How to create a new BI portal in the console - Quick BI - Alibaba Cloud Documentation Center

This topic describes how to create a business intelligence (BI) portal.

Methods for creating a workbook

After you log on to the Quick BI console. You can use one of the following methods to create a BI portal.

Method 1:
Method 2:
Entry 3:

Go to the BI Portals page.

Configure a BI portal

You can configure the parameters for a BI portal. For example, you can specify the title, upload the logo image file, and edit the footer for the BI portal.

Operation platform

In the top navigation bar, click the Portal Settings icon.
You can click Portal Configuration to go to the portal configuration page.

Basic parameters

Parameter	Description
Global LOGO	Supports hiding global LOGO. The global LOGO is displayed by default. After you remove the check box, the global LOGO can be hidden. You can use materials or upload custom images. The size of the uploaded local image is recommended to be within 6060~18060, 100K. Supports resizing LOGO.
Show Main Title	You can select whether to display the main title and configure the name and text style of the main title.
Show Subtitle	You can select whether to show subtitles and configure the subtitle name and text style.
View mode	If you set Navigation Frame Mode to Double Navigation Layout or Top Navigation Layout, you can select Open Current Page or Open New Window from the drop-down list. If the Navigation Frame Mode parameter is set to Left Navigation Layout, you can select Open on Current Page, Open in New Window, or Add Tab to Current Page from the drop-down list. You can also select Customize View Mode for Menu Pages and click Configure to go to the configuration page. For more information about how to configure a menu page, see Configure a menu.

Navigation framework

You can configure Theme Mode, Navigation Frame Mode, and Style in the navigation frame.

Theme Mode
You can set Light Mode or Dark Mode.
- Light mode
- Dark Mode

Navigation Frame Mode

You can select Top Navigation Layout, Left Navigation Layout, or Dual Navigation Layout.

Top Navigation Layout

Parameter

Description

Head Navigation

If you set Navigation Frame Mode to Top Navigation Layout or Dual Navigation Layout, you can configure head navigation.

Navigation Bar Height
Navigation Bar Background
Overlay background image
If you select this check box, you can upload Custom Image. You can upload local images only in the JPG, JPEG, PNG, GIF, or SVM format. The maximum size is 1 MB.
Tab Style
Supports underscores, Selected Word, and Selected Block.
Tab Text
You can configure the regular Text, Selected Text, and Selected Text styles. The selected fill color takes effect only in the Selected Block.

Drop-down list

If you set Navigation Frame Mode to Top Navigation Layout, you can configure a drop-down menu.

Navigation Menu Area Background
Overlay background image
If you select this check box, you can upload Custom Image. You can upload local images only in the JPG, JPEG, PNG, GIF, or SVM format. The maximum size is 1 MB.
Text Display
Supports setting the regular and selected fill colors and text styles.
Custom Menu Row Size
Sets the height of the menu line.

Left Navigation Layout

Parameter	Description
Color of Logo Display Area	You can set the color of the Logo Display Area to a solid color or a gradient.
Overlay background image	If you select this check box, you can upload Custom Image. You can upload local images only in the JPG, JPEG, PNG, GIF, or SVM format. The maximum size is 1 MB.
Panel configuration	Navigation Bar Background Overlay background image If you select this check box, you can upload Custom Image. You can upload local images only in the JPG, JPEG, PNG, GIF, or SVM format. The maximum size is 1 MB.
Menu display configuration	Menu Selection Style Fill and Select Block are supported. Menu level and text display Allows you to set the text display style for all menu levels or a specified menu level. Menu Name Indent Select Indent next-level menu names. If not selected, all menu names are on one column. Custom Menu Row Size Sets the height of the menu line.

Dual Navigation Layout

Parameter

Description

Head Navigation

If you set Navigation Frame Mode to Top Navigation Layout or Dual Navigation Layout, you can configure head navigation.

Navigation Bar Height
Navigation Bar Background
Overlay background image
If you select this check box, you can upload Custom Image. You can upload local images only in the JPG, JPEG, PNG, GIF, or SVM format. The maximum size is 1 MB.
Tab Style
Supports underscores, Selected Word, and Selected Block.
Tab Text
You can configure the regular Text, Selected Text, and Selected Text styles. The selected fill color takes effect only in the Selected Block.

Left Panel Menu Area

If you set Navigation Frame Mode to Dual Navigation Layout, you can configure the Left-side Menu Area.

Menu Area Background
Overlay background image
If you select this check box, you can upload Custom Image. You can upload local images only in the JPG, JPEG, PNG, GIF, or SVM format. The maximum size is 1 MB.
Menu Selection Style
Fill and Select Block are supported.
Menu level and text display
Allows you to set the text display style for all menu levels or a specified menu level.
Menu Name Indent
- Select Indent next-level menu names.
- If not selected, all menu names are on one column.
Custom Menu Row Size
Sets the height of the menu line.

Mobile navigation framework

Mobile Terminal Style
Valid values: Navigation with Content and Tile Layout.
- Add content to navigation
  - You can configure the top or bottom navigation position.
  - You can set the Theme parameter to Dark, Light, or Custom.
- Tile Layout
  You can turn on Report Navigation and set the Maximum Number per Line parameter.

Advanced Settings

Parameter	Description
Show Footer	After you select this option, you can specify the footer. The footer is displayed at the bottom of the content page.
Show Menu Crumbs	If you select this option, the menu levels are displayed at the top of the content page.
Cache Menu	If you select this option and open multiple menus, menus do not need to be reloaded when you switch between the menus.
Show Full Portal Title	When the PC style parameter is set to Left And Top or Top, the title is completely displayed by default if the title is excessively long.
Alias	You can specify the alias of the BI portal. The specified value is added to the portal URL. For example, if you specify parameter 1, the user alias is: `https://daily.yunbi.biz.aliyun.test/product/1.htm`

Menu configuration

On the BI portal editing page, click the desired menu to go to the menu configuration page.

On the Configure Menu page, configure Portal Menu, System Features, and Menu Settings.

Portal menu configuration
Add a main menu. If you click Add main menu, you can add a level-1 menu.
② Add secondary and the following menu.
③ Set a menu as the home page. After you click this icon, the homepage is displayed when you open the BI portal.
④ Hide and delete menus.
- If a parent menu is hidden, the child menus are also hidden.
- If you want to show a menu that is hidden, click the Hide Menu icon again.
System Function Settings
You can select Menu Search or Full Screen as shown in the following figure.
- Menu Search
  - If you select Menu Search and Show, you can search for menu names.
  - You can configure the Background Color, Icon Color, Wireframe Color, Empty, and Input text styles for menu searches.
- Full Screen
  - If you select Full Screen and Show, the page displays the Full Screen button and allows you to perform full screen operations.
  - You can set the icon to Material or Custom Image.
    Upload local images can be in the JPG, JPEG, PNG, GIF, or SVM format. The maximum size is 1 MB.

Menu Settings

Parameter	Description
Menu Name	The name of a menu.
Allow Folding	Specifies whether a menu can be folded.
Default Collapse	Specifies the default state of a menu. Note You can configure this parameter only when Menu can fold is selected.
Node Type	Set Node Type to Content Node or Null Node. If a node is specified as a parent node, you can configure this node to an empty node.
Content Type	You can specify Spatial Resources or External Links. The following types of space resources are supported: Uptime dashboards Dashboards Workbook Ad hoc analysis Forms downloads If you select Dashboards, Spreadsheets, Ad-hoc Analysis, or Self-service Access as the Storage Resource, you can select Show Report Title.
View mode	The following options are supported: Open Current Page, Open New Window, and Current Page and New Window. Note You can configure this parameter only when Set to empty node is not selected. If you have uniformly selected the page opening mode in the configuration site, you cannot customize a single menu page at this time. If you want to customize the view mode of a menu page, change the value to Customize the View Mode of Each Menu Page.
Menu Display Style	PC You can select Show Icon and configure the size of the icon, the menu icon in the regular and selected states, and the space between icon and text. The ico n menu supports Material or Custom Image. Use material Custom Image Supports uploading local images (①) or by using image links (②). You can select Show Icon and Use Material or Custom Image on mobile devices.

Click Save.
After the configuration is complete, you can drag the left-side navigation pane to adjust the width of the BI portal.