Feature Summary

The Sheet component is used to display detailed data in a data table format on the dashboard, suitable for viewing and analyzing complete Record information.

Feature Description

Feature Dimension Description
Membership Restriction No membership restriction
Version Restriction No version restriction

Operation Steps

Adding a Sheet Component to the Dashboard

Feature Entry
Dashboard interface → 「+ Add Component」 → View → 「Sheets」

  1. Enter the dashboard interface and click the 「+ Add Component」 button in the upper left corner
  2. In the pop-up component panel, find the 「Sheets」 icon under the 「View」 category
  3. Click the component to enter Read Mode and configure data as needed
  4. A Sheet Component will be automatically generated after confirmation

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Editing/Deleting a Sheet

Feature Entry
Click an added Sheet → 「...」 icon in the upper right corner

  1. Click an added Sheet, then click the 「...」 icon in the upper right corner to expand the Edit Sheet dropdown menu
  2. Select the following options from the expanded dropdown menu:
  • Configuration : Reconfigure Sheet data/style settings
  • Copy : Copy the Sheet
  • Delete : Delete the Sheet

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Data Settings

Feature Entry
Click the added chart → 「...」 icon in the upper right corner →「Configuration」 → 「Data」 tab

  1. Click the added chart, then click the 「...」 icon in the upper right corner to expand the edit chart dropdown menu
  2. Select the 「Configuration」 option from the expanded dropdown menu to edit the following chart configurations:
  • Data Source: Select the data table to use
  • Record Filtering: Set filter conditions
  • Field Settings: Select the fields to display in the Sheet
  • Sorting: Set the data sorting method
  • Grouping: Set the data grouping method
  • Row Height: Switch the row height display style

After switching setting options, you can preview the effect in the left preview pane. Click 「Confirm」 to apply the settings

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FAQ

Q1: What is the difference between a Sheet and a chart?

  • Solution: Sheets display complete data details, suitable for detailed viewing; charts are suitable for intuitively displaying trends and proportions. The two can be used together, with Sheets supplementing the details not shown in the analysis charts.

Q2: Can filter conditions be set for a Sheet?

  • Solution: Yes. Set filter conditions in the 'Data Range' of the Sheet editing panel to display only Records that meet the conditions.

Q3: Can Sheet data be sorted?

  • Solution: Yes. Set it in the Sheet editing panel.

Notes

  1. Sheets are suitable for scenarios with a moderate amount of data; too much data will affect the reading experience
  2. It is recommended to select only the fields you need to focus on to avoid information overload
  3. You can control the data range displayed in the Sheet through filter conditions