You can collaborate with others to prepare a workbook. After the workbook is prepared, you can share it with others, make it public, transfer it to another user, rename it, change its security level, or add it to favorites.

Share a workbook

Only workbooks whose Publish Status is Published can be shared with others.

  1. Log on to the Quick BI console.
  2. Click Workspace in the top navigation bar. In the left-side navigation pane, click Workbooks.
  3. On the Workbooks page, find the workbook that you want to share with others and click the Share a workbook icon in the Actions column.

    You can also right-click the row of the workbook and select Share.

  4. In the Share pane, configure Scope, Permission Type, and Expiration Date.
    Note Set Scope to All Users, User Groups, or Users as required.
  5. Click Save.

Make a workbook public

Only workbooks whose Publish Status is Published can be made public.

  1. On the Workbooks page, find the workbook that you want to make public, click the More icon icon in the Actions column, and then select Make Public.

    You can also right-click the row of the workbook and select Make Public.

  2. In the Make Public pane, set Expiration Date and select Generate URL.
  3. Click Make Public.

Transfer a workbook, rename a workbook, and change its security level

  1. On the Workbooks page, find the required workbook and click the Edit Properties icon in the Actions column.

    You can also right-click the row of the workbook and select Edit Properties.

  2. In the Edit Properties pane, change the name, owner, description, and security level of the workbook.

    If you select Protected (Allow Other Workspace Members to Edit) for Security Level, you must lock the workbook before you edit it.

Add a workbook to favorites

You can use any of the following methods to add a workbook to favorites:
  • On the Workbooks page, click the Add to Favorites icon next to the workbook name.
  • On the workbook edit page, click the Add to Favorites icon next to the workbook name.
Note You can click the Add to Favorites icon again to remove the workbook from your favorites.