You can configure a workbook in the workbook configuration section.

Prerequisites

The Quick BI console is logged on. A workbook is created in the console. For more information, see Create a workbook.

File icon

After you edit a workbook, you can click File and then click Export to export the workbook.

Edit

You can perform the following operations to edit data in workbooks:
  • Undo
  • Restore
  • Copy
  • Cut
  • Paste
  • Format Painter
  • Clear Format
  • Indent
  • Unindent

Insert

You can perform the following operations to insert data into workbooks:
  • Insert rows or columns to a workbook.
    • Insert Rows Above
    • Insert Rows Below
    • Insert Columns to Left
    • Insert Column to Right
  • Insert a dataset to a workbook.
  • Insert a chart to a workbook.

    You can insert the following types of charts: line chart, column chart, pie chart, gauge, radar chart, scatter chart, funnel chart, and polar diagram. For more information, see Insert a chart.

  • Insert an image to a workbook.

    The supported image formats are PNG, JPG, and GIF.

  • Insert a function to a workbook.

    For more information, see Workbook functions.

  • Insert a hyperlink to a workbook.
  • Insert a comment to a workbook.
  • Insert a drop-down list to a workbook.

    For more information, see Add a drop-down list.

Format

Name Description
Data Format Configure the data format. Valid values are General, Date, Number, Text, Percent, and Custom.
Font and Font Size Configure the font and font size.
Bold, Italic, Underline, and Strikethrough Configure the text style.
Horizontal Align, Vertical Align, Wrap Text, Merge Cells, Set Row Height, Set Column Width, Auto Row Height, and Auto Column Width Configure the cell style.
Conditional Formatting Add rules to filter data results. For more information, see Conditional Formatting.

Data

You can perform the following operations on the data in a workbook:
  • Sort
  • Filter
  • Search Data
  • Group and Ungroup

View

You can perform the following operations on the data in a workbook:
  • Show or hide grid lines
  • Hide Selected Rows or Hide Selected Columns
  • Show All
  • Freeze to This Row or Freeze to This Column
  • Cancel Freeze

Toolbar

You can use the toolbar to perform the following operations on the data in workbooks.
Name Description
Paste Special Paste an object based on the specified formatting
Format Painter Copy all the formatting from one object and apply the formatting to another object.
Clear Format Clear the format.
Decrease Decimal Places and Increase Decimal Places Decrease or increase decimal places.
Font Color Configure the font color.
Fill Color Configure the fill color for cells.
Border Configure the cell border and the border color.
Table Style Configure the theme color of the workbook.
Search Search for data.
Theme Settings Configure the theme style of the workbook.
Query Control Add a query control

Sheet settings

You can perform the following operations on the sheets in a workbook:
  • Rename a sheet.
  • Delete a sheet.
  • Configure the border color.
  • Hide a sheet.
  • Add a sheet.
  • Adjust the sheet order.

Conditional Formatting

Click Conditional Formatting in the toolbar and add rules to filter data results. For example, you can create rules that highlight the data within a specified range, specify an icon for specific data, and add a data bar. The following figure shows an example. Conditional Formatting

Add a drop-down list

  1. In the toolbar on the workbook editing page, choose Insert > Drop-Down List.
  2. In the Drop-Down List Settings dialog box, add one or more labels to the data item.
    Note Separate multiple labels with commas (,).
  3. Click OK.
    Note If the message This operation is not allowed because it may affect the data of nearby datasets. appears, copy the data to another area in the workbook and then repeat the preceding operations.

Page Settings

  1. In the top navigation bar of the workbook editing page, click the Page settings icon.
  2. You can specify whether the workbook displays watermarks and whether the workbook can be downloaded. You can also configure global variables for the workbook. Page Settings

Insert a chart

You can insert charts to a workbook based on the data in the workbook. You can insert the following types of charts: line chart, column chart, pie chart, gauge, radar chart, scatter chart, funnel chart, and polar diagram.

  1. In the toolbar of the workbook editing page, click Insert, click Charts, and then select a chart type.
    In this example, Pie Chart is selected. Pie Chart
  2. In the Data Range dialog box, specify the data range for the chart.
  3. Click OK. A pie chart appears in the workbook.

    Click the chart and configure the chart style in the Graphic Design section on the right side. For more information, see Overview.