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Quick BI:Configure a Workbook

Last Updated:Feb 02, 2024

This topic describes how to configure a workbook on the workbook editing page.

Prerequisites

You have logged onto the Quick BI console and created a workbook. For more information, see Create a workbook.

Limits

Only workbooks that are separately purchased in the Professional and Advanced editions support multi-sheet display, chart, image, data pivot table, pagination, and analysis mode.

Top menu bar

You can perform the following operations in the top menu bar:

image

① Customize the name of a workbook.

② Add a workbook to favorites.

③ Lock or unlock a workbook.

④ Set up the spreadsheet (display watermark, allow download, display analysis mode switch, formula delay calculation and global parameters)

Note

If you select Deferred Formula Calculation, all dependent datasets are loaded before formula calculation. You can select First Sheet or Entire Table.

image

⑤ Configure global parameters for the workbook

⑥ Export spreadsheets (Excel and PDF file formats are supported)

Note

Export PDF does not support carrying charts. If you really need chart information, you can export it to Excel and then convert it to PDF.

⑦ Save a workbook as another name.

⑧ Download a workbook, restore a workbook, or grant permissions on a workbook.

⑨ Switch between the Preview and Edit states of a workbook.

⑩ Save or publish a spreadsheet

Menu

In the menu, you can perform the following operations on the workbook:

Import xlsx

Edit

Insert

Format

Data

View

image

Import xlsx

You can import XLSX to the workbook. After you import XLSX, the current table data is overwritten. 1电子电子

Edit

You can perform the following operations on the data in a workbook: image

Insert

You can perform the following operations to insert data into workbooks:

image.png

  • Dataset table

    For more information, see Insert a dataset table.

  • Freestyle Cell

    See Insert Freestyle Cells

  • Data pivot table: inserts data pivot table into the spreadsheet.

    See Insert data pivot table.

  • Insert a chart into 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 area chart. For more information, see the "Insert a chart" section of this topic.

  • Fill in the form

    For more information, see Fill in tables.

  • Fill Control

    For more information, see Fill form control.

  • Insert a function into a workbook.

    For more information, see Workbook functions.

  • Insert an image into a workbook.

    You can insert images in the PNG, JPG, or GIF format.

  • Insert a hyperlink into a workbook.

  • Insert a comment into a workbook.

  • Insert a drop-down list into a workbook.

    For more information, see the "Insert a drop-down list" section of this topic.

Format

You can use the Format menu to specify the content formats of a workbook.image

①: Set the format of the data, including General, Text, Number, Currency, Date, Time, DateTime, Percentage, and Custom.

② Specify the font and font size.

③ Specify the text style.

④ Specify the cell style.

⑤ Add conditional rules for data results. For more information, see the Conditional formatting section of this topic.

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Data

You can sort, filter, and search for data in a workbook. image

Note

Sorting supports ascending, descending, and custom sorting. For more information, see Sort data.

View

You can use the View menu to view the data in a workbook based on different display settings. image

Toolbar

You can use the toolbar to perform the following operations on the data in a workbook:

image

① Undo, restore, format brush and clear format.

② Set data format.

③ Set the text format.

④ Set the cell style (color fill, merge cells, etc.).

Set the cell theme.

⑥ Set Conditional Formatting.

⑦ Set Filter, Sort, Freeze, and Create Pagination.

⑧ Create a card view.

⑨ Set the insert content (insert function, chart, image, data pivot table, drop-down box, hyperlink, and note)

⑩ Search for data.

set query control

. Insert a dataset

You can insert data into a dataset table or a custom cell. For more information, see Configure data. image

Sheet settings

You can perform the operations shown in the following figure on the sheets in a workbook.image

Note

Copy: This operation copies a complete workbook, including different blocks, formats specified in the Table Design panel, functions, and data source links, to generate a new sheet.

Set Cell Theme

  • Supports setting the theme of the system. image

  • Custom themes are also supported. image

Conditional formatting

  1. In the toolbar, choose Conditional Formatting > Add Rule.image

  2. In the Add Rule panel, set the parameters as required and click OK.

    You can add conditional rules for data results, such as highlighting data within the specified value range, setting icons for data, and adding data bars.image

  3. View existing conditional rules.image

Rank

Ascending, descending, and custom sorting are supported.

image

  • Ascending and Descending can choose to expand the current area or only the current area sort.

    image

    Note

    Expanding the current area sort cannot sort a range that contains vertically merged cells. To expand the current area sort, unmerge the cells first.

  • Custom

    image

    ① You can specify whether the first row participates in sorting. If you select this check box, the first row does not participate in sorting.

    ② You can set one primary basis and add multiple secondary bases. You can drag the bases to adjust the order.

Create pagination

  • You can click the imageicon in the toolbar to go to the page creation configuration. image

    Parameter

    Select a Dataset

    Select the dataset for which you want to create pagination.

    The number of entries to return on each page.

    The number of entries to display on each page. Valid values: 10, 20, 30, 50, 80, and 100. image

    Placements

    Supports setting Always show or Hover show.

    • Always show effect: image

    • Hover shows the effect: 11电子

  • You can edit the pager as shown. image

  • You can also delete the pager as shown in the figure. image

Insert a drop-down list

① In the toolbar of the workbook editing page, click the drop-down list.

② Add tags to data entries on the drop-down box settings page.

Click OK. image

Note
  • Separate multiple labels with commas (,).

  • If the message This operation is not allowed because it may affect the data of nearby datasets. appears, copy the data of the current cell to another cell in the workbook, and then repeat the preceding operations.

Insert a chart

You can insert charts into 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 area chart.

  1. In the data display section of a workbook, select a data range.

  2. Insert a chart into the workbook.

    1. Path 1:① Click Insert->② Click Chart->③ Select Chart.

      image.png

    2. Path 2:① Select Chart Insert in the toolbar->② Select Chart. image

  3. View the chart that is automatically displayed in the workbook. In the Chart Design panel, specify the chart style.

    In this example, Pie Chart is selected. image

    For more information, see Overview.

Insert Data pivot table

  1. In the data display section of a workbook, select a data range.

  2. In the toolbar, follow the instructions in the following figure to create a data pivot table.

    1. Path 1:① Click Menu ->② Click Insert ->③ Click Data pivot table on the toolbar.

      image

    2. Path 2: Click ① More ->② Click Data pivot table on the toolbar.

      image

  3. On the Create Data pivot table page, you can create a data pivot table as shown in the following figure.

    image

    1. ① Select an area

      1. By default, the area is the area circled in Step 1. You can modify the area range in the box or click the imageicon to re-circled the area.

        image

      2. You can also choose to use a dataset and select the dataset to create a data pivot table.

    2. Select the location to insert the data pivot table.

      You can select a new worksheet or an existing worksheet. You can enter an existing worksheet directly or click imagethe icon to select the inserted area.

      image

    3. Click OK. The data pivot table is created.

      You can perform Excel-like calculations, summarize, and analyze data.

      image

Right-click operations

You can right-click in a workbook to cut, copy, and paste data, insert rows and columns, delete selected rows or columns, clear data, and add comments.image

Preview

After the workbook is published, you can click the imageicon to preview the workbook.

image.png

When you preview a workbook, you can disable or enable the analysis mode.

  • Disable analysis mode

    When the analysis mode is turned off, the location border is automatically hidden. You can perform the following operations: ① Export, ② Favorite, and ③ Share.

    image.png

    You can also click Edit to go to the editing page.

  • Enable analysis mode

    image.png

    When the analysis mode is enabled, you can perform the export, collection, and sharing operations. The workbook toolbar is displayed. You can perform operations on the workbook menus and toolbars.