Table of Contents

Learning Objectives

1. Master the basic process of creating and configuring statistical charts, including selecting data sources, setting dimensions and value, and choosing chart types.
2. Understand how to add statistical charts, embed views, and insert carousel components into a custom page.
3. Design and implement data analysis and presentation Dashboard based on real business needs.

Scenario Case

1. Employee Photo Carousel: Display employee photos in a rotating carousel format.
2. Employee Department Distribution: Show employee count by department to understand team structure.
3. Employee Position Distribution: Analyze the number of employees in each position to evaluate organizational structure.
4. Training Participation: Show how many employees participated in each training course to assess training coverage.
5. Training Satisfaction Analysis: Use ratings from course participation records to analyze employee satisfaction.
6. Employee Onboarding Trend: Visualize the trend of employee entry over time to understand hiring patterns.
7. Training Schedule Calendar: Display employee training schedules in a calendar view for easy planning.

Steps

Create a Custom Page

Add Employee Photo Carousel

1. Add a Carousel component from the left sidebar.

2. Set the Data Source:
   1. Worksheet: Employee Directory
   2. View: Team Showcase
   3. Image: Employee Photo
   4. Caption: Name

Add Statistical Charts

Employee Department Distribution

1. Add a Chart component, set the Data Source:
   1. Worksheet: Employee Directory
   2. View: Active Employees
2. Chart name: Employee Department Distribution
   1. Time : Creation time (All)
   2. Chart Type: Bar Chart
   3. X-Axis (Dimension): Department
   4. Y-Axis (Value): Number of Records
   5. Sort by Number of Records (9-1)

Employee Position Distribution

1. Add another Chart component, set the Data source
   1. Worksheet: Employee Directory
   2. View: Active Employees
2. Chart name: Employee Position Distribution
   1. Time : Creation time (All)
   2. Chart Type: Pie Chart
   3. Dimension: Position
   4. Value: Number of Records

Training Participation

1. Add a Chart component, data source:
   1. Worksheet: Course Participation Records
   2. View: All Records
2. Chart name: Training Participation
   1. Time : Creation time(All)
   2. Chart Type: Horizontal Bar Chart
   3. Y-Axis (Dimension): Course
   4. X-Axis (Value): Number of Records
   5. Sort by Number of Records (9-1)

Training Satisfaction Analysis

1. Add a Chart component, data source:
   1. Worksheet: Course Participation Records
   2. View: All Records
2. Chart name: Training Satisfaction Analysis
   1. Time : Creation time(All)
   2. Chart Type: Ranking List
   3. Dimension: Course
   4. Progress Indicator（Value）: Course Rating
   5. Sort by Course Rating

Employee Onboarding Trend

1. Add a Chart component, data source:
   1. Worksheet: Employee Directory
   2. View: All Records
2. Chart name: Employee Onboarding Trend
   1. Time : Creation time(All)
   2. Chart Type: Line Chart
   3. X-Axis（Dimension）: Entry Date (Grouped by Month)
   4. Y-Axis（Value）: Number of Records
   5. Sort by Number of Records (9-1)

Embed Training Calendar View

1. Add a view component from the left sidebar

2. Set the Component Name as Training Calendar，and set the View Source
   1. Worksheet: Course Participation Record
   2. View: Course Calendar

Final Result

Hands-on Practice