Component Template
Overview
Feature Description
To make data visualization easier and simpler for users, Guandata provides the Component Template feature to meet producers' needs for more efficient dashboard creation. Analysts can complete Dashboard beautification in just a few steps, saving valuable time and energy for mining data value to support business decisions.
This feature supports both user-built templates and cloud marketplace downloads, and supports operations such as replacing Datasets on component templates, making templates truly usable for your own needs.
Component Template is a flexible and easy-to-use data analysis page building tool, supporting both desktop and mobile layouts. You can use component templates to build beautiful analysis pages.
The cloud marketplace provides some paid component templates. Paid component templates are value-added modules. If you need a trial, please contact Guandata business personnel or customer success managers.
Application Scenarios
Facing frequently changing data analysis needs, producers often need to adjust pages, but often waste a lot of time on page layout and styling. For producers lacking professional design skills, how to quickly layout and adjust styles? Guandata provides a flexible and easy-to-use Dashboard beautification tool — "Component Template".
By applying "Component Templates" and then replacing the Dataset with one click, analysis content can be implemented efficiently and elegantly. Proper use of component templates can improve page design efficiency and unify the visual style of the page.
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Improve Design Efficiency, Enable Efficient Analysis
No professional design background is required to quickly achieve high-quality Dashboard or mobile interfaces, allowing limited energy to be invested in professional analysis.
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Enterprise Visual Standards, Unified Management
Freely create component templates that conform to the enterprise visual system, and apply them uniformly across the company to ensure brand visual consistency and improve the data viewing experience.
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Reuse Resources, Amplify Value
No high-cost manpower is needed. Data visualization templates can be easily accumulated as visual assets, improving utilization.
User Guide
The product features are mainly divided into three parts: Create Template - Manage Template - Apply Template. The overall flow chart is as follows:
Feature | Description | Role | |
Create Template | Build Your Own | Card groups from mobile and desktop layouts can be created as self-built templates, i.e., single templates; Desktop pages can be created as page templates in their entirety. | Administrator |
Cloud Marketplace Download | Component templates can be downloaded directly from the cloud marketplace and used in Dashboards. | ||
Manage Template | For self-built templates: rename, group, sort, delete, preview, etc.; For cloud marketplace downloaded templates: delete the entire group, preview. | Administrator | |
Apply Template | On the Dashboard desktop/mobile layout, single templates are supported. Click to add to the Dashboard, then replace the Dataset/Card to use normally; On the new page's blank page, page templates are supported. Click to complete the addition of the entire page template, then replace the Dataset/Card to use normally. | Dashboard Editor | |
Create Template
For completed pages, if the card group layout or overall page layout effect can be reused in other analysis scenarios, producers can set it as a template with one click, and quickly apply it when creating new analysis pages to achieve efficient analysis scenario implementation.
Currently, only administrators can perform this operation.
Build Your Own Template
Guandata BI supports enterprises to build their own component templates to meet corporate personality and brand requirements. Enterprise administrators can create single templates and page templates. Single templates are created from card groups in mobile and desktop layouts, while page templates are created from entire desktop pages. Users can reuse these self-built component templates with one click when creating dashboards, improving design efficiency.
Single Template (Card Group)
"Single Template" is a component template created from a card group, and both desktop and mobile layouts support "Create Template" in Dashboard card groups.
In the desktop layout, the creation process is as follows:
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Select the card group component in the Dashboard, and click the "Create Template" button.
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In the popup, fill in the template name, and click OK to complete the creation of the single card group component template.
In the mobile layout, the creation process is as follows:
Switch the Dashboard page to the mobile layout, select the card group, and click "Create Template". In the settings page that pops up, fill in the component template name, and click OK to complete the creation of the mobile single card group component template.
Page Template (Page)
Page template is a component template created from the entire desktop Dashboard page. The creation process is as follows:
On the Dashboard page, select the created page, click "Create Page Template", fill in the template name, and click OK to complete the creation.
Built-in pages such as user behavior analysis do not support creating component templates.
Manage Template
After creating component templates, for ease of subsequent maintenance, Guandata BI supports users to manage created component templates, such as creating groups for templates, previewing, deleting, renaming, etc.
Feature Entry
Users can view successfully created component templates and manage them through the following entry points.
- Manage desktop component templates on the Dashboard page: Desktop Layout > Component Template, click "Manage Template", and the system will jump to the Admin Center to perform management operations on component templates.
- Manage mobile component templates on the Dashboard page: Mobile Layout > Component Template, click "Manage Template", and the system will jump to the Admin Center to perform management operations on component templates.
- Manage component templates in Admin Center: Admin Center > Resource Management > Enterprise Visual > Component Template, all management operations for component templates are performed on the Admin Center page.
Operation Instructions
For cloud marketplace templates: Only supports "Preview" and "Delete Group" of component templates.
For self-built templates:
- Template: Supports renaming, previewing, deleting templates, and moving to the default group;
- Group: Supports exporting, renaming, deleting, adding groups, and adding templates to groups;
Apply Template
When creating desktop and mobile pages, you can reuse created component templates with one click at the corresponding "Component Template" entry. Mobile only supports applying single templates created from mobile card groups, while desktop supports both single templates (created from desktop card groups) and page templates (created from desktop pages). The application process is detailed below.
Mobile: Single Template
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In the mobile layout, click the created single template to add it to the current page.
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Click the single template's operation button to perform replace card, replace dataset, or delete operations.
- Replace Card: The popup will prompt the currently replaceable card types (as shown below: supports replacing with table type), and display same-type cards in the current page's root layout and card pool for selection.
- Replace Dataset: In "Dataset", select the target dataset you want to replace, and in "Associated Fields", set the paired fields.
- Click "Confirm" to complete the replacement.
Desktop: Single Template
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In the desktop layout's component template section, click the created single component template to add it to the current page.
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Click the single card's operation button to perform replace card, replace dataset, or delete operations. The specific configuration process is the same as mobile, see above.
Desktop: Page Template
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When creating a new blank page, you can reuse previously created page templates with one click. Hover over the page template floating window to preview.
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Click the page template to apply it, and then perform the required dataset and card replacement operations. For the specific replacement process, see above.
