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 Metrics / Components

On the Select Metrics / Components page, you can flexibly choose the data indicators or display components you need based on your analysis objectives to build a personalized data dashboard.

All chart components are categorized into four modules by data source, allowing you to quickly locate what you need based on your use case:

Monitoring Charts – Data sourced from the monitoring module, used to track content performance in terms of reach, coverage, and engagement. These are the most commonly used chart types.

Cross-Platform Monitoring Charts: Provide 50+ indicators including Impressions, Views, Reach, Interactions (Authorized), etc., suitable for high-level overviews.
Single-Platform Monitoring Charts: Offer platform-specific indicators tailored to each platform's characteristics. Supported platforms include: Facebook, X, Instagram, LinkedIn, YouTube, VKontakte, TikTok, Threads, and Reddit. Each platform provides 13 to 40+ unique indicators, ideal for in-depth analysis of a single channel.

Community Charts – Data sourced from the interaction module, designed to display performance in comment handling and feedback management. Includes 9 interaction management indicators such as Comments Received, Comment Response Rate, and Average Response Time, suitable for evaluating operational responsiveness.

Social Listening Charts – Data sourced from the social listening module, used to analyze brand, topic, or competitor presence and sentiment across social and content channels. Includes 11 indicators such as Mentions, Interactions, and Video Views, covering 12 channels: Facebook, X, Instagram, LinkedIn, YouTube, VKontakte, TikTok, Reddit, News, Blogs, Forums, and Product Reviews.

Components – Auxiliary components that are not tied to any specific module's data, used to enhance dashboard structure and presentation:

Title Component: Adds titles to groups of charts, suitable for sectioning or grouping by theme.
Custom Table Component: Not restricted to any module; supports data sources by platform, social account, social account labels, content labels, or topics, presenting data in a flexible table format.

To help you efficiently locate indicators from the extensive selection, the system supports multiple filtering and search options:

Filter by Platform: Supports cross-platform or single-platform selection (e.g., Facebook, X, etc.)
Filter by Module: Supports filtering by Monitoring, Interaction, or Social Listening modules
Filter by Indicator Type: Supports filtering by All / Page Metrics / Post Metrics
Filter by Keyword: Quickly search by indicator name or keywords

With the above filtering options, you can efficiently pinpoint and select the desired indicator components for chart creation and configuration.

Steps

Confirm the data module
First, clarify the type of data you need to analyze—Monitoring (reach and engagement performance), Interaction (comment handling efficiency), or Social Listening (sentiment and voice analysis).
Select the analysis scope
Based on your analysis objectives, choose the Cross-Platform view for a high-level overview, or specify a particular platform (e.g., Facebook, X, Instagram, etc.) for in-depth focus.
Filter and search to pinpoint
Use the filtering options provided on the page (by platform, module, indicator type, status, etc.) or directly search by keywords to quickly narrow down the indicator range.
View indicator definitions
Hover over or click the help icon next to the indicator name to view its definition and calculation methodology (e.g., formula, data source, etc.). This helps you accurately understand the data meaning and avoid misinterpretation.
Pay attention to indicator attributes
Each indicator is labeled with its category below the name, such as "Post Metric," "Page Metric," or "Interaction Management Metric"—please take note when selecting. Additionally, the applicable platforms (e.g., Facebook, Instagram, etc.) are displayed in the lower-right corner of each indicator. Not all indicators are available for every platform, so please choose accordingly based on your actual needs.
Select and configure the chart
Once you have confirmed the indicator is correct, click anywhere on the indicator/component to proceed with configuring the data source.

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
Topic (This is only supported within the Social Listening module.)

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
Table Chart
Word Cloud
Content Card

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