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This article shows you how to use tools to make a high-end dashboard cockpit, the content is concise and easy to understand, can definitely brighten your eyes, through the detailed introduction of this article, I hope you can get something.

If you want to ask the IT people in the enterprise what they are most afraid of hearing from their leaders, then there must be these words: "the IT department should make a big dashborad screen these days. It needs to be taller and bigger, and it must be supported by data."

In fact, people who do IT know that the general dashboard cockpit needs to be developed for half a month or even longer, from requirements analysis to data collection, dashboard development, but also to ensure that it can support the performance of a large amount of data, this is just the work of development, does not involve the aesthetic design level of content, can let the IT department tired to vomit blood.

According to my years of experience, if you want to make a dashboard that satisfies your leaders, you must follow the following two principles:

Identify the core needs and not make superficial efforts.

Skillfully use tools and be good at borrowing strength

Generally speaking, most IT people will choose to develop code, or give it to outsourcing directly, but I won't talk about its efficiency and effect. Everyone who knows it understands it. Later, I tried to use some report tools to help build, there will be customized and automated cockpit construction, if you can use good tools, can completely replace the role of designers and business personnel, can greatly liberate their workload, reduce the workload.

Having said so much, the following is the focus of today's introduction, how to make a cool, good-looking and practical dashboard cockpit? Now I will take FineReport as an example to actually manipulate the specific production process of the cockpit.

I. use of decision reports

The mode we use to make dashboard is called decision report mode. In fact, the essence of dashboard cockpit is interactive report analysis, while the ordinary report development mode to achieve chart visualization is more tedious and inefficient.

So finerepor developed a simple and convenient report design way, that is, through drag-and-drop operation, to achieve the random collocation of different visual components, the perfect realization of multi-dimensional analysis management Kanban, and support local refresh, multi-screen adaptation and other functions, it is not powerful!

First, we open the decision report mode of the finereport designer, create a new decision report, select the chart component you want to use (you can also choose the chart component or parameter component) and drag it directly into the panel, and then you can make further edits:

What if we have the chart, but we don't have the data yet? Simply query the dataset, take out the data you want to analyze and display, and then bind it to the chart component OK.

For example, if you want to show the sales of different salespeople, you need to bind the newly created dataset to the bar chart, and then select the appropriate category, series name, and series value, so that a chart component is basically complete.

After learning to use decision reports to make visual components, our dashboard cockpit design has successfully taken the first step, of course, there are the second, third and fourth steps.

Second, choose the appropriate type of cockpit

A single chart is certainly not a cockpit, nor can it support the data, so choose the right type of cockpit before you design the layout. For different people and needs, you need to choose different types of cockpit, such as the three types provided in finereport, which can basically achieve the visualization needs of all scenarios within the enterprise:

1. Strategic cockpit: the users are mainly for senior executives of the enterprise, such as general managers and department executives. This kind of cockpit has relatively low requirements for real-time data, and the key is to display the core data information. Because leaders like concise, accurate and effective data.

3. Operational cockpit: mainly for business personnel, the aim is to make continuous and real-time data reporting, such as monitoring daily progress and output, and monitoring the expected progress of the plan. This kind of cockpit is mainly based on business requirements, to achieve the monitoring of key data, threshold early warning and so on, the real-time requirements of the data is relatively high.

For example, I often use the first design method, according to the visual habits of the human eye, put the main content in the upper left corner of the cockpit panel, such as the map component, and the secondary content is distributed below and on the right, such as bar chart and pie chart.

4. Color matching

After the layout is done, the next step is to match colors, including charts, backgrounds, components, data, and so on. The more faces there are, the more difficult it is to match. Therefore, most of the time, you choose adjacent lines, with a span of about 90 °. When matching a strong face match, it is necessary to master the example of the face match, and match a small number of pairs.

Finereport has a lot of built-in color schemes, all of which are good, and the charts in finereport designer use default color matching, so it's best to use "gradient highlights" for column charts and pie charts. If you match your own colors, you can choose lighter colors, not too bright and conspicuous.

In addition, the background color of the chart is very important, clever use, you can get different effects, finereport background color, you can also set intervals or gradients to get unusual effects.

V. dynamic and detailed optimization

The last important step in cockpit production is to add dynamic effects, the so-called "dead tables are not as good as moving graphics". We should not only strive to enable users to interpret the data, but also allow them to do these tasks easily or even happily.

There are many dynamic effects that can be achieved in finereport, such as automatic rotation, chart flashing, dynamic background and so on, which are basically achieved with report blocks. You can refer to the official help documentation for specific methods, which are more detailed and simple, and easy to learn.

Also, the visual plug-in of finereport is very conscientious, we just download the plug-in and follow the tutorial to complete a lot of complex dynamic effects, which is very convenient and practical.

Finally, our visual dashboard cockpit is basically completed, and finally we only need to optimize the chart frame, components, background, graphic adaptation size, font size, etc., to ensure that every detail of our visual cockpit is impeccable.

After the above five steps, we will finally be able to complete a beautiful and practical dashboard cockpit, not only will no one dislike your ugly report, but also help enterprises to manage the data fine and make the data really valuable.

The above content is how to use tools to make a high-end dashboard cockpit, have you learned the knowledge or skills? If you want to learn more skills or enrich your knowledge reserve, you are welcome to follow the industry information channel.

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