How to Use WPS Dashboard Creation on Windows

Use Dashboard Creation through 4 how-to topics, all available without membership; choose a topic from the index and follow the steps to complete the task.

How-to Index

How-to Guide

1. Create a dashboard

Entry: Open the target Multi-Dimensional Table → click New in the lower-left corner → Dashboard

1. Open the target Multi-Dimensional Table.
2. Click the New button in the lower-left corner.
3. Select Dashboard from the menu.
4. Enter the dashboard editing page.

Success Criteria

• Interface result: The dashboard editing page opens.
• Next action available: You can continue adding components and configuring data.

Tips While Using

• Make sure the current Multi-Dimensional Table already contains data you want to display.
• If the page loads slowly, check the network connection first.

2. Add a chart component

Entry: Dashboard editing page → Add component

1. In the dashboard editing page, click Add component.
2. Choose a chart type such as a bar chart, pie chart, line chart, or radar chart.
3. Select the corresponding data source field.
4. Finish adding the component.

Success Criteria

• Interface result: A new chart component appears in the dashboard.
• Next action available: You can continue setting aggregation, size, and position.

Tips While Using

• Choose a chart type that matches your display goal.
• After selecting the data source field, check whether the result matches your expectation.

3. Adjust layout and aggregation

Entry: Select a component and adjust it inside the current dashboard

1. Select the chart component you added.
2. Set the aggregation method, such as sum, count, or average.
3. Drag the component edge to resize it.
4. Drag the component to the right position to complete the layout.

Success Criteria

• Interface result: The component size, position, and aggregation result are updated.
• Next action available: You can add more components or share the current view.

Tips While Using

• Complex charts may need more loading time when the dataset is large.
• Keeping a reasonable number of charts in one dashboard can make viewing and loading easier.

4. Save and share a dashboard view

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

1. Finish configuring the dashboard content.
2. Save the current dashboard view.
3. Click the Share button in the upper-right corner.
4. Generate a sharing link and send it to the people who need to view it.

Success Criteria

• Interface result: The current dashboard view is saved and a sharing link can be generated.
• Next action available: Other people can view the current dashboard through the sharing method.

Tips While Using

• Before sharing, confirm that the current view shows the intended data completely.
• If you plan to share externally, review the access scope of the link first.