or "Count Specific Field."
- Show or hide the fields displayed in detail data as needed.
- Review the preview, then click "OK" to apply the settings.
Success Criteria
- Interface result: the preview pane updates as your settings change.
- Next action available: after you click "OK," the chart updates with the new data and type settings.
Tips While Using
- Common mistake: if you do not confirm the data source and filter conditions first, the chart may show too many nodes or unclear results.
- Environment note: you need an available data table and readable data fields.
4. Adjust chart style
Entry: Co-occurrence Network editing panel → "Chart Style" tab
- Open the editing panel for the Co-occurrence Network chart.
- Switch to the "Chart Style" tab.
- Under "Theme Color," choose a preset color scheme.
- Under "Node Color," customize the color of each node.
- Under "Chart Elements," set display options such as the legend and node size.
- Review the preview, then click "OK" to apply the settings.
Success Criteria
- Interface result: chart colors and display elements update based on your settings.
- Next action available: you can continue exporting the chart as an image or return to the dashboard to review the full layout.
Tips While Using
- Common mistake: changing too many style items at once can make it hard to tell which setting affected the result.
- Environment note: adjust settings one by one with the preview pane for easier review.