In a dashboard, chart components are used to display specific metrics and analysis results. By flexibly managing chart components, you can adjust dashboard content and presentation at any time to meet your business needs.

1. Adding Chart Components

After creating or opening a dashboard, you can add chart components as needed.

1.1 Click + Add Chart

On the dashboard page, click + Add Chart in the upper-right corner.

1.2 Select Charts / Components

After entering the Select Chart / Component page, choose the metric chart component you want to create.

Charts are categorized as follows:

Cross-Platform Monitoring Charts
Include 50+ metrics such as Impressions/Views*, Reach*, Engagements (Authorized)*, and more.

Single-Platform Monitoring Charts
- Facebook: 40+ metrics including Impressions*/Views, Reach*, Engagements (Authorized)*
- X: 20+ metrics including Impressions*/Views, Reach*, Engagements (Mixed)*
- Instagram: 30+ metrics including Impressions*/Views, Reach*, Engagements (Authorized)*
- LinkedIn: 20+ metrics including Impressions*/Views, Reach*, Engagements (Authorized)*
- YouTube: 15+ metrics including Engagements, Engagements (Mixed)*, Reactions/Likes
- VKontakte: 20+ metrics including Impressions*/Views, Engagements, Engagements (Mixed)*
- TikTok: 20+ metrics including Impressions*/Views, Reach*, Engagements*
- Threads: 15+ metrics including Impressions*/Views, Engagements, Engagements (Mixed)*

Engagement Charts
Used to display interaction management performance, including metrics such as number of received comments, comment handling rate, and average comment handling time (9 interaction management metrics).
Component Charts
Used to group charts within a dashboard and provide descriptions or explanations.

To help you quickly locate the required metrics, the system supports multiple filtering and search options:

Filter by Platform: Cross-platform or specific platforms
Filter by Functional Module: Monitoring or Community
Filter by Metric Type: All / Profile Metrics / Post Metrics
Filter by Metric Status: All / Active Metrics / Offline Metrics
Keyword Search: Search by metric name or keywords

Using these filters, you can efficiently locate and select the required metric components for chart creation and configuration.

⚠️ Note:

On the Select Metrics page, you can click on each metric name to view its definition and calculation method, helping you better understand the meaning behind the data.

Each metric will be labeled with its corresponding category, such as “Post Level,” “Page Level,” or “Community Metrics.” Please pay attention to these categories when making your selection.

In addition, the applicable platforms (e.g., Facebook, Instagram) will be shown in the bottom-right corner of each metric. Some metrics are not supported across all platforms, so please choose accordingly based on your actual needs.

1.3 Configure Data Source

After selecting a metric, you will enter the Configure Data Source page. Once configuration is complete, click Create to add the chart.

Configuration includes:

Editing the chart name
Setting the data source
Set Date Range
Configuring chart visualization options

1.3.1 Edit Chart Name

You can edit the chart name based on your analysis needs to clearly distinguish different charts and their displayed content.

1.3.2 Set Data Source

When configuring a chart, you can select data sources to define the scope of data displayed.

The system supports selecting data based on the following dimensions:

Platform
Social Profile
Social Profile Tag
Content Tags

After selecting the basic data source, click + Add Filters to further refine the data. Multiple filters can be applied simultaneously, such as:

Filtering by content tag
Filtering by content type

By combining multiple filter conditions, you can precisely control the data scope displayed in the chart to meet different analysis needs.

1.3.3 Set Date Range

When creating a chart component, you can define the time range for data analysis to view metric performance over different periods.

Supported date range options include:

Custom Date Range: Manually select start and end dates, suitable for specific-period analysis
Quick Date Options: Select commonly used ranges such as Last 7 Days, Last 30 Days, or Last 90 Days for quick trend analysis

Once the date range is set, the chart will automatically calculate and display data based on the selected time period.

Tip 🔔:

The minimum supported time granularity may vary by chart type and metric. Actual availability depends on the chart display.
Changing the date range affects only the current chart component and does not impact other charts in the dashboard.

1.4 Configure Chart Visualization

1.4.1 Chart Types

The system supports multiple chart types to flexibly display different metrics and meet diverse analysis needs:

Value Card
Line Chart
Column Chart
Pie Chart
Bar Chart

1.4.2 Metric Display Mode

Supports displaying metrics as Total or Average (per content)
You can switch between display modes based on the analysis scenario

1.4.3 Display Dimensions

Charts can be displayed across multiple dimensions, such as:

Time dimension: Day / Week / Month
Platform dimension: Facebook, YouTube, etc.

Click + Add Dimension to set up to two display dimensions simultaneously for richer comparison and analysis.

Tip 🔔:

Supported display dimensions vary by chart type. Available options depend on the actual chart configuration page.
For details on chart types and supported dimensions, please refer to the Chart Types and Post Display Documentation.

2. Managing Chart Components

In a data dashboard, you can flexibly manage and adjust existing chart components to meet different data analysis and presentation needs.

All chart components support independent operations and will not affect other charts on the dashboard.

2.1 Edit Chart

You can edit existing charts in the dashboard to flexibly adjust their content and visual presentation according to your analysis or reporting needs.

Operate: Click the “…” icon in the top-right corner of a chart and select Edit to enter the Edit Data Source page. The following actions are supported:

Modify the chart nae
Reselect the data source (platforms, social accounts, social account tags, content tags, etc.) and adjust filter conditions
Adjust the date range
Change the chart type, metric type, or display dimensions

After completing the configuration, click Apply to apply the changes and update the chart.

2.2 Copy Charts

You can duplicate an existing chart to quickly create a new chart with the same configuration, which can then be reused or modified for different analysis scenarios.

Operate: Click the “…” icon in the top-right corner of a chart and select Copy. The system will automatically generate a new chart with the same configuration as the original one.

The copied chart can be edited independently, including changes to:

Chart name
Data source and filter conditions
Date range
Chart type and display dimensions

This feature is ideal for reusing existing chart configurations within the same dashboard or across different analysis scenarios, significantly improving dashboard-building efficiency.

🔔 Note: The copy action only duplicates the chart configuration and does not affect the data or settings of the original chart.

2.3 Download Charts

The system allows you to download chart visuals or underlying data for data retention, further analysis, or reporting purposes.

Operate: Click the “…” icon in the top-right corner of a chart and select Download, then choose one of the following options:

Image: Download the chart as a visual image for reports or presentations
CSV: Download the raw data for further data processing
Excel: Export the chart data in Excel format for analysis and organization

Downloaded content is generated based on the current chart configuration, including data source, filters, date range, and display dimensions.

2.4 View Data Source

You can view the data source used by a chart at any time to verify data accuracy or support analysis validation.

Operate: Click the “…” icon in the top-right corner of a chart and select View Data Source. The system will display the current data source configuration for the chart.

This helps you quickly understand where the chart data comes from and how it is configured, making it easier to troubleshoot issues or refine analysis strategies.

2.5.Delete Charts

You can delete chart components that are no longer needed to keep the dashboard clean and focused on key metrics.

Operate: Click the “…” icon in the top-right corner of a chart and select Delete.

🔔 Notes:

Deleting a chart only affects the current dashboard
Original data and the same chart in other dashboards will not be impacted
It is recommended to confirm that the chart is no longer needed or has been backed up before deleting

2.6 Batch Operations

To improve dashboard maintenance efficiency, the system supports batch operations on multiple chart components.

Supported batch actions include:

Batch modify date range: Apply the same date range to multiple charts
Batch delete charts: Remove multiple charts at once

Operate:

Select the chart components you want to manage
Choose the desired batch action
- Modify Date Range: Set a unified date range and confirm
- Delete: Confirm to remove all selected charts