This topic describes the basic structure of the Quick BI console. The first time you enter the Quick BI console, you can learn more about the Quick BI console, such as My Dashboard, console, Open platform, Template Marketplace, and Organization Management.
Log on to the Quick BI console, you can create and modify resources in the resource list on the Workbench tab.
Architecture
Quick BI is used for data consumption in all scenarios. You can perform operations to drive data flows in your enterprise by using different roles:
Visualization Portal is intended for executives and users who view reports.
Workbench is intended for developers or analysts to perform data analysis.
Open platform is intended for enterprise developers or community developers to meet their custom business requirements.
Top navigation bar
You can click an icon in the top navigation bar to switch to the entry point for the related feature and perform related operations.
1. Subscriptions and downloads
2. Notifications
3. Settings of organizations and workspaces
4. Guide
Visualization Portal
Homepage
Support the homepage report setting of thousands of people and thousands of faces to realize the default view of corresponding reports. For more information, see Homepage settings.
Visualization Portal
Visualization Portal displays all the data works licensed to Me, My Collection, and My Footprint.
Portal
On the Portal page, you can configure a custom data platform homepage for your enterprise. For more information, see Configure a custom enterprise portal on a PC.
1. Allows you to edit the enterprise portal. Only administrators can edit enterprise portals.
2. Displays the portals that are recommended for users.
3. Allows you to configure the business navigation on the homepage of the Quick BI console.
4. Shows the ranking of data works based on the number of views of each data work.
5. Shows active scores of users.
Homepage of Workbench
On the Workbench tab, you can view and manage your workspaces, quickly create resources, and quickly access resources on which you recently performed operations.
Information about the current account: includes the nickname, role, and created resources of the current account.
My Workspaces: shows a list of your workspaces to help you view resources in the workspaces and manage the workspaces in an efficient manner.
You can click a workspace to go to the resource list on the Workbench tab.
Quick Start: provides entry points for creating various resources. This improves the operation efficiency.
My recent operations: The Recently Edited, Created by Me, and My Favorites tabs display the resources that you recently edited, created, and added to favorites. This way, you can quickly find the resources that need to be edited multiple times on the Workbench tab and start and re-edit the resources in an efficient manner.
1. Open New Window: Open the resource in a new window.
2. Copy Link: Copy the URL of the resource and provide the URL to authorized users for collaborative operations.
3. Add to Favorites: Add the resource to your favorites.
Resource list on the Workbench tab
In the resource list on the Workbench tab, create and manage resources.
1. Switching between workspaces
2. Entry points for resources
3. Entry points to create a type of resource
4. Entry points to manage workspace information and members
5. Entry points to manage resources
Workspace Management (Section 4) can be viewed only by users who have permissions to manage workspaces.
Open platform
Open platform provides Quick BI reports and data to third parties. This allows users to easily manage data. For more information, see Overview of the open service.
Organization
In Advanced Edition and Quick BI Enterprise Standard, administrators can manage Quick BI organizations on the Settings page. For more information, see Terms.