How to Use WPS New on macOS

Use WPS New on macOS through 4 how-to topics: create a dashboard, add chart components, review automatic refresh behavior, and share a dashboard view.

How-to Index

How-to Guide

1. Create a dashboard

Entry: Open the target table → click New in the lower-left corner → select Dashboard

1. Open the target table.
2. Click New in the lower-left corner.
3. Select Dashboard from the menu.
4. Enter the new dashboard editing page.

Success Criteria

• Interface result: A new dashboard page opens.
• What you can do next: You can continue adding components and adjusting the layout.

Tips While Using

• Common mistake: If the target table is not open first, you cannot create the related dashboard directly.
• Environment note: You need permission to access the target table.

2. Add chart components

Entry: Dashboard editing page → Add Component

1. In the dashboard editing page, click Add Component.
2. Select a chart type such as a bar chart, pie chart, line chart, or radar chart.
3. Configure the source fields and calculation method, such as sum, count, or average.
4. Adjust the chart size and position.

Success Criteria

• Interface result: The selected chart component appears in the dashboard.
• What you can do next: You can continue editing the chart or add more components.

Tips While Using

• Common mistake: If the source fields are not selected correctly, the chart result may not match your expectation.
• Environment note: Complex charts may take longer to load with large data sets.

3. Check automatic data refresh

Entry: An existing dashboard view

1. Open an existing dashboard.
2. Return to the related table and update the source data.
3. View the charts or metric cards in the dashboard again.
4. Confirm that the displayed results have updated with the data changes.

Success Criteria

• Interface result: Charts or metric components show the latest data.
• What you can do next: You can continue filtering, reviewing, or sharing the current dashboard.

Tips While Using

• Common mistake: If the network connection is unstable, online sync results may appear later than expected.
• Environment note: Dashboards with large data sets may need more time to refresh.

4. Share a dashboard view

Entry: Share in the upper-right corner of the dashboard page

1. Open the dashboard view that you want to share.
2. Click Share in the upper-right corner.
3. Generate a sharing link or choose the preferred sharing method.
4. Send the link to the people who need access.

Success Criteria

• Interface result: A valid sharing link is generated or the sharing settings are completed.
• What you can do next: Recipients can open the dashboard view based on the granted permissions.

Tips While Using

• Common mistake: If sharing permissions are not confirmed, recipients may not be able to open the view.
• Environment note: Sharing usually requires a network connection.